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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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New financial mantra: “Stay alive ’til ’25”
The sharpest monetary contraction in decades (US M2 below since 1960) has hit highly leveraged people and sectors like a meteorite from outer space. After twelve years of TINA reaching for yield and levered gambling, a new financial mantra is … Continue reading
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Danielle on This Week in Money
Danielle was a guest with Jim Goddard on This Week in Money. You can listen to an audio clip of the segment starting at 33:30 on the play bar here. The 8.2% year-over-year increase in US shelter costs was the … Continue reading
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Rosenberg: recession is part of the business cycle
David Rosenberg, founder and president of Rosenberg Research, joins BNN Bloomberg for his reaction to Canada’s latest rate hike decision. Rosenberg adds investors should be focusing on what the BoC will say 6 months from now as the jobs market … Continue reading
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