#  @KobeissiLetter The Kobeissi Letter The US government shutdown is having significant effects, including a record $9 billion in crypto liquidations, air traffic control shortages, and delayed economic data releases. The shutdown is also impacting air travel, with [-----] flights set to be cancelled per day and [-----] employees furloughed. Additionally, [--] million people face interruption of SNAP benefits, with $10 billion in payments at risk. ### Engagements: [---------] [#](/creator/twitter::3316376038/interactions)  - [--] Week [----------] -38% - [--] Month [-----------] +25% - [--] Months [-------------] +76% - [--] Year [-------------] +204% ### Mentions: [---] [#](/creator/twitter::3316376038/posts_active)  - [--] Week [---] -15% - [--] Month [-----] +13% - [--] Months [-----] +15% - [--] Year [-----] +43% ### Followers: [---------] [#](/creator/twitter::3316376038/followers)  - [--] Week [---------] +1.20% - [--] Month [---------] +8.80% - [--] Months [---------] +41% - [--] Year [---------] +89% ### CreatorRank: [---] [#](/creator/twitter::3316376038/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) #12 [stocks](/list/stocks) #132 [countries](/list/countries) #102 [technology brands](/list/technology-brands) #1236 [cryptocurrencies](/list/cryptocurrencies) #999 [currencies](/list/currencies) #322 [exchanges](/list/exchanges) #72 [automotive brands](/list/automotive-brands) 2.11% [celebrities](/list/celebrities) 1.83% [travel destinations](/list/travel-destinations) 1.83% **Social topic influence** [gold](/topic/gold) #137, [silver](/topic/silver) #316, [bitcoin](/topic/bitcoin) #1742, [crypto](/topic/crypto) #40, [history](/topic/history) 7.89%, [breaking](/topic/breaking) #48, [market cap](/topic/market-cap) #2, [the first](/topic/the-first) 7.04%, [stocks](/topic/stocks) #35, [china](/topic/china) #2638 **Top accounts mentioned or mentioned by** [@grok](/creator/undefined) [@n2deepdives](/creator/undefined) [@masihether](/creator/undefined) [@standoski](/creator/undefined) [@ddblakefischer](/creator/undefined) [@intelligencer41](/creator/undefined) [@polymarket](/creator/undefined) [@waltstreetpro](/creator/undefined) [@jupiterexchange](/creator/undefined) [@thecsguy](/creator/undefined) [@yarritsblake](/creator/undefined) [@capital_mind_](/creator/undefined) [@mugala_teja](/creator/undefined) [@cexscan](/creator/undefined) [@adeelafzalahmed](/creator/undefined) [@arun519428](/creator/undefined) [@nycguy1988](/creator/undefined) [@maspex4](/creator/undefined) [@victor_gis](/creator/undefined) [@halfbob](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [Microsoft Corp. (MSFT)](/topic/microsoft) [Strategy (MSTR)](/topic/$mstr) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Metadium (META)](/topic/$meta) [Tesla, Inc. (TSLA)](/topic/tesla) [Born in [--] (19)](/topic/$19) [SPDR GOLD ETF (GLD)](/topic/$gld) ### Top Social Posts Top posts by engagements in the last [--] hours "BREAKING: Meta stock $META surges over +9% after posting stronger than expected Q2 [----] earnings results" [X Link](https://x.com/anyuser/status/1950650112109396046) 2025-07-30T20:10Z 1.4M followers, 363.7K engagements "BREAKING: The odds of another US government shutdown in [--] days surge to a new high of 75% per Polymarket. Government shutdowns are becoming a bi-weekly event" [X Link](https://x.com/KobeissiLetter/status/2021591301263896576) 2026-02-11T14:25Z 1.4M followers, 171.7K engagements "US Regional Bank Stocks Today: [--]. NY Community Bank $NYCB: -37% [--]. Valley National Bank $VLY: - 6% [--]. HarborOne $HONE: -4% [--]. HomeStreet $HMST: -4% [--]. Zions Bank $ZION: -4% [--]. Comerica Bank $CMA: -3% [--]. Metropolitan Bank $MCB: -3% [--]. Citizens Financial $CFG: -3% [--]. Western Alliance $WAL: -3% 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 $260 million while a $250 million GAIN was expected. Did regional banks ever really recover https://twitter.com/i/web/status/1752742968237162941" [X Link](https://x.com/KobeissiLetter/status/1752742968237162941) 2024-01-31T17:17Z 1.3M followers, 465.8K engagements "BREAKING: DocuSign $DOCU to cut 6% of its workforce to improve financial and operational efficiency." Exactly [--] year ago DocuSign laid off 10% of its workforce to cut costs. Prior to that they laid off an additional 9% of their workforce in [----]. Layoffs are spreading" [X Link](https://x.com/KobeissiLetter/status/1754861389707989157) 2024-02-06T13:35Z 1.3M followers, 99.7K engagements "US Regional Bank Stocks [--] Month Into 2024: [--]. NY Community Bank $NYCB: -60% [--]. Valley National Bank $VLY: -25% [--]. Metropolitan Bank $MCB: -15% [--]. HarborOne $HONE: -14% [--]. Comerica Bank $CMA: -13% [--]. Zions Bank $ZION: -12% [--]. Western Alliance $WAL: -11% [--]. Citizens Financial $CFG: -6% [--]. KeyCorp $KEY: -5% 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 70% of commercial real estate loans. Just [--] months ago the regional bank crisis "ended."" [X Link](https://x.com/KobeissiLetter/status/1754982688451080581) 2024-02-06T21:37Z 1.3M followers, 854.8K engagements "US Regional Bank Stocks YTD: [--]. NY Community Bank $NYCB: -66% [--]. Valley National Bank $VLY: -26% [--]. Metropolitan Bank $MCB: -26% [--]. HarborOne $HONE: -18% [--]. Zions Bank $ZION: -15% [--]. Western Alliance $WAL: -13% [--]. Comerica Bank $CMA: -12% [--]. Citizens Financial $CFG: -6% [--]. US Bank $USB: -6% 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 $260 million while a $250 million GAIN was expected. Then NYCB announced a "material weakness in internal controls." Did regional banks ever really recover" [X Link](https://x.com/KobeissiLetter/status/1763947855851454919) 2024-03-02T15:21Z 1.3M followers, 385.7K engagements "The US dollar has been one of the best-performing currencies of [----] so far. Some emerging market currencies have weakened by as much as 10% compared to the US Dollar. The Chilean Peso Turkish Lira and Brazilian Real have weakened by 10.5% 9.2% and 8.1% respectively. A stronger US Dollar makes it more expensive for countries to transact with the US. As higher for longer Fed policy returns it's unlikely this trend reverses. We may actually need a WEAKER US Dollar now. https://twitter.com/i/web/status/1780993170035151151 https://twitter.com/i/web/status/1780993170035151151" [X Link](https://x.com/KobeissiLetter/status/1780993170035151151) 2024-04-18T16:13Z 1.4M followers, 95.2K engagements "China is panicking: Last week ALONE China ETFs saw $2 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)" [X Link](https://x.com/KobeissiLetter/status/1859958576653197337) 2024-11-22T13:54Z 1.4M followers, 496.7K engagements "Javier Milei just DESTROYED the memecoin market: Hours ago Argentinian President Milei launched a memecoin $LIBRA for "the growth of their economy." Within [--] hours over -$4.4 BILLION of market cap was erased. Is this the biggest rug pull in history (a thread)" [X Link](https://x.com/KobeissiLetter/status/1890611963203334190) 2025-02-15T03:59Z 1.4M followers, 8.8M 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" [X Link](https://x.com/KobeissiLetter/status/1895224651414151188) 2025-02-27T21:29Z 1.4M followers, 775.2K engagements "Our members have capitalized on the polarization of sentiment. Heading into the Fed yesterday we posted this alert calling for the S&P [---] to rise above [----]. Members cashed out +75 points in [--] hours as we expected the rally to be sold. Join us: http://thekobeissiletter.com/subscribe http://thekobeissiletter.com/subscribe" [X Link](https://x.com/KobeissiLetter/status/1902707489201680743) 2025-03-20T13:03Z 1.4M followers, 71.3K engagements "The free fall continues: Today's drop in US stock market futures puts S&P [---] futures down -22% and in bear market territory. The US stock market has now erased an average of $400 billion PER TRADING DAY for 32-straight days. Is it time to BUY stocks yet (a thread)" [X Link](https://x.com/KobeissiLetter/status/1909031822677115320) 2025-04-06T23:53Z 1.4M followers, 2.6M engagements "BREAKING: China's stock market officially opens with a -10% drop" [X Link](https://x.com/KobeissiLetter/status/1909058190756454584) 2025-04-07T01:38Z 1.4M followers, 1.1M engagements "BREAKING: The S&P [---] officially opens in bear market territory for the first time since 2022" [X Link](https://x.com/KobeissiLetter/status/1909237703645835514) 2025-04-07T13:31Z 1.4M followers, 306.5K 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 [---] 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" [X Link](https://x.com/KobeissiLetter/status/1909259768398479839) 2025-04-07T14:59Z 1.4M followers, 1.8M engagements "BREAKING: Michael Burry has sold every stock in his portfolio except for a new position in Estee Lauder $EL" [X Link](https://x.com/KobeissiLetter/status/1923116270485999988) 2025-05-15T20:40Z 1.4M followers, 1.8M engagements "This is incredible: The difference between Microsoft's 30Y bond yield $MSFT and the US 30Y Treasury yield is just [--] basis points the lowest on record. The extra yield that investors demand to own Microsofts 30Y bond over 30Y US Treasuries is now down [----] bps since [----]. This comes as the 30-year Treasury yield has risen by [---] bps over the last [--] 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 -0.6% the lowest in history. Deficit spending is crushing the US bond market" [X Link](https://x.com/KobeissiLetter/status/1927757004099219838) 2025-05-28T16:01Z 1.4M followers, 128.4K engagements "BREAKING: President Trump just now: I like Tesla. $TSLA" [X Link](https://x.com/KobeissiLetter/status/1933191274221146218) 2025-06-12T15:54Z 1.4M followers, 383.8K engagements "BREAKING: President Trump says for $5 million $DOLLARS the Trump card is coming. Its unclear why $DOLLARS was displayed as a ticker" [X Link](https://x.com/KobeissiLetter/status/1933221230716313649) 2025-06-12T17:53Z 1.4M followers, 248K engagements "BREAKING: President Trump issues a statement on his 50% tariff on copper:" [X Link](https://x.com/anyuser/status/1943105516424630687) 2025-07-10T00:30Z 1.4M followers, 269.5K engagements "BREAKING: President Trump comments on Fed Chair Powell: "He's leaving very soon I'll miss him" Trump says" [X Link](https://x.com/KobeissiLetter/status/1949857643150839843) 2025-07-28T15:41Z 1.3M followers, 323.8K engagements "What just happened Last night news emerged of a "trade deal" that has never happened before. Nvidia and AMD agreed with Trump to provide the US with 15% of REVENUE from chip sales in China to remove export controls. Corporations are panicking. Here's why. (a thread)" [X Link](https://x.com/KobeissiLetter/status/1954841769272541503) 2025-08-11T09:46Z 1.4M followers, 5.5M engagements "BREAKING: Grok has been suspended on X for violating the sites rules" [X Link](https://x.com/KobeissiLetter/status/1954982034033742258) 2025-08-11T19:03Z 1.4M followers, 930.2K engagements "BREAKING: Ether drops below $4000 for the first time since August 8th" [X Link](https://x.com/KobeissiLetter/status/1971153702280192031) 2025-09-25T10:03Z 1.4M followers, 295.1K engagements "Pharmaceuticals are next: It began with large cap technology companies announcing $600+ billion investments in the US to avoid tariffs. Now President Trump is explicitly stating that pharmaceutical companies who are not "building their manufacturing plants in America" will face 100% tariffs. Over the next 48-72 hours we expect to see widespread announcements of new pharmaceutical plants coming to the US. Trump wants more US investment. MASSIVE tariff news: President Trump announces a 100% tariff on pharmaceutical products unless a company is building their pharmaceutical manufacturing plant" [X Link](https://x.com/KobeissiLetter/status/1971370234423529607) 2025-09-26T00:24Z 1.4M followers, 289K engagements "We need more electricity: AI data centers are set to consume [----] terawatt-hours of power demand by [----] equal to 4.4% of global electricity. In other words power demand from AI data centers is set to QUADRUPLE over the next [--] years. If counted as a country AI data centers would rank 4th in electricity use behind only China the US and India. In major US markets data center power demand is growing faster than that of electric vehicles hydrogen and other emerging technologies. AI growth will soon be limitedbyenergy" [X Link](https://x.com/KobeissiLetter/status/1974519634083905788) 2025-10-04T16:59Z 1.4M followers, 612.5K engagements "The Trump Administration Now Owns: [--]. 10% equity stake in Intel $INTC [--]. 15% equity stake in MP Materials $MP [--]. 10% equity stake in Lithium Americas $LAC [--]. 10% equity stake in Trilogy Metals $TMC [--]. A golden share in US Steel Corporation [--]. Floated idea of equity stake in defense contractors Financial markets have entered a new era: government equity stakes. What's the next acquisition for President Trump" [X Link](https://x.com/KobeissiLetter/status/1975326450447217106) 2025-10-06T22:25Z 1.3M followers, 1.1M engagements "BREAKING: Nvidia $NVDA surges to a record high market cap of $4.75 trillion. The stock has now added +$2.6 TRILLION of market cap since its April 7th low. This is BEYOND insane: AI compute demand is now growing at over [--] TIMES the rate of Moores Law creating a massive shortage. Just to meet current demand $500 billion must be invested in data centers PER YEAR until [----]. What does this mean Let us explain. (a thread) https://t.co/xoN90stiki This is BEYOND insane: AI compute demand is now growing at over [--] TIMES the rate of Moores Law creating a massive shortage. Just to meet current demand" [X Link](https://x.com/KobeissiLetter/status/1976290169608126506) 2025-10-09T14:14Z 1.4M followers, 518.8K engagements "Investors are waking up to some major news from China: The entire tariff crash on October 10th may have just been one big misunderstanding between Trump and Xi. The news about Chinas rare earth export controls came out on October 9th at 8:30 am ET [--] hours BEFORE Trump posted about it. This was a non-news event UNTIL President Trump posted about it over one day later. Last night China released a statement clarifying their "export controls" on rare earths. In their response China said the new controls are NOT a full export ban and applications that meet regulations will be approved. Amid the" [X Link](https://x.com/KobeissiLetter/status/1977370328591438192) 2025-10-12T13:46Z 1.4M followers, 6.4M engagements "BREAKING: Beyond Meat stock $BYND erases +160% daily gain and turns negative on the day now down -10%. The memestocks rally appears to have come to a tragic end" [X Link](https://x.com/KobeissiLetter/status/1981037564837384196) 2025-10-22T16:38Z 1.4M followers, 1.1M engagements "Investors are waking up to some huge news from China: A trade deal is coming. Chinas Vice Minister of Commerce just announced that US and China reached a "consensus" on key trade issues. This INCLUDES export controls tariff suspensions fentanyl-related measures anti-drug cooperation trade expansion and US Section [---] fees. On top of this US Treasury Secretary Bessent says China is "ready" to make a trade deal with the US after [--] days of negotiations. Bessent has added that China wants to make "substantial" US soybean purchases. All while President Trump says he is hoping for a "complete deal"" [X Link](https://x.com/KobeissiLetter/status/1982425478238806182) 2025-10-26T12:34Z 1.3M followers, 642.5K engagements "BREAKING: Gold prices fall below $4000/oz for the first time since October 13th as the US and China prepare a trade deal" [X Link](https://x.com/KobeissiLetter/status/1982819071189192921) 2025-10-27T14:38Z 1.4M followers, 582.3K engagements "Tons of consumer-facing stocks are in or near bear market territory down 20%+ in [----]. AI truly is the lifeline of the global economy" [X Link](https://x.com/KobeissiLetter/status/1984637376359014740) 2025-11-01T15:03Z 1.3M followers, 470.1K engagements "BREAKING: President Trump officially announces a "deal on economic and trade relations with China:" Chinese actions: [--]. Suspend new rare earth export controls [--]. Issue general licenses for exports of rare earths [--]. Take "significant measures" to end flow of fentanyl to the US [--]. Suspend ALL retaliatory tariffs since March 4th [--]. Suspend all retaliatory non-tariff measures since March 4th [--]. Purchase at least [--] million metric tons of US soybeans US actions: [--]. Lower tariffs on China by [--] percentage points [--]. Extend the expiration of certain Section [---] tariff exclusions until November 2026" [X Link](https://x.com/KobeissiLetter/status/1984791737928192393) 2025-11-02T01:16Z 1.4M followers, 2.9M engagements "BREAKING: The delinquency rate on Commercial Mortgage-Backed Securities (CMBS) for offices surged +63 basis points in October to a record 11.8%. This is now over a full percentage point above the post-2008 Financial Crisis peak of 10.7%. Since October [----] the CMBS delinquency rate has skyrocketed +10 percentage points. At the same time the delinquency rate for multifamily CMBS jumped +53 basis points to 7.1% the highest since December [----]. The overall US CMBS delinquency rate rose +23 basis points to 7.46% the highest in at least [--] years. The commercial real estate crisis is worsening" [X Link](https://x.com/KobeissiLetter/status/1985472556162318711) 2025-11-03T22:22Z 1.4M followers, 1.4M engagements "US consumer delinquencies are surging: 3.0% of auto loans transitioned into 90+ days delinquency in Q3 [----] the highest in [--] years. At the same time 7.1% of credit card debt became seriously delinquent near the highest in [--] years. Student loan serious delinquencies spiked +13.5 percentage points YoY to 14.3% an all-time high. This followed the expiration of the student loan relief period as missed payments began reappearing on credit reports. Mortgage delinquencies also increased with 1.3% transitioning into serious delinquency last quarter the highest in [--] years. Consumers are drowning in" [X Link](https://x.com/KobeissiLetter/status/1988038968068165767) 2025-11-11T00:20Z 1.4M followers, 235.8K engagements "BREAKING: SoftBank announces that its has sold its entire stake in Nvidia $NVDA for $5.8 billion" [X Link](https://x.com/KobeissiLetter/status/1988177548291760310) 2025-11-11T09:30Z 1.4M followers, 2M engagements "The Japanese Yen is collapsing: Its now down to its weakest level against the US Dollar since January 15th. All as Japanese government bond yields surge to record highs. Stimulus will NOT fix your economic problems" [X Link](https://x.com/KobeissiLetter/status/1991213132006715893) 2025-11-19T18:33Z 1.4M followers, 1.3M engagements "The crypto collapse: On October 6th just [--] days ago Bitcoin hit a record high of $126272 worth $2.5 trillion. Then something "mechanical" seems to have shifted on October 10th after President Trump threatened 100% tariffs on China. Not only did this lead to the record -$19.2 billion liquidation but Bitcoin never truly recovered. Even when the October 30th trade deal was reached between the US and China liquidation pressures only worsened. Then since November 10th Bitcoin has moved in a literal straight-line lower with average daily liquidations nearing $1 billion. Throughout the course of" [X Link](https://x.com/KobeissiLetter/status/1991603958432035216) 2025-11-20T20:26Z 1.3M followers, 511K engagements "MicroStrategy's Bitcoin position is almost red: Bitcoin just extended its decline to a low of $80500 just $6067 away from MicroStrategy's entry of $74433. This puts Bitcoin -8% away from MicroStrategy's position turning negative. Just [--] days ago MicroStrategy's Bitcoin position was up +70%. The stock $MSTR is now down -70% from its record high. Can Saylor keep buying" [X Link](https://x.com/KobeissiLetter/status/1991863855249559658) 2025-11-21T13:38Z 1.3M followers, 653.5K engagements "BREAKING: Silver prices surge to a new record high of $55/oz now up +90% in [----]. While everyone is focused on AI deficit spending is soaring and the Fed is cutting rates into 3% inflation. Own assets or be left behind" [X Link](https://x.com/KobeissiLetter/status/1994415103442112623) 2025-11-28T14:36Z 1.4M followers, 686.9K engagements "We now have: [--]. Trump saying he will keep stocks at record highs [--]. $600B/year in Magnificent [--] CapEx [--]. Fed cutting interest rates into 3%+ inflation [--]. Global AI infrastructure spending at $1T/year [--]. Fed ending Quantitative Tightening in [--] days [--]. US deficit spending at 6% of US GDP [--]. Nvidia larger than all but [--] national stock markets [--]. Record corporate buybacks of $1.2T coming in [----] [--]. Trump saying he will "completely cut" income taxes [--]. Trump promising $2000 stimulus checks in [----] How can you fight this momentum" [X Link](https://x.com/KobeissiLetter/status/1994424168280883303) 2025-11-28T15:12Z 1.4M followers, 1.8M engagements "BREAKING: President Trump says he will be making a big announcement at 2:00 PM ET on Tuesday" [X Link](https://x.com/KobeissiLetter/status/1995682481996267701) 2025-12-02T02:32Z 1.4M followers, 15.1M engagements "Recent Layoff Announcements: [--]. US Government: [------] employees [--]. UPS: [-----] employees [--]. Amazon: Up to [-----] employees [--]. Intel: [-----] employees [--]. Nestle: [-----] employees [--]. Verizon: [-----] employees [--]. Accenture: [-----] employees [--]. Ford: [-----] employees [--]. Novo Nordisk: [----] employees [--]. Microsoft: [----] employees [--]. PwC: [----] employees [--]. Salesforce: [----] employees [--]. IBM: [----] employees [--]. American Airlines: [----] employees [--]. Paramount: [----] employees [--]. Target: [----] employees [--]. General Motors: [----] employees [--]. Applied Materials: [----] employees [--]. Kroger: [----] employees 20." [X Link](https://x.com/KobeissiLetter/status/1996945104313999841) 2025-12-05T14:09Z 1.4M followers, 6.3M engagements "US small business bankruptcies are surging as if there is a recession: