[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 The Kobeissi Letter The US economy is showing mixed signals, with strong labor market and rising inflation, but also concerns about slowing consumer spending and a growing national debt. President Trump is calling for a XXX basis point interest rate cut, which could have significant effects on asset prices. Meanwhile, Bitcoin and tech stocks, particularly Nvidia, are surging to new highs, with some predicting further gains. ### Engagements: XXXXXXXXX [#](/creator/twitter::3316376038/interactions)  - X Week XXXXXXXXXX +99% - X Month XXXXXXXXXXX -XXXX% - X Months XXXXXXXXXXXXX +336% - X Year XXXXXXXXXXXXX +94% ### Mentions: XXX [#](/creator/twitter::3316376038/posts_active)  - X Week XXX +12% - X Month XXX +27% - X Months XXXXX +99% - X Year XXXXX +130% ### Followers: XXXXXXX [#](/creator/twitter::3316376038/followers)  - X Week XXXXXXX +0.57% - X Month XXXXXXX +2.30% - X Months XXXXXXX +44% - X Year XXXXXXX +74% ### CreatorRank: XXXXX [#](/creator/twitter::3316376038/influencer_rank)  ### Social Influence [#](/creator/twitter::3316376038/influence) --- **Social category influence** [finance](/list/finance) #120 [cryptocurrencies](/list/cryptocurrencies) #90 [countries](/list/countries) #2527 [stocks](/list/stocks) #554 [currencies](/list/currencies) #665 [celebrities](/list/celebrities) XXXX% [technology brands](/list/technology-brands) #3582 [automotive brands](/list/automotive-brands) #1083 [exchanges](/list/exchanges) XXXX% [fashion brands](/list/fashion-brands) XXXX% **Social topic influence** [bitcoin](/topic/bitcoin) #61, [fed](/topic/fed) #1, [tariffs](/topic/tariffs) #60, [inflation](/topic/inflation) #7, [fed chair](/topic/fed-chair) #1, [powell](/topic/powell) #7, [stocks](/topic/stocks) #42, [debt](/topic/debt) #367, [elon musk](/topic/elon-musk) #809, [marks](/topic/marks) #31 **Top accounts mentioned or mentioned by** [@grok](/creator/undefined) [@elonmusk](/creator/undefined) [@007ofwallst](/creator/undefined) [@stockdatamarket](/creator/undefined) [@kathybulgarelli](/creator/undefined) [@santacawws](/creator/undefined) [@tiltfolio](/creator/undefined) [@buckheadbuckeye](/creator/undefined) [@remindme_ofthis](/creator/undefined) [@kalshi](/creator/undefined) [@badie912](/creator/undefined) [@tradeninvesting](/creator/undefined) [@lungi_arthur](/creator/undefined) [@musicman4203](/creator/undefined) [@investibrew](/creator/undefined) [@martinr66803484](/creator/undefined) [@mosaicassetco](/creator/undefined) [@galtnotjoh1844](/creator/undefined) [@iml84myd8s](/creator/undefined) [@sellhiltonhead](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Comerica, Inc. (CMA)](/topic/$cma) [Zions Bancorporation, NA. (ZION)](/topic/$zion) [MUX Protocol (MCB)](/topic/$mcb) [Walrus (WAL)](/topic/$wal) [New York Community Bancorp, Inc. (NYCB)](/topic/$nycb) [Valley National Bancorp (VLY)](/topic/$vly) [Centrifuge (CFG)](/topic/$cfg) [Goldman Sachs (GS)](/topic/goldman-sachs) [SPDR GOLD ETF (GLD)](/topic/$gld) [iShares BTC Trust (IBIT)](/topic/$ibit) [Apple, Inc. (AAPL)](/topic/$aapl) [69Coin (69)](/topic/$69) ### Top Social Posts [#](/creator/twitter::3316376038/posts) --- Top posts by engagements in the last XX hours "Despite near-daily call outs by President Trump Fed Chair Powell refuses to cut rates right now. The US is borrowing more yields are rising and spending cuts are distant at best. Buckle up for a wild ride. Follow us @KobeissiLetter for real time analysis as this develops"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1942967145467453756) 2025-07-09 15:20:40 UTC 944.5K followers, 37.2K engagements "WARREN BUFFETT'S CASH BALANCE OVER TIME: X. 2015: $63B X. 2016: $85B X. 2017: $92B X. 2018: $120B X. 2019: $136B X. 2020: $140B X. 2021: $149B X. 2022: $109B X. 2023: $157B XX. 2024: $277B XX. Q1 2025: $348B Berkshire Hathaway's cash balance is XXX TIMES larger than it was in 2022. What is Warren Buffett waiting for"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1918645271203889171) 2025-05-03 12:34:14 UTC 944.9K followers, 507.5K engagements "What just happened At 10:10 AM ET rumors emerged that the White House was considering a "90-day tariff pause." At 10:15 AM ET CNBC reported that Trump is considering a 90-day pause on tariffs for ALL countries except for China. By 10:18 AM ET the S&P XXX had added over +$3 TRILLION in market cap from its low. At 10:25 AM ET reports emerged that the White House was "unaware" of Trump considering a 90-day pause. At 10:26 AM ET CNBC reports that the 90-day tariff pause headlines were incorrect. At 10:34 AM ET the White House officially called the tariff pause headlines "fake news." By 10:40 AM"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1909259768398479839) 2025-04-07 14:59:35 UTC 945.1K followers, 1.8M engagements "First President Trump mentions that higher rates are costing the US more money on interest expense. At a high level this is true. Annual interest expense on US debt has reached $XXX TRILLION over the last XX months. The US is now paying $XXX BILLION in interest per day"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1942967116887376124) 2025-07-09 15:20:33 UTC 943.8K followers, 92.1K engagements "The Fed is bracing for stagflation: The number of FOMC members who see upside risks to both their inflation and unemployment forecasts reached XX in May. Furthermore XX and XX members saw upside risks to inflation and unemployment respectively in March. On the other hand no FOMC members projected downside risks to the unemployment rate and inflation in May. This pattern was also seen in March 2025 December 2024 and September 2024. The Fed continues to signal concern over a stagflationary outlook for the US economy. This is why Powell hasn't resumed rate cuts"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1940096562371477566) 2025-07-01 17:14:00 UTC 944K followers, 157.5K engagements "BREAKING: Dow losses accelerate to nearly -XXX points on the day as President Trump sends out "tariff letters." The 10Y Note Yield is now back to 4.40%"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1942293021455782169) 2025-07-07 18:41:57 UTC 944.7K followers, 120.5K engagements "BREAKING: Dow futures fall -XXX points in the markets initial reaction to President Trumps XX% tariffs on the EU and Mexico"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944518665950662764) 2025-07-13 22:05:52 UTC 945.1K followers, 231.4K engagements "BREAKING: President Trump says Fed Chair Powells termination cannot come fast enough"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1912828575369019478) 2025-04-17 11:20:45 UTC 945.1K followers, 396.1K engagements "If President Trump actually fires Fed Chair Powell Gold and Bitcoin are going to explode. On top of the existing instability we are seeing this would add jet fuel to the equation. This is huge. Follow us @KobeissiLetter for real time analysis as this develops"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1945508438609416429) 2025-07-16 15:38:52 UTC 945.1K followers, 48.1K engagements "Gold prices are going absolutely parabolic as the White House says Trump is likely going to fire Fed Chair Powell. Gold and Bitcoin have been telling us for months"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1945506490803986597) 2025-07-16 15:31:07 UTC 945.1K followers, 226.3K engagements "BREAKING: President Trump is reportedly expected to make a "major update" on his upcoming crypto strategy"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1902432901725106466) 2025-03-19 18:52:03 UTC 944.8K followers, 476.3K engagements "@pulte Stocks crypto housing and many commodities are at all time highs. CPI inflation is now at XXX% XXX% on Core CPI. Where do you think the Fed Funds Rate should be"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1945172008582484030) 2025-07-15 17:22:01 UTC 945.1K followers, 4158 engagements "Something does not add up here: The Bank of Japan currently has a policy rate of XXXX% and Japan has a Debt-to-GDP ratio of 250%+. Meanwhile Germany has a policy rate of XXXX% (4.5x higher) and a Debt-to-GDP ratio of just XX% (1/4 of Japan's). However 30Y Government Bonds in Germany and Japan both yield 3.2%. If you think Japanese bond yields are high the market says we are just getting started. What is happening here"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944966149420077116) 2025-07-15 03:44:00 UTC 945.1K followers, 266.6K engagements "BREAKING: President Trump says the US has completed three attacks on nuclear sites in Iran. The US is officially striking Iran"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1936572180126421381) 2025-06-21 23:49:22 UTC 944.3K followers, 1.1M engagements "US Regional Bank Stocks Today: X. NY Community Bank $NYCB: -XX% X. Valley National Bank $VLY: - X% X. HarborOne $HONE: -X% X. HomeStreet $HMST: -X% X. Zions Bank $ZION: -X% X. Comerica Bank $CMA: -X% X. Metropolitan Bank $MCB: -X% X. Citizens Financial $CFG: -X% X. Western Alliance $WAL: -X% This comes after New York Community bank which acquired the collapsed Signature Bank cut their dividend by 70%. They also posted a quarterly LOSS of $XXX million while a $XXX million GAIN was expected. Did regional banks ever really recover"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1752742968237162941) 2024-01-31 17:17:42 UTC 945K followers, 465.8K engagements "The market's recovery has been historic: The S&P XXX hit a record $XXXX TRILLION in market cap last week. This means the S&P XXX has added $XXXX TRILLION since Aprils low. Nvidia alone $NVDA has added $XXX trillion in value reaching a record $XXX trillion. Year-over-year the S&P 500s market cap has surged by $XXX trillion or +14.6%. We just witnessed one of the fastest and largest rebounds in market history"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1942215181544681884) 2025-07-07 13:32:38 UTC 945.1K followers, 134.4K engagements "The average rate on US debt is 3.3%. If the rate on ALL $29B in public debt was cut by XXX bps the US could save $290B X = $870B/year. However refinancing all of this debt immediately would be impossible. Realistically XX% could be refinanced in year X to save $174B"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1942967121736089725) 2025-07-09 15:20:35 UTC 944.7K followers, 80.7K engagements "@traderamericano Next year at this time we will have a new Fed chair. The new chair will likely be named within a matter of weeks to months"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943000260714074407) 2025-07-09 17:32:16 UTC 944.7K followers, 15.1K engagements "BREAKING: President Trump posts his "most important and impactful" Truth statement of all time. In summary President Trump will be signing an Executive Order tomorrow to reduce drug prices by XX% to 80%"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1921693313993703458) 2025-05-11 22:26:04 UTC 945.1K followers, 1.8M engagements "Shocking stat of the day: The share of cryptocurrencies trading within X% of their 252-day high is near X% according to Sentimentrader. This contrasts with Bitcoin which currently trades near at a fresh all time high. By comparison when Bitcoin previously set new records in February and November 2024 XX% and XX% of cryptocurrencies respectively were within X% of their 252-day highs. Historically when a large percentage of cryptocurrencies trade near record highs Bitcoin has pulled back. The current divergence suggests Bitcoin may have more room to run. History suggests this rally isnotdoneyet"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943705045918433290) 2025-07-11 16:12:49 UTC 945.1K followers, 145.8K engagements "BREAKING: The US has extended its tariff pause on some Chinese goods until August 31st"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1929631454977229014) 2025-06-02 20:09:24 UTC 944.4K followers, 1.6M engagements "BREAKING: June PPI inflation falls to XXX% below expectations of 2.5%. Core PPI inflation fell to XXX% also below expectations of 2.7%. On a MoM basis there was XXX% inflation for June below expectations of 0.2%. Producer inflation is cooling down again"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1945467916817764844) 2025-07-16 12:57:51 UTC 945.1K followers, 243.9K engagements "BREAKING: President Trump issues a statement on his XX% tariff on copper:"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943105516424630687) 2025-07-10 00:30:30 UTC 945.1K followers, 267.7K engagements "BREAKING: Bitcoin officially hits a new all time high for the first time since May 22nd"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943037039168884991) 2025-07-09 19:58:24 UTC 945.1K followers, 231.2K engagements "BREAKING: The Federal Reserves balance sheet declined by -$13 billion in June to $XXXX trillion the lowest since April 2020. Over the last X years the Fed has reduced its asset holdings by -$2.31 trillion or -26%. During this period the value of Treasury holdings has dropped by -$1.56 trillion to $XXXX trillion the lowest since June 2020. Mortgage-backed securities (MBS) have fallen -$590 billion to $XXXX trillion the lowest since March 2021. Despite the reduction the size of the central banks balance sheet remains +$2.5 trillion or +60% above its pre-pandemic levels. We are still far from"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943339179167125922) 2025-07-10 15:59:00 UTC 945.1K followers, 128.5K engagements "Even as President Trump sends out "tariff letters" and ramps up the trade war the USD is falling. This is the exact OPPOSITE reaction that we saw heading into April 2025. Historically speaking a US-driven trade war should strengthen the US Dollar not weaken it"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943432308058656923) 2025-07-10 22:09:04 UTC 945.1K followers, 33K engagements "BREAKING: Nvidia stock $NVDA surges +5% to a new record high as the company announces H20 chip sales to China will resume. Nvidia is now worth a whopping $XXX TRILLION"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1945081245618094305) 2025-07-15 11:21:21 UTC 945.1K followers, 130.9K engagements "BREAKING: President Trump is going to make "an investment announcement" today at 1:30 PM ET - per the White House"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1896543951492100111) 2025-03-03 12:51:28 UTC 945.1K followers, 2.2M engagements "The US government's default risk is rising: 1-year US credit default swaps (CDS) have risen to XX basis points near the highest since 2023. Excluding the 2023 debt ceiling crisis the cost of insurance against the US government's default is at its highest in XX years. Furthermore outstanding volume of credit default swaps has risen by $X billion this year to $XXX billion the second-highest since 2014. This comes as investors are increasingly concerned about the US government's rising deficit. The US reached its statutory borrowing limit in January and employed extraordinary measures to avoid a"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1928929887550685676) 2025-05-31 21:41:37 UTC 944.8K followers, 264.4K engagements "US Regional Bank Stocks Today: X. PacWest $PACW: -XX% X. Western Alliance $WAL: -X% X. Metropolitan Bank $MCB: -X% X. Fifth Third $FITB: -X% X. Zions Bank $ZION: -X% X. Regions Financial $RF: -X% X. Comerica $CMA: -X% X. First Horizon $FHN: -X% Every time this crisis seems to be coming to an end something new emerges. The Regional Bank Sector $KRE is now down XX% since January 1st. We are officially X months into the banking crisis"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1656656702320640000) 2023-05-11 13:45:11 UTC 945K followers, 508.1K engagements "Meanwhile investors continue to drive equity prices higher despite the debt crisis. Euphoria is strong and the top XX% of stocks now reflect a record XX% of the US stock market. As long as Big Tech is rising this market will continue to be historically resilient"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1886813589006139747) 2025-02-04 16:26:29 UTC 943.9K followers, 40.5K engagements "BREAKING: President Trump says the US deficit is cut in half in anticipation of his Big Beautiful Bill"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1940415962282672257) 2025-07-02 14:23:11 UTC 945K followers, 230.7K engagements "It's clear that the story for crypto has become much more than just being a decentralized currency. Rather it has become the hedge (along with gold) against the biggest crisis in the US: Deficit spending. Crypto and gold are telling a clear story: the crisis worsening"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943432287753834716) 2025-07-10 22:08:59 UTC 945.1K followers, 55.6K engagements "This is incredible: The US stock market has never been this large. Total US public equity market capitalization hit a record $XXXX TRILLION according to Goldman Sachs data. Thats DOUBLE the size it was X years ago. By comparison previously it took X years from 2012 to 2020 for the market to double in value. The US stock market is now more than X TIMES larger than Europes. It is also now larger than the combined market size of Europe China Hong Kong Japan and India. Mind-blowingnumbers"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1939838864471773200) 2025-07-01 00:10:00 UTC 945.1K followers, 544.8K engagements "Credit investors are concerned about the US fiscal situation: Credit markets are now pricing US credit as if it were rated BBB+ X notches below its official credit grade of AA+. This is just X notches above the non-investment grade status. Credit default swap market pricing has also deteriorated over the last few months as US fiscal outlook has worsened. This comes as the US deficit is projected to reach 6-7% of GDP over the next X years only below the World Wars 2008 and 2020 levels. Furthermore in January the US government reached its statutory borrowing cap and implemented extraordinary"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1935375958170886288) 2025-06-18 16:36:00 UTC 944.7K followers, 146K engagements "US debt issuances are skyrocketing: In 2024 over XX% of all credit assets coming to the market were in US Treasuries. The US Treasury issued $XXX trillion in debt last year more than double the $XXX billion issued by companies in the corporate bond market. By comparison the value of total mortgages and municipal securities issued was $XXX billion and $XXX billion respectively. To put this differently investors are now allocating more of their capital to finance US government than loans to firms and consumers. The deficit crisis is worse than ever before"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1940489035320807787) 2025-07-02 19:13:33 UTC 945.1K followers, 149.5K 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"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1878124714855694615) 2025-01-11 17:00:00 UTC 945.1K followers, 4.8M engagements "BREAKING: Nvidia $NVDA officially becomes the first company in history to hit $X trillion in market cap"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1942945774158905712) 2025-07-09 13:55:45 UTC 945.1K followers, 315.7K engagements "You cant make this up: President Trump is now calling for AT LEAST XXX basis points of rate cuts. Buckle up"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1942947749269541007) 2025-07-09 14:03:36 UTC 945.1K followers, 419.6K engagements "This is incredible: Nvidia $NVDA now accounts for a record XXXX% of the MSCI All Country World Index (ACWI). The MSCI ACWI Index covers XX% of global equity markets including large and mid-cap stocks. Nvidia's weight ALONE is now larger than Japan's XXXX% share the worlds 3rd-largest stock market. By comparison the UK China and Canada account for XXXX% XXXX% and XXXX% respectively. Nvidias contribution to the index is now nearly as large as France and Germany COMBINED. Historic is an understatement"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1945543308312547393) 2025-07-16 17:57:25 UTC 945.1K followers, 115.6K engagements "This is absolutely insane: Total US debt is now expected to hit $XX TRILLION THIS YEAR per Kalshi. To put this into perspective at the start of 2020 total US debt stood at $XXXX trillion. This would mark a near $XX TRILLION increase in X years. Never in history has the US borrowed even remotely near the levels we are borrowing now. This is a crisis"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1940843989558595835) 2025-07-03 18:44:00 UTC 945.1K followers, 1.1M engagements ""Reciprocal tariffs" are officially HERE: President Trump just announced tariffs on XXX countries AT ONCE one of the largest tariffs in US history. S&P XXX futures erased -$2 TRILLION of market cap in under XX minutes. What just happened Let us explain. (a thread)"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1907551570390106113) 2025-04-02 21:51:49 UTC 945.1K followers, 5M engagements "It's really a double-whammy for gold and Bitcoin here. The S&P XXX in Bitcoin terms is DOWN -XX% year-to-date. Since 2012 the S&P XXX in Bitcoin terms is down -99.98%. Not only is Bitcoin gaining value but the US Dollar is losing value. Once again watch the US deficit"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944618364468359393) 2025-07-14 04:42:02 UTC 945.1K followers, 70.1K engagements "The "buy the dip" strategy has been remarkably effective this year: The cumulative return from buying the Nasdaq XXX after a down day has been XX% year-to-date the highest in X years. At this pace 2025 is on track to record the best year for this strategy since at least 1985. This has even outperformed the returns seen during the Dot-Com Bubble years of 1998 and 1999. By comparison the return at this point last year was just 5%. This comes as the Nasdaq XXX has been down in XX out of XXX trading days so far this year. Volatility is a tradingopportunity"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1941523799490302156) 2025-07-05 15:45:20 UTC 944.7K followers, 213.9K engagements "BREAKING: Lululemon stock $LULU falls over -XX% after cutting its full-year guidance citing a dynamic macroenvironment"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1930726468637675840) 2025-06-05 20:40:35 UTC 945.1K followers, 354.7K engagements "BREAKING: Linda Yaccarino steps down as CEO of X"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1942957684988285398) 2025-07-09 14:43:05 UTC 945.1K followers, 249K engagements "The ironic part is that eliminating the US deficit would solve most of our problems. It would lower rates reduce inflation and strengthen the US Dollar. But Bitcoin knows this clearly will not happen with the rally accelerating after the spending bill was passed"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944618376397279407) 2025-07-14 04:42:04 UTC 945.1K followers, 52K engagements "The shift in Japanese bond markets is deep rooted and complex. However it will have global implications on financial markets. Let us know if you'd like to see a thread explaining this topic. Follow us @KobeissiLetter for real time analysis as this develops"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1924804447626019078) 2025-05-20 12:28:36 UTC 944.7K followers, 92.2K engagements "Bitcoin's next catalyst has arrived: Simply put institutional capital can no longer ignore the returns that Bitcoin is providing. When an asset provides a return of XX% in one year it can be ruled an "outlier." However when an asset provides a XX% CAGR for XX years (Bitcoin) it can no longer be ignored. Last month we were invited to @Coinbase's annual State of Crypto Summit. Even the "conservative" funds we talked to were allocating "1% of AUM" to Bitcoin. And the straw that broke the camel's back was the US Government's sudden adoption of crypto largely supported by @Brian_Armstrong's battle"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944951294801707439) 2025-07-15 02:44:58 UTC 945.1K followers, 269.7K engagements "Over the last year Japans 30Y bond yield has surged XXX basis points. This created massive unrealized losses for financial institutions. Unrealized losses on domestic bonds for X of Japans largest life insurers QUADRUPLED in XX months to a record $XX billion in Q1 2025"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944932178770415661) 2025-07-15 01:29:01 UTC 945.1K followers, 17K engagements "It's like clockwork: Trump's "tariff letters" go out and the 10Y Note Yield is back to 4.40%. Yields are just XX basis points below the highs seen when President Trump announced a 90-day tariff pause. We have reached a point where yields are rising regardless of the trade war situation. Deficit spending has completely taken control of long-term rates. The market is crystal clear"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1942267115152552231) 2025-07-07 16:59:00 UTC 945.1K followers, 276.4K engagements "The US Dollar has rarely ever been this oversold: The US Dollar index is trading XXX points below its 200-day moving average the largest margin in XX years. This marks a sharp reversal from January 2025 when the index was XXX points above its 200-day average. So far this year the US Dollar Index has dropped -XXXX% its worst year-to-date performance since 1973. Meanwhile speculative short positions on the US Dollar by asset managers and leveraged funds have reached their lowest level since mid-2021 according to JP Morgan. Is the US dollar overdueforabounce"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1942679331039260719) 2025-07-08 20:17:00 UTC 945.1K followers, 255.7K engagements "BREAKING: President Trump says Fed Chair Powell "demeans the great credit of the USA.""  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943319074810839178) 2025-07-10 14:39:07 UTC 945.1K followers, 194.8K engagements "Heading into April 2025 Bitcoin was moving in a straight-line lower on trade war fears. On April 9th tariffs were delayed for XX days and Bitcoin bottomed. On April 20th the real rally began without any major news days after the delay. So what really happened here"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943432285686022500) 2025-07-10 22:08:58 UTC 945.1K followers, 54K engagements "Inflation in Japan is HOT: Japan's CPI inflation excluding fresh food accelerated to +3.7% year-over-year in May the fastest pace since January 2023. This marks the 6th consecutive monthly reading at or above 3%+. Rice prices surged a whopping +102% year-over-year driving overall food inflation. Service prices a gauge closely watched by the Bank of Japan increased +1.4% above the +1.3% seen in April. As a result Japans inflation rate has now been at or above the BoJs X% target for over X years. The BoJ likely has no option but to raise interest rates in July. Japan has an inflation issue"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1936103055285436644) 2025-06-20 16:45:14 UTC 944.8K followers, 118.5K engagements "BREAKING: President Trump says he is doubling tariffs on steel from XX% to 50%. Nothing like a Friday evening tariff headline minutes after futures close"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1928575302864675020) 2025-05-30 22:12:38 UTC 945K followers, 343.5K engagements "US Treasury Secretary Bessent says over XXX countries did not respond to US tariffs with trade deals. All of these countries are expected to receive tariff letters. We will be breaking it down real-time. Follow us @KobeissiLetter for real time analysis as this develops"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1942260303955411436) 2025-07-07 16:31:56 UTC 944.6K followers, 76K engagements "The stock market on the Israel-Iran war: While all of the headlines point to more escalation and a longer war the stock market says the EXACT OPPOSITE. Equity markets have turned green oil prices are now up just +0.5% and gold is down just -0.5%. If the market were truly concerned about a long-term conflict oil prices would have already crossed above $100/barrel. In fact oil prices are more than XX% BELOW their high recorded last week. For now it appears the market believes a peace deal is on the horizon. The market is telling us something"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1934505168759857609) 2025-06-16 06:55:48 UTC 945.1K followers, 1.1M engagements "Since the April 9th low oil prices are up a massive +35%. This does not account for this weekend's events as markets are closed. Inflation and geopolitical tensions will now be the primary market drivers. Follow us @KobeissiLetter for real time analysis as this develops"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1936787380964335755) 2025-06-22 14:04:30 UTC 945K followers, 149.6K engagements "On Friday we posted the below alert for our premium members trying counter-trend shorts. After closing longs we believed the market was overbought. Today these shorts are in the money with $SPY puts up +30%. Subscribe to access our alerts below:"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1942236983264243793) 2025-07-07 14:59:16 UTC 945.1K followers, 52.8K engagements "This statement brings up many questions ranging from legality to its implications on markets. We will soon be publishing an in-depth thread on the feasibility and implications of Trump firing Powell. Follow us @KobeissiLetter to read our research when it goes live"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1945505419843035252) 2025-07-16 15:26:52 UTC 945.1K followers, 42.8K engagements "BREAKING: President Trump says he is imposing a XX% tariff on copper"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1942634998403568117) 2025-07-08 17:20:50 UTC 945.1K followers, 219.1K engagements "Heading into July the market received data that the US posted a $XXX BILLION deficit for May 2025 alone. This marked the 3rd largest deficit on record but markets remained hopeful as @ElonMusk pushed back on the spending bill. But this did not last long into July"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944618357254246764) 2025-07-14 04:42:00 UTC 945.1K followers, 77.1K engagements "Shocking stat of the day: Nvidias $NVDA market cap now reflects XXX% of global GDP. This comes as Nvidia is officially the first company in history to hit $X trillion in market cap. By comparison the entire UK and France markets account for XXX% and XXX% of world GDP respectively. Furthermore the German stock market represents just XXX% of the global economy or XXX percentage points LESS than Nvidia. Nvidia ismakinghistory"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944119571109359979) 2025-07-12 19:40:00 UTC 945.1K followers, 172.7K engagements "This is interesting: There are multiple indications of slowing consumer spending in the US. Meanwhile the odds of the US entering a recession in 2025 just hit a new low of XX% per Kalshi. We are seeing a massive divergence between consumer sentiment and economic data. The market has completely priced-out near-term tariff uncertainty"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943010494534590545) 2025-07-09 18:12:55 UTC 945.1K followers, 287.4K engagements "This is incredible: Vanguard currently owns a record XXXX million shares of Strategy $MSTR and is its largest shareholder. This is X% of the companys outstanding common stock. Their ownership has DOUBLED over the last X years. This comes as multiple Vanguard mutual funds and ETFs have accumulated shares while tracking a wide range of indices. This includes small and mid-cap benchmarks as well as momentum value and growth strategies. Institutional capital is piling into Bitcoin"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1945249484398641603) 2025-07-15 22:29:52 UTC 945.1K followers, 251.7K engagements "BREAKING: Chinas new-home prices fell -XXX% in June MoM marking the steepest monthly drop in X months. Year-over-year new-home prices in XX cities plummeted -XXX% posting the 24th consecutive monthly decline. Second-hand home prices fell -XXX% the biggest drop since September 2024. Additionally residential sales fell -XXXX% YoY last month the sharpest decline this year. Meanwhile real estate investment dropped -XXXX% in the first half of 2025 recording a new low since the 2020 pandemic. Chinas property crisis is deepeningagain"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1945464322504761673) 2025-07-16 12:43:34 UTC 945.1K followers, 62.2K engagements "Lastly we continue to believe the solution to rapidly rising US interest expense is