[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](/creator/twitter/KobeissiLetter) "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 945.5K 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 946.7K 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 946.7K 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 946.7K followers, 92.3K 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 946.7K followers, 232K 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 946K followers, 396.1K 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 946.7K followers, 332.4K 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 946.7K followers, 55.6K 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 946.6K followers, 476.4K 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 946K followers, 4205 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 945.5K 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 945.6K followers, 465.8K 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 946.7K followers, 268.4K 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 946.4K followers, 134.5K 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 946.1K followers, 80.7K 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 946.1K 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 946.7K followers, 146.2K 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 946.7K followers, 280.2K 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 946.7K followers, 267.9K 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 946.7K followers, 231.6K 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 946.1K followers, 128.6K 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 945.6K followers, 2.2M 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 945.4K 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 946.7K followers, 131.8K 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 946.5K 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 945.8K followers, 508.1K engagements "WOW. Complete freefall in crypto as President Trump kicks off a US trade war with the EU. Bitcoin now below $84000 for the first time since November 11th. The post-election Bitcoin rally has been erased"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1894819795054276886) 2025-02-26 18:40:17 UTC 946.6K followers, 647.3K 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 945.3K followers, 40.5K engagements "We are seeing similar effects in Ripple as well as relative strength in Bitcoin. Bitcoin is officially back at $120000 and has now added +$900 BILLION of market cap since the April low. After months of lagging Ethereum and Ripple are finally catching up to Bitcoin"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1946036815225393278) 2025-07-18 02:38:27 UTC 946.7K followers, 38.8K 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 945.4K 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 946.5K followers, 55.7K engagements "BREAKING: President Trump is a seeking a 15%-20% minimum tariff on goods from the European Union per FT"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1946244981993119774) 2025-07-18 16:25:37 UTC 946.7K followers, 164.2K 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 946.7K followers, 545K 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 945.4K 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 946.5K followers, 149.6K 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 946.7K 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 946.7K followers, 316.1K 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 946.7K followers, 419.9K engagements "Chinese gold demand is skyrocketing: Chinese gold ETF demand hit a record XX tonnes in Q2 2025 up from XX tonnes in Q1. This brings total H1 2025 demand to XX tonnes an all-time high. As a result total ETF holdings jumped +74% YoY to XXX tonnes. Meanwhile Chinas central bank added +2 tonnes in June lifting official reserves to a record 2299 tonnes. Furthermore Goldman Sachs estimates that China unofficially bought XX tonnes in May on the London market X times the officially reported figure. Chinas appetite for gold has never been stronger"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1945935285302276468) 2025-07-17 19:55:00 UTC 946.7K followers, 123K 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 946.7K followers, 211.4K 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 946.7K followers, 1.1M engagements "BREAKING: The total market cap of crypto has officially crossed above $X trillion for the first time in history"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1946052054361018752) 2025-07-18 03:39:00 UTC 946.7K followers, 301.9K 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 946.7K followers, 70.4K engagements "BREAKING: President Trump says the WSJ printed a fake letter which they claim Trump sent to Epstein. Trump says he is suing Rupert Murdoch and his third rate newspaper"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1946027094917460187) 2025-07-18 01:59:49 UTC 946.7K followers, 146.7K 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 946.2K followers, 354.8K 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 945.4K followers, 249.1K 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 946.6K followers, 52.3K 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 946.7K 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 946.7K followers, 271.9K engagements "Furthermore markets are now pricing-in a massive report from FT today. President Trump is set to sign an executive order as soon as this week allowing 401k retirement plans to invest in crypto. This would be one of the most bullish developments in crypto history"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1946036822070399289) 2025-07-18 02:38:28 UTC 946.7K followers, 33.1K 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 946.5K followers, 17.3K 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 945.3K 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 946.7K followers, 256K 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 946.4K followers, 194.9K 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 946.1K followers, 54.1K engagements "BREAKING: President Trump says he has asked Attorney General Pam Bondi to produce any and all pertinent Grand Jury testimony after the ridiculous amount of publicity given to Jeffrey Epstein"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1946016240977301582) 2025-07-18 01:16:41 UTC 946.7K followers, 129.4K 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 946.7K followers, 118.5K 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 946.7K 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 946.3K followers, 149.6K 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 946.7K followers, 47.7K 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 946.7K followers, 219.2K 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 946.3K followers, 77.2K 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 946.7K followers, 173.4K 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 946.7K followers, 287.6K 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 946.7K followers, 256.2K 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 946.7K followers, 68.9K 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 946.7K followers, 294.7K 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 946.7K followers, 503.5K 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 946.7K followers, 94.1K 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 946.7K followers, 1M 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 946.7K followers, 422K 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 946.5K 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 946.7K followers, 694.9K 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 946.7K followers, 64.5K 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 946.5K followers, 210.8K 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 946K 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 946.7K 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 946.7K followers, 512.5K 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 946K followers, 107.4K 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 945.4K followers, 70.1K engagements "BREAKING: Block stock $XYZ surges over +10% on news that it will be joining the S&P 500"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1946321409199788481) 2025-07-18 21:29:19 UTC 946.7K followers, 157.1K 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 945.4K followers, 53.8K 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 946.7K followers, 122.7K 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 946.7K followers, 917.9K 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 