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Wishing you a very happy New Year, filled with good health, lasting energy, and renewed strength for everything you want to achieve going fwd, may the coming months (years!) bring you prosperity in your work, stability in your finances, and many moments of peace and joy with the people who matter most to you Trump threatens Iran saying military is ‘locked and loaded’, potentially momentous events happening in Iran, and implication with Iran being a key ally to Putin etc Markets : China going straight to miners and paying $10 over spot for Silver, World economy has never been this indebted: Global debt jumped +$8 trillion in Q3 2025, to a record $346 trillion (Thread), Oil edged higher as OPEC+ members are expected to stick to pause further supply hikes on Jan 4, Trump's pasta tariffs on Italy sharply reduced down, Danish PM stands firm on Greenland, Bulgaria adopts euro, nearly 20 years after joining EU, for me the biggest event in 2025 is that 'ALL experts were wrong about BTC'..all of them... and very few wanted to listen, and see the real trade... namely debasement of currencies/debt pile up leading hard, real, (physical) precious metals prices going up sharply, now the multi decade price suppression stories (JPM and silver etc) is game ON !.. >>> The USDollar should stay weak in 2026, keep an eye on USDCNH (PBOC quietly letting CNH strengthen...), BTC could go to $50K area, other 'alt' coins down 80pct type stuff, banking crisis possible (if not likely, debt, real-estate, silver margins etc), gold 7K, Silver $100-120, XPT 3K, PALL 2.5K, equity 'rotation out of techs into real quality names, sustainable bizz models and miners continues, inflation stays firm overall (higher base) #PLAT #PALL Europe’s indefinite delay of the combustion engine ban has driven platinum and palladium to multi‑year highs in Dec, with further gains likely as stricter emissions rules force higher metal loadings in catalytic converters, especially in developing markets Saks Global just missed a $100M+ interest payment on $5B in debt, This isn’t a merger gone wrong. It’s the first crack in a $400B luxury retail sector that gorged on cheap debt for a decade While the West is all too busy debating silly stuff, that is quite irrelevant to its economy and thus voters, China is cornering the copper, silver, and other markets (Africa's greenfields project are largely back by China, approx 90pct of copper prod wroth over last 10y etc >>> '''control the resources and you can control the the industries''.. Israeli cybersecurity billionaire Shlomo Kramer says "it's time to limit the First Amendment." "We need to control all the social platforms…And take control of what they are saying." U.S. has sharply cut proposed pasta tariffs after a review, Italy says A reminder that tariffs only hurt U.S consumers... Trump threatens Iran saying military is ‘locked and loaded’ Danish PM strikes defiant tone on Greenland in New Year’s speech Bulgaria adopts euro, nearly 20 years after joining EU Big banks' predictions for stocks in 2026 All pretty much bullish.. as long as the 'passive' money stays in it is very hard for the bears China’s wall of cash could prop up its lagging stocks Platinum set for biggest monthly gain in 39 years on EU auto policy boost | Reuters Silver is the new rare earth: What China’s export controls really change Silver Market Shock: CME Margin Hike Signals Bull Market Frank Giustra | China Loves Silver: Déjà Vu All Over Again Silver Price in Tokyo hits $130 per ounce. Guess that's how you spell FOMO in Japanese #SILVER “The "Century of Humiliation" began with a struggle over silver. As that century’s legacy finally recedes, silver is again at the forefront—as an instrument of sovereign strength and a beacon for one of the most asymmetric bets in the commodity space” #theverybigshort Saks Weighs Chapter 11 Bankruptcy After Missing $100M Interest Bill More Americans are blaming the government for rising prices Global Markets Investor on X: "🚨World economy has never been this indebted: Global debt jumped +$8 trillion in Q3 2025, to a record $346 trillion. Is this something we have to worry about? How does this affect the investing landscape? Let’s break this down carefully. (a thread)👇 https://t.co/NOwf6huBxK " / X BRICS News on X: "JUST IN: 🇮🇱🇺🇸 Israeli cybersecurity billionaire Shlomo Kramer says "it's time to limit the First Amendment." "We need to control all the social platforms…And take control of what they are saying." https://t.co/tea7U26wTg " / X Could not agree more !

