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@KobeissiLetter

The Kobeissi Letter

@KobeissiLetter
Official X account for The Kobeissi Letter, an industry leading commentary on the global capital markets. Email us: [email protected]
United States
thekobeissiletter.com/subscribe
Joined June 2015
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  • Pinned
    @KobeissiLetter
    The Kobeissi Letter
    @KobeissiLetter
    Jan 10
    ANNOUNCEMENT: We are excited to present The Kobeissi Letter’s 2025 performance report. Our analysis provided a net return of +30.7% in 2025, outperforming the S&P 500's 2025 return of +16.4%. Since 2020, our investment strategy has now returned +516.3%, significantly
    537
  • @KobeissiLetter
    The Kobeissi Letter
    @KobeissiLetter
    2m
    BREAKING: Brent crude oil prices surge above $92/barrel after two oil tankers are struck in the Strait of Hormuz. Markets are pricing-in another wave of inflation.
    10
  • @KobeissiLetter
    The Kobeissi Letter
    @KobeissiLetter
    8h
    BREAKING: The White House publishes the details of the US-Venezuela oil deal and announces that Venezuela has granted North American Blue Energy Partners 100-year concessions for 17 oil fields. Details include: 1. The 17 fields contain ~65 billion barrels of proven oil
    355
  • @KobeissiLetter
    The Kobeissi Letter
    @KobeissiLetter
    8h
    BREAKING: US Total Factor Productivity (TFP) rose +1.10% in the 12 months ending Q2 2026, the lowest growth rate since Q2 2025. TFP is a key measure of underlying economic productivity, capturing how efficiently labor and capital are used to produce goods and services. This
    45
  • @KobeissiLetter
    The Kobeissi Letter
    @KobeissiLetter
    11h
    US stocks have never been this disconnected from each other: The median 63-day correlation between individual S&P 500 stocks and the index itself is down to +0.10, the lowest on record. This measures how closely individual stocks move with the broader index, with a reading this
    65