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Geopolitics : Venezuela, Greenland ?.. currently a LOT of military activity around-above and in Iran (heavy protest!)

  • rmd005
  • Jan 4
  • 4 min read

  • Markets : Venezuela regime 'change' maybe, Beijing Aegis failed! Venezuela's "strongest air defense in South America" collapsed during US military operations , Putin loses more allies..Syria, Venezuela, Iran ...???..... A LOT OF military activity in-around-above and huge amount of protest going on in Iran currently.... clearly russian population beginning to doubt the narrative..(when propaganda doesn't work anymore..), some ideas of stocks to have a look at (Threads) >>> overall debasement continues, fuels risk overall but beware long positioning overall, USDollar stays weak (Trump wants it weak #AUDUSD got to be in there, together with short USDCNH), if WTI goes to $40 (Trump wants it..), bonds will go bid, big picture market should continue to reduce big Techs and rotate into real assets, solid - quality balance-sheets, commodities, URA, energy etc..precious metals higher overall (overbought short-term and underowned long-term..)

  • Geopolitics : Venezuela (because of Trump's trade war, U.S needs rare earth , heavy crude and Gold..), whos next ? Greenland ? Cuba ?..,North Korea fired two ballistic missiles into the Sea of Japan, power outage in Berlin last 2 days, Iran protests rattling leaders, as Trump threatens to intervene, Trump wants to sell Ven oil to China, in USD (won't happen..), more going on one would suspect....US military transport continue to land in the UK in large numbers..on their way to where next...?...

  • British voters want to be part of EU more than French and Italians, poll reveals

  • Marco Rubio: The U.S. doesn’t need Venezuela’s oil—we have plenty. What we won’t allow is Venezuelan oil being controlled by China, Russia, or Iran. This is the Western Hemisphere, and we won’t let adversaries use it as a base of operations



Iranian forces on high alert following military council meeting.

🚨⚡️BREAKING: The UAE has cancelled all night flights to Iran








The thing is... there are many chatters that Danemark... well might not care all that much , sell it for $50bn ! and move on ? Trump likes to trade... Denmark irritated by top Trump staffer's wife endorsing US annexation of Greenland | Euractiv


The US Dept of War announces investment of over $2 Billion for a US Smelter to process critical minerals such as Silver and more. What will be a $7B+ total build, this is the first such facility since the 1970s to be built to process CONCENTRATES. Currently only dore (higher grade of metal) is refined in the States. This marks a massive move to reshore critical infrastructure.




Philip Coggan: "It is a mug’s game trying to predict the end of a boom with any precision. They last much longer than anyone might reasonably expect. That is true of bull markets, as well as economic advances. The reason is that markets and...














 
 
 

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