From X user The Kobeissi lette

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KYHBKO
2025-10-03

From X user The Kobeissi letterInstitutional investors are cashing in gains:

Investors sold -$4.7 billion of US equities last week, driven by single stocks.
Outflows from single stocks rose by $500 million, to -$5.7 billion, making the last 2-week outflow the 3rd-largest since 2008.
This was led by institutional investors who dumped -$3.6 billion, the most since June, after -$1.4 billion in the prior week.
Hedge funds sold -$1.3 billion, posting their 3rd consecutive weekly outflow.
Meanwhile, retail investors turned to buying for the first time in four weeks, at +$200 million.
Wall Street is selling to Main Street again.

Wall Street is exiting by selling to Main Street.
This is not a good sign for 2 weeks.
If there is profits, consider realizing some of the positions.
If there is loss, consider stop loss.
Please do due diligence.

$SPDR Gold Shares(GLD)$
$S&P 500(.SPX)$

Modify on 2025-10-03 22:54

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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JamesWalton
·2025-10-03
Sell off vibes
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- KYHBKO:
  feels like it.
  2025-10-03
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Outflows from single stocks rose by $500 million, to -$5.7 billion, making the last 2-week outflow the 3rd-largest since 2008. This was led by institutional investors who dumped -$3.6 billion, the most since June, after -$1.4 billion in the prior week. Hedge funds sold -$1.3 billion, posting their 3rd consecutive weekly outflow. Meanwhile, retail investors turned to buying for the first time in four weeks, at +$200 million. Wall Street is selling to Main Street again. Wall Street is exiting by selling to Main Street. This is not a good sign for 2 weeks. If there is profits, consider realizing some of the positions. If there is loss, consider stop loss. 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