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![KobeissiLetter Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::3316376038.png) The Kobeissi Letter [@KobeissiLetter](/creator/twitter/KobeissiLetter) on x 950.8K followers
Created: 2025-07-15 01:29:06 UTC

Shifts in the economy are opportunity for investors.

As markets price-in the ongoing shifts in bond markets, capital is rotating and major moves in asset prices.

Want to see how we are trading it?

Subscribe below to access our premium analysis:



![](https://pbs.twimg.com/card_img/1941999713865351168/yHJtWGJA?format=jpg&name=800x419)

XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1944932199163220405/c:line.svg)

[Post Link](https://x.com/KobeissiLetter/status/1944932199163220405)

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

KobeissiLetter Avatar The Kobeissi Letter @KobeissiLetter on x 950.8K followers Created: 2025-07-15 01:29:06 UTC

Shifts in the economy are opportunity for investors.

As markets price-in the ongoing shifts in bond markets, capital is rotating and major moves in asset prices.

Want to see how we are trading it?

Subscribe below to access our premium analysis:

XXXXXX engagements

Engagements Line Chart

Post Link

post/tweet::1944932199163220405
/post/tweet::1944932199163220405