
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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