According to The Kobeissi Letter, their premium members have been successfully buying the dips in the S&P 500 for over 12 months. Most recently, they initiated long positions at 5990 and projected a target of 6100+, indicating a highly profitable trading opportunity. The Kobeissi Letter suggests that this market remains lucrative for traders.

According to The Kobeissi Letter, Berkshire Hathaway's holdings in US Treasury Bills now exceed the US Federal Reserve's holdings by $91.2 billion, making their T-bill balance approximately 47% higher than that of the Fed. This significant position in T-bills indicates a strategic allocation by Berkshire Hathaway amidst current market conditions.

According to The Kobeissi Letter, institutional investors are reducing their stock exposure as the funding spread has decreased by approximately 50 basis points over recent weeks, reaching its lowest point since August 2024. This decline reflects a reduced demand for long stock exposure via futures, options, and swaps, indicating a possible shift in institutional trading strategies. Source: The Kobeissi Letter.

According to The Kobeissi Letter, there are currently nine times more new homes for sale than the average number sold per month, marking the highest level since 2022. This indicates it would take nine months to clear the current inventory at the existing sales pace, as reported by Reventure.

According to The Kobeissi Letter, gold prices have surged by 50% over the past 14 months, reaching new all-time highs. The market capitalization of gold has hit $20 trillion for the first time in history. This significant increase in value is driven by investors' continued interest in gold as a safe-haven asset. The rise in gold prices suggests a strong bullish trend that traders may find appealing for portfolio diversification (source: The Kobeissi Letter).

According to @KobeissiLetter, the Bank of America's fund manager survey indicates that 58% of fund managers believe gold will perform best during a trade war. Despite expectations of a stronger US Dollar in such scenarios, the demand for gold is rising as trade war worries intensify.

According to The Kobeissi Letter, China's gold reserves have reached a record $73.5 billion, while India's reserves have risen to $70.9 billion, marking an all-time high for both countries. This surge in reserves is part of a broader trend, with global gold demand increasing by 24% year-over-year in 2024, reaching a new peak of $382 billion. These developments indicate a robust demand for gold in Asian markets, which could influence trading strategies by highlighting the potential for increased gold prices and investor interest in the commodity.

According to The Kobeissi Letter, gold prices have achieved five consecutive weekly gains, marking the longest streak since 2020. During this period, prices have increased by 11%, building on a significant 27% gain in 2024, which was the third-best performance since 1980. This trend coincides with ongoing strong physical gold demand, which is crucial for traders to monitor.

According to The Kobeissi Letter, the focus should remain on reducing the $1.8 trillion annual deficit regardless of whether a proposed $5,000 refund passes. Eliminating the deficit is seen as crucial for solving a multitude of financial issues. The Kobeissi Letter emphasizes the significance of this goal for traders and investors, suggesting that financial stability could lead to more predictable market conditions. Source: The Kobeissi Letter on Twitter.

According to The Kobeissi Letter, while the refund is not contributing to deficit spending, it does not assist in reducing the US deficit either. The $400 billion, equivalent to approximately 22% of the FY2024 US deficit, could have been allocated for debt reduction, which is crucial for improving the country's fiscal health and indirectly impacting inflation control through stronger fiscal discipline.

According to The Kobeissi Letter, the U.S. distributed nearly $4 trillion in pandemic stimulus, which was objectively inflationary. The Kobeissi Letter suggests that while the DOGE Dividend is somewhat different, it may still induce a modest inflationary effect. This insight is crucial for traders considering the potential implications on cryptocurrency markets and the broader economic landscape.

According to The Kobeissi Letter, their premium members have been strategically buying dips in the S&P 500 for over a year, with recent long positions at 5990 yielding a 140-point gain as the index targets 6100+. This trading decision has proven profitable, as cited in their latest update.

According to The Kobeissi Letter, their premium members have been successfully buying the dips in the S&P 500 index for over a year. Recently, they took long positions at 5990 and projected a target above 6100. As a result, subscribers are currently up 140 points on these positions (source: The Kobeissi Letter, Twitter, February 18, 2025).

According to The Kobeissi Letter, the Washington, DC economy is experiencing disruptions attributed to DOGE, with falling home prices and rising unemployment rates. The tweet highlights the regular updating of housing market data monthly and the release of new jobless claims data every Thursday, suggesting the potential for regular updates to provide insights into the economic impact of cryptocurrency fluctuations.

According to The Kobeissi Letter, the average US home is now selling for 1.8% less than its asking price, marking the largest discount in two years. This trend suggests a softening in the housing market, which could influence real estate investment strategies. Furthermore, the average selling time has extended to approximately 56 days, the longest in five years, indicating a cooling market that traders and investors should monitor for potential shifts in pricing dynamics.

According to @KobeissiLetter, Washington DC has experienced a dramatic increase in unemployment filings, surging by 36% in one week to three times the 2024 average. Over the past six weeks, filings have risen by 55%, surpassing 2008 levels. This significant rise in unemployment filings could indicate potential economic instability, affecting consumer spending and business investments in the region.

According to @KobeissiLetter, the $LIBRA memecoin launch has resulted in one of the fastest capital destructions in retail history, with significant trader losses exceeding $5 million. Since its launch, $LIBRA has only recorded four hourly green candlesticks, indicating a rapid decline in value and trading sentiment.

According to The Kobeissi Letter, recent memecoin launches have been identified as potential scams that 'rug pull' retail investors, and early warning signs of such scams are becoming easier to detect. They recommend investors turn on notifications for their updates to stay informed and ahead of these risks.

According to @KobeissiLetter, mainstream memecoin launches have a history of rugging retail investors, and identifying these scams has become easier. Traders are advised to stay informed by enabling post notifications from @KobeissiLetter to avoid potential losses.

According to @KobeissiLetter, the memecoin market has experienced a severe liquidity crisis, with more than $6 billion in market cap disappearing within a span of three hours. This rapid decline in liquidity may indicate a critical turning point for traders focusing on memecoins, suggesting a need for caution and reassessment of trading strategies in this volatile sector.