946.7K followers, 339.7K 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 946.7K followers, 292.8K 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 946.7K followers, 698.6K 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 946K followers, 114.2K engagements "Technology stocks have never been bigger: Technology ETFs share of total market Assets Under Management (AUM) is now at a record 42%. The tech market's share has DOUBLED over the last X years. This comes as investors have poured $XX billion into these funds over the last XX months. Rolling 12-month net inflows into tech ETFs have consistently hovered between $19$26 billion for the past XX months. This suggests that investor allocation in tech stocks is sitting at record highs. Bullish sentiment is throughtheroof"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1946199781048807804) 2025-07-18 13:26:01 UTC 946.7K followers, 88.3K 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 946.6K followers, 762.6K 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 946.7K followers, 52.8K 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 946.7K followers, 435K 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 946.7K 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 946.7K followers, 834.8K 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 945.6K 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 945.6K followers, 2741 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 946.7K followers, 665.1K 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 946.7K followers, 508.7K 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 946.3K followers, 302.5K 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 946.7K followers, 287.1K 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 946.7K followers, 371.9K 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 946.6K 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 946.7K followers, 218.7K 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 946.7K followers, 86.4K 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 946.7K followers, 473.7K 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 946.6K followers, 258.4K 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 946.7K followers, 222.6K 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 946.7K followers, 299.8K engagements "BREAKING: Eric Trump has reportedly confirmed that US based crypto projects will benefit from a X% capital gains tax per TheStreet. Non-US based crypto projects will reportedly face a XX% capital gains tax"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1883350923805868080) 2025-01-26 03:07:05 UTC 946.1K followers, 426.7K 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 946.7K followers, 70.7K 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/1943422200595571195) 2025-07-10 21:28:54 UTC 945.5K followers, 53.3K 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 945.7K followers, 57.8K 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 946.7K followers, 142.2K 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 946.7K followers, 595.5K 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 946.5K followers, 10.5K 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 945.5K 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 946.7K 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 946.7K followers, 124.4K 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 946.7K followers, 330.6K 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 946.7K followers, 180.9K 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 946.7K followers, 130.6K engagements "This move would make the currently archaic system far more modern. For years crypto could only be bought through proxies in 401k accounts. This is the next step in accelerating the crypto revolution. Follow us @KobeissiLetter for real time analysis as this develops"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1945952910396793070) 2025-07-17 21:05:02 UTC 946.7K followers, 70.7K 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 946.7K followers, 217.9K engagements "US firms are retreating from China: A record XX% of US companies do not plan on making new investments in China according to a survey by the US-China Business Council. This is a significant increase from the XX% posted last year. The survey covers major US multinationals over XX% of which generated at least $X billion in revenue in China last year. Additionally XX% of firms said they moved or plan to move some operations out of China the most since at least 2016. This percentage has TRIPLED over the last X years. Trump's trade war is reshaping the global economy"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1945955921030684832) 2025-07-17 21:17:00 UTC 946.7K followers, 116.8K 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 946.7K followers, 195.1K 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 946.7K followers, 247.4K 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 946.2K 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 946.7K followers, 143K 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 946.7K followers, 108.5K 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 945.7K 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 946.7K followers, 152.9K 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 946.7K followers, 153.2K 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 945.3K followers, 429.5K 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 946.7K followers, 4.3M 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 946.7K followers, 91.7K 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 946.7K followers, 303.4K 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 946.6K followers, 186.8K 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 946.6K followers, 852.2K engagements "BREAKING: The US is set to impose a XXXX% tariff on battery material from China"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1945899467267362857) 2025-07-17 17:32:40 UTC 946.7K followers, 379.9K 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 946.7K 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 946.7K 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 946.4K followers, 90.5K 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 945.7K followers, 280.2K 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 946.7K followers, 287.1K 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 945.5K 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 946.7K followers, 54.2K 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 945.4K 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 946.5K 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 945.8K 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 946.7K followers, 226.9K 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 946.7K followers, 159.3K 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 946.7K followers, 99.2K 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 946.7K followers, 671.5K 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 946.7K followers, 200.9K 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 946.2K followers, 345.1K engagements "Millions of Americans now work multiple jobs to pay for basic necessities: The number of multiple jobholders jumped 282000 in June to near a record XXXX million. This figure surpasses the 2008 peak by 800000 people. As a share of employment multiple jobholders rose to XXX% the third-highest in XX years. At the same time Americans working primary full-time and secondary part-time jobs surged by 133000 to XXXX million one of the highest levels in history. As a share of employment this metric sits at XXX% in line with the 2008 Financial Crisis peak. Affordability in America is rapidly declining"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1945857311429529743) 2025-07-17 14:45:09 UTC 946.7K followers, 224.1K 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 946.7K followers, 1.8M 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 946.7K followers, 372K 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 945.9K 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 945.8K followers, 167.7K 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 946.7K followers, 346K 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 946.7K 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 946.6K followers, 260.5K 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 946.2K followers, 301.9K 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 946.7K followers, 991.6K 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 946.7K followers, 199.3K 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 946.7K followers, 143.3K 