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BIZARRE: The kobeissi letter - What They Never Told You

Can Fed Chair Kevin Warsh Ease the Squeeze? Small-Cap Debt Costs Hit 6-Year High

U.S. small-cap companies are carrying their heaviest interest burden in at least six years as investors assess the outlook for interest rates under Federal Reserve Chair Kevin Warsh.

Tech Is Winning Wall Street's Cash: Tech Funds Draw $14.3 Billion in Second-Biggest Weekly Inflow on Record

Tech Is Winning Wall Street's Cash: Tech Funds Draw $14.3 Billion in Second-Biggest Weekly Inflow on Record

U.S. technology funds attracted $14.3 billion in the week ended July 1, marking the second-largest weekly inflow on record, even as broader U.S. equity funds posted their biggest weekly withdrawals since March, according to Bank of America Global Research data shared by The Kobeissi Letter.

AI Memory Boom Backfires on Apple: Stock Drops Nearly 5% After Mac and iPad Price Hikes

AI Memory Boom Backfires on Apple: Stock Drops Nearly 5% After Mac and iPad Price Hikes

Apple raised prices on Macs and iPads as memory costs surge, sending shares lower and raising concerns over AI-driven supply pressures.

International Business Times UK

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BTC Price Crashes to Lowest Level Since Late 2024. Why Is It Dumping?

Bitcoin has fallen sharply to around $58,100–$59,000 on Thursday, hitting its lowest level since late 2024 and marking nearly 20 months since it last traded at these levels.

International Business Times UK

US Unemployment: Hidden Crisis Deepens as 6.2m Workers Sidelined in Shadows

A hidden crisis reveals that 6.2 million Americans have been sidelined from the workforce, raising concerns about the true health of the labour market despite positive financial market trends.

International Business Times UK

Jim Cramer Notes 'Horrible' Bitcoin Start To December As BTC Falls By $4,000 In Minutes

Bitcoin (CRYPTO: BTC) is down almost 6% in the past 24 hours after a sudden wave of long-position liquidations erased nearly $4,000 from price in a matter of minutes.

Americans Are Being Denied Credit At Record Rates As Lenders Tweak Rules And Trump's 50-Year Mortgage Plan Enters Spotlight

Credit is tightening across the U.S., and a new post from market commentator The Kobeissi Letter on X has drawn attention to a notable spike in rejection rates reported by the New York Federal Reserve.

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

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.

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

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.

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

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.

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

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.

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