[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@KobeissiLetter Avatar @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 #

Engagements Line Chart

Mentions: XXX #

Mentions Line Chart

Followers: XXXXXXXXX #

Followers Line Chart

CreatorRank: XXX #

CreatorRank Line Chart

Social Influence

Social category influence finance #13 stocks #126 technology brands #849 countries #7555 cryptocurrencies #57 currencies #1183 celebrities #1902 exchanges #736 automotive brands XXXX% travel destinations XXXX%

Social topic influence ai #521, market cap #1, history #216, china #412, the first #194, over the #24, bitcoin #42, level #2106, crypto #147, inflation #1

Top accounts mentioned or mentioned by @grok @bullrungenius @orbler1 @cmpstoperator @k2__investment @suryapro @tesst399016 @notsocraxy @simon_reseke @sandmanmarkets @mister7sa @carm1nee @oddsonhq @feixiaohaocom @_thelielamaa @winrprotocol @harzburgcapital @leosimpson @lee_d_x @pathofthedollar

Top assets mentioned Bitcoin (BTC) NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Oracle Corporation (ORCL) Strategy (MSTR) Amazon.com, Inc. (AMZN) Dell Technologies, Inc. (DELL) Metadium (META) Advanced Micro Devices (AMD) Netflix Inc (NFLX) Palantir (PLTR) SPDR S&P XXX ETF Trust (SPY)

Top Social Posts

Top posts by engagements in the last XX hours

"BREAKING: The S&P XXX falls nearly -XXX% in XX minutes and turns negative on the day as crypto collapses"
X Link 2025-11-20T17:00Z 1.2M followers, 7.5M engagements

"3 years ago today ChatGPT was announced. Since then the S&P XXX has added +$24 TRILLION or +2900 points. That's +$22 billion PER DAY for 1096 days straight"
X Link 2025-11-30T15:39Z 1.2M followers, 192.1K engagements

"The elephant in the room: There have now been XXX MILLION job cuts announced in 2025. And XX% of Americans say we are in a recession. Yet the S&P XXX has added +$17 TRILLION since April nearing its 29th record high of 2025. What's happening Let us explain. (a thread)"
X Link 2025-12-08T14:46Z 1.2M followers, 631K engagements

"US grocery prices have never been more expensive: The average cost of groceries for a family of X is now up to a record $1030/month. This marks a +$280 increase since January 2017 when the average family spent $XXX a month. In 2021-2022 alone grocery costs surged by +$150. To put this differently a family of X now spends over $12360/year on groceries compared to $9000 in 2017. We are in an affordability crisis"
X Link 2025-11-15T17:29Z 1.2M followers, 1.5M engagements

"BREAKING: US Treasury Secretary Bessent says there is a very good chance President Trump announces the new Fed Chair before Christmas"
X Link 2025-11-25T13:10Z 1.2M followers, 199.7K engagements

"The US housing market is broken: On average the price of a new single-family home has traded below the price of an existing single-family home for XX months the first such occurrence in XX years. This comes as the price of a new home fell below the price of an existing home in 2024 for the first time since 2005. By comparison new homes were XX% more expensive just X years ago measured by the 12-month moving average. The difference was as much as XX% in 2012 following the 2008 Financial Crisis. Something is seriously wrong with the housing market"
X Link 2025-11-27T15:25Z 1.2M followers, 322K engagements

"US data center construction plans are soaring: Data center capacity that is built under construction or in planning hit a record XX gigawatts in 2025. To put this into perspective this much capacity could theoretically power up to XX MILLION homes. Capacity has more than DOUBLED over the last year and is now X times higher than it was in 2022. This comes as planned projects make up XX gigawatts of the total an all-time high. AI expansion will soon be ALL about energy"
X Link 2025-11-28T23:59Z 1.2M followers, 515.7K engagements

"AI infrastructure is driving electricity costs higher: US industrial electricity prices in the top X states with the most data centers have surged +43% over the last X years. These states are Virginia Texas California Illinois and Ohio. By comparison prices have risen +26% nationally over the same period. Prices in both groups rose at a similar pace up until late 2022 coinciding with the release of ChatGPT in November 2022. In those X states household electricity costs have increased +7.0% annually since 2022 outpacing the +5.5% national rate. Consequently electricity prices in CPI inflation"
X Link 2025-11-29T16:24Z 1.2M followers, 172.5K engagements

