Adam Kobeissi, From Dearborn to Wall Street’s Front Row

A University of Michigan Ross graduate raised in the Dearborn orbit, Adam Kobeissi has built The Kobeissi Letter into one of the most-watched voices in global markets. His story—part Midwestern grit, part data-obsessed discipline—offers Dearborn’s young investors and builders a practical example of how to turn curiosity into a public platform and a business. ¹ Michigan Ross

“Markets are the number one source of news.” — Adam Kobeissi on Fox Business. ² Fox Business

A Dearborn-rooted path to a national platform

Adam Kobeissi studied finance at the University of Michigan’s Ross School of Business (BBA ’20). As a teenager, he began posting regular market analysis; in 2015 he formalized it as The Kobeissi Letter, first as a passion project and later a subscription publication. After graduating in May 2020, he spent two years on Wall Street in investment banking to get an institutional view of markets—then returned to grow his publication full-time. ¹ Michigan Ross

Community pages in Dearborn proudly cite Kobeissi as a local success story, reflecting the strong pipeline from our city to U-M and the broader finance and tech economy. While third-party posts frequently describe him as a Dearborn native, the verifiable arc—U-M Ross, investment banking in New York, and the rapid expansion of The Kobeissi Letter—is clear and well-documented. ³ Facebook

What The Kobeissi Letter is—and isn’t

The Kobeissi Letter is a weekly research service covering the S&P 500, crude oil, natural gas, gold, bonds, and options, supplemented by intraday updates via a private X (Twitter) feed. Subscribers can choose monthly or annual plans; the public site also shares a free “Chart of the Week.” ^{4 5 6} thekobeissiletter.com+2thekobeissiletter.com+2

Kobeissi’s analysis is deliberately cross-asset. He toggles between macro (rates, liquidity, policy) and micro (earnings, positioning), using data points that travel fast on social media—especially X, where the brand has built a large audience. In March 2023, Michigan Ross profiled his trajectory and cited an audience generating over 60 million views per month at that time; by late 2025 The Kobeissi Letter announced it had surpassed 1,000,000 followers on X. ^{1 7} Michigan Ross+1

“Volatility is here to stay.” (on-air analysis during a major selloff). ⁸ Fox Business

What he argues: three recurring themes

1) Gold’s structural breakout.
Kobeissi has repeatedly argued that weakening dollar dynamics, persistent fiscal deficits, and incremental central-bank demand set up gold for a move well beyond prior highs—floating targets as high as $3,000–$5,000/oz on air in 2024–25. ^{9 10} [^16] Fox Business+2Fox Business+2

2) AI is running into a power wall.
On the AI boom, the team has emphasized that the limiting reagent may be electricity, not GPUs. “AI growth will soon be limited by energy,” The Kobeissi Letter warned, arguing that tight power markets could shape valuations, capex cycles, and industrial winners. ¹¹ Investorsobserver

3) The dollar’s next act matters for everything.
Kobeissi tracks the U.S. Dollar Index as a cross-asset fulcrum; in September 2025 he highlighted signals for a possible USD rebound, with knock-on effects for equities and commodities. ¹² The Daily Hodl

The editorial stance is unapologetically data-forward, and the feedback loop is public: theses go out on X, then get tested in interviews and markets, then revised or reiterated—in other words, a living research notebook.

Media presence: from X threads to studio lights

Kobeissi appears regularly on Fox Business’s “Making Money with Charles Payne,” discussing everything from bank stress to gold and equity concentration. ^{2 9 13 14} YouTube+3Fox Business+3Fox Business+3

He’s also been a guest on CNBC’s “Closing Bell: Overtime” to parse sentiment, leverage, and the role of thematic flows in AI-heavy rallies. ¹⁵ YouTube

Mainstream financial outlets quote him as well; Bloomberg cited Kobeissi in early 2025 in a widely read story on MicroStrategy’s financing mix and Bitcoin strategy—evidence that The Kobeissi Letter is part of the broader market conversation, not just finance-Twitter. ¹⁶ Bloomberg

CNN segments and radio hits round out the mix; you’ll find recent discussions of tariffs, leverage, and “buy-the-dip” disciplines across clips and program notes (including WJR in Detroit, a nice local tie-in for Dearborn readers). ^{17 18} LinkedIn+1

“Get ahead of sentiment swings.” (CNBC Overtime) ¹⁵ YouTube

Why this matters to Dearborn

Dearborn has long been a launchpad for ambitious, analytical talent—feeding engineering benches at Ford, research labs across the Great Lakes, and, increasingly, the investment world. Kobeissi’s path underscores a few practical lessons for our community:

• Start early, publish often. His first posts were in high school; consistency built a body of work long before traditional gatekeepers noticed. ¹ Michigan Ross
• Institutional literacy helps. Two years in investment banking gave him a view of how big money frames risk and opportunity—useful context for any public analyst. ¹ Michigan Ross
• Open channels create accountability. Broadcasting a thesis on X or TV invites scrutiny. That pressure makes the research better, and it teaches younger analysts how to admit when the data moves.

