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AI hacking is here / Silver, CME hikes margin - again / Trump sues Powell now / Happy New year to you all xx

  • rmd005
  • Dec 31, 2025
  • 3 min read

  • Wishing you and your loved ones a very Happy New Year! May 2026 bring you health, laughter, and time well spent with the people who matter most. Here’s to new adventures, good surprises, and all the very best for the new year ahead


  • Markets : previous metals wild ride on margin calls, higher CME margin requirements (again) AND Shanghai Gold exchange closed till Jan 5th.. (big bank's chance to bash metals..in some way, higher margin calls make me more bullish metals long-term..), GOLD pretty steady not too far off highs.. Equity markets >> techs, AI 'topping' out into year-end, GO defensive, pick up some commods related stocks, precious metals stocks #SILJ #SIL #GDXJ etc.. on a decent dip, watch out for that early Jan move, bonds fairly steady and USD picking up a little bit of ground

  • AI hacking, mass tech layoffs, American CEOs lost their voice and chose to coy up to Trump

  • Brexit didn’t begin in 2016. It began in June 2003. Britain  didn’t lose the NHS bc of Europe. It lost it bc it walked away from the growth model that could have paid for it

  • And to close the year... Trump threatens to sue Fed Chair Jerome Powell for 'gross incompetence' over costly building renovation





Speeds and scales that human hackers can’t match....make it stop before it's too late.. #regulate #tax





SoftBank just wired $40B to OpenAI.

To fund it, Masayoshi Son sold his ENTIRE Nvidia stake. He admitted he "was crying" while doing it. Here's what no one is telling you about what happens next:

The $40B flows to OpenAI. OpenAI commits $300B to Oracle.

Oracle borrows $108B to build data centers.

Oracle buys $40B in Nvidia chips.

Nvidia "invests" $100B back into OpenAI.

The circle closes. $610B circulating.

Only $40B of new money entered. This is not an investment.









 
 
 

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