Para os accionistas das grandes corporações. Porque para a ralé, as coisas complicam-se e complicam-se e complicam-se até que a malta comece a passar fome. E a fome é o grande motor histórico das revoluções. Mas talvez nessa altura já seja demasiado tarde para dar a volta ao regime Epstein-WEF.
BREAKING: Brent crude oil prices surge above $117/barrel for the first time since March 19th amid fears that the US will renew strikes on Iran. Brent crude oil is now $2 away from breaking above its high of the year. Inflation expectations are pushing higher. https://t.co/G625elCiWj
— The Kobeissi Letter (@KobeissiLetter) October 23, 2026
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BREAKING: American Express, $AXP, is laying off 5% of its employees, or 3,500 people, in an effort to contain rising costs. The company's CEO says the cuts are part of an effort to make the company "more agile and efficient."
— The Kobeissi Letter (@KobeissiLetter) October 23, 2026
Absolutely incredible. For the first time since 2013, France's 10Y Government Bond yield has risen above the US 10Y Note Yield. That's +550 basis points since the low seen in 2020. Borrowing costs are skyrocketing in France. https://t.co/5EOc9ihxtZ
— The Kobeissi Letter (@KobeissiLetter) October 22, 2026
BREAKING: Global equity funds are now on track to attract +$1.3 trillion of inflows in 2026, the largest annual intake on record. This would exceed the previous annual record set in 2021 by ~35%. At the same time, US equity funds are on pace to post record inflows of +$636 billion, or nearly 50% of the total. This means investors have allocated +$511 billion to these funds year-to-date. Global technology funds are on track to attract a record +$196 billion in 2026. This would be more than double the +$75 billion recorded in 2025. Global investor appetite for equities has never been stronger.
— The Kobeissi Letter (@KobeissiLetter) October 23, 2026
