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Waiting for my portfolio to 10X so I can finally live my life https://t.co/OIJ4G7O0Y5
- naiive
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Girls realizing they slept with a sugar daddy just for $50 Birkin bag from China https://t.co/q5dyfm4mmU
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Me leaving my 9-5 job when Bitcoin hits 300K this year https://t.co/t2gQ8oc7co
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"I've moved on to other things."

- Satoshi Nakamoto https://t.co/SnerQ5dZKB
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Crypto Guys waiting for the altseason https://t.co/ve0Gn8nGQP
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POV: You wake up at 2011, Bitcoin is trading at $1 and people is saying it is a scam https://t.co/uHMa3oyjw8
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Time to let the Ethereum Bull out https://t.co/x3thkbkOhF
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The Kobeissi Letter
US recession probabilities are rising:

1-year recession odds priced by the S&P 500 earnings yield and the BBB-rated corporate bond spread have jumped to 60%, the highest since 2022.

Over the last few weeks, the probability of a downturn has TRIPLED.

In the past, every time this metric surpassed 80%, the US economy was in a recession.

This comes as the BBB-rated corporate bond spread has surged 40 percentage points over the last 6 weeks, to 1.42%, near the highest since November 2023.

By comparison, the spread’s peak was 1.98% during the 2023 Banking Crisis.

Is the US economy already in a recession?
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Finding Compounders
The Five Competitive Forces that Determine Industry Profitability by @MichaelEPorter

Source: Competitive Advantage by @MichaelEPorter https://t.co/sM83MHa7xH
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