The KobeissiLetter
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BREAKING: Amazon announces they are laying off 16,000 corporate employees due to “rising competition over AI.”
BREAKING: Gold futures rise above $5,300oz for the first time in history, now up +21% this month.
BREAKING: Silver extends gains to +8% and rises back above $114oz.
Gold futures are now trading above a record $5,250oz.
Yesterday’s decline has now been entirely undone.
Gold futures are now trading above a record $5,250oz.
Yesterday’s decline has now been entirely undone.
BREAKING: SoftBank is in talks to invest an additional $30 billion in OpenAI.
SoftBank has already amassed an 11% stake in OpenAI, injecting $22.5 billion just last month.
The AI race is heating up.
SoftBank has already amassed an 11% stake in OpenAI, injecting $22.5 billion just last month.
The AI race is heating up.
The worldwide equity boom is gaining momentum:
~45% of global equity markets hit all-time highs over the last month when measured in local currencies, the highest since 2007.
In US Dollar terms, ~35% of markets reached records, also the strongest reading since the 2007 peak.
~45% of global equity markets hit all-time highs over the last month when measured in local currencies, the highest since 2007.
In US Dollar terms, ~35% of markets reached records, also the strongest reading since the 2007 peak.
US equity markets have never been more dominant:
US stocks have seen a record +$1.6 trillion in net inflows since 2020.
This is 4 TIMES higher than the +$400 billion that flowed into international stocks.
Over the last 2 years alone, US equity inflows have reached +$900
US stocks have seen a record +$1.6 trillion in net inflows since 2020.
This is 4 TIMES higher than the +$400 billion that flowed into international stocks.
Over the last 2 years alone, US equity inflows have reached +$900
BREAKING: Global gold ETFs posted a record +$88.6 billion in inflows in 2025, the strongest year on record.
North America led with +$50.7 billion in inflows, followed by Asia at, +$25.3 billion, and Europe at +$11.7 billion.
This marks only the 2nd year of positive inflows over
North America led with +$50.7 billion in inflows, followed by Asia at, +$25.3 billion, and Europe at +$11.7 billion.
This marks only the 2nd year of positive inflows over
PRESIDENT TRUMP:
“We have to use tariffs to achieve world peace.”
“We have to use tariffs to achieve world peace.”
BREAKING: Gold futures surge to a record $5,160oz, now up +18% this month.
Not even an intraday decline is able to hold.
Not even an intraday decline is able to hold.
PRESIDENT TRUMP:
“Make Iraq Great Again.”
“Make Iraq Great Again.”
US tech workers are automating themselves:
The technology sector now reflects ~2.3% of total US employment, the lowest since early 2021.
This percentage peaked around the ChatGPT launch in November 2022 and has fallen over the last 3 years.
Over this period, employment in
The technology sector now reflects ~2.3% of total US employment, the lowest since early 2021.
This percentage peaked around the ChatGPT launch in November 2022 and has fallen over the last 3 years.
Over this period, employment in
Silver ETF trading volume is exploding:
Trading volume in the largest silver-backed ETF, $SLV, hit a record $40 billion on Monday.
This marks the highest turnover among any other asset and is 15 TIMES its average daily volume.
This also TRIPLES the previous peak seen in 2011.
Trading volume in the largest silver-backed ETF, $SLV, hit a record $40 billion on Monday.
This marks the highest turnover among any other asset and is 15 TIMES its average daily volume.
This also TRIPLES the previous peak seen in 2011.
BREAKING: The price of power in New York City surges +31% amid the ongoing arctic blast.
The electricity provider, PJM, which serves 67 million people, issued a grid emergency and warned demand may exceed record levels.
The electricity provider, PJM, which serves 67 million people, issued a grid emergency and warned demand may exceed record levels.
BREAKING: UnitedHealth stock, $UNH, extends its decline to -20% on the day, erasing -$65 billion of market cap.
The stock is now on track for its worst day since April 17th, 2025.
The stock is now on track for its worst day since April 17th, 2025.
BREAKING: The US Dollar Index officially falls to its lowest level since 2022.
Own assets or be left behind.
Own assets or be left behind.
Japanese investors are a crucial part of US markets:
Japanese holdings of US bonds and stocks totaled $2.22 trillion at the end of 2024, according to Bank of Japan data.
This is followed by investments in the Cayman Islands, France, and the UK at $834 billion, $179 billion, and
Japanese holdings of US bonds and stocks totaled $2.22 trillion at the end of 2024, according to Bank of Japan data.
This is followed by investments in the Cayman Islands, France, and the UK at $834 billion, $179 billion, and
BREAKING: Details of the historic trade deal between India and the EU have emerged:
1. Eliminates tariffs on ~90% of goods trade between EU and India
2. Set to double EU goods exports to India by 2032
3. Tariffs on cars from EU to India cut from 110% to 10%
4. Tariffs on
1. Eliminates tariffs on ~90% of goods trade between EU and India
2. Set to double EU goods exports to India by 2032
3. Tariffs on cars from EU to India cut from 110% to 10%
4. Tariffs on
This is absolutely insane:
Silver just swung nearly $2 TRILLION of market cap in 14 hours.
Between 9:00 AM ET and 1:00 PM ET, silver added +$500 billion of market cap.
Then, between 1:00 PM ET and 4:30 PM ET, silver lost -$950 billion.
Then, between 4:30 PM ET and 10:30 PM
Silver just swung nearly $2 TRILLION of market cap in 14 hours.
Between 9:00 AM ET and 1:00 PM ET, silver added +$500 billion of market cap.
Then, between 1:00 PM ET and 4:30 PM ET, silver lost -$950 billion.
Then, between 4:30 PM ET and 10:30 PM
China continues to stockpile gold behind the scenes:
China acquired +10 tonnes of gold in November, ~11 times more than officially reported by the central bank, according to Goldman Sachs estimates.
Similarly, in September, estimated purchases reached +15 tonnes, or 10 times
China acquired +10 tonnes of gold in November, ~11 times more than officially reported by the central bank, according to Goldman Sachs estimates.
Similarly, in September, estimated purchases reached +15 tonnes, or 10 times
Europeans are piling into US stocks:
European investors now own a record $10.4 trillion in US stocks.
Ownership has surged +$4.9 trillion, or +91%, over the last 3 years.
Denmark, Finland, France, Germany, the Netherlands, Norway, Sweden, the UK, now hold ~$5.7 trillion in US
European investors now own a record $10.4 trillion in US stocks.
Ownership has surged +$4.9 trillion, or +91%, over the last 3 years.
Denmark, Finland, France, Germany, the Netherlands, Norway, Sweden, the UK, now hold ~$5.7 trillion in US
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