Glossary

hedge

A position taken to offset potential losses if prices move the wrong way, like buying insurance.

Bull 1Watch 3Bear 1

Predictions & track record (2)

Awaiting grading Bitcoin ETFs pull in $900 million in a week, the fastest pace since early MayCheck in two weeks whether Bitcoin ETF weekly inflows keep accelerating past the $900M mark or fade back toward the prior week's $197M pace.
Awaiting grading Hedge funds are dumping US tech at the fastest pace in a decadeScore next week: did hedge-fund tech exposure fall to a 5-year low as Kobeissi's pace implied?

Watch Gold buying, cheap-money carry trades and bond-fund outflows all spiked together this week, and they don't agree on what's coming The Kobeissi Letter (@KobeissiLetter) · 2026-07-26
Bull Bitcoin ETFs pull in $900 million in a week, the fastest pace since early May The Kobeissi Letter (@KobeissiLetter) · 2026-07-22
Watch Korea and the Nasdaq are moving in lockstep like never before, as the AI trade goes global The Kobeissi Letter (@KobeissiLetter) · 2026-07-21
Bear Hedge funds are dumping US tech at the fastest pace in a decade The Kobeissi Letter (@KobeissiLetter) · 2026-07-20
Watch SpaceX's bonds crater weeks after the IPO: the credit market's warning to Musk 메르 (ranto28) · 2026-07-20