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 946.7K followers, 413.3K 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 946.7K followers, 282.3K 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 945.8K followers, 50.7K 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 946.7K followers, 424.3K 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 946.7K followers, 191.9K 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 946.4K 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 946.7K followers, 190.7K engagements "President Trump's World Liberty Financial has been buying Ethereum. In fact less than XX hours ago transaction logs showed a $X million purchase. This has added fuel to the already raging short-squeeze fire. Much of these shorts were institutional capital"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1946036808023675032) 2025-07-18 02:38:25 UTC 946.7K followers, 47.8K 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 946.4K followers, 149.7K 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 946.7K followers, 261.8K 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 946.7K followers, 160.7K 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 946.3K followers, 55.2K 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 945.9K followers, 69.2K 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 946.1K followers, 62.8K engagements "BREAKING: May PCE inflation the Fed's preferred inflation measure rises to XXX% in-line with expectations of 2.3%. Core PCE inflation rises to XXX% above expectations of 2.6%. PCE inflation is now rising for the first time since February 2025. The Fed pause will continue"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1938575712757133319) 2025-06-27 12:30:41 UTC 946.6K followers, 243.6K 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 946.7K followers, 15K engagements "And it get's even more interesting: Heading into July 1st Blackrock's ETF added Ethereum on XX of the previous XX days per Zerohedge. Yet prices were DOWN because of the sudden surge in leveraged short exposure as noted in the above post. Someone knew this was coming"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1946036810603196917) 2025-07-18 02:38:25 UTC 946.7K followers, 44.2K engagements "The craziest part about the Ethereum rally: While Ethereum is now up +147% in X months take a look at the Ethereum to Bitcoin ratio. Relative to Bitcoin Ethereum was nearly X TIMES larger in September 2023. In September 2022 X Bitcoin would buy XX Ethereum; now it buys XX Ethereum. Is the Ethereum rally just getting started"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1946224441517826442) 2025-07-18 15:04:00 UTC 946.7K followers, 378.1K 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 946.6K followers, 85.7K 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 946.7K followers, 132.8K 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 946.7K followers, 346K 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 946.7K 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 946.3K 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 946.5K followers, 375.7K engagements "WOW. The SEC just said that meme coins are generally NOT considered securities under US federal law. They also said that meme coins have "limited or no use" and do not need to be registered with the SEC. This is a MASSIVE statement by the SEC"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1895224651414151188) 2025-02-27 21:29:03 UTC 946.5K followers, 773.5K 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 946K 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 946K 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 946.7K followers, 233.8K 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 946.5K followers, 52.5K 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 945.8K followers, 132K engagements "This is concerning: XX% of US consumers now expect higher unemployment within the next XX months the highest since 2020. Over the last X months this percentage has spiked by XX points according to the NY Fed. This marks the second-largest 2-month jump in the history of the survey. Furthermore consumers perceived probability of losing a job within a year jumped to XXXX% the highest since September 2020. This is yet another survey showing lack of confidence in the labor market. Pessimism over the job market isskyrocketing"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1923430482881986831) 2025-05-16 17:28:57 UTC 945.5K followers, 95.7K 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 945.3K 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 946.7K followers, 83.5K 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 946.7K followers, 288.5K 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 946.6K 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 946.7K followers, 180.1K 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 946.7K followers, 175.4K 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 946.5K followers, 31.4K engagements "BREAKING: President Trump says he has filed a defamatory lawsuit against everyone involved in publishing the WSJ article containing a letter that was claimed to be sent to Epstein by Trump"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1946343288157458560) 2025-07-18 22:56:15 UTC 946.7K followers, 109.4K 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 946.7K followers, 395.6K 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 946.7K followers, 179.2K engagements "China is panicking: Last week ALONE China ETFs saw $X billion of outflows marking the largest weekly outflow in history. Despite deploying pandemic-like stimulus recent data suggests that China's economy is WORSENING. Is China entering an economic depression (a thread)"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1859958576653197337) 2024-11-22 13:54:15 UTC 945.3K followers, 496.7K engagements "Hedge funds are becoming more bearish on the US Dollar: Net speculative exposure on the US Dollar has dropped to -XX points the second-lowest level in X years. This is a sharp reversal from the +35 points seen in January the most bullish positioning in X years. This comes as the US Dollar index has declined -XXX% year-to-date to near its lowest since April 2022. Across major currencies the Euro has gained the most during this time at XXX% followed by the Swiss Francs surge of XXX% the Japanese Yens jump of XXX% and the British Pound's increase of 6.3%. Currencies are seeing extreme volatility"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1922331755614503175) 2025-05-13 16:43:00 UTC 945.5K followers, 74.1K 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 945.9K followers, 75.5K 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 946.7K followers, 409.6K 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 946.4K followers, 67.2K engagements "BREAKING: Coinbase stock $COIN reaches a new all time high for the first time since its IPO in 2021"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1946206100925112606) 2025-07-18 13:51:07 UTC 946.7K followers, 161.9K 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 946.7K followers, 709.6K 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 946.7K followers, 344.7K 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 946.7K followers, 94.6K engagements "BREAKING: April CPI inflation FALLS to XXX% below expectations of 2.4%. Core CPI inflation was XXX% in-line with expectations of 2.8%. This marks the 3rd straight monthly decline in headline inflation. Inflation continues to cool down despite the trade war"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1922268438912798730) 2025-05-13 12:31:24 UTC 945.7K followers, 470.8K 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 945.8K 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 946.7K followers, 503.2K 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 946.3K followers, 49.4K 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 946.5K followers, 85.9K 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 946.2K followers, 6350 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 946.7K followers, 211.9K 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 946.7K followers, 699.2K 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 946.7K followers, 83.8K 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 946.7K followers, 12.5K 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 946.7K followers, 157.7K 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 946.7K followers, 244.6K 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 946.7K followers, 224.8K 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 946.7K followers, 516.3K 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 946.7K followers, 1.2M engagements "BREAKING: President Trump says "we have created a very powerful industry" regarding crypto. He also says "if we didn't have crypto China would" and that Bitcoin "takes pressure off" of the US Dollar"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1938636092472693216) 2025-06-27 16:30:37 UTC 946.6K followers, 267.4K 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 945.8K 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 946.7K followers, 103.5K 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 946.7K followers, 10.2K engagements "BREAKING: President Trump is set to sign an executive order as soon as this week that would allow 401k retirement plans to invest in crypto. This opens $X TRILLION worth of capital for alternative investments like crypto gold and private equity"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1945952334778884468) 2025-07-17 21:02:45 UTC 946.7K followers, 898.5K 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 946.7K followers, 228.8K 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 946.7K followers, 59K 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 946.7K followers, 135K engagements "Lastly don't forget about the biggest bullish driver of crypto: the US deficit spending crisis. Not only is Bitcoin up +55% since April but the USD is down -XX% YTD. The USD is in an eternal bear market. Follow us @KobeissiLetter for real time analysis as this develops"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1946036834586317164) 2025-07-18 02:38:31 UTC 946.7K followers, 71.9K 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 946.2K followers, 2.6M engagements "BREAKING: President Trump was just asked about today's stock market drop. His response: "I have not seen it.""  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1910386907735089524) 2025-04-10 17:38:26 UTC 946.6K followers, 260.9K engagements "TRUMP: Im not too much in the mood to negotiate with Iran. Just hours ago Trump proposed a last ditch effort meeting for a peace deal with Iran. We are set for a crucial next XX hours"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1934900995818926084) 2025-06-17 09:08:40 UTC 946.7K followers, 239.6K 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 946.7K followers, 201K 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 946.7K followers, 297.9K 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 946.7K followers, 403.6K 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 946.1K followers, 72.9K 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 946.7K followers, 238.6K 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 946.7K 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 945.6K 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 946.7K followers, 106.7K 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 946.7K followers, 239K 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 945.4K 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 946.7K followers, 196.2K 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 946.5K followers, 62.2K 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. Last week we raised our target to $120000+ which was just hit. Subscribe below to access our alerts:"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1946036818316505213) 2025-07-18 02:38:27 UTC 946.7K followers, 36.5K engagements "On top of this the US House passed all three major Bitcoin and crypto bills this week: X. Clarity Act X. Genius Act X. Anti-CBDC Act The biggest win for crypto is that it now has bipartisan support. Candidates who do not embrace crypto are no longer able to win elections"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1946036827598499980) 2025-07-18 02:38:29 UTC 946.7K followers, 30.3K 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 946.7K 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 946.7K followers, 132.8K 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 946.7K followers, 404.4K 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 946.7K followers, 202K 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 946.5K followers, 82.1K 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 946.7K followers, 191.2K 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 945.8K followers, 11.2K engagements "Ethereum is making HISTORY: We are currently witnessing one of the LARGEST short squeezes in crypto history. Ethereum has added +$150 BILLION in market cap since July 1st days after net SHORT exposure hit record highs. What's happening Let us explain. (a thread)"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1946036784263008257) 2025-07-18 02:38:19 UTC 946.7K followers, 1.5M engagements "As we look ahead we believe the themes driving crypto higher will result in major macroeconomic shifts. This is redefining the way markets are operating. Want to see how we are capitalizing on it Subscribe to access our premium analysis below:"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1946036832262623502) 2025-07-18 02:38:31 UTC 946.7K followers, 74.8K 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 946.7K followers, 85.3K 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 946.7K followers, 55.6K 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 946.5K 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 946.7K followers, 165.6K engagements "As of Q1 2025 there are a whopping $XXX TRILLION in US 401Ks. To put this into perspective the total market cap of crypto is currently $XXX trillion. This means capital worth XXX TIMES more than the entire crypto market will soon have access to crypto. This is historic"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1946036825560113644) 2025-07-18 02:38:29 UTC 946.7K followers, 34.3K 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 946.5K followers, 110.2K engagements "Is Japan falling into a recession Japanese exports fell -XXX% YoY in June marking the 2nd consecutive monthly decline. This was driven by a sharp drop in car and steel shipments which fell -XX% and -XX% respectively. The decline in auto exports was likely due to aggressive price cuts by Japanese carmakers responding to US tariffs. The export slump raises the risk that Japans economy may have entered a technical recession. This comes after Japan's economy contracted -XXX% in Q1 2025 and yields are surging. Japan is likely heading into a recession"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1945920437306961927) 2025-07-17 18:56:00 UTC 946.7K followers, 94.2K engagements "BREAKING: The semiconductor sector now reflects a record XX% of total US market cap. This percentage has TRIPLED since 2019 fueled by explosive growth in semiconductor stocks. During this time the Semiconductor Index $SOX has surged +393% more than DOUBLE the S&P 500s gain of +150%. NVIDIA $NVDA alone has risen +5100%. For context the sector's share was at X% at the peak of the 2000 Dot-Com Bubble. Truly a historic run"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1945896782296183012) 2025-07-17 17:22:00 UTC 946.7K followers, 96.2K 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 946.7K followers, 837.9K 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 945.8K 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 946.7K followers, 2M engagements "Take a look at the chart below: Heading into July net leverage shorts on Ethereum hit a record high per Zerohedge. In fact net short exposure was XX% ABOVE levels seen in February 2025. As a result Ethereum has surged +70% in less than one month. But that's not all"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1946036787710759029) 2025-07-18 02:38:20 UTC 946.7K followers, 51.6K 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 946.7K 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 946.1K 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 946.7K followers, 204.1K 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 946.7K followers, 400.5K 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 945.4K followers, 300.2K 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 945.4K followers, 36K engagements "BREAKING: Lucid Motors stock $LCID surges +50% after Uber announces $XXX million investment for Robotaxi partnership"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1945825849833316619) 2025-07-17 12:40:08 UTC 946.7K followers, 300.7K 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 946.7K followers, 503.2K 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 946.7K followers, 275.1K 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 946.7K followers, 9.6M 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 945.8K followers, 46.5K engagements "BREAKING: Foreign investor holdings of US Treasuries jumped +$32.4 billion in May to $XXXX TRILLION the second-highest on record. The increase almost fully reversed Aprils decline of -$36.0 billion. Foreigners now own XXXX% of the US Treasury market the highest share since June 2022. Canada was the biggest buyer adding a net $XXXX billion and bringing its total holdings to a record $XXX billion. Japan the largest holder increased its holdings by $XXX million to $XXXX trillion the highest since March 2024. The second-largest the UK bought $XXX billion lifting its holdings to a record $809.4"  [@KobeissiLetter](/creator/x/KobeissiLetter) on [X](/post/tweet/1946278286310449392) 2025-07-18 18:37:58 UTC 946.7K followers, 76.8K engagements
