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@KobeissiLetter The Kobeissi Letter
The US government shutdown is having significant effects, including a record $X billion in crypto liquidations, air traffic control shortages, and delayed economic data releases. The shutdown is also impacting air travel, with XXXXX flights set to be cancelled per day and XXXXX employees furloughed. Additionally, XX million people face interruption of SNAP benefits, with $XX billion in payments at risk.
Engagements: XXXXXXXXX #
- X Week XXXXXXXXXX -XX%
- X Month XXXXXXXXXXX +21%
- X Months XXXXXXXXXXXXX +22%
- X Year XXXXXXXXXXXXX +228%
Mentions: XXX #
- X Week XXX -XX%
- X Month XXXXX -XXXX%
- X Months XXXXX -XX%
- X Year XXXXX +93%
Followers: XXXXXXXXX #
- X Week XXXXXXXXX +1.20%
- X Month XXXXXXXXX +6.80%
- X Months XXXXXXXXX +27%
- X Year XXXXXXXXX +89%
CreatorRank: XXX #
Social Influence
Social category influence finance #14 stocks #104 technology brands #759 countries XXXX% cryptocurrencies #46 currencies #1171 celebrities #2423 exchanges #857 automotive brands XXXX% travel destinations XXXX%
Social topic influence ai #445, market cap #1, china #491, history #198, the first #214, bitcoin #54, level #2268, sampp 500 #3, in november #1, inflation #1
Top accounts mentioned or mentioned by @grok @k2__investment @cmpstoperator @bullrungenius @orbler1 @suryapro @thexavierprince @notsocraxy @tesst399016 @mohit_gautam139 @mister7sa @winrprotocol @tonitrades_ @stockdatamarket @simon_reseke @castelloai @carm1nee @truflation @cryptointelplug @tcilgin78
Top assets mentioned Bitcoin (BTC) NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Oracle Corporation (ORCL) Strategy (MSTR) Metadium (META) Dell Technologies, Inc. (DELL) Advanced Micro Devices (AMD) Netflix Inc (NFLX) Accenture (ACN) Amazon.com, Inc. (AMZN) SPDR S&P XXX ETF Trust (SPY) Lululemon Athletica Inc (LULU)
Top Social Posts
Top posts by engagements in the last XX hours
"Recent Layoff Announcements: X. UPS: 48000 employees X. Amazon: Up to 30000 employees X. Intel: 24000 employees X. Nestle: 16000 employees X. Accenture: 11000 employees X. Ford: 11000 employees X. Novo Nordisk: 9000 employees X. Microsoft: 7000 employees X. PwC: 5600 employees XX. Salesforce: 4000 employees XX. Paramount: 2000 employees XX. Target: 1800 employees XX. Kroger: 1000 employees XX. Applied Materials: 1444 employees XX. Meta: XXX employees The labor market is clearly weakening"
X Link 2025-10-28T16:31Z 1.2M followers, 21.9M engagements
"BREAKING: Chinas official manufacturing PMI hit XXXX points in November marking its 8th consecutive monthly contraction the longest on record. This came in below expectations of XXXX points. At the same time the non-manufacturing PMI a measure of activity in construction and services fell to XXXX its first monthly contraction since December 2022. This reading also missed expectations of XX points. Weakness was primarily driven by ongoing stress in the real estate and residential services sectors. Novembers figures point to continued deterioration in domestic demand in the worlds 2nd-largest"
X Link 2025-12-01T23:11Z 1.2M followers, 153K engagements
"BREAKING: Amazon stock $AMZN surges after announcing a new in-house built AI chip which it says is more "cost effective" than Nvidia's"
X Link 2025-12-02T16:06Z 1.2M followers, 556.6K engagements
"BREAKING: After speaking with China's President Xi President Trump called Japan's Prime Minister and advised her not to provoke China over Taiwan per WSJ"
X Link 2025-11-26T23:32Z 1.2M followers, 595.6K engagements
"BREAKING: Bitcoin falls -$4000 in X hours as mass liquidations return. $XXX million worth of levered longs have been liquidated over the last XX minutes"
X Link 2025-12-01T00:54Z 1.2M followers, 6.7M engagements
"BREAKING: The odds of White House Economic Advisor Kevin Hassett being the next Fed Chairman surge to a record high XX% per Polymarket. President Trump said he has picked the next Fed Chair and will announce it "soon." A new era of monetary policy is coming"
X Link 2025-12-02T16:50Z 1.2M followers, 726.4K engagements
"US leading economic indicators are still deteriorating: The ratio of US leading to coincident economic indicators is down to XXXX the lowest level since 2008. This ratio has now declined for X consecutive years. The Conference Board Leading Economic Index (LEI) tracks forward-looking data including consumer expectations manufacturing orders weekly hours and initial jobless claims. Meanwhile the Coincident Economic Index (CEI) measures current economic conditions in real time such as nonfarm payrolls. Historically in every case where this ratio has declined as sharply as it has now the US"
X Link 2025-12-05T20:19Z 1.2M followers, 132.6K engagements
"Copper prices are surging: Copper prices in London hit a record $11620 per ton on Friday. Prices have risen over +30% this year as investors anticipate a shortage driven by aggressive US stockpiling ahead of potential import tariffs next year. Inventories at global exchanges have surged to 656000 tons the highest since 2018. XX% of those inventories are now stored in US Comex warehouses. As a result the copper market is expected to shift into a structural deficit next year. Copper prices are heading higher"
X Link 2025-12-07T22:16Z 1.2M followers, 155.5K engagements
"BREAKING: President Trump says he will be involved in the final decision around Netflixs acquisition of Warner Brothers and the deal could be a problem"
X Link 2025-12-07T23:53Z 1.2M followers, 767.9K engagements
"This is why we see another Fed rate cut this week their 3rd cut of 2025. American consumers are struggling from a rapidly declining labor market. Yet the largest US companies are thriving as AI explodes and rate cuts will add fuel to the fire. All as inflation runs at 3%+"
X Link 2025-12-08T14:46Z 1.2M followers, 25.8K engagements
"BREAKING: Bitcoin surges above $93000 as over $XXX million worth of levered shorts are liquidated in XX minutes"
X Link 2025-12-09T16:05Z 1.2M followers, 210.7K engagements
"PRESIDENT TRUMP: "My favorite word is tariff.""
X Link 2025-12-10T00:44Z 1.2M followers, 126.8K engagements
"Retail investors are beating the market: Individual investors who invest through ETFs have returned +23% YTD on average. By comparison the S&P XXX ETF $SPY and the Nasdaq XXX ETF $QQQ have returned +12% and +15% over the same period under dollar-cost-averaging strategies. Dollar-cost averaging measures performance as if the same fixed amount were invested regularly throughout the year making this a proxy for how many retail investors actually invest. Put differently the average individual investor has nearly doubled the S&P 500's performance in 2025. This comes as retail bet heavily on tech"
X Link 2025-12-10T13:57Z 1.2M followers, 149.6K engagements
"Weakness in the US labor market is intensifying: US nonfarm employment fell -9000 in November marking the 2nd consecutive monthly decline according to Revelio. The firm compiles data from company career pages such as LinkedIn and Indeed and staffing agencies. This comes as private employment dropped -19400 while the government added +10400 jobs. Furthermore Octobers decline was revised sharply lower by -6400 jobs to -15500. This brings total downward revisions to -158800 over the last X months. Nonfarm payrolls have now posted X declines over the last X months the worst streak in at least 5"
X Link 2025-12-06T14:38Z 1.2M followers, 172.3K engagements
"However the data says otherwise. There is currently just a XX% chance that the US economy enters a recession by 2027 per Polymarket. Odds are down XX% percentage points since October 2025 and at their lowest level yet. The data says we are NOT in or near a recession"
X Link 2025-12-08T14:46Z 1.2M followers, 29.4K engagements
"FED CHAIR POWELL: "Our two goals are a bit in tension it's very unusual." Once again stagflation has arrived"
X Link 2025-12-10T19:47Z 1.2M followers, 251.4K engagements
"BREAKING: Gold prices fall below $4000/oz for the first time since October 13th as the US and China prepare a trade deal"
X Link 2025-10-27T14:38Z 1.2M followers, 581.8K engagements
"Compounding inflation is a global crisis: Since January 2021 the UK gas experienced the largest surge in prices among major economies at +28.2%. The US saw cumulative inflation of +23.8% followed by the Euro Area at +23.1% and Germany at +21.2%. Frances cumulative inflation reached +15.1% while Japan recorded +12.4% over the same period. On the other hand China saw only a +2.8% cumulative CPI increase as the country has been struggling with weak domestic demand and a real estate downturn. Put simply consumers in major economies have lost XX% to XX% of their purchasing power since January"
X Link 2025-11-27T18:33Z 1.2M followers, 222.9K engagements
"Can non-tech S&P XXX components catch up Currently XX% or XXX of the S&P 500's components are in bear market territory the most since May. By comparison this percentage oscillated around XX% for the XX months ending in November 2024. As a result of narrowing breadth the S&P 500's equal-weighted index relative to the S&P XXX has fallen to near its lowest level in XX years. This means the average stock has significantly underperformed the market benchmark. If market breadth can improve fuel will be added to the fire"
