Non-US investors own more US stocks than ever:
Investors from outside the US held $24.32 trillion of US equities in July, the 3rd-largest amount in history.
Year-to-date, foreign holdings of US equities have surged +$2.22 trillion, or +10%.
Since ...
Activity
Tokens tagged by the author per day over the selected time range. The most mentioned tokens have their own color, the rest add up in Other. A post that tags two tokens counts for both.
MENTIONS
ACTIVITY
TOTAL
Token Mentions
Tokens the author tagged in posts over the selected time range, most mentioned first: posts per token, the share of its classified posts that was bullish and the average engagement score of those posts, with price changes, market cap and volume as in the screener, plus price, sector and blockchain on wide screens.
| 1 | 6 | 83% | 42 | $84,195 | -0.10% | 3.66% | 8.28% | $1.7T | $838M | Payments | Bitcoin | |
| 570 | 4 | 75% | 10 | $224.93 | 0.00% | 1.10% | 3.13% | $42M | $78K | Tokenized Stocks | Solana | |
| 7 | 2 | 100% | 17 | $121.41 | 0.22% | 9.35% | 16.58% | $71B | $314M | Layer 1 | Solana | |
| 1082 | 1 | 0% | 9 | $340.50 | -0.25% | 1.31% | 6.14% | $14M | $12K | Tokenized Stocks | Solana |
1–4 of 4 items
Latest Posts
The author's newest posts in the selected time range.
AI stocks are massively outperforming the global market:
The Bloomberg Global AI index has surged +118% since the start of 2024, to near its all-time high.
At the same time, the MSCI World Index has risen +57%, underperforming by 61 percentage poin...
9/27/2026 14:58
96K
85
66
538
62
Fixed-income assets are offering attractive yields again:
10Y Note Yield is currently trading above 5.10%, its highest level since July 2007.
At the same time, 30Y Note Yield is up to 5.44%, its highest since June 2007.
Investment-grade credit now...
9/27/2026 00:11
169K
98
88
918
127
Retail investors are trading less.
Over the last 20 trading days, retail investors have purchased just +$1 billion of single stocks, near the lowest 20-day total in at least 2 years.
In early August, this figure even briefly turned negative for the...
9/26/2026 18:31
205K
128
122
1.1K
136
Official X account for The Kobeissi Letter, an industry leading commentary on the global capital markets. Email us: [email protected]
| Handle: | @KobeissiLetter |
| Location: | United States |
| Website: | thekobeissiletter.com/subscribe |
| Joined: | June 2015 |
Author Data
The author's audience and activity. Followers change over the selected time range. Posts and Avg Engagement (the average engagement score per post, as in the feed's Engagement Score sort) cover the selected time range. Engagement Rank ranks the authors who posted in the range by average engagement score. All of the author's posts count: the filter chips do not apply here.
Followers 2.6M +4.03% (30D)
Following 597
Posts (30D) 343
Avg Engagement (30D) 32
Engagement Rank #7 of 1112
Sentiment
Share of the author's classified posts that were bullish, neutral and bearish over the selected time range. Posts without a sentiment classification are not counted. All of the author's posts count: the filter chips do not apply here.
Top Post
The author's post with the highest engagement score in the selected time range.