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@KobeissiLetter
"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 945.5K 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 946.7K 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 946.7K 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 946.7K followers, 92.3K 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 946.7K followers, 232K engagements
"BREAKING: President Trump says Fed Chair Powells termination cannot come fast enough" @KobeissiLetter on X 2025-04-17 11:20:45 UTC 946K followers, 396.1K 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 946.7K followers, 332.4K 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 946.7K followers, 55.6K 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 946.6K followers, 476.4K 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 946K followers, 4205 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 945.5K 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 945.6K followers, 465.8K 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 946.7K followers, 268.4K 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 946.4K followers, 134.5K 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 946.1K followers, 80.7K 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 946.1K 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 946.7K followers, 146.2K 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 946.7K followers, 280.2K engagements
"BREAKING: President Trump issues a statement on his XX% tariff on copper:" @KobeissiLetter on X 2025-07-10 00:30:30 UTC 946.7K followers, 267.9K 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 946.7K followers, 231.6K 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 946.1K followers, 128.6K 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 945.6K followers, 2.2M 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 945.4K 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 946.7K followers, 131.8K 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 946.5K 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 945.8K followers, 508.1K engagements
"WOW. Complete freefall in crypto as President Trump kicks off a US trade war with the EU. Bitcoin now below $84000 for the first time since November 11th. The post-election Bitcoin rally has been erased" @KobeissiLetter on X 2025-02-26 18:40:17 UTC 946.6K followers, 647.3K 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 945.3K followers, 40.5K engagements
"We are seeing similar effects in Ripple as well as relative strength in Bitcoin. Bitcoin is officially back at $120000 and has now added +$900 BILLION of market cap since the April low. After months of lagging Ethereum and Ripple are finally catching up to Bitcoin" @KobeissiLetter on X 2025-07-18 02:38:27 UTC 946.7K followers, 38.8K 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 945.4K 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 946.5K followers, 55.7K engagements
"BREAKING: President Trump is a seeking a 15%-20% minimum tariff on goods from the European Union per FT" @KobeissiLetter on X 2025-07-18 16:25:37 UTC 946.7K followers, 164.2K 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 946.7K followers, 545K 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 945.4K 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 946.5K followers, 149.6K 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 946.7K 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 946.7K followers, 316.1K 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 946.7K followers, 419.9K engagements
"Chinese gold demand is skyrocketing: Chinese gold ETF demand hit a record XX tonnes in Q2 2025 up from XX tonnes in Q1. This brings total H1 2025 demand to XX tonnes an all-time high. As a result total ETF holdings jumped +74% YoY to XXX tonnes. Meanwhile Chinas central bank added +2 tonnes in June lifting official reserves to a record 2299 tonnes. Furthermore Goldman Sachs estimates that China unofficially bought XX tonnes in May on the London market X times the officially reported figure. Chinas appetite for gold has never been stronger" @KobeissiLetter on X 2025-07-17 19:55:00 UTC 946.7K followers, 123K 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 946.7K followers, 211.4K 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 946.7K followers, 1.1M engagements
"BREAKING: The total market cap of crypto has officially crossed above $X trillion for the first time in history" @KobeissiLetter on X 2025-07-18 03:39:00 UTC 946.7K followers, 301.9K 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 946.7K followers, 70.4K engagements
"BREAKING: President Trump says the WSJ printed a fake letter which they claim Trump sent to Epstein. Trump says he is suing Rupert Murdoch and his third rate newspaper" @KobeissiLetter on X 2025-07-18 01:59:49 UTC 946.7K followers, 146.7K 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 946.2K followers, 354.8K engagements
"BREAKING: Linda Yaccarino steps down as CEO of X" @KobeissiLetter on X 2025-07-09 14:43:05 UTC 945.4K followers, 249.1K 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 946.6K followers, 52.3K 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 946.7K 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 946.7K followers, 271.9K engagements
"Furthermore markets are now pricing-in a massive report from FT today. President Trump is set to sign an executive order as soon as this week allowing 401k retirement plans to invest in crypto. This would be one of the most bullish developments in crypto history" @KobeissiLetter on X 2025-07-18 02:38:28 UTC 946.7K followers, 33.1K 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 946.5K followers, 17.3K 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 945.3K 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 946.7K followers, 256K 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 946.4K followers, 194.9K 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 946.1K followers, 54.1K engagements
"BREAKING: President Trump says he has asked Attorney General Pam Bondi to produce any and all pertinent Grand Jury testimony after the ridiculous amount of publicity given to Jeffrey Epstein" @KobeissiLetter on X 2025-07-18 01:16:41 UTC 946.7K followers, 129.4K 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 946.7K followers, 118.5K 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 946.7K 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 946.3K followers, 149.6K 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 946.7K followers, 47.7K engagements
"BREAKING: President Trump says he is imposing a XX% tariff on copper" @KobeissiLetter on X 2025-07-08 17:20:50 UTC 946.7K followers, 219.2K 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 946.3K followers, 77.2K 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 946.7K followers, 173.4K 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 946.7K followers, 287.6K 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 946.7K followers, 256.2K 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 946.7K followers, 68.9K 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 946.7K followers, 294.7K 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 946.7K followers, 503.5K 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 946.7K followers, 94.1K 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 946.7K followers, 1M 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 946.7K followers, 422K 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 946.5K 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 946.7K followers, 694.9K 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 946.7K followers, 64.5K 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 946.5K followers, 210.8K 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 946K 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 946.7K 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 946.7K followers, 512.5K 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 946K followers, 107.4K 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 945.4K followers, 70.1K engagements