simply to borrow less. The US Treasury posted a $XXX billion budget deficit in May the third-largest on record. We have a spending problem which can NOT be resolved by interest rates"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1942967141642256453) 2025-07-09 15:20:39 UTC 945.1K followers, 73K engagements "BREAKING: X will soon launch investing and trading directly within the app per FT. Youll be able to come to X and be able to transact your whole financial life on the platform X CEO @lindayaX says. X is the future of finance"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1935678354281349179) 2025-06-19 12:37:37 UTC 944K followers, 552.1K engagements "BREAKING: President Trump posts a statement on his Big Beautiful Bill passing:"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1940901205007650960) 2025-07-03 22:31:22 UTC 944.1K followers, 179.8K engagements "Trump says retaliation will be met with a proportional response on top of these tariffs. Over XXX countries did not reach out for trade deals during the 90-day pause per the Trump Admin. More updates to come. Follow us @KobeissiLetter for real time analysis as this develops"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943046949340615046) 2025-07-09 20:37:47 UTC 944.7K followers, 63.9K engagements "BREAKING: The New York Times reports that President Trump has drafted a letter to fire Fed Chair Powell. Firing Powell would be the most historic Fed-based development since its creation in 1913"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1945507837817303243) 2025-07-16 15:36:28 UTC 945.1K followers, 222.8K engagements "BREAKING: President Trump says Coca-Cola $KO has agreed to use real cane sugar in Coke in the US"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1945601228974530666) 2025-07-16 21:47:35 UTC 945.1K followers, 30.3K engagements "We are witnessing history in the markets: The S&P 500s 3-month realized volatility dropped by XXX points on Thursday the largest single-day drop since 1987 according to Tier1 Alpha. This metric reflects how much the indexs returns have fluctuated over the last X months. In other words the market just experienced its sharpest volatility cooldown in XX years. This comes as the Volatility index $VIX dropped XXXX points or XX% since its April 8th peak to XXXX the lowest since February 2025. Over the same period the S&P XXX has surged +28%. Bullish sentiment is through the roof"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943740573950914712) 2025-07-11 18:34:00 UTC 945.1K followers, 93.9K engagements "BREAKING: The White House says President Trump is likely going to fire Fed Chair Powell soon"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1945503312628912515) 2025-07-16 15:18:30 UTC 945.1K followers, 773.1K engagements "BREAKING: President Trump says happy crypto week and says Congress will vote on a bill to make America the undisputed number one leader in digital assets"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1945144093350207624) 2025-07-15 15:31:05 UTC 945.1K followers, 417.2K engagements "BREAKING: US Q1 2025 GDP was revised down by XXX percentage points to -XXX% confirming the first quarterly contraction since Q1 2022. Personal consumption was revised lower by XXX percentage points to +0.5% making this the weakest quarter since the 2020 pandemic. This also marked the second downward revision after the -XXX percentage point revision on May 29th. As a result consumer spending contributed just XXXX% to the GDP print down from XXXX% in Q4 2024. Meanwhile the Core PCE Price Index was revised up by XXX percentage point to +3.8%. Tariffs are shifting the US economy"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1938252663717507224) 2025-06-26 15:07:00 UTC 945K followers, 171.8K engagements "BREAKING: The US M2 money supply jumped +4.5% Y/Y in May to a record $XXXXX trillion. This marks the 19th consecutive monthly increase. It has now surpassed the previous all-time high of $XXXXX trillion posted in March 2022. Furthermore inflation-adjusted M2 money supply rose XXX% Y/Y last month the largest increase since early 2022. Since 2020 the US M2 money supply has risen nearly $X trillion or 45%. The US Dollar's purchasing power is in an eternal bear market"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1940127012733272430) 2025-07-01 19:15:00 UTC 945.1K followers, 694.4K engagements "And it appears that institutional capital is chasing this Bitcoin run. Bitcoin ETF $IBIT has reached a record $XX BILLION in assets under management in under XXX days. By comparison it took the largest gold ETF $GLD over XX years to reach the same milestone"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944618367798968579) 2025-07-14 04:42:02 UTC 945.1K followers, 64.2K engagements "BREAKING: Deputy FBI Director Dan Bongino is considering resigning over the Epstein files memo per CNN"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943740117941727553) 2025-07-11 18:32:11 UTC 945.1K followers, 210.6K engagements "In 2024 the US spent a record $XXX trillion on interest expense alone. That's more then total spending on Defense ($855B) Medicaid ($618B) and Veterans Programs ($412B). At our current pace we are set to see US interest costs exceed $X trillion within a matter of years"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943317852112445859) 2025-07-10 14:34:15 UTC 944.7K followers, 6352 engagements "In other words just about ALL asset prices would skyrocket. We believe a XXX bps rate cut would push the S&P XXX to 7000+ oil prices to $80+/barrel gold to $5000+/oz and home prices +25%. The near-term effects would be bullish but long-term inflation would surge"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1942967139771535676) 2025-07-09 15:20:39 UTC 945.1K followers, 75.5K engagements "This would come with a US economy that is already growing at +3.8% YoY. As a result we would expect to see a resurgence in CPI inflation likely exceeding 5%. And while it would initially send stocks higher as seen in March 2020 there's no such thing as "free money.""  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1942967129525068046) 2025-07-09 15:20:36 UTC 944.7K followers, 65.3K engagements "This is wild: We now have a President who is actively calling for interest rates to be cut to as low as 1%. And he is actively stating that he will be replacing Fed Chair Powell with someone who will immediately cut rates. Meanwhile stocks are at all time highs real estate prices are at all time highs US debt is at all time highs and crypto is at all time highs. If the new Fed Chair actually cuts rates to X% we are going to witness perhaps one of the biggest runs of all time in stocks and real estate. There has never been a time in history where the Fed cut rates to X% with the stock market"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1939689652312572158) 2025-06-30 14:17:05 UTC 945.1K followers, 1.7M engagements "BREAKING: Google stock $GOOGL falls on reports that OpenAI is planning to launch its own web browser"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943007237456224373) 2025-07-09 17:59:59 UTC 945.1K followers, 511.8K engagements "President Trump is calling for a 300+ bps rate cut immediately. This would be one of the largest market-moving Fed actions of all time. Read our thread below to see our view on what would happen to the market:"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943753338136539499) 2025-07-11 19:24:43 UTC 945.1K followers, 107.2K engagements "This marks the first monthly surplus since 2005 for the US government. However it follows the 3rd largest monthly deficit of all time at $XXX billion in May. Eliminating the deficit must be a top priority. Follow us @KobeissiLetter for real time analysis as this develops"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943740755576512842) 2025-07-11 18:34:43 UTC 945.1K followers, 70K engagements "BREAKING: President Trump terminates all discussions on trade with Canada "effective immediately." Trump says he will "let Canada know the Tariff that they will be paying to do business with the US" within the next X days"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1938655380189650958) 2025-06-27 17:47:15 UTC 944.7K followers, 515.5K engagements "It's also worth noting that the Fed has never implemented a rate cut of XX bps or more outside of a recession. As we are clearly NOT in a recession right now history would be made. A super-sized rate cut into a strong economy would serve as short-term "jet fuel.""  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1942967136277635517) 2025-07-09 15:20:38 UTC 944.7K followers, 53.7K engagements "BREAKING: The US stock market capitalization-to-GDP ratio has hit a record 208%. Since the April low this ratio has surged XX percentage points officially surpassing the February high of 206%. The ratio has also DOUBLED over the last X years. By comparison at the 2000 Dot-Com Bubble peak this metric was at XXX% while the long-term average is 85%. We are witnessinghistory"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1942980269373284835) 2025-07-09 16:12:49 UTC 945.1K followers, 122.5K engagements "BREAKING: The Chairman of the US Federal Housing Finance Agency releases a statement claiming that Fed Chair Powell is considering resigning"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943751013552283687) 2025-07-11 19:15:29 UTC 945.1K followers, 915.1K engagements "BREAKING: The US economy adds 147000 jobs in June above expectations of 111000. The unemployment rate FALLS to XXX% below expectations of 4.3%. The May jobs number was revised UP from 139000 to 144000. The headline numbers continue to crush expectations"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1940750110184603759) 2025-07-03 12:30:58 UTC 945.1K followers, 421.7K engagements "BREAKING: President Trump posts a statement after CPI inflation rose to XXX% this morning: Consumer Prices LOW. Bring down the Fed Rate NOW"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1945122105051185367) 2025-07-15 14:03:43 UTC 945.1K followers, 337.1K engagements "More on the Fed Chair Powell rumors: As a source US FHFA Director Bill Pulte just posted an article claiming Powell is considering resigning. But the source of the article is Bill Pulte himself. In other words Bill Pulte is now sourcing an article that sources himself"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943756392470323455) 2025-07-11 19:36:51 UTC 945.1K followers, 292.3K engagements "BREAKING: Elon Musk officially forms the "America Party" to challenge both Republicans and Democrats"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1941586190852903113) 2025-07-05 19:53:15 UTC 945.1K followers, 698K engagements "US technology stocks posted $XXX billion in net inflows last week the most since June 2024. This is X times more than all other sectors combined. Over the last X weeks net inflows have averaged $XXX billion per week. Meanwhile institutional net buying of tech stocks hit $X billion last week the highest since records began in 2008 according to BofA. As a share of total market cap this ranks in the 98th percentile historically. Investors are piling into tech"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1937871759576875018) 2025-06-25 13:53:26 UTC 943.9K followers, 114.2K engagements "POLL: Do you support President Trump's tariffs Explain your reasoning in the comments"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1907784578430898644) 2025-04-03 13:17:43 UTC 944.7K followers, 762.6K engagements "BREAKING: The White House says XX other countries will be receiving "trade letters." So far Japan and South Korea have received trade letters with tariffs of XX% beginning August 1st"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1942276477904642345) 2025-07-07 17:36:12 UTC 944K followers, 197.2K engagements "The reality is that global government bond market liquidity is at a record low now BELOW 2008 levels. This is exactly why Bitcoin and Gold are surging to record highs. The market has all your answers. Follow us @KobeissiLetter for real time analysis as this develops"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944932201985888471) 2025-07-15 01:29:06 UTC 945.1K followers, 52.3K engagements "BREAKING: President Trump announces a XX% tariff on Canada beginning August 1st"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943465683456557498) 2025-07-11 00:21:41 UTC 945.1K followers, 434.3K engagements "This is not a "normal." We have reached a point where Bitcoin is moving in a literal STRAIGHT-LINE higher. Rates are rising the USD is down -XX% in X months and crypto is up +$1 TRILLION in X months. What's happening Bitcoin has entered "crisis mode." (a thread)"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944618349389853046) 2025-07-14 04:41:58 UTC 945.1K followers, 1.9M engagements "BREAKING: Ghislaine Maxwell says she is willing to reveal Jeffery Epstein's "client list" per DailyMail. Just days ago the FBI said that the Epstein "client list" did not exist. Maxwell also says she is willing to speak in front of Congress about the Epstein Files"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944584176864493668) 2025-07-14 02:26:11 UTC 945.1K followers, 831.7K engagements "BREAKING: The odds of the US entering a recession in 2025 fall to XX% the lowest level since January 2025 per @Kalshi"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1942602323777220898) 2025-07-08 15:11:00 UTC 945.1K followers, 189.2K engagements "@NaoBoboTJ Everything is meaningless until it's not"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944934201725186319) 2025-07-15 01:37:03 UTC 945.1K followers, 2712 engagements "BREAKING: President Trump announces XX% tariff on the European Union and Mexico. Trump says if they retaliate these tariffs will be raised by the same amount as the retaliation"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944013339832504708) 2025-07-12 12:37:52 UTC 945.1K followers, 662.7K engagements "BREAKING: Airline giant Emirates announces they will be accepting Bitcoin and crypto as payment for flights"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1942906218764222533) 2025-07-09 11:18:34 UTC 945.1K followers, 507.6K engagements "BREAKING: President Trump sends out more tariff letters with the following tariff rates now announced: X. Brazil: XX% X. Cambodia: XX% X. Thailand: XX% X. Bangladesh: XX% X. Serbia: XX% X. Indonesia: XX% X. Bosnia: XX% X. Iraq: XX% X. Libya: XX% XX. Algeria: XX% XX. Tunisia: XX% XX. Japan: XX% XX. South Korea: XX% XX. Brunei: XX% XX. Moldova: XX% XX. Philippines: XX% These tariffs are set to go live on August 1st. President Trump says any retaliation will be met with increased tariffs. Trump also says there will be no further tariff pause extensions"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943046253232713988) 2025-07-09 20:35:01 UTC 945.1K followers, 302.3K engagements "BREAKING: President Trump posts a massive paragraph backing Attorney General Pam Bondi:"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944148754950496456) 2025-07-12 21:35:58 UTC 945.1K followers, 286.7K engagements "BREAKING: Elon Musk calls on President Trump to release the Epstein files as promised"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944247507183157682) 2025-07-13 04:08:22 UTC 945.1K followers, 371.4K engagements "Effectively no reaction at all in Bitcoin as the US announces a trade deal with China. Very interesting all eyes are on futures which open in X hours"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1921627510992773526) 2025-05-11 18:04:35 UTC 944.7K followers, 409.1K engagements "For those who are still keeping track: X. US Dollar: -XX% YTD worst start to the year since 1973 X. Bitcoin: +55% since April 2025 hits a new record high This is not a coincidence"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943447391664779348) 2025-07-10 23:09:00 UTC 945.1K followers, 218.5K engagements "Now let's examine the benefits. President Trump claims a XXX bps rate cut would save $360B/point per year or $1.08T/year. It seems Trump computed the $360B/year figure from X% x $XX trillion in US debt. However only publicly held debt matters which stands at $29B"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1942967119072903194) 2025-07-09 15:20:34 UTC 945.1K followers, 86.4K engagements "Iran's response has begun: After US strikes on Iranian nuclear facilities Iran just attacked US military bases in Qatar and Iraq. Meanwhile oil prices just CRASHED over -X% on the news. Why Markets are saying EVERYTHING you need to know. Let us explain. (a thread)"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1937203434559799743) 2025-06-23 17:37:44 UTC 945.1K followers, 1.5M engagements "BREAKING: President Trump sends out more tariff letters with the following tariff rates announced today: X. Cambodia: XX% X. Thailand: XX% X. Bangladesh: XX% X. Serbia: XX% X. Indonesia: XX% X. Bosnia: XX% X. Tunisia: XX% X. Japan: XX% X. South Korea: XX% These tariffs are set to go live on August 1st. President Trump says any retaliation will be met with increased tariffs"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1942324782848258200) 2025-07-07 20:48:09 UTC 945.1K followers, 473.3K engagements "BREAKING: President Trump says he will send more weapons to Ukraine"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1942370642998767665) 2025-07-07 23:50:23 UTC 945.1K followers, 258.3K engagements "We now have: X. CPI inflation rising for 2-straight months to its highest since February 2025 X. "Strong" labor market which has beat expectations for 3-straight months X. New "tariff letter" tariffs set to go live on August 1st Fed Chair Powell is NOT cutting rates"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1945101876904529952) 2025-07-15 12:43:20 UTC 945.1K followers, 221K engagements "Current situation: X. Bitcoin is up +60% in X months like the USD is broken X. The USD is falling in its worst start to a year since 1973 X. Gold prices are rising toward $3400/oz like inflation is back X. Treasury yields are rising like deficit spending is worsening X. Silver prices are rising like uncertainty never ended Don't discount the impact of the deficit spending crisis"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943651991063802261) 2025-07-11 12:42:00 UTC 945.1K followers, 299.4K engagements "ELON MUSK: How can people be expected to have faith in Trump if he wont release the Epstein files"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1942656343208517792) 2025-07-08 18:45:39 UTC 944.5K followers, 168K engagements "The Kobeissi Letter for the week of July 7th has been published and may be viewed through the link below: The Chart of the Week for the week of July 7th has been published. View or sign up for FREE through the link below:"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1941977959310446647) 2025-07-06 21:50:00 UTC 944.4K followers, 75.8K engagements "Are wages stagnating in the US The share of Americans not receiving any pay raises rose to XXXX% the highest in X years. This percentage has increased by X points over the last X years. It now exceeds the 2001 recession levels and is in line with 2008 levels. Adjusted for XXX% CPI inflation this implies that millions of Americans are experiencing a decline in real wages. While top-line employment figures remain robust underlying job market dynamics are softening. Is this really a stronglabormarket"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943354278816448831) 2025-07-10 16:59:00 UTC 945.1K followers, 70.5K engagements "BREAKING: President Trump announces the "United States Tariff Letters and/or Deals" which will be delivered starting at 12:00 PM ET on July 7th. It appears new tariff notices and deals are both coming tomorrow"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1942049207025557720) 2025-07-07 02:33:07 UTC 944.6K followers, 192.8K engagements "Below are some alerts we posted for our premium members since April. We bought the dip into $80000 $90000 $100000 and called for $115000. Today our target was hit for over +$30000 since April 2025. Subscribe below to access our alerts:"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943422200595571195) 2025-07-10 21:28:54 UTC 945.1K followers, 53.2K engagements "300 basis points of rate cuts would bring mortgage rates back down to 3%. The housing market would begin another bull run on top of the current bull run. Truly unprecedented. Follow us @KobeissiLetter for real time analysis as this develops"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1942949641638535628) 2025-07-09 14:11:07 UTC 945.1K followers, 57.7K engagements "BREAKING: Crypto markets have now added +$1.2 trillion in market cap since President Trump paused "reciprocal tariffs" on April 9th"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944634715031650528) 2025-07-14 05:47:00 UTC 945.1K followers, 141.8K engagements "BREAKING: The US Government posts a rare $XX billion budget SURPLUS in June largely fueled by the collection of tariffs. Tariffs collected in June totaled $XX billion marking a +301% gain from June 2024. 2025 tariff collections have totaled $XXX billion up +86% YoY"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943735384518615230) 2025-07-11 18:13:23 UTC 945.1K followers, 594.2K engagements "Adding to the pressure on Japanese bonds is the rebound in inflation. Japan's CPI inflation excluding fresh food accelerated to +3.7% YoY in May the fastest pace since January 2023. This is EXACTLY what the Fed wants to avoid. This is why "higher for longer" is back"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944932193169440770) 2025-07-15 01:29:04 UTC 945.1K followers, 10.4K engagements "US Regional Bank Stocks X Month Into 2024: X. NY Community Bank $NYCB: -XX% X. Valley National Bank $VLY: -XX% X. Metropolitan Bank $MCB: -XX% X. HarborOne $HONE: -XX% X. Comerica Bank $CMA: -XX% X. Zions Bank $ZION: -XX% X. Western Alliance $WAL: -XX% X. Citizens Financial $CFG: -X% X. KeyCorp $KEY: -X% Regional bank worries resurfaced as New York Community bank which acquired the collapsed Signature Bank cut their dividend by 70%. These are the same banks that hold nearly XX% of commercial real estate loans. Just XX months ago the regional bank crisis "ended.""  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1754982688451080581) 2024-02-06 21:37:33 UTC 945K followers, 854.3K engagements "Javier Milei just DESTROYED the memecoin market: Hours ago Argentinian President Milei launched a memecoin $LIBRA for "the growth of their economy." Within X hours over -$4.4 BILLION of market cap was erased. Is this the biggest rug pull in history (a thread)"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1890611963203334190) 2025-02-15 03:59:52 UTC 945.1K followers, 8.8M engagements "US equity ownership is heavily skewed toward older generations: Baby Boomers now hold XX% of all US corporate equities and mutual fund shares down only slightly from XX% in Q1 2020. By comparison Millennials own just X% of all equities up from X% in 2020. Gen X accounts for XX% roughly unchanged over the same period. Meanwhile the Silent Generation still holds XX% experiencing a decline from XX% seen X years ago. In other words XX% of all equities remain in the hands of Americans born before 1965. The generational wealth divide is massive"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944814474176737372) 2025-07-14 17:41:18 UTC 945.1K followers, 123.7K engagements "In what situation do you have: X. Bitcoin rising in a straight-line X. Treasury yields rising in a straight-line X. US Dollar falling in a straight-line X. Gold prices rising in a straight-line The answer US deficit spending is out of control"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944700398331138152) 2025-07-14 10:08:00 UTC 945.1K followers, 329.6K engagements "BREAKING: China reached a record $XXX billion trade surplus in the first half of 2025 according to data from the General Administration of Customs. This comes as exports rose +5.8% YoY to a record $XXX trillion. Imports increased +1.1% YoY to $XXX trillion marking the first monthly increase since February. Shipments to the US declined -XXXX% YoY but improved significantly from Mays -XX% drop following May 8th trade deal. Exports to the XX Southeast Asian (ASEAN) countries surged +17% helping offset the drop to the US. Tariffs are reshapingglobaltrade"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944847618082762872) 2025-07-14 19:53:00 UTC 945.1K followers, 178.9K engagements "Professional investors continue to dump US equities: Investors sold -$3.1 billion in single stocks and ETFs last week the most since August 2024 posting the 6th largest outflow on record according to BofA. This also marked the biggest single stock sale since July 2023. Institutional investors led the trend dumping -$3.2 billion and recording their 9th week of selling out of the last XX. Hedge funds posted their 3rd straight weekly net sale offloading -$1.0 billion last week alone. On the other hand retail investors purchased +$0.4 billion remaining net buyers in XX of the past XX weeks. It's"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1942998434115621210) 2025-07-09 17:25:00 UTC 945.1K followers, 130.4K engagements "Over the last X weeks: X. President Trump and Elon Musk feud escalates X. Congress passes Trump's "Big Beautiful Bill" X. Elon Musk announces establishment of "America Party" X. President Trump calls for a record breaking XXX bps rate cut X. US FHFA Director claims Fed Chair Powell is considering resigning X. US stock market rallies to a new all time high Has there ever been a more entertaining market"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943757857830449616) 2025-07-11 19:42:41 UTC 945.1K followers, 217.6K engagements "Many stocks are lagging the market's rally: The share of S&P XXX stocks trading above their 200-day moving average has fallen to XX% near the lower end of the 2024 range. This is X percentage points below this years peak of 57%. Meanwhile XX% of S&P XXX stocks are trading above their 50-day moving average down from Junes high of 78%. This comes despite the S&P XXX making new all time highs. As a result the equal-weighted S&P XXX index still has not surpassed its November 2024 record. Big tech is carrying the entire stock market"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1945579860832977240) 2025-07-16 20:22:40 UTC 945.1K followers, 100.3K engagements "BREAKING: Bitcoin surges to a record $123000 now up +66% since the April 2025 low. In just X days Bitcoin has added +$20000"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944716045605888337) 2025-07-14 11:10:11 UTC 945.1K followers, 246.7K engagements "Talk about a complete collapse in oil prices: Oil prices are now BELOW levels seen before the Israel-Iran war began. Down over -XX% from their high of the day oil prices are painting the true picture: Todays Iranian attack was de-escalatory"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1937219470709186615) 2025-06-23 18:41:28 UTC 944.8K followers, 228.5K engagements "BREAKING: Eric Trump posts an update on his Feels a great time to enter Bitcoin post from February 2025:"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943626606565601444) 2025-07-11 11:01:08 UTC 945.1K followers, 142.7K engagements "Lastly it's interesting that leverage shorts on Ether are now at a record high per ZeroHedge. We saw the same exact situation before the April 2025 bottom. Is a major crypto short squeeze set to begin Follow us @KobeissiLetter for real time analysis as this develops"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944618462955102348) 2025-07-14 04:42:25 UTC 945.1K followers, 108K engagements "Trump with a massive paragraph about Fed Chair Powell just now: He calls Powell a "numbskull" "dumb guy" and "Trump hater" who could save the US $X trillion per year with rate cuts. Trump concludes by saying maybe he will change his mind about firing Powell"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1936183177522917432) 2025-06-20 22:03:36 UTC 945.1K followers, 386K engagements "This is concerning: Currently XX% of US student loan borrowers in households with an annual income of less than $49999 are behind on payments. Among families earning between $50000 and $99000 XX% are behind. Even in households making over $100000 XX% are delinquent. Overall a record XX million people now hold a federal student loan and the total student loan balance hit $XXX trillion in Q1 2025 an all-time high. Among all those required to make payments XX% are delinquent. The student debtcrisisisreal"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943047507959033925) 2025-07-09 20:40:00 UTC 945.1K followers, 152.5K engagements "BREAKING: President Trump says reports of him firing Fed Chair Powell are not true"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1945515915363168685) 2025-07-16 16:08:34 UTC 945.1K followers, 121.4K engagements "BREAKING: President Trump says it is his "great honor" to raise tariffs on both steel and aluminum from XX% to XX% beginning on June 4th"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1928592024032215106) 2025-05-30 23:19:04 UTC 945K followers, 429.5K engagements "Foreign investors are diversifying out of US stocks: Investors from overseas withdrew $X billion from US equity ETFs over the last month the largest outflow in at least X years. This follows $X billion in net purchases during May. By comparison foreign investors poured in a whopping $XX billion into US stock ETFs in November 2024. This is all despite the S&P XXX rallying +5% over the last month and hitting an all-time high for the first time since February. Global investors are diversifying away from US stocks"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1940802195248615788) 2025-07-03 15:57:56 UTC 944K followers, 173.2K engagements "And it seemed that Bitcoin was rallying on trade deal hopes. But whether trade deals were announced or not the market was seeing the same outcome: Yields are rising Bitcoin is rising the USD is falling and gold is rising. This simply is not a "normal" situation"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944618358856356260) 2025-07-14 04:42:00 UTC 945.1K followers, 91.5K engagements "BREAKING: US Treasury Secretary Bessent accuses China of holding back products that are essential to the US industrial supply chain"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1929175454050570592) 2025-06-01 13:57:25 UTC 945.1K followers, 4.3M engagements "BREAKING: The S&P XXX closes above 6200 for the first time in history"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1939778283538690115) 2025-06-30 20:09:16 UTC 944.8K followers, 379.2K engagements "BREAKING: Amazon Prime Day sales fall -XX% in the first day of their X day event"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943007877720944711) 2025-07-09 18:02:32 UTC 945.1K followers, 303K engagements "You can't make this up: President Trump is now posting individual "trade letters" to countries with new tariff rates. So far Trump has announced a XX% tariff on Japan and XX% tariff on South Korea. Trump also says he will be raising tariffs on Japan if they raise tariffs on the US in retaliation. Meanwhile the S&P 500's losses are accelerating to -X% on the day. Did Liberation Day part X just begin"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1942259471381561474) 2025-07-07 16:28:38 UTC 945.1K followers, 655.7K engagements "BREAKING: The FBI has launched a criminal investigation into former FBI Director James Comey"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1942715607381614725) 2025-07-08 22:41:09 UTC 945.1K followers, 237.2K engagements "BREAKING: President Trump says crypto is "through the roof" and "Nvidia is up XX% since Trump Tariffs." $NVDA"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943323072578355572) 2025-07-10 14:55:00 UTC 945.1K followers, 186.6K engagements "BREAKING: President Trump says interest rates should be as low as X% and we have a "stupid person" at the Fed"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1939337812907872465) 2025-06-29 14:59:00 UTC 945.1K followers, 851.9K engagements "Are you paying attention Bitcoin is now up +55% since its April 2025 low hitting a RECORD $115000. Meanwhile the US Dollar just had its WORST start to a year since 1973 falling nearly -XX% in X months. This is not a coincidence. Let us explain. (a thread)"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943432282595025376) 2025-07-10 22:08:58 UTC 945.1K followers, 2.1M engagements "BREAKING: Michael Burry has sold every stock in his portfolio except for a new position in Estee Lauder $EL"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1923116270485999988) 2025-05-15 20:40:23 UTC 945.1K followers, 1.8M engagements "Gas prices are plummeting: Since the Israel-Iran ceasefire and Trump's call for lower oil prices this month gas prices have collapsed. Just X days ago @Kalshi traders saw gas prices ending June near $3.40/gallon. Now there's a mere XX% chance of gas prices closing the month above $3.20/gallon. Are gas prices heading below $3.00/gallon"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1938626317185843666) 2025-06-27 15:51:46 UTC 944.8K followers, 90.4K engagements "BREAKING: Elon Musk says former Trump White House Chief Strategist Steve Bannon is in the Epstein files. Yesterday the FBI said there is no Epstein client list"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1942636374194053327) 2025-07-08 17:26:18 UTC 945.1K followers, 280.1K engagements "BREAKING: S&P XXX losses accelerate to over -XXX% on the day putting the index on track for its largest daily loss since June 17th"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1942236516262072631) 2025-07-07 14:57:25 UTC 944.6K followers, 174.7K engagements "The crisis continues: Since the debt ceiling was raised on July 3rd US debt is now up $XXX BILLION in X days. This comes after the US Treasury ended "extraordinary measures" raising the debt ceiling by $X trillion. We are in the midst of the US' largest crisis. (a thread)"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943317831787118763) 2025-07-10 14:34:10 UTC 945.1K followers, 285.6K engagements "Our premium members were alerted of this move well in advance. We bought the dip into $100000 and called for a move toward $115000. Now UP +$12000 and counting. Subscribe to access our premium analysis and alerts at the link below:"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943037556368478589) 2025-07-09 20:00:27 UTC 944.7K followers, 58.7K engagements "For 10+ years we have employed an investment strategy that utilizes macroeconomic and technical analysis. Shifts in the economy are opportunity for investors. Want to see how we are trading it Subscribe below to access our premium analysis:"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1942967143378964695) 2025-07-09 15:20:40 UTC 944.5K followers, 41K engagements "Shifts in the economy are opportunity for investors. As markets price-in the ongoing shifts in bond markets capital is rotating and major moves in asset prices. Want to see how we are trading it Subscribe below to access our premium analysis:"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944932199163220405) 2025-07-15 01:29:06 UTC 945.1K followers, 53.7K engagements "Below are some alerts we posted for our premium members since April. We bought the dip into $80000 $90000 $100000 and called for $115000. Today our target was hit for over +$30000 since April 2025. Subscribe below to access our alerts:"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943432301687214501) 2025-07-10 22:09:02 UTC 945.1K followers, 38K engagements "BREAKING: President Trump says "something has happened" to Putin and that "he has gone absolutely crazy." He also says "everything out of Zelensky's mouth causes problems" and that "it better stop.""  