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Trump has put a sticker price on the American Dream: $1 million 'Gold Card' - why not.. Markets : FED thinks U.S economy losing jobs, Time magazine has been one of the best contrarian indicator over the years... (see below), China has now bought Gold for 13th consecutive months, Powell thinks the US drastically overstating jobs numbers, Oracle's big AI dream is freaking out WallStreet (CDS 3y highs. .., data centres spending), now even Broadcom comes up with 'fake' earnings, Indiana Republicans didn't just blow off President Trump today in the 31-19 state Senate vote rejecting a mid-cycle redistricting, they embarrassed him , US Jobless Claims Jump by Most Since 2020 After Holiday Drop >>> signs or talks of QE, metals take off, SILVER magic, risk overall loving lower rates, slightly softer USD, but metals, hard assets the real story Trade : Going to America soon ?... (check what you'll need below..incl DNA..) Geopolitics : Trump Says Ukraine Is Losing the War. Officers on the Front Line Disagree. Kyiv’s military faces major challenges against Moscow’s massive army, but analysts say a Russian breakthrough is highly unlikely, Trump pushing for 'free economic zone in Donbas', Zelenskiy floats referendum over territory as US seeks deal, U.S to seize more oil tankers off Venezuela.., The European Union has triggered Article 122 to indefinitely immobilise the assets of the Russian Central Bank, worth a whopping €210 billion (thread - this seems like a big deal) Is JPMorgan hoarding silver? Here’s what it means as reports claim the bank has been stockpiling the precious metal Investors are now paying 26x peak S&P 500 earnings, highest valuation since 2000 and over 50% above the historical median. A decade ago this same ratio was at 17... The Unfunded Fortress: Bitcoin’s $600 Billion Security Experiment Has Never Been Attempted . Why declining energy costs cannot save a security model built on game theory that no proof-of-work network has ever proven to work Apollo moves fast-growing lending unit out of storied buyout division. CEO Marc Rowan has said private equity is no longer the $900bn group’s growth driver. (FT) The Fed thinks the U.S. economy is actually losing jobs Fed Chair Jerome Powell says U.S. may be drastically overstating jobs numbers US Jobless Claims Jump by Most Since 2020 After Holiday Drop Indiana GOP rejects Trump’s map in major blow to his gerrymandering push - POLITICO Zelenskiy floats referendum over territory as US seeks deal JPMorgan silver hoard signals historic surge: Is JPMorgan hoarding silver? Here’s what it means as reports claim the bank has been stockpiling the precious metal - The Economic Times “Synopsis JP Morgan is making a historic silver bet. The bank now holds over 750 million ounces of physical silver, adding 21 million ounces in six weeks. It exited 200-million-ounce paper shorts, leaving zero short contracts for the first time. Physical supply is tightening as the U.S. Mint reports coin shortages. COMEX open interest is 244% of registered silver, lease rates near 30%, and 169 million ounces moved to non-deliverable vaults.” Oracle's big AI dreams are freaking out Wall Street Now Broadcom fake earnings ... Broadcom’s Earnings: Singing ‘Deck the Halls’ While The Data Sings 'Not Like AI Boom At All' President Donald Trump puts $1 million sticker price for 'Gold Card' residency Jorge Liboreiro on X: "The European Union has triggered Article 122 to indefinitely immobilise the assets of the Russian Central Bank, worth a whopping €210 billion. I explain what just happened and why this is such a big deal for Europeans. 🧵 Long thread. https://t.co/h8XYOKN7PQ " / X Portugal hit by severe disruption in first general strike for 12 years The Unfunded Fortress: Bitcoin’s $600 Billion Security Experiment Has Never Been Attempted Apollo moves fast-growing lending unit out of buyout division Bob Elliott on X: "This is Your Mind On QE Fantasies from large scale QE are everywhere this morning when similar dynamics just months ago during the debt ceiling period shows this Fed T-bill buying will almost certainly be dead money. https://t.co/XWkR3nvLsB " / X GOOD point ! Time magazine's timing usually best contrarian indicator! Do we sell, short MAG7 ??? Jim Bianco on X: "TIME Magazine's Person of the Year (PoY) is "The Architects of AI." PoY has a long history of being an excellent contrarian indicator when it has an investment theme. Q for @donnelly_brent Do we: Sell the Mag 7 Short the Mag 7 * Steal Money to short the Mag7 on leverage https://t.co/VeiesW9WT1 " / X Are you doing it ? ...it might stop a few going to the world cup ! DNA, social media and family history: What US authorities could demand you hand over at the border | The Independent StockMarket.News on X: "China's central bank just announced its thirteenth consecutive month of gold purchases. They 30,000 troy ounces in November to bring its official reserves to a record 2,305 tonnes valued at roughly $311 billion. These reserves now represent 9.3% of China's total foreign https://t.co/Mly8rvuEIF " / X Why is Trump going after Venezuela? Three big reasons

