The Kobeissi Letter's banner

The Kobeissi Letter

@KobeissiLetter • 2,018,279 subscribers

Official X account for The Kobeissi Letter, an industry leading commentary on the global capital markets. Email us: [email protected]

Shorts

Exactly 4 days ago: "Boy, Micron is great... they could invest over $100 billion in New York." Micron stock, $MU, has now added +$160 BILLION in market cap today alone. The stock is now up +1,350% since April 2025.

Exactly 4 days ago: "Boy, Micron is great... they could invest over $100 billion in New York." Micron stock, $MU, has now added +$160 BILLION in market cap today alone. The stock is now up +1,350% since April 2025.

950,546 Aufrufe

BREAKING: President Trump says the US will be "selling large amounts of oil" pumped from Venezuela. Trump also says US oil companies will be "reimbursed" for spending billions to build new infrastructure in Venezuela.

BREAKING: President Trump says the US will be "selling large amounts of oil" pumped from Venezuela. Trump also says US oil companies will be "reimbursed" for spending billions to build new infrastructure in Venezuela.

1,417,421 Aufrufe

President Trump effectively announces that Kevin Hassett will be the next Fed Chair. 2026 is going to be a wild year.

President Trump effectively announces that Kevin Hassett will be the next Fed Chair. 2026 is going to be a wild year.

1,218,755 Aufrufe

BREAKING: Saudi Arabia has shut down Ras Tanura, its largest oil refinery, following an Iranian drone strike. Ras Tanura processes 550,000 barrels of crude oil per day.

BREAKING: Saudi Arabia has shut down Ras Tanura, its largest oil refinery, following an Iranian drone strike. Ras Tanura processes 550,000 barrels of crude oil per day.

505,789 Aufrufe

BREAKING: President Trump threatens to impose tariffs on countries who opposite his plan for the US to acquire Greenland.

BREAKING: President Trump threatens to impose tariffs on countries who opposite his plan for the US to acquire Greenland.

679,699 Aufrufe

Warren Buffett receives a standing ovation from a sold-out arena as he announces he will be stepping down from CEO at Berkshire Hathaway. Buffett has been CEO for 55 years, making him the longest-serving CEO of any S&P 500 company. Truly incredible.

Sensitive content

Warren Buffett receives a standing ovation from a sold-out arena as he announces he will be stepping down from CEO at Berkshire Hathaway. Buffett has been CEO for 55 years, making him the longest-serving CEO of any S&P 500 company. Truly incredible.

1,794,185 Aufrufe

BREAKING: President Trump says he is announcing his new Fed Chair pick tomorrow morning.

BREAKING: President Trump says he is announcing his new Fed Chair pick tomorrow morning.

538,160 Aufrufe

PRESIDENT TRUMP: "Nobody convinced me [to not strike Iran]. I convinced myself."

PRESIDENT TRUMP: "Nobody convinced me [to not strike Iran]. I convinced myself."

495,172 Aufrufe

BREAKING: President Trump says the US just received 80 million barrels of Venezuelan crude oil.

BREAKING: President Trump says the US just received 80 million barrels of Venezuelan crude oil.

351,966 Aufrufe

BREAKING: President Trump reportedly tells CNN that the "big wave is yet to come" regarding US military operations in Iran.

BREAKING: President Trump reportedly tells CNN that the "big wave is yet to come" regarding US military operations in Iran.

300,045 Aufrufe

Jim Cramer warns of a potential "Black Monday" scenario this week and suggests the S&P 500 could fall 22% on Monday.

Jim Cramer warns of a potential "Black Monday" scenario this week and suggests the S&P 500 could fall 22% on Monday.

1,136,606 Aufrufe

BREAKING: President Trump says he will announce his new Fed Chair next week.

BREAKING: President Trump says he will announce his new Fed Chair next week.

276,556 Aufrufe

BREAKING: President Trump and China’s President Xi officially meet in person for the first time in Trump’s second term.

BREAKING: President Trump and China’s President Xi officially meet in person for the first time in Trump’s second term.