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1926802805269872881) 2025-05-26 00:49:21 UTC 944.7K followers, 926.8K engagements "We got ahead of this trend. Below are some alerts for our premium members. We bought dips into $80000 $90000 $100000 and called for $115000. On Friday we raised our target to $120000+ which was just hit. Subscribe below to access our alerts:"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944618361700397434) 2025-07-14 04:42:01 UTC 945.1K followers, 72K engagements "Global central banks are cutting rates: World central banks cut interest rates XX times in May the fastest monthly pace this year. This also marks one of the largest waves of rate cuts this century. To put this into perspective in March 2020 and December 2008 central banks conducted XX and XX rate cuts respectively. Last week Europe cut rates for their 8th time this cycle. Meanwhile the Fed continues to pause rate cuts as global banks cut. Uncertainty is shifting monetary policy"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1934975832558080121) 2025-06-17 14:06:03 UTC 944.8K followers, 226.8K engagements "BREAKING: President Trump claims that Fed Chair Powell is already under investigation. Its unclear exactly what the investigation is for"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1945516238349701631) 2025-07-16 16:09:51 UTC 945.1K followers, 118.7K engagements "We think gold prices would surge to $5000+ as inflation rebounds and the USD drops. As we saw in 2021-2024 gold benefits from this type of economic environment. In fact gold is now up +40% in XX months and +80% over the last X years. Rate cuts would super-charge this run"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1942967138135728346) 2025-07-09 15:20:38 UTC 945.1K followers, 56.7K engagements "Market concentration is back on the rise: The top XX stocks now reflect XX% of the S&P 500's market cap near an all-time high. Since 2020 this percentage is now up XX points. By comparison at the 2000 Dot-Com Bubble peak this metric stood at 27%. Meanwhile the top XX stocks' earnings account for XX% of all S&P XXX profits. This is significantly above the long-term average of 20%. The market is highly reliant on big tech"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944773416222961871) 2025-07-14 14:58:09 UTC 945.1K followers, 98.8K engagements "BREAKING: Iran is reportedly ready to abandon uranium enrichment but needs a face saving exit per Iranwire. It appears we are on the brink of an Israel-Iran peace deal"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1934576252889014528) 2025-06-16 11:38:16 UTC 945.1K followers, 671.5K engagements "BREAKING: US-based employers announced 47999 job cuts in June bringing total Q2 2025 layoffs to 247256 the highest Q2 total since 2020. Year-to-date firms have announced 744308 job cuts the most for any first half of the year since 2020. Outside of 2020 this was the highest first half since 2009 when 896675 cuts were announced. The government sector has led the surge with 288628 layoffs including federal and contractor reductions. Retail and technology sectors followed with 79865 and 76214 job cuts respectively. Economic conditions closures and restructuring have been the primary drivers. US"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1940878216882729121) 2025-07-03 21:00:01 UTC 944.6K followers, 141.4K engagements "The US is now spending XX% of Federal revenue on interest expense alone. This matches the 1991 peak and is projected to hit XX% by 2025. That would be XXX TIMES higher than levels seen in 2008. All while the Fed is calling for a "soft landing" for the US economy"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943317854356492732) 2025-07-10 14:34:16 UTC 944.7K followers, 6479 engagements "BREAKING: The S&P XXX rises to a new all time high now up +30% from its April 2025 low"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943362853152411862) 2025-07-10 17:33:04 UTC 945.1K followers, 200.6K engagements "So far the market is not reacting to the statement/headline. However if this is even partially true it will have market-moving implications. It's likely going to be another busy weekend ahead. Follow us @KobeissiLetter for real time analysis as this develops"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943752377988751589) 2025-07-11 19:20:54 UTC 944.6K followers, 29.1K engagements "BREAKING: President Trump is set to launch a branded crypto wallet and trading application. Trump will reportedly encourage his supporters to purchase his memecoin $TRUMP and other crypto assets"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1929943015931486464) 2025-06-03 16:47:26 UTC 945.1K followers, 345.1K engagements "It's official: President Trump is now calling for the first 300+ basis point interest rate cut in US history. This would be X TIMES larger than the XXX bps cut on March 15th 2020 the largest in history. So what happens if the Fed does this Let us explain. (a thread)"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1942967114232373755) 2025-07-09 15:20:33 UTC 945.1K followers, 1.7M engagements "While June CPI inflation was XXX% inflation is much higher in many basic necessities: X. Utility Gas Inflation: +14.2% X. Car Insurance Inflation: +6.1% X. Electricity Inflation: +5.8% X. Meat and Eggs Inflation: +5.6% X. Car Repair Inflation: +5.2% X. Homeowner Inflation: +4.2% X. Hospital Services Inflation: +4.2% X. Rent Inflation: +3.8% X. Food Away From Home Inflation: +3.8% Headline CPI inflation is now up for two straight months for the first time since January 2025. Rate cuts remain distant"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1945179555724927328) 2025-07-15 17:52:00 UTC 945.1K followers, 363.9K engagements "The relationship between the US Dollar and Treasury yields has broken down: Since April 2nd the 10-year note yield has risen +27 basis points to 4.43%. At the same time the US Dollar index $DXY has declined -XXX% to near its lowest level in X years. This is a material shift from the pattern seen in recent years when the US Dollar and Treasury yields have moved with a high positive correlation. The trade war is changing long-standing relationships across asset classes"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1929558951995023390) 2025-06-02 15:21:18 UTC 945.1K followers, 258.6K engagements "BREAKING: President Trump adds the below note to his China trade deal announcement"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1932786747739644189) 2025-06-11 13:07:24 UTC 945.1K followers, 167.7K engagements "Shocking stat of the day: The share of subprime car borrowers at least XX days past due on their loans hit XXX% in January the highest in at least XX years. This percentage has DOUBLED over the last XXX years. Levels now exceed levels seen in 2020 2008 and the previous peak recorded in 1996. Transitions into serious delinquency of 90+ days among all borrowers hit XXX% in Q4 2024 the highest since 2010. Americans are falling behind on debt payments like we are in a recession"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1898439087041675538) 2025-03-08 18:22:04 UTC 945.1K followers, 228.6K engagements "Bitcoin could actually produce the first anonymous richest person in the world. Satoshi Nakamoto would surpass Elon Musks current net worth if Bitcoin hits $370000"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944582956216984050) 2025-07-14 02:21:20 UTC 945.1K followers, 345.1K engagements "You cant make this up: On May 23rd President Trump threatened Apple $AAPL and Samsung with a XX% tariff on phones not made in the USA. This was the first Trump tariff in 2025 to target individual companies. Today exactly XX days later the Trump Organization announced Trump Mobile. Trump Mobile will be using phones made in the USA. Truly incredible"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1934585873435070474) 2025-06-16 12:16:29 UTC 945.1K followers, 469K engagements "This has been one of the worst years in history for the US Dollar: The US Dollar index fell -XXXX% in the first half of 2025 its worst first-half performance since the end of the gold-backed Bretton Woods System in 1973. This also marks the weakest performance for any six-month period since 2009. Furthermore the Bloomberg Dollar Spot Index has posted its 6th consecutive monthly decline matching its longest losing streak in X years. The US Dollar is down -XXXX% against the Swiss franc -XXXX% against the Euro -XXXX% against the Japanese Yen and -XXX% against the Pound. This comes as investors"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1940142616152027356) 2025-07-01 20:17:00 UTC 945.1K followers, 260.4K engagements "BREAKING: The delinquency rate on Commercial Mortgage-Backed Securities (CMBS) for offices jumped XX basis points in June to a record 11.1%. This has now officially surpassed the post-2008 high of XXXX% and the December 2024 peak of 11.0%. Since the start of 2023 the delinquency rate on CMBS for offices has skyrocketed by XXX percentage points. Last month $XXX billion in CMBS office loans fell into delinquency while $X billion in previously delinquent loans were resolved. Meanwhile the overall US CMBS delinquency rate rose X basis points to XXXX% the highest in at least X years. The office"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1940454925596528859) 2025-07-02 16:58:00 UTC 945.1K followers, 301.8K engagements "BREAKING: President Trump issues a statement on the Israel-Iran situation: No this video is not AI"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1937479936417100233) 2025-06-24 11:56:28 UTC 945.1K followers, 991.2K engagements "Public companies are buying Bitcoin at a rapid pace: Public companies purchased 131355 Bitcoins in Q2 2025 growing holdings by +18% according to Bitcoin Treasuries data. Furthermore ETFs acquired 111411 BTC posting an +8% rise during the same period. This marks the 3rd consecutive quarter in which companies have bought more Bitcoin than ETFs. Year-to-date public companies have purchased 237664 Bitcoins double the 117295 acquired by ETFs. Now public companies hold 855000 Bitcoins or X% of the total supply. Corporate demand for Bitcoin is incredibly strong"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1941932239362609234) 2025-07-06 18:48:19 UTC 945.1K followers, 199.1K engagements "BREAKING: President Trump polled Republican lawmakers about firing Fed Chair Powell and received a positive response about it"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1945512060281880743) 2025-07-16 15:53:15 UTC 945.1K followers, 105K engagements "Bitcoin knows exactly whats coming next for interest rates deficit spending and the US economy. The market is never wrong"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943038713312776530) 2025-07-09 20:05:03 UTC 944.7K followers, 52.3K engagements "Pay attention to what has happened to Bitcoin and the US Dollar since the spending bill discussions began. Markets know exactly what's coming next: $XX trillion in US Debt"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943422925454881161) 2025-07-10 21:31:47 UTC 945.1K followers, 49K engagements "Government bond liquidity has never been worse: The Bloomberg Government Bond Liquidity Index hit a record XXX points on Monday. A higher reading in this index means LESS liquidity for global bond markets. The index has DOUBLED over the last several months as government spending surged in the US and Japan. This means liquidity is now worse than during the 2008 Financial Crisis. As a result long-term government bonds are selling off with Japans 30Y bond yield hitting XXXX% the second-highest level since its debut in 1999. At the same time the 30Y Treasury yield is approaching XXXX% for the"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944879327201378733) 2025-07-14 21:59:00 UTC 945.1K followers, 409.6K engagements "BREAKING: Copper prices surge as much as +20% after President Trump imposes a XX% tariff on copper imports"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1942649204092068079) 2025-07-08 18:17:17 UTC 945.1K followers, 282K engagements "@DOGE @elonmusk US deficit spending is clearly driving bond markets and has become a major macroeconomic headwind. Shifts in the economy are opportunity for investors. Want to see how we are trading it Subscribe below to access our premium analysis:"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943318027337965637) 2025-07-10 14:34:57 UTC 945.1K followers, 50.6K engagements "This was without a doubt President Trumps test to see how the market would react to firing Fed Chair Powell. After an instantly negative market reaction Trump now says in live comments: We are not planning on doing anything"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1945514940183216192) 2025-07-16 16:04:42 UTC 945.1K followers, 323.7K engagements "BREAKING: President Trump says he has reached a trade deal with Indonesia"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1945120563929727439) 2025-07-15 13:57:35 UTC 945.1K followers, 189.7K engagements "BREAKING: President Trump says "I am not thinking about extending the July 9th deadline." He also says "I doubt we'll have a deal with Japan.""  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1940125612808511556) 2025-07-01 19:09:26 UTC 944.7K followers, 294.7K engagements "The US Dollar remains the most dominant global currency: The US Dollar's share of global payments is now at XX% the highest in XX years according to SWIFT data. This percentage is TWICE as large as the Euro and XX times higher than the Chinese Yuan. The US Dollar is also involved in XX% of all foreign exchange (FX) transactions globally making it the most liquid and accessible currency in the world. Furthermore USD now accounts for XX% of all FX reserves nearly TRIPLE the Euro and gold. The US Dollar's also accounts for XX% of cross-border lending far above the Euros 30%. The Dollar's"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944832267106287850) 2025-07-14 18:52:00 UTC 945.1K followers, 189.2K engagements "However now the US is free to borrow to a record $XXXX trillion in debt. To put this into perspective at the start of 2020 the US had $XXXX trillion in debt. When the new limit is hit this will mark a $XXXX TRILLION increase since 2020. That's a +77% jump in US debt"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943317838539952285) 2025-07-10 14:34:12 UTC 944.7K followers, 9742 engagements "This week volatility in equities commodities and bonds will return. Volatility in 2025 remains an exceptional opportunity for traders. Want to see how we are trading it Subscribe to access our premium analysis and alerts at the link below:"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1936787378867245109) 2025-06-22 14:04:29 UTC 944.9K followers, 149.7K engagements "Over the next XX years the US is projected to pay $13.8T in interest. That is: X. $40500/person X. 2x levels spent from 2005 to 2024 X. 4x Social Securitys cash deficit in next 10Y X. 5x the cost of XXX US weather and climate disasters since 1980 So what's the solution"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943317856101241229) 2025-07-10 14:34:16 UTC 944.7K followers, 14.8K engagements "BREAKING: Canada has delayed their retaliatory tariff plans on US steel and aluminum per Politico"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943773591222251876) 2025-07-11 20:45:12 UTC 945.1K followers, 261.6K engagements "US credit card delinquencies are surging: The share of credit card balances at large banks 30+ days past due reached XXXX% in Q1 2025 the third-highest in at least XX years. The share of balances 60+ and 90+ days past due hit XXXX% and XXXX% near record highs according to the Philadelphia Fed. Concerningly the net charge-off rate rose to XXXX% the highest since at least 2012. The share of credit card losses relative to total outstanding credit card loans at large banks has TRIPLED since Q3 2021. Meanwhile the average credit card rate just hit XXXXX% the highest on record. Americans are"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944097987463934259) 2025-07-12 18:14:14 UTC 945.1K followers, 160.2K engagements "Furthermore when we say Bitcoin has entered "crisis mode" this isn't necessarily a bearish call for other assets. In fact risky assets will continue to run higher as the short-term effects of more deficit spending are "bullish." The long-term effects certainly are not"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944618373004107823) 2025-07-14 04:42:04 UTC 945.1K followers, 55.1K engagements "To put this into perspective take a look at the chart below. Not even 2008 or 2020 saw a single rate cut of over XXX basis points. In March 2020 we saw an emergency cut of XXX bps or ONE THIRD of what Trump is calling for now. XXX bps is the largest single cut in history"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1942967126664548505) 2025-07-09 15:20:36 UTC 945.1K followers, 69.1K engagements "What about housing Mortgage rates would fall from X% to X% into a market that has already seen prices rise +50% since 2020. We believe home prices would rise another 25%+. While mortgage rates would drop the surge in prices would undo any affordability improvements"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1942967132070768651) 2025-07-09 15:20:37 UTC 945.1K followers, 62.8K engagements "The loss of confidence accelerated after this data: The Bank of Japan's unrealized losses from government bonds hit a record $XXX billion in Fiscal Year 2024. Paper losses have tripled from the previous years $XX billion. Unrealized losses are rising at a record pace"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944932181186355239) 2025-07-15 01:29:01 UTC 945.1K followers, 14.8K engagements "Bitcoin has reached a point where it is quite literally making new all time highs multiple times a day. Since the US House passed President Trump's "Big Beautiful Bill" on July 3rd Bitcoin is up +$15000. If the surge in gold prices didn't alert you Bitcoin should"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944618352577831170) 2025-07-14 04:41:59 UTC 945.1K followers, 85.5K engagements "Japanese government bond yields are surging: Japan's 30Y Government Bond Yield has jumped XX basis points over the last X days to XXXX% near a record high. At the same time 40Y Japanese Government Bond Yield rose XX basis points to XXXX% also close to an all-time high. This comes as investors grow increasingly concerned about Japans fiscal outlook and the possibility of more debt issuance in response to an economic downturn triggered by tariffs. Now long-term Japanese bond yields have doubled in just XX months. Meanwhile the US 30-year Treasury yield is up for the 4th straight day up XX basis"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1942588520205332693) 2025-07-08 14:16:09 UTC 945.1K followers, 132.6K engagements "Truly incredible: Markets now see a BASE CASE of an additional $XX TRILLION being added to US debt by 2028. This would put total US debt at $XX trillion officially up +100% since 2020. On our current fiscal path US bankruptcy is simply a matter of time. Something must change"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1942641792572133423) 2025-07-08 17:47:50 UTC 945.1K followers, 345.8K engagements "This keeps getting worse: Hayden Davis an insider behind the memecoin endorsed by Javier Milei $LIBRA said they made "more or less $XXX MILLION." Some insiders were reimbursed $5+ million while retail saw -$4.4 BILLION of market cap erased. What is happening here (a thread)"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1891501844385391036) 2025-02-17 14:55:56 UTC 945.1K followers, 1.4M engagements "President Trump is now officially calling to Make Iran Great Again. Trump is suggesting that a regime change is needed to do so. Its going to be an interesting week"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1936892798906581069) 2025-06-22 21:03:23 UTC 945.1K followers, 206.7K engagements "BREAKING: HP stock $HPQ falls over -XX% after missing earnings and guidance expectations claiming it was due to added cost from tariffs"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1927824622931603819) 2025-05-28 20:29:42 UTC 944.8K followers, 375.7K engagements "BREAKING: S&P XXX futures fall nearly -XXX points as the selloff from todays session continues"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1910494552223269222) 2025-04-11 00:46:11 UTC 945K followers, 205.8K engagements "Let's assume the XXX bps of rate cuts are applied to XX% of US debt held by the public per year. 5-year cumulative savings on interest expense could near $XXX trillion. But what about the costs A XXX bps rate cut would send shockwaves through the economy"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1942967124219121825) 2025-07-09 15:20:35 UTC 945.1K followers, 73.7K engagements "BREAKING: Bitcoin ETF $IBIT has reached a record $XX BILLION in assets under management. Total assets have TRIPLED over the last XXX trading days per ZeroHedge. By comparison it took the largest gold ETF $GLD over XX years to reach the same milestone. $IBIT's Bitcoin holdings now also exceed 700000 for the first time in history. This is 100000 more than the total holdings of MicroStrategy $MSTR. Crypto markets aremakinghistory"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943392278430503102) 2025-07-10 19:30:00 UTC 945.1K followers, 233.3K engagements "Take a look at the date on this article when @ElonMusk said he was stepping away from DOGE. This aligns PERFECTLY with the sudden rally in Bitcoin which began on April XX and continues today. Elon stepping away from DOGE was the first sign of how bad this crisis truly is"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943432290291605922) 2025-07-10 22:08:59 UTC 945.1K followers, 52.4K engagements "BREAKING: Global central banks' net gold purchases reached XX tonnes in May the highest in X months. This marks the 24th consecutive net monthly purchase. Over the last year central banks have bought an average of XX tonnes of gold per month. Kazakhstan led the buying followed by Turkey Poland and Singapore. Furthermore XX% of central banks expect their gold reserves to increase over the next XX months according to a World Gold Council survey of XX central banks. Gold demand among central banks remains exceptionallystrong"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1942624972775776638) 2025-07-08 16:41:00 UTC 945.1K followers, 131.9K engagements "US technology jobs are declining: Information Technology jobs in San Francisco and Northern Silicon Valley fell to 107700 in April the lowest since June 2020. Since August 2022 the industry has lost 25400 jobs or -19%. By comparison after the 2000 Dot-Com Bubble the tech industry lost XX% of its jobs in XX months and did not start to recover until 2011. Furthermore the Professional Scientific and Technical Services industries' jobs fell to 207800 in April the lowest since June 2020. Since June 2022 these industries have recorded 21600 job losses or -X% of the total. This brings the total job"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1936059353687015680) 2025-06-20 13:51:34 UTC 945.1K followers, 333.1K engagements "BREAKING: President Trump says any company aligning with "Anti-American policies of BRICS" will be charged and additional XX% tariff. Trump adds "there will be no exceptions to this policy.""  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1942049459753402578) 2025-07-07 02:34:07 UTC 944.4K followers, 321.9K engagements "China is diversifying its currency reserves out of the US Dollar: The share of US Treasury Holdings in total Chinese FX reserves has declined by XX percentage points since 2016 to XX% near the lowest in at least XX years. Over the same period gold's share has risen X percentage points to a record 6.8%. This trend accelerated in 2022 and since then gold's share of Chinese reserves has doubled. Over this time China has acquired XXX tonnes of gold. Gold is more desired than ever"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1938277830141288618) 2025-06-26 16:47:00 UTC 945.1K followers, 397.5K engagements "Yields are moving to new highs of the day despite this statement. The market is not buying the headlines yet"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943752594830008701) 2025-07-11 19:21:46 UTC 945.1K followers, 83.3K engagements "BREAKING: Bitcoin surges above $116000 for the first time in history. Once again Bitcoin knows whats coming next for the US Dollar deficit spending and the US economy"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943420869109313847) 2025-07-10 21:23:36 UTC 945.1K followers, 288K engagements "BREAKING: US Long-Term Treasury and Corporate Bond Funds have posted $XX billion in net outflows so far in Q2 2025 the most since the 2020 pandemic. This marks the 4th-largest quarterly outflow over the last XX years. By comparison long-dated US bond funds saw an average inflow of $XX billion in the previous XX quarters. These bond funds are commonly used by institutional investors and are used as a proxy for investor sentiment. Recent outflows continue to reflect growing concerns over deficit spending. The US debt crisis is real"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1939748015771627606) 2025-06-30 18:09:00 UTC 945.1K followers, 107.1K engagements "Retail is going all-in on this market: Individual investors bought $XXXXX BILLION of single stocks and ETFs in the first half of 2025 the largest semi-annual net inflows on record according to Vanda Research. This exceeds the previous high of $XXXXX billion hit in the first half of 2021 at the peak of the meme stock frenzy. As a result average daily inflows reached $XXX BILLION up XXXX% YoY. Nvidia $NVDA Tesla $TSLA and Palantir $PLTR were the most actively traded stocks during this time. The average retail portfolio gained +6.2% over this period. Meanwhile total retail trading volume hit a"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944454501886198099) 2025-07-13 17:50:54 UTC 945.1K followers, 179.3K engagements "The global silver shortage: The price gap between New York silver futures and London spot prices widened to $XXXX per ounce. The last time silver experienced such a disconnect was in March when fears of US tariffs on silver pushed prices higher. At the same time lease rates the short-term borrowing cost of silver jumped to XXX% far above the usual near-zero level signaling a tightening market. According to TD Securities silver supplies are dangerously low and the amount of freely available silver in London is at its lowest level on record. As a result silver prices have surged +5% over the"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1945162694086287374) 2025-07-15 16:45:00 UTC 945.1K followers, 158.6K engagements "Simultaneously Japan's Debt-to-GDP ratio recently exceeded XXX% for the first time in history. Their Debt-to-GDP ratio is roughly DOUBLE the United States. Ironically the US is currently on a far more unsustainable fiscal path. It's just early still"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944932183313146005) 2025-07-15 01:29:02 UTC 945.1K followers, 30K engagements "BREAKING: Bitcoin surges above $121000 for the first time in history. Bitcoin knows just how bad the US deficit spending crisis truly is. Keep watching Bitcoin"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944604242989228476) 2025-07-14 03:45:55 UTC 945.1K followers, 394.3K engagements "BREAKING: S&P XXX futures surge to a new record high now less than XX points way from crossing above 6300 for the first time in history"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944938771020918888) 2025-07-15 01:55:12 UTC 945.1K followers, 177.9K engagements "The icing on the cake As @ElonMusk forms the new "America Party" he has commented on Bitcoin. Elon Musk was asked if the "America Party" embrace Bitcoin. Musk responds "Fiat is hopeless so yes." He knows we are on an unsustainable fiscal path"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943432316421882169) 2025-07-10 22:09:06 UTC 945.1K followers, 75.4K engagements "BREAKING: President Trump sends out more tariff letters with the following tariff rates now announced: X. Brazil: XX% X. Myanmar: XX% X. Laos: XX% X. Cambodia: XX% X. Thailand: XX% X. Bangladesh: XX% X. Canada: XX% X. Serbia: XX% X. Indonesia: XX% XX. European Union: XX% XX. South Africa: XX% XX. Sri Lanka: XX% XX. Mexico: XX% XX. Bosnia: XX% XX. Algeria: XX% XX. Libya: XX% XX. Iraq: XX% XX. South Korea: XX% XX. Kazakhstan: XX% XX. Malaysia: XX% XX. Moldova: XX% XX. Tunisia: XX% XX. Brunei: XX% XX. Japan: XX% XX. Philippines: XX% These tariffs are set to go live