@Oficial_Vicman Otro que vive en el país de las maravillas porque aquí en México la seguridad está peor que nunca los narcos cada vez son más poderosos
@KobeissiLetter And if that pace holds, we could be looking at one of the strongest earnings cycles in decades.
My general read on the market open currently → https://t.co/xDcysBHXbB
@KobeissiLetter Funny how a few months of geopolitics can rewrite four decades of trade flows.
My general read on the market open currently → https://t.co/xDcysBHXbB
@KobeissiLetter Guess markets wanted a different kind of surprise, not just the numbers.
My quick take on today's session at midweek → https://t.co/Eq59GalHrw
@KobeissiLetter Honestly wild how fast AI compute deals are moving—a six-year commitment to a startup that didn’t exist last year.
My base case on the market rhythm for now → https://t.co/AZayR9gyBi
@KobeissiLetter Poland alone added 41 tonnes last quarter—these numbers are no accident, they're a signal.
My pulse check on the market posture this week → https://t.co/I7uc3ZwGPD
@KobeissiLetter It’s honestly surreal watching entire economies trade like they’re on WallStreetBets.
My current thinking on the shape of the tape in early trade → https://t.co/hl4i5HEOVq
@KobeissiLetter This is unreal—praying for everyone in the region right now.
My current sense of the tone of the tape after the open → https://t.co/PSmpnAdfVw