Offshore
Photo
App Economy Insights
📊 This Week in Visuals:
⚙️ TSMC $TSM
🔬 ASML $ASML
💼 UnitedHealth $UNH
💊 Johnson & Johnson $JNJ
💳 American Express $AXP
🏦 Charles Schwab $SCHW
🛩️ United Airlines $UAL
https://t.co/ruiqVVvOyw
tweet
📊 This Week in Visuals:
⚙️ TSMC $TSM
🔬 ASML $ASML
💼 UnitedHealth $UNH
💊 Johnson & Johnson $JNJ
💳 American Express $AXP
🏦 Charles Schwab $SCHW
🛩️ United Airlines $UAL
https://t.co/ruiqVVvOyw
tweet
Offshore
Video
Finding Compounders
Charlie Munger’s answer when asked on when to sell .
Investors need to adopt this kind of thinking
“Find Costco’s, not good exits” https://t.co/W4SWTxQevU
tweet
Charlie Munger’s answer when asked on when to sell .
Investors need to adopt this kind of thinking
“Find Costco’s, not good exits” https://t.co/W4SWTxQevU
tweet
Offshore
Photo
App Economy Insights
What are you watching this week?
• Tuesday: $TSLA, $ISRG, $LMT, $SAP, $VZ.
• Wednesday: $BA, $CMG, $GEV, $IBM, $LRCX $NOW, $T, $TXN.
• Thursday: $GOOG, $AAL, $INTC, $LUV, $MRK, $PEP, $TMUS.
All visualized in our PRO coverage next Saturday. https://t.co/Pdkgi5EkbP
tweet
What are you watching this week?
• Tuesday: $TSLA, $ISRG, $LMT, $SAP, $VZ.
• Wednesday: $BA, $CMG, $GEV, $IBM, $LRCX $NOW, $T, $TXN.
• Thursday: $GOOG, $AAL, $INTC, $LUV, $MRK, $PEP, $TMUS.
All visualized in our PRO coverage next Saturday. https://t.co/Pdkgi5EkbP
tweet
Offshore
Photo
The Kobeissi Letter
Inflation expectations are still rising:
1-year inflation expectations jumped 1.7 percentage points in April, to 6.7%, the highest since November 1981.
This marks a 4th consecutive monthly increase of at least 0.5 percentage points.
1-year inflation expectations have surged by 4.1 percentage points since November 2024.
Moreover, 5-year inflation expectations rose 0.3 percentage points, to 4.4%, the highest since June 1991
All while consumer sentiment has dropped to the second-lowest level on record.
Americans are bracing for stagflation.
tweet
Inflation expectations are still rising:
1-year inflation expectations jumped 1.7 percentage points in April, to 6.7%, the highest since November 1981.
This marks a 4th consecutive monthly increase of at least 0.5 percentage points.
1-year inflation expectations have surged by 4.1 percentage points since November 2024.
Moreover, 5-year inflation expectations rose 0.3 percentage points, to 4.4%, the highest since June 1991
All while consumer sentiment has dropped to the second-lowest level on record.
Americans are bracing for stagflation.
tweet
Offshore
Video
The All-In Podcast
Tim Dillon Explains Hollywood's DEI Facade
@TimJDillon on E224:
"It was this weird time where you had the worst people in the world trying to convince you that they had an interest in marginalized voices because they thought there was money there."
"Well, guess what? It turns out Americans don't really like to be patronized."
"They were never making TV that minorities wanted to watch. They were making TV that guilty white liberals wanted to watch."
"And as soon as it stopped being profitable, all the executives in Hollywood that supposedly cared so much about the marginalized voices rediscovered the profit motive."
"These are LA executives. They're monsters. They care nothing about anything, and that's why they're good at their job, right?"
"If I called my agent today and said, 'I'm really tired doing everything I'm doing,' he'd say, 'Have you tried drugs?'"
"The way that town works is you have a bunch of people that believe in nothing, and they can't, they can't and be effective."
"They have to go whichever way the wind is blowing."
tweet
Tim Dillon Explains Hollywood's DEI Facade
@TimJDillon on E224:
"It was this weird time where you had the worst people in the world trying to convince you that they had an interest in marginalized voices because they thought there was money there."
"Well, guess what? It turns out Americans don't really like to be patronized."
"They were never making TV that minorities wanted to watch. They were making TV that guilty white liberals wanted to watch."
"And as soon as it stopped being profitable, all the executives in Hollywood that supposedly cared so much about the marginalized voices rediscovered the profit motive."
"These are LA executives. They're monsters. They care nothing about anything, and that's why they're good at their job, right?"
"If I called my agent today and said, 'I'm really tired doing everything I'm doing,' he'd say, 'Have you tried drugs?'"
"The way that town works is you have a bunch of people that believe in nothing, and they can't, they can't and be effective."
"They have to go whichever way the wind is blowing."
tweet