on August 1st. President Trump"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944025541700432027) 2025-07-12 13:26:22 UTC 945.1K followers, 408.2K engagements "The market has barely reacted to any of these announced tariffs. On Monday we will see the market's reaction to the EU/Mexico tariffs announced today. For now the market believes these tariffs will not stick. Follow us @KobeissiLetter for real time analysis as this develops"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944026411943038981) 2025-07-12 13:29:49 UTC 945.1K followers, 67K engagements "Truly incredible: The S&P XXX in Bitcoin terms is now DOWN -XX% year-to-date. Since 2012 the S&P XXX in Bitcoin terms is down -99.98%. We are all witnessing history"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943635380835942717) 2025-07-11 11:36:00 UTC 945.1K followers, 706.7K engagements "BREAKING: June CPI inflation rises to XXX% above expectations of 2.6%. Core CPI inflation rises to XXX% below expectations of 3.0%. CPI inflation in the US is now up for 2-straight months for the first time since January 2025. The Fed pause will continue"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1945098804081877211) 2025-07-15 12:31:07 UTC 945.1K followers, 340.3K engagements "The market knew today's announcement was coming: Over the last X days the odds of Fed Chair Powell "out as Fed Chair" in 2025 rose from XX% to XX% per Kalshi. This came with no news at all. Today the White House said that President Trump is "likely" going to fire Fed Chair Powell. The odds of Powell "out as Fed Chair" surged to a new high of XX% after the announcement. Keep watching the market"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1945510481671725337) 2025-07-16 15:46:59 UTC 945.1K followers, 76.9K engagements "The US debt crisis is worse than ever before: In May the US Treasury posted a $XXX billion deficit the third largest ever recorded. Over the last XX months alone the budget gap has hit X% of GDP. This is even higher than during the 2001 or the 1980s recessions. Now there is a XX% chance of the debt ceiling being hiked again per @Kalshi. $XX trillion in US debt is on the horizon"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1938308623597461703) 2025-06-26 18:49:22 UTC 944.8K followers, 239.1K engagements "BREAKING: The US Treasury posted a $XXX billion budget deficit in May the third-largest on record. This comes as total government outlays rose X% from YoY to $XXX billion per ZeroHedge. And while tariff revenue surged XXX% YoY to a record $XX billion it barely made a dent in the deficit. In the first X months of Fiscal Year 2025 the budget gap now stands at $XXXX trillion the third-largest in history. The 12-month federal deficit now stands at $XXX trillion or XXX% of GDP up from XXX% a year ago. The deficit spending crisis is worsening"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1937841990328045896) 2025-06-25 11:55:08 UTC 943.6K followers, 502.9K engagements "This was followed by the public feud between Elon Musk and Trump. As the market began pricing-in the passing of President Trump's "Big Beautiful Bill" Bitcoin surged. This bill is projected to add up to $XXX TRILLION to US Debt if made permeant. Bitcoin knows this"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943432294385225867) 2025-07-10 22:09:00 UTC 945.1K followers, 49.3K engagements "US Regional Bank Stocks YTD: X. NY Community Bank $NYCB: -XX% X. Valley National Bank $VLY: -XX% X. Metropolitan Bank $MCB: -XX% X. HarborOne $HONE: -XX% X. Zions Bank $ZION: -XX% X. Western Alliance $WAL: -XX% X. Comerica Bank $CMA: -XX% X. Citizens Financial $CFG: -X% X. US Bank $USB: -X% This comes after New York Community bank which acquired the collapsed Signature Bank cut their dividend by 70%. They also posted a quarterly LOSS of $XXX million while a $XXX million GAIN was expected. Then NYCB announced a "material weakness in internal controls." Did regional banks ever really recover"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1763947855851454919) 2024-03-02 15:21:56 UTC 944.8K followers, 385.7K engagements "Investors are piling into leveraged funds: Assets under management in US leveraged ETFs have hit a record $XXX BILLION. This has surpassed the previous high of $XXX billion set in February 2025. Total leveraged ETF AUM has DOUBLED over the last X years along with risk appetite. The rapid growth in leveraged trading began in 2020 following the largest stimulus programs in US history and continues today. Meanwhile over XX leveraged ETFs have launched so far this year. Risk appetite is atrecordlevels"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943372397840568550) 2025-07-10 18:11:00 UTC 945.1K followers, 85.8K engagements "@piliponful It's not about Trump. It's about the President calling for the first XXX basis point rate cut in US history. You can't make this up"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1942949347496247567) 2025-07-09 14:09:57 UTC 944.2K followers, 6340 engagements "BREAKING: President Trump says the Epstein files are a made-up Democratic fabrication. This weekend President Trump asked Americans to not waste time and energy on Epstein"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1945180782315622508) 2025-07-15 17:56:52 UTC 945.1K followers, 209.9K engagements "BREAKING: President Trump was just asked about deporting Elon Musk: Trump says he has to "take a look" and Elon Musk "could lose a lot more" than the EV mandate"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1940018777531257254) 2025-07-01 12:04:55 UTC 945.1K followers, 698.9K engagements "Retail investors are increasingly driving the market: Retail's share of total single-stock trading volume has reached XX% the highest since at least 2018. This even surpasses the XX% recorded during the meme stock frenzy of 2020-2021. By comparison the average over the last few years has hovered around 10%. Individual investors top holdings are Nvidia $NVDA Apple $AAPL and Tesla $TSLA at $XXX billion $XXX billion and $XXX billion respectively. In other words retail investors own over $X trillion in just X stocks. Do not underestimate the power of retail"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1945484566929551868) 2025-07-16 14:04:00 UTC 945.1K followers, 70.8K engagements "And the Fed has shifted hawkish with a "wait and see" approach. Today's Fed Minutes showed that multiple policymakers see zero interest rate cuts in 2025. This should also strengthen the US Dollar as higher for longer policy returns. But the exact opposite is happening"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943432310864646293) 2025-07-10 22:09:04 UTC 943.7K followers, 28.8K engagements "To make things worse the Bank of Japan owns XX% of all domestic government bonds. By comparison life insurers banks and pension funds hold XXXX% XXX% and XXX% respectively. The bonds crashing on fears of government collapse are mainly held by the government itself"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944932186026861051) 2025-07-15 01:29:02 UTC 945.1K followers, 12.4K engagements "@maddyb65 XXX bps rate cut is now settling. There has only ever been one XXX basis point cut in US history"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943000097463091288) 2025-07-09 17:31:37 UTC 944.7K followers, 14.3K engagements "Global economic growth is set to deteriorate: The World Bank lowered its global GDP outlook for 2025 by XXX percentage points to XXX% the lowest in X years. That would be the weakest growth in XX years outside of 2008 and 2020. Furthermore the US economy is expected to expand XXX% this year down from the XXX% projected earlier. Global growth in the first X years of this decade is on course to average XXX% the slowest for any decade since the 1960s. In total the World Bank downgraded forecasts for XX% of all economies. Global economic outlook is worsening"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1941566223847915802) 2025-07-05 18:33:54 UTC 945.1K followers, 157.6K engagements "Is China dodging US tariffs China's exports to the US fell -XX% YoY in May representing a $XX billion decline in trade value. However the countrys total exports jumped +4.8% during the same period per official Chinese data. This comes as shipments to the Association of Southeast Asian Nations trade bloc and the EU surged +15% and +12% respectively. Furthermore $XXX billion of Chinas exports were rerouted via Vietnam in May a +30% YoY increase. Trade routed through Indonesia also saw a notable jump of +25% YoY. Meanwhile the US reached a trade deal with Vietnam last week that places a 40%"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1942313242455429551) 2025-07-07 20:02:18 UTC 945.1K followers, 244.2K engagements "There it is: The 10Y Note Yield is officially back ABOVE XXXX% and less than XX basis points away from the April 10th high. Despite tariff delays trade deals tariff letters and record highs in stocks yields just keep on rising. Want lower rates Stop ignoring the deficit spending crisis"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943681062606901386) 2025-07-11 14:37:31 UTC 945.1K followers, 224.5K engagements "Hundreds of U.S. stocks are currently down -XX% or more from their all time highs. If you could only pick X stock to buy right now what would it be"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1909625262699872423) 2025-04-08 15:11:56 UTC 944.8K followers, 516.3K engagements "The number of people voluntarily leaving their jobs dropped by 151000 in May to 704000 the lowest since November 2020. This marks the second-largest monthly decline since 2020. As a result job leavers as a % of total employment fell X percentage points to XXX% the lowest since May 2021. Over the last X months this percentage is down X points. In the past such a rapid decline has rarely occurred outside of recessions. In other words Americans are growing more cautious about changing jobs as hiring slows amid economic uncertainty. The job market isdeteriorating"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1940395879506100445) 2025-07-02 13:03:23 UTC 943.8K followers, 162.3K engagements "BREAKING: US Treasury Secretary Bessent says Trump will be imposing April 2nd level tariffs on countries who do not reach trade deals with the US beginning August 1st. In other words President Trump has once again extended the tariff pause from July 9th to August 1st"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1941853148760461665) 2025-07-06 13:34:03 UTC 945.1K followers, 1.2M engagements "BREAKING: Gold prices have officially crossed above $3000/oz for the first time in history"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1900300173357506784) 2025-03-13 21:37:21 UTC 944.8K followers, 808.7K engagements "Shifts in the economy are opportunity for investors. As markets price-in the ongoing deficit spending crisis capital is rotating and major moves in asset prices. Want to see how we are trading it Subscribe below to access our premium analysis:"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944618412392747091) 2025-07-14 04:42:13 UTC 945.1K followers, 103.1K engagements "Just how broken is Japan's bond market Japan has a policy rate of XXXX% and a Debt-to-GDP of 250%+. Germany has a policy rate of XXXX% (4.5x higher) and a Debt-to-GDP of XX% (1/4). However 30Y Government Bonds in Germany and Japan both yield 3.1%. This does not add up"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944932195652555059) 2025-07-15 01:29:05 UTC 945.1K followers, 10.1K engagements "BREAKING: The S&P XXX officially rises above 6300 for the first time in history. This officially puts the index up +30% from its April 2025 low marking one of the best 3-month runs in history"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1945114327565893707) 2025-07-15 13:32:48 UTC 945.1K followers, 224.4K engagements "In our discussions with institutional investors we have noticed a recurring theme. Family offices hedge funds and institutional capital more broadly speaking can no longer ignore Bitcoin. Even the "conservative" funds are looking to allocate X% of AUM to BTC"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944618370067783895) 2025-07-14 04:42:03 UTC 945.1K followers, 58.8K engagements "BREAKING: President Trump comments on Fed Chair Powell after the White House says he is likely to fire Powell: We are not planning on doing anything"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1945513885777240320) 2025-07-16 16:00:30 UTC 945.1K followers, 105.6K engagements "The free fall continues: Today's drop in US stock market futures puts S&P XXX futures down -XX% and in bear market territory. The US stock market has now erased an average of $XXX billion PER TRADING DAY for 32-straight days. Is it time to BUY stocks yet (a thread)"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1909031822677115320) 2025-04-06 23:53:49 UTC 944.8K followers, 2.6M engagements "The White House is now posting bull market memes:"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943402093307662555) 2025-07-10 20:09:00 UTC 945.1K followers, 200.7K engagements "BREAKING: Bitcoin surges above $118000 for the first time in history. Bitcoin is now officially up +60% from its April 2025 low"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943604184193917437) 2025-07-11 09:32:02 UTC 945.1K followers, 297.6K engagements "Our view on the XX% tariffs just announced on the EU and Mexico: The market will be little fazed by this announcement on Monday. In fact the market may end up closing green. Why do we say this It's clear that this is entirely a negotiating tactic by President Trump with a small chance that these tariffs even stick. Adding to this view an EU spokesperson just said that the US informed the EU in ADVANCE before this letter was sent. Furthermore markets had already been anticipating these tariffs heading into the weekend. The fact that these tariffs are likely to be utilized as a "bargaining"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944037834563674476) 2025-07-12 14:15:12 UTC 945.1K followers, 402.7K engagements "The reality is that the market knows what's next. The market has known for a long time as both gold and Bitcoin have surged over +100% since 2021. There is no end in sight for the US deficit spending crisis. Follow us @KobeissiLetter for real time analysis as this develops"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943432318921637928) 2025-07-10 22:09:06 UTC 945.1K followers, 72.8K engagements "Here we go again: The 30Y Note Yield just crossed back above XXXX% for the first time in a month. The 10Y Note Yield is nearing XXXX% and less than XX bps below levels seen when Trump paused tariffs for XX days in April. CPI inflation is back on the rise and Fed rate cuts are being priced-out. All while the US is flooding the bond market with supply to fund deficit spending. You can only ignore the bond market for so long"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1945136507859120142) 2025-07-15 15:00:57 UTC 945.1K followers, 234.3K engagements "BREAKING: The 10Y Note Yield surges to XXXX% after the June jobs report crushes expectations. While the unemployment rate was expected to rise to XXX% it FELL to 4.1%. The bond market thinks Powell has even more of a reason to not cut rates here"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1940750871845019961) 2025-07-03 12:33:59 UTC 945.1K followers, 485.7K engagements "MAJOR news from Iran: Iran's parliament officially approves CLOSING the Strait of Hormuz for the first time since 1972. If approved by Iran's top security body shipments of 20+ MILLION barrels of oil PER DAY will be impacted. What's next Let us explain. (a thread)"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1936787351620985340) 2025-06-22 14:04:23 UTC 945.1K followers, 6.6M engagements "BREAKING: President Trump says Congress should investigate Fed Chair Powell"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1942626366211703025) 2025-07-08 16:46:32 UTC 945.1K followers, 172K engagements "Used car prices are rising: Wholesale used vehicle prices rose +1.6% MoM in June hitting their highest level since Q2 2023. This also marks a +6.3% year-over-year surge driven by EVs and luxury price gains of +12.1% and +8.8% respectively. SUV prices followed with a +6.0% increase while non-EVs rose +5.6%. Prices for midsize cars and pickups climbed +2.8%. Since the June 2024 bottom used car values have rebounded steadily particularly as tariffs took effect. Inflationary in the auto market is back"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944863221065936992) 2025-07-14 20:55:00 UTC 945.1K followers, 106.1K engagements "BREAKING: xAI announces "Grok for Government" which will offer a suite of AI products for US Government customers. This includes a new contract from the US Department of Defense"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944779049382846966) 2025-07-14 15:20:32 UTC 945.1K followers, 233.8K engagements "Chinese state media reports that the call held between President Trump and Xi was at Trumps request"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1930609303871697286) 2025-06-05 12:55:01 UTC 944.6K followers, 255.2K engagements "BREAKING: XXX US large companies went bankrupt in the first X months of 2025 the most in XX years. This is up from the XXX recorded last year and more than DOUBLE the number during the same period in 2022. In June alone XX companies filed for bankruptcy continuing a rapid monthly pace after XX filings in May. Industrials and consumer discretionary have led with XX and XX bankruptcies respectively followed by XX in healthcare. Bankruptcies are running atcrisislevels"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943726229070524448) 2025-07-11 17:37:00 UTC 945.1K followers, 195.7K engagements "It's interesting that Trump waited until markets were closed to announce these tariffs. Europe has vowed to respond to tariffs since the beginning of the trade war. Next week will be a very busy week. Follow us @KobeissiLetter for real time analysis as this develops"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944026123949551884) 2025-07-12 13:28:40 UTC 945.1K followers, 62.1K engagements "This is unusual: The S&P XXX was up as much as +90 points during today's session. Between 3:50 PM ET and 4:00 PM ET the S&P XXX fell -XX points without ANY major news. X minutes later Amazon $AMZN fell over -X% after reporting weaker than expected Q2 operating income guidance. Did someone know"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1918035951546142950) 2025-05-01 20:13:00 UTC 944.8K followers, 410.1K engagements "Global fund managers are rushing into equities at a record pace: Fund managers' cash allocation has dropped to XXX% the second-lowest in XX years according to a BofA survey of XXX participants with $XXX billion in assets. This marks the third consecutive monthly decline since the XXX% recorded in April. Meanwhile the risk level in investor portfolios reached its highest level on record dating back to 2001. This comes as fund managers allocation to technology stocks saw its largest 3-month increase since 2009. Bullish investor sentiment has rarelybeenstronger"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1945200694744768522) 2025-07-15 19:16:00 UTC 945.1K followers, 129.7K engagements "China is dealing with severe deflation: Chinas producer prices (PPI) dropped -XXX% YoY in June the sharpest decline since July 2023. This also marks the 33rd consecutive month of factory-gate deflation one of the longest streaks on record. Meanwhile the consumer price index (CPI) increased +0.1% YoY ending a four-month decline. However excluding precious metals CPI remained in deflation. Weak domestic demand overcapacity and price wars continue to weigh on prices. China's deflationary spiral isintensifying"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944138193580044541) 2025-07-12 20:54:00 UTC 945.1K followers, 403.3K engagements "President Trump claims he has brought down costs more than any president in recorded history"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1942774615568441648) 2025-07-09 02:35:38 UTC 945.1K followers, 150.2K engagements "Key Events This Week: X. Markets React to EU/Mexico Tariffs - Monday X. June CPI Inflation data - Tuesday X. June PPI Inflation data - Wednesday X. June Retail Sales data - Thursday X. July MI Consumer Sentiment data - Friday X. Total of XX Fed speaker events this week Buckle up for another big week ahead"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944417176351371629) 2025-07-13 15:22:35 UTC 945.1K followers, 200.7K engagements "US small businesses are limiting their investments: The index of CapEx made by small firms over the last X months fell to XX points in June the lowest since the 2020 Pandemic. This marks the sharpest monthly decline since April 2020 according to NFIB. CapEx levels now match those seen during the 2008 Financial Crisis. Furthermore CapEx plans declined to XX points one of the lowest readings in X years. Hiring plans ticked up slightly to XX points but remain near their lowest since May 2020. Economic uncertainty is weighing heavily on smallbusinesses"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943020077126684763) 2025-07-09 18:51:00 UTC 945.1K followers, 82K engagements "BREAKING: The Dow officially turns positive erasing a -XXX point drop after President Trump announces XX% tariffs on Mexico and the EU"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944755973949722768) 2025-07-14 13:48:50 UTC 945.1K followers, 190.6K engagements "Amid the recent pullback in US Treasury Yields we posted these alerts for our premium members. We shorted $TLT and called for the 10Y Yield to hit 4.50%. We are nearly there and $TLT is down -X% from its recent high. Subscribe to access our alerts:"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944932190988415362) 2025-07-15 01:29:04 UTC 945.1K followers, 11.1K engagements "After hitting the debt limit of $XXXX trillion in January 2025 the Treasury began extraordinary measures to conserve cash. Then last week President Trump's "Big Beautiful Bill" was signed into law. This raised the debt ceiling from $XXXX trillion to $XXXX trillion"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943317834584429020) 2025-07-10 14:34:11 UTC 944.7K followers, 11.9K engagements "Investors are chasing unprofitable firms and meme stocks: XX of the XX Russell 3000 stocks that have TRIPLED since the April 8th market low are unprofitable companies according to Bespoke Investment Group. As of late June XXX money-losing stocks included in the index had rallied +36% on average surpassing returns of profitable companies. Avis Budget Group $CAR the car rental company that first gained meme stock status in 2021 has seen its shares rally +161%. Carvana $CVNA has seen its shares rise +108% over the same period. Meme stocks seem to be back"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1942573559626203347) 2025-07-08 13:16:42 UTC 945.1K followers, 122.7K engagements "Does it get any more obvious than this Take a look at the YTD performance of Bitcoin and the US Dollar Index $DXY. There were two distinct points of divergence: April 9th after the 90-day tariff pause and July 1st as the "Big Beautiful Bill" was passed. It's beyond clear"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944618355148611940) 2025-07-14 04:41:59 UTC 945.1K followers, 84.2K engagements "Bitcoin and Gold knew this was coming months ago"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1945099970383581205) 2025-07-15 12:35:45 UTC 945.1K followers, 55K engagements "This is incredible: The difference between Microsoft's 30Y bond yield $MSFT and the US 30Y Treasury yield is just XX basis points the lowest on record. The extra yield that investors demand to own Microsofts 30Y bond over 30Y US Treasuries is now down -XXX bps since 2020. This comes as the 30-year Treasury yield has risen by XXX bps over the last X years. Microsoft is now on track to have a lower credit risk than the US by as soon as next year. Meanwhile the 10-year annualized return in 15Y+ Treasuries dropped to -XXX% the lowest in history. Deficit spending is crushing the US bond market"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1927757004099219838) 2025-05-28 16:01:00 UTC 944.6K followers, 127.9K engagements "BREAKING: The median US condo sale price declined -XXX% YoY in May to $354100 marking the second-largest decrease since at least 2012. The only time condo prices dropped by a larger amount was in April 2023 by -2.9%. Meanwhile condo sales plunged -XXXX% YoY the most since June 2024 and more than X TIMES the decline in sales of single-family homes which fell by -3.7%. Overall combined sales of condos and single-family homes fell to their lowest level for any May since 2020. This comes as there are XX% more condo sellers than buyers in the market according to Redfin. We are seeing some early"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944496465851641969) 2025-07-13 20:37:39 UTC 945.1K followers, 165.2K engagements "The tariff letters continue: President Trump imposes a XX% tariff on Tunisia beginning August 1st"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1942320849798758820) 2025-07-07 20:32:31 UTC 945.1K followers, 138.6K engagements "BREAKING: US financial conditions are now the easiest since September 2024. By comparison financial conditions were slightly restrictive in the 2nd week of April. Recent easing has largely been driven by a weaker US dollar and hopes of rate cuts. Supporting this view the Goldman Sachs Financial Conditions Index adjusted for inflation has fallen to near its lowest level since 2022. US markets are already pricing-in rate cuts"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1942664735037489179) 2025-07-08 19:19:00 UTC 945.1K followers, 110.2K engagements "What is happening in Japan Treasury yields in Japan have silently surged to new RECORD highs with the 30Y Yield hitting XXXX% today. Japan's 30Y government bonds have LOST -XX% of their value since 2019. Is it too late for Japan to rescue its economy (a thread)"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944932174395769178) 2025-07-15 01:29:00 UTC 945.1K followers, 824.4K engagements "BREAKING: An investor group led by @ElonMusk is making a $XXXX billion bid to buy OpenAI per WSJ"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1889052976146157891) 2025-02-10 20:45:01 UTC 945K followers, 716.6K engagements "BREAKING: Nvidia $NVDA says the US government has banned them from selling H20 chips to China "for the indefinite future." Nvidia says this will come with a $XXX billion charge to Q1 earnings. The stock is down over -X% on the news"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1912260155351191619) 2025-04-15 21:42:03 UTC 945K followers, 2M engagements "BREAKING: Oil prices surge toward $70/barrel as loud explosions are heard in Irans capital"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1933314345112637873) 2025-06-13 00:03:53 UTC 945.1K followers, 172.1K engagements "You cant make this up: President Trump just issued a handwritten note to Fed Chair Powell. The note calls Powell too late and shows how US rates should be here pointing at other countries rates. Trump says we should be paying X% interest or better. Are X% rates coming"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1939734574952857722) 2025-06-30 17:15:35 UTC 945.1K followers, 1M engagements "PRESIDENT TRUMP ON "EARTH SHATTERING" ANNOUNCEMENT TO COME: "It is not about trade it's about something else. a positive development for this country." The announcement will take place "sometime within the next few days.""  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1919870114054176890) 2025-05-06 21:41:19 UTC 943.8K followers, 1M engagements "BREAKING: Prediction markets now see a BASE CASE of Bitcoin hitting $141000 by the end of 2025 per @Kalshi. Bitcoin just crossed $115000 for the first time in history and is up over +50% since its April low"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943423708925661270) 2025-07-10 21:34:53 UTC 945.1K followers, 203.9K engagements "As we have already stated the only solution is to cut spending. We cannot raise revenue at the rate that spending is rising. This is what @DOGE and @ElonMusk attempted. However under the new spending bill the US deficit will likely grow by 18x DOGE's current savings"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943317858286543180) 2025-07-10 14:34:17 UTC 944.5K followers, 15.5K engagements "The founder of Bitcoin is now the 12th richest person in the world"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944254346675261932) 2025-07-13 04:35:33 UTC 945.1K followers, 398.5K engagements "President Trump posts a massive paragraph about Elon Musk: Trump says he is "saddened to watch Elon Musk go completely off the rails essentially becoming a train wreck over the past X weeks." Trump adds that "third political parties. have never succeeded in the US.""  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1941988649412767993) 2025-07-06 22:32:29 UTC 945.1K followers, 300.1K engagements "Meanwhile the USD is trading at its lowest since March 2022. The USD fell -XXXX% in the first half of 2025 its worst start to a year since 1973. Not even 1986 amid severe inflation saw the US Dollar fall like it is now. And here's where it gets even more interesting"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943432305244278892) 2025-07-10 22:09:03 UTC 945.1K followers, 36K engagements "BREAKING: Nvidia stock $NVDA surges to a record $170/share in overnight trading after announcing H20 chip sales to China will resume. Nvidia also announces a fully compliant GPU for China. This company just keeps on evolving"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1944941397771006413) 2025-07-15 02:05:39 UTC 945.1K followers, 498.2K engagements "BREAKING: President Trump calls for an unprecedented XXX basis point Fed interest rate cut. By comparison the largest ever individual Fed rate cut was XXX basis points in March 2020"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1945123778238804171) 2025-07-15 14:10:22 UTC 945.1K followers, 272.1K engagements "This is absolutely insane: Since DOGE began discussing mass layoffs the median home price in Washington DC has FALLEN by -$139000. In XX days nearly 4000 homes have been listed for sale in and around Washington DC. What is happening Let us explain. (a thread)"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1890815411907674372) 2025-02-15 17:28:18 UTC 945.1K followers, 9.6M engagements "Heading into the weekend estimates of insurance losses were high but not likely to exceed $10-15 billion. Now estimated losses are up to $XX BILLION for insurers. This is XX% more than the inflation adjusted value of the previous most expensive wildfire in US history"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1878558996514197977) 2025-01-12 21:45:41 UTC 943.6K followers, 62.1K engagements "Furthermore as we have said for 5+ years the US simply cannot survive on its current fiscal path. The debt ceiling was just raised by $X trillion to $XXXX trillion and we are nearing $XX trillion now. We think the $XXXX trillion debt ceiling will be hit in under X years"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943432313637151135) 2025-07-10 22:09:05 UTC 943.7K followers, 29.5K engagements "@DOGE @elonmusk Lastly watch gold prices and central bank gold purchases. China's gold holdings are up from XXX% to XXX% of reserves since 2015 while US Treasury holdings have HALVED from XX% to 22%. The world is watching. Follow us @KobeissiLetter for real time analysis as this develops"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1943318744236736896) 2025-07-10 14:37:48 UTC 945.1K followers, 46.4K engagements
[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 The Kobeissi Letter
The US economy is showing mixed signals, with strong labor market and rising inflation, but also concerns about slowing consumer spending and a growing national debt. President Trump is calling for a XXX basis point interest rate cut, which could have significant effects on asset prices. Meanwhile, Bitcoin and tech stocks, particularly Nvidia, are surging to new highs, with some predicting further gains.