"BREAKING: Block stock $XYZ surges over +10% on news that it will be joining the S&P 500" @KobeissiLetter on X 2025-07-18 21:29:19 UTC 946.7K followers, 157.1K 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 945.4K followers, 53.8K 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 946.7K followers, 122.7K 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 946.7K followers, 917.9K 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 946.7K followers, 339.7K 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 946.7K followers, 292.8K 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 946.7K followers, 698.6K 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 946K followers, 114.2K engagements
"Technology stocks have never been bigger: Technology ETFs share of total market Assets Under Management (AUM) is now at a record 42%. The tech market's share has DOUBLED over the last X years. This comes as investors have poured $XX billion into these funds over the last XX months. Rolling 12-month net inflows into tech ETFs have consistently hovered between $19$26 billion for the past XX months. This suggests that investor allocation in tech stocks is sitting at record highs. Bullish sentiment is throughtheroof" @KobeissiLetter on X 2025-07-18 13:26:01 UTC 946.7K followers, 88.3K 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 946.6K followers, 762.6K 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 946.7K followers, 52.8K engagements
"BREAKING: President Trump announces a XX% tariff on Canada beginning August 1st" @KobeissiLetter on X 2025-07-11 00:21:41 UTC 946.7K followers, 435K 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 946.7K 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 946.7K followers, 834.8K 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 945.6K followers, 189.2K engagements
"@NaoBoboTJ Everything is meaningless until it's not" @KobeissiLetter on X 2025-07-15 01:37:03 UTC 945.6K followers, 2741 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 946.7K followers, 665.1K 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 946.7K followers, 508.7K 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 946.3K followers, 302.5K engagements
"BREAKING: President Trump posts a massive paragraph backing Attorney General Pam Bondi:" @KobeissiLetter on X 2025-07-12 21:35:58 UTC 946.7K followers, 287.1K 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 946.7K followers, 371.9K 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 946.6K 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 946.7K followers, 218.7K 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 946.7K followers, 86.4K 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 946.7K followers, 473.7K engagements
"BREAKING: President Trump says he will send more weapons to Ukraine" @KobeissiLetter on X 2025-07-07 23:50:23 UTC 946.6K followers, 258.4K 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 946.7K followers, 222.6K 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 946.7K followers, 299.8K engagements
"BREAKING: Eric Trump has reportedly confirmed that US based crypto projects will benefit from a X% capital gains tax per TheStreet. Non-US based crypto projects will reportedly face a XX% capital gains tax" @KobeissiLetter on X 2025-01-26 03:07:05 UTC 946.1K followers, 426.7K 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 946.7K followers, 70.7K 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 21:28:54 UTC 945.5K followers, 53.3K 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 945.7K followers, 57.8K 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 946.7K followers, 142.2K 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 946.7K followers, 595.5K 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 946.5K followers, 10.5K 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 945.5K 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 946.7K 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 946.7K followers, 124.4K 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 946.7K followers, 330.6K 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 946.7K followers, 180.9K 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 946.7K followers, 130.6K engagements
"This move would make the currently archaic system far more modern. For years crypto could only be bought through proxies in 401k accounts. This is the next step in accelerating the crypto revolution. Follow us @KobeissiLetter for real time analysis as this develops" @KobeissiLetter on X 2025-07-17 21:05:02 UTC 946.7K followers, 70.7K 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 946.7K followers, 217.9K engagements
"US firms are retreating from China: A record XX% of US companies do not plan on making new investments in China according to a survey by the US-China Business Council. This is a significant increase from the XX% posted last year. The survey covers major US multinationals over XX% of which generated at least $X billion in revenue in China last year. Additionally XX% of firms said they moved or plan to move some operations out of China the most since at least 2016. This percentage has TRIPLED over the last X years. Trump's trade war is reshaping the global economy" @KobeissiLetter on X 2025-07-17 21:17:00 UTC 946.7K followers, 116.8K 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 946.7K followers, 195.1K 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 946.7K followers, 247.4K 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 946.2K 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 946.7K followers, 143K 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 946.7K followers, 108.5K 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 945.7K 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 946.7K followers, 152.9K 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 946.7K followers, 153.2K 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 945.3K followers, 429.5K 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 946.7K followers, 4.3M 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 946.7K followers, 91.7K 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 946.7K followers, 303.4K 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 946.6K followers, 186.8K 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 946.6K followers, 852.2K engagements
"BREAKING: The US is set to impose a XXXX% tariff on battery material from China" @KobeissiLetter on X 2025-07-17 17:32:40 UTC 946.7K followers, 379.9K 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 946.7K 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 946.7K 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 946.4K followers, 90.5K 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 945.7K followers, 280.2K 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 946.7K followers, 287.1K 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 945.5K 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 946.7K followers, 54.2K 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 945.4K 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 946.5K 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 945.8K 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 946.7K followers, 226.9K 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 946.7K followers, 159.3K 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 946.7K followers, 99.2K 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 946.7K followers, 671.5K 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 946.7K followers, 200.9K 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 946.2K followers, 345.1K engagements
"Millions of Americans now work multiple jobs to pay for basic necessities: The number of multiple jobholders jumped 282000 in June to near a record XXXX million. This figure surpasses the 2008 peak by 800000 people. As a share of employment multiple jobholders rose to XXX% the third-highest in XX years. At the same time Americans working primary full-time and secondary part-time jobs surged by 133000 to XXXX million one of the highest levels in history. As a share of employment this metric sits at XXX% in line with the 2008 Financial Crisis peak. Affordability in America is rapidly declining" @KobeissiLetter on X 2025-07-17 14:45:09 UTC 946.7K followers, 224.1K 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 946.7K followers, 1.8M 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 946.7K followers, 372K 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 945.9K 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 945.8K followers, 167.7K 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 946.7K followers, 346K 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 946.7K 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 946.6K followers, 260.5K 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 946.2K followers, 301.9K 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 946.7K followers, 991.6K 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 946.7K followers, 199.3K 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 946.7K followers, 143.3K 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 946.7K followers, 413.3K 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 946.7K followers, 282.3K 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 945.8K followers, 50.7K 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 946.7K followers, 424.3K engagements
