According to @KobeissiLetter, silver has surged to a new record high of $55 per ounce, up about 90% year-to-date in 2025, indicating a strong breakout in precious metals markets; source: @KobeissiLetter on X, Nov 28, 2025. The author adds that deficit spending is soaring while the Federal Reserve is cutting rates with inflation running near 3%, underscoring a policy-easing and inflationary backdrop; source: @KobeissiLetter on X, Nov 28, 2025. The post frames this environment as a call to own assets, signaling a bullish macro stance toward hard assets for traders; source: @KobeissiLetter on X, Nov 28, 2025.

According to @charliebilello, halting money printing, ending deficit spending, stopping interest rate cuts, and removing artificial demand subsidies would bring prices down and immediately improve affordability, source: @charliebilello on X Nov 23 2025. According to @charliebilello, this stance favors policy tightening over stimulus as the path to lower prices and improved affordability, source: @charliebilello on X Nov 23 2025. According to @charliebilello, no specific assets or cryptocurrencies were mentioned and the post reflects the author’s policy view rather than an official policy announcement, source: @charliebilello on X Nov 23 2025.

According to @charliebilello, halting money printing, ending deficit spending, and removing demand subsidies would bring prices down and immediately improve affordability. Source: Charlie Bilello on X, Nov 23, 2025. The author frames these three levers as the direct policy path to disinflation, making them the catalysts to watch for pricing shifts in inflation-sensitive markets once implemented. Source: Charlie Bilello on X, Nov 23, 2025. For trading strategy, the actionable takeaway is to track official moves on money supply growth, fiscal deficits, and demand subsidies highlighted by the author as determinants of near-term price levels. Source: Charlie Bilello on X, Nov 23, 2025.

According to @KobeissiLetter, gold is pushing toward $4,100 per ounce amid progress on the US government's funding deal. According to @KobeissiLetter, the move places gold about 7% below record highs, setting up a potential breakout watch for traders. According to @KobeissiLetter, rising US deficit spending expectations are the cited catalyst supporting safe-haven demand in gold.

According to @KobeissiLetter, gold and Bitcoin (BTC) are rallying as sustained tariffs, elevated fiscal deficits, and rising rate-cut expectations align to create a bullish macro setup for hard assets (source: @KobeissiLetter). According to @KobeissiLetter, this combination represents the best fundamental backdrop for both gold and Bitcoin in over 12 months, supporting continued upside momentum in these markets (source: @KobeissiLetter).

According to The Kobeissi Letter, the US political system's short-term deficit spending and tax cuts are driven by re-election incentives, while long-term fiscal sustainability is neglected (source: The Kobeissi Letter, June 4, 2025). This misalignment raises concerns about increased government debt levels, which historically contribute to higher inflation expectations and currency volatility. For crypto traders, these fiscal trends often lead to increased demand for Bitcoin and other digital assets as inflation hedges, impacting price momentum and trading volumes.

According to The Kobeissi Letter, the US 10-year Treasury note yield surged above 4.60% last week, with bond auction demand weakening and interest rate cuts being delayed. The new tax bill is expected to increase the US deficit by over $3.8 trillion in the next ten years (source: The Kobeissi Letter, May 25, 2025). These developments signal higher borrowing costs and persistent inflationary risks, which historically drive increased interest in cryptocurrencies like Bitcoin as alternative stores of value. Crypto traders should monitor yield movements and fiscal trends, as rising deficits and delayed rate cuts tend to boost digital asset demand when fiat currency stability appears threatened.

According to The Kobeissi Letter, gold prices have reached 50 all-time highs in the past 12 months, marking the best streak in 12 years. This surge is attributed to inflation rebound and deficit spending, driving safe haven investors towards gold. This trend forms the third-longest streak since the late 1970s, highlighting a significant trading opportunity for gold investors.

According to The Kobeissi Letter, interest rates have decreased by 60 basis points over six weeks as DOGE-related spending cuts have intensified. Despite a rebound in inflation, these rate reductions are occurring due to expectations of decreased deficit spending. DOGE's influence is notably shifting economic dynamics in the US, with the market anticipating further developments.

According to The Kobeissi Letter, the usual inverse relationship among US bonds, gold, and the US Dollar has diverged significantly since late July. Gold prices have surged approximately 24%, while the US Dollar has increased by about 2% and the 10-year note yield has risen around 8%. This change is attributed to market adjustments for ongoing deficit spending and anticipated inflation.

According to The Kobeissi Letter, the traditional relationship between US bonds, gold, and the US Dollar has diverged significantly since late July. Gold prices have surged by approximately 24%, whereas the US Dollar has increased by around 2%, and the 10-year note yield has climbed by 8%. This shift is attributed to markets anticipating prolonged deficit spending and inflation, impacting trading strategies in these assets.

According to @KobeissiLetter, DOGE is reportedly saving the US Government $1 billion per day, which could potentially reduce US deficit spending by 20% in the first year. This cost-saving measure aligns with DOGE's goal of workforce reduction, which may lead to more layoffs. Traders should consider the impact of such savings on DOGE's market value and US economic policies.

According to The Kobeissi Letter, moving all US spending to the blockchain could reduce fraud in the US Treasury's budget from approximately 24% to 0% overnight. This transition is highlighted as potentially saving around $69 billion annually if even 1% of US spending is wasted each year. Furthermore, cutting fraud by 5% could save an estimated $338 billion, which equates to approximately 19% of annual deficit spending. This analysis suggests that blockchain could be a pivotal tool in reducing wasteful expenditures in government budgets.

According to The Kobeissi Letter, the Federal Reserve's Reverse Repo Facility (RRP) has decreased by approximately $2.5 trillion from its peak in December 2022. This decline is attributed to the U.S. borrowing substantial amounts of debt for deficit spending, leading to the RRP reaching a 1,386-day low. For traders, this indicates a significant shift in liquidity dynamics and could impact interest rates and borrowing costs. Monitoring the RRP levels is crucial for assessing market liquidity conditions and potential impacts on short-term interest rates.

According to The Kobeissi Letter, Treasury Inflation Protected Securities (TIPS) have been rangebound since 2022, with inflation swings and deficit spending being major concerns for investors. These factors indicate a real debt crisis, impacting trading strategies.

According to The Kobeissi Letter, Treasury Inflation-Protected Securities (TIPS) have been fairly rangebound since 2022, with inflation fluctuations and deficit spending being major concerns affecting their trading dynamics. The ongoing debt crisis adds further uncertainty to the market. Traders should monitor these factors closely.

According to The Kobeissi Letter, gold prices have surged due to uncertainty and deficit spending, with a recent bullish alert predicting a rise to $2850. Members reportedly benefited from a $210 rally in gold prices. Source: The Kobeissi Letter.

According to The Kobeissi Letter, the surge in gold prices is attributed to uncertainty and deficit spending. They issued a bullish alert on December 20, predicting gold to hit $2850, and members have realized a $210 rally since then.