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 Surging silver and gold slide after CME raises margin requirements Margin calls will do nothing against this Eric Yeung 👍🚀🌕 on X: "A glimpse of 15 kg SGE #Silver slabs selling at the Shuibei (水贝) Shenzhen Luohu District China's premier gold and jewelry hub. https://t.co/mjvzVpxuTR " / X Trump threatens to sue Fed Chair Jerome Powell for 'gross incompetence' over costly building renovation Disrupting the first reported AI-orchestrated cyber espionage campaign \ Anthropic Speeds and scales that human hackers can’t match....make it stop before it's too late.. #regulate #tax How a tax code time bomb fueled mass tech layoffs Trump fired the BLS chief. Argentina has a lesson for him Shanaka Anslem Perera ⚡ on X: "🚨 THE NUMBER WALL STREET DOESN’T WANT YOU TO SEE Global defensive stocks just hit 17% of world market cap The last time this happened? March 2000. Six months before the Nasdaq crashed 78%. Here’s what the smart money is doing while you chase AI: THE SETUP: Consumer https://t.co/s5irFpHnjM " / X Softbank fulfills $40 billion OpenAI backing, sources tell CNBC 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. OPEC+ Likely to Confirm Oil Production Pause, Delegates Say Liz Webster on X: "🚨 NEW: The real sliding-door moment of Brexit 🔥 revealed! 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. That was the moment Britain quietly https://t.co/2F37WK9M8G " / X Chlorinated chicken row as US seeks leverage over stalled UK tech pact - FarmingUK News

Markets : ... SILVER unchanged since Christmas eve... (however up and down well over 10pct last couple of days, a little overcooked short-term, but not necessarily long-term (same old..'under owned' L/T..more below).. same for PALL, PLAT and GOLD to a certain extent.., BTC still heavy, equity markets pretty quiet near highs, FXlala land very little going on (JGB yields divergence with JPY interesting as we start 2026), although USDCNH sub 7 for the first time since 2023 >>> commods, URA, rare earth, metals still the name of the game in 2026.. China war games near Taiwan, and ''Trump's plan'' in UKR-RU faces new obstacles Geoffrey Hinton ''AI job wipe-out just the beginning'', cheering news ! >>>>> Musk says jobs will be “optional.''..., Bill Gates says humans won’t be “needed.”...If there’s no work, no wages, no income, who pays the rent, food, healthcare? .. we all get universal salaries to stay at home ? they better start taxing Ai companies hard to pay for it then.. CHINA WARNS THE UNITED STATES “If you want war, you will get war; if you want to destroy China, you will be destroyed. China will not fire the first shot, but China will not allow you to fire the second shot” — Victor Gao, President of China Energy Security Institute The US is using the collapsed tech/AI deal to force Britain to accept chlorinated chicken and hormone-treated beef "While markets are likely to continue to rise in 2026, valuations are now high across the equity complex in each region compared with history." -GS Oppenheimer US large bankruptcies rose to 717 in the first 11 months of 2025, the highest reading in 15 years. This marks the 3rd-consecutive annual increase Musk warns on record silver prices amid China supply fears Surging silver and gold slide after CME raises margin requirements | AP News Silver Squeeze of 2025: A Matter of Professional Integrity China stages military drills around Taiwan to warn 'external forces' after US, Japan tensions China flexes blockade capabilities near Taiwan on second day of military drills Ukraine war latest: Trump 'very angry' about alleged strike on Putin home - but admits it's 'possible' it didn't happen | World News | Sky News JPY, JGB's Global Markets Investor on X: "‼️The Bank of Japan's balance sheet reduction (QT) is accelerating: Total assets fell ¥61.2 trillion in Q3 2025, to ¥695 trillion, the lowest since Q3 2022 and in line with Q3 2020 levels. This reflects efforts to stabilize the rapidly weakening yen and reduce inflation https://t.co/TzNBy52rGm " / X Meet the newly minted AI billionaires of 2025 Geoffrey Hinton: AI is coming for many more jobs in 2026 IMHO... not so much about Ai, or not only about Ai, more about ''peak AI..'' ... AI job market impact: Layoffs driven by economy, not automation Nvidia takes $5 billion stake in Intel under September agreement Fewer jobs and more unemployment in the Swiss banking sector - SWI swissinfo.ch Chlorinated chicken row as US seeks leverage over stalled UK tech pact - FarmingUK News Hedgeye on X: "Uranium prices surged this year due to constrained supply: The latest EIA report shows U.S. Uranium production falling 44% in Q3. Just six facilities accounted for all U.S. production, with ~63% of total U.S. production coming from one facility in Texas. Uranium supply https://t.co/oFpObb6vuO " / X

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