According to The Kobeissi Letter, President Trump is granting a 1-month tariff exemption to the Big 3 automakers, as reported by WSJ. This move could potentially impact the automotive sector's stock prices and trade dynamics in the short term.

According to The Kobeissi Letter, American consumer confidence in equities has declined, with only 46.8% expecting stock prices to rise over the next 12 months as of February 2025. This marks the lowest confidence level since April 2024 and represents a significant drop from 54.2% in January 2025, the largest monthly decline since the March 2020 crash.

According to Tom Emmer, the U.S. administration under President Trump is focused on ensuring that American AI technology becomes the gold standard worldwide. This policy could influence global technology markets by reinforcing the dominance of U.S.-based AI firms, potentially leading to increased investment and trading opportunities in these companies. Emmer highlights the administration's commitment to maintaining leadership in AI technology, which could affect stock prices and market trends related to AI sectors. [Source: Tom Emmer's Twitter]

According to The Kobeissi Letter, Sam Altman has responded with 'no thank you,' which may influence investor sentiment towards companies associated with him, potentially affecting their stock prices.

According to Eric Balchunas, the asset gap between VOO and SPY is $5 billion. SPY is experiencing mild inflows, attributed to the rise in stock prices over recent days, indicating resilience despite expectations of a quicker resolution to the asset gap battle.