Markets : the US just changed the rules of Oil warfare?.., FED as expected but big division on future direction, on pause now, market loved the$40bn monthly purchase of TBills, it is NOT really QE (it's reserve management), Oracle down sharply (all that debt..!), Japan is hitting the debt endgame as bond yields soar to a 40 year high, SILVER $62 'what else'.. key take aways below/SAXO, tourists may avoid USA now.. just ahead of the World Cup..hummm >>> blow-off top, double top #SPX500 around 6900 area and right back down #QQQ similarly, early days, BUT watch out for a decent risk of a correction now (particularly after VIX expiry..), whole market long risk, Dec liquidities or lack of potentially etc...beware! stay sharp, before this FED meeting, we have reduced risk for clients on this rally and are awaiting better levels to step-in the single stocks targeted, valuations a little too rich, and bond market curves a worry Trade : Mexico approved wide-ranging tariffs of up to 50% on China, broadly aligning itself with US efforts to tighten trade barriers against Beijing, Geopolitics : US bombers join Japan jets after China–Russia drills (everyone chosing their side..), Trump also threatened the president of Columbia, U.S seized a sanctioned oil tanker in Venezuela, the US just changed the rules of Oil warfare (thread), let's call it next level piracy, new foreign policy ? might have to do with China's refinery in the Caribbean..(thread) Trump think 6G will improve his camera pixels.. SILVER ''from monetary hedge to industrial powerhouse' Switzerland REJECTS Palantir Software Indiana Senate set to vote on congressional redistricting, key for today #ORCL $127 in debt, $25bn due within 3 years, free cash flow negative, reported approx $12bn over past 12mos..not expected to ne cash flow positive before 2028... and P/E is still near 40 Trump's DOJ is dropping FIFA corruption case after he got a FIFA 'peace prize'.. natch Top Economist Mark Zandi has a new recession warning Takeaways: Powell says the Fed has delivered enough rate cuts for now Fed cuts interest rates, signals pause going into 2026 Fed to launch $40bn debt-buying scheme after money market strains Monetary policy assessment of 11 December 2025 Congress approves new tariffs on goods from China and non-FTA countries Unemployment rate remains at 4.3% | Australian Bureau of Statistics Foreign tourists could be required to disclose 5 years of social media histories under Trump administration plan Shanaka Anslem Perera ⚡ on X: "BREAKING: The US Just Changed the Rules of Oil Warfare At 6am today, US forces boarded the Skipper off Venezuela’s coast. 1.1 million barrels seized. Two helicopters. Twenty operators. Zero resistance. This is not about one tanker. The Skipper was sanctioned in 2022 for https://t.co/R6XrZoZhIF " / X Silvers breakout year From monetary hedge to industrial powerhouse | Saxo SILVER - Key takeaways Silver has more than doubled in 2025, reaching a new all-time high near USD 60 on a rare alignment of monetary, structural and physical-market forces. Tight supply, price-inelastic industrial demand and policy-driven dislocations have amplified the rally well beyond what gold alone would normally justify. For manufacturers of solar energy, electric vehicles, AI and datacentres, silver is essential but represents a relatively small share of total production costs. Running out of supply is not an option. Looking ahead to 2026, the bullish case remains intact but faces some risks, not least from policy reversals, relative valuation and a potential cooling in AI-driven demand AND India opens $177 billion pension pool to wider investments - Pensions & Investments BREAKING: Switzerland REJECTS Palantir.. | Pravda Switzerland - Switzerland News | VK US bombers join Japan jets after China–Russia drills | News.az Oracle stock is plunging despite new commitments from Nvidia and Meta. Here's why. $127 in debt, $25bn due withiin 3 years, free cash flow negative, reported approx $12bn over past 12months...and not expected to bs FCF before 2028... and P/E is still near 50.. US seizes oil tanker off the coast of Venezuela, Trump says Indiana Senate set to vote on congressional redistricting - Axios Indianapolis Trump wants kids to own fewer dolls. Toymakers are worried US prosecutors seek to abandon soccer TV rights corruption case FactPost on X: "Trump: So we're into 6G now. Yeesh. I was a leader on 5G, getting that done. What does that do? Give you a little bit deeper view into somebody's skin? I like the cameras of the old days. https://t.co/pJhfceEEx0 " / X I mean, honestly...

