⁠Investing visuals
$ISRG is reporting earnings tomorrow. This is how the leader in robotics assisted healthcare makes money 💵 https://t.co/8by8xQ4qwf
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⁠Finding Compounders
Aswath Damodaran lays down the misconceptions about Valuation https://t.co/gBkEM5wdVM
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⁠The Kobeissi Letter
BREAKING: Despite President Trump's calls for rate cuts, there is now an 85% chance of no rate cut occurring in May, per @Kalshi.

Fed Chair Powell most recently said he is "not in a hurry" to cut rates. https://t.co/gDOysEYNpP
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⁠Finding Compounders
Warren and Charlie on Margin of Safety https://t.co/udtgkttgaV
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⁠The Kobeissi Letter
BREAKING: The S&P 500’s losses accelerate and now exceed -3% on the day. https://t.co/nL9JOtjlwR

Where are the trade deals?

The S&P 500 has now erased -$2.5 TRILLION since the April 9th high after the 90-day tariff "pause."

While markets await trade deals, Japan just said they "won't just keep conceding" in US tariff talks.

Here's what's happening.

(a thread) https://t.co/gFSoMzrbrA - The Kobeissi Letter
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⁠The Kobeissi Letter
RT @TKL_Adam: What we're watching:

Selling pressure is still "orderly" here, with the Volatility Index, $VIX, at a modest ~35.

We are not seeing capitulation yet. https://t.co/l36kTAZlkc
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⁠The Kobeissi Letter
BREAKING: The White House has reportedly begun the search for a new Secretary of Defense, per NPR.

Just hours ago, President Trump said he "stands strongly behind" Pete Hegseth.
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⁠soken
RT @Jeremyybtc: this is who you're trading against and losing 😹 https://t.co/kFERysui9y
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⁠soken
RT @TheCryptoLark: https://t.co/HLr7fmA4on
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⁠soken
RT @sydneycrave: remember when sydney sweeney https://t.co/n1vbvOjrTZ
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