X Link 2025-12-06T19:07Z 1.2M followers, 95K engagements
"BREAKING: Bitcoin officially turns positive on the year now up +1.2% YTD. Dip buyers are winning"
X Link 2025-12-09T17:11Z 1.2M followers, 126.2K engagements
"Institutional demand for AI-related stocks is surging: US insurers purchased +$2.4 million of Nvidia $NVDA Microsoft $MSFT Alphabet $GOOGL and Meta $META on average per day over the XX days ending November 30th. Insurers have been net buyers of these names over the last XX months. In October the 90-day moving average of net purchases rose to a record +$8.0 million. This is a sharp contrast to 2023 and 2024 when insurers were net sellers of these stocks. Institutional demand for AI stocks is incrediblystrong"
X Link 2025-12-11T01:00Z 1.2M followers, 121.4K engagements
"BREAKING: The S&P XXX erases overnight losses of -X% and officially turns green on the day. Dip buyers are in full swing"
X Link 2025-12-11T17:33Z 1.2M followers, 190.2K engagements
"This is wild: A map of OpenAI's recent partnerships. Now one of the largest companies in the world worth over $500B still owned by a non-profit parent. What's next"
X Link 2025-10-07T18:02Z 1.2M followers, 479.3K engagements
"The elephant in the room: Alphabet Amazon Meta Microsoft and OpenAI alone have announced $XXX BILLION in commitments for new data centers in 2025. Meanwhile electricity prices are up +35% since 2022. With nuclear power 10+ years away how will we meet electricity demand"
X Link 2025-10-09T16:25Z 1.2M followers, 524.5K engagements
"BREAKING: Alphabet stock $GOOGL surges over +7% after reporting stronger than expected Q3 2025 earnings. The AI Revolution is on fire"
X Link 2025-10-29T20:06Z 1.2M followers, 1.1M engagements
"Travel to Las Vegas is down by -X million people in 2025. So why is Wynn Resorts up +42% YTD while Caesars is down -XX% YTD The blatant reality There are X "economies" in the US: Rich versus poor and the gap has never been larger"
X Link 2025-10-31T17:32Z 1.2M followers, 913.5K engagements
"BREAKING: Global broad money supply surged +6.7% YoY in September reaching a record $XXX trillion. This measure covers XXX economies representing XX% of global GDP. Year-to-date money supply has jumped +9.1% driven by China and the US. Since 2000 global money supply has risen +446% or $XXX trillion a compounded annual growth rate of +7.0%. China now makes up the largest proportion at $XX trillion or XX% of global liquidity. The European Union follows at $XXXX trillion or XX% and the US at $XXXX trillion or 16%. Money supply is through the roof"
X Link 2025-11-07T19:09Z 1.2M followers, 945.5K engagements
"Chinas housing crash is accelerating: New-home prices in China's XX major cities fell -XXXX% MoM in October the steepest drop in a year. At the same time resale home prices fell -XXXX% MoM the largest decline in XX months. All XX cities surveyed recorded declines in both new and resale home prices confirming broad-based weakness across the entire market. Chinas property downturn has now lasted for over X years. Meanwhile a survey conducted by the China Index Academy across over XXX cities showed home-purchasing confidence in smaller cities dropped -XXX percentage points MoM. China's real"
X Link 2025-11-16T02:35Z 1.2M followers, 1.3M engagements
"BREAKING: Japan's 20Y Government Bond Yield surges to XXXX% the highest level in history as the government prepares a $XXX billion stimulus package. This chart is truly insane"
X Link 2025-11-17T13:42Z 1.2M followers, 1.4M engagements
"BREAKING: Japan's 40Y Government Bond Yield surges to XXXXX% its highest level in history as markets prepare for more stimulus"
X Link 2025-11-19T03:19Z 1.2M followers, 989.3K engagements
"Nuclear power spending is set to surge rapidly in the US: The US is expected to spend at least $XXX billion on nuclear power by 2050. This would boost output from nuclear reactors by +63% over the next XX years. Furthermore annual nuclear spending is estimated to surge 10x by 2038 to $XX billion. By 2025 AI data centers are expected to demand +53 gigawatts of new nuclear capacity and lift the total nuclear fleet to XXX gigawatts. AI is set to driveanuclearenergy boom"
X Link 2025-11-21T18:31Z 1.2M followers, 196.2K engagements
"BREAKING: Hedge funds recorded their largest 2-day net purchase of US equities since May on November 21st and 24th. This also marked one of the biggest 2-day buying periods over the last X years. Single stocks and macro products such as index futures and ETFs reflected XX% and XX% of total US net notional buying. The Information Technology sector led overall activity with hedge funds increasing long exposure across most subsectors. The strongest buying occurred in Semiconductors & Semiconductor Equipment Technology Hardware and Communication Equipment. Hedge funds are aggressively buying the"
X Link 2025-11-26T17:30Z 1.2M followers, 406.8K engagements
"Alternative data shows US layoffs are surging: Job cuts tracked by MacroEdge jumped +70609 MoM in October to 154559 the highest in at least X years. Monthly job cuts have now exceeded 100000 for the 5th time this year. At the same time layoff announcements compiled by Challenger Gray spiked +99010 to 153074 the highest since March. This also marks the highest monthly number for any October in XX years. All while employees notified of mass layoffs via WARN notices tracked by Revelio rose +11912 last month to 43626 the 2nd-highest in at least X years. US layoffs areaccelerating"
X Link 2025-11-28T02:54Z 1.2M followers, 259.6K engagements
"What we are seeing in Silver right now is truly historic: Now above the 1980 and 2011 highs and above $55/oz for the first time in history. While everyone is fighting over the "AI bubble" precious metals are casually crushing every other asset class. What does it mean Gold and silver always know what's coming next first. Own assets or be left behind"
X Link 2025-11-28T16:57Z 1.2M followers, 1.3M engagements
"Something unusual is happening in the US Treasury market: Chinas Treasury holdings as a % of all foreign holdings is down to XXX% the lowest in XX years. This percentage has declined -XX points over the last XX years. As a result China now ranks as the worlds 3rd-largest foreign Treasury holder after previously holding the top spot. During the same period the UKs percentage has QUADRUPLED to XXX% near the highest on record. Meanwhile Japans percentage now the largest foreign owner of US Treasuries has declined -XX points over the last XX years to XXXX% near the lowest this century. Foreign"
X Link 2025-11-29T23:41Z 1.2M followers, 516.6K engagements
"BREAKING: The Vanguard S&P XXX ETF $VOO posted a +$20.82 billion net inflow in November the 2nd-highest in at least X years. This also marks the 5th consecutive monthly inflow. Year-to-date $VOO net inflows are now up +17% to +$124.29 billion on track for its biggest yearly inflow since its inception. Since the start of 2023 the fund has seen just one month with net outflows. Investors are piling into US large-cap stocks atarecordpace"
X Link 2025-12-01T20:27Z 1.2M followers, 200.1K engagements
"BREAKING: President Trump says he will be making a big announcement at 2:00 PM ET on Tuesday"
X Link 2025-12-02T02:32Z 1.2M followers, 15.1M engagements
"BREAKING: The Federal Reserve has officially ended quantitative tightening (QT)"
X Link 2025-12-02T11:06Z 1.2M followers, 2.3M engagements
"BREAKING: Bitcoin is on track for its biggest daily gain since May 2025 nearing $91000 as levered short liquidations surge. In the last XX minutes alone $XXX million of shorts have been liquidated compared to just $X million of longs. Recent swings in crypto are ENTIRELY mechanical"
X Link 2025-12-02T15:28Z 1.2M followers, 540.2K engagements
"BREAKING: President Trump introduces White House Economic Advisor Kevin Hassett as the potential Fed Chair"
X Link 2025-12-02T20:05Z 1.2M followers, 253.1K engagements
"BREAKING: Anthropic is preparing to go public by as soon as 2026 in what is expected to be one of the biggest IPOs in history per FT. Anthropic is currently in talks for a funding round valuing the company at over $XXX billion"
X Link 2025-12-03T00:45Z 1.2M followers, 1.2M engagements
"Affordability of necessities in the US continues to deteriorate: Since January 2021 food away from home prices have surged +28% to an all-time high. Shelter prices have risen +27% over the same period also setting a record. Food at home and services other than rent have increased +25% and +24% respectively. By comparison average wages have advanced just +20% over this time. Furthermore shelter costs have soared nearly +50% since 2015 the steepest 10-year increase since the mid-1990s. Wage growth has failed to keep up with surging costs of basic necessities. Asset owners are the only winners"
X Link 2025-12-04T01:22Z 1.2M followers, 192.4K engagements
"BREAKING: President Trump has approved tiny cars to be built in the US"
X Link 2025-12-05T14:35Z 1.2M followers, 1.4M engagements
"BREAKING: President Trump is set to announce a new AI platform called "Truth AI.""