"JENSEN HUANG: "In the next 6-7 years you are going to see a bunch of small nuclear reactors. we will ALL be power generators just like somebody's farm." Are "mini" nuclear reactors the solution to the impending energy shortage caused by AI"
X Link 2025-12-03T19:33Z 1.2M followers, 893.5K engagements

"Central banks are ramping up gold purchases: Global central banks purchased +53 tonnes of gold in October the most since November 2024. This marks a +194% jump compared to July and the 3rd-straight monthly acceleration. In the first XX months of the year central banks have purchased XXX tonnes of gold on track for the 4th-highest annual purchase this century. The surge was led by the National Bank of Poland which re-entered the market in October buying XX tonnes of gold. This pushed its reserves to a record XXX tonnes or XX% of their total FX reserves. Official central bank gold demand is"
X Link 2025-12-04T19:06Z 1.2M followers, 151.4K engagements

"The lowest-paid workers are being left behind: Wage growth for the bottom XX% of US earners has slowed to +3.5% on a 12-month moving average basis the weakest pace in at least X years. This marks a sharp decline from the +7.0% growth seen in 2022 when lower-income workers led nationwide wage gains. By comparison average US wage growth is now at +4.2%. Meanwhile workers across the top XX% of the income distribution are still seeing wage gains above +4.0%. As a result bottom earners have lagged the national average since mid-2024 a pattern not seen since at least 2018. The wealth gap is"
X Link 2025-12-05T18:28Z 1.2M followers, 142.7K engagements

"BREAKING: The S&P XXX extends gains after the Fed cuts rates by XX basis points now less than XX points away from a new record high"
X Link 2025-12-10T19:09Z 1.2M followers, 160.9K engagements

"Pharmaceuticals are next: It began with large cap technology companies announcing $600+ billion investments in the US to avoid tariffs. Now President Trump is explicitly stating that pharmaceutical companies who are not "building their manufacturing plants in America" will face XXX% tariffs. Over the next 48-72 hours we expect to see widespread announcements of new pharmaceutical plants coming to the US. Trump wants more US investment"
X Link 2025-09-26T00:24Z 1.2M followers, 289K engagements

"The US debt crisis is intensifying: Total US debt reached a record $XXXX trillion in Q2 2025 equal to XXX% of GDP. Federal government debt rose to $XXXX trillion in Q2 but the most recent data shows it has reached $XXXX trillion or XXX% of GDP. Nonfinancial corporate debt hit $XXXX trillion representing XX% of GDP. Financial corporate debt totaled $XXXX trillion or XX% of GDP. Household debt reached $XXXX trillion corresponding to XX% of GDP. America has never beenthisindebted"
X Link 2025-10-20T11:50Z 1.2M followers, 443.8K engagements

"We just witnessed history: Yesterday gold prices fell -XXX% marking the largest 1-day drop since April 2013. This is a XXX sigma move. In other words such a large move only happens in X out of 240000 days in a "normal" world. What does it mean Let us explain"
X Link 2025-10-22T13:47Z 1.2M followers, 2M engagements

"BREAKING: China is delaying its recent export controls on rare earths to the US by XX months to "reexamine" the plan per US Treasury Secretary Bessent"
X Link 2025-10-26T12:02Z 1.2M followers, 908K engagements

"The biggest reversal of earnings season so far: Palantir $PLTR is now down -XX% from its post-earnings high seen at 4:05 PM ET yesterday. The reversal is bringing tech stocks down across the board with Nasdaq XXX futures down -1.5%"
X Link 2025-11-04T12:41Z 1.2M followers, 465.3K engagements

"BREAKING: Google $GOOGL announces plans to invest $XX billion in X new data centers in Texas"
X Link 2025-11-14T21:17Z 1.2M followers, 484.1K engagements

"KEY EVENTS THIS WEEK: X. NY Fed Manufacturing data - Monday X. Fed Meeting Minutes - Wednesday X. Nvidia $NVDA Reports Earnings - Wednesday X. September Jobs Report - Thursday X. Philly Fed Manufacturing data - Thursday X. October Existing Home Sales data- Thursday X. November Services PMI data - Friday X. November Manufacturing PMI data - Friday X. MI Consumer Sentiment data - Friday XX. MI Inflation Expectations data - Friday XX. Total of XX Fed Speaker Events This Week Buckle up folks economic data is back"
X Link 2025-11-16T13:43Z 1.2M followers, 291.4K engagements

"JENSEN HUANG: "There has been a lot of talk about an AI Bubble. We see something different.""
X Link 2025-11-19T22:27Z 1.2M followers, 341.1K engagements

