Samar

[The Kobeissi Letter @KobeissiLetter]

Absolutely incredible.

In an unprecedented move, South Korea's stock market just collapsed -44% in 40 days, erasing -$2 trillion in market cap.

Now, South Korea's finance ministry has announced plans to "stabilize" the market.

What is happening? Let us explain.

(a thread)

[The Kobeissi Letter @KobeissiLetter]

The US bond market is in serious trouble.

As new reports emerge of Iranian drone attacks on the UAE's energy infrastructure, yields are surging.

The 10Y Note Yield is now up to 4.45%, nearing the same level that resulted in the ceasefire and the April 2025 "90-day tariff pause."

Meanwhile, the market-implied BASE CASE now shows no interest rate cuts until December 2027.

There is now a 42% chance of a rate HIKE by March 2027.

It appears that $5/gallon gas prices and 7%+ mortgages are on the way.

The bond market needs help.

[Samar @samarafg]

@15mel03 @EASFCDirect Same here, is still had 5/6 hours left

[Elon Musk @elonmusk]

@AOC Starlink will support connectivity to internationally recognized aid organizations in Gaza.

[ComStar]

[Elon Musk @elonmusk]

Oh the Irany …

[Elon Musk @elonmusk]

Government paid Twitter millions of dollars to censor info from the public

[Elon Musk @elonmusk]

Working with Doge devs to improve system transaction efficiency. Potentially promising.

[Elon Musk @elonmusk]

Here come the shorty apologists
Give them no respect
Get Shorty

[Elon Musk @elonmusk]

u can’t sell houses u don’t own
u can’t sell cars u don’t own
but
u *can* sell stock u don’t own!?
this is bs – shorting is a scam
legal only for vestigial reasons

[Elon Musk @elonmusk]

@AOC @RobinhoodApp Absolutely

[Samar @samarafg]

@elonmusk Help the discord! #wsb

[Buck Sexton @BuckSexton]

Somebody is going to have to explain why a public Reddit thread calling for individual investors to buy a stock is not ok

But billion dollar hedge funds appearing on financial tv anytime they want to pump whatever stock they want is totally fine

[Chamath Palihapitiya @chamath]

I will win.

[Elon Musk @elonmusk]

Gamestonk!!
https://t.co/RZtkDzAewJ

[Samar @samarafg]

@thuisbezorgd @MvS_87 Kunnen jullie aub ons restaurant openen en of onze T-connect opnieuw activeren? Zie dm aub.

[Samar @samarafg]

@airbenderbaby Hahaha you know the boredom struck me when I’m here😂

[Samar @samarafg]

@thuisbezorgd dag Thuisbezorgd, ik heb jullie een DM gestuurd. Kunnen jullie hier even naar kijken?

[Samar @samarafg]

@frojocakes Ik dacht ff dat jij dit had gemaakt 😂😂

[Samar @samarafg]

@PostNL maar wordt deze dan nog wel thuis bezorgd?