The Kobeissi Letter
The Kobeissi Letter|Jul 08, 2025 17:48
Truly incredible: Markets now see a BASE CASE of an additional 10 TRILLION being added to US debt by 2028. This would put total US debt at 46 trillion, officially up +100% since 2020. On our current fiscal path, US bankruptcy is simply a matter of time. Something must change.
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