A record [----] small firms have filed for bankruptcy under Subchapter V year-to-date. Subchapter V allows businesses and individuals with under $3 million in debt to reorganize more quickly and cheaply than traditional Chapter [--]. Bankruptcies have risen +83% over the last [--] years. This surge has continued despite the debt limit being reduced from $7.5 million to $3 million last year which made it harder for larger businesses to qualify. The increase has been driven by persistently high borrowing costs cautious consumer" [X Link](https://x.com/KobeissiLetter/status/1997406441397690861) 2025-12-06T20:43Z 1.4M followers, 185.1K engagements "BREAKING: There is now a 94% chance that the Fed will cut interest rates on Wednesday per Polymarket. The 3rd rate cut of [----] is coming" [X Link](https://x.com/KobeissiLetter/status/1998057190918078555) 2025-12-08T15:48Z 1.4M followers, 277.5K engagements "BREAKING: China's DeepSeek is set to announce a new AI model that used Nvidias Blackwell chips which were "smuggled" into the country per The Information. DeepSeek reportedly tapped chips installed in data centers in various countries then dismantled and shipped to China" [X Link](https://x.com/KobeissiLetter/status/1998757807995359395) 2025-12-10T14:12Z 1.4M followers, 290.9K engagements "FED CHAIR POWELL: "Conditions in the labor market are cooling and inflation remains somewhat elevated." Yet another way to say "stagflation."" [X Link](https://x.com/KobeissiLetter/status/1998838190547832897) 2025-12-10T19:32Z 1.3M followers, 5.5M engagements "BREAKING: President Trump officially launches the Trump Gold Card" and Trump Platinum Card" which includes: [--]. Trump Gold Card: "For a processing fee and after DHS vetting a $1 million contribution receive US residency in record time with the Trump Gold Card." [--]. Trump Platinum Card: "For a processing fee and after DHS vetting a $5 million contribution you will have the ability to spend up to [---] days in the United States without being subject to US taxes on non-US income." Trump says this is a way to "unlock life in America." https://twitter.com/i/web/status/1998845641884152094" [X Link](https://x.com/KobeissiLetter/status/1998845641884152094) 2025-12-10T20:01Z 1.4M followers, 1.7M engagements "BREAKING: The US Treasurys budget deficit dropped -52.8% YoY in November to $173.3 billion the lowest for this month since [----]. Excluding the pandemic this is the lowest reading since November [----]. This comes as government revenue rose +17.8% YoY to $740.4 billion the highest for the first [--] months in history. At the same time government expenditures fell -4.4% YoY to $1.19 trillion the 2nd-largest November total in history. However the deficit for the first [--] months of the FY2026 is now up to $457.6 billion the 2nd-highest in history. Deficit spending remains in full-swing" [X Link](https://x.com/KobeissiLetter/status/1999197425622258012) 2025-12-11T19:19Z 1.3M followers, 151K engagements "Is a US power crisis unfolding Power demand is expected to exceed available electric generation at peak moments by [----]. Peak demand is projected to reach [----] gigawatts above the [----] gigawatts of anticipated supply. By [----] the power capacity shortfall could widen to as much as [---] gigawatts a level that materially threatens grid stability. This would stem from peak demand rising to [----] gigawatts while anticipated peak supply declines to [----] gigawatts. The US is facing a surge in electricity use from AI data centers factories and EVs that is expected to overwhelm generation capacity and" [X Link](https://x.com/KobeissiLetter/status/1999892823210947002) 2025-12-13T17:22Z 1.3M followers, 393K engagements "BREAKING: Bitcoin falls below $87000 as $200 million worth of levered longs are liquidated in [--] minutes" [X Link](https://x.com/KobeissiLetter/status/2000588120811557284) 2025-12-15T15:25Z 1.3M followers, 858.6K engagements "BREAKING: In a massive hit Ford $F is writing down $19.5 billion in EV investments. Ford also says it will stop producing the electric version of the F-150" [X Link](https://x.com/KobeissiLetter/status/2000673886178865652) 2025-12-15T21:06Z 1.4M followers, 2.3M engagements "BREAKING: US oil prices fall to $55/barrel now at their lowest level since February [----]. President Trump continues to call for gas prices to fall to $2/gallon" [X Link](https://x.com/KobeissiLetter/status/2000951982874636662) 2025-12-16T15:31Z 1.4M followers, 3.2M engagements "Shocking stat of the day: US net interest costs on public debt rose +$19 billion YoY in the first [--] months of the Fiscal Year [----] to $179 billion. This makes interest the 2nd-largest government outlay only behind Social Security at $268 billion. By comparison Medicare Health and Defense spending totaled $176 billion $170 billion and $165 billion respectively over the last [--] months. During this period interest expense as a % of tax revenue was 24.2% near an all-time high. This is nearly [--] TIMES above the average seen between [----] and [----]. Interest costs are out of control" [X Link](https://x.com/KobeissiLetter/status/2001289065451127130) 2025-12-17T13:51Z 1.3M followers, 121.5K engagements "BREAKING: Credit default swap spreads on Oracle's $ORCL debt have surged above [---] bps. Investors are selling the stock over concerns around the company's ability to deliver on recently announced data center buildouts. BREAKING: Oracle stock $ORCL falls another -5% today and is now -50% from its record high seen on September 10th. The cost of protection against default on Oracle's debt is at its highest since [----]. https://t.co/Wk2MYmxV9o BREAKING: Oracle stock $ORCL falls another -5% today and is now -50% from its record high seen on September 10th. The cost of protection against default on" [X Link](https://x.com/KobeissiLetter/status/2001346654264529018) 2025-12-17T17:40Z 1.3M followers, 415.7K engagements "You cant make this up: Bitcoin just surged +$3000 in [--] hour and reclaimed $90000 as $120 million worth of levered shorts were liquidated. Minutes later $200 million worth of levered longs were liquidated with Bitcoin now down to $86000. Thats a $140 BILLION swing in market cap in under [--] hours. Leverage is out of control" [X Link](https://x.com/KobeissiLetter/status/2001357941451165882) 2025-12-17T18:24Z 1.3M followers, 1.8M engagements "US Core CPI Inflation: [--]. August 2025: 3.1% 6-month high [--]. September 2025: 3.0% "rare exception release" during government shutdown [--]. October 2025: Inflation report is cancelled [--]. November 2025: 2.6% lowest since [----] What just happened" [X Link](https://x.com/KobeissiLetter/status/2001651077192782116) 2025-12-18T13:49Z 1.4M followers, 344.9K engagements "BREAKING: Silver surges above $67/oz for the first time in history now up +133% this year" [X Link](https://x.com/KobeissiLetter/status/2002067207791243320) 2025-12-19T17:23Z 1.4M followers, 815.9K engagements "The US consumer sentiment divide is widening: Sentiment among consumers earning less than $50000 has fallen steadily over the past year to near the lowest level since early [----]. Among those earning $50000$100000 sentiment has also declined though by a smaller margin to the lowest since early [----]. Meanwhile consumers earning over $100000 have maintained a much higher optimism during this period. As a result the sentiment gap between the lowest and highest earners has widened to the largest in at least [--] years. Lower-income consumers are under serious pressure." [X Link](https://x.com/KobeissiLetter/status/2002080753337683977) 2025-12-19T18:17Z 1.4M followers, 86.3K engagements "BREAKING: In a massive ruling the Supreme Court of Delaware rules that Elon Musk's $56 billion [----] pay package must be reinstated" [X Link](https://x.com/KobeissiLetter/status/2002129229274886264) 2025-12-19T21:29Z 1.4M followers, 1.1M engagements "BREAKING: The odds of the Fed PAUSING rate cuts in January [----] surge to a new high of 86% per Polymarket. Fed Chair Powell is about to halt rate cuts again even as core inflation hits its lowest level since March 2021" [X Link](https://x.com/KobeissiLetter/status/2003546339024757139) 2025-12-23T19:20Z 1.4M followers, 227.1K engagements "The global working age population is shrinking: The percentage of people aged [--] to [--] in the world population is down [---] points since [----] to 55%. Over this period the sharpest decline was recorded in China at [---] percentage points to 44%. In the US the working age population proportion fell [---] percentage points to 54%. On the other hand the European Union saw a +2 percentage point increase to 57%. Overall the number of countries where the working age population is shrinking is up by +48 since [----] to [--]. That number is estimated to increase to [--] by [----]. Demographics are set to be a" [X Link](https://x.com/KobeissiLetter/status/2003830821887660433) 2025-12-24T14:11Z 1.4M followers, 96.8K engagements "BREAKING: Nvidia $NVDA rises above $190.00 in overnight trading after reaching a $20 billion licensing deal with Groq" [X Link](https://x.com/KobeissiLetter/status/2004396381407223811) 2025-12-26T03:38Z 1.3M followers, 496.6K engagements "ELON MUSK: "This is not good. Silver is needed in many industrial processes." Will silver soon enter the trade war BREAKING: China will be imposing export restrictions on silver beginning in [--] days on January 1st. These restrictions will require special government licenses for silver exports. Shanghai silver prices are now up to $85/oz a $5 premium to spot prices in the US. https://t.co/Dw2R3ytaAv BREAKING: China will be imposing export restrictions on silver beginning in [--] days on January 1st. These restrictions will require special government licenses for silver exports. Shanghai silver" [X Link](https://x.com/KobeissiLetter/status/2004953151686988076) 2025-12-27T16:30Z 1.4M followers, 466.2K engagements "BREAKING: Silver officially surpasses Nvidia $NVDA as the 2nd most valuable asset in the world now worth $4.65 TRILLION" [X Link](https://x.com/KobeissiLetter/status/2005417185427251423) 2025-12-28T23:14Z 1.4M followers, 1.2M engagements "Japanese government bonds have recorded historic losses: Japans [--] to 10-year bonds are down -32% in US Dollars over the last [--] years the worst performance among any major bond market. This is followed by Germanys government bonds which are down -8% over the same period. Bond prices began to decline in [----] with losses accelerating in [----] as inflation surged and major global central banks began hiking rates. Meanwhile [--] to 10-year US Treasuries are up +13% since November [----] despite falling in [----] and [----]. At the same time China's government bonds are up +35% as yields declined amid rising" [X Link](https://x.com/KobeissiLetter/status/2006847651677929620) 2026-01-01T21:59Z 1.3M followers, 258.5K engagements "Just [--] hours ago Chinese officials arrived in Venezuela for talks with President Maduro. [--] hours later the US launched large airstrikes on Venezuela's capital in a major escalation. A statement from President Trump is expected" [X Link](https://x.com/KobeissiLetter/status/2007374426795585827) 2026-01-03T08:52Z 1.3M followers, 1.7M engagements "BREAKING: President Trump posts a photo of President Maduro in US custody" [X Link](https://x.com/KobeissiLetter/status/2007488662276120687) 2026-01-03T16:26Z 1.4M followers, 971.3K engagements "BREAKING: Bitcoin surges above $91000 as over $60 million worth of levered shorts are liquidated in [--] hour. Bitcoin is now up +$3000 since the lows seen after the US began strikes on Venezuela last night" [X Link](https://x.com/KobeissiLetter/status/2007605665368518716) 2026-01-04T00:11Z 1.3M followers, 501K engagements "While everyone is focused on oil: Venezuela currently holds [---] metric TONS of gold reserves. [---] metric tons is roughly [----] million troy ounces worth $22 BILLION at $4300/oz. This makes Venezuela the Latin American country with the largest gold holdings. Every $100 that gold rises these holdings gain +$518 million of value. Controlling Venezuela is set to produce hundreds of billions of revenue for the US. Will the US take control of these gold reserves https://twitter.com/i/web/status/2007624542512927048 https://twitter.com/i/web/status/2007624542512927048" [X Link](https://x.com/KobeissiLetter/status/2007624542512927048) 2026-01-04T01:26Z 1.3M followers, 1.5M engagements "The geopolitical advantage of Venezuela: As we outline below Venezuela holds BILLIONS of barrels of heavy crude oil. Who else holds large amounts of heavy crude oil Russia. Who is the largest IMPORTER of Venezuelan crude oil China. In fact 5% of China's annual crude oil imports are sourced from Venezuela. And who has some of the largest HEAVY crude oil refineries in the world The US. It is no coincidence that President Trump said "China is going to get oil" during his press conference yesterday. The US controlling Venezuela provides strategic geopolitical leverage over both China and Russia." [X Link](https://x.com/KobeissiLetter/status/2007856298570707430) 2026-01-04T16:47Z 1.3M followers, 265.5K engagements "BREAKING: Gold futures surge above $4500/oz now up +$220 since the low seen last week. Gold is now less than 2% away from a new record high" [X Link](https://x.com/KobeissiLetter/status/2008553289101832247) 2026-01-06T14:56Z 1.4M followers, 142.4K engagements "@haveAcIue Interesting observation. This is unusual: At 9:30 AM ET today when the US market opened Blackstone's stock $BX began trading lower. This came even as the S&P [---] hit a new all time high at the open. By 10:35 AM ET Blackstone's stock was down -4% without any material news. At 12:45 PM ET https://t.co/o8FlbJLQ7f This is unusual: At 9:30 AM ET today when the US market opened Blackstone's stock $BX began trading lower. This came even as the S&P [---] hit a new all time high at the open. By 10:35 AM ET Blackstone's stock was down -4% without any material news. At 12:45 PM ET" [X Link](https://x.com/KobeissiLetter/status/2009011411587129440) 2026-01-07T21:17Z 1.4M followers, 32K engagements "PRESIDENT TRUMP: Cuba is in trouble and hanging by a thread" [X Link](https://x.com/KobeissiLetter/status/2009338249484075283) 2026-01-08T18:55Z 1.4M followers, 97.2K engagements "BREAKING: The US Dollar now represents 40% of global currency reserves the lowest in at least [--] years. This percentage has declined [---] percentage points over the last [--] years. Over the same period golds percentage has increased +12 points to 28% the highest since the early 1990s. Gold now accounts for more global FX reserves than Euro Yen and Pound combined. This comes as central banks continue diversifying away from the US Dollar while rapidly stockpiling gold in their vaults. As a result gold prices rallied +65% in [----] the largest annual gain since [----] while the US Dollar Index" [X Link](https://x.com/KobeissiLetter/status/2009441241637720254) 2026-01-09T01:45Z 1.3M followers, 709.1K engagements "The US trade deficit continues to improve at a historic pace: The US goods and services trade gap narrowed +$18.79 billion or +39% in October to $29.4 billion the smallest since [----]. Since the March peak the US trade deficit has narrowed by +$107.02 billion or +78%. This comes as imports fell -3.2% MoM to $331.37 billion the lowest since January [----]. At the same time exports rose +2.6% MoM to $302 billion the highest value on record. The merchandise trade deficit adjusted for inflation narrowed to $63.0 billion in October the smallest since February [----]. The US trade deficit is rapidly" [X Link](https://x.com/KobeissiLetter/status/2009759715346264255) 2026-01-09T22:50Z 1.3M followers, 237K engagements "BREAKING: President Trump announces he is capping credit card interest rates at 10% for one year effective January 20th" [X Link](https://x.com/KobeissiLetter/status/2009796042968170900) 2026-01-10T01:14Z 1.4M followers, 70.5K engagements "Is the US economy booming The most recent Atlanta Fed estimate for real US GDP quarterly growth in Q4 [----] is now +5.1%. This is up from the 2.7% forecast seen just last week and far above the 0.9% consensus expectation among economists. If this materializes it would mark the strongest quarterly growth in [--] years when the US economy grew 7.0% in Q4 [----]. The surge is likely driven by a narrowing trade deficit. In October imports fell -3.2% MoM to the lowest since January [----] while exports rose +2.6% MoM to the highest on record boosting GDP. However the import drop came from volatile" [X Link](https://x.com/KobeissiLetter/status/2010436854810816887) 2026-01-11T19:41Z 1.4M followers, 125.7K engagements "It is crystal clear: Any trade that has to do with improving affordability will do very well this year. Any trade that has to do with decreasing consumer sentiment will do terribly this year. President Trump is in midterm election mode" [X Link](https://x.com/KobeissiLetter/status/2010537213457518602) 2026-01-12T02:20Z 1.3M followers, 270.6K engagements "BREAKING: Silver surges above $85/oz for the first time in history now already up +19% in 2026" [X Link](https://x.com/KobeissiLetter/status/2010710090077073828) 2026-01-12T13:46Z 1.4M followers, 656.6K engagements "BREAKING: President Trump says large US tech companies must pay their own way for the rapidly rising electricity costs due to data centers. Trump says Microsoft $MSFT is first up and they will make major changes this week. Trump is going after electricity costs next" [X Link](https://x.com/KobeissiLetter/status/2010861905494032414) 2026-01-12T23:50Z 1.3M followers, 1.2M engagements "BREAKING: Former NYC Mayor Eric Adams launches a memecoin that hits $580 million in market cap before crashing -80% in a matter of minutes. Nearly $500 million in market cap has been lost since the post-launch peak" [X Link](https://x.com/KobeissiLetter/status/2010897418804740126) 2026-01-13T02:11Z 1.3M followers, 1.5M engagements "PRESIDENT TRUMP: When the market goes up the Fed should lower interest rates. Fed Chair Powell kills every rally Trump adds. You do not own enough assets" [X Link](https://x.com/KobeissiLetter/status/2011158657355165708) 2026-01-13T19:29Z 1.4M followers, 1.6M engagements "AI-driven borrowing is pushing investors to seek more downside protection: The weekly trading volume in credit default swaps (CDS) tied to major tech companies rose to $8 billion in December [----] the highest on record. Volumes have more than DOUBLED since August. By comparison volumes were steady at $3 billion for the first half of [----]. This comes as tech companies raised a combined $88 billion in debt last fall to fund AI infrastructure projects led by Meta $META Amazon $AMZN Alphabet $GOOGL and Oracle $ORCL. Meanwhile investment-grade companies are projected to raise a massive $1.5" [X Link](https://x.com/KobeissiLetter/status/2011173053422579841) 2026-01-13T20:26Z 1.4M followers, 84.3K engagements "BREAKING: Bitcoin rises above $96000 for the first time since November 16th. Bitcoin is now up +10% in 2026" [X Link](https://x.com/KobeissiLetter/status/2011199940350103795) 2026-01-13T22:13Z 1.3M followers, 344.2K engagements "Institutional investors are betting against market volatility: Net $VIX futures positioning among asset managers is down to -$36.6 million the lowest since August [----]. Excluding July and August [----] this marks the lowest reading in at least [--] years. Positioning shifted from net long +$20.0 million to net short over the last [--] weeks marking a sharp reversal. Such extreme short positioning often leaves markets vulnerable to sharp volatility spikes if sentiment deteriorates. A similar setup occurred in July-August [----] when a sudden shift in risk appetite drove a nearly -10% market pullback. Is" [X Link](https://x.com/KobeissiLetter/status/2011601582903697622) 2026-01-15T00:49Z 1.4M followers, 121.4K engagements "BREAKING: President Trump says he has formed the Board of Peace which will be announced soon. Trump says this is the most prestigious board ever assembled" [X Link](https://x.com/KobeissiLetter/status/2011943584421822913) 2026-01-15T23:28Z 1.3M followers, 1.9M engagements "US corporate bond downgrades are surging at an alarming pace: $55 billion of corporate bonds were downgraded from investment-grade to junk status in [----] the highest since [----]. At the same time only $10 billion of upgrades to investment-grade were recorded the lowest in at least [--] years. This means downgrade volumes were [---] times higher than upgrades compared to [---] times in [----]. By comparison in [----] there were only $4 billion in downgrades and $22 billion in upgrades meaning upgrades outpaced downgrades by [---] times. Meanwhile $63 billion of bonds are now on the brink of junk status up" [X Link](https://x.com/KobeissiLetter/status/2012159972872720535) 2026-01-16T13:48Z 1.4M followers, 151.8K engagements "BREAKING: US existing home sales surged +5.1% MoM in December to an annualized rate of [----] million the highest since March [----]. This marks the 4th consecutive month of growth and the strongest monthly gain since February [----]. However sales remain [-----] million or -37% below the [----] peak levels. For the full year there were [----] million existing home sales unchanged from [----]. Meanwhile the median home sales price rose +0.4% YoY to $405400 a record high for any December. This also marks the 30th consecutive monthly gain but the weakest in [---] years. The housing market is showing early" [X Link](https://x.com/KobeissiLetter/status/2012177762958639462) 2026-01-16T14:58Z 1.3M followers, 130K engagements "BREAKING: Elon Musk is seeking up to $134 BILLION in damages from OpenAI in a newly filed lawsuit. Musks legal team argues that his early funding and involvement materially contributed to OpenAIs rise which is now valued at $500+ billion. The lawsuit says OpenAI has become a for-profit company entitling Musk to compensation tied to the value created from his early contributions. Musk helped found OpenAI in [----] and donated approximately $38 million in early funding. When asked about the lawsuit Elon Musk responded: Ive lost a few battles over the years but Ive never lost a war. Buckle up for" [X Link](https://x.com/KobeissiLetter/status/2012533133929791925) 2026-01-17T14:31Z 1.4M followers, 1.4M engagements "The next [--] hours are critical: With the EU's "emergency meeting" scheduled for tomorrow we are now on step #4 of our tariff playbook We expect the EU to take an aggressive but open approach. They will threaten to cancel the EU-US trade deal while encouraging President Trump to negotiate. This is exactly the position President Trump aims to achieve. Typically US futures would open on Sunday at [--] PM ET but this is delayed by [--] hours due to the market closure on Monday. This will lead to step #5 and #6 of our tariff playbook below: markets open lower and President Trump plays "hardball."" [X Link](https://x.com/KobeissiLetter/status/2012716175906701345) 2026-01-18T02:38Z 1.4M followers, 111.1K engagements "Key Events This Week: [--]. Stock Market Futures React to Trumps 10% EU Tariffs - Tonight [--]. US Markets Closed MLK Day - Monday [--]. December Pending Home Sales data - Wednesday [--]. US Q3 [----] GDP data - Thursday [--]. November PCE Inflation data - Thursday [--]. January S&P Global PMI data - Friday [--]. 