"BREAKING: Michael Saylor responds to the MSCI index situation: "MicroStrategy is not a fund not a trust and not a holding company. Were a publicly traded operating company with a $XXX million software business and a unique treasury strategy that uses Bitcoin as productive capital" he says. This comes after MSCI launched a formal consultation on how to classify "digital asset treasury companies (DATs)." MSCI views such companies as more similar to investment funds rather than traditional operating businesses. Why is this important Investment funds and trusts ineligible for their flagship"
X Link 2025-11-21T14:35Z 1.2M followers, 543.2K engagements

"US manufacturing employment continues to decline: The US economy lost -6000 manufacturing jobs in September marking the 5th consecutive monthly contraction. During this period manufacturing jobs have dropped -58000 to XXXXX million the lowest since March 2022. Since the start of 2024 manufacturing jobs have seen XX monthly declines. Overall manufacturing jobs have fallen -194000 since the February 2023 peak. Meanwhile transportation and warehousing employment plunged -25000 in September to XXXX million the lowest since November 2024. Industrial sectors areunderpressure"
X Link 2025-11-23T16:47Z 1.2M followers, 202.4K engagements

"BREAKING: Alphabet $GOOGL extends gains to nearly +4% during overnight trading. The stock has now added +$800 BILLION in market cap over the last XX days"
X Link 2025-11-25T01:35Z 1.2M followers, 282.4K engagements

"You can't make this up: We are quite literally witnessing multi-trillion dollar tech companies "fighting" on X over the AI Revolution moving hundreds of billions in market cap. Being on X is alpha for investors"
X Link 2025-11-25T17:38Z 1.2M followers, 435.4K engagements

"BREAKING: Global central banks' gold purchases jumped +10% YoY in Q3 2025 to XXX tonnes. This also marks a +28% quarterly increase putting it X% above the 5-year quarterly average. So far in 2025 central banks have added +634 tonnes of gold to their reserves. Kazakhstan led global purchases last quarter while Brazil added gold for the first time since 2021. World central banks are still puling into gold"
X Link 2025-11-27T19:35Z 1.2M followers, 146.2K engagements

"World bond corporate issuances have reached unprecedented levels: Global bond sales hit a record $XXXX trillion in the first XX months of 2025. This has already surpassed the previous all-time high of $XXXX trillion set in 2024. Issuances have risen +$2.5 trillion since 2014. This surge has been fueled by exceptionally low credit risk with global spreads hovering near the lowest levels since 2007. As a result investor demand continues to significantly outpace net bond supply. The global debt rush isaccelerating"
X Link 2025-11-27T21:29Z 1.2M followers, 126.4K engagements

"BREAKING: President Trump announces that the US is stopping all payments and subsidies to South Africa and that the country will NOT be invited to the 2026 G20"
X Link 2025-11-28T16:12Z 1.2M followers, 144.5K engagements

"BREAKING: President Trump once again says he will be creating 50-year mortgages"
X Link 2025-11-28T21:15Z 1.2M followers, 172.1K engagements

"BREAKING: Salesforce reports that American consumers spent $XX billion on Black Friday purchases. This is up X% from a year ago with luxury apparel and accessories being the most popular categories"
X Link 2025-11-29T17:48Z 1.2M followers, 345.3K engagements

"BREAKING: US stock market futures fall -XXX% as the selloff in crypto intensifies. Crypto's total market cap is now back below $X trillion"
X Link 2025-12-01T01:40Z 1.2M followers, 316K engagements

"BREAKING: Bitcoin drops below $85000 as 24-hour levered position liquidations rise to $XXX million"
X Link 2025-12-01T13:29Z 1.2M followers, 248.6K engagements

"Stock market momentum has been historic: The S&P XXX has finished positive for X consecutive months the longest streak since 2018. Over this period the S&P XXX has gained +23.9%. This is also in line with the rallies seen in 2009 2013 and 2021. Meanwhile the Dow has seen X straight monthly gains the longest streak since early 2018. With December historically one of the strongest months for the market upside momentum is strong. The bulls are in control"
X Link 2025-12-01T21:21Z 1.2M followers, 156.5K engagements

"@TrendSpider The immense competition we are seeing in AI is the perfect example of why capitalism is the backbone of innovation. More competition = more innovation = more value creation"
X Link 2025-12-02T14:44Z 1.2M followers, 10.8K engagements

