Here is my latest interview, recorded 3/18/26 with @theandymillette.Lots of discussion about geopolitics,Iran,oil,the metals,the stock market,a potential top later this year & the global bust. youtube.com/watch?v=_y2qE6…
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@TheMaineWonk If you notice he is glancing over towards Putin frequently as he’s walking. He was trying to time his walk so that they meet at the center at approximately the same time. This is an old technique to time things like this just right Trump was buying a few extra seconds. On purpose
@KobeissiLetter Kobeissi is getting political. Your posts were so much more interesting when you were not promoting your business or when you’re not promoting one political philosophy. So sad.
Incredible:
Tariffs are struck down by the Court of International Trade and the 10Y Note Yield instantly rises above 4.50%.
Tariffs, no tariffs, trade deals, no trade deals; it doesn’t matter.
Yields keep rising.
Here's my latest interview,recorded 5/15/25,with Rosanna Prestia @RosannaInvests.It is a 2 part interview.The 2nd part will be released early next week.We discussed the melt-up,the bust & bear to follow,the inflationary recovery cycle,bonds,metals, oil & much more. youtube.com/watch?v=wVckwE…
@RosannaInvests@GBorealo@DaveHcontrarian@JOBR85@TheROShowPod Even if you would say “to be continued next week or on a certain date”. I think you will find people marking their calendar and going out of their way to come back to listen. Have a good weekend.
@RosannaInvests@GBorealo@DaveHcontrarian@JOBR85@TheROShowPod Ro, I was providing constructive criticism. I’m sorry that you took offense to it. If you’re in the public eye, you have to be able to take suggestions when they may be helpful. I did it for 23 years on TV. Did not mean to offend. I apologize if it did.
Is the MARKET MELT-UP Starting Now?
@DaveHcontrarian updates us on his macro and market forecasts!
Watch now @TheROShowPod 🎬
Big Changes Coming for Investors in 2025 | David Hunter
youtu.be/wVckwEJfXxo
@RosannaInvests@JOBR85@DaveHcontrarian@TheROShowPod Thank you, David. I highly respect your work over the years as I’ve mentioned in messages to you. I did post a message about bonds. Hope you get a chance to see it. Thank you for your work. You should hear that more often.
@RosannaInvests@JOBR85@DaveHcontrarian@TheROShowPod Ro, very disappointing to listen only to hear you say “to be continued“. We’ll just have to wait for David‘s next interview on another platform. You should have lead off the interview that this would be a two-part interview. You should have been transparent.
@DaveHcontrarian@JOBR85@RosannaInvests@TheROShowPod Hey David. Hope you are well. If I may, if you are turning bullish on bonds, are you suggesting that will be a safe haven leading up to and during the bust?
@CNBC Somebody at the network needs to tell Carl Q to keep politics out of his reporting. He should not be on the desk. His bias shows through so clearly more than anyone else.
@DaveHcontrarian@CDANDPARIS@outlieroptions David, my brother, please don’t feel like you need to reply, to posts like this. Anyone that’s been following you for the past couple of years understands your great intentions and good advice. Keep up the great work!
For those have not seen it yet,here is my latest interview with Erik Smolinski @outlieroptions recorded 4/17/25.We discussed the tariffs,the overall Trump agenda,the rate outlook,the likely recession & bust,the final run to S&P 8000,the metals & oil. youtube.com/watch?v=6Sp4eF…
Where are the trade deals?
The S&P 500 has now erased -$2.5 TRILLION since the April 9th high after the 90-day tariff "pause."
While markets await trade deals, Japan just said they "won't just keep conceding" in US tariff talks.
Here's what's happening.
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@KobeissiLetter Love reading your posts on Twitter. But if you want to go private with a premium service, then do so. But your posts have become nothing more than a big commercial.
Our premium members shorted this TWICE over the last 2 weeks, cashing in +15%.
Natural gas continues to be one of the most technical commodities in the market.
Get ahead of the technicals and you win.
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Energy prices are falling:
Since January 20th, both crude oil and natural gas prices have fallen in a straight-line, now down 10%+ from their highs.
President Trump's solution to inflation has been largely focused around LOWER energy prices.
Will it work?
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@KobeissiLetter Have always enjoyed reading your reports. But your posts are now nothing more than commercials for the premium service. I’m sorry to see you hype it so much. Three times in one post is too many times. Hopefully that’s constructive criticism.
Lastly, it's important that the stock market is not always equal to the economy.
Consumers now have a 5-year inflation expectation of 3.3%.
Even as inflation worries have grown, stocks are rising.
Follow us @KobeissiLetter for real time analysis as this develops.
Market sentiment is insanely powerful:
The S&P 500 is set for its best week since November 2024, days after nearing correction territory.
Since the low 4 DAYS ago, the S&P 500 has added ~$1.9 TRILLION of market cap.
Trading sentiment swings is HIGHLY profitable.
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In reality, today's market reaction had NOTHING to do with the rate decision.
Rather, it would about the Fed's outlook for 2025 which shifted SHARPLY in the hawkish direction.
As seen below, the Fed revised their 2025 outlook from 3 rate cuts to 2 rate cuts, a total of 50 bps.
What just happened?
The Fed cut interest rates by 25 basis points which is exactly what 97% of market participants wanted.
But, the S&P 500 just posted its largest post-Fed drop since March 2020, erasing $1.8 TRILLION of market cap.
Why? Let us explain.
(a thread)
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