10% of S&P [---] companies report earnings this week We have a short but busy week ahead. https://twitter.com/i/web/status/2012889874660262293 https://twitter.com/i/web/status/2012889874660262293" [X Link](https://x.com/KobeissiLetter/status/2012889874660262293) 2026-01-18T14:08Z 1.3M followers, 218.3K engagements "BREAKING: US Treasury Secretary Bessent says the US must take Greenland because Europe is too weak to ensure its own security" [X Link](https://x.com/KobeissiLetter/status/2012913729667768479) 2026-01-18T15:43Z 1.4M followers, 758.1K engagements "US venture capital investment in rare earth startups is skyrocketing: VC investment in US rare earth mineral startups hit a record $628.5 million in [----]. This marks a near 3000% increase from [----]. And this figure excludes government deals including a $400 million equity investment from the Defense Department in MP Materials in July. As a result US startups attracted 90% of all global funding for rare earth minerals last year. This all comes as China controls 60% of global rare earth mining output and over 90% of refining capacity. The US is rushing to reduce reliance on the Chinese rare" [X Link](https://x.com/KobeissiLetter/status/2012971251782779067) 2026-01-18T19:32Z 1.3M followers, 244.8K engagements "Chinas credit crisis is worsening: New bank loans in China dropped [-----] trillion yuan in [----] or -10% to [-----] trillion yuan the lowest since [----]. This marks their 2nd consecutive annual decline. China has been in an extended credit slowdown since early [----] with the economy trapped in a deflationary spiral. Weakness has been driven by sluggish demand from borrowers as weak consumer confidence and declining business investment have eroded appetite for new debt. China's [----] moment is now. https://twitter.com/i/web/status/2012986351063564558" [X Link](https://x.com/KobeissiLetter/status/2012986351063564558) 2026-01-18T20:32Z 1.4M followers, 309K engagements "BREAKING: Bitcoin falls -$2000 in minutes as markets react to the US-EU trade war returning" [X Link](https://x.com/KobeissiLetter/status/2013039444664713558) 2026-01-19T00:02Z 1.4M followers, 720.4K engagements "BREAKING: Bitcoin falls nearly -$4000 as $500 million worth of levered longs are liquidated in [--] minutes" [X Link](https://x.com/KobeissiLetter/status/2013042848183325071) 2026-01-19T00:16Z 1.3M followers, 946.3K engagements "PRESIDENT TRUMP: Building a New York Stock Exchange in Dallas is an unbelievably bad thing for New York" [X Link](https://x.com/KobeissiLetter/status/2013104166915526883) 2026-01-19T04:20Z 1.4M followers, 775.9K engagements "PRESIDENT TRUMPS FULL LETTER TO NORWAY: I no longer feel an obligation to think purely of peace but can now think about what is good and proper for the USA. Trump is doubling down on Greenland. Step #6 of our tariff playbook is beginning. https://t.co/smgK72PeXk https://t.co/smgK72PeXk" [X Link](https://x.com/KobeissiLetter/status/2013246726560174205) 2026-01-19T13:46Z 1.3M followers, 1.4M engagements "Last week we posted the below analysis for our premium members. We continued buying the dip in $NATGAS and called for $3.70. Longs are now up nearly +15% on this move in a massive turnaround Subscribe below to access our premium analysis: http://thekobeissiletter.com/subscribe http://thekobeissiletter.com/subscribe" [X Link](https://x.com/KobeissiLetter/status/2013267352293630280) 2026-01-19T15:08Z 1.4M followers, 77.8K engagements "Retail investor bullish sentiment is through the roof: 49.5% of individual investors expressed a bullish stock market outlook over the next [--] months in the latest AAII survey the highest since November [----]. This marks the 6th week of the last [--] during which bullish sentiment has remained above the long-term average of 37.5%. Meanwhile bearish sentiment fell to 28.2% the 2nd-lowest since November [----]. This marks the 3rd consecutive weekly reading below the average of 31.0%. Bullish sentiment has now outpaced bearish sentiment for [--] consecutive weeks the longest streak in [--] months. Retail" [X Link](https://x.com/KobeissiLetter/status/2013365348741869634) 2026-01-19T21:38Z 1.3M followers, 99.6K engagements "US productivity is surging: US labor productivity soared by an annualized +4.9% in Q3 [----] the strongest pace in [--] years. This follows an upwardly revised +4.1% increase in Q2 marking the 2nd consecutive quarter with productivity gains above 4.0%. Unit labor costs which signal how much a company pays workers to produce one unit of output fell -1.9% in Q3 following a decline in Q2 the first back-to-back declines since [----]. This comes as many businesses are using new technology and equipment to improve worker efficiency. The combination of rising productivity and falling labor costs should" [X Link](https://x.com/KobeissiLetter/status/2013378183069044954) 2026-01-19T22:29Z 1.3M followers, 150.8K engagements "BREAKING: The 10Y Note Yield surges to 4.26% its highest level since September [----]. Keep watching the bond market President Trump does NOT want higher yields" [X Link](https://x.com/KobeissiLetter/status/2013404604512530748) 2026-01-20T00:13Z 1.4M followers, 385.8K engagements "BREAKING: President Trump posts a picture of map with Canada Greenland and Venezuela all part of the United States" [X Link](https://x.com/KobeissiLetter/status/2013591373006676322) 2026-01-20T12:36Z 1.3M followers, 704.4K engagements "It keeps coming back to rare earths: Greenland holds an estimated [---] MILLION metric tons of rare earth reserves. This makes Greenland the 8th largest holder of rare earth reserves. Even more important Greenland had effectively ZERO rare earth production in [----]. Production is near zero due to lack of funding and necessary infrastructure. Greenland is estimated to have up to $5 trillion worth of natural resources. This is equivalent to roughly 20% of US GDP and almost entirely untapped. Greenland is incredibly valuable. This is unprecedented: If President Trump acquires Greenland and" [X Link](https://x.com/KobeissiLetter/status/2013697789335576750) 2026-01-20T19:39Z 1.3M followers, 330.9K engagements "BREAKING: Bitcoin falls -$2000 in minutes as $360 million worth of levered longs are liquidated over the last [--] minutes. Bitcoin is back below $87000 now down -9% in [--] hours" [X Link](https://x.com/KobeissiLetter/status/2013745509404660108) 2026-01-20T22:48Z 1.4M followers, 279.5K engagements "Hedge funds are ramping up bearish bets on the Japanese yen: Leveraged funds raised net yen shorts by +35624 contracts in the week ending January 13th the largest weekly increase since May [----]. This marks the first jump in bearish positioning over the last [--] weeks. As a result net short positions jumped to [-------] contracts the most bearish since Q1 [----]. This comes as investor expectations are growing that Prime Minister Takaichi will win the snap election and pursue more fiscal stimulus further widening Japan's deficit. Meanwhile the Yen is trading at [---] against the US Dollar near its" [X Link](https://x.com/KobeissiLetter/status/2013764750136746138) 2026-01-21T00:05Z 1.3M followers, 126.8K engagements "BREAKING: Gold futures surge above $4800/oz for the first time in history. At this rate well see $5000 by Friday" [X Link](https://x.com/KobeissiLetter/status/2013782683227164888) 2026-01-21T01:16Z 1.4M followers, 301.9K engagements "Japanese government bond demand is crashing: Japanese insurers sold -$5.2 billion of bonds with maturities of 10+ years in December the largest monthly sale since data began in [----]. This marks the 5th consecutive monthly sale the longest streak on record. Over this period insurers sold a net -$8.7 billion of long-term bonds. Meanwhile on Tuesday Japan's 20-year government bond auction demand fell significantly below its 12-month average. The bid-to-cover ratio dropped to [----] down from [---] at the last auction and below the 12-month average of [----]. This indicates weaker demand relative to" [X Link](https://x.com/KobeissiLetter/status/2013825144834375856) 2026-01-21T04:05Z 1.4M followers, 305.7K engagements "BREAKING: Natural gas prices rise another +25% and post their largest 2-day gain in history as an arctic blast sweeps across the US. Natural gas prices are now up +60% in [--] days" [X Link](https://x.com/KobeissiLetter/status/2013951379132281181) 2026-01-21T12:26Z 1.4M followers, 411.3K engagements "Last week we posted the below analysis for our premium members. We continued buying the dip in $NATGAS and called for $3.70. Subscribers have cashed in gains for one of our best natural gas trades ever. Subscribe below to access our premium analysis: http://thekobeissiletter.com/subscribe http://thekobeissiletter.com/subscribe" [X Link](https://x.com/KobeissiLetter/status/2013953032245948791) 2026-01-21T12:33Z 1.3M followers, 55K engagements "BREAKING: US Pending Home Sales unexpectedly fall -9.3% month-over-month far worse than the -0.3% expected decline. This marks the largest decline since the pandemic in 2020" [X Link](https://x.com/KobeissiLetter/status/2013990690074612183) 2026-01-21T15:02Z 1.4M followers, 736.8K engagements "BREAKING: US markets surge as President Trump rules out military action in Greenland. We are now on step #7 of our tariff playbook with timing EXACTLY as outlined. https://t.co/smgK72PeXk https://t.co/smgK72PeXk" [X Link](https://x.com/KobeissiLetter/status/2013992627767795723) 2026-01-21T15:10Z 1.4M followers, 1M engagements "BREAKING: The EU has officially suspended their trade deal with the US amid Greenland tariff tensions" [X Link](https://x.com/KobeissiLetter/status/2013996754631365085) 2026-01-21T15:26Z 1.4M followers, 1.7M engagements "EU holdings of US assets are massive: EU investors now hold a record $10 TRILLION worth of US assets according to Treasury data. US equities represent the largest portion at $6 trillion or 58% of total EU holdings. At the same time EU holdings of US Treasuries stand at $2 trillion or 19% of the total. Expanding beyond the EU all European countries including the UK Norway and Switzerland reflect 40% of all foreign Treasury holdings. EU investors also own $2 trillion in US corporate and other bonds and $225 billion in agency bonds. Europes financial exposure to the US has never been larger." [X Link](https://x.com/KobeissiLetter/status/2014045652284743995) 2026-01-21T18:41Z 1.4M followers, 187.3K engagements "BREAKING: Gold and silver prices fall sharply as President Trump announces he is no longer imposing new 10% tariffs on the EU. This is the most tradable and profitable market of all time" [X Link](https://x.com/KobeissiLetter/status/2014060461579288917) 2026-01-21T19:40Z 1.4M followers, 1.3M engagements "The US debt crisis intensifies: 26% of US federal debt is set to mature within the next [--] months one of the largest portions this century. By comparison the peak was 29% in [----] when interest rates set by the Fed were at 0%. Between [----] and [----] this percentage remained below 20%. Currently interest rates stand at 3.75% with the market pricing in [--] cuts this year. This means $10 trillion in debt must be refinanced at significantly higher interest rates over the coming year. This comes as the US Treasury has shifted toward issuing shorter-dated bonds to minimize interest costs in the near" [X Link](https://x.com/KobeissiLetter/status/2014118891593564557) 2026-01-21T23:32Z 1.3M followers, 403.3K engagements "BREAKING: US GDP grows by +4.4% in Q3 [----] above expectations and the highest growth rate in [--] years" [X Link](https://x.com/KobeissiLetter/status/2014330932761678311) 2026-01-22T13:34Z 1.4M followers, 723.4K engagements "BREAKING: Silver surges to a new record high of $95.88/oz now up another +34% in [----]. Silver is about to post a 9-month win streak" [X Link](https://x.com/KobeissiLetter/status/2014366494474281200) 2026-01-22T15:56Z 1.3M followers, 327.9K engagements "Investor risk appetite is near-record levels: The S&P Global Investment Manager Index rose to +41% in January the highest reading since April [----]. This gauge covers a monthly survey of [---] institutional investors overseeing over $3.5 trillion in assets. This marks the 4th consecutive monthly increase in risk appetite. Now 58% of fund managers expect US equity gains over the next [--] days while only 16% anticipate losses. As a result the near-term market outlook jumped to +32% the 2nd-highest in [--] years. Wall Street is betting on a continued stock market rally." [X Link](https://x.com/KobeissiLetter/status/2014385570978685090) 2026-01-22T17:12Z 1.3M followers, 119.4K engagements "BREAKING: Gold prices officially rise above $4900/oz for the first time in history. Our long-time $5000 target is now just 2% away. What a run" [X Link](https://x.com/KobeissiLetter/status/2014395040466924028) 2026-01-22T17:49Z 1.4M followers, 819.2K engagements "BREAKING: The Cass Freight Index dropped -7.5% YoY in December to [----] nearly matching the [----] pandemic lows. This index tracks North American freight shipments and is one of the most important indicators of US shipping activity. This marks the 35th consecutive monthly decline the longest streak on record. Over this period shipments have dropped -22% with the index falling -5.5% in [----] -4.1% in [----] and -6.1% in [----]. Retailers are reducing inventories ordering and stocking fewer goods and freight capacity remains too high. By comparison during the [----] Financial Crisis the index fell for" [X Link](https://x.com/KobeissiLetter/status/2014419796390248711) 2026-01-22T19:28Z 1.4M followers, 141.8K engagements "Retail investors bought the dip: Individual investors net bought +$1.8 billion of the S&P [---] ETF $SPY yesterday the largest daily purchase since October. This was also the 3rd-largest inflow since the April [----] market recovery. Year-to-date retail purchases have exceeded +$1.0 billion every single day. For the week ending January 14th individual investors purchased +$12.0 billion worth of equities the largest weekly inflow in at least [--] months. This includes +$4.9 billion in single stocks the highest in [--] months. Retail investor risk appetite is stronger than ever." [X Link](https://x.com/KobeissiLetter/status/2014433889356312971) 2026-01-22T20:24Z 1.3M followers, 283.5K engagements "PRESIDENT TRUMP: Record numbers all over the place. Should I try for a fourth term" [X Link](https://x.com/KobeissiLetter/status/2014465045715947958) 2026-01-22T22:27Z 1.3M followers, 611.3K engagements "Global institutional investors have never held so little cash: Cash allocation by fund managers is down to just 3.2% the lowest since data began in the 1990s. This marks a [----] percentage point decline since April one of the fastest drops since the survey started. Cash levels are now at or below 4% of AUM for the 7th consecutive month the longest streak on record. According to Bank of America fund managers are the most bullish since July [----]. Meanwhile the majority of global investors have no downside protection against a largest stock-market drawdown the highest percentage since early 2018." [X Link](https://x.com/KobeissiLetter/status/2014482207759298922) 2026-01-22T23:36Z 1.3M followers, 190.7K engagements "BREAKING: President Trump withdraws his Board of Peace invitation to Canadas Prime Minister Carney" [X Link](https://x.com/KobeissiLetter/status/2014516651039871362) 2026-01-23T01:52Z 1.4M followers, 574.9K engagements "BREAKING: Intel stock $INTC falls over -14% after reporting Q4 [----] earnings now on track for its largest daily decline since August 2024" [X Link](https://x.com/KobeissiLetter/status/2014711839750250741) 2026-01-23T14:48Z 1.3M followers, 240.2K engagements "Retail investors are piling into gold and silver funds at an accelerating pace: Individual investors posted a +$95 million net inflow in the largest gold ETF $GLD on Tuesday the largest since October [----]. By comparison the largest daily inflows in [----] were in October and April at $150 million. Retail investors have net bought $GLD for almost every single day in [----]. As a result retail net inflows are up to $370 million YTD. Meanwhile silver-linked ETFs saw a record $922 million of retail inflows over the last [--] days. The retail rush into precious metals is accelerating." [X Link](https://x.com/KobeissiLetter/status/2014743932660306081) 2026-01-23T16:56Z 1.3M followers, 158.7K engagements "BREAKING: Intel $INTC extends its decline to -17% on the day now on track for its biggest daily drop in nearly [--] years. The US government's position in Intel is down -$4 billion today" [X Link](https://x.com/KobeissiLetter/status/2014768386811564525) 2026-01-23T18:33Z 1.3M followers, 319.3K engagements "BREAKING: Elon Musk says the biggest company in the world in [--] years from now will be worth as much as $100 trillion. That's [--] times the current size of Nvidia" [X Link](https://x.com/KobeissiLetter/status/2014773626726187469) 2026-01-23T18:53Z 1.3M followers, 251.5K engagements "BREAKING: US margin debt surged +$11.3 billion in December to a record $1.23 trillion. This marks the 8th consecutive monthly increase. Over this period margin debt has risen +$375 billion or +44%. Meanwhile margin debt growth is now outpacing S&P [---] gains by [--] percentage points YoY the widest gap since the [----] meme stock frenzy. Excluding [----] this marks the largest divergence since [----] when this metric hit [--] percentage points. Investors are using more leverage than ever. https://twitter.com/i/web/status/2014828729566912793 https://twitter.com/i/web/status/2014828729566912793" [X Link](https://x.com/KobeissiLetter/status/2014828729566912793) 2026-01-23T22:32Z 1.4M followers, 258.3K engagements "Asset owners are the only winners in this market. Own assets or be left behind" [X Link](https://x.com/KobeissiLetter/status/2014837930615803959) 2026-01-23T23:09Z 1.4M followers, 354.3K engagements "We are [--] weeks into 2026: Week 1: US captures Venezuela's President Maduro Week 2: Fed Chair Powell investigated by DOJ Week 3: President Trump tariffs EU over Greenland Week 4: President Trump threatens 100% Canada tariff This is the most tradable market in history" [X Link](https://x.com/KobeissiLetter/status/2015088452673347769) 2026-01-24T15:45Z 1.3M followers, 246.9K engagements "Retail investors are dumping Apple stock while piling into Nvidia and Tesla: Individual Investors purchased +$15 billion of Nvidia $NVDA stock since July [----] the most among all Magnificent [--] stocks. This is more than the other [--] stocks combined. This was followed by +$6 billion cumulative retail purchases of Tesla $TSLA over the same period. By comparison Meta $META Amazon $AMZN Microsoft $MSFT and Google $GOOGL saw +$3 billion +$3 billion +$2 billion and +$2 billion respectively. Meanwhile Apple $AAPL posted -$4 billion of retail net outflows over the same time period. Retail seems to be" [X Link](https://x.com/KobeissiLetter/status/2015173512865222828) 2026-01-24T21:23Z 1.4M followers, 195.6K engagements "BREAKING: Senate Democrats threaten to shut down the US government if DHS and ICE funding is included. The odds of a government shutdown on January 31st are rising sharply" [X Link](https://x.com/KobeissiLetter/status/2015220649220837584) 2026-01-25T00:30Z 1.3M followers, 551.5K engagements "BREAKING: Bitcoin falls below $88000 as $60 million worth of levered longs are liquidated in [--] minutes. A government shutdown is now expected and President Trump has threatened 100% tariffs on Canada. US stock market futures will open in less than [--] hours" [X Link](https://x.com/KobeissiLetter/status/2015457604026122247) 2026-01-25T16:11Z 1.3M followers, 549.3K engagements "PRESIDENT TRUMP: Canada is systematically destroying itself. The China deal is a disaster. We are now on step #3 of the tariff playbook. https://t.co/smgK72PeXk https://t.co/smgK72PeXk" [X Link](https://x.com/KobeissiLetter/status/2015479511458988073) 2026-01-25T17:38Z 1.3M followers, 691.2K engagements "BREAKING: Canadas Prime Minister Carney says he does NOT plan to sign a free trade agreement with China after President Trump threatened 100% tariffs" [X Link](https://x.com/KobeissiLetter/status/2015553804440052007) 2026-01-25T22:34Z 1.3M followers, 545.2K engagements "BREAKING: Gold futures officially rise above $5100/oz for the first time in history. Truly incredible" [X Link](https://x.com/KobeissiLetter/status/2015607763875852341) 2026-01-26T02:08Z 1.4M followers, 353.2K