"Has there ever been a company that is more "targeted" than Nvidia We are seeing near-daily announcement of new AI chips AI models and partnerships which explicitly call out Nvidia. Nvidia may be the most dominant company of the 21st century"
X Link 2025-12-02T17:44Z 1.2M followers, 153.4K engagements

"BREAKING: Michael Burry has sold every stock in his portfolio except for a new position in Estee Lauder $EL"
X Link 2025-05-15T20:40Z 1.2M followers, 1.8M engagements

"The US Dollars reserve currency dominance is declining: The US Dollar's share of the worlds central banks reserves fell XXX percentage points in Q2 2025 to XXXX% the lowest since 1994. Since 2000 this percentage has declined by XX points. By comparison the US Dollar reflected XX% of global reserves in 1977. At the current pace the Dollars weight could drop below XX% within X years. For context the euro represents XXXX% and the Chinese yuan XXX% of global reserves. Inflation is causing a currency confidence crisis"
X Link 2025-10-07T01:39Z 1.2M followers, 195.6K engagements

"BREAKING: The S&P XXX falls 70+ points in seconds after President Trump publishes the below paragraph about China. Trump says he is calculating increased tariffs on Chinese products. Trump also says there is "no reason" to meet Chinese President Xi anymore"
X Link 2025-10-10T15:01Z 1.2M followers, 2.1M engagements

"BREAKING: Total crypto market cap losses exceed -$300 BILLION on the day as President Trump announces a XXX% tariff on China"
X Link 2025-10-10T21:34Z 1.2M followers, 375.7K engagements

"BREAKING: Spot gold prices extend their decline to over -X% on the day now on track for the biggest daily decline since April 2013. The long overdue gold pullback has finally arrived"
X Link 2025-10-21T15:17Z 1.2M followers, 1.6M engagements

"Investors are waking up to some major news from Trump and Xi: The XXX% tariff on China is NO LONGER going "live." Instead President Trump is lowering his fentanyl tariff on China from XX% to XX% and the overall tariff rate on China is down from XX% to 47%. In addition the US and China have reached a 1-year "rare earths deal." President Xi will be visiting the US after an "amazing" meeting and President Trump will return to China in April. This round of the US-China trade war is over"
X Link 2025-10-30T11:16Z 1.2M followers, 390.6K engagements

"BREAKING: Bitcoin officially drops below $100000 for the first time since June 2025"
X Link 2025-11-04T18:37Z 1.2M followers, 552.1K engagements

"BREAKING: Nvidia CEO Jensen Huang releases a statement:"
X Link 2025-11-06T02:48Z 1.2M followers, 248.5K engagements

"BREAKING: StubHub stock $STUB falls over -XX% after reporting Q3 2025 earnings and suspending guidance"
X Link 2025-11-13T23:52Z 1.2M followers, 226.4K engagements

"Bad news is now "good news" for stocks: As the US unemployment rate surges to XXX% its highest in X years stock market futures are surging. Why is this happening The reality is that the Fed is being forced to cut interest rates into one of the strongest stock markets of all time. Because even as the AI Revolution takes off and the Magnificent X exceeds $XX TRILLION in market cap Americans are struggling. The labor market is weak affordability is at record lows and over XX% of Americans believe we are in a recession. This is exactly why we continue to reiterate: "own assets or be left behind.""
X Link 2025-11-20T14:02Z 1.2M followers, 514.1K engagements

"The US trade deficit is improving: The US' goods trade deficit narrowed +$18.6 billion or +24% in August to -$59.6 billion one of the largest monthly improvements this year. Imports declined -X% to $XXXXX billion the 2nd-lowest since May 2024. This also marks the biggest drop in imports in X months. At the same time exports rose slightly to $XXXXX billion the highest since April. Since March 2025 the goods trade deficit has improved by +$76.8 billion or +56%. Adjusted for inflation the merchandise trade deficit narrowed to -$83.7 billion in August the lowest since the end of 2023. Tariffs are"
X Link 2025-11-22T19:06Z 1.2M followers, 193.6K engagements

"The housing market is frozen: XX% of all US homes have lost value over the last year the largest percentage since 2012 according to Zillow. This is despite national home prices remaining unchanged on average YoY. In Denver XX% of home values have fallen from their peaks followed by XX% in Austin and XX% in Sacramento. Dallas and Phoenix follow at XX% while San Antonio stands at 86%. Nationally the average decline in home values from peak levels is -XXX% still far from the -XXXX% decline seen in 2012. The housing market is stagnant"
X Link 2025-11-22T21:55Z 1.2M followers, 396.8K engagements

