@KobeissiLetter When one country’s stock market alone outweighs entire continents combined, it’s less a number and more a signal: the world’s financial gravity is bending toward the US, whether other regions like it or not.

@KobeissiLetter Market cap/GDP above 200% usually signals peak euphoria, not strength. Are we measuring dominance or just comparing who's closest to the cliff edge?

@KobeissiLetter It's an important point to add, that many of the largest companies driving this valuation, such as Apple, Microsoft, Alphabet (Google), and Amazon, are fundamentally global. While they are US-listed, a significant portion of their revenue and operations comes from all over the

@KobeissiLetter Can you bold the fact that the STOCK market (with historical returns of 10%) DOUBLED in 3 (three!) years

@KobeissiLetter 220% market cap to GDP while earnings growth stalls ? This isn't American exceptionalism; it's valuation expansion on QE steroids. Every time divergence hit these levels historically, reversion was violent, not gradual.

@KobeissiLetter That chart says it all. The question now is how long this imbalance can sustain before capital rotation becomes inevitable

@KobeissiLetter Impressive, yes, but also a bit unnerving. The US stock market is running the show, and anyone ignoring the outsized influence of US policy and flows on global risk is gambling blind. This is dominance and fragility rolled into one.

@KobeissiLetter US market dominance reflects dollar strength, superior corporate profitability, and capital fleeing China’s regulatory crackdowns plus Europe’s energy crisis and demographic decline. While US added $33T since 2022 lows, China’s market shrunk from $13T peak to $9T as Xi Jinping

@KobeissiLetter This chart shows how concentrated global equity value has become. The US now represents nearly half of all listed equity worldwide, the highest share in modern history. Market cap-to-GDP above 200% places valuations at levels last seen in 1999 and 2021, both late-cycle phases.

@KobeissiLetter Yet, unemployment soars, grocery prices remain high, and fewer Americans have any discretionary income.

@KobeissiLetter 🚨 Global equity market has NEVER been bigger: ️ The world stock market value-to-GDP ratio just hit a RECORD 110%. That’s 10 points above the 2000 Dot-Com Bubble peak. Global equities are worth $128 TRILLION. Global bonds value is $97 trillion.👇https://globalmarketsinvestor....

@KobeissiLetter

@KobeissiLetter Thanks to Hitler for WW2... caused every country to give up their gold to the US & pegged all their currencies to the dollar at Bretton woods, ever since then the US dictated global finance...all because of Hitler.

@KobeissiLetter It’s not pure economic strength; it’s sentiment, liquidity, and tech hype driving the rally.

@KobeissiLetter Final blow-off top before chaos ensues? 😆

@KobeissiLetter Nice reflection. U.S. technology leadership explains this graphic, showing high capitalization compared to other continents. Asia and Europe combined can't match the U.S. My favorite companies to invest in are all in the United States.

@KobeissiLetter @grok can you explain why the USA is leading and does this mean the USA stock market is were you make wealth

@KobeissiLetter THE reserve currency status has its perks... for now

@KobeissiLetter Sure, in dollar terms. As did every empire with reserve currency allways.

@KobeissiLetter So what you're saying is that US companies are extremely overvalued, and should come down 50-60%

@KobeissiLetter US up 86% since Oct '22 low vs Europe +76%, Asia +69%. Mag7 drove 40% of gains. But Europe/Asia actually lead YTD (VGK +28%, EWJ +22% vs SPY +14%) 📊

@KobeissiLetter Wow, that is incredible. Is it sustainable?

@KobeissiLetter The US is producing this value so it makes sense. The rest of the world is still selling fruit and rocks.

@KobeissiLetter It is not good indicator for US economy.

@KobeissiLetter It’s wild how much global capital just keeps flowing back to US equities

@KobeissiLetter "Historic" I'd like to say that it's *climbing the wall of Hysteria* 🤦🤦 sorry..sorry. sometimes, I just crack myself up. 🤷‍♂️

@KobeissiLetter @grok, how much is the global stock market and what is the top-10 of the biggest national stock markets by market cap?

@KobeissiLetter It’s bubble. It’s going to blow up and kick ur ass

@KobeissiLetter The dominance is unreal. Capital gravity has never been this one-sided.

@KobeissiLetter Okay, no one does capitalism like 🇺🇸😎

@KobeissiLetter If you zoom in. We dominated 2000/2007 Then we came back down. 🫡 looks like we will come back down. But still dominate

@KobeissiLetter Our number one export is Debt, if we’re doing so great, why do we have to borrow money to pay the interest on that debt. Smart money knows the actual inflation rate is double the fake CPI number, the markets are the place to offset that inflation. A credit event will end that.

@KobeissiLetter What's scary about it is that most of in is companies driven AI which many experts saying it may be a bubble

@KobeissiLetter Follow the earnings growth…

@KobeissiLetter this is known as capital flight

@KobeissiLetter The US stock market flexing HARD 💹💪 $67 trillion is massive—dominance on a whole new level! 🌎📈