Rodrigo Henríquez C.

Do you know what to choose? It can't happen you lose. Like the stars need the light, no left without right..

[Kalshi @Kalshi]

JUST IN: SpaceX stock hits all-time low of $120

[Hedgeye @Hedgeye]

BREAKING: SpaceX, $SPCX, shares are down -41.1% from their peak, erasing over $1 trillion of market value.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Apple, $AAPL, officially surpasses Nvidia, $NVDA, and becomes the world’s most valuable company.

[Watcher.Guru @WatcherGuru]

JUST IN: Elon Musk's SpaceX $SPCX hits post-IPO low, falling under $135

[The Kobeissi Letter @KobeissiLetter]

It's official:

IBM stock, $IBM, is now on track for its biggest daily decline since 1968, down -26%.

That's -$70 billion in market cap erased today.

The lesson? Don't get comfortable in the AI economy, keep evolving.

[La Tercera @latercera]

El precio de las viviendas creció tres veces más que los ingresos de los hogares en las últimas dos décadas

https://t.co/peIzmkXktx

[Domino's Pizza UK @Dominos_UK]

BREAKING NEWS

[World Cup Anime @WorldCupAnime]

The Only One Who Can Defeat France.

[Progress Bar 2026 @ProgressBar202_]

2026 is 50% complete.

[Progress Bar 2026 @ProgressBar202_]

2026 is 41% complete.

[Nicolás Paut @nicopaut]

¡AHORA! El Banco Central corrige a la baja el PIB del primer trimestre. Según el informe de Cuentas Nacionales, la actividad entre enero y marzo CAYÓ -0,5%, esto es 2 décimas más bajo de lo estimado por los Imacec de cada mes.

[Nicolás Paut @nicopaut]

¡AHORA! El desempleo se disparó a 8,9% en Chile entre enero y marzo. En medio de la reducción de la jornada laboral a 42 horas y la discusión del alza del salario mínimo, esta cifra traerá muchas consecuencias.

[Latinometrics @LatamData]

CHILE | 1.1 children per woman: Chile records Latin America's lowest fertility rate, far below the 2.1 replacement level as the region's average falls to 1.8.

(CNN)

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump says Iran has agreed to suspend its nuclear program indefinitely, and will not receive any frozen funds from the US, per Bloomberg.

Details include:

1. Trump says that a deal to end the war between the US/Israel and Iran is now "mostly complete"

2. Talks over a lasting agreement will "probably" be held this weekend and "most main points are finalized"

3. Trump denied that the moratorium on Iran’s nuclear program would expire after 20 years

4. Trump has not yet decided who would lead the US delegation for talks to sign the agreement

US oil prices are down to a 5-week low.

[The Hormuz Letter @HormuzLetter]

BREAKING: Iran's Foreign Minister Araghchi declares the Strait of Hormuz "completely open" for all commercial vessels for the remaining period of the ceasefire, explicitly linking it to the Lebanon ceasefire.

Vessels will use the coordinated route via Larak Island, Iran's military-controlled transit corridor.

Oil is down 8% on this statement.

[Jim Bianco @biancoresearch]

Before the war, the world was producing about 100M barrels of oil a day, and consuming about 100M barrels of oil a day.

Now the world is producing somewhere between 85M and 90M barrels of oil a day. That means somebody has to stop consuming 10M to 15M barrels of oil a day. Economists call this demand destruction.

The market has a very efficient way to get to this reduced level of demand, it raises the price forcing marginal buyers to stop consuming oil.

But if government subsidize the current high price of oil, the demand does not change and the market price has to go higher in order to get that demand destruction.

I’m all in favor of lower oil prices like everybody else, but we’ve got a supply demand imbalance that needs to be brought into equilibrium.

So either open the Strait so we can get back to 100M of oil a day, or figure out another way to tell the equivalent of 10m to 15M barrels of oil a day that they cannot go to the gas station to fill up their car.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: March CPI inflation RISES to 3.3%, below expectations of 3.4%.

Core CPI inflation rise to 2.6%, below expectations of 2.7%.

CPI inflation is now up to its highest level since May 2024 amid the Iran War.

Fed rate cuts have been priced-out for 2026.

[revolvermag @Revolvermag]

💀🦇 15 years ago today: Avenged Sevenfold released the single "So Far Away."

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The US and Iran are discussing a potential deal that would involve a ceasefire in exchange for Iran reopening the Strait of Hormuz, per Axios.

Details include:

1. China and Pakistan reportedly presented a peace initiative along those lines on Tuesday

2. Earlier today, Ian's Foreign Ministry called Trump's claims that Iran has requested a ceasefire to be "false and baseless."

3. US officials have cautioned that it was unclear whether a deal could be reached

The nonstop headlines continue.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: In a major escalation, Yemen's Houthi Group has officially joined the war with a ballistic missle launch at Israel, just as the war hit its one-month mark.

All eyes are now on the Bab al-Mandab Strait.

If closed, the world loses another ~6 million barrels of daily oil supply.