Felix

I trade stocks mostly | Business, Economics & Finance | Founder @tradingroomke | Co-Founder @indfluential | Rotarian

[Felix @ffochieng]

Be an authority in your field. Have some expertise and relevant facts. Be ahead of the game. Be ready to share credible information and updates that will set you apart and make you unique. Don't just be part of competition. Be distinct.

Have a great Friday

[The Kobeissi Letter @KobeissiLetter]

What just happened?

The S&P 500 just erased nearly -$2 TRILLION of market cap just hours after 3rd strongest US jobs report in 18 months.

Meanwhile, Bitcoin is officially down over -50% from its record high in October 2025.

What's happening? Let us explain.

(a thread)

[Mwango Capital @MwangoCapital]

Dangote Refinery says it processed 700,000 barrels of crude oil per day in a performance test, above its 650,000 barrels per day nameplate capacity.

The company is targeting 1.4 million barrels per day within 30 months, with exports already reaching Africa, Europe, the US, and Saudi Arabia.

[Eric Jackson @Jayriq]

I am not saying do away with Nominee accounts, I am saying disclose the beneficial owners of those Nominee Accounts esp when ownership is above a certain threshold.

Every month there is a block trade on the market but you can’t know who is trading.

Plus we need any insider buys/sells disclosed in time.

All developed exchanges do this.

[Felix @ffochieng]

@Jayriq Exactly

[Felix @ffochieng]

Hey @Coopbankenya, please do something about the service delivery for the Executive Banking at T-Mall. Only one teller, and frankly quite slow service.

Asante.

[Eric Jackson @Jayriq]

@ffochieng They need to bring the push back. Now we don’t even know who owns $KPC, which they called ‘a strategic national asset’.

[Felix @ffochieng]

@Jayriq Yes, CDSC had started the push against this, and now suddenly they’re hiding behind “beneficial ownership” legislation.

[Felix @ffochieng]

Interesting how the combat push against Nominee Accounts stopped and is back up quickly taking shape with FMs now being the largest beneficiaries.

[Mwango Capital @MwangoCapital]

Business Daily reports that about 90% of KPC’s top owners bought shares through nominee accounts during the company’s IPO, keeping the identity of the beneficial owners anonymous.

Only two of the top 20 shareholders were disclosed, even as the top 20 investors hold a combined 94.27% stake in KPC.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Iran announces it is ending all negotiations with the US and vows to "completely" block the Strait of Hormuz, per CNBC.

Iran says it is ending negotiations due to repeated ceasefire violations including Israeli strikes in Lebanon.

Iran also threatens to block the Bab el-Mandeb Strait.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump says the US Navy is lifting its "blockade" of the Strait of Hormuz and he is meeting in the Situation Room to make a "final determination" on the Iran deal.

[Felix @ffochieng]

@MwangoCapital Spending cuts…😅

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Iranian state media announces initial details of the "Memorandum of Understanding" for the US-Iran peace deal.

INITIAL DETAILS OF THE DEAL, PER IRAN:

1. US Military forces will withdraw from the vicinity of Iran

2. The US Navy will lift its blockade of the Strait of Hormuz

3. Iran has committed to restoring the number of commercial transit ships through the Strait of Hormuz to pre-war levels within 1 month

4. Iranian state media says military vessels are not included in this draft agreement

5. The management and routing of ship traffic through the Strait of Hormuz will be handled by Iran in cooperation with Oman

6. If a final deal is reached within 60 days, this agreement will be approved in the form of a binding UN Security Council resolution

US oil prices extend losses to drop below $89/barrel.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: South Korea’s stock market surges to a new record high, now officially up another +100% in 2026.

[Felix @ffochieng]

About a month ago, I picked my first Toyota, left the Nissan and the Mazda for city drives only.

Off-roading has never felt any better, the reliability of the #Hilux is amazing, everyday. 🛻

[The Trading Room @tradingroomke]

HF Group PLC has announced a change of its name to HFCB Group PLC (@hfcbkenya), marking another step in the Group’s transformation journey as it continues strengthening its position in Kenya’s financial services sector.
https://t.co/5fqVjtskPm

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US stock market surge in anticipation of a peace deal between the US and Iran after a highly eventful weekend:

1. S&P 500: +0.6%
2. Nasdaq 100: +0.7%
3. Dow Jones: +0.5%
4. WTI Crude: -5.0%
5. Brent: -2.0%
6. Gold: +1.0%

We expect a busy week ahead.

[Tymon 🇪🇺 @tywojci]

this little fucker uses the same engines as A321s, this is the sort of greed they speak of in the Bible

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US officials say Iran has agreed to give up its highly enriched uranium under the deal which President Trump said will “soon” be announced, per NYT.

Iran has yet to make any public statements on the supposed agreement.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump says an agreement with Iran has been “largely negotiated” and will be announced shortly.

Trump says the Strait of Hormuz will be reopened under the agreement.