The Kobeissi Letter
The Kobeissi Letter|Sep 29, 2025 18:27
You can't make this up: The US Dollar is depreciating so quickly that Apollo says it will spark more inflation. According to the Fed's model itself, every -10% drop in the US Dollar results in a 30 basis point boost to inflation. This year alone, the US Dollar Index is down over -10%, its worst year since 1973. Position yourself accordingly.(The Kobeissi Letter)
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