441,856 Aufrufe

PRESIDENT TRUMP: "On a scale of 0 to 10, I would say the meeting with President Xi was a 12."

PRESIDENT TRUMP: "On a scale of 0 to 10, I would say the meeting with President Xi was a 12."

434,632 Aufrufe

BREAKING: President Trump is asked if the new Fed Chair will be expected to "lower interest rates immediately." His response: "Yes."

BREAKING: President Trump is asked if the new Fed Chair will be expected to "lower interest rates immediately." His response: "Yes."

341,731 Aufrufe

PRESIDENT TRUMP: Fed Chair Powell "is either incompetent or crooked."

PRESIDENT TRUMP: Fed Chair Powell "is either incompetent or crooked."

175,346 Aufrufe

PRESIDENT TRUMP: "All political and military figures in Venezuela should understand what happened to Maduro can happen to them, and it will happen to them if they aren't fair."

PRESIDENT TRUMP: "All political and military figures in Venezuela should understand what happened to Maduro can happen to them, and it will happen to them if they aren't fair."

165,004 Aufrufe

BREAKING: Jamie Dimon says "Bitcoin itself has no intrinsic value... I just don't feel great about Bitcoin." He compares the ability to buy and sell #Bitcoin to the right to smoke. "But I just don't think you should smoke," he adds.

BREAKING: Jamie Dimon says "Bitcoin itself has no intrinsic value... I just don't feel great about Bitcoin." He compares the ability to buy and sell #Bitcoin to the right to smoke. "But I just don't think you should smoke," he adds.

363,046 Aufrufe

Videos

Anya Rossi

sweetdream.ai

SweetDream.ai•Sponsored•Livecam

Watch Anya Live

Anya is streaming live right now! Join her private show and enjoy exclusive content.

Exclusive private shows

1.2k viewers online

Private Show

Join now for exclusive access

Free preview available • Premium content

Absolutely incredible. ALL 7 hourly candlesticks on today's Nasdaq 100 chart were red as tech stocks fell in a literal straight-line lower. Biggest drop since "Liberation Day."

Absolutely incredible. ALL 7 hourly candlesticks on today's Nasdaq 100 chart were red as tech stocks fell in a literal straight-line lower. Biggest drop since "Liberation Day."

The Kobeissi Letter

1,181,230 Aufrufe • vor 3 Tagen

The most costly trade of the last 12 months was investing in crypto over AI. Will that change?

The most costly trade of the last 12 months was investing in crypto over AI. Will that change?

The Kobeissi Letter

644,075 Aufrufe • vor 4 Tagen

Absolutely incredible: Over the last 6 years, the S&P 500 has risen +130% while US Consumer Sentiment has collapsed by -55%, to its lowest since data began in 1952. We are witnessing the formation of the biggest wealth divide in modern history.

Absolutely incredible: Over the last 6 years, the S&P 500 has risen +130% while US Consumer Sentiment has collapsed by -55%, to its lowest since data began in 1952. We are witnessing the formation of the biggest wealth divide in modern history.

The Kobeissi Letter

1,016,614 Aufrufe • vor 16 Tagen

Absolutely insane. Micron's, $MU, rally over the last 12 months makes the S&P 500's historic run look like a rounding error. What a time to be an investor.

Absolutely insane. Micron's, $MU, rally over the last 12 months makes the S&P 500's historic run look like a rounding error. What a time to be an investor.

The Kobeissi Letter

681,564 Aufrufe • vor 12 Tagen

There has rarely been a market with more opportunity than now. The key to winning in this market? Tune out the noise. As shown in our below, our strategy has returned nearly 5 TIMES the S&P 500 since 2020, at +516.3%. And, we expect a highly eventful second half of 2026.

There has rarely been a market with more opportunity than now. The key to winning in this market? Tune out the noise. As shown in our below, our strategy has returned nearly 5 TIMES the S&P 500 since 2020, at +516.3%. And, we expect a highly eventful second half of 2026.

