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Trump on the defense prime contractors focusing on Wall St instead of production : "We’ll be discussing executive pay, dividends, CapEx and buybacks. I don’t want them buying back their stock. I want them putting the money into Plant and Equipment." >> this is a pretty BIG deal for 2026..most likely.. At President Trump’s direction, the Treasury Department is utilizing all tools to stop terrorist cartels, drug traffickers, and human smugglers. This sweeping operation examining U.S. money services businesses along the southwest border will help root out potential cartel-related money laundering from the U.S. financial system All-In Interview: Treasury Secretary Scott Bessent! (Thread-interview-well worth it) Markets : BofA proprietary Bubble risk indicator (thread), Trump building battleships now (bigly bigger than ever), iconic Saks considering bankruptcy, precious metals.. 'what else', JPY strengthen a little, beware.. (very short JPY positioning and interventions chatters ahead of 157-160 USDJPY), RBA minutes show upside risk to inflation (HUGE res levels AUDUSD around 0.6700 area... with risk and commods into next year! one has to wonder why AUD is still so weak..), SPX500 to re-test close to 200WMA (Thread) - for a generational buy opportunity !, Apollo 2026 outlook (Thread) >>>> USDollar softer into year-end..., in some or many way, the higher US debt goes, the higher asset prices must rise (GOLD, precious metals, hard assets, quality equity etc), fiscal austerity is not an option these days (even BoJ recently wanted to run it hot..), must inflate the debt away or be crushed.., industrial metals and commodities will/should be next in 2026, certainly a huge focus going into next year.. Trade : |   China to impose duties of up to 43% on certain EU dairy products as trade tensions ratchet higher Geopolitics : Trump said talks between Moscow and Kyiv are going “OK.” Separately, Fitch lifted Ukraine’s score from selective default after the nation announced creditors agreed to an exchange of its growth-linked debt into conventional bonds, The US and its allies are renewing their push to hold a conference on Gaza reconstruction, with Washington and Egypt among potential venues Investment-grade borrowers have issued $1.7tn of bonds this year, closing in on 2020s Covid debt rush, stoked by a rush of borrowing to fund AI. (FT) The All-In Podcast on X: "All-In Interview: Treasury Secretary Scott Bessent! -- 2025 economic recap -- What to expect in 2026 -- Fixing the Fed -- Tariffs for national security leverage -- Solving affordability (0:00) Treasury Secretary Scott Bessent joins the show (0:55) Recapping 2025 and the https://t.co/jE7Bb3ieNZ " / X “I called the Fed 'the engine of inequality' and someone said to me, ‘Well, do you believe that the Fed is responsible for economic equality in the system?’” “And I said, ‘Absolutely not. That is not one of their mandates, but they shouldn't be exacerbating it.’” >>> agree or not, worth listening again... basically.. Bessent is the 1st Treasury Secretary in 50+ years, that is reordering 3 main things that interact with each other 'markets, money and power'...rather than follow consensus..tariffs, Reagan-like tax policy, supply side economics and full on control of the FED effectively... The largest battleship in the history of the world: US president announces new 'Trump Class' warships AI debt boom pushes US corporate bond sales close to record Larry Ellison puts $40 billion behind Paramount's Warner Bros. bid Saks Fifth Avenue parent mulls Chapter 11 bankruptcy as it seeks emergency funds: report US probes money service businesses along Mexican border as part of fight against illegal immigration Eric Sprott's SHOCKING Portfolio - 2025 Yearly Wrap-Up | Sprott Money John, CMT @ The Rock Trading on X: "There has been no time in S&P 500 history, has it ran more than 30% before pulling back to the 200 Weekly Moving Average. Most recent steep pull backs was Covid Crash, where prices was 23% above the 200WMA. Post Covid, 25%. Tariffs 22%. Current S&P is 27% above the 200WMA. $SPY https://t.co/bHEPrqUOne " / X Seth Golden on X: "BofA proprietary BUBBLE RISK INDICATOR All bubbles have same quality; studies an assets distribution, returns, volatility, momentum, convexity Above .80 = BUBBLE (red line) So far, highest reading for AI boom has been .70; currently .25 BofA will inform me to remove the post https://t.co/M06lmrqdI4 " / X Liz Webster on X: "🇬🇧 Austerity weakened Britain and Brexit cheapened it. 🇬🇧 Now private equity is harvesting the result in a fire 🔥 sale. 🇬🇧 Britain isn’t attracting investment bc it’s thriving, it’s attracting takeovers bc it’s cheap, weakened, and for sale. 🇬🇧 This isn’t confidence in https://t.co/33sTq9I3cv " / X Boring_Business on X: "Apollo Global Management just released their outlook for 2026 Here are a few charts that caught my eye 1/ Restarting of student loan payment is a notable headwind for a sizable portion of US consumers, especially for middle and lower-income households https://t.co/INM1FRH1E8 " / X

