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Investing visuals
Good to know for $ASML investors: 27% of their revenue (new system sales) comes from China👇 https://t.co/DdtdkpUcwN
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Good to know for $ASML investors: 27% of their revenue (new system sales) comes from China👇 https://t.co/DdtdkpUcwN
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The Kobeissi Letter
Global investors have rarely been this bearish:
A record ~50% of institutional investors intend to reduce US equity exposure, according to a Bank of America survey released Monday.
Allocation to US stocks fell 13 percentage points over the last month, to a net 36% underweight, the lowest since the March 2023 Banking Crisis.
Since February, investors' allocation to US equities has dropped by ~53 percentage points, marking the largest 2-month decline on record.
Moreover, a record 82% of respondents are now expecting the world economy to weaken.
As a result, global investor sentiment fell to just 1.8 points, the 4th-lowest reading since 2008.
We have likely never seen such a rapid shift in sentiment.
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Global investors have rarely been this bearish:
A record ~50% of institutional investors intend to reduce US equity exposure, according to a Bank of America survey released Monday.
Allocation to US stocks fell 13 percentage points over the last month, to a net 36% underweight, the lowest since the March 2023 Banking Crisis.
Since February, investors' allocation to US equities has dropped by ~53 percentage points, marking the largest 2-month decline on record.
Moreover, a record 82% of respondents are now expecting the world economy to weaken.
As a result, global investor sentiment fell to just 1.8 points, the 4th-lowest reading since 2008.
We have likely never seen such a rapid shift in sentiment.
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The Kobeissi Letter
BREAKING: A federal judge has ruled that Google, $GOOGL, operates an “illegal advertising monopoly,” per WSJ. https://t.co/IgmmrcpQCH
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BREAKING: A federal judge has ruled that Google, $GOOGL, operates an “illegal advertising monopoly,” per WSJ. https://t.co/IgmmrcpQCH
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Quiver Quantitative
Representative Seth Magaziner just said:
My bill to ban congressional stock trading is gaining traction, and the public is with us. https://t.co/hOBT9yUFrZ
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Representative Seth Magaziner just said:
My bill to ban congressional stock trading is gaining traction, and the public is with us. https://t.co/hOBT9yUFrZ
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: @shivamkashan My analysis suggests that $UNH is undervalued, making it an attractive option. However, my attention is focused on other opportunities where I’ve identified companies with superior quality profiles and fewer potential headwinds, particularly given the changing administration 👌🏽
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RT @DimitryNakhla: @shivamkashan My analysis suggests that $UNH is undervalued, making it an attractive option. However, my attention is focused on other opportunities where I’ve identified companies with superior quality profiles and fewer potential headwinds, particularly given the changing administration 👌🏽
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Offshore
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The Kobeissi Letter
BREAKING: The US has accused a Chinese firm of helping Yemen's Houthis target American warships, per the Financial Times. https://t.co/41YnEHf9ei
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BREAKING: The US has accused a Chinese firm of helping Yemen's Houthis target American warships, per the Financial Times. https://t.co/41YnEHf9ei
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The All-In Podcast
Bari Weiss on elite institutions: "Give up the heroin needle of prestige." 🔥🔥🔥
From last year's @allinsummit:
"This is where, I guess I'm more of a radical than a reformer."
"I think I began at the New York Times as a reformer believing that I could make a difference, and God bless the people who are still trying to do that, I think there's a role for both."
"I think what has made me more of a radical, not politically, but just in terms of my posture, has been that I've become someone who believes that the way to change those institutions is not to give money to those places, or join the board of them, or delude yourself with the idea that you can transform them from within."
"It's to build new things, and in building new things and creating competition, it forces the other people to change."
"Give up the heroin needle of prestige. Rip it out of your arm immediately."
"Stop poisoning yourself, your families, and your children with the bankrupt notion that them getting into Harvard or Yale is more important than inculcating in them a sense of love, of family, of country, and of all of the things we used to think were normal."
Apply for All-In Summit 2025: https://t.co/AWcgvLf2yZ
@bariweiss
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Bari Weiss on elite institutions: "Give up the heroin needle of prestige." 🔥🔥🔥
From last year's @allinsummit:
"This is where, I guess I'm more of a radical than a reformer."
"I think I began at the New York Times as a reformer believing that I could make a difference, and God bless the people who are still trying to do that, I think there's a role for both."
"I think what has made me more of a radical, not politically, but just in terms of my posture, has been that I've become someone who believes that the way to change those institutions is not to give money to those places, or join the board of them, or delude yourself with the idea that you can transform them from within."
"It's to build new things, and in building new things and creating competition, it forces the other people to change."
"Give up the heroin needle of prestige. Rip it out of your arm immediately."
"Stop poisoning yourself, your families, and your children with the bankrupt notion that them getting into Harvard or Yale is more important than inculcating in them a sense of love, of family, of country, and of all of the things we used to think were normal."
Apply for All-In Summit 2025: https://t.co/AWcgvLf2yZ
@bariweiss
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Offshore
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Finding Compounders
The are about 58 000 + publicly traded stocks - how then do we narrow down our search when looking for potential investments
This is the question a Berkshire Shareholder asked Buffett and Charlie
Listen to his answer https://t.co/WKjyvwOGvX
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The are about 58 000 + publicly traded stocks - how then do we narrow down our search when looking for potential investments
This is the question a Berkshire Shareholder asked Buffett and Charlie
Listen to his answer https://t.co/WKjyvwOGvX
tweet