Panos Tsounis

Co-owner and CEO of Omen Finance, Investor

[Barchart @Barchart]

JUST IN 🚨: China expected to announce a new stimulus package of $283 Billion

[The Kobeissi Letter @KobeissiLetter]

Nvidia, $NVDA, is now the first stock to have an in-person watch party for earnings results.

[Lawrence McDonald @Convertbond]

If your third largest customer is committing fraud, is that bullish???

Nvidia $NVDA
Super Micro Computer $SMCI

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Warren Buffett's Berkshire Hathaway discloses that they have sold nearly 50% of their shares of Apple, $AAPL.

Buffett's position in $AAPL was reduced by $86 BILLION.

Is Buffett calling a top in tech?

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The odds of Donald Trump winning the 2024 Presidential Election surge to a record 68% after assassination attempt.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump stands up after getting shot and fist pumps the crowd.

This is insane.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The shooter who attempted to assassinate President Trump is dead.

Videos show the shooter being dragged out of the event.

[Richard Meyer @RichardMeyerDC]

U.S. natural gas on the verge of becoming the #1 energy source.

[Panos Tsounis @ptsounis]

@Real_JimmyGreen Jimmy πιστεψέ με αν είχες φάει και εσύ την τάπα που έφαγε απο τον Γκραντ , το ίδιο θα αντιδρουσες 😂

[Barchart @Barchart]

Oops 😂 - GameStop $GME

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Overnight trading of GameStop stock, $GME, has been halted on Robinhood.

[The Kobeissi Letter @KobeissiLetter]

The equal-weighted S&P 500 relative to the S&P 500 index has dropped to its lowest level since March 2009.

This year, the S&P 500 has gained ~10% while the equal-weighted index rallied just 3%.

At the same time, Magnificent 7 stocks have rallied over 50%.

Since the ratio peaked in February 2023, the S&P 500 is up ~29% compared to a 7% gain of the equal-weighted index.

Meanwhile, the top 10% of US stocks now account for ~75% of the S&P 500, the most since the 1930s’.

The market has never been driven by so few names.

How long can the Magnificent 7 lead higher?

[The Kobeissi Letter @KobeissiLetter]

JUST IN: Copper prices rise to a new record high of $5.08 per pound, now up 30% year-to-date.

The previous all time high of $5.03 took place in March 2022 when inflation had risen at its fastest pace in 40 years.

Over the last 3 months, copper prices are up 35%, fueling additional inflationary pressures.

In 2 years, copper prices have surged by a massive ~55%.

Historically, there has been a high correlation between rising copper prices and inflation CPI in the US.

More evidence that inflation is on the rise.

[The Kobeissi Letter @KobeissiLetter]

A preview of what happens when deficit spending gets out of control.

Japan currently has a 260%+ Debt-to-GDP ratio.

In 30 years, the US is expected to hit a ~170% Debt-to-GDP ratio.

Future generations will pay for our mistakes.

We must reduce deficit spending now.

[Barchart @Barchart]

Cocoa trying to trade off the chart 😂

[zerohedge @zerohedge]

Only market that's open

[Bitcoin Archive @BitcoinArchive]

BREAKING‼️ Bitcoin plunges $6,000 in minutes after reports of Iran launching up to 100 drones towards Israel in retaliation for their embassy being bombed by Israel earlier this month.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: #Bitcoin prices are now down over 10% in just 30 minutes to their lowest level since March 20th.

Bitcoin is now also down 20% from its recent all time high.

The drop in Bitcoin began shortly after it was reported that Iran had launched a drone attack against Israel.

The recent pullback in Bitcoin has erased over $300 billion from crypto markets.

What's happening here?

[Barak Ravid @BarakRavid]

🚨🚨🚨A senior Israeli official told me the Iranian attack includes "hundreds of attack drones"

[Collin Rugg @CollinRugg]

JUST IN: 7.5 magnitude earthquake strikes Taiwan, rocking the whole island and even causing several buildings to collapse.

The earthquake triggered a tsunami warning of up to 10 feet from Japan.

"Tsunami is coming. Please evacuate immediately. Do not stop. Do not go back," said an NHK anchor.

The city of Hualien on the east coast of Taiwan appeared to sustain significant damage. The city was near the epicenter of the earthquake.