Markets : JPY weakness persist despite BoJ hike (long-end softer #duration not good for currency..), Ai related stocks bounced back on Friday and overnight, precious metals MUCH higher again.. (PLAT, PALL, Silver, Gold, and Copper too, worth noting miners have been lagging price action, and for next year it's all about commodities...) , 10year JGB yields have surpassed the 2008 highs, Global money supply is out of control (thread), Farmers revolt across Europe, AI-Big tech.. is the largest valuation gap since the 2000 Dot-Com Bubble >>> low vols, money supply keeping markets hot vs valuations that are too high (nothing really new mind..), mining stocks and commods for next year....FX pretty quietm maybe some USD sales into year-end - let's see Geopolitics : US pressure on Venezuela's oil supply - Ukraine has shifted strategy toward attacking Russia’s oil infrastructure - Iran-Israel tensions continue to rise Sen. Mark Kelly on taxing AI companies that kill jobs, data center revolts, and working with Republicans ERIC SPROTT into 2026: “I probably own 97% of my assets in Gold and Silver. I sleep well at night.” AI debt...there was none, and suddenly $120bn Lukas Ekwueme on X: "The AI bubble is entering its debt phase at record speed. They went from zero borrowing to $120 billion almost overnight. But all that money is meaningless if you can’t get access to the grid. https://t.co/N2l6JDBxA2 " / X The Kobeissi Letter on X: "Global money supply is out of control: Global money supply is now up to a record $45 trillion. This comes as China's M1 money supply has risen to $16.5 trillion, an all-time high. China has driven the majority of global money supply growth this year. China is currently the https://t.co/uiCnYhtcnt " / X And... BofA’s Bull & Bear indicator has moved into Extreme Bullish territory, rising to 8.5 from 7.9 and triggering a contrarian sell signal for risk assets... Holger Zschaepitz on X: "OOPS! BofA’s Bull & Bear indicator has moved into Extreme Bullish territory, rising to 8.5 from 7.9 and triggering a contrarian sell signal for risk assets. Readings above 8.0 have often preceded pullbacks, w/global equities declining a median 2.7% over the following 2mths, w/a https://t.co/dSIuLo21Yk " / X Simply well explained Michael Burry: The AI Bubble is Fraudulent. Gold #1, Silver #2: Why Real Money Will Soon Run the World Once Again! Venezuela denounces Trump's order for ship blockade as 'warmongering threats' - BBC News Trump administration denies cover-up over Epstein files Khanna, Massie threaten 'inherent contempt' charges against Bondi over partial release of Epstein files Zurich fears impact of rumoured UBS move - SWI swissinfo.ch The got bailed out 15y ago, they got CS on the cheap, and now they want to impose themselves on swiss tax payers.. really..? Mark Kelly on taxing AI companies that kill jobs, data center revolts Nike earnings show it's losing China. The stock falls 10% EndGame Macro on X: "The Media Isn’t Really Talking About This, But Farmers in Europe Are Revolting What unfolded in Brussels wasn’t random or emotional noise. It was pressure applied at exactly the moment it mattered. Farmers showed up with tractors as EU leaders met to decide the fate of the https://t.co/7dg9xtu8y4 " / X Global Markets Investor on X: "🔴This is the largest valuation gap since the 2000 Dot-Com Bubble: US technology stocks now trade at their highest valuation premium relative to defensive stocks since the Dot-Com peak. It has rarely been this cheap to own defensive relative to tech👇 https://t.co/ufsjG6EWfU " / X

