The Kobeissi Letter
@KobeissiLetter
Followers
503,780
Following
511
Media
3,320
Statuses
15,254
Official X account for The Kobeissi Letter, an industry leading commentary on the global capital markets. Email us: support @thekobeissiletter .com
United States
Joined June 2015
Don't wanna be here?
Send us removal request.
Explore trending content on Musk Viewer
Davido
• 301638 Tweets
Baba
• 107534 Tweets
Valencia
• 75395 Tweets
Madonna
• 51493 Tweets
Francis
• 47639 Tweets
Lewandowski
• 45363 Tweets
Araujo
• 43648 Tweets
Idolo
• 43428 Tweets
Rock in Rio
• 41655 Tweets
Peruzzi
• 40847 Tweets
Seinfeld
• 36985 Tweets
$BRETT
• 35980 Tweets
Burna
• 33717 Tweets
Farouk
• 29638 Tweets
Fermín
• 27635 Tweets
Nancy Pelosi
• 23977 Tweets
#KızılGoncalar
• 23309 Tweets
Katy Tur
• 19839 Tweets
オリンピック出場
• 18645 Tweets
Ter Stegen
• 18236 Tweets
JAMB
• 15427 Tweets
Girona
• 12994 Tweets
Wizzy
• 10641 Tweets
Gbedu
• 10174 Tweets
Popsy
• 10165 Tweets
Pinned Tweet
ANNOUNCEMENT:
We are excited to present The Kobeissi Letter’s 2023 performance report.
Our setups have returned +336.3% since 2020, significantly outperforming the S&P 500’s +47.6% return over the same period.
The net return on our calls for 2023 was +15.5%, adding to a…
110
149
1K
The Kobeissi Letter Retweeted
"We have been cautiously bullish for the last 8 months," says
@KobeissiLetter
's
@TKL_Adam
. "Sentiment is just so euphoric right now and so strong that it's tough to even fight it." $SPX
2
6
15
Tune in LIVE on CNBC in 5 minutes!
Looking forward to joining Brian Sullivan,
@SullyCNBC
, at 7:00 PM ET on CNBC.
Discussing markets ahead of the long anticipated May Fed meeting.
Also talking about tech stocks and the recent volatility which has created some great trade opportunities.
Tune in LIVE!
5
2
25
6
2
31
The Kobeissi Letter Retweeted
Looking forward to joining Brian Sullivan,
@SullyCNBC
, at 7:00 PM ET on CNBC.
Discussing markets ahead of the long anticipated May Fed meeting.
Also talking about tech stocks and the recent volatility which has created some great trade opportunities.
Tune in LIVE!
5
2
25
Global crypto funds just recorded 3 consecutive weeks of outflows for the first time ever.
Over the last 3weeks, total crypto fund outflows were $767 million.
Last week alone, ~$435 million of crypto assets were removed from these funds, the most since late March.
The majority…
50
112
585
So far, 77% of S&P 500 companies that have reported earnings have beaten expectations.
This is in-line with the 5-year average of 77% and above the 10-year average of 74%.
Interestingly, consumer discretionary stocks are leading positive EPS surprises, beating earnings by 15%…
35
74
433
Stock concentration is truly historic:
The top 10 companies now reflect a record 34% of the S&P 500 market cap, the most in over three decades.
This is even higher than just before the pandemic in March 2020 when the share was around 31%.
It also exceeds the 2000 Dot-Com…
41
157
877