X Link 2025-12-05T17:24Z 1.2M followers, 834.3K engagements
"BREAKING: The Federal Reserves balance sheet fell -$37 billion in November to $XXXX trillion to its lowest level since April 2020. The Fed has reduced its assets by -$2.43 trillion or -XX% during its quantitative tightening (QT) program which ended on December 1st after running for X years and X months. This unwound XX% of the +$4.81 trillion added during pandemic-era QE. Treasury securities declined -$4 billion in November to $XXXX trillion the lowest since June 2020. We have now see a -$1.58 trillion decline in treasury securities or -XXXX% from the June 2022 peak. Mortgage-backed"
X Link 2025-12-07T19:11Z 1.2M followers, 541.9K engagements
"US layoffs currently set to match levels seen in the 2008 Financial Crisis. US employers have announced 1170821 job cuts in 2025 the 2nd-highest total in XX years. In November US employers announced 71321 job cuts. This is the 3rd HIGHEST monthly total ever recorded"
X Link 2025-12-08T14:46Z 1.2M followers, 36.4K engagements
"On November 7th we posted the below alert for our premium members. As gold fell below $4000/oz we bought the dip and called for a higher low. Gold is now up +$250/oz since and nearing $4250 today. Subscribe to access our alerts below:"
X Link 2025-12-09T15:59Z 1.2M followers, 45K engagements
"BREAKING: Bitcoins short squeeze accelerates with prices surging above $94000"
X Link 2025-12-09T16:46Z 1.2M followers, 286K engagements
"BREAKING: Bitcoin officially turns positive on the year now up +1.2% YTD. Dip buyers are willing"
X Link 2025-12-09T16:54Z 1.2M followers, 40.7K engagements
"BREAKING: Elon Musk's SpaceX is reportedly preparing for an IPO in 2026 that would raise $XX billion and value the company at $XXX trillion. This would make SpaceX the largest IPO in history"
X Link 2025-12-09T20:51Z 1.2M followers, 782.9K engagements
"BREAKING: Fed Chair Powell says interest rates are now in "a plausible range of neutral." It appears that Fed Chair Powell is preparing to pause rate cuts again"
X Link 2025-12-10T19:38Z 1.2M followers, 140.4K engagements
"The Oracle situation: Oracle $ORCL is down over -XX% after hours following earnings results which have sent the entire AI trade lower. Futures are down -X% right now. But is it warranted First Oracle RAISED CapEx estimates by $XX BILLION for 2026. Raising CapEx guidance has been rewarded by investors all year so what changed The biggest concern right now is Oracle's debt situation; investors are worried about how this CapEx will be financed. The important point here is that Oracle is borrowing because DEMAND is skyrocketing and debt is cheaper than missing the AI Revolution. This is the exact"
X Link 2025-12-11T04:14Z 1.2M followers, 510K engagements
"BREAKING: President Trump is preparing to introduce large tax breaks for corporations. The tax guidance which could come as early as next week will allow companies to take full advantage of R&D tax breaks. Under Trumps new tax bill corporations can claim retroactive R&D deductions set to be worth $XX billion"
X Link 2025-12-11T19:33Z 1.2M followers, 363.7K engagements
"This has been one of the best earnings seasons in years: XX% of the S&P XXX companies have beat earnings expectations by at least X standard deviation the highest percentage in X years. Excluding the post-pandemic recovery this marks the best quarter in at least XX years. By comparison the long-term average has been 48%. At the same time just XX% of firms have missed estimates by at least X standard deviation the lowest share in a year and below the long-term average of 13%. Earnings momentum is exceptionally strong"
X Link 2025-08-07T13:56Z 1.2M followers, 387.9K engagements
"This is the definition of broken: In XX days the Fed will cut rates for the first time in 2025 yet the 30Y Treasury Yield is now near 5.00%. We have RISING interest rates as markets "price-in" Fed interest rate CUTS. Do you realize what's happening (a thread)"
X Link 2025-09-02T13:51Z 1.2M followers, 5.7M engagements
"The collapse of G7 bond markets: Despite aggressive global central bank rate cuts yields are surging in France Japan Germany Canada the US and the UK. The market is quite literally rejecting central bank interest rate cuts. How did we end up here"
X Link 2025-09-02T15:47Z 1.2M followers, 859.7K engagements
"BREAKING: Lululemon stock $LULU crashes over -XX% after reporting weaker than expected earnings. Is consumer spending finally starting to give"
X Link 2025-09-04T20:10Z 1.2M followers, 525.2K engagements
"BREAKING: Elon Musk officially becomes the first person in history to reach a net worth of $XXX billion"
X Link 2025-10-01T19:49Z 1.2M followers, 5.2M engagements
"BREAKING: The White House announces that the US Treasury will be producing $X coins with President Trump's face"
X Link 2025-10-03T17:52Z 1.2M followers, 5.3M engagements
"We've spent the last XX months analyzing EVERY single tariff development: Here's the EXACT playbook for investors. X. Trump puts out cryptic post on tariffs coming for a specific country or sector markets drift lower X. Trump announces large tariff rate (50%+) and markets crash to shake out weak positions X. Dip buyers step in but the head fake rally leads to fresh lows where smart money begins buying X. After the market closes on Friday President Trump doubles down on new tariffs to apply pressure X. On Saturday the target of the new tariff typically responds or comments X. On Sunday before"
X Link 2025-10-12T18:06Z 1.2M followers, 5.5M engagements
"BREAKING: Beyond Meat stock $BYND erases +160% daily gain and turns negative on the day now down -10%. The memestocks rally appears to have come to a tragic end"
X Link 2025-10-22T16:38Z 1.2M followers, 1.1M engagements
"AI growth is exploding: The US now has 5426 data centers more than ALL other major countries COMBINED. And there are $XX BILLION worth of US data centers under construction up +400% since 2022. This will soon reshape the global economy. What's next Let us explain"
X Link 2025-10-27T13:23Z 1.2M followers, 1.7M engagements
"BREAKING: Qualcomm stock $QCOM surges over +10% after announcing new AI chips to compete with AMD and Nvidia"
X Link 2025-10-27T14:11Z 1.2M followers, 310.9K engagements
"It's already starting: Google is officially purchasing nuclear power. Bloomberg is now reporting that NextEra Energy $NEE plans to restart a nuclear power plant in Iowa primarily to supply Google data centers. The 615-megawatt plant shut down in 2020 well before the AI boom and is expected to start delivering power by 2029. NextEra's stock is up sharply on the news because it foreshadows what's coming next for AI. The world simply does NOT have enough power to continue scaling AI growth at its current pace. Nuclear energy is the most promising solution to our global energy shortage. Power"
X Link 2025-10-27T21:15Z 1.2M followers, 768.2K engagements
"This is wild: ALL net wealth in the US stock market since 1926 has been generated by just XXXX% of companies. To put this differently XX% of all stocks have barely contributed to long-term shareholder wealth creation. The top XXXX% of companies reflect XX% of total gains. Interestingly just XXXX% of firms have created HALF of all wealth. This highlights the extreme concentration of stock market returns in top-performing companies. Market wealth is heavily skewed toward a very small minority of companies"
X Link 2025-10-28T00:37Z 1.2M followers, 2.5M engagements
"Shocking stat of the day: Currently XX% of the US population lives in regions experiencing an economic recession the highest share since 2020. The analysis uses the Fed Beige Book a report published X times a year based on anecdotal information gathered from businesses economists and market contacts from the XX Fed districts. The percentage has DOUBLED since the start of 2025. Over the last XX years only 2008 and 2020 saw such a large share of the country in recession. Meanwhile the latest Atlanta Fed estimate for real US GDP growth in Q3 2025 is +3.9%. What ishappeninghere"
X Link 2025-10-30T13:34Z 1.2M followers, 429.9K engagements
"Either Chipotle has collapsed as a brand or young Americans are out of money. Or both. What is happening here"
X Link 2025-10-30T18:44Z 1.2M followers, 2.6M engagements
"BREAKING: The average cost of a familys annual health insurance premium has jumped +6% YoY in 2025 to nearly $27000 an all-time high. This marks the 3rd consecutive annual increase following 2023 and 2024 gains of +7%. In other words premiums are now rising faster than inflation for the 3rd year straight. Since 2000 the average health insurance premium has surged +350%. Small businesses are seeing the largest health-rate increases with over half reporting +10% or more premium hikes in 2025. Health insurance costs have neverbeenhigher"
X Link 2025-10-31T12:46Z 1.2M followers, 808.7K engagements
"Tons of consumer-facing stocks are in or near bear market territory down 20%+ in 2025. AI truly is the lifeline of the global economy"
X Link 2025-11-01T15:03Z 1.2M followers, 468.1K engagements
"The AI construction boom: The Dodge Momentum Index surged +60% YoY in September to the highest on record. This index serves as a leading indicator of non-residential construction tracking projects that typically move from planning to groundbreaking within XXX months. The jump was led by a +75% YoY spike in institutional projects such as healthcare and public buildings and a +53% jump in commercial activity driven by data centers and retail. The index also rose +3% MoM in September extending a powerful uptrend after +5% in August and +21% in July. In other words the surge in AI-driven data"
X Link 2025-11-02T15:51Z 1.2M followers, 111.2K engagements
"OpenAI has now: X. Signed $XXX billion Stargate deal X. Signed $XXX billion Nvidia deal X. Signed $XXX billion AMD deal X. Signed $XX billion Amazon deal X. Signed $XX billion Intel deal X. Signed $XX billion TSMC deal X. Signed $XX billion Microsoft deal X. Signed $XX Billion Oracle deal X. Signed "Multi-Billion Dollar" Broadcom deal XX. Launched a browser to compete with Chrome XX. Become the world's most valuable private company XX. Considered $X trillion IPO by 2027 We are in the midst of a generational technological revolution"
X Link 2025-11-03T15:14Z 1.2M followers, 3.7M engagements
"BREAKING: US Treasury Secretary Bessent announces that $2000 tariff stimulus checks will most likely be going to all Americans who make less than $100000/year"
X Link 2025-11-12T13:30Z 1.2M followers, 12M engagements
"BREAKING: The White House announces that the October jobs report will be released WITHOUT an unemployment rate"
X Link 2025-11-13T14:36Z 1.2M followers, 6.9M engagements
"BREAKING: Ford has reached a deal with Amazon to sell certified used cars directly on Amazon's website"
X Link 2025-11-17T14:21Z 1.2M followers, 6.5M engagements
"Current situation: X. The US is preparing $2000 stimulus checks X. Japan is preparing a $XXX billion stimulus package X. China has approved a $XXX trillion stimulus package X. The Fed is officially ending QT on December 1st X. The US is issuing$1.9 trillion in treasures per year X. Canada is restarting its Quantitative Easing program X. Global M2 money supply is at a record $XXX trillion X. Global rate cuts are at 320+ over the last XX months In what world is another wave of inflation not on its way"
X Link 2025-11-17T15:00Z 1.2M followers, 5.8M engagements
"The Japanese Yen is collapsing: Its now down to its weakest level against the US Dollar since January 15th. All as Japanese government bond yields surge to record highs. Stimulus will NOT fix your economic problems"
X Link 2025-11-19T18:33Z 1.2M followers, 1.3M engagements
"BREAKING: Nvidia $NVDA stock rises +5% after announcing record quarterly revenue of $XX billion. That's +$205 BILLION of market cap on this move"
X Link 2025-11-19T21:23Z 1.2M followers, 2.6M engagements
"This is one of the fastest moving crypto bear markets ever: On October 6th crypto hit a record $XXXX trillion in market cap. Today crypto's total market cap is back below $X trillion. That's -$1.3 trillion in XX days"
X Link 2025-11-20T17:12Z 1.2M followers, 1.5M engagements
"BREAKING: The S&P XXX has now erased -$1.5 trillion in market cap between 10:40 AM ET and 12:20 PM ET. That's -$15 billion PER MINUTE for XXX minutes straight. The craziest part There hasn't been a single material headline yet"
X Link 2025-11-20T17:22Z 1.2M followers, 1.6M engagements
"WHY are markets crashing Our logical explanation: There is quite literally only ONE headline that can even be partially blamed for such a sudden market crash. At 11:20 AM ET the US Labor Department said the November and October employment "situation" will be released on December 16th. By this point the S&P XXX was already down -XX points from its high seen at 10:30 AM ET. However in the XX minutes after this announcement the S&P XXX crashed another -XXX points. We now know that the Fed is effectively entering another interest rate decision with an economic data blackout. Markets do NOT like"
X Link 2025-11-20T17:38Z 1.2M followers, 5.6M engagements
"What just happened In its fastest reversal since "Liberation Day" the S&P XXX just lost -$2 TRILLION of market cap in X hours. Nvidia went from +6% to -X% after reporting RECORD revenue of $XX billion without ANY new headlines. Why did this happen Let us explain"
X Link 2025-11-20T21:50Z 1.2M followers, 2.3M engagements
"BREAKING: Japan's government says it may "intervene" before the Japanese Yen to US Dollar ratio reaches XXX. Over the last X months the Yen has gone from XXX to XXX as a $110B+ stimulus package is coming. We are X% away from "intervention.""
