Big Tech's AI spending is rising to levels rarely seen in modern history: Amazon, $AMZN, Alphabet, $GOOGL, Meta, $META, Microsoft, $MSFT, and Oracle, $ORCL, are estimated to increase CapEx by +1.0 percentage point of US GDP in 2026, to a record 2.4%. That compares with 1.0% of

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1. #1

   Leveraged ETFs are now driving markets. Leveraged ETFs now account for a record 16% of total global ETF daily trading value. This is despite representing only ~$250 billion, or 1%…

   The Kobeissi LetterThe Kobeissi Letter @KobeissiLetter · 2026-08-12

   
2. #2

   BREAKING: US household debt fell -$13 billion in Q2 2026, to $18.77 trillion, the 3rd-highest level on record. This marks the first quarterly decline since the 2020 pandemic. Howe…

   The Kobeissi LetterThe Kobeissi Letter @KobeissiLetter · 2026-08-12

   
3. #3

   BREAKING: President Trump says the US has “total control” over the Strait of Hormuz and “I think we will keep it.”

   The Kobeissi LetterThe Kobeissi Letter @KobeissiLetter · 2026-08-12

   
4. #4

   BREAKING: Josh Kushner and Bob Iger are buying the Los Angeles Lakers for a record $12 billion. This marks the highest price ever paid for a professional sports franchise.

   The Kobeissi LetterThe Kobeissi Letter @KobeissiLetter · 2026-08-12
5. #5

   BREAKING: Gold future surge above $4,500/oz for the first time since June 5th. This puts gold futures up +14% since July 17. The gold market knows exactly what is coming next.

   The Kobeissi LetterThe Kobeissi Letter @KobeissiLetter · 2026-08-12

   
6. #6

   BREAKING: Market expectations for a September rate hike fall to 34% after US CPI inflation declines to 3.4%. This marks the lowest chance of a September rate hike since July 17th.…

   The Kobeissi LetterThe Kobeissi Letter @KobeissiLetter · 2026-08-12

   

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