Engagements: XXXXXXXXX #
- X Week XXXXXXXXXX +99%
- X Month XXXXXXXXXXX -XXXX%
- X Months XXXXXXXXXXXXX +336%
- X Year XXXXXXXXXXXXX +94%
Mentions: XXX #
- X Week XXX +12%
- X Month XXX +27%
- X Months XXXXX +99%
- X Year XXXXX +130%
Followers: XXXXXXX #
- X Week XXXXXXX +0.57%
- X Month XXXXXXX +2.30%
- X Months XXXXXXX +44%
- X Year XXXXXXX +74%
CreatorRank: XXXXX #
Social Influence #
Social category influence finance #120 cryptocurrencies #90 countries #2527 stocks #554 currencies #665 celebrities XXXX% technology brands #3582 automotive brands #1083 exchanges XXXX% fashion brands XXXX%
Social topic influence bitcoin #61, fed #1, tariffs #60, inflation #7, fed chair #1, powell #7, stocks #42, debt #367, elon musk #809, marks #31
Top accounts mentioned or mentioned by @grok @elonmusk @007ofwallst @stockdatamarket @kathybulgarelli @santacawws @tiltfolio @buckheadbuckeye @remindme_ofthis @kalshi @badie912 @tradeninvesting @lungi_arthur @musicman4203 @investibrew @martinr66803484 @mosaicassetco @galtnotjoh1844 @iml84myd8s @sellhiltonhead
Top assets mentioned Bitcoin (BTC) NVIDIA Corp. (NVDA) Comerica, Inc. (CMA) Zions Bancorporation, NA. (ZION) MUX Protocol (MCB) Walrus (WAL) New York Community Bancorp, Inc. (NYCB) Valley National Bancorp (VLY) Centrifuge (CFG) Goldman Sachs (GS) SPDR GOLD ETF (GLD) iShares BTC Trust (IBIT) Apple, Inc. (AAPL) 69Coin (69)
Top Social Posts #
Top posts by engagements in the last XX hours
"Despite near-daily call outs by President Trump Fed Chair Powell refuses to cut rates right now. The US is borrowing more yields are rising and spending cuts are distant at best. Buckle up for a wild ride. Follow us @KobeissiLetter for real time analysis as this develops"
@KobeissiLetter on X 2025-07-09 15:20:40 UTC 944.5K followers, 37.2K engagements
"WARREN BUFFETT'S CASH BALANCE OVER TIME: X. 2015: $63B X. 2016: $85B X. 2017: $92B X. 2018: $120B X. 2019: $136B X. 2020: $140B X. 2021: $149B X. 2022: $109B X. 2023: $157B XX. 2024: $277B XX. Q1 2025: $348B Berkshire Hathaway's cash balance is XXX TIMES larger than it was in 2022. What is Warren Buffett waiting for" @KobeissiLetter on X 2025-05-03 12:34:14 UTC 944.9K followers, 507.5K engagements
"What just happened At 10:10 AM ET rumors emerged that the White House was considering a "90-day tariff pause." At 10:15 AM ET CNBC reported that Trump is considering a 90-day pause on tariffs for ALL countries except for China. By 10:18 AM ET the S&P XXX had added over +$3 TRILLION in market cap from its low. At 10:25 AM ET reports emerged that the White House was "unaware" of Trump considering a 90-day pause. At 10:26 AM ET CNBC reports that the 90-day tariff pause headlines were incorrect. At 10:34 AM ET the White House officially called the tariff pause headlines "fake news." By 10:40 AM" @KobeissiLetter on X 2025-04-07 14:59:35 UTC 945.1K followers, 1.8M engagements
"First President Trump mentions that higher rates are costing the US more money on interest expense. At a high level this is true. Annual interest expense on US debt has reached $XXX TRILLION over the last XX months. The US is now paying $XXX BILLION in interest per day" @KobeissiLetter on X 2025-07-09 15:20:33 UTC 943.8K followers, 92.1K engagements
"The Fed is bracing for stagflation: The number of FOMC members who see upside risks to both their inflation and unemployment forecasts reached XX in May. Furthermore XX and XX members saw upside risks to inflation and unemployment respectively in March. On the other hand no FOMC members projected downside risks to the unemployment rate and inflation in May. This pattern was also seen in March 2025 December 2024 and September 2024. The Fed continues to signal concern over a stagflationary outlook for the US economy. This is why Powell hasn't resumed rate cuts" @KobeissiLetter on X 2025-07-01 17:14:00 UTC 944K followers, 157.5K engagements
"BREAKING: Dow losses accelerate to nearly -XXX points on the day as President Trump sends out "tariff letters." The 10Y Note Yield is now back to 4.40%" @KobeissiLetter on X 2025-07-07 18:41:57 UTC 944.7K followers, 120.5K engagements
"BREAKING: Dow futures fall -XXX points in the markets initial reaction to President Trumps XX% tariffs on the EU and Mexico" @KobeissiLetter on X 2025-07-13 22:05:52 UTC 945.1K followers, 231.4K engagements
"BREAKING: President Trump says Fed Chair Powells termination cannot come fast enough" @KobeissiLetter on X 2025-04-17 11:20:45 UTC 945.1K followers, 396.1K engagements
"If President Trump actually fires Fed Chair Powell Gold and Bitcoin are going to explode. On top of the existing instability we are seeing this would add jet fuel to the equation. This is huge. Follow us @KobeissiLetter for real time analysis as this develops" @KobeissiLetter on X 2025-07-16 15:38:52 UTC 945.1K followers, 48.1K engagements
"Gold prices are going absolutely parabolic as the White House says Trump is likely going to fire Fed Chair Powell. Gold and Bitcoin have been telling us for months" @KobeissiLetter on X 2025-07-16 15:31:07 UTC 945.1K followers, 226.3K engagements
"BREAKING: President Trump is reportedly expected to make a "major update" on his upcoming crypto strategy" @KobeissiLetter on X 2025-03-19 18:52:03 UTC 944.8K followers, 476.3K engagements
"@pulte Stocks crypto housing and many commodities are at all time highs. CPI inflation is now at XXX% XXX% on Core CPI. Where do you think the Fed Funds Rate should be" @KobeissiLetter on X 2025-07-15 17:22:01 UTC 945.1K followers, 4158 engagements
"Something does not add up here: The Bank of Japan currently has a policy rate of XXXX% and Japan has a Debt-to-GDP ratio of 250%+. Meanwhile Germany has a policy rate of XXXX% (4.5x higher) and a Debt-to-GDP ratio of just XX% (1/4 of Japan's). However 30Y Government Bonds in Germany and Japan both yield 3.2%. If you think Japanese bond yields are high the market says we are just getting started. What is happening here" @KobeissiLetter on X 2025-07-15 03:44:00 UTC 945.1K followers, 266.6K engagements
"BREAKING: President Trump says the US has completed three attacks on nuclear sites in Iran. The US is officially striking Iran" @KobeissiLetter on X 2025-06-21 23:49:22 UTC 944.3K followers, 1.1M engagements
"US Regional Bank Stocks Today: X. NY Community Bank $NYCB: -XX% X. Valley National Bank $VLY: - X% X. HarborOne $HONE: -X% X. HomeStreet $HMST: -X% X. Zions Bank $ZION: -X% X. Comerica Bank $CMA: -X% X. Metropolitan Bank $MCB: -X% X. Citizens Financial $CFG: -X% X. Western Alliance $WAL: -X% This comes after New York Community bank which acquired the collapsed Signature Bank cut their dividend by 70%. They also posted a quarterly LOSS of $XXX million while a $XXX million GAIN was expected. Did regional banks ever really recover" @KobeissiLetter on X 2024-01-31 17:17:42 UTC 945K followers, 465.8K engagements
"The market's recovery has been historic: The S&P XXX hit a record $XXXX TRILLION in market cap last week. This means the S&P XXX has added $XXXX TRILLION since Aprils low. Nvidia alone $NVDA has added $XXX trillion in value reaching a record $XXX trillion. Year-over-year the S&P 500s market cap has surged by $XXX trillion or +14.6%. We just witnessed one of the fastest and largest rebounds in market history" @KobeissiLetter on X 2025-07-07 13:32:38 UTC 945.1K followers, 134.4K engagements
"The average rate on US debt is 3.3%. If the rate on ALL $29B in public debt was cut by XXX bps the US could save $290B X = $870B/year. However refinancing all of this debt immediately would be impossible. Realistically XX% could be refinanced in year X to save $174B" @KobeissiLetter on X 2025-07-09 15:20:35 UTC 944.7K followers, 80.7K engagements
"@traderamericano Next year at this time we will have a new Fed chair. The new chair will likely be named within a matter of weeks to months" @KobeissiLetter on X 2025-07-09 17:32:16 UTC 944.7K followers, 15.1K engagements
"BREAKING: President Trump posts his "most important and impactful" Truth statement of all time. In summary President Trump will be signing an Executive Order tomorrow to reduce drug prices by XX% to 80%" @KobeissiLetter on X 2025-05-11 22:26:04 UTC 945.1K followers, 1.8M engagements
"Shocking stat of the day: The share of cryptocurrencies trading within X% of their 252-day high is near X% according to Sentimentrader. This contrasts with Bitcoin which currently trades near at a fresh all time high. By comparison when Bitcoin previously set new records in February and November 2024 XX% and XX% of cryptocurrencies respectively were within X% of their 252-day highs. Historically when a large percentage of cryptocurrencies trade near record highs Bitcoin has pulled back. The current divergence suggests Bitcoin may have more room to run. History suggests this rally isnotdoneyet" @KobeissiLetter on X 2025-07-11 16:12:49 UTC 945.1K followers, 145.8K engagements
"BREAKING: The US has extended its tariff pause on some Chinese goods until August 31st" @KobeissiLetter on X 2025-06-02 20:09:24 UTC 944.4K followers, 1.6M engagements
"BREAKING: June PPI inflation falls to XXX% below expectations of 2.5%. Core PPI inflation fell to XXX% also below expectations of 2.7%. On a MoM basis there was XXX% inflation for June below expectations of 0.2%. Producer inflation is cooling down again" @KobeissiLetter on X 2025-07-16 12:57:51 UTC 945.1K followers, 243.9K engagements
"BREAKING: President Trump issues a statement on his XX% tariff on copper:" @KobeissiLetter on X 2025-07-10 00:30:30 UTC 945.1K followers, 267.7K engagements
"BREAKING: Bitcoin officially hits a new all time high for the first time since May 22nd" @KobeissiLetter on X 2025-07-09 19:58:24 UTC 945.1K followers, 231.2K engagements
"BREAKING: The Federal Reserves balance sheet declined by -$13 billion in June to $XXXX trillion the lowest since April 2020. Over the last X years the Fed has reduced its asset holdings by -$2.31 trillion or -26%. During this period the value of Treasury holdings has dropped by -$1.56 trillion to $XXXX trillion the lowest since June 2020. Mortgage-backed securities (MBS) have fallen -$590 billion to $XXXX trillion the lowest since March 2021. Despite the reduction the size of the central banks balance sheet remains +$2.5 trillion or +60% above its pre-pandemic levels. We are still far from" @KobeissiLetter on X 2025-07-10 15:59:00 UTC 945.1K followers, 128.5K engagements
"Even as President Trump sends out "tariff letters" and ramps up the trade war the USD is falling. This is the exact OPPOSITE reaction that we saw heading into April 2025. Historically speaking a US-driven trade war should strengthen the US Dollar not weaken it" @KobeissiLetter on X 2025-07-10 22:09:04 UTC 945.1K followers, 33K engagements
"BREAKING: Nvidia stock $NVDA surges +5% to a new record high as the company announces H20 chip sales to China will resume. Nvidia is now worth a whopping $XXX TRILLION" @KobeissiLetter on X 2025-07-15 11:21:21 UTC 945.1K followers, 130.9K engagements
"BREAKING: President Trump is going to make "an investment announcement" today at 1:30 PM ET - per the White House" @KobeissiLetter on X 2025-03-03 12:51:28 UTC 945.1K followers, 2.2M engagements
"The US government's default risk is rising: 1-year US credit default swaps (CDS) have risen to XX basis points near the highest since 2023. Excluding the 2023 debt ceiling crisis the cost of insurance against the US government's default is at its highest in XX years. Furthermore outstanding volume of credit default swaps has risen by $X billion this year to $XXX billion the second-highest since 2014. This comes as investors are increasingly concerned about the US government's rising deficit. The US reached its statutory borrowing limit in January and employed extraordinary measures to avoid a" @KobeissiLetter on X 2025-05-31 21:41:37 UTC 944.8K followers, 264.4K engagements
"US Regional Bank Stocks Today: X. PacWest $PACW: -XX% X. Western Alliance $WAL: -X% X. Metropolitan Bank $MCB: -X% X. Fifth Third $FITB: -X% X. Zions Bank $ZION: -X% X. Regions Financial $RF: -X% X. Comerica $CMA: -X% X. First Horizon $FHN: -X% Every time this crisis seems to be coming to an end something new emerges. The Regional Bank Sector $KRE is now down XX% since January 1st. We are officially X months into the banking crisis" @KobeissiLetter on X 2023-05-11 13:45:11 UTC 945K followers, 508.1K engagements
"Meanwhile investors continue to drive equity prices higher despite the debt crisis. Euphoria is strong and the top XX% of stocks now reflect a record XX% of the US stock market. As long as Big Tech is rising this market will continue to be historically resilient" @KobeissiLetter on X 2025-02-04 16:26:29 UTC 943.9K followers, 40.5K engagements
"BREAKING: President Trump says the US deficit is cut in half in anticipation of his Big Beautiful Bill" @KobeissiLetter on X 2025-07-02 14:23:11 UTC 945K followers, 230.7K engagements
"It's clear that the story for crypto has become much more than just being a decentralized currency. Rather it has become the hedge (along with gold) against the biggest crisis in the US: Deficit spending. Crypto and gold are telling a clear story: the crisis worsening" @KobeissiLetter on X 2025-07-10 22:08:59 UTC 945.1K followers, 55.6K engagements
"This is incredible: The US stock market has never been this large. Total US public equity market capitalization hit a record $XXXX TRILLION according to Goldman Sachs data. Thats DOUBLE the size it was X years ago. By comparison previously it took X years from 2012 to 2020 for the market to double in value. The US stock market is now more than X TIMES larger than Europes. It is also now larger than the combined market size of Europe China Hong Kong Japan and India. Mind-blowingnumbers" @KobeissiLetter on X 2025-07-01 00:10:00 UTC 945.1K followers, 544.8K engagements
"Credit investors are concerned about the US fiscal situation: Credit markets are now pricing US credit as if it were rated BBB+ X notches below its official credit grade of AA+. This is just X notches above the non-investment grade status. Credit default swap market pricing has also deteriorated over the last few months as US fiscal outlook has worsened. This comes as the US deficit is projected to reach 6-7% of GDP over the next X years only below the World Wars 2008 and 2020 levels. Furthermore in January the US government reached its statutory borrowing cap and implemented extraordinary" @KobeissiLetter on X 2025-06-18 16:36:00 UTC 944.7K followers, 146K engagements
"US debt issuances are skyrocketing: In 2024 over XX% of all credit assets coming to the market were in US Treasuries. The US Treasury issued $XXX trillion in debt last year more than double the $XXX billion issued by companies in the corporate bond market. By comparison the value of total mortgages and municipal securities issued was $XXX billion and $XXX billion respectively. To put this differently investors are now allocating more of their capital to finance US government than loans to firms and consumers. The deficit crisis is worse than ever before" @KobeissiLetter on X 2025-07-02 19:13:33 UTC 945.1K followers, 149.5K 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" @KobeissiLetter on X 2025-01-11 17:00:00 UTC 945.1K followers, 4.8M engagements
"BREAKING: Nvidia $NVDA officially becomes the first company in history to hit $X trillion in market cap" @KobeissiLetter on X 2025-07-09 13:55:45 UTC 945.1K followers, 315.7K engagements
"You cant make this up: President Trump is now calling for AT LEAST XXX basis points of rate cuts. Buckle up" @KobeissiLetter on X 2025-07-09 14:03:36 UTC 945.1K followers, 419.6K engagements
"This is incredible: Nvidia $NVDA now accounts for a record XXXX% of the MSCI All Country World Index (ACWI). The MSCI ACWI Index covers XX% of global equity markets including large and mid-cap stocks. Nvidia's weight ALONE is now larger than Japan's XXXX% share the worlds 3rd-largest stock market. By comparison the UK China and Canada account for XXXX% XXXX% and XXXX% respectively. Nvidias contribution to the index is now nearly as large as France and Germany COMBINED. Historic is an understatement" @KobeissiLetter on X 2025-07-16 17:57:25 UTC 945.1K followers, 115.6K engagements
"This is absolutely insane: Total US debt is now expected to hit $XX TRILLION THIS YEAR per Kalshi. To put this into perspective at the start of 2020 total US debt stood at $XXXX trillion. This would mark a near $XX TRILLION increase in X years. Never in history has the US borrowed even remotely near the levels we are borrowing now. This is a crisis" @KobeissiLetter on X 2025-07-03 18:44:00 UTC 945.1K followers, 1.1M engagements
""Reciprocal tariffs" are officially HERE: President Trump just announced tariffs on XXX countries AT ONCE one of the largest tariffs in US history. S&P XXX futures erased -$2 TRILLION of market cap in under XX minutes. What just happened Let us explain. (a thread)" @KobeissiLetter on X 2025-04-02 21:51:49 UTC 945.1K followers, 5M engagements
"It's really a double-whammy for gold and Bitcoin here. The S&P XXX in Bitcoin terms is DOWN -XX% year-to-date. Since 2012 the S&P XXX in Bitcoin terms is down -99.98%. Not only is Bitcoin gaining value but the US Dollar is losing value. Once again watch the US deficit" @KobeissiLetter on X 2025-07-14 04:42:02 UTC 945.1K followers, 70.1K engagements
"The "buy the dip" strategy has been remarkably effective this year: The cumulative return from buying the Nasdaq XXX after a down day has been XX% year-to-date the highest in X years. At this pace 2025 is on track to record the best year for this strategy since at least 1985. This has even outperformed the returns seen during the Dot-Com Bubble years of 1998 and 1999. By comparison the return at this point last year was just 5%. This comes as the Nasdaq XXX has been down in XX out of XXX trading days so far this year. Volatility is a tradingopportunity" @KobeissiLetter on X 2025-07-05 15:45:20 UTC 944.7K followers, 213.9K engagements
"BREAKING: Lululemon stock $LULU falls over -XX% after cutting its full-year guidance citing a dynamic macroenvironment" @KobeissiLetter on X 2025-06-05 20:40:35 UTC 945.1K followers, 354.7K engagements
"BREAKING: Linda Yaccarino steps down as CEO of X" @KobeissiLetter on X 2025-07-09 14:43:05 UTC 945.1K followers, 249K engagements
"The ironic part is that eliminating the US deficit would solve most of our problems. It would lower rates reduce inflation and strengthen the US Dollar. But Bitcoin knows this clearly will not happen with the rally accelerating after the spending bill was passed" @KobeissiLetter on X 2025-07-14 04:42:04 UTC 945.1K followers, 52K engagements
"The shift in Japanese bond markets is deep rooted and complex. However it will have global implications on financial markets. Let us know if you'd like to see a thread explaining this topic. Follow us @KobeissiLetter for real time analysis as this develops" @KobeissiLetter on X 2025-05-20 12:28:36 UTC 944.7K followers, 92.2K engagements
"Bitcoin's next catalyst has arrived: Simply put institutional capital can no longer ignore the returns that Bitcoin is providing. When an asset provides a return of XX% in one year it can be ruled an "outlier." However when an asset provides a XX% CAGR for XX years (Bitcoin) it can no longer be ignored. Last month we were invited to @Coinbase's annual State of Crypto Summit. Even the "conservative" funds we talked to were allocating "1% of AUM" to Bitcoin. And the straw that broke the camel's back was the US Government's sudden adoption of crypto largely supported by @Brian_Armstrong's battle" @KobeissiLetter on X 2025-07-15 02:44:58 UTC 945.1K followers, 269.7K engagements
"Over the last year Japans 30Y bond yield has surged XXX basis points. This created massive unrealized losses for financial institutions. Unrealized losses on domestic bonds for X of Japans largest life insurers QUADRUPLED in XX months to a record $XX billion in Q1 2025" @KobeissiLetter on X 2025-07-15 01:29:01 UTC 945.1K followers, 17K engagements
"It's like clockwork: Trump's "tariff letters" go out and the 10Y Note Yield is back to 4.40%. Yields are just XX basis points below the highs seen when President Trump announced a 90-day tariff pause. We have reached a point where yields are rising regardless of the trade war situation. Deficit spending has completely taken control of long-term rates. The market is crystal clear" @KobeissiLetter on X 2025-07-07 16:59:00 UTC 945.1K followers, 276.4K engagements
"The US Dollar has rarely ever been this oversold: The US Dollar index is trading XXX points below its 200-day moving average the largest margin in XX years. This marks a sharp reversal from January 2025 when the index was XXX points above its 200-day average. So far this year the US Dollar Index has dropped -XXXX% its worst year-to-date performance since 1973. Meanwhile speculative short positions on the US Dollar by asset managers and leveraged funds have reached their lowest level since mid-2021 according to JP Morgan. Is the US dollar overdueforabounce" @KobeissiLetter on X 2025-07-08 20:17:00 UTC 945.1K followers, 255.7K engagements
"BREAKING: President Trump says Fed Chair Powell "demeans the great credit of the USA."" @KobeissiLetter on X 2025-07-10 14:39:07 UTC 945.1K followers, 194.8K engagements
"Heading into April 2025 Bitcoin was moving in a straight-line lower on trade war fears. On April 9th tariffs were delayed for XX days and Bitcoin bottomed. On April 20th the real rally began without any major news days after the delay. So what really happened here" @KobeissiLetter on X 2025-07-10 22:08:58 UTC 945.1K followers, 54K engagements
"Inflation in Japan is HOT: Japan's CPI inflation excluding fresh food accelerated to +3.7% year-over-year in May the fastest pace since January 2023. This marks the 6th consecutive monthly reading at or above 3%+. Rice prices surged a whopping +102% year-over-year driving overall food inflation. Service prices a gauge closely watched by the Bank of Japan increased +1.4% above the +1.3% seen in April. As a result Japans inflation rate has now been at or above the BoJs X% target for over X years. The BoJ likely has no option but to raise interest rates in July. Japan has an inflation issue" @KobeissiLetter on X 2025-06-20 16:45:14 UTC 944.8K followers, 118.5K engagements
"BREAKING: President Trump says he is doubling tariffs on steel from XX% to 50%. Nothing like a Friday evening tariff headline minutes after futures close" @KobeissiLetter on X 2025-05-30 22:12:38 UTC 945K followers, 343.5K engagements
"US Treasury Secretary Bessent says over XXX countries did not respond to US tariffs with trade deals. All of these countries are expected to receive tariff letters. We will be breaking it down real-time. Follow us @KobeissiLetter for real time analysis as this develops" @KobeissiLetter on X 2025-07-07 16:31:56 UTC 944.6K followers, 76K engagements
"The stock market on the Israel-Iran war: While all of the headlines point to more escalation and a longer war the stock market says the EXACT OPPOSITE. Equity markets have turned green oil prices are now up just +0.5% and gold is down just -0.5%. If the market were truly concerned about a long-term conflict oil prices would have already crossed above $100/barrel. In fact oil prices are more than XX% BELOW their high recorded last week. For now it appears the market believes a peace deal is on the horizon. The market is telling us something" @KobeissiLetter on X 2025-06-16 06:55:48 UTC 945.1K followers, 1.1M engagements
"Since the April 9th low oil prices are up a massive +35%. This does not account for this weekend's events as markets are closed. Inflation and geopolitical tensions will now be the primary market drivers. Follow us @KobeissiLetter for real time analysis as this develops" @KobeissiLetter on X 2025-06-22 14:04:30 UTC 945K followers, 149.6K engagements
"On Friday we posted the below alert for our premium members trying counter-trend shorts. After closing longs we believed the market was overbought. Today these shorts are in the money with $SPY puts up +30%. Subscribe to access our alerts below:" @KobeissiLetter on X 2025-07-07 14:59:16 UTC 945.1K followers, 52.8K engagements
"This statement brings up many questions ranging from legality to its implications on markets. We will soon be publishing an in-depth thread on the feasibility and implications of Trump firing Powell. Follow us @KobeissiLetter to read our research when it goes live" @KobeissiLetter on X 2025-07-16 15:26:52 UTC 945.1K followers, 42.8K engagements
"BREAKING: President Trump says he is imposing a XX% tariff on copper" @KobeissiLetter on X 2025-07-08 17:20:50 UTC 945.1K followers, 219.1K engagements
"Heading into July the market received data that the US posted a $XXX BILLION deficit for May 2025 alone. This marked the 3rd largest deficit on record but markets remained hopeful as @ElonMusk pushed back on the spending bill. But this did not last long into July" @KobeissiLetter on X 2025-07-14 04:42:00 UTC 945.1K followers, 77.1K engagements
"Shocking stat of the day: Nvidias $NVDA market cap now reflects XXX% of global GDP. This comes as Nvidia is officially the first company in history to hit $X trillion in market cap. By comparison the entire UK and France markets account for XXX% and XXX% of world GDP respectively. Furthermore the German stock market represents just XXX% of the global economy or XXX percentage points LESS than Nvidia. Nvidia ismakinghistory" @KobeissiLetter on X 2025-07-12 19:40:00 UTC 945.1K followers, 172.7K engagements
"This is interesting: There are multiple indications of slowing consumer spending in the US. Meanwhile the odds of the US entering a recession in 2025 just hit a new low of XX% per Kalshi. We are seeing a massive divergence between consumer sentiment and economic data. The market has completely priced-out near-term tariff uncertainty" @KobeissiLetter on X 2025-07-09 18:12:55 UTC 945.1K followers, 287.4K engagements
"This is incredible: Vanguard currently owns a record XXXX million shares of Strategy $MSTR and is its largest shareholder. This is X% of the companys outstanding common stock. Their ownership has DOUBLED over the last X years. This comes as multiple Vanguard mutual funds and ETFs have accumulated shares while tracking a wide range of indices. This includes small and mid-cap benchmarks as well as momentum value and growth strategies. Institutional capital is piling into Bitcoin" @KobeissiLetter on X 2025-07-15 22:29:52 UTC 945.1K followers, 251.7K engagements
"BREAKING: Chinas new-home prices fell -XXX% in June MoM marking the steepest monthly drop in X months. Year-over-year new-home prices in XX cities plummeted -XXX% posting the 24th consecutive monthly decline. Second-hand home prices fell -XXX% the biggest drop since September 2024. Additionally residential sales fell -XXXX% YoY last month the sharpest decline this year. Meanwhile real estate investment dropped -XXXX% in the first half of 2025 recording a new low since the 2020 pandemic. Chinas property crisis is deepeningagain" @KobeissiLetter on X 2025-07-16 12:43:34 UTC 945.1K followers, 62.2K engagements
"Lastly we continue to believe the solution to rapidly rising US interest expense is simply to borrow less. The US Treasury posted a $XXX billion budget deficit in May the third-largest on record. We have a spending problem which can NOT be resolved by interest rates" @KobeissiLetter on X 2025-07-09 15:20:39 UTC 945.1K followers, 73K engagements
"BREAKING: X will soon launch investing and trading directly within the app per FT. Youll be able to come to X and be able to transact your whole financial life on the platform X CEO @lindayaX says. X is the future of finance" @KobeissiLetter on X 2025-06-19 12:37:37 UTC 944K followers, 552.1K engagements
"BREAKING: President Trump posts a statement on his Big Beautiful Bill passing:" @KobeissiLetter on X 2025-07-03 22:31:22 UTC 944.1K followers, 179.8K engagements