engagements "BREAKING: Golds market cap officially hits a record $35 trillion and silvers market cap hits a record $6 trillion. Gold and silver are now worth [--] TIMES the market cap of Nvidia" [X Link](https://x.com/KobeissiLetter/status/2015698811977351538) 2026-01-26T08:10Z 1.4M followers, 643.5K engagements "BREAKING: Silver hits a record $110/oz now up +54% this month. This puts silver +280% above where it was in January 2025" [X Link](https://x.com/KobeissiLetter/status/2015707555566166116) 2026-01-26T08:45Z 1.4M followers, 480.4K engagements "BREAKING: Nvidia announces a $2 billion investment in CoreWeave. CoreWeave stock $CRWV is up over +10% on the news" [X Link](https://x.com/KobeissiLetter/status/2015774146383302760) 2026-01-26T13:09Z 1.4M followers, 575K engagements "BREAKING: India and the EU announce that trade talks are complete and a new trade deal will be announced tomorrow" [X Link](https://x.com/KobeissiLetter/status/2015800422573707443) 2026-01-26T14:54Z 1.3M followers, 292.1K engagements "BREAKING: GameStop stock $GME surges over +5% after Michael Burry announces he has been buying the stock" [X Link](https://x.com/KobeissiLetter/status/2015832476405424524) 2026-01-26T17:01Z 1.3M followers, 195.7K engagements "BREAKING: Silver hits a record $115/oz and is now officially up more than +60% this month in an unprecedented move. For anyone keeping track silver hit $100/oz just [--] trading hours ago. This run will be referenced for decades to come" [X Link](https://x.com/KobeissiLetter/status/2015836969129931214) 2026-01-26T17:19Z 1.4M followers, 379.7K engagements "BREAKING: The S&P [---] measured in ounces of gold is down to [----] the lowest since [----]. This ratio has fallen [-----] or -48% since [----] as gold prices have outperformed the index. Over this time gold prices have rallied +180% while the S&P [---] has gained +45%. Historically every time this ratio has fallen below [---] market volatility increased materially. Gold can see the future" [X Link](https://x.com/KobeissiLetter/status/2015872367667642698) 2026-01-26T19:40Z 1.3M followers, 199.8K engagements "BREAKING: UnitedHealth stock $UNH falls over -8% after a new report says the US will hold payments to private Medicare plans flat next year" [X Link](https://x.com/KobeissiLetter/status/2015902780364386580) 2026-01-26T21:40Z 1.3M followers, 305.3K engagements "BREAKING: President Trump increases tariffs on South Korea to 25% and says the country is "not living up to its deal with the US."" [X Link](https://x.com/KobeissiLetter/status/2015907877685281095) 2026-01-26T22:01Z 1.4M followers, 756K engagements "BREAKING: Gregory Bovino has been removed from his role as Border Patrol commander at large" per The Atlantic. This follows reports that Bovino was ordered by President Trump to leave Minnesota today" [X Link](https://x.com/KobeissiLetter/status/2015936991204868227) 2026-01-26T23:56Z 1.3M followers, 770.7K engagements "Asset managers are extremely bullish: Net $VIX futures positioning among asset managers is down to -$1.0 billion the lowest in at least [--] years. Short volatility bets have now surpassed the August [----] peak before the Volatility Index $VIX exploded +280% to [--] points the highest since the [----] pandemic. At the same time hedge fund $VIX futures positioning is down to -$42.7 million the lowest since August [----] and the 2nd-lowest on record. Positioning shifted from neutral to net short over the last several weeks marking a sharp reversal in the sentiment. Meanwhile US hedge fund gross leverage" [X Link](https://x.com/KobeissiLetter/status/2016157748485136860) 2026-01-27T14:34Z 1.4M followers, 134.1K engagements "BREAKING: The US Dollar Index officially falls to its lowest level since [----]. Own assets or be left behind" [X Link](https://x.com/KobeissiLetter/status/2016198781218521505) 2026-01-27T17:17Z 1.4M followers, 770.6K engagements "BREAKING: UnitedHealth stock $UNH extends its decline to -20% on the day erasing -$65 billion of market cap. The stock is now on track for its worst day since April 17th 2025" [X Link](https://x.com/KobeissiLetter/status/2016209967326626175) 2026-01-27T18:01Z 1.3M followers, 379.5K engagements "Silver ETF trading volume is exploding: Trading volume in the largest silver-backed ETF $SLV hit a record $40 billion on Monday. This marks the highest turnover among any other asset and is [--] TIMES its average daily volume. This also TRIPLES the previous peak seen in [----]. By comparison the S&P [---] ETF $SPY traded $25 billion the Nasdaq [---] ETF $QQQ $17 billion while Nvidia $NVDA and Tesla $TSLA each traded $16 billion. Furthermore the 2x leverage long-silver futures ETF $AGQ posted $8 billion in volume yesterday. The largest Gold ETF $GLD also saw massive turnover of $13 billion but $27" [X Link](https://x.com/KobeissiLetter/status/2016223431176384575) 2026-01-27T18:55Z 1.4M followers, 182K engagements "US tech workers are automating themselves: The technology sector now reflects 2.3% of total US employment the lowest since early [----]. This percentage peaked around the ChatGPT launch in November [----] and has fallen over the last [--] years. Over this period employment in Computing Infrastructure Data Processing Web Hosting Web Search and Computer Systems Design Services has shed [------] jobs. This reverses a 20-year uptrend in tech employment. Meanwhile software development job postings on Indeed have dropped -71% since the February [----] peak. Postings are now -33% below pre-pandemic levels." [X Link](https://x.com/KobeissiLetter/status/2016239033878503684) 2026-01-27T19:57Z 1.4M followers, 378.6K engagements "PRESIDENT TRUMP: Make Iraq Great Again" [X Link](https://x.com/KobeissiLetter/status/2016239617415205336) 2026-01-27T19:59Z 1.3M followers, 303K engagements "BREAKING: Gold futures surge to a record $5160/oz now up +18% this month. Not even an intraday decline is able to hold" [X Link](https://x.com/KobeissiLetter/status/2016242458414440665) 2026-01-27T20:10Z 1.4M followers, 486.3K engagements "PRESIDENT TRUMP: We have to use tariffs to achieve world peace" [X Link](https://x.com/KobeissiLetter/status/2016265603460563325) 2026-01-27T21:42Z 1.4M followers, 125.4K engagements "BREAKING: Global gold ETFs posted a record +$88.6 billion in inflows in [----] the strongest year on record. North America led with +$50.7 billion in inflows followed by Asia at +$25.3 billion and Europe at +$11.7 billion. This marks only the 2nd year of positive inflows over the last [--] years. December alone attracted +$10.0 billion the 3rd-strongest month in [----]. Last year AUM in global gold ETFs surged +114% to a record $582.9 billion. In tonnage terms demand rose to +801 tonnes in [----] the 2nd-highest in history after [----] when +893 tonnes were recorded. [----] was a historic year for gold." [X Link](https://x.com/KobeissiLetter/status/2016275776161927327) 2026-01-27T22:23Z 1.3M followers, 100.6K engagements "The worldwide equity boom is gaining momentum: 45% of global equity markets hit all-time highs over the last month when measured in local currencies the highest since [----]. In US Dollar terms 35% of markets reached records also the strongest reading since the [----] peak. By comparison both percentages were at 0-5% at the beginning of [----]. Furthermore 92% of markets in the MSCI All-Country World Index (ACWI) are now within 5% of a 52-week high the best breadth since [----]. There have been only [--] other occurrences of readings above 90% this century. The global bull market is expanding." [X Link](https://x.com/KobeissiLetter/status/2016309498227597316) 2026-01-28T00:37Z 1.3M followers, 134.7K engagements "BREAKING: Silver extends gains to +8% and rises back above $114/oz. Gold futures are now trading above a record $5250/oz. Yesterdays decline has now been entirely undone" [X Link](https://x.com/KobeissiLetter/status/2016340507233075638) 2026-01-28T02:40Z 1.4M followers, 293.9K engagements "The asset owner party just keeps getting better: This is what happens when the President of the US says the US Dollar is "doing great" after falling -11% in [--] months. Commodities are deep green across the board a now seemingly daily occurrence. Gold is up another +3% silver up +9% and S&P [---] futures are pushing into [----]. For all who have followed our work for 12+ months you were prepared for this. Asset owners are winning. Everyone else has been left behind. https://twitter.com/i/web/status/2016352041325703451 https://twitter.com/i/web/status/2016352041325703451" [X Link](https://x.com/KobeissiLetter/status/2016352041325703451) 2026-01-28T03:26Z 1.3M followers, 373.3K engagements "BREAKING: S&P [---] futures officially rise above [----] for the first time in history. Asset prices just keep on rising" [X Link](https://x.com/KobeissiLetter/status/2016382079764763050) 2026-01-28T05:25Z 1.4M followers, 245.5K engagements "BREAKING: President Trump says a "massive Armada" is heading to Iran and "like with Venezuela it is ready willing and able to fulfill its mission." "Time is running out make a deal the next attack will be far worse" Trump says" [X Link](https://x.com/KobeissiLetter/status/2016487517877682348) 2026-01-28T12:24Z 1.4M followers, 461.1K engagements "There it is: President Trump just threatened to attack Iran "like Venezuela" and said the US Dollar is "doing great" after losing -10% of its value. The craziest part Gold and silver have known this was coming for months. This market just keeps getting crazier" [X Link](https://x.com/KobeissiLetter/status/2016499751924187631) 2026-01-28T13:13Z 1.3M followers, 204.8K engagements "BREAKING: Peace talks between Russia Ukraine and the US will continue on February 1st" [X Link](https://x.com/KobeissiLetter/status/2016507272797839722) 2026-01-28T13:42Z 1.3M followers, 198K engagements "The US Dollar situation: The most interesting part about yesterday's situation is that President Trump is effectively welcoming a weaker US Dollar. Objectively speaking the US Dollar just posted its worst year in [--] years. When asked about it for the first time President Trump could have easily pushed back on the recent decline. In fact he said the US Dollar is like a "yo-yo" which he could swing to either direction acknowledging his ability to reverse its decline. If this is the case why didn't President Trump speak in favor of strengthening the US Dollar Because a weaker US Dollar comes with" [X Link](https://x.com/KobeissiLetter/status/2016517116589944991) 2026-01-28T14:22Z 1.4M followers, 319.8K engagements "US consumer savings are falling at an alarming pace: The US personal savings rate fell [----] percentage points in November [----] to 3.5% the lowest since October [----]. Excluding the March-October [----] period this is the lowest level since the [----] Financial Crisis. This percentage has declined [----] points since April [----]. Over this period personal savings have fallen -$469.2 billion or -37% to $799.7 billion the lowest since November [----]. By comparison the April [----] peak was $5.96 trillion or [---] times higher. US consumer savings are now running [---] percentage points below the pre-pandemic" [X Link](https://x.com/KobeissiLetter/status/2016536494400303615) 2026-01-28T15:39Z 1.4M followers, 137.3K engagements "Solar panel production costs are skyrocketing due to silver: Silver now reflects a record 29% of total solar panel production costs. This marks a dramatic surge from 15% last year as silver prices have more than tripled. By comparison in [----] and [----] the proportion was 11% and 3% respectively. As a result silver has become the largest contributor to solar panel costs exceeding aluminum glass and resins. Solar panel makers are raising prices and accelerating plans to substitute silver with cheaper materials like copper. Silver's historic rally is changing the economy." [X Link](https://x.com/KobeissiLetter/status/2016568958183149883) 2026-01-28T17:48Z 1.4M followers, 255.4K engagements "BREAKING: The Federal Reserve has officially PAUSED interest rate cuts for the first time since July 2025" [X Link](https://x.com/KobeissiLetter/status/2016587092114231524) 2026-01-28T19:00Z 1.4M followers, 818.1K engagements "SUMMARY OF FED DECISION (1/28/2026): [--]. Fed halts rate cuts for the first time since July [----] [--]. Fed says inflation remains "somewhat elevated" [--]. Two Fed Governors dissent in favor of a [--] bps cut [--]. Unemployment rate has shown "some signs of stabilization" [--]. Fed reasserts goal of achieving 2% long-term inflation [--]. Uncertainty about economic outlook "remains elevated" December may have marked Powell's final rate cut. https://twitter.com/i/web/status/2016588275235078451 https://twitter.com/i/web/status/2016588275235078451" [X Link](https://x.com/KobeissiLetter/status/2016588275235078451) 2026-01-28T19:04Z 1.4M followers, 375.9K engagements "BREAKING: Gold futures extend gains to over +$1000/oz on the month to a record $5370/oz now on track for the biggest monthly dollar gain in history" [X Link](https://x.com/KobeissiLetter/status/2016611882585772180) 2026-01-28T20:38Z 1.4M followers, 368.8K engagements "BREAKING: Silver prices extend gains to over +10% on the day rising back above $117/oz" [X Link](https://x.com/KobeissiLetter/status/2016616346247942202) 2026-01-28T20:56Z 1.3M followers, 164.3K engagements "BREAKING: Elon Musk says Tesla expects to have fully autonomous vehicles in up to 50% of the US by the end of this year. Elon is all-in on autonomous vehicles and it's coming far quicker than most people realize" [X Link](https://x.com/KobeissiLetter/status/2016655024705982535) 2026-01-28T23:30Z 1.3M followers, 712.1K engagements "Gold's volatility is up to [----] levels: The volatility index of the gold ETF $GLD relative to the volatility index of the 20+ Treasury Bond ETF $TLT hit [---] points the highest since [----]. This ratio has DOUBLED since November. This comes as $GLD's VIX Index is up to [----] points the highest since the [----]. At the same time $TLT's VIX Index is down to [----] points near the lowest since [----]. Furthermore gold 3-month minus 1-year implied volatility reached the highest level since [----]. This shows traders expect significantly larger near-term price swings in gold. Precious metal volatility is set" [X Link](https://x.com/KobeissiLetter/status/2016667356316258671) 2026-01-29T00:19Z 1.4M followers, 127.5K engagements "Commodities are rising 5%+ each across the board almost every day now. Gold silver copper platinum all at record highs. Energy prices are rebounding and the S&P [---] is at [----]. When we said own assets or be left behind this is exactly what we meant" [X Link](https://x.com/KobeissiLetter/status/2016740074407277002) 2026-01-29T05:07Z 1.4M followers, 529.9K engagements "BREAKING: Silver prices rise above $120/oz for the first time in history now up +68% this month. Silver just quadrupled the S&P 500s [----] return in [--] days" [X Link](https://x.com/KobeissiLetter/status/2016759174412095488) 2026-01-29T06:23Z 1.4M followers, 478.7K engagements "Homebuyers are canceling deals at a record pace: 16.3% of home purchases were canceled in December the highest rate for this month on record dating back to [----]. Over [-----] pending US home sales fell out of contract last month according to Redfin. By comparison 14.9% and 14.7% were canceled in December [----] and [----]. Atlanta posted the highest cancellation rate at 22.5% followed by Jacksonville and San Antonio at 20.6%. Historically elevated housing costs and rising inventory have made buyers more selective giving them leverage to walk away for better deals. Housing market pressures are" [X Link](https://x.com/KobeissiLetter/status/2016905425245888981) 2026-01-29T16:05Z 1.4M followers, 215.6K engagements "US active ETF issuances had a historic 2025: The number of US active ETF launches jumped +71% YoY to a record [---] in [----]. This marks the 3rd consecutive annual increase. These new launches represent 36% of the total [----] active ETFs in the US market. Short-term trading-oriented ETFs drove the surge soaring +366% YoY to a record [---] or 34% of all active launches. Most of these products targeted leveraged or inverse equity strategies. By comparison only [---] passive ETFs launched last year bringing the total number of US-domiciled passive ETFs to a record [----]. Active ETF issuance is booming." [X Link](https://x.com/KobeissiLetter/status/2016923796033134826) 2026-01-29T17:18Z 1.3M followers, 94.5K engagements "BREAKING: Bitcoin falls below $84000 as $500 million worth of levered longs are liquidated in [--] hours" [X Link](https://x.com/KobeissiLetter/status/2016934856966775199) 2026-01-29T18:01Z 1.3M followers, 224.7K engagements "BREAKING: President Trump says he will announce his new Fed Chair next week" [X Link](https://x.com/KobeissiLetter/status/2016942768598434145) 2026-01-29T18:33Z 1.4M followers, 279.1K engagements "BREAKING: The US Senate rejects a bill to keep the government open in a 45-55 vote with another government shutdown now just [--] days away" [X Link](https://x.com/KobeissiLetter/status/2016950724572098891) 2026-01-29T19:05Z 1.4M followers, 425.5K engagements "China's population crisis is getting worse: Chinas population dropped [-----] million people in [----] the largest contraction since [----]. This marks their 4th consecutive annual decline. Births per [----] people fell to [---] the lowest since at least the founding of the Peoples Republic in [----]. Overall there were [---] million births in [----] down from [---] million in [----] and [----] million deaths up from [----] million. This puts even more pressure on the working-age population which has already been falling for [--] years. Chinas demographic pressures are catalyzing an economic crisis." [X Link](https://x.com/KobeissiLetter/status/2016994512069939669) 2026-01-29T21:59Z 1.4M followers, 109.8K engagements "BREAKING: President Trump has signed an Executive Order to impose tariffs on goods from countries that sell or provide oil to Cuba. This comes [--] days after Trump said "Cuba will be failing pretty soon."" [X Link](https://x.com/KobeissiLetter/status/2017011479439167627) 2026-01-29T23:06Z 1.4M followers, 214.4K engagements "BREAKING: OpenAI is "racing" to go public by the end of [----] as it looks to beat Anthropic as the first major generative AI startup to go public per WSJ" [X Link](https://x.com/KobeissiLetter/status/2017013511734579467) 2026-01-29T23:14Z 1.3M followers, 187.1K engagements "BREAKING: President Trump is suing the IRS and US Treasury for $10 billion over a leak of his tax records" [X Link](https://x.com/KobeissiLetter/status/2017027892396642745) 2026-01-30T00:11Z 1.4M followers, 464.8K engagements "2026 IPO Launches Will Be Historic: [--]. SpaceX: Expected at $1.5 trillion valuation [--]. OpenAI: Expected at $1+ trillion valuation [--]. Anthropic: Expected at $500 billion valuation Meanwhile reports have emerged that Elon Musk is considering merging SpaceX with Tesla/xAI. This would mark the largest corporate merger in history. The AI Revolution is accelerating. https://twitter.com/i/web/status/2017044843609149679 https://twitter.com/i/web/status/2017044843609149679" [X Link](https://x.com/KobeissiLetter/status/2017044843609149679) 2026-01-30T01:19Z 1.4M followers, 295.8K engagements "BREAKING: Gold futures fall -$170/oz in under [--] hours as crypto liquidations surge and stock market futures decline" [X Link](https://x.com/KobeissiLetter/status/2017057640900137085) 2026-01-30T02:09Z 1.4M followers, 240.6K engagements "Americans are worried about their jobs: The perceived probability for households to find a new position in [--] months after a job loss is down to 43.1% the lowest on record. This percentage has declined [---] points since May [----]. By comparison the [----] pandemic low was 46.2%. Meanwhile the perceived probability of losing a job over the next [--] months is up to 15.2% one of the highest readings since the [----] pandemic. This is also above the 12-month average of 13.5% and increased across all age and education groups. Anxiety about employment conditions among Americans is rising." [X Link](https://x.com/KobeissiLetter/status/2017074413435551976) 2026-01-30T03:16Z 1.4M followers, 132.6K engagements "China has become a crucial source of liquidity for the global financial system: China's non-official sector holdings of overseas assets surged +$260 billion in Q3 [----] to a record $1.95 trillion. This marks a +$1 trillion increase over the first [--] quarters of [----] more than doubling the average annual growth over the last [--] years. Over this period Chinese private investors bought +$535 billion worth of US and European stocks and bonds outpacing any full-year increase over the last two decades. The surge was driven by a record $1.2 trillion trade surplus with 66% of foreign assets ending up" [X Link](https://x.com/KobeissiLetter/status/2017089009638625681) 2026-01-30T04:14Z 1.4M followers, 165.8K engagements "Activity in the silver market is exploding: Assets under management (AUM) in the largest silver-backed ETF $SLV have DOUBLED to $50 billion in just [---] trading sessions. This marks the 2nd-fastest run for any US ETF from $25 billion to $50 billion only behind the largest Bitcoin ETF $IBIT which hit this milestone in less than [--] trading days. By comparison the MSCI EAFE ETF $IEFA tracking developed markets outside the US and Canada took [---] sessions. This comes as $SLV has posted [--] consecutive daily gains of over +3% the longest streak since the fund was launched in April [----]. As a result" [X Link](https://x.com/KobeissiLetter/status/2017091903792054427) 2026-01-30T04:26Z 1.4M followers, 129.5K engagements "BREAKING: US stock market futures extend losses with Nasdaq [---] futures down -0.75%" [X Link](https://x.com/KobeissiLetter/status/2017125576172081639) 2026-01-30T06:39Z 1.4M followers, 155.8K engagements "BREAKING: Silver extends losses to -11% on the day now falling below $104/oz. Silver is now 5% away from entering a technical bear market" [X Link](https://x.com/KobeissiLetter/status/2017160915162992714) 2026-01-30T09:00Z 1.4M followers, 255.4K engagements "BREAKING: Nasdaq [---] futures fall over -1% as markets anticipate Kevin Warsh as President Trumps Fed Chair pick" [X Link](https://x.com/KobeissiLetter/status/2017167748694970567) 2026-01-30T09:27Z 1.3M followers, 206.9K engagements "BREAKING: Spot silver prices drop below $100/oz for the first time since January 23rd" [X Link](https://x.com/KobeissiLetter/status/2017169335916147142) 2026-01-30T09:33Z 1.4M followers, 151.3K engagements "BREAKING: Spot gold prices officially fall below $5000/oz now down -11% in [--] hours" [X Link](https://x.com/KobeissiLetter/status/2017253362341982713) 2026-01-30T15:07Z 1.4M followers, 238.5K engagements "Crypto ETFs are recording massive outflows: Crypto funds saw -$1.7 billion in outflows last week the largest since mid-November. This marks the 2nd-largest withdrawal in at least a year. Over the last [--] months investors have withdrawn -$2.6 billion in total. Bitcoin ETFs alone posted -$1.1 billion in redemptions also the largest since mid-November. This was followed by Ethereum and XRP outflows of -$630 million and -$18 million respectively. Capital continues to rotate out of crypto. https://twitter.com/i/web/status/2017267814231396575 https://twitter.com/i/web/status/2017267814231396575" [X Link](https://x.com/KobeissiLetter/status/2017267814231396575) 2026-01-30T16:05Z 1.4M followers, 111.7K engagements "US long-term unemployment is surging: The number of Americans unemployed for 15+ weeks is up to [---] million the highest since October [----]. Over the last [--] years this figure has soared +1.2 million. During the same period the number of unemployed Americans for 27+ weeks has risen +900000 to [---] million the highest since December [----]. As a % of total unemployment this metric rose to 26% higher than all previous recessions except the [----] and [----]. As a result it now takes an average of [--] weeks to find a new job the longest since [----] The US labor market is weakening under the surface." [X Link](https://x.com/KobeissiLetter/status/2017287316470125007) 2026-01-30T17:22Z 1.4M followers, 152.4K engagements "Japanese retail traders are reducing bearish US Dollar bets: Retail investors in Japan cut -$561 million of net short positions in the USDJPY currency pair between Friday and Tuesday to -$2.27 billion net short the smallest bearish US Dollar position in at least a year. This marks the largest 3-day reduction in bearish Dollar bets since October [----]. Over the last [--] weeks net short positioning has declined -$723 million. Meanwhile on Wednesday the US Dollar recovered some losses after Treasury Secretary Scott Bessent said the US is not intervening in currency markets. Japanese markets remain" [X Link](https://x.com/KobeissiLetter/status/2017337773741535617) 2026-01-30T20:43Z 1.4M followers, 111.4K engagements "BREAKING: The US' goods trade deficit widened by -$27.6 billion or -95% in November to -$56.8 billion the highest since July. This marks the largest monthly increase since [----]. This comes as the value of all US goods and services exports fell -$10.9 billion to $292.1 billion the lowest since September. At the same time imports jumped +$16.8 billion to $332.1 billion the highest since July. This was driven particularly by a surge of inbound shipments of pharmaceuticals and a decline in gold exports. However since March [----] the goods trade deficit has improved by +$79.6 billion or +58%." [X Link](https://x.com/KobeissiLetter/status/2017351111813087514) 2026-01-30T21:36Z 1.4M followers, 134K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@KobeissiLetter The Kobeissi Letter
The US government shutdown is having significant effects, including a record $9 billion in crypto liquidations, air traffic control shortages, and delayed economic data releases. The shutdown is also impacting air travel, with [-----] flights set to be cancelled per day and [-----] employees furloughed. Additionally, [--] million people face interruption of SNAP benefits, with $10 billion in payments at risk.
Engagements: [---------] #
- [--] Week [----------] -38%
- [--] Month [-----------] +25%
- [--] Months [-------------] +76%
- [--] Year [-------------] +204%
Mentions: [---] #
- [--] Week [---] -15%
- [--] Month [-----] +13%
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- [--] Week [---------] +1.20%
- [--] Month [---------] +8.80%
- [--] Months [---------] +41%
- [--] Year [---------] +89%
CreatorRank: [---] #
Social Influence
Social category influence finance #12 stocks #132 countries #102 technology brands #1236 cryptocurrencies #999 currencies #322 exchanges #72 automotive brands 2.11% celebrities 1.83% travel destinations 1.83%
Social topic influence gold #137, silver #316, bitcoin #1742, crypto #40, history 7.89%, breaking #48, market cap #2, the first 7.04%, stocks #35, china #2638
Top accounts mentioned or mentioned by @grok @n2deepdives @masihether @standoski @ddblakefischer @intelligencer41 @polymarket @waltstreetpro @jupiterexchange @thecsguy @yarritsblake @capital_mind_ @mugala_teja @cexscan @adeelafzalahmed @arun519428 @nycguy1988 @maspex4 @victor_gis @halfbob
Top assets mentioned Bitcoin (BTC) Microsoft Corp. (MSFT) Strategy (MSTR) NVIDIA Corp. (NVDA) Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) Metadium (META) Tesla, Inc. (TSLA) Born in [--] (19) SPDR GOLD ETF (GLD)
Top Social Posts
Top posts by engagements in the last [--] hours
"BREAKING: Meta stock $META surges over +9% after posting stronger than expected Q2 [----] earnings results"
X Link 2025-07-30T20:10Z 1.4M followers, 363.7K engagements
"BREAKING: The odds of another US government shutdown in [--] days surge to a new high of 75% per Polymarket. Government shutdowns are becoming a bi-weekly event"
X Link 2026-02-11T14:25Z 1.4M followers, 171.7K engagements
"US Regional Bank Stocks Today: [--]. NY Community Bank $NYCB: -37% [--]. Valley National Bank $VLY: - 6% [--]. HarborOne $HONE: -4% [--]. HomeStreet $HMST: -4% [--]. Zions Bank $ZION: -4% [--]. Comerica Bank $CMA: -3% [--]. Metropolitan Bank $MCB: -3% [--]. Citizens Financial $CFG: -3% [--]. Western Alliance $WAL: -3% 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 $260 million while a $250 million GAIN was expected. Did regional banks ever really recover https://twitter.com/i/web/status/1752742968237162941"
X Link 2024-01-31T17:17Z 1.3M followers, 465.8K engagements
"BREAKING: DocuSign $DOCU to cut 6% of its workforce to improve financial and operational efficiency." Exactly [--] year ago DocuSign laid off 10% of its workforce to cut costs. Prior to that they laid off an additional 9% of their workforce in [----]. Layoffs are spreading"
X Link 2024-02-06T13:35Z 1.3M followers, 99.7K engagements
"US Regional Bank Stocks [--] Month Into 2024: [--]. NY Community Bank $NYCB: -60% [--]. Valley National Bank $VLY: -25% [--]. Metropolitan Bank $MCB: -15% [--]. HarborOne $HONE: -14% [--]. Comerica Bank $CMA: -13% [--]. Zions Bank $ZION: -12% [--]. Western Alliance $WAL: -11% [--]. Citizens Financial $CFG: -6% [--]. KeyCorp $KEY: -5% 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 70% of commercial real estate loans. Just [--] months ago the regional bank crisis "ended.""
X Link 2024-02-06T21:37Z 1.3M followers, 854.8K engagements
"US Regional Bank Stocks YTD: [--]. NY Community Bank $NYCB: -66% [--]. Valley National Bank $VLY: -26% [--]. Metropolitan Bank $MCB: -26% [--]. HarborOne $HONE: -18% [--]. Zions Bank $ZION: -15% [--]. Western Alliance $WAL: -13% [--]. Comerica Bank $CMA: -12% [--]. Citizens Financial $CFG: -6% [--]. US Bank $USB: -6% 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 $260 million while a $250 million GAIN was expected. Then NYCB announced a "material weakness in internal controls." Did regional banks ever really recover"
X Link 2024-03-02T15:21Z 1.3M followers, 385.7K engagements
"The US dollar has been one of the best-performing currencies of [----] so far. Some emerging market currencies have weakened by as much as 10% compared to the US Dollar. The Chilean Peso Turkish Lira and Brazilian Real have weakened by 10.5% 9.2% and 8.1% respectively. A stronger US Dollar makes it more expensive for countries to transact with the US. As higher for longer Fed policy returns it's unlikely this trend reverses. We may actually need a WEAKER US Dollar now. https://twitter.com/i/web/status/1780993170035151151 https://twitter.com/i/web/status/1780993170035151151"
X Link 2024-04-18T16:13Z 1.4M followers, 95.2K engagements
"China is panicking: Last week ALONE China ETFs saw $2 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)"
X Link 2024-11-22T13:54Z 1.4M followers, 496.7K engagements
"Javier Milei just DESTROYED the memecoin market: Hours ago Argentinian President Milei launched a memecoin $LIBRA for "the growth of their economy." Within [--] hours over -$4.4 BILLION of market cap was erased. Is this the biggest rug pull in history (a thread)"
X Link 2025-02-15T03:59Z 1.4M followers, 8.8M 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"
X Link 2025-02-27T21:29Z 1.4M followers, 775.2K engagements
"Our members have capitalized on the polarization of sentiment. Heading into the Fed yesterday we posted this alert calling for the S&P [---] to rise above [----]. Members cashed out +75 points in [--] hours as we expected the rally to be sold. Join us: http://thekobeissiletter.com/subscribe http://thekobeissiletter.com/subscribe"
X Link 2025-03-20T13:03Z 1.4M followers, 71.3K engagements
"The free fall continues: Today's drop in US stock market futures puts S&P [---] futures down -22% and in bear market territory. The US stock market has now erased an average of $400 billion PER TRADING DAY for 32-straight days. Is it time to BUY stocks yet (a thread)"
X Link 2025-04-06T23:53Z 1.4M followers, 2.6M engagements
"BREAKING: China's stock market officially opens with a -10% drop"
X Link 2025-04-07T01:38Z 1.4M followers, 1.1M engagements
"BREAKING: The S&P [---] officially opens in bear market territory for the first time since 2022"
X Link 2025-04-07T13:31Z 1.4M followers, 306.5K 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 [---] 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"
X Link 2025-04-07T14:59Z 1.4M followers, 1.8M engagements
"BREAKING: Michael Burry has sold every stock in his portfolio except for a new position in Estee Lauder $EL"
X Link 2025-05-15T20:40Z 1.4M followers, 1.8M engagements
"This is incredible: The difference between Microsoft's 30Y bond yield $MSFT and the US 30Y Treasury yield is just [--] basis points the lowest on record. The extra yield that investors demand to own Microsofts 30Y bond over 30Y US Treasuries is now down [----] bps since [----]. This comes as the 30-year Treasury yield has risen by [---] bps over the last [--] 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 -0.6% the lowest in history. Deficit spending is crushing the US bond market"
X Link 2025-05-28T16:01Z 1.4M followers, 128.4K engagements
"BREAKING: President Trump just now: I like Tesla. $TSLA"
X Link 2025-06-12T15:54Z 1.4M followers, 383.8K engagements
"BREAKING: President Trump says for $5 million $DOLLARS the Trump card is coming. Its unclear why $DOLLARS was displayed as a ticker"
X Link 2025-06-12T17:53Z 1.4M followers, 248K engagements
"BREAKING: President Trump issues a statement on his 50% tariff on copper:"
X Link 2025-07-10T00:30Z 1.4M followers, 269.5K engagements
"BREAKING: President Trump comments on Fed Chair Powell: "He's leaving very soon I'll miss him" Trump says"
X Link 2025-07-28T15:41Z 1.3M followers, 323.8K engagements
"What just happened Last night news emerged of a "trade deal" that has never happened before. Nvidia and AMD agreed with Trump to provide the US with 15% of REVENUE from chip sales in China to remove export controls. Corporations are panicking. Here's why. (a thread)"
X Link 2025-08-11T09:46Z 1.4M followers, 5.5M engagements
"BREAKING: Grok has been suspended on X for violating the sites rules"
X Link 2025-08-11T19:03Z 1.4M followers, 930.2K engagements
"BREAKING: Ether drops below $4000 for the first time since August 8th"
X Link 2025-09-25T10:03Z 1.4M followers, 295.1K engagements
"Pharmaceuticals are next: It began with large cap technology companies announcing $600+ billion investments in the US to avoid tariffs. Now President Trump is explicitly stating that pharmaceutical companies who are not "building their manufacturing plants in America" will face 100% tariffs. Over the next 48-72 hours we expect to see widespread announcements of new pharmaceutical plants coming to the US. Trump wants more US investment. MASSIVE tariff news: President Trump announces a 100% tariff on pharmaceutical products unless a company is building their pharmaceutical manufacturing plant"
X Link 2025-09-26T00:24Z 1.4M followers, 289K engagements
"We need more electricity: AI data centers are set to consume [----] terawatt-hours of power demand by [----] equal to 4.4% of global electricity. In other words power demand from AI data centers is set to QUADRUPLE over the next [--] years. If counted as a country AI data centers would rank 4th in electricity use behind only China the US and India. In major US markets data center power demand is growing faster than that of electric vehicles hydrogen and other emerging technologies. AI growth will soon be limitedbyenergy"
X Link 2025-10-04T16:59Z 1.4M followers, 612.5K engagements
"The Trump Administration Now Owns: [--]. 10% equity stake in Intel $INTC [--]. 15% equity stake in MP Materials $MP [--]. 10% equity stake in Lithium Americas $LAC [--]. 10% equity stake in Trilogy Metals $TMC [--]. A golden share in US Steel Corporation [--]. Floated idea of equity stake in defense contractors Financial markets have entered a new era: government equity stakes. What's the next acquisition for President Trump"
X Link 2025-10-06T22:25Z 1.3M followers, 1.1M engagements
"BREAKING: Nvidia $NVDA surges to a record high market cap of $4.75 trillion. The stock has now added +$2.6 TRILLION of market cap since its April 7th low. This is BEYOND insane: AI compute demand is now growing at over [--] TIMES the rate of Moores Law creating a massive shortage. Just to meet current demand $500 billion must be invested in data centers PER YEAR until [----]. What does this mean Let us explain. (a thread) https://t.co/xoN90stiki This is BEYOND insane: AI compute demand is now growing at over [--] TIMES the rate of Moores Law creating a massive shortage. Just to meet current demand"
X Link 2025-10-09T14:14Z 1.4M followers, 518.8K engagements
"Investors are waking up to some major news from China: The entire tariff crash on October 10th may have just been one big misunderstanding between Trump and Xi. The news about Chinas rare earth export controls came out on October 9th at 8:30 am ET [--] hours BEFORE Trump posted about it. This was a non-news event UNTIL President Trump posted about it over one day later. Last night China released a statement clarifying their "export controls" on rare earths. In their response China said the new controls are NOT a full export ban and applications that meet regulations will be approved. Amid the"
X Link 2025-10-12T13:46Z 1.4M followers, 6.4M engagements
"BREAKING: Beyond Meat stock $BYND erases +160% daily gain and turns negative on the day now down -10%. The memestocks rally appears to have come to a tragic end"
X Link 2025-10-22T16:38Z 1.4M followers, 1.1M engagements
"Investors are waking up to some huge news from China: A trade deal is coming. Chinas Vice Minister of Commerce just announced that US and China reached a "consensus" on key trade issues. This INCLUDES export controls tariff suspensions fentanyl-related measures anti-drug cooperation trade expansion and US Section [---] fees. On top of this US Treasury Secretary Bessent says China is "ready" to make a trade deal with the US after [--] days of negotiations. Bessent has added that China wants to make "substantial" US soybean purchases. All while President Trump says he is hoping for a "complete deal""
X Link 2025-10-26T12:34Z 1.3M followers, 642.5K engagements
"BREAKING: Gold prices fall below $4000/oz for the first time since October 13th as the US and China prepare a trade deal"
X Link 2025-10-27T14:38Z 1.4M followers, 582.3K engagements
"Tons of consumer-facing stocks are in or near bear market territory down 20%+ in [----]. AI truly is the lifeline of the global economy"
X Link 2025-11-01T15:03Z 1.3M followers, 470.1K engagements
"BREAKING: President Trump officially announces a "deal on economic and trade relations with China:" Chinese actions: [--]. Suspend new rare earth export controls [--]. Issue general licenses for exports of rare earths [--]. Take "significant measures" to end flow of fentanyl to the US [--]. Suspend ALL retaliatory tariffs since March 4th [--]. Suspend all retaliatory non-tariff measures since March 4th [--]. Purchase at least [--] million metric tons of US soybeans US actions: [--]. Lower tariffs on China by [--] percentage points [--]. Extend the expiration of certain Section [---] tariff exclusions until November 2026"
X Link 2025-11-02T01:16Z 1.4M followers, 2.9M engagements
"BREAKING: The delinquency rate on Commercial Mortgage-Backed Securities (CMBS) for offices surged +63 basis points in October to a record 11.8%. This is now over a full percentage point above the post-2008 Financial Crisis peak of 10.7%. Since October [----] the CMBS delinquency rate has skyrocketed +10 percentage points. At the same time the delinquency rate for multifamily CMBS jumped +53 basis points to 7.1% the highest since December [----]. The overall US CMBS delinquency rate rose +23 basis points to 7.46% the highest in at least [--] years. The commercial real estate crisis is worsening"
X Link 2025-11-03T22:22Z 1.4M followers, 1.4M engagements
"US consumer delinquencies are surging: 3.0% of auto loans transitioned into 90+ days delinquency in Q3 [----] the highest in [--] years. At the same time 7.1% of credit card debt became seriously delinquent near the highest in [--] years. Student loan serious delinquencies spiked +13.5 percentage points YoY to 14.3% an all-time high. This followed the expiration of the student loan relief period as missed payments began reappearing on credit reports. Mortgage delinquencies also increased with 1.3% transitioning into serious delinquency last quarter the highest in [--] years. Consumers are drowning in"
X Link 2025-11-11T00:20Z 1.4M followers, 235.8K engagements
"BREAKING: SoftBank announces that its has sold its entire stake in Nvidia $NVDA for $5.8 billion"
X Link 2025-11-11T09:30Z 1.4M followers, 2M engagements
"The Japanese Yen is collapsing: Its now down to its weakest level against the US Dollar since January 15th. All as Japanese government bond yields surge to record highs. Stimulus will NOT fix your economic problems"
X Link 2025-11-19T18:33Z 1.4M followers, 1.3M engagements
"The crypto collapse: On October 6th just [--] days ago Bitcoin hit a record high of $126272 worth $2.5 trillion. Then something "mechanical" seems to have shifted on October 10th after President Trump threatened 100% tariffs on China. Not only did this lead to the record -$19.2 billion liquidation but Bitcoin never truly recovered. Even when the October 30th trade deal was reached between the US and China liquidation pressures only worsened. Then since November 10th Bitcoin has moved in a literal straight-line lower with average daily liquidations nearing $1 billion. Throughout the course of"
X Link 2025-11-20T20:26Z 1.3M followers, 511K engagements
"MicroStrategy's Bitcoin position is almost red: Bitcoin just extended its decline to a low of $80500 just $6067 away from MicroStrategy's entry of $74433. This puts Bitcoin -8% away from MicroStrategy's position turning negative. Just [--] days ago MicroStrategy's Bitcoin position was up +70%. The stock $MSTR is now down -70% from its record high. Can Saylor keep buying"
X Link 2025-11-21T13:38Z 1.3M followers, 653.5K engagements
"BREAKING: Silver prices surge to a new record high of $55/oz now up +90% in [----]. While everyone is focused on AI deficit spending is soaring and the Fed is cutting rates into 3% inflation. Own assets or be left behind"
X Link 2025-11-28T14:36Z 1.4M followers, 686.9K engagements
"We now have: [--]. Trump saying he will keep stocks at record highs [--]. $600B/year in Magnificent [--] CapEx [--]. Fed cutting interest rates into 3%+ inflation [--]. Global AI infrastructure spending at $1T/year [--]. Fed ending Quantitative Tightening in [--] days [--]. US deficit spending at 6% of US GDP [--]. Nvidia larger than all but [--] national stock markets [--]. Record corporate buybacks of $1.2T coming in [----] [--]. Trump saying he will "completely cut" income taxes [--]. Trump promising $2000 stimulus checks in [----] How can you fight this momentum"
X Link 2025-11-28T15:12Z 1.4M followers, 1.8M engagements
"BREAKING: President Trump says he will be making a big announcement at 2:00 PM ET on Tuesday"
X Link 2025-12-02T02:32Z 1.4M followers, 15.1M engagements
"Recent Layoff Announcements: [--]. US Government: [------] employees [--]. UPS: [-----] employees [--]. Amazon: Up to [-----] employees [--]. Intel: [-----] employees [--]. Nestle: [-----] employees [--]. Verizon: [-----] employees [--]. Accenture: [-----] employees [--]. Ford: [-----] employees [--]. Novo Nordisk: [----] employees [--]. Microsoft: [----] employees [--]. PwC: [----] employees [--]. Salesforce: [----] employees [--]. IBM: [----] employees [--]. American Airlines: [----] employees [--]. Paramount: [----] employees [--]. Target: [----] employees [--]. General Motors: [----] employees [--]. Applied Materials: [----] employees [--]. Kroger: [----] employees 20."
