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The Kobeissi Letter
BREAKING: Gold fund net inflows have hit a record $80 BILLION year-to-date.
This is 2 TIMES more than the previous high set in the full year 2020.
Investors are pouring money into gold at a record pace as the market uncertainty has skyrocketed.
As a result, gold prices have rallied 22% year-to-date and have outperformed every other major asset class.
Gold prices have also hit 52 all-time highs over the last year, posting the best streak in 12 years.
Gold is the global safe haven.
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BREAKING: Gold fund net inflows have hit a record $80 BILLION year-to-date.
This is 2 TIMES more than the previous high set in the full year 2020.
Investors are pouring money into gold at a record pace as the market uncertainty has skyrocketed.
As a result, gold prices have rallied 22% year-to-date and have outperformed every other major asset class.
Gold prices have also hit 52 all-time highs over the last year, posting the best streak in 12 years.
Gold is the global safe haven.
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Offshore
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App Economy Insights
📺 US TV Time March 2025:
Streaming 43.8% (+5.3pp Y/Y).
• YouTube 12.0% (+2.3pp Y/Y).
• Netflix 7.9% (-0.1pp Y/Y).
• Disney apps 5.0% (+0.3pp Y/Y).
• Prime Video 3.5% (+0.7pp Y/Y).
• Roku Channel 2.2% (+0.8pp Y/Y).
$GOOG $NFLX $AMZN $DIS $ROKU
Source: Nielsen https://t.co/evseYPQB4V
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📺 US TV Time March 2025:
Streaming 43.8% (+5.3pp Y/Y).
• YouTube 12.0% (+2.3pp Y/Y).
• Netflix 7.9% (-0.1pp Y/Y).
• Disney apps 5.0% (+0.3pp Y/Y).
• Prime Video 3.5% (+0.7pp Y/Y).
• Roku Channel 2.2% (+0.8pp Y/Y).
$GOOG $NFLX $AMZN $DIS $ROKU
Source: Nielsen https://t.co/evseYPQB4V
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Offshore
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The All-In Podcast
Elon Musk: "Once you have general purpose humanoid robots and autonomous vehicles ... there's no actual limit to the size of the economy."
@elonmusk breaks down the amazing potential of AI plus robotics:
"I think that there's no actual limit to the size of the economy."
"Once you have general purpose humanoid robots and autonomous vehicles, you can build anything."
"The economy is really just the average productivity per person times number of people. That's the economy."
"And if you've got humanoid robots where there's no real limit on the number of humanoid robots, and they can operate very intelligently, then there's no meaningful limit to the economy."
"The good future of AI is one of immense prosperity, where there is an age of abundance, no shortage of goods and services, everyone can have whatever they want."
"Anything that is a manufactured good or provided service, with the advent of AI plus robotics, the cost of goods and services will trend to zero."
This is from Elon's amazing interview at the 2024 All-In Summit.
Apply for 2025: https://t.co/AWcgvLf2yZ
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Elon Musk: "Once you have general purpose humanoid robots and autonomous vehicles ... there's no actual limit to the size of the economy."
@elonmusk breaks down the amazing potential of AI plus robotics:
"I think that there's no actual limit to the size of the economy."
"Once you have general purpose humanoid robots and autonomous vehicles, you can build anything."
"The economy is really just the average productivity per person times number of people. That's the economy."
"And if you've got humanoid robots where there's no real limit on the number of humanoid robots, and they can operate very intelligently, then there's no meaningful limit to the economy."
"The good future of AI is one of immense prosperity, where there is an age of abundance, no shortage of goods and services, everyone can have whatever they want."
"Anything that is a manufactured good or provided service, with the advent of AI plus robotics, the cost of goods and services will trend to zero."
This is from Elon's amazing interview at the 2024 All-In Summit.
Apply for 2025: https://t.co/AWcgvLf2yZ
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Finding Compounders
Warren Buffett mentions and praises Walter Schloss’ operational style in a letter to the Lantana Group. https://t.co/qP7HNlZQWq
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Warren Buffett mentions and praises Walter Schloss’ operational style in a letter to the Lantana Group. https://t.co/qP7HNlZQWq
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Offshore
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Quiver Quantitative
The White House was just asked if Trump would support a ban on members of Congress trading stocks: https://t.co/SFnZAQLAnA
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The White House was just asked if Trump would support a ban on members of Congress trading stocks: https://t.co/SFnZAQLAnA
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Quiver Quantitative
BREAKING: AOC raised $9.6M in Q1 of this year.
100% came from individual donors.
This is a record amount for AOC, and by far the largest Q1 we've seen from a member of Congress this year. https://t.co/fEE0VVtdTd
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BREAKING: AOC raised $9.6M in Q1 of this year.
100% came from individual donors.
This is a record amount for AOC, and by far the largest Q1 we've seen from a member of Congress this year. https://t.co/fEE0VVtdTd
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The Kobeissi Letter
US consumers' expectations about personal finances over the next year have dropped to the lowest on record.
The index of financial situation expectations is 8% below the lowest level seen during the 2008 Financial Crisis.
In other words, not even the most severe recession since the Great Depression of the 1930s saw such pessimistic views.
Americans’ outlook has sharply deteriorated as uncertainty in the economy and financial markets has risen.
This, in turn, may significantly impact consumer spending which accounts for over 66% of US GDP.
Americans have rarely been so pessimistic about their finances.
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US consumers' expectations about personal finances over the next year have dropped to the lowest on record.
The index of financial situation expectations is 8% below the lowest level seen during the 2008 Financial Crisis.
In other words, not even the most severe recession since the Great Depression of the 1930s saw such pessimistic views.
Americans’ outlook has sharply deteriorated as uncertainty in the economy and financial markets has risen.
This, in turn, may significantly impact consumer spending which accounts for over 66% of US GDP.
Americans have rarely been so pessimistic about their finances.
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Dimitry Nakhla | Babylon Capital®
To our knowledge, Babylon Capital® is the only investment management firm that has:
1. Made the call to buy amid peak fear
2. See a top 5 S&P 500 one-day gain since 1945, within 5 days of that call
___
March 20, 2020 | March 24, 2020 +9.38%
April 5, 2025 | April 9 2025 +9.52% https://t.co/T74vsWLjxO
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To our knowledge, Babylon Capital® is the only investment management firm that has:
1. Made the call to buy amid peak fear
2. See a top 5 S&P 500 one-day gain since 1945, within 5 days of that call
___
March 20, 2020 | March 24, 2020 +9.38%
April 5, 2025 | April 9 2025 +9.52% https://t.co/T74vsWLjxO
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Offshore
Video
Quiver Quantitative
Representative Joe Neguse: Members of Congress shouldn’t be trading stocks
https://t.co/MFe1dubdLB
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Representative Joe Neguse: Members of Congress shouldn’t be trading stocks
https://t.co/MFe1dubdLB
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