"Trump says retaliation will be met with a proportional response on top of these tariffs. Over XXX countries did not reach out for trade deals during the 90-day pause per the Trump Admin. More updates to come. Follow us @KobeissiLetter for real time analysis as this develops" @KobeissiLetter on X 2025-07-09 20:37:47 UTC 944.7K followers, 63.9K engagements
"BREAKING: The New York Times reports that President Trump has drafted a letter to fire Fed Chair Powell. Firing Powell would be the most historic Fed-based development since its creation in 1913" @KobeissiLetter on X 2025-07-16 15:36:28 UTC 945.1K followers, 222.8K engagements
"BREAKING: President Trump says Coca-Cola $KO has agreed to use real cane sugar in Coke in the US" @KobeissiLetter on X 2025-07-16 21:47:35 UTC 945.1K followers, 30.3K engagements
"We are witnessing history in the markets: The S&P 500s 3-month realized volatility dropped by XXX points on Thursday the largest single-day drop since 1987 according to Tier1 Alpha. This metric reflects how much the indexs returns have fluctuated over the last X months. In other words the market just experienced its sharpest volatility cooldown in XX years. This comes as the Volatility index $VIX dropped XXXX points or XX% since its April 8th peak to XXXX the lowest since February 2025. Over the same period the S&P XXX has surged +28%. Bullish sentiment is through the roof" @KobeissiLetter on X 2025-07-11 18:34:00 UTC 945.1K followers, 93.9K engagements
"BREAKING: The White House says President Trump is likely going to fire Fed Chair Powell soon" @KobeissiLetter on X 2025-07-16 15:18:30 UTC 945.1K followers, 773.1K engagements
"BREAKING: President Trump says happy crypto week and says Congress will vote on a bill to make America the undisputed number one leader in digital assets" @KobeissiLetter on X 2025-07-15 15:31:05 UTC 945.1K followers, 417.2K engagements
"BREAKING: US Q1 2025 GDP was revised down by XXX percentage points to -XXX% confirming the first quarterly contraction since Q1 2022. Personal consumption was revised lower by XXX percentage points to +0.5% making this the weakest quarter since the 2020 pandemic. This also marked the second downward revision after the -XXX percentage point revision on May 29th. As a result consumer spending contributed just XXXX% to the GDP print down from XXXX% in Q4 2024. Meanwhile the Core PCE Price Index was revised up by XXX percentage point to +3.8%. Tariffs are shifting the US economy" @KobeissiLetter on X 2025-06-26 15:07:00 UTC 945K followers, 171.8K engagements
"BREAKING: The US M2 money supply jumped +4.5% Y/Y in May to a record $XXXXX trillion. This marks the 19th consecutive monthly increase. It has now surpassed the previous all-time high of $XXXXX trillion posted in March 2022. Furthermore inflation-adjusted M2 money supply rose XXX% Y/Y last month the largest increase since early 2022. Since 2020 the US M2 money supply has risen nearly $X trillion or 45%. The US Dollar's purchasing power is in an eternal bear market" @KobeissiLetter on X 2025-07-01 19:15:00 UTC 945.1K followers, 694.4K engagements
"And it appears that institutional capital is chasing this Bitcoin run. Bitcoin ETF $IBIT has reached a record $XX BILLION in assets under management in under XXX days. By comparison it took the largest gold ETF $GLD over XX years to reach the same milestone" @KobeissiLetter on X 2025-07-14 04:42:02 UTC 945.1K followers, 64.2K engagements
"BREAKING: Deputy FBI Director Dan Bongino is considering resigning over the Epstein files memo per CNN" @KobeissiLetter on X 2025-07-11 18:32:11 UTC 945.1K followers, 210.6K engagements
"In 2024 the US spent a record $XXX trillion on interest expense alone. That's more then total spending on Defense ($855B) Medicaid ($618B) and Veterans Programs ($412B). At our current pace we are set to see US interest costs exceed $X trillion within a matter of years" @KobeissiLetter on X 2025-07-10 14:34:15 UTC 944.7K followers, 6352 engagements
"In other words just about ALL asset prices would skyrocket. We believe a XXX bps rate cut would push the S&P XXX to 7000+ oil prices to $80+/barrel gold to $5000+/oz and home prices +25%. The near-term effects would be bullish but long-term inflation would surge" @KobeissiLetter on X 2025-07-09 15:20:39 UTC 945.1K followers, 75.5K engagements
"This would come with a US economy that is already growing at +3.8% YoY. As a result we would expect to see a resurgence in CPI inflation likely exceeding 5%. And while it would initially send stocks higher as seen in March 2020 there's no such thing as "free money."" @KobeissiLetter on X 2025-07-09 15:20:36 UTC 944.7K followers, 65.3K engagements
"This is wild: We now have a President who is actively calling for interest rates to be cut to as low as 1%. And he is actively stating that he will be replacing Fed Chair Powell with someone who will immediately cut rates. Meanwhile stocks are at all time highs real estate prices are at all time highs US debt is at all time highs and crypto is at all time highs. If the new Fed Chair actually cuts rates to X% we are going to witness perhaps one of the biggest runs of all time in stocks and real estate. There has never been a time in history where the Fed cut rates to X% with the stock market" @KobeissiLetter on X 2025-06-30 14:17:05 UTC 945.1K followers, 1.7M engagements
"BREAKING: Google stock $GOOGL falls on reports that OpenAI is planning to launch its own web browser" @KobeissiLetter on X 2025-07-09 17:59:59 UTC 945.1K followers, 511.8K engagements
"President Trump is calling for a 300+ bps rate cut immediately. This would be one of the largest market-moving Fed actions of all time. Read our thread below to see our view on what would happen to the market:" @KobeissiLetter on X 2025-07-11 19:24:43 UTC 945.1K followers, 107.2K engagements
"This marks the first monthly surplus since 2005 for the US government. However it follows the 3rd largest monthly deficit of all time at $XXX billion in May. Eliminating the deficit must be a top priority. Follow us @KobeissiLetter for real time analysis as this develops" @KobeissiLetter on X 2025-07-11 18:34:43 UTC 945.1K followers, 70K engagements
"BREAKING: President Trump terminates all discussions on trade with Canada "effective immediately." Trump says he will "let Canada know the Tariff that they will be paying to do business with the US" within the next X days" @KobeissiLetter on X 2025-06-27 17:47:15 UTC 944.7K followers, 515.5K engagements
"It's also worth noting that the Fed has never implemented a rate cut of XX bps or more outside of a recession. As we are clearly NOT in a recession right now history would be made. A super-sized rate cut into a strong economy would serve as short-term "jet fuel."" @KobeissiLetter on X 2025-07-09 15:20:38 UTC 944.7K followers, 53.7K engagements
"BREAKING: The US stock market capitalization-to-GDP ratio has hit a record 208%. Since the April low this ratio has surged XX percentage points officially surpassing the February high of 206%. The ratio has also DOUBLED over the last X years. By comparison at the 2000 Dot-Com Bubble peak this metric was at XXX% while the long-term average is 85%. We are witnessinghistory" @KobeissiLetter on X 2025-07-09 16:12:49 UTC 945.1K followers, 122.5K engagements
"BREAKING: The Chairman of the US Federal Housing Finance Agency releases a statement claiming that Fed Chair Powell is considering resigning" @KobeissiLetter on X 2025-07-11 19:15:29 UTC 945.1K followers, 915.1K engagements
"BREAKING: The US economy adds 147000 jobs in June above expectations of 111000. The unemployment rate FALLS to XXX% below expectations of 4.3%. The May jobs number was revised UP from 139000 to 144000. The headline numbers continue to crush expectations" @KobeissiLetter on X 2025-07-03 12:30:58 UTC 945.1K followers, 421.7K engagements
"BREAKING: President Trump posts a statement after CPI inflation rose to XXX% this morning: Consumer Prices LOW. Bring down the Fed Rate NOW" @KobeissiLetter on X 2025-07-15 14:03:43 UTC 945.1K followers, 337.1K engagements
"More on the Fed Chair Powell rumors: As a source US FHFA Director Bill Pulte just posted an article claiming Powell is considering resigning. But the source of the article is Bill Pulte himself. In other words Bill Pulte is now sourcing an article that sources himself" @KobeissiLetter on X 2025-07-11 19:36:51 UTC 945.1K followers, 292.3K engagements
"BREAKING: Elon Musk officially forms the "America Party" to challenge both Republicans and Democrats" @KobeissiLetter on X 2025-07-05 19:53:15 UTC 945.1K followers, 698K engagements
"US technology stocks posted $XXX billion in net inflows last week the most since June 2024. This is X times more than all other sectors combined. Over the last X weeks net inflows have averaged $XXX billion per week. Meanwhile institutional net buying of tech stocks hit $X billion last week the highest since records began in 2008 according to BofA. As a share of total market cap this ranks in the 98th percentile historically. Investors are piling into tech" @KobeissiLetter on X 2025-06-25 13:53:26 UTC 943.9K followers, 114.2K engagements
"POLL: Do you support President Trump's tariffs Explain your reasoning in the comments" @KobeissiLetter on X 2025-04-03 13:17:43 UTC 944.7K followers, 762.6K engagements
"BREAKING: The White House says XX other countries will be receiving "trade letters." So far Japan and South Korea have received trade letters with tariffs of XX% beginning August 1st" @KobeissiLetter on X 2025-07-07 17:36:12 UTC 944K followers, 197.2K engagements
"The reality is that global government bond market liquidity is at a record low now BELOW 2008 levels. This is exactly why Bitcoin and Gold are surging to record highs. The market has all your answers. Follow us @KobeissiLetter for real time analysis as this develops" @KobeissiLetter on X 2025-07-15 01:29:06 UTC 945.1K followers, 52.3K engagements
"BREAKING: President Trump announces a XX% tariff on Canada beginning August 1st" @KobeissiLetter on X 2025-07-11 00:21:41 UTC 945.1K followers, 434.3K engagements
"This is not a "normal." We have reached a point where Bitcoin is moving in a literal STRAIGHT-LINE higher. Rates are rising the USD is down -XX% in X months and crypto is up +$1 TRILLION in X months. What's happening Bitcoin has entered "crisis mode." (a thread)" @KobeissiLetter on X 2025-07-14 04:41:58 UTC 945.1K followers, 1.9M engagements
"BREAKING: Ghislaine Maxwell says she is willing to reveal Jeffery Epstein's "client list" per DailyMail. Just days ago the FBI said that the Epstein "client list" did not exist. Maxwell also says she is willing to speak in front of Congress about the Epstein Files" @KobeissiLetter on X 2025-07-14 02:26:11 UTC 945.1K followers, 831.7K engagements
"BREAKING: The odds of the US entering a recession in 2025 fall to XX% the lowest level since January 2025 per @Kalshi" @KobeissiLetter on X 2025-07-08 15:11:00 UTC 945.1K followers, 189.2K engagements
"@NaoBoboTJ Everything is meaningless until it's not" @KobeissiLetter on X 2025-07-15 01:37:03 UTC 945.1K followers, 2712 engagements
"BREAKING: President Trump announces XX% tariff on the European Union and Mexico. Trump says if they retaliate these tariffs will be raised by the same amount as the retaliation" @KobeissiLetter on X 2025-07-12 12:37:52 UTC 945.1K followers, 662.7K engagements
"BREAKING: Airline giant Emirates announces they will be accepting Bitcoin and crypto as payment for flights" @KobeissiLetter on X 2025-07-09 11:18:34 UTC 945.1K followers, 507.6K engagements
"BREAKING: President Trump sends out more tariff letters with the following tariff rates now announced: X. Brazil: XX% X. Cambodia: XX% X. Thailand: XX% X. Bangladesh: XX% X. Serbia: XX% X. Indonesia: XX% X. Bosnia: XX% X. Iraq: XX% X. Libya: XX% XX. Algeria: XX% XX. Tunisia: XX% XX. Japan: XX% XX. South Korea: XX% XX. Brunei: XX% XX. Moldova: XX% XX. Philippines: XX% These tariffs are set to go live on August 1st. President Trump says any retaliation will be met with increased tariffs. Trump also says there will be no further tariff pause extensions" @KobeissiLetter on X 2025-07-09 20:35:01 UTC 945.1K followers, 302.3K engagements
"BREAKING: President Trump posts a massive paragraph backing Attorney General Pam Bondi:" @KobeissiLetter on X 2025-07-12 21:35:58 UTC 945.1K followers, 286.7K engagements
"BREAKING: Elon Musk calls on President Trump to release the Epstein files as promised" @KobeissiLetter on X 2025-07-13 04:08:22 UTC 945.1K followers, 371.4K engagements
"Effectively no reaction at all in Bitcoin as the US announces a trade deal with China. Very interesting all eyes are on futures which open in X hours" @KobeissiLetter on X 2025-05-11 18:04:35 UTC 944.7K followers, 409.1K engagements
"For those who are still keeping track: X. US Dollar: -XX% YTD worst start to the year since 1973 X. Bitcoin: +55% since April 2025 hits a new record high This is not a coincidence" @KobeissiLetter on X 2025-07-10 23:09:00 UTC 945.1K followers, 218.5K engagements
"Now let's examine the benefits. President Trump claims a XXX bps rate cut would save $360B/point per year or $1.08T/year. It seems Trump computed the $360B/year figure from X% x $XX trillion in US debt. However only publicly held debt matters which stands at $29B" @KobeissiLetter on X 2025-07-09 15:20:34 UTC 945.1K followers, 86.4K engagements
"Iran's response has begun: After US strikes on Iranian nuclear facilities Iran just attacked US military bases in Qatar and Iraq. Meanwhile oil prices just CRASHED over -X% on the news. Why Markets are saying EVERYTHING you need to know. Let us explain. (a thread)" @KobeissiLetter on X 2025-06-23 17:37:44 UTC 945.1K followers, 1.5M engagements
"BREAKING: President Trump sends out more tariff letters with the following tariff rates announced today: X. Cambodia: XX% X. Thailand: XX% X. Bangladesh: XX% X. Serbia: XX% X. Indonesia: XX% X. Bosnia: XX% X. Tunisia: XX% X. Japan: XX% X. South Korea: XX% These tariffs are set to go live on August 1st. President Trump says any retaliation will be met with increased tariffs" @KobeissiLetter on X 2025-07-07 20:48:09 UTC 945.1K followers, 473.3K engagements
"BREAKING: President Trump says he will send more weapons to Ukraine" @KobeissiLetter on X 2025-07-07 23:50:23 UTC 945.1K followers, 258.3K engagements
"We now have: X. CPI inflation rising for 2-straight months to its highest since February 2025 X. "Strong" labor market which has beat expectations for 3-straight months X. New "tariff letter" tariffs set to go live on August 1st Fed Chair Powell is NOT cutting rates" @KobeissiLetter on X 2025-07-15 12:43:20 UTC 945.1K followers, 221K engagements
"Current situation: X. Bitcoin is up +60% in X months like the USD is broken X. The USD is falling in its worst start to a year since 1973 X. Gold prices are rising toward $3400/oz like inflation is back X. Treasury yields are rising like deficit spending is worsening X. Silver prices are rising like uncertainty never ended Don't discount the impact of the deficit spending crisis" @KobeissiLetter on X 2025-07-11 12:42:00 UTC 945.1K followers, 299.4K engagements
"ELON MUSK: How can people be expected to have faith in Trump if he wont release the Epstein files" @KobeissiLetter on X 2025-07-08 18:45:39 UTC 944.5K followers, 168K engagements
"The Kobeissi Letter for the week of July 7th has been published and may be viewed through the link below: The Chart of the Week for the week of July 7th has been published. View or sign up for FREE through the link below:" @KobeissiLetter on X 2025-07-06 21:50:00 UTC 944.4K followers, 75.8K engagements
"Are wages stagnating in the US The share of Americans not receiving any pay raises rose to XXXX% the highest in X years. This percentage has increased by X points over the last X years. It now exceeds the 2001 recession levels and is in line with 2008 levels. Adjusted for XXX% CPI inflation this implies that millions of Americans are experiencing a decline in real wages. While top-line employment figures remain robust underlying job market dynamics are softening. Is this really a stronglabormarket" @KobeissiLetter on X 2025-07-10 16:59:00 UTC 945.1K followers, 70.5K engagements
"BREAKING: President Trump announces the "United States Tariff Letters and/or Deals" which will be delivered starting at 12:00 PM ET on July 7th. It appears new tariff notices and deals are both coming tomorrow" @KobeissiLetter on X 2025-07-07 02:33:07 UTC 944.6K followers, 192.8K engagements
"Below are some alerts we posted for our premium members since April. We bought the dip into $80000 $90000 $100000 and called for $115000. Today our target was hit for over +$30000 since April 2025. Subscribe below to access our alerts:" @KobeissiLetter on X 2025-07-10 21:28:54 UTC 945.1K followers, 53.2K engagements
"300 basis points of rate cuts would bring mortgage rates back down to 3%. The housing market would begin another bull run on top of the current bull run. Truly unprecedented. Follow us @KobeissiLetter for real time analysis as this develops" @KobeissiLetter on X 2025-07-09 14:11:07 UTC 945.1K followers, 57.7K engagements
"BREAKING: Crypto markets have now added +$1.2 trillion in market cap since President Trump paused "reciprocal tariffs" on April 9th" @KobeissiLetter on X 2025-07-14 05:47:00 UTC 945.1K followers, 141.8K engagements
"BREAKING: The US Government posts a rare $XX billion budget SURPLUS in June largely fueled by the collection of tariffs. Tariffs collected in June totaled $XX billion marking a +301% gain from June 2024. 2025 tariff collections have totaled $XXX billion up +86% YoY" @KobeissiLetter on X 2025-07-11 18:13:23 UTC 945.1K followers, 594.2K engagements
"Adding to the pressure on Japanese bonds is the rebound in inflation. Japan's CPI inflation excluding fresh food accelerated to +3.7% YoY in May the fastest pace since January 2023. This is EXACTLY what the Fed wants to avoid. This is why "higher for longer" is back" @KobeissiLetter on X 2025-07-15 01:29:04 UTC 945.1K followers, 10.4K engagements
"US Regional Bank Stocks X Month Into 2024: X. NY Community Bank $NYCB: -XX% X. Valley National Bank $VLY: -XX% X. Metropolitan Bank $MCB: -XX% X. HarborOne $HONE: -XX% X. Comerica Bank $CMA: -XX% X. Zions Bank $ZION: -XX% X. Western Alliance $WAL: -XX% X. Citizens Financial $CFG: -X% X. KeyCorp $KEY: -X% Regional bank worries resurfaced as New York Community bank which acquired the collapsed Signature Bank cut their dividend by 70%. These are the same banks that hold nearly XX% of commercial real estate loans. Just XX months ago the regional bank crisis "ended."" @KobeissiLetter on X 2024-02-06 21:37:33 UTC 945K followers, 854.3K engagements
"Javier Milei just DESTROYED the memecoin market: Hours ago Argentinian President Milei launched a memecoin $LIBRA for "the growth of their economy." Within X hours over -$4.4 BILLION of market cap was erased. Is this the biggest rug pull in history (a thread)" @KobeissiLetter on X 2025-02-15 03:59:52 UTC 945.1K followers, 8.8M engagements
"US equity ownership is heavily skewed toward older generations: Baby Boomers now hold XX% of all US corporate equities and mutual fund shares down only slightly from XX% in Q1 2020. By comparison Millennials own just X% of all equities up from X% in 2020. Gen X accounts for XX% roughly unchanged over the same period. Meanwhile the Silent Generation still holds XX% experiencing a decline from XX% seen X years ago. In other words XX% of all equities remain in the hands of Americans born before 1965. The generational wealth divide is massive" @KobeissiLetter on X 2025-07-14 17:41:18 UTC 945.1K followers, 123.7K engagements
"In what situation do you have: X. Bitcoin rising in a straight-line X. Treasury yields rising in a straight-line X. US Dollar falling in a straight-line X. Gold prices rising in a straight-line The answer US deficit spending is out of control" @KobeissiLetter on X 2025-07-14 10:08:00 UTC 945.1K followers, 329.6K engagements
"BREAKING: China reached a record $XXX billion trade surplus in the first half of 2025 according to data from the General Administration of Customs. This comes as exports rose +5.8% YoY to a record $XXX trillion. Imports increased +1.1% YoY to $XXX trillion marking the first monthly increase since February. Shipments to the US declined -XXXX% YoY but improved significantly from Mays -XX% drop following May 8th trade deal. Exports to the XX Southeast Asian (ASEAN) countries surged +17% helping offset the drop to the US. Tariffs are reshapingglobaltrade" @KobeissiLetter on X 2025-07-14 19:53:00 UTC 945.1K followers, 178.9K engagements
"Professional investors continue to dump US equities: Investors sold -$3.1 billion in single stocks and ETFs last week the most since August 2024 posting the 6th largest outflow on record according to BofA. This also marked the biggest single stock sale since July 2023. Institutional investors led the trend dumping -$3.2 billion and recording their 9th week of selling out of the last XX. Hedge funds posted their 3rd straight weekly net sale offloading -$1.0 billion last week alone. On the other hand retail investors purchased +$0.4 billion remaining net buyers in XX of the past XX weeks. It's" @KobeissiLetter on X 2025-07-09 17:25:00 UTC 945.1K followers, 130.4K engagements
"Over the last X weeks: X. President Trump and Elon Musk feud escalates X. Congress passes Trump's "Big Beautiful Bill" X. Elon Musk announces establishment of "America Party" X. President Trump calls for a record breaking XXX bps rate cut X. US FHFA Director claims Fed Chair Powell is considering resigning X. US stock market rallies to a new all time high Has there ever been a more entertaining market" @KobeissiLetter on X 2025-07-11 19:42:41 UTC 945.1K followers, 217.6K engagements
"Many stocks are lagging the market's rally: The share of S&P XXX stocks trading above their 200-day moving average has fallen to XX% near the lower end of the 2024 range. This is X percentage points below this years peak of 57%. Meanwhile XX% of S&P XXX stocks are trading above their 50-day moving average down from Junes high of 78%. This comes despite the S&P XXX making new all time highs. As a result the equal-weighted S&P XXX index still has not surpassed its November 2024 record. Big tech is carrying the entire stock market" @KobeissiLetter on X 2025-07-16 20:22:40 UTC 945.1K followers, 100.3K engagements
"BREAKING: Bitcoin surges to a record $123000 now up +66% since the April 2025 low. In just X days Bitcoin has added +$20000" @KobeissiLetter on X 2025-07-14 11:10:11 UTC 945.1K followers, 246.7K engagements
"Talk about a complete collapse in oil prices: Oil prices are now BELOW levels seen before the Israel-Iran war began. Down over -XX% from their high of the day oil prices are painting the true picture: Todays Iranian attack was de-escalatory" @KobeissiLetter on X 2025-06-23 18:41:28 UTC 944.8K followers, 228.5K engagements
"BREAKING: Eric Trump posts an update on his Feels a great time to enter Bitcoin post from February 2025:" @KobeissiLetter on X 2025-07-11 11:01:08 UTC 945.1K followers, 142.7K engagements
"Lastly it's interesting that leverage shorts on Ether are now at a record high per ZeroHedge. We saw the same exact situation before the April 2025 bottom. Is a major crypto short squeeze set to begin Follow us @KobeissiLetter for real time analysis as this develops" @KobeissiLetter on X 2025-07-14 04:42:25 UTC 945.1K followers, 108K engagements
"Trump with a massive paragraph about Fed Chair Powell just now: He calls Powell a "numbskull" "dumb guy" and "Trump hater" who could save the US $X trillion per year with rate cuts. Trump concludes by saying maybe he will change his mind about firing Powell" @KobeissiLetter on X 2025-06-20 22:03:36 UTC 945.1K followers, 386K engagements
"This is concerning: Currently XX% of US student loan borrowers in households with an annual income of less than $49999 are behind on payments. Among families earning between $50000 and $99000 XX% are behind. Even in households making over $100000 XX% are delinquent. Overall a record XX million people now hold a federal student loan and the total student loan balance hit $XXX trillion in Q1 2025 an all-time high. Among all those required to make payments XX% are delinquent. The student debtcrisisisreal" @KobeissiLetter on X 2025-07-09 20:40:00 UTC 945.1K followers, 152.5K engagements
"BREAKING: President Trump says reports of him firing Fed Chair Powell are not true" @KobeissiLetter on X 2025-07-16 16:08:34 UTC 945.1K followers, 121.4K engagements
"BREAKING: President Trump says it is his "great honor" to raise tariffs on both steel and aluminum from XX% to XX% beginning on June 4th" @KobeissiLetter on X 2025-05-30 23:19:04 UTC 945K followers, 429.5K engagements
"Foreign investors are diversifying out of US stocks: Investors from overseas withdrew $X billion from US equity ETFs over the last month the largest outflow in at least X years. This follows $X billion in net purchases during May. By comparison foreign investors poured in a whopping $XX billion into US stock ETFs in November 2024. This is all despite the S&P XXX rallying +5% over the last month and hitting an all-time high for the first time since February. Global investors are diversifying away from US stocks" @KobeissiLetter on X 2025-07-03 15:57:56 UTC 944K followers, 173.2K engagements
"And it seemed that Bitcoin was rallying on trade deal hopes. But whether trade deals were announced or not the market was seeing the same outcome: Yields are rising Bitcoin is rising the USD is falling and gold is rising. This simply is not a "normal" situation" @KobeissiLetter on X 2025-07-14 04:42:00 UTC 945.1K followers, 91.5K engagements
"BREAKING: US Treasury Secretary Bessent accuses China of holding back products that are essential to the US industrial supply chain" @KobeissiLetter on X 2025-06-01 13:57:25 UTC 945.1K followers, 4.3M engagements
"BREAKING: The S&P XXX closes above 6200 for the first time in history" @KobeissiLetter on X 2025-06-30 20:09:16 UTC 944.8K followers, 379.2K engagements
"BREAKING: Amazon Prime Day sales fall -XX% in the first day of their X day event" @KobeissiLetter on X 2025-07-09 18:02:32 UTC 945.1K followers, 303K engagements
"You can't make this up: President Trump is now posting individual "trade letters" to countries with new tariff rates. So far Trump has announced a XX% tariff on Japan and XX% tariff on South Korea. Trump also says he will be raising tariffs on Japan if they raise tariffs on the US in retaliation. Meanwhile the S&P 500's losses are accelerating to -X% on the day. Did Liberation Day part X just begin" @KobeissiLetter on X 2025-07-07 16:28:38 UTC 945.1K followers, 655.7K engagements
"BREAKING: The FBI has launched a criminal investigation into former FBI Director James Comey" @KobeissiLetter on X 2025-07-08 22:41:09 UTC 945.1K followers, 237.2K engagements
"BREAKING: President Trump says crypto is "through the roof" and "Nvidia is up XX% since Trump Tariffs." $NVDA" @KobeissiLetter on X 2025-07-10 14:55:00 UTC 945.1K followers, 186.6K engagements
"BREAKING: President Trump says interest rates should be as low as X% and we have a "stupid person" at the Fed" @KobeissiLetter on X 2025-06-29 14:59:00 UTC 945.1K followers, 851.9K engagements
"Are you paying attention Bitcoin is now up +55% since its April 2025 low hitting a RECORD $115000. Meanwhile the US Dollar just had its WORST start to a year since 1973 falling nearly -XX% in X months. This is not a coincidence. Let us explain. (a thread)" @KobeissiLetter on X 2025-07-10 22:08:58 UTC 945.1K followers, 2.1M engagements
"BREAKING: Michael Burry has sold every stock in his portfolio except for a new position in Estee Lauder $EL" @KobeissiLetter on X 2025-05-15 20:40:23 UTC 945.1K followers, 1.8M engagements
"Gas prices are plummeting: Since the Israel-Iran ceasefire and Trump's call for lower oil prices this month gas prices have collapsed. Just X days ago @Kalshi traders saw gas prices ending June near $3.40/gallon. Now there's a mere XX% chance of gas prices closing the month above $3.20/gallon. Are gas prices heading below $3.00/gallon" @KobeissiLetter on X 2025-06-27 15:51:46 UTC 944.8K followers, 90.4K engagements
