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The Kobeissi Letter
BREAKING: Gold extends gains amid rising uncertainty, now less than 1% away from a new all time high. https://t.co/hVnX3IiorH
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BREAKING: Gold extends gains amid rising uncertainty, now less than 1% away from a new all time high. https://t.co/hVnX3IiorH
Gold prices are SURGING:
As the S&P 500 has erased $5+ trillion, gold is now set to cross above a record $20 TRILLION in market cap.
Gold has more than QUADRUPLED the S&P 500's return over the last 12 months.
Gold is telling us something. Let us explain.
(a thread) https://t.co/WqihthhhJs tweet
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The Kobeissi Letter
BREAKING: S&P 500 futures erase yesterday’s rally and fall toward correction territory on new Trump tariffs. https://t.co/ZaaKmCDPR5
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BREAKING: S&P 500 futures erase yesterday’s rally and fall toward correction territory on new Trump tariffs. https://t.co/ZaaKmCDPR5
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The Kobeissi Letter
The crypto selling spree:
Crypto funds saw -$876 million in outflows last week, the 2nd largest on record.
This was followed by a record -$3.0 billion outflow in the week before.
As a result, crypto funds experienced 4-straight weeks of outflows totaling -$4.8 billion.
Bitcoin funds alone saw -$756 million in outflows last week, one of the largest in history.
Crypto markets have seen a rapid shift in sentiment.
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The crypto selling spree:
Crypto funds saw -$876 million in outflows last week, the 2nd largest on record.
This was followed by a record -$3.0 billion outflow in the week before.
As a result, crypto funds experienced 4-straight weeks of outflows totaling -$4.8 billion.
Bitcoin funds alone saw -$756 million in outflows last week, one of the largest in history.
Crypto markets have seen a rapid shift in sentiment.
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Investing visuals
I see great long-term opportunities in the current drawdown of some names below.
How about you? https://t.co/agDU2RlmaO
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I see great long-term opportunities in the current drawdown of some names below.
How about you? https://t.co/agDU2RlmaO
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Stock Analysis Compilation
Artisan US Mid Cap Growth Strategy on Robinhood $HOOD US
Thesis: Robinhood is emerging as the leading trading platform for millennials with rapid account growth and significant potential for product expansion and margin improvement.
(Extract from their Q4 letter) https://t.co/KkmWYWaAau
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Artisan US Mid Cap Growth Strategy on Robinhood $HOOD US
Thesis: Robinhood is emerging as the leading trading platform for millennials with rapid account growth and significant potential for product expansion and margin improvement.
(Extract from their Q4 letter) https://t.co/KkmWYWaAau
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The Kobeissi Letter
BREAKING: Spot gold prices officially surge to a new record high, now just 1% away from crossing $3,000/oz for the first time in history. https://t.co/njvrF5cYAR
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BREAKING: Spot gold prices officially surge to a new record high, now just 1% away from crossing $3,000/oz for the first time in history. https://t.co/njvrF5cYAR
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Quiver Quantitative
BREAKING: Senator Elizabeth Warren just said that one of her most pressing concerns is that @elonmusk will build an empire using X Money. https://t.co/yHPQeXjthb
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BREAKING: Senator Elizabeth Warren just said that one of her most pressing concerns is that @elonmusk will build an empire using X Money. https://t.co/yHPQeXjthb
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The Kobeissi Letter
It's very clear what's happening:
President Trump now believes "short term pain" is his ONLY option to lower inflation and refinance $9+ trillion of US debt.
We have seen over -$5 TRILLION erased from US stocks with the goal of LOWERING rates.
Will it work?
(a thread) https://t.co/QlQYU65AZT
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It's very clear what's happening:
President Trump now believes "short term pain" is his ONLY option to lower inflation and refinance $9+ trillion of US debt.
We have seen over -$5 TRILLION erased from US stocks with the goal of LOWERING rates.
Will it work?
(a thread) https://t.co/QlQYU65AZT
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