X Link 2025-11-21T06:16Z 1.2M followers, 390.6K engagements
"BREAKING: The US Labor Department announces that the October CPI inflation report has been CANCELLED"
X Link 2025-11-21T16:13Z 1.2M followers, 1.2M engagements
"The US wealth gap is widening: Americans aged 70+ now own a record XXXX% of all US equities held by households. The percentage has surged +10 percentage points since 2020 and has doubled since 2008. As a result these individuals currently own $XXXX trillion of equities and mutual funds. At the same time they own a record XXXX% of all US household wealth or $XXXX trillion. By comparison this percentage was XXXX% between 2006-2010. The wealth gap across generations is widening atarecordpace"
X Link 2025-11-23T00:32Z 1.2M followers, 312.9K engagements
"The story of the day: Alphabet $GOOGL is now up another +4% and Nvidia $NVDA is down -X% on concerns over increased competition. This comes after reports that Meta is considering using Googles AI chips over Nvidias. So is this really that bad for Nvidia The reality is that AI compute demand is rising 5070% YoY and is WELL above levels Nvidia can keep up with. Nvidia still controls as much as XX% of the global AI chip market. Of course increased competition is a material development but Nvidia is still the arms dealer of AI. And the fact that AI chip demand is spreading beyond Nvidia only"
X Link 2025-11-25T14:06Z 1.2M followers, 637.3K engagements
"BREAKING: President Trump is considering firing FBI Director Kash Patel per MSNBC"
X Link 2025-11-25T18:58Z 1.2M followers, 3.3M engagements
"Options market activity is skyrocketing: The average daily notional trading volume in S&P XXX options hit a record $XXX trillion last week. The Dollar value of all options traded each day has DOUBLED over the last year and has surged over XXX% since 2020. As a result notional option volumes in the S&P XXX have now exceeded the Russell 2000's market cap for the first time. This comes as total options volumes reached XX million contracts one of its highest in history according to Goldman Sachs. All while the total YTD put volumes have risen to their 3rd highest level in history. Investors are"
X Link 2025-11-25T20:23Z 1.2M followers, 554.4K engagements
"After today's move: - S&P 500: X% away from all time highs - Fear & Greed Index: XX "Extreme Fear" Sentiment is perfectly positioned for an end of year "Santa rally.""
X Link 2025-11-25T21:26Z 1.2M followers, 345.2K engagements
"BREAKING: The US Treasury posted a $XXXXX billion deficit in October the worst opening month to any fiscal year in history. This exceeds the previous record of $XXXXX billion in October 2020 during the historic pandemic response. Government spending jumped +18% YoY to $XXXXX billion bringing the 6-month moving average up to $XXX billion. To put this differently US government expenditures averaged $XXXX BILLION per day last month. The deficit spiral is accelerating atarecordpace"
X Link 2025-11-26T19:06Z 1.2M followers, 1.1M engagements
"The US economy is now BUILT on AI: US private nonresidential fixed real investment in data centers has soared +300% over the last X years. During the same period inflation-adjusted nonresidential investment in structures excluding data centers has barely seen any growth. These are offices shopping centers hotels warehouses factories manufacturing facilities and other commercial buildings. Meanwhile AI-related spending has contributed XXXX% or X percentage point to the XXX% US GDP growth in the first X months of 2025. Without AI the US would be in a recession"
X Link 2025-11-28T00:11Z 1.2M followers, 290.7K engagements
"BREAKING: Stock market futures have been HALTED due to a cooling issue at a data center for the Chicago Mercantile Exchange"
X Link 2025-11-28T12:35Z 1.2M followers, 734.8K engagements
"BREAKING: Silver prices surge to a new record high of $55/oz now up +90% in 2025. While everyone is focused on AI deficit spending is soaring and the Fed is cutting rates into X% inflation. Own assets or be left behind"
X Link 2025-11-28T14:36Z 1.2M followers, 682.8K engagements
"BREAKING: The S&P XXX posts its best November reversal in history rising +5% since the November 21st low and closes November GREEN. The S&P XXX just added +$2.75 TRILLION in X week. Ignore the noise"
X Link 2025-11-28T18:05Z 1.2M followers, 298.2K engagements
"Is gold setting up for another leg higher The largest US Gold ETF $GLD recorded net outflows of -$1.9 billion over XX days ending Wednesday last week the highest since May. This marked one of the largest withdrawals over the last X years. The move also represented the largest reversal in history from the +$9 billion 21-day net inflows seen in September. After a healthy technical correction gold flows are showing signs of capitulation. We expect more inflows ahead"
X Link 2025-11-29T01:11Z 1.2M followers, 167.6K engagements
"BREAKING: President Trump says the airspace above and surrounding Venezuela is now closed in its entirety. It appears that something is about to happen in Venezuela"
X Link 2025-11-29T12:47Z 1.2M followers, 1.9M engagements
"BREAKING: American shoppers spent a RECORD $XXXX billion online on Black Friday up +9.1% from last year. Adobe Analytics which tracks over X trillion US retail site visits expects shoppers to spend $XXX billion on Saturday and $XXX billion on Sunday up XXX% and 5.4%"
X Link 2025-11-29T16:44Z 1.2M followers, 4M engagements
"US equities are experiencing massive inflows: Investors have poured +$900 billion into US equity funds since November 2024 according to JPMorgan. Inflows accelerated in May and have reached +$450 billion over the last X months. Meanwhile net inflows into fixed income asset funds such as bonds are up to +$400 billion since November 2024. By contrast other asset class funds have pulled in just +$100 billion. Put differently equities have attracted more inflows than all other asset classes COMBINED. Equity inflows remain remarkably strong"
X Link 2025-11-29T20:11Z 1.2M followers, 330.2K engagements
"BREAKING: Venezuela's President Maduro has "repeatedly tried" to contact President Trump since the airspace closure was announced Saturday morning per CNN"
X Link 2025-11-30T03:24Z 1.2M followers, 358.9K engagements
"December is a historically strong month for stocks: Since 1928 the S&P XXX has risen XXXX% of the time in December the highest win rate of any month. In other words only XX of the last XX years have seen negative returns. Over this period the index has returned an average gain of +1.28%. Since 1945 the S&P XXX has gained +1.50% in December on average. Record highs may be on the horizon"
X Link 2025-11-30T16:46Z 1.2M followers, 335.1K engagements
"China's gold and silver are skyrocketing: Silver inventories in warehouses linked to the Shanghai Futures Exchange are down to XXX the lowest since July 2016. Silver stockpiles have declined -XX% since the 2020 pandemic peak. Meanwhile gold inventories in the Shanghai Gold Exchange are down -XX% since the 2021 high to XXX tonnes the lowest since December 2015. This has been mainly driven by massive gold and silver exports to London where a supply shortage has forced inflows amid a squeeze that pushed precious metals prices materially higher. In October alone Chinese exports of gold jumped to"
X Link 2025-11-30T17:48Z 1.2M followers, 190.5K engagements
"Rural home affordability has collapsed: US homebuyers in rural areas need to earn $74508/year to afford a typical home. The required amount has surged +105.8% over the last X years. By comparison the income needed to afford a home has risen +90.9% in suburban counties to $102120 while urban counties have seen a +87.5% increase to $118300. In other words housing affordability has deteriorated the fastest in rural areas. This has been driven by home sale prices which have soared +60.5% in rural areas since Q3 2019 far above the increases of +48.9% and +46.2% in suburban and urban counties"
X Link 2025-11-30T18:49Z 1.2M followers, 288.7K engagements
"Pressure on Japanese government bonds is surging: Open interest in the front month of Japans 10Y government bond futures just hit 188000 contracts the highest since September 2024. The number of outstanding futures contracts that are still active has surged +65000 since June. Since then Japans 10Y bond futures have declined -XXX% to XXX near the lowest since June 2008. During the same period the 10Y government bond yield has risen +34 basis points to XXXX% the highest since June 2008. Rising open interest along with falling prices suggests a growing accumulation of short positions among"
X Link 2025-11-30T21:59Z 1.2M followers, 366.4K engagements
