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@KobeissiLetter

The Kobeissi Letter (@KobeissiLetter)

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13
๐Ÿ’ฐ Finance & Crypto๐Ÿ”ฌ Science & Research

What just happened? In just 27 minutes, the Nasdaq 100 just fell -1,000 points and the S&P 500 erased -$1 TRILLION without any major headlines. The Nasdaq opened +1% higher then fell -3% between 9:30 AM and 9:57 AM ET. What does it all mean? Let us explain. (a thread) ...

Jun 25, 2026
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11
๐Ÿ’ฐ Finance & Crypto๐Ÿ”ฌ Science & Research๐Ÿ“ฐ News & Politics

What just happened? The S&P 500 just erased nearly -$2 TRILLION of market cap just hours after 3rd strongest US jobs report in 18 months. Meanwhile, Bitcoin is officially down over -50% from its record high in October 2025. What's happening? Let us explain. (a thread)...

Jun 06, 2026
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21

Bond markets are flashing red. Today, the US 30Y Note Yield officially hit its highest level since July 2007, at 5.19%. This will soon become Americansโ€™ biggest problem, yet the vast majority do not even know it is happening. What is happening? Let us explain. (a thread) ...

May 20, 2026
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26

What is happening in crypto? Since October 10th, crypto markets are now down -50%, erasing $2.2 TRILLION worth of market cap. Bitcoin has officially erased ALL of its post-election rally, now down -10% since Trump's election. Why is it crashing? Let us explain. (a thread) ...

Feb 06, 2026
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52

The Venezuela plot thickens: While Venezuela holds 303 BILLION barrels of oil reserves, much of this is HEAVY crude oil. Texas and Louisiana also *happen* to have 6 of the LARGEST HEAVY crude oil refineries in the world. What does this mean? Let us explain. (a thread) ...

Jan 04, 2026
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This is absolutely insane: Venezuela currently has 303 billion barrels of crude oil reserves, which Trump says the US now controls. Oil prices are trading at ~$57/barrel, making Venezuela's total reserves worth $17.3 TRILLION. Even if the US sells this oil for HALF of the market rate, that's stil...

Jan 04, 2026
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The last 12 hours have been absolutely insane: 1. 10:30 PM ET: Chinese officials arrive in Venezuela to meet with President Maduro 2. 1:15 AM ET: Unexpected airstrikes in Venezuela begin 3. 2:40 AM ET: President Trump confirms he has ordered strikes 4. 4:20 AM ET: President Trump says the US has...

Jan 03, 2026
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23

BREAKING: China will be imposing export restrictions on silver beginning in 5 days, on January 1st. These restrictions will require special government licenses for silver exports. Shanghai silver prices are now up to $85/oz, a ~$5 premium to spot prices in the US. <a target="_blank" href="https:/...

Dec 27, 2025
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China is dominating the worldwide race for power: China now has a record 3.75 terawatts of power generation capacity. That capacity has doubled over the last 8 years. This is nearly 3 TIMES more than the US, which has ~1.30 terawatts of capacity. Furthermore, China has 34 nuclear reactors un...

Dec 21, 2025