The Kobeissi Letter

785,458 Aufrufe • vor 14 Tagen

US inflation is red hot. 1. CPI Inflation: 3.8%, highest since May 2023 2. PCE Inflation: 3.8%, highest since May 2023 3. PPI Inflation: 6.0%, highest since March 2023 4. Services Inflation: 3.4%, highest since Sept 2025 5. Shelter Inflation: 3.3%, highest since Sept 2025 6. Energy Inflation: 17.9%, highest since Sept 2022 7. Gasoline Inflation: 28.4%, highest since June 2022 Inflation is reaccelerating across nearly every major category of the US economy. Are you positioned accordingly?

US inflation is red hot. 1. CPI Inflation: 3.8%, highest since May 2023 2. PCE Inflation: 3.8%, highest since May 2023 3. PPI Inflation: 6.0%, highest since March 2023 4. Services Inflation: 3.4%, highest since Sept 2025 5. Shelter Inflation: 3.3%, highest since Sept 2025 6. Energy Inflation: 17.9%, highest since Sept 2022 7. Gasoline Inflation: 28.4%, highest since June 2022 Inflation is reaccelerating across nearly every major category of the US economy. Are you positioned accordingly?

The Kobeissi Letter

368,504 Aufrufe • vor 11 Tagen

There is a near-perfect correlation between US oil prices and US CPI inflation, as shown in our below analysis. Oil prices have averaged near $100/barrel since March 6th, or 79 days. The longer this persists, the more inflation we will see. Asset owners are the only winners.

There is a near-perfect correlation between US oil prices and US CPI inflation, as shown in our below analysis. Oil prices have averaged near $100/barrel since March 6th, or 79 days. The longer this persists, the more inflation we will see. Asset owners are the only winners.

The Kobeissi Letter

487,128 Aufrufe • vor 15 Tagen

BREAKING: Crypto markets have now erased -$1 TRILLION in market cap since January 14th. That's -$1 trillion in market cap in 22 days, or -$45 billion per day. There has never been more noise in capital markets than now. Eliminate the noise.

BREAKING: Crypto markets have now erased -$1 TRILLION in market cap since January 14th. That's -$1 trillion in market cap in 22 days, or -$45 billion per day. There has never been more noise in capital markets than now. Eliminate the noise.

The Kobeissi Letter

5,403,945 Aufrufe • vor 4 Monaten

What is happening here? The US birthrate is now down -30% since pre-2008 levels while financial wealth is at record highs. Why? Because only asset owners are able to afford this economy. As shown in our below analysis, this crisis accelerated in both 2008 and 2020. And, with every recession and every round of inflationary economic stimulus, the crisis simply accelerates even further. Now, we are seeing the biggest divergence between the S&P 500 and the US birth rate in history. The result? Tons of young Americans simply cannot afford to have kids in another sign of the "K-Shaped" economy. The US is facing a massive demographic crisis.

What is happening here? The US birthrate is now down -30% since pre-2008 levels while financial wealth is at record highs. Why? Because only asset owners are able to afford this economy. As shown in our below analysis, this crisis accelerated in both 2008 and 2020. And, with every recession and every round of inflationary economic stimulus, the crisis simply accelerates even further. Now, we are seeing the biggest divergence between the S&P 500 and the US birth rate in history. The result? Tons of young Americans simply cannot afford to have kids in another sign of the "K-Shaped" economy. The US is facing a massive demographic crisis.

The Kobeissi Letter

353,483 Aufrufe • vor 14 Tagen

PRESIDENT TRUMP: "We are winning so much, that we really don't know what to do about it. People are asking me, please, please, please Mr. President, we are winning too much, we can't take it anymore."

PRESIDENT TRUMP: "We are winning so much, that we really don't know what to do about it. People are asking me, please, please, please Mr. President, we are winning too much, we can't take it anymore."

The Kobeissi Letter

3,289,407 Aufrufe • vor 3 Monaten

PRESIDENT TRUMP: "Our stock market dip is peanuts, that stock market is going to be doubled." Trump says the Dow is "going to hit 50,000" and double to 100,000 "in a relatively short period of time."

PRESIDENT TRUMP: "Our stock market dip is peanuts, that stock market is going to be doubled." Trump says the Dow is "going to hit 50,000" and double to 100,000 "in a relatively short period of time."