"Don't sell into fear: On November 20th widespread calls emerged that the "AI bubble" has popped. By November 21st the S&P XXX had erased -$2 trillion in market cap. Today just X trading days later the S&P XXX is now up +300 POINTS since the low. And the market cap of the S&P XXX is now +$600 billion HIGHER than it was on November 20th when the "AI bubble popped." Those who sold into the fear are being left behind. Own assets or be left behind"
X Link 2025-11-26T16:42Z 1.2M followers, 673.3K engagements

"BREAKING: The odds of a December rate cut surge to XX% per Polymarket. The 3rd rate cut of 2025 into 3%+ inflation is coming. Own assets"
X Link 2025-11-28T17:24Z 1.2M followers, 264K engagements

"Institutional investors bought the dip last week: US equities saw net inflows of +$1.6 billion last week a significant reversal from the net outflows of -$800 million in the prior week. The shift was driven by a near-record +$4.8 billion inflow into ETFs. This marked the 29th net weekly purchase of ETFs over the last XX weeks. Institutional investors bought a net +$900 million while hedge funds acquired +$2.1 billion the biggest weekly buying since June 2023. By contrast retail investors dumped -$1.4 billion posting their 3rd consecutive weekly sale. Investors buying the dips"
X Link 2025-11-28T19:13Z 1.2M followers, 171.8K engagements

"Hedging costs for tech stocks are surging: The cost of hedging against a decline in the Nasdaq XXX $QQQ versus the S&P XXX $SPY reached X points the highest since September 2024. The relative cost of hedging has almost doubled since July. Protection costs for technology stocks are now close to the levels seen during the July 2024 market pullback. This comes after the Nasdaq XXX has declined -X% over the last X weeks. Meanwhile the put-to-call ratio jumped to XXXX the 2nd-highest reading since April. Fearful sentiment is opportunity for traders"
X Link 2025-11-28T22:46Z 1.2M followers, 113.1K engagements

"Global financial conditions are easing: Global financial conditions have reached their easiest level since 2021. The 2020-2021 period was when world governments and central banks stimulated the global economy on the largest scale in history as a response to the pandemic. Financial conditions have eased over the last X years from one of the most restrictive levels since 2001. The move has been similar to the one seen following the 2008 Financial Crisis. This comes as over XX% of global central banks have either cut or kept rates unchanged over the last XX months the highest percentage since"
X Link 2025-11-29T22:07Z 1.2M followers, 163.9K engagements

"Gold is making history: Gold prices returned +6.0% in November marking the 4th consecutive monthly gain. This followed +3.7% in October and +11.9% in September. Gold posted positive returns in XX out of XX months this year. Over this stretch gold rallied +60.7% on track for its best annual performance in XX years. This would also mark the 4th-strongest year over the last XXX years only behind 1973 1974 and 1979. Gold's momentum is historically strong"
X Link 2025-12-01T04:43Z 1.2M followers, 235.2K engagements

"BREAKING: Ether extends its decline to -XX% in XX hours as crypto markets erase nearly -$300 billion in market cap since Sunday night. Liquidations are nearing $X billion over the last XX hours"
X Link 2025-12-01T16:08Z 1.2M followers, 202K engagements

"The global equity market has been historically resilient: The MSCI All Country World Index (ACWI) has now gone XXX trading days without a -X% pullback the longest streak since 20162018. This index covers XX Developed Markets and XX Emerging Markets capturing XX% of global investable equity. This has now exceeded the 145-day run seen in 2021 and marks the 3rd-strongest stretch since 2008. During this streak the ACWI index has rallied +28.6% and is trading near its all-time high. By comparison the average annual gain over the last XX years has been +8.8%. Global risk appetite is exceptionally"
X Link 2025-12-01T19:40Z 1.2M followers, 99.7K engagements

"A historic wave of tech CapEx is transforming the entire market: The CapEx-to-depreciation ratio of the S&P XXX Information Technology sector has surged to XXXX the highest in at least XX years. This metric measures how much companies invest in new assets relative to the rate at which their existing assets are depreciating. The ratio has surged +76% since 2021 the fastest pace since the post-2008 recovery. It now stands +21% above the 2018 peak of XXXX. By comparison this metric for the S&P Midcap XXX index has fallen -XX% over the last X years to XXXX near the lowest in XX years. Big tech AI"
X Link 2025-12-03T17:01Z 1.2M followers, 119.1K engagements