X Link 2025-12-05T14:09Z 1.4M followers, 6.3M engagements
"US small business bankruptcies are surging as if there is a recession: A record [----] small firms have filed for bankruptcy under Subchapter V year-to-date. Subchapter V allows businesses and individuals with under $3 million in debt to reorganize more quickly and cheaply than traditional Chapter [--]. Bankruptcies have risen +83% over the last [--] years. This surge has continued despite the debt limit being reduced from $7.5 million to $3 million last year which made it harder for larger businesses to qualify. The increase has been driven by persistently high borrowing costs cautious consumer"
X Link 2025-12-06T20:43Z 1.4M followers, 185.1K engagements
"BREAKING: There is now a 94% chance that the Fed will cut interest rates on Wednesday per Polymarket. The 3rd rate cut of [----] is coming"
X Link 2025-12-08T15:48Z 1.4M followers, 277.5K engagements
"BREAKING: China's DeepSeek is set to announce a new AI model that used Nvidias Blackwell chips which were "smuggled" into the country per The Information. DeepSeek reportedly tapped chips installed in data centers in various countries then dismantled and shipped to China"
X Link 2025-12-10T14:12Z 1.4M followers, 290.9K engagements
"FED CHAIR POWELL: "Conditions in the labor market are cooling and inflation remains somewhat elevated." Yet another way to say "stagflation.""
X Link 2025-12-10T19:32Z 1.3M followers, 5.5M engagements
"BREAKING: President Trump officially launches the Trump Gold Card" and Trump Platinum Card" which includes: [--]. Trump Gold Card: "For a processing fee and after DHS vetting a $1 million contribution receive US residency in record time with the Trump Gold Card." [--]. Trump Platinum Card: "For a processing fee and after DHS vetting a $5 million contribution you will have the ability to spend up to [---] days in the United States without being subject to US taxes on non-US income." Trump says this is a way to "unlock life in America." https://twitter.com/i/web/status/1998845641884152094"
X Link 2025-12-10T20:01Z 1.4M followers, 1.7M engagements
"BREAKING: The US Treasurys budget deficit dropped -52.8% YoY in November to $173.3 billion the lowest for this month since [----]. Excluding the pandemic this is the lowest reading since November [----]. This comes as government revenue rose +17.8% YoY to $740.4 billion the highest for the first [--] months in history. At the same time government expenditures fell -4.4% YoY to $1.19 trillion the 2nd-largest November total in history. However the deficit for the first [--] months of the FY2026 is now up to $457.6 billion the 2nd-highest in history. Deficit spending remains in full-swing"
X Link 2025-12-11T19:19Z 1.3M followers, 151K engagements
"Is a US power crisis unfolding Power demand is expected to exceed available electric generation at peak moments by [----]. Peak demand is projected to reach [----] gigawatts above the [----] gigawatts of anticipated supply. By [----] the power capacity shortfall could widen to as much as [---] gigawatts a level that materially threatens grid stability. This would stem from peak demand rising to [----] gigawatts while anticipated peak supply declines to [----] gigawatts. The US is facing a surge in electricity use from AI data centers factories and EVs that is expected to overwhelm generation capacity and"
X Link 2025-12-13T17:22Z 1.3M followers, 393K engagements
"BREAKING: Bitcoin falls below $87000 as $200 million worth of levered longs are liquidated in [--] minutes"
X Link 2025-12-15T15:25Z 1.3M followers, 858.6K engagements
"BREAKING: In a massive hit Ford $F is writing down $19.5 billion in EV investments. Ford also says it will stop producing the electric version of the F-150"
X Link 2025-12-15T21:06Z 1.4M followers, 2.3M engagements
"BREAKING: US oil prices fall to $55/barrel now at their lowest level since February [----]. President Trump continues to call for gas prices to fall to $2/gallon"
X Link 2025-12-16T15:31Z 1.4M followers, 3.2M engagements
"Shocking stat of the day: US net interest costs on public debt rose +$19 billion YoY in the first [--] months of the Fiscal Year [----] to $179 billion. This makes interest the 2nd-largest government outlay only behind Social Security at $268 billion. By comparison Medicare Health and Defense spending totaled $176 billion $170 billion and $165 billion respectively over the last [--] months. During this period interest expense as a % of tax revenue was 24.2% near an all-time high. This is nearly [--] TIMES above the average seen between [----] and [----]. Interest costs are out of control"
X Link 2025-12-17T13:51Z 1.3M followers, 121.5K engagements
"BREAKING: Credit default swap spreads on Oracle's $ORCL debt have surged above [---] bps. Investors are selling the stock over concerns around the company's ability to deliver on recently announced data center buildouts. BREAKING: Oracle stock $ORCL falls another -5% today and is now -50% from its record high seen on September 10th. The cost of protection against default on Oracle's debt is at its highest since [----]. https://t.co/Wk2MYmxV9o BREAKING: Oracle stock $ORCL falls another -5% today and is now -50% from its record high seen on September 10th. The cost of protection against default on"
X Link 2025-12-17T17:40Z 1.3M followers, 415.7K engagements
"You cant make this up: Bitcoin just surged +$3000 in [--] hour and reclaimed $90000 as $120 million worth of levered shorts were liquidated. Minutes later $200 million worth of levered longs were liquidated with Bitcoin now down to $86000. Thats a $140 BILLION swing in market cap in under [--] hours. Leverage is out of control"
X Link 2025-12-17T18:24Z 1.3M followers, 1.8M engagements
"US Core CPI Inflation: [--]. August 2025: 3.1% 6-month high [--]. September 2025: 3.0% "rare exception release" during government shutdown [--]. October 2025: Inflation report is cancelled [--]. November 2025: 2.6% lowest since [----] What just happened"
X Link 2025-12-18T13:49Z 1.4M followers, 344.9K engagements
"BREAKING: Silver surges above $67/oz for the first time in history now up +133% this year"
X Link 2025-12-19T17:23Z 1.4M followers, 815.9K engagements
"The US consumer sentiment divide is widening: Sentiment among consumers earning less than $50000 has fallen steadily over the past year to near the lowest level since early [----]. Among those earning $50000$100000 sentiment has also declined though by a smaller margin to the lowest since early [----]. Meanwhile consumers earning over $100000 have maintained a much higher optimism during this period. As a result the sentiment gap between the lowest and highest earners has widened to the largest in at least [--] years. Lower-income consumers are under serious pressure."
X Link 2025-12-19T18:17Z 1.4M followers, 86.3K engagements
"BREAKING: In a massive ruling the Supreme Court of Delaware rules that Elon Musk's $56 billion [----] pay package must be reinstated"
X Link 2025-12-19T21:29Z 1.4M followers, 1.1M engagements
"BREAKING: The odds of the Fed PAUSING rate cuts in January [----] surge to a new high of 86% per Polymarket. Fed Chair Powell is about to halt rate cuts again even as core inflation hits its lowest level since March 2021"
X Link 2025-12-23T19:20Z 1.4M followers, 227.1K engagements
"The global working age population is shrinking: The percentage of people aged [--] to [--] in the world population is down [---] points since [----] to 55%. Over this period the sharpest decline was recorded in China at [---] percentage points to 44%. In the US the working age population proportion fell [---] percentage points to 54%. On the other hand the European Union saw a +2 percentage point increase to 57%. Overall the number of countries where the working age population is shrinking is up by +48 since [----] to [--]. That number is estimated to increase to [--] by [----]. Demographics are set to be a"
X Link 2025-12-24T14:11Z 1.4M followers, 96.8K engagements
"BREAKING: Nvidia $NVDA rises above $190.00 in overnight trading after reaching a $20 billion licensing deal with Groq"
X Link 2025-12-26T03:38Z 1.3M followers, 496.6K engagements
"ELON MUSK: "This is not good. Silver is needed in many industrial processes." Will silver soon enter the trade war BREAKING: China will be imposing export restrictions on silver beginning in [--] days on January 1st. These restrictions will require special government licenses for silver exports. Shanghai silver prices are now up to $85/oz a $5 premium to spot prices in the US. https://t.co/Dw2R3ytaAv BREAKING: China will be imposing export restrictions on silver beginning in [--] days on January 1st. These restrictions will require special government licenses for silver exports. Shanghai silver"
X Link 2025-12-27T16:30Z 1.4M followers, 466.2K engagements
"BREAKING: Silver officially surpasses Nvidia $NVDA as the 2nd most valuable asset in the world now worth $4.65 TRILLION"
X Link 2025-12-28T23:14Z 1.4M followers, 1.2M engagements
"Japanese government bonds have recorded historic losses: Japans [--] to 10-year bonds are down -32% in US Dollars over the last [--] years the worst performance among any major bond market. This is followed by Germanys government bonds which are down -8% over the same period. Bond prices began to decline in [----] with losses accelerating in [----] as inflation surged and major global central banks began hiking rates. Meanwhile [--] to 10-year US Treasuries are up +13% since November [----] despite falling in [----] and [----]. At the same time China's government bonds are up +35% as yields declined amid rising"
X Link 2026-01-01T21:59Z 1.3M followers, 258.5K engagements
"Just [--] hours ago Chinese officials arrived in Venezuela for talks with President Maduro. [--] hours later the US launched large airstrikes on Venezuela's capital in a major escalation. A statement from President Trump is expected"
X Link 2026-01-03T08:52Z 1.3M followers, 1.7M engagements
"BREAKING: President Trump posts a photo of President Maduro in US custody"
X Link 2026-01-03T16:26Z 1.4M followers, 971.3K engagements
"BREAKING: Bitcoin surges above $91000 as over $60 million worth of levered shorts are liquidated in [--] hour. Bitcoin is now up +$3000 since the lows seen after the US began strikes on Venezuela last night"
X Link 2026-01-04T00:11Z 1.3M followers, 501K engagements
"While everyone is focused on oil: Venezuela currently holds [---] metric TONS of gold reserves. [---] metric tons is roughly [----] million troy ounces worth $22 BILLION at $4300/oz. This makes Venezuela the Latin American country with the largest gold holdings. Every $100 that gold rises these holdings gain +$518 million of value. Controlling Venezuela is set to produce hundreds of billions of revenue for the US. Will the US take control of these gold reserves https://twitter.com/i/web/status/2007624542512927048 https://twitter.com/i/web/status/2007624542512927048"
X Link 2026-01-04T01:26Z 1.3M followers, 1.5M engagements
"The geopolitical advantage of Venezuela: As we outline below Venezuela holds BILLIONS of barrels of heavy crude oil. Who else holds large amounts of heavy crude oil Russia. Who is the largest IMPORTER of Venezuelan crude oil China. In fact 5% of China's annual crude oil imports are sourced from Venezuela. And who has some of the largest HEAVY crude oil refineries in the world The US. It is no coincidence that President Trump said "China is going to get oil" during his press conference yesterday. The US controlling Venezuela provides strategic geopolitical leverage over both China and Russia."
X Link 2026-01-04T16:47Z 1.3M followers, 265.5K engagements
"BREAKING: Gold futures surge above $4500/oz now up +$220 since the low seen last week. Gold is now less than 2% away from a new record high"
X Link 2026-01-06T14:56Z 1.4M followers, 142.4K engagements
"@haveAcIue Interesting observation. This is unusual: At 9:30 AM ET today when the US market opened Blackstone's stock $BX began trading lower. This came even as the S&P [---] hit a new all time high at the open. By 10:35 AM ET Blackstone's stock was down -4% without any material news. At 12:45 PM ET https://t.co/o8FlbJLQ7f This is unusual: At 9:30 AM ET today when the US market opened Blackstone's stock $BX began trading lower. This came even as the S&P [---] hit a new all time high at the open. By 10:35 AM ET Blackstone's stock was down -4% without any material news. At 12:45 PM ET"
X Link 2026-01-07T21:17Z 1.4M followers, 32K engagements
"PRESIDENT TRUMP: Cuba is in trouble and hanging by a thread"
X Link 2026-01-08T18:55Z 1.4M followers, 97.2K engagements
"BREAKING: The US Dollar now represents 40% of global currency reserves the lowest in at least [--] years. This percentage has declined [---] percentage points over the last [--] years. Over the same period golds percentage has increased +12 points to 28% the highest since the early 1990s. Gold now accounts for more global FX reserves than Euro Yen and Pound combined. This comes as central banks continue diversifying away from the US Dollar while rapidly stockpiling gold in their vaults. As a result gold prices rallied +65% in [----] the largest annual gain since [----] while the US Dollar Index"
X Link 2026-01-09T01:45Z 1.3M followers, 709.1K engagements
"The US trade deficit continues to improve at a historic pace: The US goods and services trade gap narrowed +$18.79 billion or +39% in October to $29.4 billion the smallest since [----]. Since the March peak the US trade deficit has narrowed by +$107.02 billion or +78%. This comes as imports fell -3.2% MoM to $331.37 billion the lowest since January [----]. At the same time exports rose +2.6% MoM to $302 billion the highest value on record. The merchandise trade deficit adjusted for inflation narrowed to $63.0 billion in October the smallest since February [----]. The US trade deficit is rapidly"
X Link 2026-01-09T22:50Z 1.3M followers, 237K engagements
"BREAKING: President Trump announces he is capping credit card interest rates at 10% for one year effective January 20th"
X Link 2026-01-10T01:14Z 1.4M followers, 70.5K engagements
"Is the US economy booming The most recent Atlanta Fed estimate for real US GDP quarterly growth in Q4 [----] is now +5.1%. This is up from the 2.7% forecast seen just last week and far above the 0.9% consensus expectation among economists. If this materializes it would mark the strongest quarterly growth in [--] years when the US economy grew 7.0% in Q4 [----]. The surge is likely driven by a narrowing trade deficit. In October imports fell -3.2% MoM to the lowest since January [----] while exports rose +2.6% MoM to the highest on record boosting GDP. However the import drop came from volatile"
X Link 2026-01-11T19:41Z 1.4M followers, 125.7K engagements
"It is crystal clear: Any trade that has to do with improving affordability will do very well this year. Any trade that has to do with decreasing consumer sentiment will do terribly this year. President Trump is in midterm election mode"
X Link 2026-01-12T02:20Z 1.3M followers, 270.6K engagements
"BREAKING: Silver surges above $85/oz for the first time in history now already up +19% in 2026"
X Link 2026-01-12T13:46Z 1.4M followers, 656.6K engagements
"BREAKING: President Trump says large US tech companies must pay their own way for the rapidly rising electricity costs due to data centers. Trump says Microsoft $MSFT is first up and they will make major changes this week. Trump is going after electricity costs next"
X Link 2026-01-12T23:50Z 1.3M followers, 1.2M engagements
"BREAKING: Former NYC Mayor Eric Adams launches a memecoin that hits $580 million in market cap before crashing -80% in a matter of minutes. Nearly $500 million in market cap has been lost since the post-launch peak"
X Link 2026-01-13T02:11Z 1.3M followers, 1.5M engagements
"PRESIDENT TRUMP: When the market goes up the Fed should lower interest rates. Fed Chair Powell kills every rally Trump adds. You do not own enough assets"
X Link 2026-01-13T19:29Z 1.4M followers, 1.6M engagements
"AI-driven borrowing is pushing investors to seek more downside protection: The weekly trading volume in credit default swaps (CDS) tied to major tech companies rose to $8 billion in December [----] the highest on record. Volumes have more than DOUBLED since August. By comparison volumes were steady at $3 billion for the first half of [----]. This comes as tech companies raised a combined $88 billion in debt last fall to fund AI infrastructure projects led by Meta $META Amazon $AMZN Alphabet $GOOGL and Oracle $ORCL. Meanwhile investment-grade companies are projected to raise a massive $1.5"
X Link 2026-01-13T20:26Z 1.4M followers, 84.3K engagements
"BREAKING: Bitcoin rises above $96000 for the first time since November 16th. Bitcoin is now up +10% in 2026"
X Link 2026-01-13T22:13Z 1.3M followers, 344.2K engagements
"Institutional investors are betting against market volatility: Net $VIX futures positioning among asset managers is down to -$36.6 million the lowest since August [----]. Excluding July and August [----] this marks the lowest reading in at least [--] years. Positioning shifted from net long +$20.0 million to net short over the last [--] weeks marking a sharp reversal. Such extreme short positioning often leaves markets vulnerable to sharp volatility spikes if sentiment deteriorates. A similar setup occurred in July-August [----] when a sudden shift in risk appetite drove a nearly -10% market pullback. Is"
X Link 2026-01-15T00:49Z 1.4M followers, 121.4K engagements
"BREAKING: President Trump says he has formed the Board of Peace which will be announced soon. Trump says this is the most prestigious board ever assembled"
X Link 2026-01-15T23:28Z 1.3M followers, 1.9M engagements
"US corporate bond downgrades are surging at an alarming pace: $55 billion of corporate bonds were downgraded from investment-grade to junk status in [----] the highest since [----]. At the same time only $10 billion of upgrades to investment-grade were recorded the lowest in at least [--] years. This means downgrade volumes were [---] times higher than upgrades compared to [---] times in [----]. By comparison in [----] there were only $4 billion in downgrades and $22 billion in upgrades meaning upgrades outpaced downgrades by [---] times. Meanwhile $63 billion of bonds are now on the brink of junk status up"
X Link 2026-01-16T13:48Z 1.4M followers, 151.8K engagements
"BREAKING: US existing home sales surged +5.1% MoM in December to an annualized rate of [----] million the highest since March [----]. This marks the 4th consecutive month of growth and the strongest monthly gain since February [----]. However sales remain [-----] million or -37% below the [----] peak levels. For the full year there were [----] million existing home sales unchanged from [----]. Meanwhile the median home sales price rose +0.4% YoY to $405400 a record high for any December. This also marks the 30th consecutive monthly gain but the weakest in [---] years. The housing market is showing early"
X Link 2026-01-16T14:58Z 1.3M followers, 130K engagements
"BREAKING: Elon Musk is seeking up to $134 BILLION in damages from OpenAI in a newly filed lawsuit. Musks legal team argues that his early funding and involvement materially contributed to OpenAIs rise which is now valued at $500+ billion. The lawsuit says OpenAI has become a for-profit company entitling Musk to compensation tied to the value created from his early contributions. Musk helped found OpenAI in [----] and donated approximately $38 million in early funding. When asked about the lawsuit Elon Musk responded: Ive lost a few battles over the years but Ive never lost a war. Buckle up for"
X Link 2026-01-17T14:31Z 1.4M followers, 1.4M engagements
"The next [--] hours are critical: With the EU's "emergency meeting" scheduled for tomorrow we are now on step #4 of our tariff playbook We expect the EU to take an aggressive but open approach. They will threaten to cancel the EU-US trade deal while encouraging President Trump to negotiate. This is exactly the position President Trump aims to achieve. Typically US futures would open on Sunday at [--] PM ET but this is delayed by [--] hours due to the market closure on Monday. This will lead to step #5 and #6 of our tariff playbook below: markets open lower and President Trump plays "hardball.""
