⁠The Kobeissi Letter
The bull market in gold has been truly historic:

Gold has added ~$5.0 trillion in market value over the 12 months and is now worth a record $20.1 trillion.

Over the last 6 years, gold's market cap has risen by nearly $12 trillion, or 148%.

In 2025 alone, gold prices have risen ~12% and marked multiple new all time highs.

Furthermore, the gold to CPI ratio has hit a record 9.2x.

This exceeds previous peaks of 8.4x and 8.1x posted in 1980 and 2011.

Gold is making history.
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⁠The Kobeissi Letter
BREAKING: Vladimir Putin is allowing some international funds, including American ones, to sell Russian securities.

This comes a day before talks with President Trump regarding a ceasefire in Ukraine. https://t.co/qv8WnhNgdH
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⁠Alvin
Comparing these five phones should be a lot of fun. 😏 https://t.co/TeffUNqPRs
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⁠Quiver Quantitative
Wow.

Back in November, we reported extensively on a curious purchase of Viasat stock by a member of Congress.

$VSAT is now up 50% since our reports.

It's up another 7% today.

Look at this: https://t.co/rbwjWnFy1l
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⁠The Investing for Beginners Podcast
Price to Sales: https://t.co/9qlCq9NeWc
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⁠Quiver Quantitative
👀

Last month, we noticed Representative Robert Bresnahan buying stock in the Chinese company Alibaba.

$BABA has now risen 48% since he bought in.

The U.S. stock market has fallen 6% over that period. https://t.co/tybmEckRiK
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⁠Quiver Quantitative
BREAKING: Representative Cleo Fields just filed a sale of up to $1M of Nvidia stock, $NVDA.

Fields sits on the House Committee on Financial Services.
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⁠Stock Analysis Compilation
Signia on Uranium Royalty $UROY US

Thesis: Uranium Royalty is a $300 million market cap company utilizing a royalty and streaming business model to profit from high-quality uranium mines while minimizing operational risks.

(Extract from their Q4 letter) https://t.co/L027cOjgpQ
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