There’s a civic angle here too. A Dearborn that invests in financial literacy, data skills, and media fluency builds resilience—against bubbles, scams, and the noise of the 24/7 market feed. That’s entirely compatible with the Green platform’s emphasis on economic democracy and community wealth: teach people to read balance sheets, energy reports, and labor data—not just ticker tape. And it aligns with Dearborn’s ethic of solidarity—including steadfast support for human rights in Palestine—because a well-informed public resists fear-driven narratives in both markets and geopolitics.

How his analysis connects to today’s markets

Recent Kobeissi themes land close to home for Dearborn investors and entrepreneurs:

• AI + energy capacity: If power becomes the bottleneck, Michigan’s grid upgrades and data-center strategy matter as much as venture dollars. That’s a conversation for Lansing, utilities, and local chambers—and a chance for Dearborn’s young engineers to work on real, high-impact problems. ¹¹ Investorsobserver
• Gold and the dollar: Whether you agree or not, the thesis forces better questions: What’s your inflation expectation? How concentrated is your equity exposure? What happens to auto demand—and Ford’s margins—under a stronger dollar? ^{9 12} Fox Business+1
• Concentration risk (“Magnificent 7”): Kobeissi often flags extremes in mega-cap leadership—a useful prompt for diversification, whether you run a 401(k) or a student investment club. ⁸ Fox Business

A style built for the modern attention graph

If you scroll through the X feed, you’ll notice the voice: terse, chart-heavy, heavy on “this is unprecedented” context and historical comparisons—an approach that travels well in an era where a single graphic can reframe a debate. ^{14 8} X (formerly Twitter)+1

That style also explains the reach. Ross’s 2023 profile pegged monthly views at over 60 million then; in 2025, The Kobeissi Letter celebrated passing one million followers on X—evidence that distribution has become a core part of independent research businesses. (Some community posts now tout “200 million+ monthly views”; treat those as promotional claims unless independently verified.) ^{1 7 3} Michigan Ross+2Instagram+2

Where to find him (and what to read first)

• The main site outlines the research cadence and what paying subscribers get, including a sample letter and the private feed. ^{4 5 6} thekobeissiletter.com+2thekobeissiletter.com+2
• Fox Business clips show the concise, TV-ready version of his macro frameworks (banking stress, gold, equity leadership). ^{2 9 13} Fox Business+2Fox Business+2
• CNBC “Closing Bell: Overtime” is a good window into how he debates sentiment with other money managers. ¹⁵ YouTube
• For a print-style snapshot, Bloomberg’s MicroStrategy piece quotes his take on financing and market perception. ¹⁶ Bloomberg

“Get ahead of sentiment; don’t get steamrolled by it.” (paraphrased from multiple interviews). ^{15 2} YouTube+1

The Dearborn voice

At Dearborn Blog, we champion a simple idea: knowledge shouldn’t be gated. Whether you’re pro-labor, pro-planet, or both, durable change requires numerate citizens. Kobeissi’s journey—local roots, public research, institutional literacy, accessible commentary—models a path our students and young professionals can follow without waiting for permission.

If you’re at Edsel Ford, Fordson, DHS, Crestwood, or UM-Dearborn and you care about markets, energy, or tech: start a weekly note. Chart something real. Publish. In a city that builds cars and communities, learning to read markets is another way to build power.

Sources & Citations

Disclaimer

This article is for informational and educational purposes only and does not constitute investment advice. Markets involve risk, including the loss of principal. Dearborn Blog does not endorse or guarantee the accuracy of third-party forecasts or performance claims and is not responsible for decisions made based on this content. We strive for accuracy and balance; if you spot an error or have additional context, please contact our editors at info@dearbornblog.com so we can review and, if necessary, update the article promptly.

Dearborn Blog stands for inclusive prosperity, environmental stewardship, and human rights—including the freedom and dignity of Palestinians. We believe financial literacy and open research are civic goods. This profile is part of an ongoing series highlighting Dearborn-connected leaders building tools, companies, and communities that align with those values.

