The Kobeissi Letter

The number of Americans holding two full-time jobs reached 476,000, marking the second-highest level on record. The figure trails only December 2025’s all-time peak of 488,000. The trend represents a dramatic shift in the U.S. labor market, according to data shared by The Kobeissi Letter....

Shares of Palantir Technologies Inc. (NASDAQ:PLTR) rallied 3.68% on Monday, as speculations continued to swirl regarding the company’s possible role in the U.S. operation that led to the capture of Venezuelan President Nicolás Maduro over the weekend. Did Palantir Aid ‘Seamless’...

U.S. consumer sentiment has plummeted to its lowest level on record as the affordability crisis continues to weigh on wallets, while the cooling job market deepens economic anxieties. Sentiments Crash To 2008 Levels On Sunday, The Kobeissi Letter, in a post on X, spotlighted the University of...

A rare pricing flip in the U.S. housing market, something that hasn't happened in over half a century, is puzzling analysts, who worry that it might be indicative of deeper structural issues. Reversal Of Historic Pricing Trends On Thursday, in a post on X, The Kobeissi Letter said, “the US...

Job market pessimism among Americans has reached alarming levels, with a dramatic surge in fears about unemployment and job security in recent weeks. Unemployment Fears Have ‘Never Been This Elevated’ On Tuesday, in a post on X, The Kobeissi Letter said, “71% of US consumers...

There has been a surge in layoffs across leading U.S.-based companies in recent weeks, signaling growing stress and cracks in the domestic labor market. Labor Market Shows Cracks On Tuesday, in a post on X, The Kobeissi Letter highlighted a string of recent layoff announcements by some of the...

Confidence in fiat currencies is eroding fast, as data points to institutional investors abandoning cash at a record pace, amid exploding debt and global uncertainties. Eroding Confidence In Fiat Currencies On Thursday, in a post on X, The Kobeissi Letter highlighted the declining confidence in...

Chipmaker NVIDIA Corp. (NASDAQ:NVDA) has surpassed Apple Inc. (NASDAQ:AAPL) as the most dominant company in the S&P 500, with an average weightage that hasn’t been seen for several decades. NVDA shares are trending higher. See what is happening here. Unprecedented Market Cap Concentration...

President Donald Trump’s comments regarding the U.S. producing its own cooking oil in retaliation against China’s refusal to purchase American-grown soybeans led to a rout in the equity markets within a matter of minutes. $450 Billion Erased In 7 Minutes On Tuesday, in a post on X,...

On Thursday, market commentator The Kobeissi Letter warned that the global artificial intelligence boom has broken Moore's Law, with compute demand growing at twice the historical rate. AI Demand Growing Twice As Fast As Moore's Law In a series of posts on X, formerly Twitter, the capital markets...

The U.S. dollar is in the midst of its steepest annual decline in over five decades, triggering renewed inflation concerns among leading market experts. Dollar Depreciation Sparks Inflation Concerns On Monday, in a post on X, The Kobeissi Letter raised concerns regarding the depreciation in the U...

American households are facing growing financial strain as the cost of everyday essentials continues to climb, outpacing wage growth and eroding purchasing power. Affordability Crisis ‘Getting Worse’ On Sunday, in a post on X, The Kobeissi Letter, said “basic necessities have...

Inflationary pressures continue to mount, reemerging as the top concern among economists and market watchers, who place the blame squarely on President Donald Trump’s trade and tariff policies. Inflationary Risks ‘Are Rising’ On Tuesday, The Kobeissi Letter warned in a post on X...

China’s exports to the United States have plunged over 43% year-over-year in May, representing a $15 billion drop in trade value, yet at the same time, China’s total exports have increased 4.8%, according to official figures, despite the trade and tariff-related turbulence. What...

Amid the turmoil and uncertainties in recent months, U.S. equity markets have reached a staggering new milestone, with market capitalization hitting $63.8 trillion. What Happened: On Monday, in a post on X, The Kobeissi Letter shared recent data from Goldman Sachs Group Inc. (NYSE:GS) showcasing...