"Crypto's liquidity issue: As seen countless times this year Friday night and Sunday night often come with LARGE crypto moves. Just now we saw Bitcoin fall -$4000 in a matter of minutes without ANY news at all. Why Liquidity is thin. Then add this to the fact that leverage in markets is at record highs right now. As a result the sudden rush of selling volume leads to a domino-effect selloff which is only amplified by the historic amounts of levered positions being liquidated. This crypto "bear market" is still structural in nature. We do NOT view this a fundamental decline"
X Link 2025-12-01T01:12Z 1.2M followers, 1.5M engagements
"US freight is struggling: The Cass Freight Index dropped -XXX% YoY in August to its lowest level since 2020. The index tracks North American freight shipments and remains one of the most important indicators of US shipping activity. This marks the 30th consecutive monthly decline the longest streak since the 2008 Financial Crisis. Over the last X years shipments have fallen -XXXX% with the index down -XXX% in 2023 and -XXX% in 2024. Assuming normal seasonal patterns November shipments would drop -XXXX% YoY. The US freight recessionisdeepening"
X Link 2025-12-01T02:26Z 1.2M followers, 217.5K engagements
"BREAKING: Bitcoin extends losses to -X% on the day as crypto erases -$150 billion in market cap. Once again no news at all for crypto. Just $600+ million in liquidations today"
X Link 2025-12-01T03:05Z 1.2M followers, 722.9K engagements
"BREAKING: Japan's 10Y Government Bond Yield surges to XXXX% its highest level since April 2008. This chart is concerning to say the least"
X Link 2025-12-01T03:59Z 1.2M followers, 4.1M engagements
"BREAKING: Silver prices surge to $58/oz for the first time in history now officially up +100% in 2025. Silver is now up more than X TIMES as much as the S&P XXX in 2025. Keep watching precious metals they know whats next"
X Link 2025-12-01T09:37Z 1.2M followers, 461.7K engagements
"BREAKING: Crypto liquidations surge to $XXX million over the last XX hours as Bitcoin falls toward $84000. No headlines or market moving news yet Bitcoin has erased -$120 billion in market cap in XX hours. Leverage is a dangerous game"
X Link 2025-12-01T15:36Z 1.2M followers, 517.1K engagements
"This is absolutely insane: MicroStrategy's market cap is now worth $XX billion LESS than their Bitcoin holdings. MicroStrategy $MSTR is down -XX% today and -XX% since October 6th. This puts the company's market cap at $XX billion. Meanwhile MicroStrategy holds 650000 Bitcoin worth $XX billion. In other words MicroStrategy's market cap is now trading $XX billion BELOW the value of their Bitcoin holdings. Even if you subtract MicroStrategy's current debt pile of $XXX billion from their current Bitcoin holdings they still hold $XXXX billion worth of Bitcoin on a NET basis. MicroStrategy's NET"
X Link 2025-12-01T16:37Z 1.2M followers, 5.8M engagements
"MicroStrategy's Current Situation: X. Bitcoin holdings: $XXXX billion X. Debt holdings: $XXX billion X. Cash reserve (announced today): $XXX billion X. Bitcoin holdings - Debt + Cash: $XXXX billion X. Market cap of $MSTR: $XX billion MicroStrategy's NET Bitcoin holdings are now $XXX billion ABOVE the company's market cap. The market is pricing-in extreme amounts of risk"
X Link 2025-12-01T17:30Z 1.2M followers, 1.1M engagements
"BREAKING: Apple $AAPL announces that the company's artificial intelligence chief is stepping down"
X Link 2025-12-01T22:26Z 1.2M followers, 323.7K engagements
"Unrealized losses at banks remain historically elevated: Unrealized losses on investment securities for US banks reached $XXXXX billion in Q3 2025. This marks the 14th consecutive quarter of losses matching the 20062009 streak. Furthermore this figure is X times higher than the peak seen in 2008. Such pressure comes as elevated bond yields continue to drag down the value of bank securities. Meanwhile the number of banks on the FDIC Problem Bank List rose to XX last quarter or XXX% of the total. Unrealizedlosses remain an issue for banks"
X Link 2025-12-02T02:20Z 1.2M followers, 280.8K engagements
"US home prices are rising again: The median home sale price rose +2.4% YoY in the X weeks ending November 9th to $393700 the highest since August. This marks the biggest increase in X months according to Redfin. Over the last X years home prices have surged by +$18700 or +5.0%. Meanwhile elevated prices higher mortgage costs and economic uncertainty are causing the homes that do sell to take longer to find buyers. Homes are now taking a median of XX days to go under contract the longest for this time of year since 2019. Housing affordability is somehow stillgettingworse"
X Link 2025-12-02T03:53Z 1.2M followers, 147.7K engagements
"BREAKING: Michael and Susan Dell are donating $XXXX billion to fund "Trump Accounts" for XX million US kids. The commitment comes with a new federal government program which allows parents to open tax-advantaged investment accounts for children under XX. Under the federal program US citizens born from the beginning of 2025 through 2028 will receive a federal grant of $1000 to their Trump Accounts. The Dells have committed to fund these accounts with $XXX for children who are XX or under. The pledged funds will cover XX million children age XX and under in ZIP codes with a median income of"
X Link 2025-12-02T12:44Z 1.2M followers, 698.4K engagements
"BREAKING: President Trump says his new Fed Chair pick will be announced "early next year." US Treasury Secretary Bessent adds that "substantial tax refunds" are coming in Q1 2026. Rate cuts tax refunds and stimulus checks are coming. Own assets"
X Link 2025-12-02T18:00Z 1.2M followers, 375.3K engagements
"President Trump effectively announces that Kevin Hassett will be the next Fed Chair. 2026 is going to be a wild year"
X Link 2025-12-02T20:34Z 1.2M followers, 1.2M engagements
"This is historic: The Magnificent X stocks have rallied +300% since the launch of ChatGPT on November XX 2022. This is more than X TIMES the S&P 500s +72% return. The Nasdaq XXX has risen +120% during this period. Furthermore the Magnificent X have even outperformed silver and gold whose prices have gained +173% and +142% respectively. The only asset that has outperformed the Magnificent X Bitcoin which has rallied +426% since ChatGPT's launch. We are witnessing history on many fronts"
X Link 2025-12-02T21:37Z 1.2M followers, 198.9K engagements
"Silver versus Bitcoin: One Bitcoin can now buy 1458 ounces of silver the least since October 2023. This comes as the Bitcoin-to-Silver ratio has plunged -XX% since the start of the year when one Bitcoin could purchase 3500 ounces of silver. Since August the ratio has more than HALVED. Over this period Bitcoin prices have declined -XX% while silver prices have surged +53%. To put this into perspective the ratio previously crashed -XX% during the 2022 bear market dropping from 2250 ounces per Bitcoin to XXX ounces. Precious metals are in a league of their own right now"
X Link 2025-12-02T22:37Z 1.2M followers, 135.2K engagements
"Major economies are running on leverage likeneverbefore: Japans government Debt-to-GDP ratio stands at XXX% the highest among major economies. The US follows with a Debt-to-GDP ratio of XXX% near its all-time high. European Economic and Monetary Union (EMU) debt-to-GDP is also elevated at 95%. All while Chinas Debt-to-GDP ratio sits at a record 93%. This percentage has doubled over the last XX years. The global debt crisis is real"
X Link 2025-12-03T00:22Z 1.2M followers, 209K engagements
"BREAKING: President Trump says he will be making an announcement at 2:30 PM ET on Wednesday"
X Link 2025-12-03T01:21Z 1.2M followers, 734.4K engagements
"BREAKING: US ADP Private Payrolls unexpectedly fall by -32000 jobs in November while a gain of +10000 jobs was expected. The Fed will have no choice but to cut rates again"
X Link 2025-12-03T13:19Z 1.2M followers, 599.9K engagements
"BREAKING: The SEC is cracking down on highly-levered ETFs amid the recent surge in market volatility. The SEC just issued multiple warning letters to ETF providers effectively "blocking" the introduction of 3x-5x levered ETFs. We write to express concern regarding the registration of ETFs that seek to provide more than XXX% (2x) leveraged exposure to underlying indices or securities the SEC wrote. Leverage is clearly out of control"
X Link 2025-12-03T13:59Z 1.2M followers, 356.8K engagements
"Investors are rushing into the silver market: Physical silver-backed ETF holdings jumped +15.7 million ounces in November. Year-to-date silver ETF holdings have increased in X out of the last XX months. Meanwhile silver skew an indicator of call-option volatility jumped X percentage points over the last X weeks to XX percentage points marking the highest premium over put options since March 2022. Put differently betting on higher silver prices is becoming extremely expensive. Silver prices have soared +101% this year on track for their 2nd-best annual performance in history only below the"
X Link 2025-12-03T14:47Z 1.2M followers, 125K engagements
