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Traf

@Traf_Math

Traf reposted

China is leading a historic shift in the global auto industry: Global sales of Chinese vehicles are estimated to have surged +17% YoY in 2025, to a record ~27 million units. At the same time, Japanese automakers are estimated to have remained flat at ~25 million units. This…

KobeissiLetter's tweet image. China is leading a historic shift in the global auto industry:

Global sales of Chinese vehicles are estimated to have surged +17% YoY in 2025, to a record ~27 million units.

At the same time, Japanese automakers are estimated to have remained flat at ~25 million units.

This…

Traf reposted

Venezuela’s stock market since President Maduro was captured:

KobeissiLetter's tweet image. Venezuela’s stock market since President Maduro was captured:

Traf reposted

ANNOUNCEMENT: We are excited to present The Kobeissi Letter’s 2025 performance report. Our analysis provided a net return of +30.7% in 2025, outperforming the S&P 500's 2025 return of +16.4%. Since 2020, our investment strategy has now returned +516.3%, significantly…

KobeissiLetter's tweet image. ANNOUNCEMENT: 

We are excited to present The Kobeissi Letter’s 2025 performance report. 

Our analysis provided a net return of +30.7% in 2025, outperforming the S&P 500's 2025 return of +16.4%.

Since 2020, our investment strategy has now returned +516.3%, significantly…
KobeissiLetter's tweet image. ANNOUNCEMENT: 

We are excited to present The Kobeissi Letter’s 2025 performance report. 

Our analysis provided a net return of +30.7% in 2025, outperforming the S&P 500's 2025 return of +16.4%.

Since 2020, our investment strategy has now returned +516.3%, significantly…

Traf reposted

BREAKING: The US is considering paying Greenlanders $10,000 to $100,000 each to support secession from Denmark. We may soon witness the largest acquisition in world history.


Traf reposted

BREAKING: The US Dollar now represents ~40% of global currency reserves, the lowest in at least 20 years. This percentage has declined -18 percentage points over the last 10 years. Over the same period, gold’s percentage has increased +12 points, to 28%, the highest since the…

KobeissiLetter's tweet image. BREAKING: The US Dollar now represents ~40% of global currency reserves, the lowest in at least 20 years.

This percentage has declined -18 percentage points over the last 10 years.

Over the same period, gold’s percentage has increased +12 points, to 28%, the highest since the…

Traf reposted

BREAKING: China has suspended Nvidia, $NVDA, chip purchases and asked companies to halt H200 chip orders, per The Information. China is reportedly reviewing chip import conditions.


Traf reposted

Bitcoin is taking over Wall Street 🐂

BitcoinMagazine's tweet image. Bitcoin is taking over Wall Street 🐂

Traf reposted

US OIL STOCKS REACT TO VENEZUELA: 1. Chevron, $CVX: +11% 2. Valero, $VLO: +11% 3. ConocoPhillips, $COP: +10% 4. Marathon, $MPC: +10% 5. Exxon Mobil, $XOM: +7% 6. Phillips 66, $PSX: +6% 7. Occidental Petroleum, $OXY: +4% 8. EOG Resources, $EOG: +4% 9. Devon Energy, $DVN: +4% 10.…


Traf reposted

The Venezuela plot thickens: While Venezuela holds 303 BILLION barrels of oil reserves, much of this is HEAVY crude oil. Texas and Louisiana also *happen* to have 6 of the LARGEST HEAVY crude oil refineries in the world. What does this mean? Let us explain. (a thread)

KobeissiLetter's tweet image. The Venezuela plot thickens:

While Venezuela holds 303 BILLION barrels of oil reserves, much of this is HEAVY crude oil.

Texas and Louisiana also *happen* to have 6 of the LARGEST HEAVY crude oil refineries in the world.

What does this mean? Let us explain.

(a thread)

Traf reposted

Why Matthew Stafford uses a $160,000 bed


Traf reposted

BREAKING: THE S&P 500 OFFICIALLY HITS A NEW RECORD HIGH. That's +$18 trillion in market cap since the April 2025 bottom. Asset owners are winning.

KobeissiLetter's tweet image. BREAKING: THE S&P 500 OFFICIALLY HITS A NEW RECORD HIGH.

That's +$18 trillion in market cap since the April 2025 bottom.

Asset owners are winning.

Traf reposted

On-chain fair value. #Bitcoin

therationalroot's tweet image. On-chain fair value. #Bitcoin

Traf reposted

FUN FACT: #Bitcoin has dipped more than -30% three times this cycle 👀 The previous two were great times to buy 🚀

BitcoinMagazine's tweet image. FUN FACT: #Bitcoin has dipped more than -30% three times this cycle 👀

The previous two were great times to buy 🚀

Traf reposted

JUST IN: Michael Saylor says, “The #Bitcoin hoarding will continue until the complaining stops.” 🙌

BitcoinMagazine's tweet image. JUST IN: Michael Saylor says, “The #Bitcoin hoarding will continue until the complaining stops.” 🙌

Traf reposted

JUST IN: There's now only a 1% chance Michael Saylor's Strategy sells any Bitcoin by end of year, according to Polymarket 👀 They're never selling 👏

BitcoinMagazine's tweet image. JUST IN: There's now only a 1% chance Michael Saylor's Strategy sells any Bitcoin by end of year, according to Polymarket 👀

They're never selling 👏

Traf reposted

BREAKING: 🇺🇸 STRATEGY BUYS ANOTHER 10,624 #BITCOIN FOR $962.7 MILLION

BitcoinMagazine's tweet image. BREAKING: 🇺🇸 STRATEGY BUYS ANOTHER 10,624 #BITCOIN FOR $962.7 MILLION

Traf reposted

BREAKING: President Trump says he is signing a “one rule” Executive Order on AI this week. “You can’t expect a company to get 50 approvals every time they want to do something,” Trump says.

KobeissiLetter's tweet image. BREAKING: President Trump says he is signing a “one rule” Executive Order on AI this week.

“You can’t expect a company to get 50 approvals every time they want to do something,” Trump says.

Traf reposted

BREAKING: AMD, $AMD, CEO Lisa Su announces that the company will pay a 15% tax on MI308 chip exports to China. Last night, reports emerged that President Trump is considering allowing Nvidia to sell their H200 chip to China. This is beginning to sound a lot like the Nvidia and…

KobeissiLetter's tweet image. BREAKING: AMD, $AMD, CEO Lisa Su announces that the company will pay a 15% tax on MI308 chip exports to China.

Last night, reports emerged that President Trump is considering allowing Nvidia to sell their H200 chip to China.

This is beginning to sound a lot like the Nvidia and…

Traf reposted

JUST IN: US Senator Cynthia Lummis hints at buying #Bitcoin 🇺🇸 👀 "₿ig things coming"

BitcoinMagazine's tweet image. JUST IN: US Senator Cynthia Lummis hints at buying #Bitcoin 🇺🇸 👀

"₿ig things coming"

Traf reposted

JUST IN: $93,000 #Bitcoin

BitcoinMagazine's tweet image. JUST IN: $93,000 #Bitcoin

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