@TKL_Adam @KobeissiLetter But you’re missing one important point. He is unable to fix it. Because Iran is not going to capitulate. And this idiot is incapable of apologizing and walking away.
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Anyes Van Volkenburgh
1.8K posts
Anyes Van Volkenburgh
@AnyesVIP
🇺🇸 I voted for and used to support Trump. Until he started World War III. Oil prices, stock market, prosperity and peace are all victims of his ego.
Malibu, CA 加入时间 Ekim 2024
349 关注229 粉丝
The bond market is flashing red.
After a brief intermission on hopes that peace talks with Iran would progress, the 10Y Note Yield is up to 4.42%.
Mortgage rates are up to a fresh 7-month high, markets are now pricing-in potential rate HIKES, and the S&P 500 has erased -$800 billion today.
The bond market is, by far, the biggest problem for the US right now, much bigger than the energy price situation.
We have said it before and we will say it again:
We cannot afford a 5% yield on the 10Y Note.
The Kobeissi Letter@KobeissiLetter
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BREAKING: Bloomberg says tanker tracking data since March 23rd "shows no sign" of the 8 boats full of oil that President Trump said were "gifted" to the US.
"If this was some great 'present' you’d think both sides would want it known for their own reasons," Bloomberg says.
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@KobeissiLetter Of course, he’s a pathological liar. Iran would never.
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@tomipoint @KobeissiLetter The upside reversals are rather useless though. Only the ones to the downside are meaningful.
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@KobeissiLetter Feels like we’re back in headline-driven price action… one tweet away from reversal both ways lately. 🫣
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BREAKING: US markets extend losses, with the Nasdaq 100 now down -1.5%, as Iran War peace talk progress appears to be stalling.
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@HedgedOptimist @KobeissiLetter Well, there’s also the risk of inflation. And software. And Private credit.
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@KobeissiLetter The indices remain entirely hostage to geopolitical headlines right now
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@antibearthesis @KobeissiLetter Unfortunately, only the Trump Market Futures Trading Group.
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@RyanDetrick @CarsonResearch Yeah, confirmed my view that this market is pathetic.
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@success200431 @KobeissiLetter Everyone is cooked because of US.
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BREAKING: The Iran War will fuel a surge in US inflation to 4.2% this year, the highest in the G7, according to a newly released OECD forecast.
Details include:
1. The jump in inflation is expected to slow US GDP growth to 2.0% this year and 1.7% in 2027
2. Global growth is expected to slow from 3.3% last year to 2.9% in 2026
3. Headline inflation expectations in the G20 have been revised up by 1.2 percentage points in 2026 to 4%
4. Eurozone growth is expected to slow to just 0.8% this year
Potential rate HIKES in the US and EU are now back on the table.
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@ColinEdsman @TKL_Adam Trump. Hope he loses the Senate and the house. And they impeach him. He deserves it this time.
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US bond markets are under serious pressure.
The 10Y Note Yield is back at 4.40% and the average 30Y Mortgage is up to 6.38%, up for 4-straight weeks.
Just days prior to the Iran War, mortgages fell to the 5%'s for the first time since 2022.
The bond market needs serious help.
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The guy who said no wars and shits on Mail-In Ballots (calls them fraud) did both himself. The irony is 😂
Mario Nawfal@MarioNawfal
🇺🇸 Trump on why he voted by mail in Florida: "I did a mail-in ballot for the elections in Florida because I felt I should be here… I had a lot of different things going on." Reporter: "You were in Palm Beach the last few weekends." Trump: "Yeah." x.com/i/status/20371…
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@PalwinderCFA @KobeissiLetter BS. All it does is show that Iran controls the oil flow. I think it’s embarrassing that he’s even saying it.
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Iran allowing tankers through the Strait is a Gesture of Goodwill to keep Trump from hitting their power plants. It’s worth a tremendous amount of money because it deflates the war premium on every barrel of oil on Earth. Trump calling it a present is his way of saying the Hostage Situation in Hormuz is ending on his terms. He didn't just get a prize, he got a signed confession that the Resistance is looking for an exit
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BREAKING: President Trump reveals the "very big present" which he says Iran gifted to the US on March 24th.
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@KobeissiLetter Didn’t he just say a few days ago that we don’t need oil from there? That we are energy independent? And there’s no guarantee that those boats are sailing to the US. So stupid. He’s just trying to get media attention. And safe face after he monumentally embarrassed himself.
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@VitalTrades @KobeissiLetter What I’m reading between the lines is that it’s more of the same BS from Trump. He’s a pathological liar. He’s also talking about a final blow today. He’s bipolar at best. Likely psychotic.
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The "very big present" is 10 oil tankers Iran let through Hormuz.
Iran: "We control our strait."
Trump: "They gave me a gift."
Same boats. Two press releases.
This is how the deal gets sold. Both sides already rehearsing their victory speeches before there's even an agreement 😂
Bullish if you're reading between the lines.
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@KobeissiLetter I'm so sick of this nut job talking already. Can he just shut up? Or does he have to have everyone's attention every minute of every day? Gross narcissistic psychopath.
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BREAKING: President Trump says the Iran War was a "test" for NATO and he is "so disappointed in NATO."
"Remember my statements in a number of months from now... never forget," Trump says.
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@NoLimitGains And you were right when you called the top. Wish I had listened sooner.
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Things are playing out exactly as I said they would.
The S&P is back at November lows.
If you saw the tweet below, you know exactly what’s coming next.
The setup is almost ready.
When I start deploying a lot of capital, you’ll hear it here first.
NoLimit@NoLimitGains
If you’re over 18 years old, You can’t afford to miss this. The next 6–12 months are the most important of your life. Why? Because the market is setting up the greatest wealth transfer in history. Most people think the pain is over. THEY ARE WRONG. Stocks are still at the most overvalued level in history, and the stress is intensifying. Bitcoin has not officially bottomed yet. We are likely staring down one final, brutal flush. If you are dollar-cost averaging here, That’s not a mistake. Bitcoin is currently one of the most undervalued assets in the world. Accumulating slowly is a smart play to hedge your risk. If BTC drops below $60,000 and stays there for a while, I’m buying every day. But do not fire all your bullets yet. You need to keep the heavy artillery ready. Because this final crash? It will be the generational buying opportunity you’ve been praying for. DON’T WASTE TIME. Stack cash. Prepare your dry powder. This kind of setup doesn’t come very often. If you’re reading this, you’re not late. You are early in the accumulation phase. I don’t track prices, I track sentiment. I wait for maximum despair. That’s how I was able to buy every bottom and sell every top over the last decade. When the real bottom hits and I deploy a LOT of my capital, I’ll say it here publicly. A lot of people will regret not following me.
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