"Current market concentration is unprecedented: The largest XXX companies now reflect XX% of total US market capitalization the highest since the 1970s. This percentage has risen +23 points over the last XX years. At the same time the S&P XXX excluding the top XXX has fallen -XX percentage points to XX% the lowest in at least XX years. By comparison XXX mid-cap stocks now make up X% of total market cap down -X points over the last XX years. All while the weight of XXX small-cap stocks has declined to X% near the lowest since the 2000 Dot-Com Bubble. Large cap tech has never been bigger"
X Link 2025-12-03T17:47Z 1.2M followers, 108.9K engagements
"BREAKING: President Trump is reportedly considering making Treasury Secretary Bessent his top economic adviser if Kevin Hassett becomes the next Fed Chair. This would be in addition to Bessents current job as Treasury Secretary. A new era of financial policy is coming"
X Link 2025-12-03T22:29Z 1.2M followers, 654.8K engagements
"BREAKING: The US is halting plans to impose sanctions on China's Ministry of State Security in an effort to keep trade talks progressing. President Trump is also reportedly no longer imposing new export controls on China"
X Link 2025-12-04T04:32Z 1.2M followers, 218.4K engagements
"BREAKING: President Trump is preparing to hold high-level talks with China to decide whether to allow Nvidia $NVDA to sell H200 chips to the country per FT"
X Link 2025-12-04T04:59Z 1.2M followers, 2.5M engagements
"We now have: X. The biggest technological boom since the internet X. Ongoing Fed interest rate cuts into the AI boom X. Trump's impending new Fed Chair announcement X. $700B+ in annual technology CapEx X. The end of Quantitative Tightening (QT) X. Widespread deregulation initiatives by SEC X. The most market-conscious US President ever X. $2+ trillion in annual deficit spending X. XX% YoY earnings growth in the S&P XXX XX. The return of global fiscal stimulus What's the bear case here"
X Link 2025-12-04T13:59Z 1.2M followers, 584.2K engagements
"BREAKING: Meta stock $META surges over +5% after Mark Zuckerberg says the company is looking at cutting Metaverse efforts by up to 30%. The market has been waiting for this announcement for years"
X Link 2025-12-04T14:08Z 1.2M followers, 1.4M engagements
"US small business employment is collapsing: US small firms cut -120000 jobs in November the most since May 2020 according to the ADP Employment Report. Companies with XXX employees cut -46000 jobs while those with 2049 employees cut -74000 jobs. This also marks the 6th monthly decline over the last X months. During this period employment at small firms has dropped -264000. As a result the 3-month average dropped to -59333 the weakest reading since the 2020 pandemic. More rate cuts are coming"
X Link 2025-12-04T15:00Z 1.2M followers, 228.8K engagements
"This is wild: The S&P XXX excluding AI names has gained +25% since the launch of ChatGPT on November 30th 2022. This translates to a +8% compounded annual return (CAGR) over this period. By comparison the S&P XXX as a whole including AI names has surged +73% which equals a +20% CAGR. Put simply without AI stocks market performance would have been at least XXX TIMES weaker. Technology stocks are the engine of global markets"
X Link 2025-12-04T16:11Z 1.2M followers, 297.2K engagements
"The US Dollar is still sitting near historic extremes: The US Fed Trade Weighted Real Broad Dollar Index is trading near its highest level in XX years. The index measures the inflation-adjusted value of the Dollar against XX currencies based on relative competitiveness with trading partners. The Inflation-Adjusted Broad Dollar Index is now XX% above its long-term average. In the past such elevated valuations have been seen only in the 1930s and the 1980s. Meanwhile the US Dollar Index (DXY) which comprises X major currencies has declined -XXX% year-to-date on track for its worst annual"
X Link 2025-12-04T20:42Z 1.2M followers, 110.4K engagements
"Over the last XX hours: X. Apple's AI Chief steps down X. Apple's Head of UI Design leaves to Meta X. Apple's Policy Chief steps down X. Apple's Head of General Counsel steps down What is happening at Apple"
X Link 2025-12-04T21:48Z 1.2M followers, 3M engagements
"We are seeing historic market gains: The S&P XXX has gained +68% over the last XX months the best 3-year performance since 2021. This is also the 2nd-strongest run since the 2000 Dot-Com Bubble even surpassing the recovery following the 2008 Financial Crisis. The last time the market was this was was in the 1990s when the S&P XXX delivered a +120% gain over a 3-year span. This marks the 16th time since 1930 that the 3-year rolling return has been +1.5 standard deviations above its long-term average. All while the market has not experienced a negative 36-month return in XX years. Bullish"
X Link 2025-12-04T22:57Z 1.2M followers, 122K engagements
"The US now has two economies: Surprises in hard US economic data are now up to +22 points. Economic surprise measures whether economic data comes in above or below consensus estimates. Hard data includes measurable indicators like nonfarm payrolls retail sales industrial production CPI inflation and GDP reflecting real economic performance. On the other hand economic surprises of soft data fell to -XX points creating a historic gap. Soft data includes survey-based sentiment indicators such as services and manufacturing PMIs consumer and CEO confidence or business optimism often reflecting"
X Link 2025-12-05T02:57Z 1.2M followers, 143.6K engagements
"BREAKING: SpaceX is beginning a secondary share sale at an $XXX billion valuation making it more valuable than OpenAI and the most valuable private company in the world per WSJ"
X Link 2025-12-05T18:51Z 1.2M followers, 685.9K engagements
"US reliance on Chinas rare earths is set to decline: The US is now on track to meet XX% of its rare earth demand from domestic sources by 2030. This percentage is expected to more than quadruple from the XX% seen in 2024. By comparison the rest of the world will only meet XX% of demand locally by 2030 up from XX% last year. Overall China is expected to supply XX% of the worlds rare earth elements used to produce high-performance magnets by 2030. However Western economies will still rely on China for XX% of heavy rare earths processing through 2030 down from XX% in 2024 according to Benchmark"
X Link 2025-12-05T23:26Z 1.2M followers, 175.3K engagements
"ELON MUSK: "The European Union should be abolished.""
X Link 2025-12-06T15:27Z 1.2M followers, 367.4K engagements
"Market concentration is at historic extremes globally: The top X US stocks now reflect XX% of total market capitalization near an all-time high. However this is the 4th-lowest percentage among major world markets only slightly higher than Canada India and Japan. The highest concentration appears in the Czech Republic Hungary and New Zealand where the top X companies all exceed XX% of the total market value. In total XX countries have top X concentrations above 80%. Interestingly the worlds largest stock markets the US China Germany Japan the UK and India now reflect some of the lowest levels"
X Link 2025-12-06T17:59Z 1.2M followers, 137.7K engagements
"The US Treasury Secretary just posted this and White House Economic Advisor Kevin Hassett is about to become Fed Chairman. 2026 is going to be a wild year"
X Link 2025-12-06T21:02Z 1.2M followers, 196.5K engagements
"US home sellers are exiting the market at rapid pace: US home delistings rose +18460 YoY or +28% in September to 84278 the highest for that month since 2017. A home is considered delisted if it stays off the market for over XX days without selling or going under contract. Delistings have increased +38527 or +84% over the last X years. As a result delistings now reflect XXX% of all home listings the highest September percentage since at least 2016. The typical home delisted in September sat on the market for XXX days before the seller pulled it. The US housing market is frozen"
X Link 2025-12-06T23:13Z 1.2M followers, 179.7K engagements
"Short interest remains high in small-cap stocks: The median Russell 2000 stock has a short interest of XXX% of its market cap the highest among major indices. This is more than double the XXX% for Nasdaq-100 stocks and XXX% for S&P XXX stocks with the S&P XXX figure the highest in X years. Short exposure in the median S&P XXX stock has risen +1.0 percentage point over the last X years. By comparison their long-term average is XXX% over the last XX years. Meanwhile short interest in the Information Technology and Commercial Services sectors stands at XXX% and XXX% both below their historical"
X Link 2025-12-07T00:43Z 1.2M followers, 129.2K engagements
