The Kobeissi Letter
The Kobeissi Letter is a financial publication and market analysis newsletter that provides insights on macroeconomics, investing, and trading, gaining a strong following for its commentary on global markets and economic trends.
Claims from The Kobeissi Letter
The Kobeissi Letter"By 2028, global data center spend will hit $900 BILLION."Nov 21, 2025
Controversy:Will Total Data Center Capex Reach $1T by 2028?
The Kobeissi Letter"42% of respondents now see global trade war as the most bearish development for risk assets in 2025, up from January's 30%."May 18, 2025
Controversy:Will There Be a Global Trade War in 2025?