The Kobeissi Letter (@KobeissiLetter)

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...

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...

It's official: The US government has now entered day number 35, making it the LONGEST in history. Since the shutdown began on October 1st, the US government has borrowed $600 BILLION worth of debt. That's +$17 billion PER DAY. What's happening? Let us explain. ...

BREAKING: 67.6% of US consumers are now living paycheck to paycheck, according to a PYMNTS survey. Theis percentage has risen by +10 points over the last 18 months. This comes as nearly 30% of consumers lost their financial safety net before July 2020 and have struggled since. A similar percentag...

What just happened? At 10:57 AM ET, President Trump canceled his meeting with China and said "massive" tariff increases are coming. 40 minutes later, the S&P 500 erased -$1.2 TRILLION of market cap. Is this dip a BUYING opportunity? Let us explain. (a thread) ...

This is the definition of broken: In 15 days, the Fed will cut rates for the first time in 2025, yet the 30Y Treasury Yield is now near 5.00%. We have RISING interest rates as markets "price-in" Fed interest rate CUTS. Do you realize what's happening? (a thread) ...

The Fed drama worsens: President Trump just signed an Executive Order which "fired" Fed Governor Cook due to a "Criminal Referral." Never in the 111-year history of the Fed has a President fired a Fed Governor. This would COMPLETELY shift the Fed. Here's why: (a thread) ...

Are you paying attention? Bitcoin is now up +55% since its April 2025 low, hitting a RECORD $115,000. Meanwhile, the US Dollar just had its WORST start to a year since 1973, falling nearly -11% in 6 months. This is not a coincidence. Let us explain. (a thread) ...

It's official: President Trump is now calling for the first 300+ basis point interest rate cut in US history. This would be 3 TIMES larger than the 100 bps cut on March 15th, 2020, the largest in history. So, what happens if the Fed does this? Let us explain. (a thread) ...