"The S&P XXX is now XXX% away from a record high. Meanwhile the Fear & Greed Index just exited "Extreme Fear" but remains at XX "Fear." The last time the S&P XXX was at a record high the index was nearly DOUBLE as high. S&P XXX to 7000 is on the horizon"
X Link 2025-12-03T20:32Z 1.2M followers, 150.2K engagements

"BREAKING: Salesforce stock $CRM surges over +5% after reporting stronger than expected earnings and raising guidance"
X Link 2025-12-03T21:31Z 1.2M followers, 131K engagements

"The UK's bond market is collapsing: Today the yield on a 30Y Bond in the UK rose to XXXX% its highest level since 1998. Yields in the UK are now XX TIMES higher than they were at the 2020 low just X years ago. What is happening Let us explain. (a thread)"
X Link 2025-09-01T15:06Z 1.2M followers, 4.7M engagements

"This is BEYOND insane: AI compute demand is now growing at over X TIMES the rate of Moores Law creating a massive shortage. Just to meet current demand $XXX billion must be invested in data centers PER YEAR until 2030. What does this mean Let us explain. (a thread)"
X Link 2025-10-09T13:18Z 1.2M followers, 2.7M 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: XXXX% of US consumers are now living paycheck to paycheck according to a PYMNTS survey. Theis percentage has risen by +10 points over the last XX months. This comes as nearly XX% of consumers lost their financial safety net before July 2020 and have struggled since. A similar percentage began facing the same situation over the last XX months. All while XX% of consumers who once had some financial comfort say they have since lost it and feel overwhelmed by their situation. The US wealth divide is hitting historic levels"
X Link 2025-10-24T17:02Z 1.2M followers, 1.6M engagements

"BREAKING: US Treasury Secretary Bessent says China is "ready" to make a trade deal with the US after X days of negotiations. Bessent says the agreement will remove President Trump's XXX% tariff set to go live November 1st"
X Link 2025-10-26T11:37Z 1.2M followers, 1.5M 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: President Trump officially announces a "deal on economic and trade relations with China:" Chinese actions: X. Suspend new rare earth export controls X. Issue general licenses for exports of rare earths X. Take "significant measures" to end flow of fentanyl to the US X. Suspend ALL retaliatory tariffs since March 4th X. Suspend all retaliatory non-tariff measures since March 4th X. Purchase at least XX million metric tons of US soybeans US actions: X. Lower tariffs on China by XX percentage points X. Extend the expiration of certain Section XXX tariff exclusions until November 2026"
X Link 2025-11-02T01:16Z 1.2M followers, 2.9M 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: 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: 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

"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

"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

"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: 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 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

"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

"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

"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, 222.7K 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: 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

"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, 298.1K 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, 330.1K 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, 288.6K 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

"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

"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

"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

"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: US online shopping spend surges +7.7% to a record $XXXX billion during the 5-day Thanksgiving shopping period per Adobe Analytics"
X Link 2025-12-02T13:05Z 1.2M followers, 133.7K 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: 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

"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: 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

"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

"Shocking stat of the day: Interest costs on US debt are now equal to XX cents of every $X in government tax revenue. The interest expense as % of collected taxes has nearly DOUBLED over the last X years. This comes as interest expenditures reached $XXXX trillion over the last XX months an all-time high. October alone saw a record $XXXXX billion in gross interest the highest for that month in history. Interest expense is now the 2nd-largest government outlay exceeding defense and healthcare spending and only behind Social Security at $XXXX trillion. The government needs lower interest rates"
X Link 2025-12-03T15:37Z 1.2M followers, 236.9K 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, 654.7K 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

"BREAKING: US employers made 71321 new layoff announcements in November officially bringing the 2025 total up to XXXX million layoffs. This now marks the FIRST year with 1.1+ million job cuts since the pandemic lockdowns in 2020. American consumers are in trouble"
X Link 2025-12-04T12:54Z 1.2M followers, 597.7K 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

"JUST IN: "Trump Accounts" will feature TAX-FREE contributions with "hundreds of major companies" set to contribute. 25+ million US kids will now receive $1000 from the Trump Administration $XXX from Michael Dell and all tax-free contributions made to these accounts. This will provide TRILLIONS of dollars to kids if invested until age 20+"
X Link 2025-12-04T17:41Z 1.2M followers, 355.5K engagements

