THE TRUTH ABOUT: Kobeissi person | History Defined

Americans Are Pulling Back on Spending as US Retail Sales Fell 0.6% in July: Amazon, Non-Store Retailers Hit Hardest

Market commentator The Kobeissi Letter said U.S. consumers are becoming more cautious with their spending after July retail sales fell more than expected.

Benzinga · Aug 17

US Would Be In 'Recession' Without AI, As Spending Goes 'Through The Roof,' Comprising 45% Of S&P 500 CapEx

The United States economy is now dependent on a historic surge in artificial intelligence (AI) investment to stay afloat, according to recent market analysis. New data reveals that without the massive capital infusion into AI infrastructure, the U.S. would currently be in an economic recession.

Benzinga · Nov 28, 2025

Nvidia Stock Dips In November, But Gene Munster Says Potential H200 Approval In China Could Supercharge Growth

Despite a sharp pullback in Nvidia Corp‘s (NASDAQ:NVDA) shares this month, a potential policy reversal on U.S. chip exports to China could dramatically boost the company's outlook, according to Deepwater Asset Management's Gene Munster.

Benzinga · Nov 22, 2025

'We Have A Reckless Federal Reserve,' Says Gordon Johnson As Ken Griffin Warns Of Persistent Inflation, Historic Dollar Drop

Financial analyst Gordon Johnson issued a stark warning on X, accusing the Federal Reserve of “grossly negligent” behavior in failing to curb inflation. He said rising costs are pushing Americans to the brink, stating that people “can no longer afford life” — a situation he warns could lead to social…

Benzinga · Oct 7, 2025

The US Government 'Needs Lower Rates More Than Anyone' As Federal Interest Payments Touch $1.2 Trillion, Says Popular Commentator

On Sunday, in a post on X, The Kobeissi Letter highlighted the mounting pressure of interest payments for the U.S. government, saying that the Federal Reserve may have to slash interest rates substantially to prevent debt servicing from spiraling out of control.

Benzinga · Aug 25, 2025

Mortgage Rates Hit 10-Month Low, Giving Trump More Ammo To Push Fed For Aggressive Cuts

Mortgage rates have fallen to their lowest level in 10 months, a development that provides fresh ammunition to President Donald Trump to intensify calls for more aggressive interest rate cuts from the Federal Reserve.

Benzinga · Aug 15, 2025

S&P 500 Is 'More Concentrated Than Ever:' Here's What $100K In Its Top 10 Stocks Since 2021 Would Be Worth Today

The SP 500 has reached an unprecedented level of concentration, with the top 10 stocks driving 54% of its market cap gains since January 2021, according to the Kobeissi Letter.

Benzinga · Jul 29, 2025

America's 'Buy Now Pay Later' Spend Set To Climb Nearly $117 Billion In 2025 As Fed Warns 1-In-4 Borrowers Miss Payments

Annual ‘buy now, pay later’ aka BNPL spending in the U.S. is projected to hit a record $116.7 billion in 2025, according to eMarketer data highlighted in a post by market newsletter The Kobeissi Letter, highlighting how installment loans have become a mainstream way to finance everyday purchases.

Benzinga · Jul 28, 2025

Japan Accepting Trump Trade Deal A Sign Of Desperation? Market Commentator Says Bitcoin And Gold Have Known This For A 'Long Time'

Japan's agreement to the terms of the U.S. trade deal signals a deeper economic crisis, with Bitcoin (CRYPTO: BTC) emerging as a potential beneficiary of the chaos, The Kobeissi Letter said on Wednesday.

Benzinga · Jul 24, 2025

Oil Was Supposed To Soar On Iran Strikes—It Just Crashed Instead

Oil markets defied all expectations Monday, crashing more than 7% to $68 a barrel even as Iran launched a barrage of missiles at U.S. military installations in Qatar in retaliation for American strikes on Iranian nuclear facilities over the weekend.

Benzinga · Jun 23, 2025