Markets : The 2-7% U.S CPI was a lie, BoJ hikes 25bps as exp to 0.75% (will hike again in ...6mos time not Jan, in true EMG basket case, JPY weaker and long duration yields higher by another 3-4bps), TikTok deal, Trump Media goes thermonuclear (next US govt will allocate huge deal tothe company..), Europe has a UKR deal (9bn euro, with striogns attached), French farmers in Brussels (anti Mercosur deal), Jack Smith more worring for Trump than Epstein >>> beware late market moves on Venezuela, Epstein news, post OpEx, equity markets holding up, but JGB yields a worry! if/when it leads othe yields higher too, market pushing USDJPY higher towards 160 to test BoJ resolve (risk of verbal interventions from here on), precious metals what else! Geopolitics : Merz : The financial package for Ukraine is in place: Ukraine will receive an interest-free loan of 90 billion Euros as I suggested. This sends a clear signal from Europe to Putin: This war will not be worth it. We will keep Russian assets frozen until Russia has compensated Ukraine Precious metals : very precious they sure are!...GOLD Silver, Platinum & Palladium We largely reached targets for all of them. They all now sit close to important Fibonacci extensions and have had incredible runs - one of the fastest in history TikTok signed agreements with investors including Oracle, Silver Lake and MGX for a new US JV that makes the app majority-owned by American investors (sounds good initially but), and this one is out of this world..plenty of HUGE controvercy behind it, |  The Trump family media group has agreed to combine with Google-backed fusion energy company TAE Technologies in a deal valued at $6bn EU agrees €90bn loan for Ukraine but without using Russian assets - Yahoo News Canada Jack Smith tells Congress he could prove Trump engaged in a 'criminal scheme' to overturn 2020 election Epstein files release deadline ends today: All you need to know That's the risk Trump to announce war with Venezuela? What time is US president's address to nation? Copper price: BHP CEO, investment banks see bull run in 2026 Copper Hoarding | Armstrong Economics US inflation cools to 2.7% in November report likely distorted by government shutdown more like a con job.. tobehonest..saying it mildly... November's CPI report "should not be taken literally or guide monetary policy," says Jonathan Hill, head of U.S. inflation strategy at Barclays Trump reclassifies cannabis to Schedule III, easing weed restrictions No, Trump did not legalize marijuana federally today. But he did move to downgrade how the government classifies it – from a Schedule 1 drug to a Schedule 3 drug – which could pave the way for a broader embrace of cannabis #MJ etf back down again BoJ rate hike: What does the Bank of Japan's interest rate decision mean for the Indian stock market? Trump Praises Waller and Bowman, Says Fed Pick Coming in Weeks Plenty or articles Russian economy goingbankrupt etc, ok europe would say this.. and it's hard to get the facts ! but there you go https://www.reuters.com/business/finance/russia-orders-russian-railways-sell-24-billion-moscow-towers-pay-debts-three-2025-12-18/?utm_source=chatgpt.com British MI6 spy chief to warn of ‘aggressive’ Russia threat in first speech | The Straits Times UBS Plans January Job Cuts to Start Final Integration Year - Bloomberg “…A UBS spokesperson said in response to questions that many of the reductions in headcount will take place over the course of several years, with some coming through early retirement or by not filling vacancies when people decide to leave UBS. The bank will also seek to reassign staff whose current roles are eliminated, the spokesperson said….” Nigel Farage avoids police investigation into election spending Reminder, Paul Marshall still flogging the dead horse that is the Singapore-on-Thames Brexit - the unregulated paradise for hedge-funds that the electorate don't actually want The Brexit implementation fiasco AI likely to displace jobs, says Bank of England governor Trump Media announces merger with TAE Technologies That kind of conspiracy - quite freaky read tbh, when you read that The CEO of the fusion company that Trump Media just announced a merger with, Michl Binderbauer, was on a fusion board with the murdered MIT professor Adam Cochran (adamscochran.eth) on X: "Trumps social media company is merging with a nuclear fusion company backed by Russia… Days after one of the top US nuclear fusion scientists was gunned down in his home…. wtf?!?" / X Farmers 'bewildered and frightened' by inheritance tax reforms | UK News | Sky News Farmers descend on Brussels to protest EU Mercosur trade deal - RFI In Marseille, Macron redeclares war on drug trafficking

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