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@burroamestrado

ID: 1454041573621129218

calendar_today29-10-2021 11:05:23

72,72K Tweet

1,1K Followers

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The Kobeissi Letter (@kobeissiletter) 's Twitter Profile Photo

Is this the best timed trade of 2026? Yesterday, at 8:24 AM ET, oil traders bought nearly $800 MILLION worth of oil shorts. Just 21 minutes later, Iran's Foreign Minister Araghchi said the "Strait of Hormuz is declared completely open." By 9:10 AM ET, oil prices had collapsed

Is this the best timed trade of 2026?

Yesterday, at 8:24 AM ET, oil traders bought nearly $800 MILLION worth of oil shorts.

Just 21 minutes later, Iran's Foreign Minister Araghchi said the "Strait of Hormuz is declared completely open."

By 9:10 AM ET, oil prices had collapsed
The Kobeissi Letter (@kobeissiletter) 's Twitter Profile Photo

You can't make this up: Iran's Speaker of the Parliament just commented on "vibe-trading" digital crude oil prices and US Treasuries. He concludes with the Bloomberg Terminal command "EUCRBRDT Index GP <GO>." This is the command for Dated Brent oil prices, as shown below. On

You can't make this up:

Iran's Speaker of the Parliament just commented on "vibe-trading" digital crude oil prices and US Treasuries.

He concludes with the Bloomberg Terminal command "EUCRBRDT Index GP &lt;GO&gt;."

This is the command for Dated Brent oil prices, as shown below.

On
The Kobeissi Letter (@kobeissiletter) 's Twitter Profile Photo

The global debt crisis is set to get even worse: Total sovereign and corporate bond issuance is estimated to rise to a record $28.8 trillion in 2026. That would mark the 4th consecutive annual increase and would also DOUBLE the average pre-pandemic levels. Corporate debt

The global debt crisis is set to get even worse:

Total sovereign and corporate bond issuance is estimated to rise to a record $28.8 trillion in 2026.

That would mark the 4th consecutive annual increase and would also DOUBLE the average pre-pandemic levels.

Corporate debt
! (@burroamestrado) 's Twitter Profile Photo

🤣🤣🤣🤣🤣🤣🤣🤣 Se meterem AI no nome, quintiplica o valor da stock 😀😏 A explosão do mercado será épica, mas não será tão cedo como crêem..... I Guess.

🤣🤣🤣🤣🤣🤣🤣🤣

Se meterem AI no nome, quintiplica o valor da stock 😀😏

A explosão do mercado será épica, mas não será tão cedo como crêem..... I Guess.
The Kobeissi Letter (@kobeissiletter) 's Twitter Profile Photo

Traders are positioning for a major shift in US funding markets: Daily trading volume in futures tied to the spread between the Secured Overnight Financing Rate (SOFR) and the Federal Funds Rate surged to a record 56,590 contracts on Tuesday. SOFR is the cost of borrowing cash

Traders are positioning for a major shift in US funding markets:

Daily trading volume in futures tied to the spread between the Secured Overnight Financing Rate (SOFR) and the Federal Funds Rate surged to a record 56,590 contracts on Tuesday.

SOFR is the cost of borrowing cash
International Cyber Digest (@intcyberdigest) 's Twitter Profile Photo

🚨🇪🇺 The European Commission is about to steal your search history in one of the largest forced data grabs in the history of the open internet, and almost nobody is talking about it. The scope is staggering: 🔴 Every query you type 🔴 Every voice and photo search 🔴 Every

🚨🇪🇺 The European Commission is about to steal your search history in one of the largest forced data grabs in the history of the open internet, and almost nobody is talking about it.

The scope is staggering:
🔴 Every query you type
🔴 Every voice and photo search
🔴 Every
The Kobeissi Letter (@kobeissiletter) 's Twitter Profile Photo

BREAKING: Nvidia stock, $NVDA, officially hits a new record high, now worth $5.2 trillion. Nvidia has now added +$4.9 TRILLION in market cap since 2022.

BREAKING: Nvidia stock, $NVDA, officially hits a new record high, now worth $5.2 trillion.

Nvidia has now added +$4.9 TRILLION in market cap since 2022.
BRICS News (@bricsinfo) 's Twitter Profile Photo

🇬🇧🇺🇸 King Charles to President Trump: "You recently commented…if it were not for the United States, European countries would be speaking German." "If it wasn't for us, you'd be speaking French."

The Kobeissi Letter (@kobeissiletter) 's Twitter Profile Photo

This is incredible: Elon Musk will receive 200 million super-voting shares in SpaceX ONLY IF the company establishes a permanent Mars colony with at least 1 million people. In other words, Elon Musk will only receive this pay package if 1 million people live on Mars. In other

This is incredible:

Elon Musk will receive 200 million super-voting shares in SpaceX ONLY IF the company establishes a permanent Mars colony with at least 1 million people.

In other words, Elon Musk will only receive this pay package if 1 million people live on Mars.

In other
! (@burroamestrado) 's Twitter Profile Photo

Avantix, a nova cadeira de supermercados portuguesa que vai até explorar para os 5 cantos do mundo e acabar com a fome mundial 😍 Que thread :x

TheGrkportfolio (@grkportfolio) 's Twitter Profile Photo

I upgraded Microsoft from Buy to Strong Buy this morning. Microsoft is mispriced low at $413.75: I raised my bull-case 12-month target from $600 to $650 on a day the tape was still selling Tuesday's $190B capital-spending guide. The reason for the upgrade. Tuesday's print told a

I upgraded Microsoft from Buy to Strong Buy this morning. Microsoft is mispriced low at $413.75: I raised my bull-case 12-month target from $600 to $650 on a day the tape was still selling Tuesday's $190B capital-spending guide.

The reason for the upgrade. Tuesday's print told a
The Kobeissi Letter (@kobeissiletter) 's Twitter Profile Photo

Big Tech CapEx has reached unprecedented levels: The combined CapEx of Amazon, $AMZN, Google, $GOOG, Meta, $META, and Microsoft, $MSFT, is expected to surge +98% YoY, to a record $715 billion in 2026. This is nearly 3 TIMES the amount spent in 2024 and more than 5 TIMES 2023

Big Tech CapEx has reached unprecedented levels:

The combined CapEx of Amazon, $AMZN, Google, $GOOG, Meta, $META, and Microsoft, $MSFT, is expected to surge +98% YoY, to a record $715 billion in 2026.

This is nearly 3 TIMES the amount spent in 2024 and more than 5 TIMES 2023