"US truck demand is collapsing: US heavy truck sales have plunged -XX% over the last X months compared to the prior X months to an annualized rate of 363000 the lowest since the 2020 pandemic. Truck sales have now declined in X out of the last X months. In the past such a rapid drop has only been seen during recessions. This comes as business demand for freight construction and industrial activity has significantly weakened. As a result truck sales are set to become a substantial headwind for US GDP growth in the second half of 2025. The AI trade is in its own world"
X Link 2025-12-07T01:45Z 1.2M followers, 316.4K engagements
"Key Events This Week: X. September JOLTS Job Openings data - Tuesday X. December Fed Interest Rate Decision - Wednesday X. Fed Chair Powell Press Conference - Wednesday X. OPEC Monthly Report - Thursday X. Initial Jobless Claims data - Thursday X. US 30Y Bond Auction - Thursday The third rate cut of 2025 is coming this week"
X Link 2025-12-07T14:36Z 1.2M followers, 137.2K engagements
"BREAKING: XXX US large companies have gone bankrupt year-to-date the most in XX years. This is now higher than every full-year total since 2010. This also marks the 3rd consecutive annual increase and a +93% jump since 2022. In November alone XX large firms filed for bankruptcy after XX and XX in October and September. US bankruptcies this year are now running +30% above the 2011-2024 annual average. Corporate bankruptcies are surging outside of the AI trade"
X Link 2025-12-07T16:02Z 1.2M followers, 218.2K engagements
"The hedge fund trade: Hedge funds now allocate XX% of their portfolios to their top XX positions on average near the highest concentration on record. The percentage has increased +13 points over the last XX years according to JPMorgan. At the same time the hedge fund crowding index has climbed to its 3rd-highest level on record. This means more hedge funds are increasingly buying the same small group of AI-related stocks. This has amplified gains in a handful of names during this bull market but it also raises the risk of larger-than-normal declines if a downturn hits. Fear of underperforming"
X Link 2025-12-07T19:51Z 1.2M followers, 135.3K engagements
"US hiring is slowing at an alarming rate: US-based employers have announced plans to add 497151 jobs year-to-date the weakest total since 2010 when 392033 hires were planned in the first XX months of the year. This also marks a -XX% decline from the 761954 announced during the same period in 2024. Hiring is now on track for its 5th consecutive annual decline. In November companies announced just 9074 hiring plans the 2nd-lowest for this month since at least 2016. Meanwhile seasonal hiring intentions fell to 372520 the lowest on record since data collection began in 2012 with no new"
X Link 2025-12-08T01:16Z 1.2M followers, 318.2K engagements
"BREAKING: President Trump says he is signing a one rule Executive Order on AI this week. You cant expect a company to get XX approvals every time they want to do something Trump says"
X Link 2025-12-08T13:25Z 1.2M followers, 529.8K engagements
"This chart says it all. Spending on data centers in the US has TRIPLED since the release of ChatGPT in November 2022. Spending on structures excluding data centers is down XX% since the 2023 high. The strength of technology companies has created X "economies" in the US"
X Link 2025-12-08T14:46Z 1.2M followers, 27.2K engagements
"We see more record highs ahead for the S&P XXX. Why Because the biggest companies don't need rate cuts but consumers do and they are coming. The top XX% of US stocks now account for a record XX% of the US market. These stocks will push the S&P XXX to 7000+ in our view"
X Link 2025-12-08T14:46Z 1.2M followers, 24.4K engagements
"US manufacturing employment is plummeting: US manufacturing payrolls dropped -18000 in November the 2nd-largest decline since October 2023. This also marks the 5th monthly decrease this year according to the ADP report. Manufacturing employment has now fallen in XX of the last XX months. Meanwhile the ISM Manufacturing Employment Index fell to XXXX points in November posting its 10th consecutive monthly contraction. This has historically been a leading indicator for US manufacturing jobs suggesting further declines ahead. The US manufacturing sector needs help"
X Link 2025-12-08T17:02Z 1.2M followers, 232.5K engagements
"The US debt crisis is entering uncharted territory: The US Treasury has issued a record $XXXX trillion in T-Bills over the last XX months lifting total Treasury issuance to a record $XXXX trillion. This means T-Bills now reflect XXXX% of all Treasury issuance near an all-time high. The percentage has risen +27.6 points since the November 2015 low. In other words the US government is increasingly financing its long-term obligations with debt that matures in just a few months. As a consequence interest expense on public debt now moves nearly in lockstep with the Feds policy rate. If inflation"
X Link 2025-12-08T20:34Z 1.2M followers, 442.3K engagements
"BREAKING: President Trump says he has called China's President Xi and approved sales of Nvidia's H200 chip to China. Trump says XX% of revenue will be paid to the US and the "same approach" will apply to AMD Intel and others"
X Link 2025-12-08T21:33Z 1.2M followers, 2.1M engagements
"BREAKING: Nvidia stock $NVDA extends gains to $190/share after President Trump allows H200 chip sales to China. Nvidia has now added +$200 BILLION of market cap today"
X Link 2025-12-08T22:10Z 1.2M followers, 275.3K engagements
"BREAKING: Total consumer credit surged +$9.2 billion in October to a record $XXXX trillion. Revolving credit which includes credit cards jumped +$5.4 billion to $XXXX trillion the highest since November 2024. By comparison the average monthly increase seen from 2021 through 2024 was +$8.7 billion. Non-revolving credit mainly auto and student loans rose +$3.8 billion to a record $XXXX trillion. Total consumer credit has now soared +$994 billion since the 2020 pandemic. Meanwhile the average credit card interest rate remains near its all-time high of XXXX% despite the Fed cutting rates by -1.50"
X Link 2025-12-09T01:42Z 1.2M followers, 193.3K engagements
"BREAKING: President Trump "grades" the current state of the US economy: "A+++++""
X Link 2025-12-09T12:59Z 1.2M followers, 1M engagements
"The US car affordability crisis is worsening: The average price of a new car is now up to a record $50000 according to Kelley Blue Book. Meanwhile the average new car loan amount is up to a record $41000. Since the start of 2020 the average amount financed on a new vehicle has risen +$9000 or +28%. Meanwhile total auto debt jumped +$4.0 billion in October to an all-time high of $XXXX trillion. Americans are borrowing more than everto"afford"cars"
X Link 2025-12-09T18:47Z 1.2M followers, 798K engagements
"Global governments are aggressively moving toward short-term borrowing: The average maturity of world government bonds has declined to XXX years the lowest since 2014. The average maturity has declined by -XXX years since 2021 as countries are relying more heavily on bills to fund widening deficits. This shift has been particularly driven by the UK Japan and the US which have reduced long-dated bond issuance as demand has weakened. The UK has cut sales of long-term bonds to an all-time low this year while Japan is boosting short-term borrowing after a steep drop in appetite for its super-long"
X Link 2025-12-10T15:02Z 1.2M followers, 104.6K engagements
"Elon Musk is about to make history: If SpaceX IPOs at a $XXX trillion valuation his stake in the company ALONE would be worth $XXX billion. This would bring his total net worth to a record $XXX BILLION. There is currently a XX% chance of SpaceX's IPO closing market cap exceeding $X trillion per Polymarket. Elon Musk may soon be the first trillionaire in history. It pays to innovate"
X Link 2025-12-10T17:16Z 1.2M followers, 394.3K engagements
"@smellypinappl92 @JupiterExchange The largest private equity fund in the world"
X Link 2025-12-10T18:09Z 1.2M followers, 1343 engagements
"BREAKING: The Fed says it will begin purchasing US Treasury Bills on December 12th and will purchase $XX billion worth of Treasury Bills in XX days"
X Link 2025-12-10T19:02Z 1.2M followers, 749.1K engagements
"SUMMARY OF FED DECISION (12/10/2025): X. Fed cuts rates by XX bps in 3rd rate cut of 2025 X. Fed will consider "extend and timing" of additional adjustments X. Fed will begin purchasing US Treasury Bills on December 12th X. Fed will buy $XX billion of US Treasury bills in XX days X. FOMC members Schmid and Goolsbee dissent in favor of no change X. Fed signals rate cuts may be done for now Fed Chair Powell may be halting rate cuts again"
X Link 2025-12-10T19:04Z 1.2M followers, 916.2K engagements
"BREAKING: Fed Chair Powell says the Fed's purchases of US Treasuries may remain elevated for a "few months." The Fed will begin purchasing $XX billion worth of Treasuries over the next XX days. Purchases come just XX days after Quantitative Tightening ended"
X Link 2025-12-10T19:40Z 1.2M followers, 261.3K engagements
"BREAKING: President Trump calls for CNN to be "sold.""
