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The Kobeissi Letter
The Kobeissi Letter|3月 20, 2025 22:18
Since 2020, consumers have resorted to debt as a "strategy" to fight rising prices. From 2021 through 2023, wage growth LAGGED inflation. While that trend has flipped, we continue to see the effects of rising prices on consumer sentiment and affordability.
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Timeline

4月 18, 20:34【US stock market reverses gains compared to other parts of the world】
4月 18, 19:03【CPI Fixed Market Display Market Pricing】
4月 18, 16:26【The surge of gold/silver crossover precedes economic recession】
4月 18, 15:37【The US economy is walking on thin ice】
4月 18, 11:11【Bitcoin RHODL ratio reverses upward】
4月 18, 01:11【BlackRock's holdings exceed 570000 bitcoins】
4月 17, 20:25【The size of the Bitcoin debt collateralization market is underestimated】
4月 17, 15:28【Goldman Sachs lowers Chartapalooza】
4月 17, 14:42【84800 is suppressed very clearly】
4月 17, 14:15【The market doesn't panic much】

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