"BREAKING: President Trump says he has reached a trade deal with Indonesia" @KobeissiLetter on X 2025-07-15 13:57:35 UTC 946.7K followers, 191.9K 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 946.4K 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 946.7K followers, 190.7K engagements
"President Trump's World Liberty Financial has been buying Ethereum. In fact less than XX hours ago transaction logs showed a $X million purchase. This has added fuel to the already raging short-squeeze fire. Much of these shorts were institutional capital" @KobeissiLetter on X 2025-07-18 02:38:25 UTC 946.7K followers, 47.8K 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 946.4K followers, 149.7K 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 946.7K followers, 261.8K 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 946.7K followers, 160.7K 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 946.3K followers, 55.2K 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 945.9K followers, 69.2K 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 946.1K followers, 62.8K engagements
"BREAKING: May PCE inflation the Fed's preferred inflation measure rises to XXX% in-line with expectations of 2.3%. Core PCE inflation rises to XXX% above expectations of 2.6%. PCE inflation is now rising for the first time since February 2025. The Fed pause will continue" @KobeissiLetter on X 2025-06-27 12:30:41 UTC 946.6K followers, 243.6K 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 946.7K followers, 15K engagements
"And it get's even more interesting: Heading into July 1st Blackrock's ETF added Ethereum on XX of the previous XX days per Zerohedge. Yet prices were DOWN because of the sudden surge in leveraged short exposure as noted in the above post. Someone knew this was coming" @KobeissiLetter on X 2025-07-18 02:38:25 UTC 946.7K followers, 44.2K engagements
"The craziest part about the Ethereum rally: While Ethereum is now up +147% in X months take a look at the Ethereum to Bitcoin ratio. Relative to Bitcoin Ethereum was nearly X TIMES larger in September 2023. In September 2022 X Bitcoin would buy XX Ethereum; now it buys XX Ethereum. Is the Ethereum rally just getting started" @KobeissiLetter on X 2025-07-18 15:04:00 UTC 946.7K followers, 378.1K 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 946.6K followers, 85.7K 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 946.7K followers, 132.8K 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 946.7K followers, 346K 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 946.7K 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 946.3K 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 946.5K followers, 375.7K engagements
"WOW. The SEC just said that meme coins are generally NOT considered securities under US federal law. They also said that meme coins have "limited or no use" and do not need to be registered with the SEC. This is a MASSIVE statement by the SEC" @KobeissiLetter on X 2025-02-27 21:29:03 UTC 946.5K followers, 773.5K 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 946K 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 946K 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 946.7K followers, 233.8K 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 946.5K followers, 52.5K 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 945.8K followers, 132K engagements
"This is concerning: XX% of US consumers now expect higher unemployment within the next XX months the highest since 2020. Over the last X months this percentage has spiked by XX points according to the NY Fed. This marks the second-largest 2-month jump in the history of the survey. Furthermore consumers perceived probability of losing a job within a year jumped to XXXX% the highest since September 2020. This is yet another survey showing lack of confidence in the labor market. Pessimism over the job market isskyrocketing" @KobeissiLetter on X 2025-05-16 17:28:57 UTC 945.5K followers, 95.7K 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 945.3K 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 946.7K followers, 83.5K 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 946.7K followers, 288.5K 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 946.6K 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 946.7K followers, 180.1K 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 946.7K followers, 175.4K 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 946.5K followers, 31.4K engagements
"BREAKING: President Trump says he has filed a defamatory lawsuit against everyone involved in publishing the WSJ article containing a letter that was claimed to be sent to Epstein by Trump" @KobeissiLetter on X 2025-07-18 22:56:15 UTC 946.7K followers, 109.4K 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 946.7K followers, 395.6K 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 946.7K followers, 179.2K engagements
"China is panicking: Last week ALONE China ETFs saw $X billion of outflows marking the largest weekly outflow in history. Despite deploying pandemic-like stimulus recent data suggests that China's economy is WORSENING. Is China entering an economic depression (a thread)" @KobeissiLetter on X 2024-11-22 13:54:15 UTC 945.3K followers, 496.7K engagements
"Hedge funds are becoming more bearish on the US Dollar: Net speculative exposure on the US Dollar has dropped to -XX points the second-lowest level in X years. This is a sharp reversal from the +35 points seen in January the most bullish positioning in X years. This comes as the US Dollar index has declined -XXX% year-to-date to near its lowest since April 2022. Across major currencies the Euro has gained the most during this time at XXX% followed by the Swiss Francs surge of XXX% the Japanese Yens jump of XXX% and the British Pound's increase of 6.3%. Currencies are seeing extreme volatility" @KobeissiLetter on X 2025-05-13 16:43:00 UTC 945.5K followers, 74.1K 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 945.9K followers, 75.5K 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 946.7K followers, 409.6K 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 946.4K followers, 67.2K engagements
"BREAKING: Coinbase stock $COIN reaches a new all time high for the first time since its IPO in 2021" @KobeissiLetter on X 2025-07-18 13:51:07 UTC 946.7K followers, 161.9K 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 946.7K followers, 709.6K 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 946.7K followers, 344.7K 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 946.7K followers, 94.6K engagements
"BREAKING: April CPI inflation FALLS to XXX% below expectations of 2.4%. Core CPI inflation was XXX% in-line with expectations of 2.8%. This marks the 3rd straight monthly decline in headline inflation. Inflation continues to cool down despite the trade war" @KobeissiLetter on X 2025-05-13 12:31:24 UTC 945.7K followers, 470.8K 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 945.8K 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 946.7K followers, 503.2K 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 946.3K followers, 49.4K 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 946.5K followers, 85.9K 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 946.2K followers, 6350 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 946.7K followers, 211.9K 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 946.7K followers, 699.2K 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 946.7K followers, 83.8K 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 946.7K followers, 12.5K 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 946.7K followers, 157.7K 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 946.7K followers, 244.6K 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 946.7K followers, 224.8K 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 946.7K followers, 516.3K 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 946.7K followers, 1.2M engagements
