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The Kobeissi Letter @KobeissiLetterBREAKING: US-listed ETFs have attracted +$1.2 trillion in inflows year-to-date, the largest amount at this point of the year on record.
This figure is already double the inflows recorded over the same period in 2025.
This has also surpassed every full-year total in history_________________________
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Daily Archives: July 24, 2025
Klarman on Finding Value and Maintaining Discipline
A world focused on selling us investment products and ideas spends little time defining sell or aversion rules. If someone tells you what they own or would buy, ask them when they would sell it. Most haven’t thought that far; … Continue reading
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