X Link 2026-01-18T02:38Z 1.4M followers, 111.1K engagements
"Key Events This Week: [--]. Stock Market Futures React to Trumps 10% EU Tariffs - Tonight [--]. US Markets Closed MLK Day - Monday [--]. December Pending Home Sales data - Wednesday [--]. US Q3 [----] GDP data - Thursday [--]. November PCE Inflation data - Thursday [--]. January S&P Global PMI data - Friday [--]. 10% of S&P [---] companies report earnings this week We have a short but busy week ahead. https://twitter.com/i/web/status/2012889874660262293 https://twitter.com/i/web/status/2012889874660262293"
X Link 2026-01-18T14:08Z 1.3M followers, 218.3K engagements
"BREAKING: US Treasury Secretary Bessent says the US must take Greenland because Europe is too weak to ensure its own security"
X Link 2026-01-18T15:43Z 1.4M followers, 758.1K engagements
"US venture capital investment in rare earth startups is skyrocketing: VC investment in US rare earth mineral startups hit a record $628.5 million in [----]. This marks a near 3000% increase from [----]. And this figure excludes government deals including a $400 million equity investment from the Defense Department in MP Materials in July. As a result US startups attracted 90% of all global funding for rare earth minerals last year. This all comes as China controls 60% of global rare earth mining output and over 90% of refining capacity. The US is rushing to reduce reliance on the Chinese rare"
X Link 2026-01-18T19:32Z 1.3M followers, 244.8K engagements
"Chinas credit crisis is worsening: New bank loans in China dropped [-----] trillion yuan in [----] or -10% to [-----] trillion yuan the lowest since [----]. This marks their 2nd consecutive annual decline. China has been in an extended credit slowdown since early [----] with the economy trapped in a deflationary spiral. Weakness has been driven by sluggish demand from borrowers as weak consumer confidence and declining business investment have eroded appetite for new debt. China's [----] moment is now. https://twitter.com/i/web/status/2012986351063564558"
X Link 2026-01-18T20:32Z 1.4M followers, 309K engagements
"BREAKING: Bitcoin falls -$2000 in minutes as markets react to the US-EU trade war returning"
X Link 2026-01-19T00:02Z 1.4M followers, 720.4K engagements
"BREAKING: Bitcoin falls nearly -$4000 as $500 million worth of levered longs are liquidated in [--] minutes"
X Link 2026-01-19T00:16Z 1.3M followers, 946.3K engagements
"PRESIDENT TRUMP: Building a New York Stock Exchange in Dallas is an unbelievably bad thing for New York"
X Link 2026-01-19T04:20Z 1.4M followers, 775.9K engagements
"PRESIDENT TRUMPS FULL LETTER TO NORWAY: I no longer feel an obligation to think purely of peace but can now think about what is good and proper for the USA. Trump is doubling down on Greenland. Step #6 of our tariff playbook is beginning. https://t.co/smgK72PeXk https://t.co/smgK72PeXk"
X Link 2026-01-19T13:46Z 1.3M followers, 1.4M engagements
"Last week we posted the below analysis for our premium members. We continued buying the dip in $NATGAS and called for $3.70. Longs are now up nearly +15% on this move in a massive turnaround Subscribe below to access our premium analysis: http://thekobeissiletter.com/subscribe http://thekobeissiletter.com/subscribe"
X Link 2026-01-19T15:08Z 1.4M followers, 77.8K engagements
"Retail investor bullish sentiment is through the roof: 49.5% of individual investors expressed a bullish stock market outlook over the next [--] months in the latest AAII survey the highest since November [----]. This marks the 6th week of the last [--] during which bullish sentiment has remained above the long-term average of 37.5%. Meanwhile bearish sentiment fell to 28.2% the 2nd-lowest since November [----]. This marks the 3rd consecutive weekly reading below the average of 31.0%. Bullish sentiment has now outpaced bearish sentiment for [--] consecutive weeks the longest streak in [--] months. Retail"
X Link 2026-01-19T21:38Z 1.3M followers, 99.6K engagements
"US productivity is surging: US labor productivity soared by an annualized +4.9% in Q3 [----] the strongest pace in [--] years. This follows an upwardly revised +4.1% increase in Q2 marking the 2nd consecutive quarter with productivity gains above 4.0%. Unit labor costs which signal how much a company pays workers to produce one unit of output fell -1.9% in Q3 following a decline in Q2 the first back-to-back declines since [----]. This comes as many businesses are using new technology and equipment to improve worker efficiency. The combination of rising productivity and falling labor costs should"
X Link 2026-01-19T22:29Z 1.3M followers, 150.8K engagements
"BREAKING: The 10Y Note Yield surges to 4.26% its highest level since September [----]. Keep watching the bond market President Trump does NOT want higher yields"
X Link 2026-01-20T00:13Z 1.4M followers, 385.8K engagements
"BREAKING: President Trump posts a picture of map with Canada Greenland and Venezuela all part of the United States"
X Link 2026-01-20T12:36Z 1.3M followers, 704.4K engagements
"It keeps coming back to rare earths: Greenland holds an estimated [---] MILLION metric tons of rare earth reserves. This makes Greenland the 8th largest holder of rare earth reserves. Even more important Greenland had effectively ZERO rare earth production in [----]. Production is near zero due to lack of funding and necessary infrastructure. Greenland is estimated to have up to $5 trillion worth of natural resources. This is equivalent to roughly 20% of US GDP and almost entirely untapped. Greenland is incredibly valuable. This is unprecedented: If President Trump acquires Greenland and"
X Link 2026-01-20T19:39Z 1.3M followers, 330.9K engagements
"BREAKING: Bitcoin falls -$2000 in minutes as $360 million worth of levered longs are liquidated over the last [--] minutes. Bitcoin is back below $87000 now down -9% in [--] hours"
X Link 2026-01-20T22:48Z 1.4M followers, 279.5K engagements
"Hedge funds are ramping up bearish bets on the Japanese yen: Leveraged funds raised net yen shorts by +35624 contracts in the week ending January 13th the largest weekly increase since May [----]. This marks the first jump in bearish positioning over the last [--] weeks. As a result net short positions jumped to [-------] contracts the most bearish since Q1 [----]. This comes as investor expectations are growing that Prime Minister Takaichi will win the snap election and pursue more fiscal stimulus further widening Japan's deficit. Meanwhile the Yen is trading at [---] against the US Dollar near its"
X Link 2026-01-21T00:05Z 1.3M followers, 126.8K engagements
"BREAKING: Gold futures surge above $4800/oz for the first time in history. At this rate well see $5000 by Friday"
X Link 2026-01-21T01:16Z 1.4M followers, 301.9K engagements
"Japanese government bond demand is crashing: Japanese insurers sold -$5.2 billion of bonds with maturities of 10+ years in December the largest monthly sale since data began in [----]. This marks the 5th consecutive monthly sale the longest streak on record. Over this period insurers sold a net -$8.7 billion of long-term bonds. Meanwhile on Tuesday Japan's 20-year government bond auction demand fell significantly below its 12-month average. The bid-to-cover ratio dropped to [----] down from [---] at the last auction and below the 12-month average of [----]. This indicates weaker demand relative to"
X Link 2026-01-21T04:05Z 1.4M followers, 305.7K engagements
"BREAKING: Natural gas prices rise another +25% and post their largest 2-day gain in history as an arctic blast sweeps across the US. Natural gas prices are now up +60% in [--] days"
X Link 2026-01-21T12:26Z 1.4M followers, 411.3K engagements
"Last week we posted the below analysis for our premium members. We continued buying the dip in $NATGAS and called for $3.70. Subscribers have cashed in gains for one of our best natural gas trades ever. Subscribe below to access our premium analysis: http://thekobeissiletter.com/subscribe http://thekobeissiletter.com/subscribe"
X Link 2026-01-21T12:33Z 1.3M followers, 55K engagements
"BREAKING: US Pending Home Sales unexpectedly fall -9.3% month-over-month far worse than the -0.3% expected decline. This marks the largest decline since the pandemic in 2020"
X Link 2026-01-21T15:02Z 1.4M followers, 736.8K engagements
"BREAKING: US markets surge as President Trump rules out military action in Greenland. We are now on step #7 of our tariff playbook with timing EXACTLY as outlined. https://t.co/smgK72PeXk https://t.co/smgK72PeXk"
X Link 2026-01-21T15:10Z 1.4M followers, 1M engagements
"BREAKING: The EU has officially suspended their trade deal with the US amid Greenland tariff tensions"
X Link 2026-01-21T15:26Z 1.4M followers, 1.7M engagements
"EU holdings of US assets are massive: EU investors now hold a record $10 TRILLION worth of US assets according to Treasury data. US equities represent the largest portion at $6 trillion or 58% of total EU holdings. At the same time EU holdings of US Treasuries stand at $2 trillion or 19% of the total. Expanding beyond the EU all European countries including the UK Norway and Switzerland reflect 40% of all foreign Treasury holdings. EU investors also own $2 trillion in US corporate and other bonds and $225 billion in agency bonds. Europes financial exposure to the US has never been larger."
X Link 2026-01-21T18:41Z 1.4M followers, 187.3K engagements
"BREAKING: Gold and silver prices fall sharply as President Trump announces he is no longer imposing new 10% tariffs on the EU. This is the most tradable and profitable market of all time"
X Link 2026-01-21T19:40Z 1.4M followers, 1.3M engagements
"The US debt crisis intensifies: 26% of US federal debt is set to mature within the next [--] months one of the largest portions this century. By comparison the peak was 29% in [----] when interest rates set by the Fed were at 0%. Between [----] and [----] this percentage remained below 20%. Currently interest rates stand at 3.75% with the market pricing in [--] cuts this year. This means $10 trillion in debt must be refinanced at significantly higher interest rates over the coming year. This comes as the US Treasury has shifted toward issuing shorter-dated bonds to minimize interest costs in the near"
X Link 2026-01-21T23:32Z 1.3M followers, 403.3K engagements
"BREAKING: US GDP grows by +4.4% in Q3 [----] above expectations and the highest growth rate in [--] years"
X Link 2026-01-22T13:34Z 1.4M followers, 723.4K engagements
"BREAKING: Silver surges to a new record high of $95.88/oz now up another +34% in [----]. Silver is about to post a 9-month win streak"
X Link 2026-01-22T15:56Z 1.3M followers, 327.9K engagements
"Investor risk appetite is near-record levels: The S&P Global Investment Manager Index rose to +41% in January the highest reading since April [----]. This gauge covers a monthly survey of [---] institutional investors overseeing over $3.5 trillion in assets. This marks the 4th consecutive monthly increase in risk appetite. Now 58% of fund managers expect US equity gains over the next [--] days while only 16% anticipate losses. As a result the near-term market outlook jumped to +32% the 2nd-highest in [--] years. Wall Street is betting on a continued stock market rally."
X Link 2026-01-22T17:12Z 1.3M followers, 119.4K engagements
"BREAKING: Gold prices officially rise above $4900/oz for the first time in history. Our long-time $5000 target is now just 2% away. What a run"
X Link 2026-01-22T17:49Z 1.4M followers, 819.2K engagements
"BREAKING: The Cass Freight Index dropped -7.5% YoY in December to [----] nearly matching the [----] pandemic lows. This index tracks North American freight shipments and is one of the most important indicators of US shipping activity. This marks the 35th consecutive monthly decline the longest streak on record. Over this period shipments have dropped -22% with the index falling -5.5% in [----] -4.1% in [----] and -6.1% in [----]. Retailers are reducing inventories ordering and stocking fewer goods and freight capacity remains too high. By comparison during the [----] Financial Crisis the index fell for"
X Link 2026-01-22T19:28Z 1.4M followers, 141.8K engagements
"Retail investors bought the dip: Individual investors net bought +$1.8 billion of the S&P [---] ETF $SPY yesterday the largest daily purchase since October. This was also the 3rd-largest inflow since the April [----] market recovery. Year-to-date retail purchases have exceeded +$1.0 billion every single day. For the week ending January 14th individual investors purchased +$12.0 billion worth of equities the largest weekly inflow in at least [--] months. This includes +$4.9 billion in single stocks the highest in [--] months. Retail investor risk appetite is stronger than ever."
X Link 2026-01-22T20:24Z 1.3M followers, 283.5K engagements
"PRESIDENT TRUMP: Record numbers all over the place. Should I try for a fourth term"
X Link 2026-01-22T22:27Z 1.3M followers, 611.3K engagements
"Global institutional investors have never held so little cash: Cash allocation by fund managers is down to just 3.2% the lowest since data began in the 1990s. This marks a [----] percentage point decline since April one of the fastest drops since the survey started. Cash levels are now at or below 4% of AUM for the 7th consecutive month the longest streak on record. According to Bank of America fund managers are the most bullish since July [----]. Meanwhile the majority of global investors have no downside protection against a largest stock-market drawdown the highest percentage since early 2018."
X Link 2026-01-22T23:36Z 1.3M followers, 190.7K engagements
"BREAKING: President Trump withdraws his Board of Peace invitation to Canadas Prime Minister Carney"
X Link 2026-01-23T01:52Z 1.4M followers, 574.9K engagements
"BREAKING: Intel stock $INTC falls over -14% after reporting Q4 [----] earnings now on track for its largest daily decline since August 2024"
X Link 2026-01-23T14:48Z 1.3M followers, 240.2K engagements
"Retail investors are piling into gold and silver funds at an accelerating pace: Individual investors posted a +$95 million net inflow in the largest gold ETF $GLD on Tuesday the largest since October [----]. By comparison the largest daily inflows in [----] were in October and April at $150 million. Retail investors have net bought $GLD for almost every single day in [----]. As a result retail net inflows are up to $370 million YTD. Meanwhile silver-linked ETFs saw a record $922 million of retail inflows over the last [--] days. The retail rush into precious metals is accelerating."
X Link 2026-01-23T16:56Z 1.3M followers, 158.7K engagements
"BREAKING: Intel $INTC extends its decline to -17% on the day now on track for its biggest daily drop in nearly [--] years. The US government's position in Intel is down -$4 billion today"
X Link 2026-01-23T18:33Z 1.3M followers, 319.3K engagements
"BREAKING: Elon Musk says the biggest company in the world in [--] years from now will be worth as much as $100 trillion. That's [--] times the current size of Nvidia"
X Link 2026-01-23T18:53Z 1.3M followers, 251.5K engagements
"BREAKING: US margin debt surged +$11.3 billion in December to a record $1.23 trillion. This marks the 8th consecutive monthly increase. Over this period margin debt has risen +$375 billion or +44%. Meanwhile margin debt growth is now outpacing S&P [---] gains by [--] percentage points YoY the widest gap since the [----] meme stock frenzy. Excluding [----] this marks the largest divergence since [----] when this metric hit [--] percentage points. Investors are using more leverage than ever. https://twitter.com/i/web/status/2014828729566912793 https://twitter.com/i/web/status/2014828729566912793"
X Link 2026-01-23T22:32Z 1.4M followers, 258.3K engagements
"Asset owners are the only winners in this market. Own assets or be left behind"
X Link 2026-01-23T23:09Z 1.4M followers, 354.3K engagements
"We are [--] weeks into 2026: Week 1: US captures Venezuela's President Maduro Week 2: Fed Chair Powell investigated by DOJ Week 3: President Trump tariffs EU over Greenland Week 4: President Trump threatens 100% Canada tariff This is the most tradable market in history"
X Link 2026-01-24T15:45Z 1.3M followers, 246.9K engagements
"Retail investors are dumping Apple stock while piling into Nvidia and Tesla: Individual Investors purchased +$15 billion of Nvidia $NVDA stock since July [----] the most among all Magnificent [--] stocks. This is more than the other [--] stocks combined. This was followed by +$6 billion cumulative retail purchases of Tesla $TSLA over the same period. By comparison Meta $META Amazon $AMZN Microsoft $MSFT and Google $GOOGL saw +$3 billion +$3 billion +$2 billion and +$2 billion respectively. Meanwhile Apple $AAPL posted -$4 billion of retail net outflows over the same time period. Retail seems to be"
X Link 2026-01-24T21:23Z 1.4M followers, 195.6K engagements
"BREAKING: Senate Democrats threaten to shut down the US government if DHS and ICE funding is included. The odds of a government shutdown on January 31st are rising sharply"
X Link 2026-01-25T00:30Z 1.3M followers, 551.5K engagements
"BREAKING: Bitcoin falls below $88000 as $60 million worth of levered longs are liquidated in [--] minutes. A government shutdown is now expected and President Trump has threatened 100% tariffs on Canada. US stock market futures will open in less than [--] hours"
X Link 2026-01-25T16:11Z 1.3M followers, 549.3K engagements
"PRESIDENT TRUMP: Canada is systematically destroying itself. The China deal is a disaster. We are now on step #3 of the tariff playbook. https://t.co/smgK72PeXk https://t.co/smgK72PeXk"
X Link 2026-01-25T17:38Z 1.3M followers, 691.2K engagements
"BREAKING: Canadas Prime Minister Carney says he does NOT plan to sign a free trade agreement with China after President Trump threatened 100% tariffs"
X Link 2026-01-25T22:34Z 1.3M followers, 545.2K engagements
"BREAKING: Gold futures officially rise above $5100/oz for the first time in history. Truly incredible"
X Link 2026-01-26T02:08Z 1.4M followers, 353.2K engagements
"BREAKING: Golds market cap officially hits a record $35 trillion and silvers market cap hits a record $6 trillion. Gold and silver are now worth [--] TIMES the market cap of Nvidia"
X Link 2026-01-26T08:10Z 1.4M followers, 643.5K engagements
"BREAKING: Silver hits a record $110/oz now up +54% this month. This puts silver +280% above where it was in January 2025"
X Link 2026-01-26T08:45Z 1.4M followers, 480.4K engagements
"BREAKING: Nvidia announces a $2 billion investment in CoreWeave. CoreWeave stock $CRWV is up over +10% on the news"
X Link 2026-01-26T13:09Z 1.4M followers, 575K engagements
"BREAKING: India and the EU announce that trade talks are complete and a new trade deal will be announced tomorrow"
X Link 2026-01-26T14:54Z 1.3M followers, 292.1K engagements
"BREAKING: GameStop stock $GME surges over +5% after Michael Burry announces he has been buying the stock"
X Link 2026-01-26T17:01Z 1.3M followers, 195.7K engagements
"BREAKING: Silver hits a record $115/oz and is now officially up more than +60% this month in an unprecedented move. For anyone keeping track silver hit $100/oz just [--] trading hours ago. This run will be referenced for decades to come"
X Link 2026-01-26T17:19Z 1.4M followers, 379.7K engagements
"BREAKING: The S&P [---] measured in ounces of gold is down to [----] the lowest since [----]. This ratio has fallen [-----] or -48% since [----] as gold prices have outperformed the index. Over this time gold prices have rallied +180% while the S&P [---] has gained +45%. Historically every time this ratio has fallen below [---] market volatility increased materially. Gold can see the future"
X Link 2026-01-26T19:40Z 1.3M followers, 199.8K engagements
"BREAKING: UnitedHealth stock $UNH falls over -8% after a new report says the US will hold payments to private Medicare plans flat next year"
X Link 2026-01-26T21:40Z 1.3M followers, 305.3K engagements
"BREAKING: President Trump increases tariffs on South Korea to 25% and says the country is "not living up to its deal with the US.""
