Latest posts from @KobeissiLetter on X (Twitter)
Official X account for The Kobeissi Letter, an industry leading commentary on the global capital markets. Email us: support@thekobeissiletter.com
What they post about
The Kobeissi Letter provides in-depth commentary and analysis on the global capital markets, focusing on stock performance and economic indicators. Recent posts highlight significant movements in major stocks and futures, as well as the implications of geopolitical events on market dynamics. The account also discusses interest rate trends and their potential impact on the economy. Overall, it serves as a resource for investors seeking insights into market fluctuations and economic developments.
Recent posts
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Ken Griffin Calls AI a Likely Bubble
Citadel founder Ken Griffin says AI is “almost certainly” a bubble, citing companies' difficulty turning spending into productivity gains. He remains optimistic about the technology's long-term potential.
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New York Restaurant Count Sees Historic Decline
A post claims New York had roughly 2,000 fewer restaurants year over year in the first quarter of 2026, its steepest such decline in at least 36 years. It points to rising insurance, labor, utility and other operating costs as pressures on the industry.
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Leveraged Semiconductor Fund Draws Record-Pace Inflows
The post reports that SOXL has attracted $3.8 billion this week, putting it on pace for a record weekly inflow despite a 35% drop over seven trading sessions. It also reports inflows of $430 million into SMH and $574 million into SOXX.
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Trump Says Putin Agreed to US Diesel Delivery
The post reports that President Trump said Russian President Vladimir Putin agreed to deliver 3 million tons of diesel fuel to the United States. It provides no further details about the proposed delivery.
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Retail Investors Buy Treasury ETF Amid Losses
Retail investors bought a reported $170 million of the long-term Treasury ETF TLT over three days, including $61 million on Wednesday, as they sought to buy a decline. The post says the fund fell 1.9% this week and is down 8% for the year.
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