"BREAKING: Elon Musk says former Trump White House Chief Strategist Steve Bannon is in the Epstein files. Yesterday the FBI said there is no Epstein client list" @KobeissiLetter on X 2025-07-08 17:26:18 UTC 945.1K followers, 280.1K engagements
"BREAKING: S&P XXX losses accelerate to over -XXX% on the day putting the index on track for its largest daily loss since June 17th" @KobeissiLetter on X 2025-07-07 14:57:25 UTC 944.6K followers, 174.7K engagements
"The crisis continues: Since the debt ceiling was raised on July 3rd US debt is now up $XXX BILLION in X days. This comes after the US Treasury ended "extraordinary measures" raising the debt ceiling by $X trillion. We are in the midst of the US' largest crisis. (a thread)" @KobeissiLetter on X 2025-07-10 14:34:10 UTC 945.1K followers, 285.6K engagements
"Our premium members were alerted of this move well in advance. We bought the dip into $100000 and called for a move toward $115000. Now UP +$12000 and counting. Subscribe to access our premium analysis and alerts at the link below:" @KobeissiLetter on X 2025-07-09 20:00:27 UTC 944.7K followers, 58.7K engagements
"For 10+ years we have employed an investment strategy that utilizes macroeconomic and technical analysis. Shifts in the economy are opportunity for investors. Want to see how we are trading it Subscribe below to access our premium analysis:" @KobeissiLetter on X 2025-07-09 15:20:40 UTC 944.5K followers, 41K engagements
"Shifts in the economy are opportunity for investors. As markets price-in the ongoing shifts in bond markets capital is rotating and major moves in asset prices. Want to see how we are trading it Subscribe below to access our premium analysis:" @KobeissiLetter on X 2025-07-15 01:29:06 UTC 945.1K followers, 53.7K engagements
"Below are some alerts we posted for our premium members since April. We bought the dip into $80000 $90000 $100000 and called for $115000. Today our target was hit for over +$30000 since April 2025. Subscribe below to access our alerts:" @KobeissiLetter on X 2025-07-10 22:09:02 UTC 945.1K followers, 38K engagements
"BREAKING: President Trump says "something has happened" to Putin and that "he has gone absolutely crazy." He also says "everything out of Zelensky's mouth causes problems" and that "it better stop."" @KobeissiLetter on X 2025-05-26 00:49:21 UTC 944.7K followers, 926.8K engagements
"We got ahead of this trend. Below are some alerts for our premium members. We bought dips into $80000 $90000 $100000 and called for $115000. On Friday we raised our target to $120000+ which was just hit. Subscribe below to access our alerts:" @KobeissiLetter on X 2025-07-14 04:42:01 UTC 945.1K followers, 72K engagements
"Global central banks are cutting rates: World central banks cut interest rates XX times in May the fastest monthly pace this year. This also marks one of the largest waves of rate cuts this century. To put this into perspective in March 2020 and December 2008 central banks conducted XX and XX rate cuts respectively. Last week Europe cut rates for their 8th time this cycle. Meanwhile the Fed continues to pause rate cuts as global banks cut. Uncertainty is shifting monetary policy" @KobeissiLetter on X 2025-06-17 14:06:03 UTC 944.8K followers, 226.8K engagements
"BREAKING: President Trump claims that Fed Chair Powell is already under investigation. Its unclear exactly what the investigation is for" @KobeissiLetter on X 2025-07-16 16:09:51 UTC 945.1K followers, 118.7K engagements
"We think gold prices would surge to $5000+ as inflation rebounds and the USD drops. As we saw in 2021-2024 gold benefits from this type of economic environment. In fact gold is now up +40% in XX months and +80% over the last X years. Rate cuts would super-charge this run" @KobeissiLetter on X 2025-07-09 15:20:38 UTC 945.1K followers, 56.7K engagements
"Market concentration is back on the rise: The top XX stocks now reflect XX% of the S&P 500's market cap near an all-time high. Since 2020 this percentage is now up XX points. By comparison at the 2000 Dot-Com Bubble peak this metric stood at 27%. Meanwhile the top XX stocks' earnings account for XX% of all S&P XXX profits. This is significantly above the long-term average of 20%. The market is highly reliant on big tech" @KobeissiLetter on X 2025-07-14 14:58:09 UTC 945.1K followers, 98.8K engagements
"BREAKING: Iran is reportedly ready to abandon uranium enrichment but needs a face saving exit per Iranwire. It appears we are on the brink of an Israel-Iran peace deal" @KobeissiLetter on X 2025-06-16 11:38:16 UTC 945.1K followers, 671.5K engagements
"BREAKING: US-based employers announced 47999 job cuts in June bringing total Q2 2025 layoffs to 247256 the highest Q2 total since 2020. Year-to-date firms have announced 744308 job cuts the most for any first half of the year since 2020. Outside of 2020 this was the highest first half since 2009 when 896675 cuts were announced. The government sector has led the surge with 288628 layoffs including federal and contractor reductions. Retail and technology sectors followed with 79865 and 76214 job cuts respectively. Economic conditions closures and restructuring have been the primary drivers. US" @KobeissiLetter on X 2025-07-03 21:00:01 UTC 944.6K followers, 141.4K engagements
"The US is now spending XX% of Federal revenue on interest expense alone. This matches the 1991 peak and is projected to hit XX% by 2025. That would be XXX TIMES higher than levels seen in 2008. All while the Fed is calling for a "soft landing" for the US economy" @KobeissiLetter on X 2025-07-10 14:34:16 UTC 944.7K followers, 6479 engagements
"BREAKING: The S&P XXX rises to a new all time high now up +30% from its April 2025 low" @KobeissiLetter on X 2025-07-10 17:33:04 UTC 945.1K followers, 200.6K engagements
"So far the market is not reacting to the statement/headline. However if this is even partially true it will have market-moving implications. It's likely going to be another busy weekend ahead. Follow us @KobeissiLetter for real time analysis as this develops" @KobeissiLetter on X 2025-07-11 19:20:54 UTC 944.6K followers, 29.1K engagements
"BREAKING: President Trump is set to launch a branded crypto wallet and trading application. Trump will reportedly encourage his supporters to purchase his memecoin $TRUMP and other crypto assets" @KobeissiLetter on X 2025-06-03 16:47:26 UTC 945.1K followers, 345.1K engagements
"It's official: President Trump is now calling for the first 300+ basis point interest rate cut in US history. This would be X TIMES larger than the XXX bps cut on March 15th 2020 the largest in history. So what happens if the Fed does this Let us explain. (a thread)" @KobeissiLetter on X 2025-07-09 15:20:33 UTC 945.1K followers, 1.7M engagements
"While June CPI inflation was XXX% inflation is much higher in many basic necessities: X. Utility Gas Inflation: +14.2% X. Car Insurance Inflation: +6.1% X. Electricity Inflation: +5.8% X. Meat and Eggs Inflation: +5.6% X. Car Repair Inflation: +5.2% X. Homeowner Inflation: +4.2% X. Hospital Services Inflation: +4.2% X. Rent Inflation: +3.8% X. Food Away From Home Inflation: +3.8% Headline CPI inflation is now up for two straight months for the first time since January 2025. Rate cuts remain distant" @KobeissiLetter on X 2025-07-15 17:52:00 UTC 945.1K followers, 363.9K engagements
"The relationship between the US Dollar and Treasury yields has broken down: Since April 2nd the 10-year note yield has risen +27 basis points to 4.43%. At the same time the US Dollar index $DXY has declined -XXX% to near its lowest level in X years. This is a material shift from the pattern seen in recent years when the US Dollar and Treasury yields have moved with a high positive correlation. The trade war is changing long-standing relationships across asset classes" @KobeissiLetter on X 2025-06-02 15:21:18 UTC 945.1K followers, 258.6K engagements
"BREAKING: President Trump adds the below note to his China trade deal announcement" @KobeissiLetter on X 2025-06-11 13:07:24 UTC 945.1K followers, 167.7K engagements
"Shocking stat of the day: The share of subprime car borrowers at least XX days past due on their loans hit XXX% in January the highest in at least XX years. This percentage has DOUBLED over the last XXX years. Levels now exceed levels seen in 2020 2008 and the previous peak recorded in 1996. Transitions into serious delinquency of 90+ days among all borrowers hit XXX% in Q4 2024 the highest since 2010. Americans are falling behind on debt payments like we are in a recession" @KobeissiLetter on X 2025-03-08 18:22:04 UTC 945.1K followers, 228.6K engagements
"Bitcoin could actually produce the first anonymous richest person in the world. Satoshi Nakamoto would surpass Elon Musks current net worth if Bitcoin hits $370000" @KobeissiLetter on X 2025-07-14 02:21:20 UTC 945.1K followers, 345.1K engagements
"You cant make this up: On May 23rd President Trump threatened Apple $AAPL and Samsung with a XX% tariff on phones not made in the USA. This was the first Trump tariff in 2025 to target individual companies. Today exactly XX days later the Trump Organization announced Trump Mobile. Trump Mobile will be using phones made in the USA. Truly incredible" @KobeissiLetter on X 2025-06-16 12:16:29 UTC 945.1K followers, 469K engagements
"This has been one of the worst years in history for the US Dollar: The US Dollar index fell -XXXX% in the first half of 2025 its worst first-half performance since the end of the gold-backed Bretton Woods System in 1973. This also marks the weakest performance for any six-month period since 2009. Furthermore the Bloomberg Dollar Spot Index has posted its 6th consecutive monthly decline matching its longest losing streak in X years. The US Dollar is down -XXXX% against the Swiss franc -XXXX% against the Euro -XXXX% against the Japanese Yen and -XXX% against the Pound. This comes as investors" @KobeissiLetter on X 2025-07-01 20:17:00 UTC 945.1K followers, 260.4K engagements
"BREAKING: The delinquency rate on Commercial Mortgage-Backed Securities (CMBS) for offices jumped XX basis points in June to a record 11.1%. This has now officially surpassed the post-2008 high of XXXX% and the December 2024 peak of 11.0%. Since the start of 2023 the delinquency rate on CMBS for offices has skyrocketed by XXX percentage points. Last month $XXX billion in CMBS office loans fell into delinquency while $X billion in previously delinquent loans were resolved. Meanwhile the overall US CMBS delinquency rate rose X basis points to XXXX% the highest in at least X years. The office" @KobeissiLetter on X 2025-07-02 16:58:00 UTC 945.1K followers, 301.8K engagements
"BREAKING: President Trump issues a statement on the Israel-Iran situation: No this video is not AI" @KobeissiLetter on X 2025-06-24 11:56:28 UTC 945.1K followers, 991.2K engagements
"Public companies are buying Bitcoin at a rapid pace: Public companies purchased 131355 Bitcoins in Q2 2025 growing holdings by +18% according to Bitcoin Treasuries data. Furthermore ETFs acquired 111411 BTC posting an +8% rise during the same period. This marks the 3rd consecutive quarter in which companies have bought more Bitcoin than ETFs. Year-to-date public companies have purchased 237664 Bitcoins double the 117295 acquired by ETFs. Now public companies hold 855000 Bitcoins or X% of the total supply. Corporate demand for Bitcoin is incredibly strong" @KobeissiLetter on X 2025-07-06 18:48:19 UTC 945.1K followers, 199.1K engagements
"BREAKING: President Trump polled Republican lawmakers about firing Fed Chair Powell and received a positive response about it" @KobeissiLetter on X 2025-07-16 15:53:15 UTC 945.1K followers, 105K engagements
"Bitcoin knows exactly whats coming next for interest rates deficit spending and the US economy. The market is never wrong" @KobeissiLetter on X 2025-07-09 20:05:03 UTC 944.7K followers, 52.3K engagements
"Pay attention to what has happened to Bitcoin and the US Dollar since the spending bill discussions began. Markets know exactly what's coming next: $XX trillion in US Debt" @KobeissiLetter on X 2025-07-10 21:31:47 UTC 945.1K followers, 49K engagements
"Government bond liquidity has never been worse: The Bloomberg Government Bond Liquidity Index hit a record XXX points on Monday. A higher reading in this index means LESS liquidity for global bond markets. The index has DOUBLED over the last several months as government spending surged in the US and Japan. This means liquidity is now worse than during the 2008 Financial Crisis. As a result long-term government bonds are selling off with Japans 30Y bond yield hitting XXXX% the second-highest level since its debut in 1999. At the same time the 30Y Treasury yield is approaching XXXX% for the" @KobeissiLetter on X 2025-07-14 21:59:00 UTC 945.1K followers, 409.6K engagements
"BREAKING: Copper prices surge as much as +20% after President Trump imposes a XX% tariff on copper imports" @KobeissiLetter on X 2025-07-08 18:17:17 UTC 945.1K followers, 282K engagements
"@DOGE @elonmusk US deficit spending is clearly driving bond markets and has become a major macroeconomic headwind. Shifts in the economy are opportunity for investors. Want to see how we are trading it Subscribe below to access our premium analysis:" @KobeissiLetter on X 2025-07-10 14:34:57 UTC 945.1K followers, 50.6K engagements
"This was without a doubt President Trumps test to see how the market would react to firing Fed Chair Powell. After an instantly negative market reaction Trump now says in live comments: We are not planning on doing anything" @KobeissiLetter on X 2025-07-16 16:04:42 UTC 945.1K followers, 323.7K engagements
"BREAKING: President Trump says he has reached a trade deal with Indonesia" @KobeissiLetter on X 2025-07-15 13:57:35 UTC 945.1K followers, 189.7K engagements
"BREAKING: President Trump says "I am not thinking about extending the July 9th deadline." He also says "I doubt we'll have a deal with Japan."" @KobeissiLetter on X 2025-07-01 19:09:26 UTC 944.7K followers, 294.7K engagements
"The US Dollar remains the most dominant global currency: The US Dollar's share of global payments is now at XX% the highest in XX years according to SWIFT data. This percentage is TWICE as large as the Euro and XX times higher than the Chinese Yuan. The US Dollar is also involved in XX% of all foreign exchange (FX) transactions globally making it the most liquid and accessible currency in the world. Furthermore USD now accounts for XX% of all FX reserves nearly TRIPLE the Euro and gold. The US Dollar's also accounts for XX% of cross-border lending far above the Euros 30%. The Dollar's" @KobeissiLetter on X 2025-07-14 18:52:00 UTC 945.1K followers, 189.2K engagements
"However now the US is free to borrow to a record $XXXX trillion in debt. To put this into perspective at the start of 2020 the US had $XXXX trillion in debt. When the new limit is hit this will mark a $XXXX TRILLION increase since 2020. That's a +77% jump in US debt" @KobeissiLetter on X 2025-07-10 14:34:12 UTC 944.7K followers, 9742 engagements
"This week volatility in equities commodities and bonds will return. Volatility in 2025 remains an exceptional opportunity for traders. Want to see how we are trading it Subscribe to access our premium analysis and alerts at the link below:" @KobeissiLetter on X 2025-06-22 14:04:29 UTC 944.9K followers, 149.7K engagements
"Over the next XX years the US is projected to pay $13.8T in interest. That is: X. $40500/person X. 2x levels spent from 2005 to 2024 X. 4x Social Securitys cash deficit in next 10Y X. 5x the cost of XXX US weather and climate disasters since 1980 So what's the solution" @KobeissiLetter on X 2025-07-10 14:34:16 UTC 944.7K followers, 14.8K engagements
"BREAKING: Canada has delayed their retaliatory tariff plans on US steel and aluminum per Politico" @KobeissiLetter on X 2025-07-11 20:45:12 UTC 945.1K followers, 261.6K engagements
"US credit card delinquencies are surging: The share of credit card balances at large banks 30+ days past due reached XXXX% in Q1 2025 the third-highest in at least XX years. The share of balances 60+ and 90+ days past due hit XXXX% and XXXX% near record highs according to the Philadelphia Fed. Concerningly the net charge-off rate rose to XXXX% the highest since at least 2012. The share of credit card losses relative to total outstanding credit card loans at large banks has TRIPLED since Q3 2021. Meanwhile the average credit card rate just hit XXXXX% the highest on record. Americans are" @KobeissiLetter on X 2025-07-12 18:14:14 UTC 945.1K followers, 160.2K engagements
"Furthermore when we say Bitcoin has entered "crisis mode" this isn't necessarily a bearish call for other assets. In fact risky assets will continue to run higher as the short-term effects of more deficit spending are "bullish." The long-term effects certainly are not" @KobeissiLetter on X 2025-07-14 04:42:04 UTC 945.1K followers, 55.1K engagements
"To put this into perspective take a look at the chart below. Not even 2008 or 2020 saw a single rate cut of over XXX basis points. In March 2020 we saw an emergency cut of XXX bps or ONE THIRD of what Trump is calling for now. XXX bps is the largest single cut in history" @KobeissiLetter on X 2025-07-09 15:20:36 UTC 945.1K followers, 69.1K engagements
"What about housing Mortgage rates would fall from X% to X% into a market that has already seen prices rise +50% since 2020. We believe home prices would rise another 25%+. While mortgage rates would drop the surge in prices would undo any affordability improvements" @KobeissiLetter on X 2025-07-09 15:20:37 UTC 945.1K followers, 62.8K engagements
"The loss of confidence accelerated after this data: The Bank of Japan's unrealized losses from government bonds hit a record $XXX billion in Fiscal Year 2024. Paper losses have tripled from the previous years $XX billion. Unrealized losses are rising at a record pace" @KobeissiLetter on X 2025-07-15 01:29:01 UTC 945.1K followers, 14.8K engagements
"Bitcoin has reached a point where it is quite literally making new all time highs multiple times a day. Since the US House passed President Trump's "Big Beautiful Bill" on July 3rd Bitcoin is up +$15000. If the surge in gold prices didn't alert you Bitcoin should" @KobeissiLetter on X 2025-07-14 04:41:59 UTC 945.1K followers, 85.5K engagements
"Japanese government bond yields are surging: Japan's 30Y Government Bond Yield has jumped XX basis points over the last X days to XXXX% near a record high. At the same time 40Y Japanese Government Bond Yield rose XX basis points to XXXX% also close to an all-time high. This comes as investors grow increasingly concerned about Japans fiscal outlook and the possibility of more debt issuance in response to an economic downturn triggered by tariffs. Now long-term Japanese bond yields have doubled in just XX months. Meanwhile the US 30-year Treasury yield is up for the 4th straight day up XX basis" @KobeissiLetter on X 2025-07-08 14:16:09 UTC 945.1K followers, 132.6K engagements
"Truly incredible: Markets now see a BASE CASE of an additional $XX TRILLION being added to US debt by 2028. This would put total US debt at $XX trillion officially up +100% since 2020. On our current fiscal path US bankruptcy is simply a matter of time. Something must change" @KobeissiLetter on X 2025-07-08 17:47:50 UTC 945.1K followers, 345.8K engagements
"This keeps getting worse: Hayden Davis an insider behind the memecoin endorsed by Javier Milei $LIBRA said they made "more or less $XXX MILLION." Some insiders were reimbursed $5+ million while retail saw -$4.4 BILLION of market cap erased. What is happening here (a thread)" @KobeissiLetter on X 2025-02-17 14:55:56 UTC 945.1K followers, 1.4M engagements
"President Trump is now officially calling to Make Iran Great Again. Trump is suggesting that a regime change is needed to do so. Its going to be an interesting week" @KobeissiLetter on X 2025-06-22 21:03:23 UTC 945.1K followers, 206.7K engagements
"BREAKING: HP stock $HPQ falls over -XX% after missing earnings and guidance expectations claiming it was due to added cost from tariffs" @KobeissiLetter on X 2025-05-28 20:29:42 UTC 944.8K followers, 375.7K engagements
"BREAKING: S&P XXX futures fall nearly -XXX points as the selloff from todays session continues" @KobeissiLetter on X 2025-04-11 00:46:11 UTC 945K followers, 205.8K engagements
"Let's assume the XXX bps of rate cuts are applied to XX% of US debt held by the public per year. 5-year cumulative savings on interest expense could near $XXX trillion. But what about the costs A XXX bps rate cut would send shockwaves through the economy" @KobeissiLetter on X 2025-07-09 15:20:35 UTC 945.1K followers, 73.7K engagements
"BREAKING: Bitcoin ETF $IBIT has reached a record $XX BILLION in assets under management. Total assets have TRIPLED over the last XXX trading days per ZeroHedge. By comparison it took the largest gold ETF $GLD over XX years to reach the same milestone. $IBIT's Bitcoin holdings now also exceed 700000 for the first time in history. This is 100000 more than the total holdings of MicroStrategy $MSTR. Crypto markets aremakinghistory" @KobeissiLetter on X 2025-07-10 19:30:00 UTC 945.1K followers, 233.3K engagements
"Take a look at the date on this article when @ElonMusk said he was stepping away from DOGE. This aligns PERFECTLY with the sudden rally in Bitcoin which began on April XX and continues today. Elon stepping away from DOGE was the first sign of how bad this crisis truly is" @KobeissiLetter on X 2025-07-10 22:08:59 UTC 945.1K followers, 52.4K engagements
"BREAKING: Global central banks' net gold purchases reached XX tonnes in May the highest in X months. This marks the 24th consecutive net monthly purchase. Over the last year central banks have bought an average of XX tonnes of gold per month. Kazakhstan led the buying followed by Turkey Poland and Singapore. Furthermore XX% of central banks expect their gold reserves to increase over the next XX months according to a World Gold Council survey of XX central banks. Gold demand among central banks remains exceptionallystrong" @KobeissiLetter on X 2025-07-08 16:41:00 UTC 945.1K followers, 131.9K engagements
"US technology jobs are declining: Information Technology jobs in San Francisco and Northern Silicon Valley fell to 107700 in April the lowest since June 2020. Since August 2022 the industry has lost 25400 jobs or -19%. By comparison after the 2000 Dot-Com Bubble the tech industry lost XX% of its jobs in XX months and did not start to recover until 2011. Furthermore the Professional Scientific and Technical Services industries' jobs fell to 207800 in April the lowest since June 2020. Since June 2022 these industries have recorded 21600 job losses or -X% of the total. This brings the total job" @KobeissiLetter on X 2025-06-20 13:51:34 UTC 945.1K followers, 333.1K engagements
"BREAKING: President Trump says any company aligning with "Anti-American policies of BRICS" will be charged and additional XX% tariff. Trump adds "there will be no exceptions to this policy."" @KobeissiLetter on X 2025-07-07 02:34:07 UTC 944.4K followers, 321.9K engagements
"China is diversifying its currency reserves out of the US Dollar: The share of US Treasury Holdings in total Chinese FX reserves has declined by XX percentage points since 2016 to XX% near the lowest in at least XX years. Over the same period gold's share has risen X percentage points to a record 6.8%. This trend accelerated in 2022 and since then gold's share of Chinese reserves has doubled. Over this time China has acquired XXX tonnes of gold. Gold is more desired than ever" @KobeissiLetter on X 2025-06-26 16:47:00 UTC 945.1K followers, 397.5K engagements
"Yields are moving to new highs of the day despite this statement. The market is not buying the headlines yet" @KobeissiLetter on X 2025-07-11 19:21:46 UTC 945.1K followers, 83.3K engagements
"BREAKING: Bitcoin surges above $116000 for the first time in history. Once again Bitcoin knows whats coming next for the US Dollar deficit spending and the US economy" @KobeissiLetter on X 2025-07-10 21:23:36 UTC 945.1K followers, 288K engagements
"BREAKING: US Long-Term Treasury and Corporate Bond Funds have posted $XX billion in net outflows so far in Q2 2025 the most since the 2020 pandemic. This marks the 4th-largest quarterly outflow over the last XX years. By comparison long-dated US bond funds saw an average inflow of $XX billion in the previous XX quarters. These bond funds are commonly used by institutional investors and are used as a proxy for investor sentiment. Recent outflows continue to reflect growing concerns over deficit spending. The US debt crisis is real" @KobeissiLetter on X 2025-06-30 18:09:00 UTC 945.1K followers, 107.1K engagements
"Retail is going all-in on this market: Individual investors bought $XXXXX BILLION of single stocks and ETFs in the first half of 2025 the largest semi-annual net inflows on record according to Vanda Research. This exceeds the previous high of $XXXXX billion hit in the first half of 2021 at the peak of the meme stock frenzy. As a result average daily inflows reached $XXX BILLION up XXXX% YoY. Nvidia $NVDA Tesla $TSLA and Palantir $PLTR were the most actively traded stocks during this time. The average retail portfolio gained +6.2% over this period. Meanwhile total retail trading volume hit a" @KobeissiLetter on X 2025-07-13 17:50:54 UTC 945.1K followers, 179.3K engagements
"The global silver shortage: The price gap between New York silver futures and London spot prices widened to $XXXX per ounce. The last time silver experienced such a disconnect was in March when fears of US tariffs on silver pushed prices higher. At the same time lease rates the short-term borrowing cost of silver jumped to XXX% far above the usual near-zero level signaling a tightening market. According to TD Securities silver supplies are dangerously low and the amount of freely available silver in London is at its lowest level on record. As a result silver prices have surged +5% over the" @KobeissiLetter on X 2025-07-15 16:45:00 UTC 945.1K followers, 158.6K engagements
"Simultaneously Japan's Debt-to-GDP ratio recently exceeded XXX% for the first time in history. Their Debt-to-GDP ratio is roughly DOUBLE the United States. Ironically the US is currently on a far more unsustainable fiscal path. It's just early still" @KobeissiLetter on X 2025-07-15 01:29:02 UTC 945.1K followers, 30K engagements
"BREAKING: Bitcoin surges above $121000 for the first time in history. Bitcoin knows just how bad the US deficit spending crisis truly is. Keep watching Bitcoin" @KobeissiLetter on X 2025-07-14 03:45:55 UTC 945.1K followers, 394.3K engagements
"BREAKING: S&P XXX futures surge to a new record high now less than XX points way from crossing above 6300 for the first time in history" @KobeissiLetter on X 2025-07-15 01:55:12 UTC 945.1K followers, 177.9K engagements
"The icing on the cake As @ElonMusk forms the new "America Party" he has commented on Bitcoin. Elon Musk was asked if the "America Party" embrace Bitcoin. Musk responds "Fiat is hopeless so yes." He knows we are on an unsustainable fiscal path" @KobeissiLetter on X 2025-07-10 22:09:06 UTC 945.1K followers, 75.4K engagements
"BREAKING: President Trump sends out more tariff letters with the following tariff rates now announced: X. Brazil: XX% X. Myanmar: XX% X. Laos: XX% X. Cambodia: XX% X. Thailand: XX% X. Bangladesh: XX% X. Canada: XX% X. Serbia: XX% X. Indonesia: XX% XX. European Union: XX% XX. South Africa: XX% XX. Sri Lanka: XX% XX. Mexico: XX% XX. Bosnia: XX% XX. Algeria: XX% XX. Libya: XX% XX. Iraq: XX% XX. South Korea: XX% XX. Kazakhstan: XX% XX. Malaysia: XX% XX. Moldova: XX% XX. Tunisia: XX% XX. Brunei: XX% XX. Japan: XX% XX. Philippines: XX% These tariffs are set to go live on August 1st. President Trump" @KobeissiLetter on X 2025-07-12 13:26:22 UTC 945.1K followers, 408.2K engagements
