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The Kobeissi Letter
The Kobeissi Letter|May 09, 2025 12:38
Long-term inflows to US assets have been massive: Since 2007, US equity, corporate bond, and Treasury funds have attracted 3.5 TRILLION in net inflows. US equity funds have accounted for 34% of all inflows, or 1.2 trillion. Inflows accelerated following the 2020 pandemic,
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Jun 04, 10:24【Corporate bonds holding over 3% of Bitcoin】
May 24, 20:09【Investors are turning back to US credit funds】
May 05, 17:54【Corporate bonds will increase by 330 billion bitcoins】
Apr 23, 13:08【The sustained stability of Bitcoin prices may prompt bond adoption】
Apr 22, 15:09【Foreign investors withdraw approximately $5 billion from US corporate bond funds】

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