"BREAKING: AMD $AMD CEO Lisa Su announces that the company will pay a XX% tax on MI308 chip exports to China. Last night reports emerged that President Trump is considering allowing Nvidia to sell their H200 chip to China. This is beginning to sound a lot like the Nvidia and AMD deal with President Trump which was rumored on August 10th. Under the August 10th rumored deal Nvidia and AMD could export certain AI chips to China for a XX% tariff. If the US AI chip market even partially reopens to China it could be the market's biggest catalyst of the year. Especially as Nvidia has almost entirely"
X Link 2025-12-04T18:04Z 1.2M followers, 366.4K 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

"Unrealized losses at Japan's regional banks are surging: Unrealized losses for Japanese regional banks on domestic bond holdings surged +$4 billion in Fiscal Q2 2025 ending September 30th to a record $XXXX billion. This marks a XXX% increase since March 2024 when the Bank of Japan hiked rates for the first time since 2007. Banks now face their 5th consecutive year with unrealized losses on bond holdings. This comes as Japanese government bonds have seen their most severe price decline in history. Japan's bond market is in trouble"
X Link 2025-12-05T00:09Z 1.2M followers, 194.9K 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: September PCE inflation the Fed's preferred inflation measure rises to XXX% in-line with expectations of 2.8%. Core PCE inflation fell to XXX% below expectations of 2.9%. Headline PCE inflation is at its highest since October 2023. Yet the Fed will keep cutting rates"
X Link 2025-12-05T15:01Z 1.2M followers, 284.5K 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, 685.7K engagements

"ELON MUSK: "The European Union should be abolished.""
X Link 2025-12-06T15:27Z 1.2M followers, 367.4K engagements

"May 4th 2024: The day the Fed lost control. Fed Chair Powell responds to concerns about stagflation "I don't see the stag or the flation." XX months later inflation is still at 3%+ and the labor market is at its weakest level since the pandemic. Own assets"
X Link 2025-12-06T16:33Z 1.2M followers, 516.5K 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, 196.4K 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, 137.1K 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, 135.2K 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, 318.1K 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

"BREAKING: Netflix stock $NFLX falls -X% to its lowest level since April 2025 after Paramount launches a hostile bid for Warner Brothers. Netflix is now down -XX% from its record high seen just X months ago. Paramount's offer values Warner Brothers at $XXX BILLLION"
X Link 2025-12-08T15:02Z 1.2M followers, 266.8K engagements

"BREAKING: There is now a XX% chance that the Fed will cut interest rates on Wednesday per Polymarket. The 3rd rate cut of 2025 is coming"
X Link 2025-12-08T15:48Z 1.2M followers, 275.7K 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, 232.4K 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, 275.2K engagements

"BREAKING: President Trump has "authorized documentation" to impose a X% tariff on Mexico and calls on the country to release 200000 acre-feet of water by December 31st. Trump accuses Mexico of hurting US farmers"
X Link 2025-12-08T23:00Z 1.2M followers, 149.1K 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, 193.2K engagements

"BREAKING: China set to limit access to Nvidias H200 chips despite President Trump's export approval per FT. Buyers will likely be required to go through an approval process submitting requests to purchase and explaining why domestic providers were unable to meet their needs"
X Link 2025-12-09T11:37Z 1.2M followers, 336.5K engagements

"BREAKING: President Trump "grades" the current state of the US economy: "A+++++""
X Link 2025-12-09T12:59Z 1.2M followers, 1M engagements

"BREAKING: President Trump is asked if the new Fed Chair will be expected to "lower interest rates immediately." His response: "Yes.""
X Link 2025-12-09T14:58Z 1.2M followers, 341.2K engagements

"BREAKING: Bitcoins short squeeze accelerates with prices surging above $94000"
X Link 2025-12-09T16:46Z 1.2M followers, 285.9K 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, 126.1K 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, 104.3K engagements

"The number of retirement account millionaires is surging: The number of 401(k) accounts with balances of $X million or more rose +10% QoQ to a record 654000 in Q3 2025 according to Fidelity. IRA accounts with at least $X million jumped +12% to a record 559000. Since Q1 2020 the number of 401(k) millionaire accounts has more than quadrupled. Meanwhile average 401(k) balances jumped +9% YoY to an all-time high of $144400 while average IRA balances rose +7% YoY to a record $137900. The average 401(k) contribution rate which includes both employer and employee inputs held steady at 14.2%. Own"
X Link 2025-12-10T16:22Z 1.2M followers, 94.9K 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, 392.9K engagements

