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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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The loudest, least-skilled financial influencers are most followed
A paper from the Swiss Finance Institute‘s working paper series tracked data from more than 29,000 finfluencers on financial social media site StockTwits and came to some predictable conclusions. Those with the least skill tend to be the most followed. … Continue reading
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Contracting credit leads economy and equities lower
Eyes on the recessionary bear prize. Valuable investment opportunities are in the making. Peter Boockvar, Bleakley Financial Group CIO, joins ‘Squawk Box’ to discuss the results from the Fed’s quarterly Senior Loan Officer Opinion Survey, and why a recession is … Continue reading
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It pays to be big-picture aware and disciplined
Three-quarters of NASDAQ companies have reported Q1 2023 earnings thus far, and the aggregate year-over-year EPS decline is 10.2%. After rebounding 17% year to date, the NASDAQ remains -23.4% from its peak in November 2021, and the average individual brokerage … Continue reading
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