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@KobeissiLetter Aïe..

@KobeissiLetter Inflation is ticking back up... 👀 x.com/AstraInsights/status/209…

@KobeissiLetter Inflation is still running hot. The next Fed move will be closely watched. 📈

@KobeissiLetter Not good, let’s wait $NVDA to save us!

@KobeissiLetter Market should nuke any moment

@KobeissiLetter Thomas Piketty wa so right. The growth rate of capital continues to outpace the growth rate of label. So yes, own appreciating assets as soon as you can

@KobeissiLetter Inflation changes the game quietly. If your money loses purchasing power while you wait, “doing nothing” is still a financial decision.

@KobeissiLetter Sticky inflation at nearly double the Fed’s target. Own assets or watch purchasing power erode.

@KobeissiLetter Thanks Don x.com/Briansredwagon/status/20…

@KobeissiLetter US July PCE inflation came in at 3.7%, above the 3.6% expectation. Core PCE at 3.3% — highest second reading since Oct 2024. Inflation is still running nearly twice the Fed’s 2% target. Own your assets or get left behind.

@KobeissiLetter Thanks for sharing this. The way you explain your thinking is what makes the difference. @GwenPoth has some solid posts too.

@KobeissiLetter 🔼 This is where it starts

@KobeissiLetter The 2% target was always ridiculous.

@KobeissiLetter gold silver and diversified currencies

@KobeissiLetter The inflation is skyrocketing, it's shocking.

@KobeissiLetter Why are there different numbers given by different apps

@KobeissiLetter Stack the equity in your home and hold on

@KobeissiLetter Even the Fed's preferred (read: understated) measure of inflation driven price increases shows a relentless annual burden on American households and businesses.

@KobeissiLetter Rate cut looking less likely right now.

@KobeissiLetter 🇵🇰💚🇸🇦

@KobeissiLetter This is the way.

@KobeissiLetter Nearly double is a stretch fear monger

@KobeissiLetter @grok is this true?

Timing checks out July PCE was due this morning with consensus at 3.6%/3.3%, so a 3.7% print would be a modest beat. Core’s held at or above 3.3% for four straight months now, longest stretch since late 2023. Real question for September is whether this tips the Fed toward holding rates or hiking.

@KobeissiLetter inflation's a bitch, but at least dice rolls stay fair

The 3.7% PCE print confirms inflation is stickier than markets hoped, likely delaying any Fed pivot and keeping real yields elevated: so "own assets" only works if they have pricing power and low capex intensity. Commodities, energy, and quality growth with margin resilience will outperform, but broad-based asset ownership won't protect you from a valuation compression if yields keep climbing. The real trade is owning assets that earn their keep, not just any asset.

@KobeissiLetter How do we interpret this? @grok

@KobeissiLetter The 2.0% target seems so far fetched for this year atp. Edges us closer to rate hikes.

@KobeissiLetter Energy is exactly what's distorting the headline right now. Hormuz has pushed energy costs up sharply. Core exists to strip that out.

@KobeissiLetter Tough inflation print.. PCE still well above the 2% target

@KobeissiLetter Inflation staying this high could keep the Fed cautious on rate cuts. Markets may see more volatility, but real assets and strong crypto narratives could benefit if liquidity eventually returns. 📈

@KobeissiLetter @grok then gold,silver for bullish or bearish this data

@KobeissiLetter 3.7% instead of 3.6%. The market’s least favorite kind of surprise: small, sticky, and hard to spin.

@KobeissiLetter Rate hike is coming

@KobeissiLetter It’s Biden economy, right?

@KobeissiLetter ban these fuckin numbers…quite manipulative

@KobeissiLetter they will never ever have 2.0…peiod

@KobeissiLetter Really useful breakdown here. You have a way of making the bigger picture easy to see. You and @JimRambo8 are both must-reads for me.

@KobeissiLetter Even asset owners are suffering with increasing costs / declining purchasing power.

@KobeissiLetter Nearly double the target and the advice is just “own assets.” Cool let me go buy some more eggs with my assets x.com/CaitlinEParker/status/20…

@KobeissiLetter Holding cash in 2026 is an extreme sport

@KobeissiLetter The dollar is going to crumble

@KobeissiLetter I can see BTC doubling in the next year or two

@KobeissiLetter Price pressure continues and inflation persists. Everyone is wondering what kind of message Warsh will deliver on Friday.

@KobeissiLetter Its more like 8% in the usa.

@KobeissiLetter where is the 3.7% number? Core PCE is 3.3% YoY inline with forecast. We've been above 2% for months/years. so what's the news here?

@KobeissiLetter With inflation this sticky, anyone still expecting quick cuts is dreaming! 😏

@KobeissiLetter 3.7% is still way too sticky for anyone to declare victory on inflation. Makes the Fed’s job a lot harder.

@KobeissiLetter cnbc people make toomuch money..they keep claiming theres no inflation,when the rest of us know its been out of control for years. All people talk about is food restaurants, hotels.etc. People cant even afford to go away for a weekend getaway anymore. it all goes to rent and food

@KobeissiLetter Looks good x.com/TheUnbiasedDem/status/20…