
The Kobeissi Letter|Jul 11, 2025 12:42
Current situation:
1. Bitcoin is up +60% in 3 months like the USD is broken
2. The USD is falling in its worst start to a year since 1973
3. Gold prices are rising toward 3,400/oz like inflation is back
4. Treasury yields are rising like deficit spending is worsening
5. Silver prices are rising like uncertainty never ended
Don't discount the impact of the deficit spending crisis.
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