X Link 2025-12-10T20:57Z 1.2M followers, 106.9K engagements
"The global bull market is making history: The MSCI All Country World Index (ACWI) is up +20% year-to-date on track for its best annual performance since 2019. This is nearly double the last 10-year's average of +11%. This also marks the 3rd consecutive annual gain matching the 2019-2021 streak. Since January 2023 global stocks have added +$42 trillion in market cap on pace for the strongest 3-year run in history. This was particularly driven by the US market which reflects nearly a record XX% of the MSCI ACWI index. Asset owners are winning"
X Link 2025-12-10T22:03Z 1.2M followers, 126.9K engagements
"BREAKING: Elon Musk confirms rumors that SpaceX is going public"
X Link 2025-12-10T23:51Z 1.2M followers, 163.9K engagements
"BREAKING: Bitcoin falls below $90000 now down over -X% as levered long liquidations resume. $XXX million worth of levered longs have been liquidated over the last X hours"
X Link 2025-12-11T03:35Z 1.2M followers, 316.8K engagements
"BREAKING: Chinas official gold reserves rose +30000 troy ounces in November to a record 2305 tonnes. This marks their 13th consecutive monthly purchase. As a result Chinas gold reserves are now up to a record $XXX billion. This represents XXX% of the countrys total official FX reserves. China's gold reserves have TRIPLED since 2020 driven by both the purchases and surging gold prices. Gold remains extremely hot"
X Link 2025-12-11T13:50Z 1.2M followers, 165.5K engagements
"Crypto ETFs are regaining last months losses: Crypto funds posted +$716 million in inflows last week the 2nd-highest inflow in X weeks. This brings total inflows over the last X weeks to +$1.8 billion. As a result total AUM jumped +7.9% from the November lows to $XXX billion but remain far below the all-time high of $XXX billion. Overall Bitcoin ETFs attracted +$352 million while XRP saw +$245 million and Chainlink posted a record +$52.8 million in inflows representing XX% of its total AUM. Meanwhile short-Bitcoin ETPs saw -$18.7 million in outflows the highest since March. Sentiment in"
X Link 2025-12-11T16:35Z 1.2M followers, 81.7K engagements
"BREAKING: The S&P XXX officially posts its highest close in history now up +42% since the April 2025 bottom"
X Link 2025-12-11T21:37Z 1.2M followers, 135.7K engagements
"ANNOUNCEMENT: We are excited to present The Kobeissi Letters 2024 performance report. Our setups have returned +371.7% since 2020 significantly outperforming the S&P 500s +83.0% return over the same period. Our S&P XXX setups provided a net return of +38.1% in 2024 also outperforming the S&P 500's 2024 return of +23.8%. The net return on our calls across all sections was +8.1% building on +15.5% in 2023 +92.8% in 2022 +35.3% in 2021 and +44.8% in 2020. Since 2020 we have returned +39.3% per year on average well ahead of the S&P 500s +14.4% average annual return since 2020. Read the full"
X Link 2025-01-11T17:00Z 1.2M followers, 8M engagements
"BREAKING: Gold officially crosses above $4000/oz for the first time in history. Gold is now worth $XX TRILLION"
X Link 2025-10-07T00:32Z 1.2M followers, 5.9M engagements
"BREAKING: Today's decline officially marks the largest single-day liquidation in crypto history. More than -$9 BILLION was liquidated over the last XX hours"
X Link 2025-10-11T00:39Z 1.2M followers, 6.9M engagements
"It's official: Crypto just saw its LARGEST liquidation event in history with XXX MILLION traders liquidated. Over $XX BILLION worth of leveraged crypto positions were liquidated in XX hours X TIMES the previous record. Why did this happen Let us explain. (a thread)"
X Link 2025-10-11T13:37Z 1.2M followers, 4.7M engagements
"BREAKING: JP Morgan releases new report stating gold prices could exceed $8000/oz by 2028 as investors increasingly use it to hedge equity risk. This would make gold a $60+ trillion asset in X years"
X Link 2025-10-23T12:15Z 1.2M followers, 826.3K engagements
"BREAKING: Nokia stock $NOK surges nearly +30% after announcing a $X billion investment from Nvidia"
X Link 2025-10-28T17:05Z 1.2M followers, 589.6K engagements
"Warren Buffetts cash pile is now larger than the market cap of all but XX public companies in the world. What is Buffett waiting for"
X Link 2025-11-01T18:21Z 1.2M followers, 2.2M engagements
"BREAKING: Bitcoin officially enters bear market territory now down -XX% since its record high seen on October 6th. We are living in the most exciting market in history"
X Link 2025-11-04T17:21Z 1.2M followers, 581.2K engagements
"BREAKING: Ether falls below $3400 and officially erases all 2025 gains. ETH is now red on the year"
X Link 2025-11-04T17:38Z 1.2M followers, 520.3K engagements
"The U.S. Now Has: X. Record $XXXX trillion in household debt X. Record $XXXX trillion in mortgages X. Record $XXX trillion in auto loans X. Record $XXX trillion in student loans X. Record $XXX trillion in credit card debt Total household debt is now up +60% over the last XX years and total credit card debt is up +50% since 2020. Meanwhile delinquency rates on subprime auto borrowers are at a record 6.1%. Americans are drowning in debt"
X Link 2025-11-06T16:18Z 1.2M followers, 2.2M engagements
"BREAKING: Warren Buffett's Berkshire Hathaway announces it has purchased a $XXX billion stake in Alphabet $GOOGL"
X Link 2025-11-14T23:13Z 1.2M followers, 3.8M engagements
"What is happening in crypto Over the last XX days crypto has erased -$1.1 trillion in market cap or -$27 billion PER DAY. Crypto market cap is now XX% BELOW levels seen during the record -$19 billion liquidation on October 10th. This is a structural move. Let us explain"
X Link 2025-11-16T21:37Z 1.2M followers, 3.5M engagements
"BREAKING: Bitcoin falls below $93000 for the first time since April 28th. The isolated selloff in crypto has now erased -$1.2 TRILLION of market cap in X weeks. Liquidations are still rising"
X Link 2025-11-17T17:49Z 1.2M followers, 425.5K engagements
"BREAKING: The US and Saudi Arabia are set to announce a deal with a "multi-billion dollar" investment in American AI infrastructure via "dozens" of investments. This will be a part of a pledge to invest $XXX billion in the US"
X Link 2025-11-18T14:14Z 1.2M followers, 817.6K engagements
"BREAKING: President Trump posts X quotes of Nvidia $NVDA founder Jensen Huang: X. As I promised production of Blackwell has started. AI - invented in America made in America built for America and the world. X. After less than a year we're now manufacturing the most advanced chips for AI here in the US. All of this started with President Trump wanting to re-industrialize the US. His tariffs were a pressing agent in making this possible." X. We are manufacturing in America because of President Trump. Nvidia reports earnings in less than X hours"
X Link 2025-11-19T15:29Z 1.2M followers, 859.2K engagements
"BREAKING: Japan says their stimulus package will have an overall economic impact of $XXX billion. The Japanese Yen just fell to its weakest level against the US Dollar since January 2025. Pandemic-like stimulus is on its way"
X Link 2025-11-21T04:51Z 1.2M followers, 2.1M engagements
"BREAKING: Nvidia $NVDA founder Jensen Huang says the whole world would've fallen apart if Nvidia missed earnings expectations"
X Link 2025-11-21T14:24Z 1.2M followers, 1.2M engagements
"BREAKING: The Department of Government Efficiency (DOGE) has been shutdown and "no longer exists" according to Trump Administration officials"
X Link 2025-11-24T00:01Z 1.2M followers, 1M engagements
"BREAKING: US margin debt jumped +$57.2 billion in October to a record $XXX trillion. This marks the 6th consecutive monthly increase. Margin debt for trading has risen +$285 billion or +32% year-to-date. Over the last X months margin debt has surged +39% the biggest jump since 2000. This has been an even larger increase than during the 2021 meme stock mania. Leverage levels are through the roof"
X Link 2025-11-26T19:54Z 1.2M followers, 203.6K engagements
"BREAKING: President Trump says he will keep the stock market at all time highs and calls the market "hot" with a "big boost for 401(k)s." The S&P XXX rises to levels just XXX% away from a new record high"
X Link 2025-11-28T14:52Z 1.2M followers, 542.2K engagements
"We now have: X. Trump saying he will keep stocks at record highs X. $600B/year in Magnificent X CapEx X. Fed cutting interest rates into 3%+ inflation X. Global AI infrastructure spending at $1T/year X. Fed ending Quantitative Tightening in X days X. US deficit spending at X% of US GDP X. Nvidia larger than all but X national stock markets X. Record corporate buybacks of $1.2T coming in 2026 X. Trump saying he will "completely cut" income taxes XX. Trump promising $2000 stimulus checks in 2026 How can you fight this momentum"
X Link 2025-11-28T15:12Z 1.2M followers, 1.8M engagements
"Is silver still underpriced Silver ETFs now reflect XXX% of all ETF assets the highest in X years. This remains below the XXX% seen during the 2020 pandemic high despite the strong rally in silver prices this year. By comparison the 2011 peak was nearly XXX% or X times higher than current levels. Back then silver prices surged +180% in X months far exceeding the +60% increase over the last X months. Put differently investor exposure to silver remains historically low even after the recent price surge. We may still be early"
X Link 2025-11-28T20:15Z 1.2M followers, 194.3K engagements
"BREAKING: US tariff revenue surged +281% YoY in October to a record $XXXX billion. Over the X months ending October customs and certain excise taxes reached $XXXX billion more than the entire Fiscal Year 2024. This builds on total customs and excise tax revenues of $XXXXX billion in Fiscal Year 2025 which ended September 30th. To put this into perspective corporate income taxes collected in Fiscal Year 2025 were $XXXXX billion. So far in Fiscal Year 2026 which began on October 1st the government has collected $XXXX billion in corporate income taxes just XX% more than tariff revenue. Tariff"
X Link 2025-11-30T20:55Z 1.2M followers, 466.6K engagements
"IT'S OFFICIAL: Silver is now set to post its first 12-month candlestick with a 100%+ gain since 1979. This does not happen in "normal" markets. Asset owners are winning"
X Link 2025-12-01T13:57Z 1.2M followers, 391.3K engagements
"BREAKING: MicroStrategy $MSTR falls over -X% on the day to its lowest level since October 2024. The stock is now down -XX% since October 6th in one of its steepest declines on record"
X Link 2025-12-01T14:36Z 1.2M followers, 506K engagements
"BREAKING: "Buy Now Pay Later" sales are now expected to hit a record $XX billion between November 1st and December 31st per Adobe Analytics. This would mark a +$2 billion increase since 2024 and does NOT include any other forms of debt used to shop. X in XX US shoppers are using "Buy Now Pay Later.""
X Link 2025-12-01T15:37Z 1.2M followers, 371.6K engagements
"Non-AI corporate distress is rising in the US: There have now been X Chapter X bankruptcy filings for companies with $100+ million in liabilities this year the 4th-highest reading in history. This follows XX and XX large bankruptcies in 2023 and 2024. By comparison the 20092010 period saw XX such filings over the X years combined. Chapter X bankruptcies represent immediate liquidation with no reorganization a far worse outcome than the typical Chapter XX restructuring. Companies turn to Chapter X only when they cannot secure financing to survive a reorganization a situation seen in just X% of"
X Link 2025-12-02T00:56Z 1.2M followers, 116.3K engagements
"BREAKING: Sam Altman has reportedly declared a "code red" at OpenAI as Google's Gemini X takes off. Internal memos show that OpenAI is pausing projects like ads and shopping to focus on improving ChatGPT's performance. This is BULLISH for innovation"
X Link 2025-12-02T14:41Z 1.2M followers, 632.6K engagements
"BREAKING: Bitcoin surges back above $90000 as levered long liquidations have stopped. Bitcoin has now added +$75 BILLION of market cap in XX hours"
X Link 2025-12-02T15:11Z 1.2M followers, 857.5K engagements
"BREAKING: For the first time in history total assets in US money market accounts have surpassed $X trillion. Money market funds are now paying a record $XXX billion in dividends per year"
X Link 2025-12-02T15:44Z 1.2M followers, 167.4K engagements