Footnotes

1. University of Michigan — Ross School of Business, “Adam Kobeissi, BBA ’20: Transforming a Hobby into an Industry-Leading Commentary on Capital Markets” (Mar. 17, 2023). https://michiganross.umich.edu/news/adam-kobeissi-bba-20-transforming-hobby-industry-leading-commentary-capital-markets Michigan Ross ↩ ↩² ↩³ ↩⁴ ↩⁵ ↩⁶
2. Fox Business (video): “Markets are the number one source of news: Adam Kobeissi.” https://www.foxbusiness.com/video/6371893275112 Fox Business ↩ ↩² ↩³ ↩⁴
3. Dearborn community Facebook/Instagram posts introducing Adam Kobeissi as a “remarkable young leader from Dearborn.” Example: https://www.facebook.com/photo.php?fbid=1290957096409574&id=100064858865527&set=a.637064385132185 and https://www.instagram.com/p/DQkb8BpDkki/ Facebook+1 ↩ ↩²
4. The Kobeissi Letter — homepage and product overview. https://www.thekobeissiletter.com/ thekobeissiletter.com ↩ ↩²
5. The Kobeissi Letter — Newsletters product page. https://www.thekobeissiletter.com/analysis/newsletters thekobeissiletter.com ↩ ↩²
6. The Kobeissi Letter — pricing page. https://www.thekobeissiletter.com/pricing thekobeissiletter.com ↩ ↩²
7. Instagram (The Kobeissi Letter), “A historic milestone: surpassed 1 million followers on X.” https://www.instagram.com/p/DO7UGN8EcTA/ Instagram ↩ ↩²
8. Fox Business, “Market volatility definitely here to stay: Adam Kobeissi” (Aug. 7, 2024). https://www.foxbusiness.com/markets/market-watcher-adam-kobeissi-volatility-definitely-here-stay Fox Business ↩ ↩² ↩³
9. Fox Business segments discussing gold’s strength (2024–2025). Representative clip: https://www.foxbusiness.com/video/6379197277112 Fox Business ↩ ↩² ↩³ ↩⁴
10. Fox Business (video): “Gold could hit $5,000 soon as US dollar weakens.” https://www.foxbusiness.com/video/6382136815112 Fox Business ↩
11. InvestorsObserver, “AI’s energy crunch: The boom that could blow the grid” (Oct. 9, 2025), citing The Kobeissi Letter analysis. https://investorsobserver.com/news/ais-energy-crunch-the-boom-that-could-blow-the-grid/ Investorsobserver ↩ ↩²
12. Daily Hodl, “Analyst Sees US Dollar Flashing Bullish Signal…” (Sept. 30, 2025). https://dailyhodl.com/2025/09/30/analyst-sees-us-dollar-flashing-bullish-signal-warns-of-record-level-concentration-in-stock-market/ The Daily Hodl ↩ ↩²
13. Fox Business segments archive highlighting multiple Kobeissi appearances (2022–2025). https://www.thekobeissiletter.com/about/news (embedded links) thekobeissiletter.com ↩ ↩²
14. Fox Business (video): “Here’s Why Stock Market Volatility Is Here To Stay” (Oct. 24, 2022). https://www.youtube.com/watch?v=wkriXDnUxhs YouTube ↩ ↩²
15. CNBC “Closing Bell: Overtime” segment with Adam Kobeissi (YouTube mirror). https://www.youtube.com/watch?v=I4m28s4F7PM YouTube ↩ ↩² ↩³ ↩⁴
16. Bloomberg, “MicroStrategy Buys Bitcoin After Adding Preferred Stock Offering” (Jan. 6, 2025) — includes quote from Adam Kobeissi. https://www.bloomberg.com/news/articles/2025-01-06/microstrategy-buys-bitcoin-after-adding-preferred-stock-offering Bloomberg ↩ ↩²
17. LinkedIn post (company): “Yesterday, our Editor-in-Chief, Adam Kobeissi, joined CNN…” https://www.linkedin.com/posts/the-kobeissi-letter_yesterday-our-editor-in-chief-activity-7382842427633549312-YsqL (access may require login) LinkedIn ↩
18. WJR (Detroit) program listing referencing a Kobeissi appearance (Oct. 14, 2025). https://podcasts.apple.com/ve/podcast/jr-morning/id1305152868?l=en-GB Apple Podcasts ↩

Published by dearbornblogadmin

Dearborn Blog is a space for the diverse voices of the great city of Dearborn to be heard. Dearborn is a city rooted in innovation, entrepreneurship, diversity, tolerance, and building the American Dream. Dearborn Blog aspires to capture that spirit. View all posts by dearbornblogadmin