The Kobeissi Letter

2,775,932 Aufrufe • vor 4 Monaten

PRESIDENT TRUMP JUST NOW: Trump: "Colombia is run by a sick man, he's not going to be doing it for very long." Reporter: "So there will be an operation by the US in Colombia?" Trump: "Sounds good to me."

PRESIDENT TRUMP JUST NOW: Trump: "Colombia is run by a sick man, he's not going to be doing it for very long." Reporter: "So there will be an operation by the US in Colombia?" Trump: "Sounds good to me."

The Kobeissi Letter

2,303,010 Aufrufe • vor 5 Monaten

BREAKING: Israel's President Netanyahu says he wants US financial support to Israel to "draw down to zero."

BREAKING: Israel's President Netanyahu says he wants US financial support to Israel to "draw down to zero."

The Kobeissi Letter

314,352 Aufrufe • vor 29 Tagen

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.

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.

The Kobeissi Letter

1,626,222 Aufrufe • vor 4 Monaten

BREAKING: President Trump says he will NOT take military action on Greenland. "I don't have to use force, I won't use force," Trump says. We are nearing step #8 of our tariff playbook.

BREAKING: President Trump says he will NOT take military action on Greenland. "I don't have to use force, I won't use force," Trump says. We are nearing step #8 of our tariff playbook.

The Kobeissi Letter

1,451,114 Aufrufe • vor 4 Monaten

BREAKING: President Trump addresses the people of Iran: "Stay sheltered, don't leave your home. It’s very dangerous outside, bombs will be dropping everywhere. When we are finished, take over your government. This will be probably your only chance for generations."

BREAKING: President Trump addresses the people of Iran: "Stay sheltered, don't leave your home. It’s very dangerous outside, bombs will be dropping everywhere. When we are finished, take over your government. This will be probably your only chance for generations."

The Kobeissi Letter

930,225 Aufrufe • vor 3 Monaten

PRESIDENT TRUMP ON IRAN: “We took a little excursion because we felt we had to do that to get rid of some evil. I think you'll see it's going to be a short-term excursion. Short term!”

PRESIDENT TRUMP ON IRAN: “We took a little excursion because we felt we had to do that to get rid of some evil. I think you'll see it's going to be a short-term excursion. Short term!”

The Kobeissi Letter

829,307 Aufrufe • vor 3 Monaten

There is a near-perfect correlation between US oil prices and US CPI inflation, as shown in our below analysis. As WTI crude surges above $112/barrel, we believe the US economy is bracing for 3.5%+ CPI inflation, particularly if current prices persist through April. Asset owners will be the only winners in the long-run.

There is a near-perfect correlation between US oil prices and US CPI inflation, as shown in our below analysis. As WTI crude surges above $112/barrel, we believe the US economy is bracing for 3.5%+ CPI inflation, particularly if current prices persist through April. Asset owners will be the only winners in the long-run.

The Kobeissi Letter

521,698 Aufrufe • vor 2 Monaten

PRESIDENT TRUMP: If credit card companies do not lower interest rates to 10% by January 20th, "then they are in violation of the law, very severe things." "They really abuse the public, I am not going to let it happen," Trump adds.

PRESIDENT TRUMP: If credit card companies do not lower interest rates to 10% by January 20th, "then they are in violation of the law, very severe things." "They really abuse the public, I am not going to let it happen," Trump adds.

The Kobeissi Letter

998,648 Aufrufe • vor 4 Monaten

There is strong inverse correlation between spikes US diesel prices and Consumer Sentiment. Trucking costs are up +30%, Americans have spent an extra $10 BILLION on gasoline over the last 50 days, and Consumer Sentiment hit a record low. Asset owners will be the only winners.

There is strong inverse correlation between spikes US diesel prices and Consumer Sentiment. Trucking costs are up +30%, Americans have spent an extra $10 BILLION on gasoline over the last 50 days, and Consumer Sentiment hit a record low. Asset owners will be the only winners.

The Kobeissi Letter

313,354 Aufrufe • vor 1 Monat