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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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Monthly Archives: February 2026
Data center demand doesn’t add up
Mind the hype, always… Utilities analysts are having a moment as the energy sector gets a boost from AI. With an extra 94 gigawatts forecast to be needed by 2030 to power all these data centers, energy investment has become … Continue reading
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