"@smellypinappl92 @JupiterExchange The largest private equity fund in the world"
X Link 2025-12-10T18:09Z 1.2M followers, 1339 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, 745.1K 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, 913.9K 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, 260.3K engagements

"BREAKING: Elon Musk confirms rumors that SpaceX is going public"
X Link 2025-12-10T23:51Z 1.2M followers, 162.6K 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, 155.2K engagements

"The downfall of tech jobs in California will be studied for years to come. The % of US tech jobs located in California is now below 2008 levels"
X Link 2025-11-03T03:28Z 1.2M followers, 751.5K 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

"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: 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

"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

"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

"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, 584.1K 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

"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, 121.9K 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

"Investing is more popular than ever: Average daily share volume across on and off-exchange US markets has surged to a record XXXX billion shares YTD. Average daily turnover has nearly TRIPLED over the last X years. This comes as off-exchange trading volume as a % of total stock trading has averaged a record XX% YTD marking its 3rd consecutive annual increase. This reflects activity on platforms that match brokerage orders a common proxy for participation of retail investors. Meanwhile US options volume has tripled since 2019 to XXXX million contracts per day in October an all-time high."
X Link 2025-12-06T21:56Z 1.2M followers, 93.2K 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, 27.1K engagements

"Absolutely incredible: Just as everyone counted out US chip sales in China the market has returned. For months Nvidia has been forecasting ZERO chip sales to China. One of their largest markets in the world was effectively voided overnight when the trade war began. Today the China market is partially returning and Nvidia $NVDA has already added +$200 BILLION in market cap. Prior to the trade war Nvidia controlled XX% of the ENTIRE AI chip market in China. Just imagine what will happen if these chip export restrictions are broadened even further. Today marks a major pivot point for US chip"
X Link 2025-12-09T00:14Z 1.2M followers, 348.2K 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, 796.8K 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, 75.9K engagements

"The US dollar has been one of the best-performing currencies of 2024 so far. Some emerging market currencies have weakened by as much as XX% compared to the US Dollar. The Chilean Peso Turkish Lira and Brazilian Real have weakened by XXXX% XXX% and XXX% respectively. A stronger US Dollar makes it more expensive for countries to transact with the US. As higher for longer Fed policy returns it's unlikely this trend reverses. We may actually need a WEAKER US Dollar now"
X Link 2024-04-18T16:13Z 1.2M followers, 95.2K engagements

"Central banks are pivoting globally: World central banks have cut rates XXX times over the last XX months the 2nd-highest total in at least XX years. This is just one rate cut below the 2008 Financial Crisis response. By comparison the global pivot before and during the 2020 pandemic brought XXX cuts. This also marks a massive jump from just XX rate cuts during the 20222023 period. So far XX% of world central banks have cut rates over the last X months the highest share since 2020. This century central banks have slashed rates at a pace only seen during recessions. Global monetary easing"
X Link 2025-10-25T22:20Z 1.2M followers, 603.4K engagements

"BREAKING: President Trump says he has a plan B if the Supreme Court rules against him in the tariff legality case. Trump also says that he will not be discussing that plan"
X Link 2025-11-06T18:43Z 1.2M followers, 225K engagements

"BREAKING: Nasdaq losses accelerate to -XXX% on the day now set for the biggest daily decline since October 10th. Nvidia alone has lost -$220 billion in market cap today"
X Link 2025-11-13T20:10Z 1.2M followers, 243.9K engagements

"This is interesting: Historically when the volatility index $VIX jumps above XXXX points the S&P XXX has delivered strong returns over the following XX months. At VIX levels of XXXX to XXXX the index returned +16% on average over the next year between 1991 and 2022. When the VIX exceeds XXXX the average 12-month return was as much as +27%. By comparison when VIX traded between XXXX and XXXX the S&P XXX returned +15% over the following year. Elevated VIX levels have historically created buyingopportunities"
X Link 2025-11-23T18:54Z 1.2M followers, 439.6K engagements

"Foreign investors are buying US equities at a record pace: Private investors outside the US purchased a record +$646.8 billion of US equities in the XX months ending in September 2025. Purchases have doubled since the start of the year. This is now XX% ABOVE the+$390.0 billion high seen in 2021. Meanwhile foreign private-investor purchases of US Treasuries were +$492.7 billion during the same period. Rolling 12-month non-US buying of Treasuries has remained above +$400 billion for X straight years. Everyone wants US assets"
X Link 2025-11-30T19:52Z 1.2M followers, 141.3K 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

"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