Kobeissi Letter’s thread on 1.2 trillion ‘loss in value’
BTFD?
Overall, we believe the return of a prolonged trade war is highly unlikely.
Tariff headlines are near-term noise amid the AI Revolution and rate cuts into inflation.
We believe asset owners will be rewarded.
https://x.com/KobeissiLetter/status/1976683399239581978?t=pBZqrRKp1HuCA0oSsq47lA&s=19