"The market has barely reacted to any of these announced tariffs. On Monday we will see the market's reaction to the EU/Mexico tariffs announced today. For now the market believes these tariffs will not stick. Follow us @KobeissiLetter for real time analysis as this develops" @KobeissiLetter on X 2025-07-12 13:29:49 UTC 945.1K followers, 67K engagements
"Truly incredible: The S&P XXX in Bitcoin terms is now DOWN -XX% year-to-date. Since 2012 the S&P XXX in Bitcoin terms is down -99.98%. We are all witnessing history" @KobeissiLetter on X 2025-07-11 11:36:00 UTC 945.1K followers, 706.7K engagements
"BREAKING: June CPI inflation rises to XXX% above expectations of 2.6%. Core CPI inflation rises to XXX% below expectations of 3.0%. CPI inflation in the US is now up for 2-straight months for the first time since January 2025. The Fed pause will continue" @KobeissiLetter on X 2025-07-15 12:31:07 UTC 945.1K followers, 340.3K engagements
"The market knew today's announcement was coming: Over the last X days the odds of Fed Chair Powell "out as Fed Chair" in 2025 rose from XX% to XX% per Kalshi. This came with no news at all. Today the White House said that President Trump is "likely" going to fire Fed Chair Powell. The odds of Powell "out as Fed Chair" surged to a new high of XX% after the announcement. Keep watching the market" @KobeissiLetter on X 2025-07-16 15:46:59 UTC 945.1K followers, 76.9K engagements
"The US debt crisis is worse than ever before: In May the US Treasury posted a $XXX billion deficit the third largest ever recorded. Over the last XX months alone the budget gap has hit X% of GDP. This is even higher than during the 2001 or the 1980s recessions. Now there is a XX% chance of the debt ceiling being hiked again per @Kalshi. $XX trillion in US debt is on the horizon" @KobeissiLetter on X 2025-06-26 18:49:22 UTC 944.8K followers, 239.1K engagements
"BREAKING: The US Treasury posted a $XXX billion budget deficit in May the third-largest on record. This comes as total government outlays rose X% from YoY to $XXX billion per ZeroHedge. And while tariff revenue surged XXX% YoY to a record $XX billion it barely made a dent in the deficit. In the first X months of Fiscal Year 2025 the budget gap now stands at $XXXX trillion the third-largest in history. The 12-month federal deficit now stands at $XXX trillion or XXX% of GDP up from XXX% a year ago. The deficit spending crisis is worsening" @KobeissiLetter on X 2025-06-25 11:55:08 UTC 943.6K followers, 502.9K engagements
"This was followed by the public feud between Elon Musk and Trump. As the market began pricing-in the passing of President Trump's "Big Beautiful Bill" Bitcoin surged. This bill is projected to add up to $XXX TRILLION to US Debt if made permeant. Bitcoin knows this" @KobeissiLetter on X 2025-07-10 22:09:00 UTC 945.1K followers, 49.3K engagements
"US Regional Bank Stocks YTD: X. NY Community Bank $NYCB: -XX% X. Valley National Bank $VLY: -XX% X. Metropolitan Bank $MCB: -XX% X. HarborOne $HONE: -XX% X. Zions Bank $ZION: -XX% X. Western Alliance $WAL: -XX% X. Comerica Bank $CMA: -XX% X. Citizens Financial $CFG: -X% X. US Bank $USB: -X% This comes after New York Community bank which acquired the collapsed Signature Bank cut their dividend by 70%. They also posted a quarterly LOSS of $XXX million while a $XXX million GAIN was expected. Then NYCB announced a "material weakness in internal controls." Did regional banks ever really recover" @KobeissiLetter on X 2024-03-02 15:21:56 UTC 944.8K followers, 385.7K engagements
"Investors are piling into leveraged funds: Assets under management in US leveraged ETFs have hit a record $XXX BILLION. This has surpassed the previous high of $XXX billion set in February 2025. Total leveraged ETF AUM has DOUBLED over the last X years along with risk appetite. The rapid growth in leveraged trading began in 2020 following the largest stimulus programs in US history and continues today. Meanwhile over XX leveraged ETFs have launched so far this year. Risk appetite is atrecordlevels" @KobeissiLetter on X 2025-07-10 18:11:00 UTC 945.1K followers, 85.8K engagements
"@piliponful It's not about Trump. It's about the President calling for the first XXX basis point rate cut in US history. You can't make this up" @KobeissiLetter on X 2025-07-09 14:09:57 UTC 944.2K followers, 6340 engagements
"BREAKING: President Trump says the Epstein files are a made-up Democratic fabrication. This weekend President Trump asked Americans to not waste time and energy on Epstein" @KobeissiLetter on X 2025-07-15 17:56:52 UTC 945.1K followers, 209.9K engagements
"BREAKING: President Trump was just asked about deporting Elon Musk: Trump says he has to "take a look" and Elon Musk "could lose a lot more" than the EV mandate" @KobeissiLetter on X 2025-07-01 12:04:55 UTC 945.1K followers, 698.9K engagements
"Retail investors are increasingly driving the market: Retail's share of total single-stock trading volume has reached XX% the highest since at least 2018. This even surpasses the XX% recorded during the meme stock frenzy of 2020-2021. By comparison the average over the last few years has hovered around 10%. Individual investors top holdings are Nvidia $NVDA Apple $AAPL and Tesla $TSLA at $XXX billion $XXX billion and $XXX billion respectively. In other words retail investors own over $X trillion in just X stocks. Do not underestimate the power of retail" @KobeissiLetter on X 2025-07-16 14:04:00 UTC 945.1K followers, 70.8K engagements
"And the Fed has shifted hawkish with a "wait and see" approach. Today's Fed Minutes showed that multiple policymakers see zero interest rate cuts in 2025. This should also strengthen the US Dollar as higher for longer policy returns. But the exact opposite is happening" @KobeissiLetter on X 2025-07-10 22:09:04 UTC 943.7K followers, 28.8K engagements
"To make things worse the Bank of Japan owns XX% of all domestic government bonds. By comparison life insurers banks and pension funds hold XXXX% XXX% and XXX% respectively. The bonds crashing on fears of government collapse are mainly held by the government itself" @KobeissiLetter on X 2025-07-15 01:29:02 UTC 945.1K followers, 12.4K engagements
"@maddyb65 XXX bps rate cut is now settling. There has only ever been one XXX basis point cut in US history" @KobeissiLetter on X 2025-07-09 17:31:37 UTC 944.7K followers, 14.3K engagements
"Global economic growth is set to deteriorate: The World Bank lowered its global GDP outlook for 2025 by XXX percentage points to XXX% the lowest in X years. That would be the weakest growth in XX years outside of 2008 and 2020. Furthermore the US economy is expected to expand XXX% this year down from the XXX% projected earlier. Global growth in the first X years of this decade is on course to average XXX% the slowest for any decade since the 1960s. In total the World Bank downgraded forecasts for XX% of all economies. Global economic outlook is worsening" @KobeissiLetter on X 2025-07-05 18:33:54 UTC 945.1K followers, 157.6K engagements
"Is China dodging US tariffs China's exports to the US fell -XX% YoY in May representing a $XX billion decline in trade value. However the countrys total exports jumped +4.8% during the same period per official Chinese data. This comes as shipments to the Association of Southeast Asian Nations trade bloc and the EU surged +15% and +12% respectively. Furthermore $XXX billion of Chinas exports were rerouted via Vietnam in May a +30% YoY increase. Trade routed through Indonesia also saw a notable jump of +25% YoY. Meanwhile the US reached a trade deal with Vietnam last week that places a 40%" @KobeissiLetter on X 2025-07-07 20:02:18 UTC 945.1K followers, 244.2K engagements
"There it is: The 10Y Note Yield is officially back ABOVE XXXX% and less than XX basis points away from the April 10th high. Despite tariff delays trade deals tariff letters and record highs in stocks yields just keep on rising. Want lower rates Stop ignoring the deficit spending crisis" @KobeissiLetter on X 2025-07-11 14:37:31 UTC 945.1K followers, 224.5K engagements
"Hundreds of U.S. stocks are currently down -XX% or more from their all time highs. If you could only pick X stock to buy right now what would it be" @KobeissiLetter on X 2025-04-08 15:11:56 UTC 944.8K followers, 516.3K engagements
"The number of people voluntarily leaving their jobs dropped by 151000 in May to 704000 the lowest since November 2020. This marks the second-largest monthly decline since 2020. As a result job leavers as a % of total employment fell X percentage points to XXX% the lowest since May 2021. Over the last X months this percentage is down X points. In the past such a rapid decline has rarely occurred outside of recessions. In other words Americans are growing more cautious about changing jobs as hiring slows amid economic uncertainty. The job market isdeteriorating" @KobeissiLetter on X 2025-07-02 13:03:23 UTC 943.8K followers, 162.3K engagements
"BREAKING: US Treasury Secretary Bessent says Trump will be imposing April 2nd level tariffs on countries who do not reach trade deals with the US beginning August 1st. In other words President Trump has once again extended the tariff pause from July 9th to August 1st" @KobeissiLetter on X 2025-07-06 13:34:03 UTC 945.1K followers, 1.2M engagements
"BREAKING: Gold prices have officially crossed above $3000/oz for the first time in history" @KobeissiLetter on X 2025-03-13 21:37:21 UTC 944.8K followers, 808.7K engagements
"Shifts in the economy are opportunity for investors. As markets price-in the ongoing deficit spending crisis capital is rotating and major moves in asset prices. Want to see how we are trading it Subscribe below to access our premium analysis:" @KobeissiLetter on X 2025-07-14 04:42:13 UTC 945.1K followers, 103.1K engagements
"Just how broken is Japan's bond market Japan has a policy rate of XXXX% and a Debt-to-GDP of 250%+. Germany has a policy rate of XXXX% (4.5x higher) and a Debt-to-GDP of XX% (1/4). However 30Y Government Bonds in Germany and Japan both yield 3.1%. This does not add up" @KobeissiLetter on X 2025-07-15 01:29:05 UTC 945.1K followers, 10.1K engagements
"BREAKING: The S&P XXX officially rises above 6300 for the first time in history. This officially puts the index up +30% from its April 2025 low marking one of the best 3-month runs in history" @KobeissiLetter on X 2025-07-15 13:32:48 UTC 945.1K followers, 224.4K engagements
"In our discussions with institutional investors we have noticed a recurring theme. Family offices hedge funds and institutional capital more broadly speaking can no longer ignore Bitcoin. Even the "conservative" funds are looking to allocate X% of AUM to BTC" @KobeissiLetter on X 2025-07-14 04:42:03 UTC 945.1K followers, 58.8K engagements
"BREAKING: President Trump comments on Fed Chair Powell after the White House says he is likely to fire Powell: We are not planning on doing anything" @KobeissiLetter on X 2025-07-16 16:00:30 UTC 945.1K followers, 105.6K engagements
"The free fall continues: Today's drop in US stock market futures puts S&P XXX futures down -XX% and in bear market territory. The US stock market has now erased an average of $XXX billion PER TRADING DAY for 32-straight days. Is it time to BUY stocks yet (a thread)" @KobeissiLetter on X 2025-04-06 23:53:49 UTC 944.8K followers, 2.6M engagements
"The White House is now posting bull market memes:" @KobeissiLetter on X 2025-07-10 20:09:00 UTC 945.1K followers, 200.7K engagements
"BREAKING: Bitcoin surges above $118000 for the first time in history. Bitcoin is now officially up +60% from its April 2025 low" @KobeissiLetter on X 2025-07-11 09:32:02 UTC 945.1K followers, 297.6K engagements
"Our view on the XX% tariffs just announced on the EU and Mexico: The market will be little fazed by this announcement on Monday. In fact the market may end up closing green. Why do we say this It's clear that this is entirely a negotiating tactic by President Trump with a small chance that these tariffs even stick. Adding to this view an EU spokesperson just said that the US informed the EU in ADVANCE before this letter was sent. Furthermore markets had already been anticipating these tariffs heading into the weekend. The fact that these tariffs are likely to be utilized as a "bargaining" @KobeissiLetter on X 2025-07-12 14:15:12 UTC 945.1K followers, 402.7K engagements
"The reality is that the market knows what's next. The market has known for a long time as both gold and Bitcoin have surged over +100% since 2021. There is no end in sight for the US deficit spending crisis. Follow us @KobeissiLetter for real time analysis as this develops" @KobeissiLetter on X 2025-07-10 22:09:06 UTC 945.1K followers, 72.8K engagements
"Here we go again: The 30Y Note Yield just crossed back above XXXX% for the first time in a month. The 10Y Note Yield is nearing XXXX% and less than XX bps below levels seen when Trump paused tariffs for XX days in April. CPI inflation is back on the rise and Fed rate cuts are being priced-out. All while the US is flooding the bond market with supply to fund deficit spending. You can only ignore the bond market for so long" @KobeissiLetter on X 2025-07-15 15:00:57 UTC 945.1K followers, 234.3K engagements
"BREAKING: The 10Y Note Yield surges to XXXX% after the June jobs report crushes expectations. While the unemployment rate was expected to rise to XXX% it FELL to 4.1%. The bond market thinks Powell has even more of a reason to not cut rates here" @KobeissiLetter on X 2025-07-03 12:33:59 UTC 945.1K followers, 485.7K engagements
"MAJOR news from Iran: Iran's parliament officially approves CLOSING the Strait of Hormuz for the first time since 1972. If approved by Iran's top security body shipments of 20+ MILLION barrels of oil PER DAY will be impacted. What's next Let us explain. (a thread)" @KobeissiLetter on X 2025-06-22 14:04:23 UTC 945.1K followers, 6.6M engagements
"BREAKING: President Trump says Congress should investigate Fed Chair Powell" @KobeissiLetter on X 2025-07-08 16:46:32 UTC 945.1K followers, 172K engagements
"Used car prices are rising: Wholesale used vehicle prices rose +1.6% MoM in June hitting their highest level since Q2 2023. This also marks a +6.3% year-over-year surge driven by EVs and luxury price gains of +12.1% and +8.8% respectively. SUV prices followed with a +6.0% increase while non-EVs rose +5.6%. Prices for midsize cars and pickups climbed +2.8%. Since the June 2024 bottom used car values have rebounded steadily particularly as tariffs took effect. Inflationary in the auto market is back" @KobeissiLetter on X 2025-07-14 20:55:00 UTC 945.1K followers, 106.1K engagements
"BREAKING: xAI announces "Grok for Government" which will offer a suite of AI products for US Government customers. This includes a new contract from the US Department of Defense" @KobeissiLetter on X 2025-07-14 15:20:32 UTC 945.1K followers, 233.8K engagements
"Chinese state media reports that the call held between President Trump and Xi was at Trumps request" @KobeissiLetter on X 2025-06-05 12:55:01 UTC 944.6K followers, 255.2K engagements
"BREAKING: XXX US large companies went bankrupt in the first X months of 2025 the most in XX years. This is up from the XXX recorded last year and more than DOUBLE the number during the same period in 2022. In June alone XX companies filed for bankruptcy continuing a rapid monthly pace after XX filings in May. Industrials and consumer discretionary have led with XX and XX bankruptcies respectively followed by XX in healthcare. Bankruptcies are running atcrisislevels" @KobeissiLetter on X 2025-07-11 17:37:00 UTC 945.1K followers, 195.7K engagements
"It's interesting that Trump waited until markets were closed to announce these tariffs. Europe has vowed to respond to tariffs since the beginning of the trade war. Next week will be a very busy week. Follow us @KobeissiLetter for real time analysis as this develops" @KobeissiLetter on X 2025-07-12 13:28:40 UTC 945.1K followers, 62.1K engagements
"This is unusual: The S&P XXX was up as much as +90 points during today's session. Between 3:50 PM ET and 4:00 PM ET the S&P XXX fell -XX points without ANY major news. X minutes later Amazon $AMZN fell over -X% after reporting weaker than expected Q2 operating income guidance. Did someone know" @KobeissiLetter on X 2025-05-01 20:13:00 UTC 944.8K followers, 410.1K engagements
"Global fund managers are rushing into equities at a record pace: Fund managers' cash allocation has dropped to XXX% the second-lowest in XX years according to a BofA survey of XXX participants with $XXX billion in assets. This marks the third consecutive monthly decline since the XXX% recorded in April. Meanwhile the risk level in investor portfolios reached its highest level on record dating back to 2001. This comes as fund managers allocation to technology stocks saw its largest 3-month increase since 2009. Bullish investor sentiment has rarelybeenstronger" @KobeissiLetter on X 2025-07-15 19:16:00 UTC 945.1K followers, 129.7K engagements
"China is dealing with severe deflation: Chinas producer prices (PPI) dropped -XXX% YoY in June the sharpest decline since July 2023. This also marks the 33rd consecutive month of factory-gate deflation one of the longest streaks on record. Meanwhile the consumer price index (CPI) increased +0.1% YoY ending a four-month decline. However excluding precious metals CPI remained in deflation. Weak domestic demand overcapacity and price wars continue to weigh on prices. China's deflationary spiral isintensifying" @KobeissiLetter on X 2025-07-12 20:54:00 UTC 945.1K followers, 403.3K engagements
"President Trump claims he has brought down costs more than any president in recorded history" @KobeissiLetter on X 2025-07-09 02:35:38 UTC 945.1K followers, 150.2K engagements
"Key Events This Week: X. Markets React to EU/Mexico Tariffs - Monday X. June CPI Inflation data - Tuesday X. June PPI Inflation data - Wednesday X. June Retail Sales data - Thursday X. July MI Consumer Sentiment data - Friday X. Total of XX Fed speaker events this week Buckle up for another big week ahead" @KobeissiLetter on X 2025-07-13 15:22:35 UTC 945.1K followers, 200.7K engagements
"US small businesses are limiting their investments: The index of CapEx made by small firms over the last X months fell to XX points in June the lowest since the 2020 Pandemic. This marks the sharpest monthly decline since April 2020 according to NFIB. CapEx levels now match those seen during the 2008 Financial Crisis. Furthermore CapEx plans declined to XX points one of the lowest readings in X years. Hiring plans ticked up slightly to XX points but remain near their lowest since May 2020. Economic uncertainty is weighing heavily on smallbusinesses" @KobeissiLetter on X 2025-07-09 18:51:00 UTC 945.1K followers, 82K engagements
"BREAKING: The Dow officially turns positive erasing a -XXX point drop after President Trump announces XX% tariffs on Mexico and the EU" @KobeissiLetter on X 2025-07-14 13:48:50 UTC 945.1K followers, 190.6K engagements
"Amid the recent pullback in US Treasury Yields we posted these alerts for our premium members. We shorted $TLT and called for the 10Y Yield to hit 4.50%. We are nearly there and $TLT is down -X% from its recent high. Subscribe to access our alerts:" @KobeissiLetter on X 2025-07-15 01:29:04 UTC 945.1K followers, 11.1K engagements
"After hitting the debt limit of $XXXX trillion in January 2025 the Treasury began extraordinary measures to conserve cash. Then last week President Trump's "Big Beautiful Bill" was signed into law. This raised the debt ceiling from $XXXX trillion to $XXXX trillion" @KobeissiLetter on X 2025-07-10 14:34:11 UTC 944.7K followers, 11.9K engagements
"Investors are chasing unprofitable firms and meme stocks: XX of the XX Russell 3000 stocks that have TRIPLED since the April 8th market low are unprofitable companies according to Bespoke Investment Group. As of late June XXX money-losing stocks included in the index had rallied +36% on average surpassing returns of profitable companies. Avis Budget Group $CAR the car rental company that first gained meme stock status in 2021 has seen its shares rally +161%. Carvana $CVNA has seen its shares rise +108% over the same period. Meme stocks seem to be back" @KobeissiLetter on X 2025-07-08 13:16:42 UTC 945.1K followers, 122.7K engagements
"Does it get any more obvious than this Take a look at the YTD performance of Bitcoin and the US Dollar Index $DXY. There were two distinct points of divergence: April 9th after the 90-day tariff pause and July 1st as the "Big Beautiful Bill" was passed. It's beyond clear" @KobeissiLetter on X 2025-07-14 04:41:59 UTC 945.1K followers, 84.2K engagements
"Bitcoin and Gold knew this was coming months ago" @KobeissiLetter on X 2025-07-15 12:35:45 UTC 945.1K followers, 55K engagements
"This is incredible: The difference between Microsoft's 30Y bond yield $MSFT and the US 30Y Treasury yield is just XX basis points the lowest on record. The extra yield that investors demand to own Microsofts 30Y bond over 30Y US Treasuries is now down -XXX bps since 2020. This comes as the 30-year Treasury yield has risen by XXX bps over the last X years. Microsoft is now on track to have a lower credit risk than the US by as soon as next year. Meanwhile the 10-year annualized return in 15Y+ Treasuries dropped to -XXX% the lowest in history. Deficit spending is crushing the US bond market" @KobeissiLetter on X 2025-05-28 16:01:00 UTC 944.6K followers, 127.9K engagements
"BREAKING: The median US condo sale price declined -XXX% YoY in May to $354100 marking the second-largest decrease since at least 2012. The only time condo prices dropped by a larger amount was in April 2023 by -2.9%. Meanwhile condo sales plunged -XXXX% YoY the most since June 2024 and more than X TIMES the decline in sales of single-family homes which fell by -3.7%. Overall combined sales of condos and single-family homes fell to their lowest level for any May since 2020. This comes as there are XX% more condo sellers than buyers in the market according to Redfin. We are seeing some early" @KobeissiLetter on X 2025-07-13 20:37:39 UTC 945.1K followers, 165.2K engagements
"The tariff letters continue: President Trump imposes a XX% tariff on Tunisia beginning August 1st" @KobeissiLetter on X 2025-07-07 20:32:31 UTC 945.1K followers, 138.6K engagements
"BREAKING: US financial conditions are now the easiest since September 2024. By comparison financial conditions were slightly restrictive in the 2nd week of April. Recent easing has largely been driven by a weaker US dollar and hopes of rate cuts. Supporting this view the Goldman Sachs Financial Conditions Index adjusted for inflation has fallen to near its lowest level since 2022. US markets are already pricing-in rate cuts" @KobeissiLetter on X 2025-07-08 19:19:00 UTC 945.1K followers, 110.2K engagements
"What is happening in Japan Treasury yields in Japan have silently surged to new RECORD highs with the 30Y Yield hitting XXXX% today. Japan's 30Y government bonds have LOST -XX% of their value since 2019. Is it too late for Japan to rescue its economy (a thread)" @KobeissiLetter on X 2025-07-15 01:29:00 UTC 945.1K followers, 824.4K engagements
"BREAKING: An investor group led by @ElonMusk is making a $XXXX billion bid to buy OpenAI per WSJ" @KobeissiLetter on X 2025-02-10 20:45:01 UTC 945K followers, 716.6K engagements
"BREAKING: Nvidia $NVDA says the US government has banned them from selling H20 chips to China "for the indefinite future." Nvidia says this will come with a $XXX billion charge to Q1 earnings. The stock is down over -X% on the news" @KobeissiLetter on X 2025-04-15 21:42:03 UTC 945K followers, 2M engagements
"BREAKING: Oil prices surge toward $70/barrel as loud explosions are heard in Irans capital" @KobeissiLetter on X 2025-06-13 00:03:53 UTC 945.1K followers, 172.1K engagements
"You cant make this up: President Trump just issued a handwritten note to Fed Chair Powell. The note calls Powell too late and shows how US rates should be here pointing at other countries rates. Trump says we should be paying X% interest or better. Are X% rates coming" @KobeissiLetter on X 2025-06-30 17:15:35 UTC 945.1K followers, 1M engagements
"PRESIDENT TRUMP ON "EARTH SHATTERING" ANNOUNCEMENT TO COME: "It is not about trade it's about something else. a positive development for this country." The announcement will take place "sometime within the next few days."" @KobeissiLetter on X 2025-05-06 21:41:19 UTC 943.8K followers, 1M engagements
"BREAKING: Prediction markets now see a BASE CASE of Bitcoin hitting $141000 by the end of 2025 per @Kalshi. Bitcoin just crossed $115000 for the first time in history and is up over +50% since its April low" @KobeissiLetter on X 2025-07-10 21:34:53 UTC 945.1K followers, 203.9K engagements
"As we have already stated the only solution is to cut spending. We cannot raise revenue at the rate that spending is rising. This is what @DOGE and @ElonMusk attempted. However under the new spending bill the US deficit will likely grow by 18x DOGE's current savings" @KobeissiLetter on X 2025-07-10 14:34:17 UTC 944.5K followers, 15.5K engagements
"The founder of Bitcoin is now the 12th richest person in the world" @KobeissiLetter on X 2025-07-13 04:35:33 UTC 945.1K followers, 398.5K engagements
"President Trump posts a massive paragraph about Elon Musk: Trump says he is "saddened to watch Elon Musk go completely off the rails essentially becoming a train wreck over the past X weeks." Trump adds that "third political parties. have never succeeded in the US."" @KobeissiLetter on X 2025-07-06 22:32:29 UTC 945.1K followers, 300.1K engagements
"Meanwhile the USD is trading at its lowest since March 2022. The USD fell -XXXX% in the first half of 2025 its worst start to a year since 1973. Not even 1986 amid severe inflation saw the US Dollar fall like it is now. And here's where it gets even more interesting" @KobeissiLetter on X 2025-07-10 22:09:03 UTC 945.1K followers, 36K engagements
"BREAKING: Nvidia stock $NVDA surges to a record $170/share in overnight trading after announcing H20 chip sales to China will resume. Nvidia also announces a fully compliant GPU for China. This company just keeps on evolving" @KobeissiLetter on X 2025-07-15 02:05:39 UTC 945.1K followers, 498.2K engagements
"BREAKING: President Trump calls for an unprecedented XXX basis point Fed interest rate cut. By comparison the largest ever individual Fed rate cut was XXX basis points in March 2020" @KobeissiLetter on X 2025-07-15 14:10:22 UTC 945.1K followers, 272.1K engagements
"This is absolutely insane: Since DOGE began discussing mass layoffs the median home price in Washington DC has FALLEN by -$139000. In XX days nearly 4000 homes have been listed for sale in and around Washington DC. What is happening Let us explain. (a thread)" @KobeissiLetter on X 2025-02-15 17:28:18 UTC 945.1K followers, 9.6M engagements
"Heading into the weekend estimates of insurance losses were high but not likely to exceed $10-15 billion. Now estimated losses are up to $XX BILLION for insurers. This is XX% more than the inflation adjusted value of the previous most expensive wildfire in US history" @KobeissiLetter on X 2025-01-12 21:45:41 UTC 943.6K followers, 62.1K engagements
"Furthermore as we have said for 5+ years the US simply cannot survive on its current fiscal path. The debt ceiling was just raised by $X trillion to $XXXX trillion and we are nearing $XX trillion now. We think the $XXXX trillion debt ceiling will be hit in under X years" @KobeissiLetter on X 2025-07-10 22:09:05 UTC 943.7K followers, 29.5K engagements
"@DOGE @elonmusk Lastly watch gold prices and central bank gold purchases. China's gold holdings are up from XXX% to XXX% of reserves since 2015 while US Treasury holdings have HALVED from XX% to 22%. The world is watching. Follow us @KobeissiLetter for real time analysis as this develops" @KobeissiLetter on X 2025-07-10 14:37:48 UTC 945.1K followers, 46.4K engagements