
The Kobeissi Letter|Sep 02, 2025 16:59
You can't print your away out of this anymore:
US M2 Money Supply is now growing at a +5.1% annualized rate of change.
It should be no surprise that Core CPI inflation is back above 3.0%, AND rate cuts are on the way.
After 10 years of 3% inflation, the US Dollar loses 25%+ of its purchasing power.
This is on top of the ~20% in value that the US Dollar has lost since 2020.
Own assets or you will be left behind.(The Kobeissi Letter)
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