The Kobeissi Letter

Weekly analysis of various securities including equities, crude oil, natural gas, gold, treasuries and options.

Weekly Newsletters

Week of July 10th, 2023

Hawkish Fed expectations are rising again, but we believe that these expectations are shifting too far too fast.
This week's newsletter has no preview text. Older versions of the Newsletter do not have preview texts. Please select "View" to read about this week's Newsletter.
View

July 10, 2023

Week of July 3rd, 2023

As inflation data trends lower and investor optimism persists, we believe that the path is clear for more upside this week.
This week's newsletter has no preview text. Older versions of the Newsletter do not have preview texts. Please select "View" to read about this week's Newsletter.
View

July 3, 2023

Week of June 26th, 2023

Fed expectations have shifted even further in the hawkish direction, but upcoming policy remains highly uncertain.
This week's newsletter has no preview text. Older versions of the Newsletter do not have preview texts. Please select "View" to read about this week's Newsletter.
View

June 26, 2023

Week of June 19th, 2023

Markets are pushing into new 52-week high territory but the technical picture is now looking overbought.
This week's newsletter has no preview text. Older versions of the Newsletter do not have preview texts. Please select "View" to read about this week's Newsletter.
View

June 19, 2023

Week of June 12th, 2023

Markets are trading near 52-week highs as we brace for an important Fed meeting and inflation data in the week ahead.
This week's newsletter has no preview text. Older versions of the Newsletter do not have preview texts. Please select "View" to read about this week's Newsletter.
View

June 12, 2023

Week of June 5th, 2023

Upward momentum resumes in the equity markets as the debt ceiling bill passed and the Fed is in the spotlight.
This week's newsletter has no preview text. Older versions of the Newsletter do not have preview texts. Please select "View" to read about this week's Newsletter.
View

June 5, 2023

Week of May 29th, 2023

Despite rising PCE inflation and debt ceiling concerns, markets have shown their resilience time and time again.
This week's newsletter has no preview text. Older versions of the Newsletter do not have preview texts. Please select "View" to read about this week's Newsletter.
View

May 29, 2023

Week of May 22nd, 2023

Even with a week with 14 Fed speakers and ongoing debt ceiling negotiations, equity markets are still pushing higher.
This week's newsletter has no preview text. Older versions of the Newsletter do not have preview texts. Please select "View" to read about this week's Newsletter.
View

May 22, 2023

Week of May 15th, 2023

After strong Q1 earnings and more data supporting a Fed pivot, momentum is building in the bullish direction.
This week's newsletter has no preview text. Older versions of the Newsletter do not have preview texts. Please select "View" to read about this week's Newsletter.
View

May 15, 2023

Week of May 8th, 2023

Markets continue to digest earnings, the Fed decision and ongoing volatility in the banking crisis.
This week's newsletter has no preview text. Older versions of the Newsletter do not have preview texts. Please select "View" to read about this week's Newsletter.
View

May 8, 2023

Week of May 1st, 2023

The Fed is set to raise interest rates again this week despite the collapse of yet another US bank.
This week's newsletter has no preview text. Older versions of the Newsletter do not have preview texts. Please select "View" to read about this week's Newsletter.
View

May 1, 2023

Week of April 24th, 2023

Earnings season is now in full swing and Fed speculation continues in another big week for traders.
This week's newsletter has no preview text. Older versions of the Newsletter do not have preview texts. Please select "View" to read about this week's Newsletter.
View

April 24, 2023

Week of April 17th, 2023

This week's newsletter has no preview text. Older versions of the Newsletter do not have preview texts. Please select "View" to read about this week's Newsletter.
View

April 17, 2023

Week of April 10th, 2023

This week's newsletter has no preview text. Older versions of the Newsletter do not have preview texts. Please select "View" to read about this week's Newsletter.
View

April 10, 2023

Week of April 3rd, 2023

This week's newsletter has no preview text. Older versions of the Newsletter do not have preview texts. Please select "View" to read about this week's Newsletter.
View

April 3, 2023

Week of March 27th, 2023

This week's newsletter has no preview text. Older versions of the Newsletter do not have preview texts. Please select "View" to read about this week's Newsletter.
View

March 27, 2023

Week of March 20th, 2023

This week's newsletter has no preview text. Older versions of the Newsletter do not have preview texts. Please select "View" to read about this week's Newsletter.
View

March 20, 2023

Week of March 13th, 2023

This week's newsletter has no preview text. Older versions of the Newsletter do not have preview texts. Please select "View" to read about this week's Newsletter.
View

March 13, 2023

Week of March 6th, 2023

This week's newsletter has no preview text. Older versions of the Newsletter do not have preview texts. Please select "View" to read about this week's Newsletter.
View

March 6, 2023

Week of February 27th, 2023

This week's newsletter has no preview text. Older versions of the Newsletter do not have preview texts. Please select "View" to read about this week's Newsletter.
View

February 27, 2023

Week of February 20th, 2023

This week's newsletter has no preview text. Older versions of the Newsletter do not have preview texts. Please select "View" to read about this week's Newsletter.
View

February 20, 2023

Week of February 13th, 2023

This week's newsletter has no preview text. Older versions of the Newsletter do not have preview texts. Please select "View" to read about this week's Newsletter.
View

February 13, 2023

Week of February 6th, 2023

This week's newsletter has no preview text. Older versions of the Newsletter do not have preview texts. Please select "View" to read about this week's Newsletter.
View

February 6, 2023

Week of January 30th, 2023

This week's newsletter has no preview text. Older versions of the Newsletter do not have preview texts. Please select "View" to read about this week's Newsletter.
View

January 30, 2023

Week of January 23rd, 2023

This week's newsletter has no preview text. Older versions of the Newsletter do not have preview texts. Please select "View" to read about this week's Newsletter.
View

January 23, 2023

About
ContactFeedsSamplesPricing
Analysis
Chart of the WeekThe Kobeissi LetterMPW AnalysisAll Benefits
Account
Create AccountSubscribeSign InForgot Password
Legal
Terms and ConditionsDisclaimer
Copyright ©2015-2025 The Kobeissi Letter LLC. All rights reserved.
Get in touch with us