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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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Now playing: 6th major housing downturn since 1960s
The median new US home in April sold for $420,800 -15% lower than the peak last October. Less spending is evident in home improvement spending too. Yesterday, Lowe’s joined Home Depot in announcing a year-over-year decline in same-store sales (the … Continue reading
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Largest property owners strategically defaulting on mortgages
Some property owners are defaulting on mortgages because they lack the cash flow to make payments; others are defaulting to cut investment losses and hand properties over to lenders. See, Top property owners are credit-worthy–they might default anyway: “The thinking … Continue reading
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Understanding gut health and disease
The Rich Roll Podcast is typically excellent; this conversation is a must-listen. Renowned epidemiologist and gut health expert Tim Spector, MD joins Rich to talk about recent breakthroughs in microbiome science, the importance of plant diversity in your diet, and … Continue reading
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