"BREAKING: President Trump says "we have created a very powerful industry" regarding crypto. He also says "if we didn't have crypto China would" and that Bitcoin "takes pressure off" of the US Dollar" @KobeissiLetter on X 2025-06-27 16:30:37 UTC 946.6K followers, 267.4K 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 945.8K 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 946.7K followers, 103.5K 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 946.7K followers, 10.2K engagements
"BREAKING: President Trump is set to sign an executive order as soon as this week that would allow 401k retirement plans to invest in crypto. This opens $X TRILLION worth of capital for alternative investments like crypto gold and private equity" @KobeissiLetter on X 2025-07-17 21:02:45 UTC 946.7K followers, 898.5K 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 946.7K followers, 228.8K 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 946.7K followers, 59K 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 946.7K followers, 135K engagements
"Lastly don't forget about the biggest bullish driver of crypto: the US deficit spending crisis. Not only is Bitcoin up +55% since April but the USD is down -XX% YTD. The USD is in an eternal bear market. Follow us @KobeissiLetter for real time analysis as this develops" @KobeissiLetter on X 2025-07-18 02:38:31 UTC 946.7K followers, 71.9K 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 946.2K followers, 2.6M engagements
"BREAKING: President Trump was just asked about today's stock market drop. His response: "I have not seen it."" @KobeissiLetter on X 2025-04-10 17:38:26 UTC 946.6K followers, 260.9K engagements
"TRUMP: Im not too much in the mood to negotiate with Iran. Just hours ago Trump proposed a last ditch effort meeting for a peace deal with Iran. We are set for a crucial next XX hours" @KobeissiLetter on X 2025-06-17 09:08:40 UTC 946.7K followers, 239.6K engagements
"The White House is now posting bull market memes:" @KobeissiLetter on X 2025-07-10 20:09:00 UTC 946.7K followers, 201K 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 946.7K followers, 297.9K 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 946.7K followers, 403.6K 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 946.1K followers, 72.9K 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 946.7K followers, 238.6K 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 946.7K followers, 6.6M engagements
"BREAKING: President Trump says Congress should investigate Fed Chair Powell" @KobeissiLetter on X 2025-07-08 16:46:32 UTC 945.6K 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 946.7K followers, 106.7K 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 946.7K followers, 239K 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 945.4K 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 946.7K followers, 196.2K 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 946.5K followers, 62.2K 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. Last week we raised our target to $120000+ which was just hit. Subscribe below to access our alerts:" @KobeissiLetter on X 2025-07-18 02:38:27 UTC 946.7K followers, 36.5K engagements
"On top of this the US House passed all three major Bitcoin and crypto bills this week: X. Clarity Act X. Genius Act X. Anti-CBDC Act The biggest win for crypto is that it now has bipartisan support. Candidates who do not embrace crypto are no longer able to win elections" @KobeissiLetter on X 2025-07-18 02:38:29 UTC 946.7K followers, 30.3K 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 946.7K 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 946.7K followers, 132.8K 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 946.7K followers, 404.4K 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 946.7K followers, 202K 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 946.5K followers, 82.1K 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 946.7K followers, 191.2K 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 945.8K followers, 11.2K engagements
"Ethereum is making HISTORY: We are currently witnessing one of the LARGEST short squeezes in crypto history. Ethereum has added +$150 BILLION in market cap since July 1st days after net SHORT exposure hit record highs. What's happening Let us explain. (a thread)" @KobeissiLetter on X 2025-07-18 02:38:19 UTC 946.7K followers, 1.5M engagements
"As we look ahead we believe the themes driving crypto higher will result in major macroeconomic shifts. This is redefining the way markets are operating. Want to see how we are capitalizing on it Subscribe to access our premium analysis below:" @KobeissiLetter on X 2025-07-18 02:38:31 UTC 946.7K followers, 74.8K 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 946.7K followers, 85.3K engagements
"Bitcoin and Gold knew this was coming months ago" @KobeissiLetter on X 2025-07-15 12:35:45 UTC 946.7K followers, 55.6K 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 946.5K 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 946.7K followers, 165.6K engagements
"As of Q1 2025 there are a whopping $XXX TRILLION in US 401Ks. To put this into perspective the total market cap of crypto is currently $XXX trillion. This means capital worth XXX TIMES more than the entire crypto market will soon have access to crypto. This is historic" @KobeissiLetter on X 2025-07-18 02:38:29 UTC 946.7K followers, 34.3K 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 946.5K followers, 110.2K engagements
"Is Japan falling into a recession Japanese exports fell -XXX% YoY in June marking the 2nd consecutive monthly decline. This was driven by a sharp drop in car and steel shipments which fell -XX% and -XX% respectively. The decline in auto exports was likely due to aggressive price cuts by Japanese carmakers responding to US tariffs. The export slump raises the risk that Japans economy may have entered a technical recession. This comes after Japan's economy contracted -XXX% in Q1 2025 and yields are surging. Japan is likely heading into a recession" @KobeissiLetter on X 2025-07-17 18:56:00 UTC 946.7K followers, 94.2K engagements
"BREAKING: The semiconductor sector now reflects a record XX% of total US market cap. This percentage has TRIPLED since 2019 fueled by explosive growth in semiconductor stocks. During this time the Semiconductor Index $SOX has surged +393% more than DOUBLE the S&P 500s gain of +150%. NVIDIA $NVDA alone has risen +5100%. For context the sector's share was at X% at the peak of the 2000 Dot-Com Bubble. Truly a historic run" @KobeissiLetter on X 2025-07-17 17:22:00 UTC 946.7K followers, 96.2K 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 946.7K followers, 837.9K 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 945.8K 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 946.7K followers, 2M engagements
"Take a look at the chart below: Heading into July net leverage shorts on Ethereum hit a record high per Zerohedge. In fact net short exposure was XX% ABOVE levels seen in February 2025. As a result Ethereum has surged +70% in less than one month. But that's not all" @KobeissiLetter on X 2025-07-18 02:38:20 UTC 946.7K followers, 51.6K 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 946.7K 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 946.1K 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 946.7K followers, 204.1K engagements
"The founder of Bitcoin is now the 12th richest person in the world" @KobeissiLetter on X 2025-07-13 04:35:33 UTC 946.7K followers, 400.5K 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 945.4K followers, 300.2K 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 945.4K followers, 36K engagements
"BREAKING: Lucid Motors stock $LCID surges +50% after Uber announces $XXX million investment for Robotaxi partnership" @KobeissiLetter on X 2025-07-17 12:40:08 UTC 946.7K followers, 300.7K 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 946.7K followers, 503.2K 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 946.7K followers, 275.1K 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 946.7K followers, 9.6M 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 945.8K followers, 46.5K engagements
"BREAKING: Foreign investor holdings of US Treasuries jumped +$32.4 billion in May to $XXXX TRILLION the second-highest on record. The increase almost fully reversed Aprils decline of -$36.0 billion. Foreigners now own XXXX% of the US Treasury market the highest share since June 2022. Canada was the biggest buyer adding a net $XXXX billion and bringing its total holdings to a record $XXX billion. Japan the largest holder increased its holdings by $XXX million to $XXXX trillion the highest since March 2024. The second-largest the UK bought $XXX billion lifting its holdings to a record $809.4" @KobeissiLetter on X 2025-07-18 18:37:58 UTC 946.7K followers, 76.8K engagements