The Kobeissi Letter(@KobeissiLetter):It's official. On July 31st, we called for US government intervention as long-term borrowing costs hit 2008 levels. Today, it happened. The US Treasury is DOUBLING buybacks to $4 billion per operation for "liquidity support." What comes next? Let us explain. (a thread)

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The Kobeissi Letter@KobeissiLetter

2026.08.19 15:29

It's official. On July 31st, we called for US government intervention as long-term borrowing costs hit 2008 levels. Today, it happened. The US Treasury is DOUBLING buybacks to $4 billion per operation for "liquidity support." What comes next? Let us explain. (a thread)