@armstrongecon · Long DJI

With war in Europe and the Middle East, foreign investment usually flows into the US, especially the Dow. Capital will always seek to move away from a war zone.

The Kobeissi Letter@KobeissiLetter

Foreign investors are piling into US assets: Investors outside the US now hold a record ~$39 trillion in US equities, Treasuries, corporate, agency, and other bonds. Since the 2022 bear market, this figure has surged +$16 trillion, or +70%. Over this period, foreign holdings

Read asLong DJI

Since the call—

#28 of 214 rankedThe analyst's rank today

High · 0.91Confidence

Sun, Sep 6Tweeted

Tue, Sep 8 closeCounted from

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