X Link 2026-01-26T22:01Z 1.4M followers, 756K engagements
"BREAKING: Gregory Bovino has been removed from his role as Border Patrol commander at large" per The Atlantic. This follows reports that Bovino was ordered by President Trump to leave Minnesota today"
X Link 2026-01-26T23:56Z 1.3M followers, 770.7K engagements
"Asset managers are extremely bullish: Net $VIX futures positioning among asset managers is down to -$1.0 billion the lowest in at least [--] years. Short volatility bets have now surpassed the August [----] peak before the Volatility Index $VIX exploded +280% to [--] points the highest since the [----] pandemic. At the same time hedge fund $VIX futures positioning is down to -$42.7 million the lowest since August [----] and the 2nd-lowest on record. Positioning shifted from neutral to net short over the last several weeks marking a sharp reversal in the sentiment. Meanwhile US hedge fund gross leverage"
X Link 2026-01-27T14:34Z 1.4M followers, 134.1K engagements
"BREAKING: The US Dollar Index officially falls to its lowest level since [----]. Own assets or be left behind"
X Link 2026-01-27T17:17Z 1.4M followers, 770.6K engagements
"BREAKING: UnitedHealth stock $UNH extends its decline to -20% on the day erasing -$65 billion of market cap. The stock is now on track for its worst day since April 17th 2025"
X Link 2026-01-27T18:01Z 1.3M followers, 379.5K engagements
"Silver ETF trading volume is exploding: Trading volume in the largest silver-backed ETF $SLV hit a record $40 billion on Monday. This marks the highest turnover among any other asset and is [--] TIMES its average daily volume. This also TRIPLES the previous peak seen in [----]. By comparison the S&P [---] ETF $SPY traded $25 billion the Nasdaq [---] ETF $QQQ $17 billion while Nvidia $NVDA and Tesla $TSLA each traded $16 billion. Furthermore the 2x leverage long-silver futures ETF $AGQ posted $8 billion in volume yesterday. The largest Gold ETF $GLD also saw massive turnover of $13 billion but $27"
X Link 2026-01-27T18:55Z 1.4M followers, 182K engagements
"US tech workers are automating themselves: The technology sector now reflects 2.3% of total US employment the lowest since early [----]. This percentage peaked around the ChatGPT launch in November [----] and has fallen over the last [--] years. Over this period employment in Computing Infrastructure Data Processing Web Hosting Web Search and Computer Systems Design Services has shed [------] jobs. This reverses a 20-year uptrend in tech employment. Meanwhile software development job postings on Indeed have dropped -71% since the February [----] peak. Postings are now -33% below pre-pandemic levels."
X Link 2026-01-27T19:57Z 1.4M followers, 378.6K engagements
"PRESIDENT TRUMP: Make Iraq Great Again"
X Link 2026-01-27T19:59Z 1.3M followers, 303K engagements
"BREAKING: Gold futures surge to a record $5160/oz now up +18% this month. Not even an intraday decline is able to hold"
X Link 2026-01-27T20:10Z 1.4M followers, 486.3K engagements
"PRESIDENT TRUMP: We have to use tariffs to achieve world peace"
X Link 2026-01-27T21:42Z 1.4M followers, 125.4K engagements
"BREAKING: Global gold ETFs posted a record +$88.6 billion in inflows in [----] the strongest year on record. North America led with +$50.7 billion in inflows followed by Asia at +$25.3 billion and Europe at +$11.7 billion. This marks only the 2nd year of positive inflows over the last [--] years. December alone attracted +$10.0 billion the 3rd-strongest month in [----]. Last year AUM in global gold ETFs surged +114% to a record $582.9 billion. In tonnage terms demand rose to +801 tonnes in [----] the 2nd-highest in history after [----] when +893 tonnes were recorded. [----] was a historic year for gold."
X Link 2026-01-27T22:23Z 1.3M followers, 100.6K engagements
"The worldwide equity boom is gaining momentum: 45% of global equity markets hit all-time highs over the last month when measured in local currencies the highest since [----]. In US Dollar terms 35% of markets reached records also the strongest reading since the [----] peak. By comparison both percentages were at 0-5% at the beginning of [----]. Furthermore 92% of markets in the MSCI All-Country World Index (ACWI) are now within 5% of a 52-week high the best breadth since [----]. There have been only [--] other occurrences of readings above 90% this century. The global bull market is expanding."
X Link 2026-01-28T00:37Z 1.3M followers, 134.7K engagements
"BREAKING: Silver extends gains to +8% and rises back above $114/oz. Gold futures are now trading above a record $5250/oz. Yesterdays decline has now been entirely undone"
X Link 2026-01-28T02:40Z 1.4M followers, 293.9K engagements
"The asset owner party just keeps getting better: This is what happens when the President of the US says the US Dollar is "doing great" after falling -11% in [--] months. Commodities are deep green across the board a now seemingly daily occurrence. Gold is up another +3% silver up +9% and S&P [---] futures are pushing into [----]. For all who have followed our work for 12+ months you were prepared for this. Asset owners are winning. Everyone else has been left behind. https://twitter.com/i/web/status/2016352041325703451 https://twitter.com/i/web/status/2016352041325703451"
X Link 2026-01-28T03:26Z 1.3M followers, 373.3K engagements
"BREAKING: S&P [---] futures officially rise above [----] for the first time in history. Asset prices just keep on rising"
X Link 2026-01-28T05:25Z 1.4M followers, 245.5K engagements
"BREAKING: President Trump says a "massive Armada" is heading to Iran and "like with Venezuela it is ready willing and able to fulfill its mission." "Time is running out make a deal the next attack will be far worse" Trump says"
X Link 2026-01-28T12:24Z 1.4M followers, 461.1K engagements
"There it is: President Trump just threatened to attack Iran "like Venezuela" and said the US Dollar is "doing great" after losing -10% of its value. The craziest part Gold and silver have known this was coming for months. This market just keeps getting crazier"
X Link 2026-01-28T13:13Z 1.3M followers, 204.8K engagements
"BREAKING: Peace talks between Russia Ukraine and the US will continue on February 1st"
X Link 2026-01-28T13:42Z 1.3M followers, 198K engagements
"The US Dollar situation: The most interesting part about yesterday's situation is that President Trump is effectively welcoming a weaker US Dollar. Objectively speaking the US Dollar just posted its worst year in [--] years. When asked about it for the first time President Trump could have easily pushed back on the recent decline. In fact he said the US Dollar is like a "yo-yo" which he could swing to either direction acknowledging his ability to reverse its decline. If this is the case why didn't President Trump speak in favor of strengthening the US Dollar Because a weaker US Dollar comes with"
X Link 2026-01-28T14:22Z 1.4M followers, 319.8K engagements
"US consumer savings are falling at an alarming pace: The US personal savings rate fell [----] percentage points in November [----] to 3.5% the lowest since October [----]. Excluding the March-October [----] period this is the lowest level since the [----] Financial Crisis. This percentage has declined [----] points since April [----]. Over this period personal savings have fallen -$469.2 billion or -37% to $799.7 billion the lowest since November [----]. By comparison the April [----] peak was $5.96 trillion or [---] times higher. US consumer savings are now running [---] percentage points below the pre-pandemic"
X Link 2026-01-28T15:39Z 1.4M followers, 137.3K engagements
"Solar panel production costs are skyrocketing due to silver: Silver now reflects a record 29% of total solar panel production costs. This marks a dramatic surge from 15% last year as silver prices have more than tripled. By comparison in [----] and [----] the proportion was 11% and 3% respectively. As a result silver has become the largest contributor to solar panel costs exceeding aluminum glass and resins. Solar panel makers are raising prices and accelerating plans to substitute silver with cheaper materials like copper. Silver's historic rally is changing the economy."
X Link 2026-01-28T17:48Z 1.4M followers, 255.4K engagements
"BREAKING: The Federal Reserve has officially PAUSED interest rate cuts for the first time since July 2025"
X Link 2026-01-28T19:00Z 1.4M followers, 818.1K engagements
"SUMMARY OF FED DECISION (1/28/2026): [--]. Fed halts rate cuts for the first time since July [----] [--]. Fed says inflation remains "somewhat elevated" [--]. Two Fed Governors dissent in favor of a [--] bps cut [--]. Unemployment rate has shown "some signs of stabilization" [--]. Fed reasserts goal of achieving 2% long-term inflation [--]. Uncertainty about economic outlook "remains elevated" December may have marked Powell's final rate cut. https://twitter.com/i/web/status/2016588275235078451 https://twitter.com/i/web/status/2016588275235078451"
X Link 2026-01-28T19:04Z 1.4M followers, 375.9K engagements
"BREAKING: Gold futures extend gains to over +$1000/oz on the month to a record $5370/oz now on track for the biggest monthly dollar gain in history"
X Link 2026-01-28T20:38Z 1.4M followers, 368.8K engagements
"BREAKING: Silver prices extend gains to over +10% on the day rising back above $117/oz"
X Link 2026-01-28T20:56Z 1.3M followers, 164.3K engagements
"BREAKING: Elon Musk says Tesla expects to have fully autonomous vehicles in up to 50% of the US by the end of this year. Elon is all-in on autonomous vehicles and it's coming far quicker than most people realize"
X Link 2026-01-28T23:30Z 1.3M followers, 712.1K engagements
"Gold's volatility is up to [----] levels: The volatility index of the gold ETF $GLD relative to the volatility index of the 20+ Treasury Bond ETF $TLT hit [---] points the highest since [----]. This ratio has DOUBLED since November. This comes as $GLD's VIX Index is up to [----] points the highest since the [----]. At the same time $TLT's VIX Index is down to [----] points near the lowest since [----]. Furthermore gold 3-month minus 1-year implied volatility reached the highest level since [----]. This shows traders expect significantly larger near-term price swings in gold. Precious metal volatility is set"
X Link 2026-01-29T00:19Z 1.4M followers, 127.5K engagements
"Commodities are rising 5%+ each across the board almost every day now. Gold silver copper platinum all at record highs. Energy prices are rebounding and the S&P [---] is at [----]. When we said own assets or be left behind this is exactly what we meant"
X Link 2026-01-29T05:07Z 1.4M followers, 529.9K engagements
"BREAKING: Silver prices rise above $120/oz for the first time in history now up +68% this month. Silver just quadrupled the S&P 500s [----] return in [--] days"
X Link 2026-01-29T06:23Z 1.4M followers, 478.7K engagements
"Homebuyers are canceling deals at a record pace: 16.3% of home purchases were canceled in December the highest rate for this month on record dating back to [----]. Over [-----] pending US home sales fell out of contract last month according to Redfin. By comparison 14.9% and 14.7% were canceled in December [----] and [----]. Atlanta posted the highest cancellation rate at 22.5% followed by Jacksonville and San Antonio at 20.6%. Historically elevated housing costs and rising inventory have made buyers more selective giving them leverage to walk away for better deals. Housing market pressures are"
X Link 2026-01-29T16:05Z 1.4M followers, 215.6K engagements
"US active ETF issuances had a historic 2025: The number of US active ETF launches jumped +71% YoY to a record [---] in [----]. This marks the 3rd consecutive annual increase. These new launches represent 36% of the total [----] active ETFs in the US market. Short-term trading-oriented ETFs drove the surge soaring +366% YoY to a record [---] or 34% of all active launches. Most of these products targeted leveraged or inverse equity strategies. By comparison only [---] passive ETFs launched last year bringing the total number of US-domiciled passive ETFs to a record [----]. Active ETF issuance is booming."
X Link 2026-01-29T17:18Z 1.3M followers, 94.5K engagements
"BREAKING: Bitcoin falls below $84000 as $500 million worth of levered longs are liquidated in [--] hours"
X Link 2026-01-29T18:01Z 1.3M followers, 224.7K engagements
"BREAKING: President Trump says he will announce his new Fed Chair next week"
X Link 2026-01-29T18:33Z 1.4M followers, 279.1K engagements
"BREAKING: The US Senate rejects a bill to keep the government open in a 45-55 vote with another government shutdown now just [--] days away"
X Link 2026-01-29T19:05Z 1.4M followers, 425.5K engagements
"China's population crisis is getting worse: Chinas population dropped [-----] million people in [----] the largest contraction since [----]. This marks their 4th consecutive annual decline. Births per [----] people fell to [---] the lowest since at least the founding of the Peoples Republic in [----]. Overall there were [---] million births in [----] down from [---] million in [----] and [----] million deaths up from [----] million. This puts even more pressure on the working-age population which has already been falling for [--] years. Chinas demographic pressures are catalyzing an economic crisis."
X Link 2026-01-29T21:59Z 1.4M followers, 109.8K engagements
"BREAKING: President Trump has signed an Executive Order to impose tariffs on goods from countries that sell or provide oil to Cuba. This comes [--] days after Trump said "Cuba will be failing pretty soon.""
X Link 2026-01-29T23:06Z 1.4M followers, 214.4K engagements
"BREAKING: OpenAI is "racing" to go public by the end of [----] as it looks to beat Anthropic as the first major generative AI startup to go public per WSJ"
X Link 2026-01-29T23:14Z 1.3M followers, 187.1K engagements
"BREAKING: President Trump is suing the IRS and US Treasury for $10 billion over a leak of his tax records"
X Link 2026-01-30T00:11Z 1.4M followers, 464.8K engagements
"2026 IPO Launches Will Be Historic: [--]. SpaceX: Expected at $1.5 trillion valuation [--]. OpenAI: Expected at $1+ trillion valuation [--]. Anthropic: Expected at $500 billion valuation Meanwhile reports have emerged that Elon Musk is considering merging SpaceX with Tesla/xAI. This would mark the largest corporate merger in history. The AI Revolution is accelerating. https://twitter.com/i/web/status/2017044843609149679 https://twitter.com/i/web/status/2017044843609149679"
X Link 2026-01-30T01:19Z 1.4M followers, 295.8K engagements
"BREAKING: Gold futures fall -$170/oz in under [--] hours as crypto liquidations surge and stock market futures decline"
X Link 2026-01-30T02:09Z 1.4M followers, 240.6K engagements
"Americans are worried about their jobs: The perceived probability for households to find a new position in [--] months after a job loss is down to 43.1% the lowest on record. This percentage has declined [---] points since May [----]. By comparison the [----] pandemic low was 46.2%. Meanwhile the perceived probability of losing a job over the next [--] months is up to 15.2% one of the highest readings since the [----] pandemic. This is also above the 12-month average of 13.5% and increased across all age and education groups. Anxiety about employment conditions among Americans is rising."
X Link 2026-01-30T03:16Z 1.4M followers, 132.6K engagements
"China has become a crucial source of liquidity for the global financial system: China's non-official sector holdings of overseas assets surged +$260 billion in Q3 [----] to a record $1.95 trillion. This marks a +$1 trillion increase over the first [--] quarters of [----] more than doubling the average annual growth over the last [--] years. Over this period Chinese private investors bought +$535 billion worth of US and European stocks and bonds outpacing any full-year increase over the last two decades. The surge was driven by a record $1.2 trillion trade surplus with 66% of foreign assets ending up"
X Link 2026-01-30T04:14Z 1.4M followers, 165.8K engagements
"Activity in the silver market is exploding: Assets under management (AUM) in the largest silver-backed ETF $SLV have DOUBLED to $50 billion in just [---] trading sessions. This marks the 2nd-fastest run for any US ETF from $25 billion to $50 billion only behind the largest Bitcoin ETF $IBIT which hit this milestone in less than [--] trading days. By comparison the MSCI EAFE ETF $IEFA tracking developed markets outside the US and Canada took [---] sessions. This comes as $SLV has posted [--] consecutive daily gains of over +3% the longest streak since the fund was launched in April [----]. As a result"
X Link 2026-01-30T04:26Z 1.4M followers, 129.5K engagements
"BREAKING: US stock market futures extend losses with Nasdaq [---] futures down -0.75%"
X Link 2026-01-30T06:39Z 1.4M followers, 155.8K engagements
"BREAKING: Silver extends losses to -11% on the day now falling below $104/oz. Silver is now 5% away from entering a technical bear market"
X Link 2026-01-30T09:00Z 1.4M followers, 255.4K engagements
"BREAKING: Nasdaq [---] futures fall over -1% as markets anticipate Kevin Warsh as President Trumps Fed Chair pick"
X Link 2026-01-30T09:27Z 1.3M followers, 206.9K engagements
"BREAKING: Spot silver prices drop below $100/oz for the first time since January 23rd"
X Link 2026-01-30T09:33Z 1.4M followers, 151.3K engagements
"BREAKING: Spot gold prices officially fall below $5000/oz now down -11% in [--] hours"
X Link 2026-01-30T15:07Z 1.4M followers, 238.5K engagements
"Crypto ETFs are recording massive outflows: Crypto funds saw -$1.7 billion in outflows last week the largest since mid-November. This marks the 2nd-largest withdrawal in at least a year. Over the last [--] months investors have withdrawn -$2.6 billion in total. Bitcoin ETFs alone posted -$1.1 billion in redemptions also the largest since mid-November. This was followed by Ethereum and XRP outflows of -$630 million and -$18 million respectively. Capital continues to rotate out of crypto. https://twitter.com/i/web/status/2017267814231396575 https://twitter.com/i/web/status/2017267814231396575"
X Link 2026-01-30T16:05Z 1.4M followers, 111.7K engagements
"US long-term unemployment is surging: The number of Americans unemployed for 15+ weeks is up to [---] million the highest since October [----]. Over the last [--] years this figure has soared +1.2 million. During the same period the number of unemployed Americans for 27+ weeks has risen +900000 to [---] million the highest since December [----]. As a % of total unemployment this metric rose to 26% higher than all previous recessions except the [----] and [----]. As a result it now takes an average of [--] weeks to find a new job the longest since [----] The US labor market is weakening under the surface."
X Link 2026-01-30T17:22Z 1.4M followers, 152.4K engagements
"Japanese retail traders are reducing bearish US Dollar bets: Retail investors in Japan cut -$561 million of net short positions in the USDJPY currency pair between Friday and Tuesday to -$2.27 billion net short the smallest bearish US Dollar position in at least a year. This marks the largest 3-day reduction in bearish Dollar bets since October [----]. Over the last [--] weeks net short positioning has declined -$723 million. Meanwhile on Wednesday the US Dollar recovered some losses after Treasury Secretary Scott Bessent said the US is not intervening in currency markets. Japanese markets remain"
X Link 2026-01-30T20:43Z 1.4M followers, 111.4K engagements
"BREAKING: The US' goods trade deficit widened by -$27.6 billion or -95% in November to -$56.8 billion the highest since July. This marks the largest monthly increase since [----]. This comes as the value of all US goods and services exports fell -$10.9 billion to $292.1 billion the lowest since September. At the same time imports jumped +$16.8 billion to $332.1 billion the highest since July. This was driven particularly by a surge of inbound shipments of pharmaceuticals and a decline in gold exports. However since March [----] the goods trade deficit has improved by +$79.6 billion or +58%."
X Link 2026-01-30T21:36Z 1.4M followers, 134K engagements
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