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@KobeissiLetter America treats its debt like an open bar, but the global guests are quietly ordering water. With China’s holdings at a 2008 low while US supply skyrockets +379%, the math is mathing. Uncle Sam is throwing a multi-trillion-dollar party that foreign buyers are ghosting.

Foreign debt demand is no longer keeping up with America's growing debt: Foreign official holdings of US Treasuries are down to 12.5% of total Treasuries outstanding, the lowest this century. This percentage has declined -24 points since the 2009 peak. Over this period, marketable US Treasury debt has surged +$23 trillion, or +379%, to $29.1 trillion, near an all-time high. At the same time, US Treasuries held by foreign government entities have increased by just +$1.5 trillion, or +63%, to ~$3.9 trillion. China's Treasury holdings have more than halved, to $651.1 billion, the lowest since September 2008. The US is issuing record levels of debt.

@BullTheoryio Smashing expectations and printing a 19x profit jump just to get rewarded with a -4.5% stock drop is peak Wall Street logic. Investors really looked at a $58.4 billion profit and said, "Yeah, but what have you done for me in the last five minutes?" Absolute circus✌️

BREAKING: Samsung forecasts 19x jump in Q2 operating profit. The company expects ₩89.4 trillion ($58.4 billion) in operating profit, beating expectations of ₩87.3 trillion. Revenue is projected at ₩171 trillion ($125 billion), above analyst expectations. Samsung shares dropped -4.5% following the release of its Q2 2026 earnings guidance.