BRE-JOIN : so the Tory leader now, Kimi openly admits Brexit damaged the UK economy.... quelle surprise..it has gone from “sunlit uplands” to ok right yes yes, it wrecked the place but nations can absorb shocks”.... ah! the whole political class spent close to 10years years gaslighting the public with all sort of nonsense....... Now they quietly concede, suddenly all at once.. (well doubt Farage will ...).... Markets : Trump loosing grip, its over!, big picture, not to say he can't still create havoc! but there you go, GOP members quitting (MTG impact..) >>> So a cut at tonight's FOMC is priced in, more cuts priced in for 2026, what's not priced in you ask ? a hawkish bias....watch that UST yield curve.. Oracle also has its earnings report tonight, FX super quiet, #GBPCHF #GBP should continue to do better in 2026 (BREXON ! no doubt UK will get closer to EU, custom union etc..), metals shining ! SILVER $60+ !!, XPT doing just fine, GOLD steady as XAU/XAG spread narrows.. Trade : ...Just so we’re clear: Trump slaps tariffs on China. China refuses to buy our soybeans. Trump sends $40B of our money to Argentina. Argentina discounts their soybeans, surging sales to China. Trump spends $12B of our money to bailout American farmers. America First!!?...total nonsense Geopolitics : Russian bombers join Chinese air patrol near Japan as Tokyo-Beijing tensions simmer, EU races to bypass Viktor Orbán on Russian assets before summit Anthropic's CEO Dario Amodei: "AI will wipe out half of all white collar jobs and spike unemployment to 10-20% in the next 1-5 years." He's known for being honest (that's why he left OpenAI), it'll be fun they said.. good grief The CEO of Kraft Heinz says: “We now have one of the worst consumer sentiments we have seen in decades." TSLA begging you to buy its cars.. got to meet those emission targets! French lawmakers narrowly approve health care budget, suspending Macron's flagship pension reform “ I’m concerned that a small number of highly educated multi billionaires living on the coasts will be viewed as having created technology that puts millions out of work. This promises even more social and political division than we have now, making the world ripe for populist demagoguery. ” - Oaktree Capital Management LP co-founder Howard Marks Market Quick Take - 10 December 2025 | Saxo Silver Price Forecast 2026: Is This the Start of a Major Breakout? | by Farah Mourad | IG AE Trump thrashes European leaders in wide-ranging interview: ‘I think they’re weak’ - POLITICO GOP House lawmaker retirements complicating midterm path to retaining majority Netflix vs Paramount: Warner Bros.’ bidders brace for a fight that will last months Tesla is basically begging you to buy a standard range Model Y Crude oils uneasy path toward 2030 and the opportunities it presents | Saxo EU races to bypass Viktor Orbán on Russian assets before summit SpaceX reportedly planning 2026 IPO with $1.5T valuation target The $1.5T figure would put value of SpaceX at around 60x its expected 2026 revenue... US backs Japan in dispute with China over radar incident - Nikkei Asia Russian bombers join Chinese air patrol near Japan as Tokyo-Beijing tensions simmer | CNN Fed braces for turbulent 2026 as leadership shake-up looms Donald Trump to pit Kevin Hassett against trio of Federal Reserve chair finalists French lawmakers narrowly approve health care budget, suspending Macron's flagship pension reform China consumer inflation hits near two-year high despite deeper-than-expected producer deflation Trump is no longer doing the job of the presidency. He is in a mad dash to stuff his pockets, as fast as possible with grifts, bribes, and tax payer’s dollars. He knows his time is running out. The staffs know that too, and they’re looting whatever they can Why Donald Trump’s Presidency Is All But Over: James Carville Trump’s niece gives her take on why the president is ‘so needy and so grasping’ | The Independent Come with me to Jacob Rees-Mogg’s house. The Brexiters are rattled – and it shows | Polly Toynbee | The Guardian Mary Trump says she is not afraid of her uncle..'I don't understand people who are afraid of Donald, because he’s so pathetic. I would be embarrassed to be afraid of him,” she said Exclusive: US extracted top spy from inside Russia in 2017 | CNN Politics Anthropic CEO weighs in on AI bubble talk and risk-taking among competitors BREXIT to BREXON - the tide is turning - Farrukh on X: "Al Pinkerton, "A bill to enter negotiations with the European Union to agree a customs union between the UK and the EU" "Businesses know it. The public feel it. It's time this house admits it" "Brexit has been an abject economic failure" "It's choked business investment, https://t.co/RwzUEegM9B " / X Justin Amash on X: "If anyone else wrote something like this, it would be universally acknowledged that the person is mentally unstable. https://t.co/4QWTGME957 " / X Totally unhinged .. A different interview..(so many of them hard to follow really..) Trump just admitted he’s delivering EXACTLY what Putin wants . A reporter tells him the Kremlin praised his new foreign policy. Trump shrugs: “Putin would like to see a weak Europe… and he’s getting that.” Pressed on how “Trump’s strategy” MATCHES Moscow’s goals, he melts: “I have no vision for Europe.” No vision. No strategy. Just giving Putin everything he asked for. Trump isn’t leading the free world. He’s sleep walking right into Putin’s hands.

Pure Value Metrics AG is a Global Equity Asset Manager based in Pfäffikon Switzerland specializing in Trusts PVM provides Global Multi-Family Office Services from Switzerland for International Investors Bespoke Asset Management/Trust platforms - detailed balance sheet & relative value analysis - one of the few Global Asset Managers not to lose money in 2022 On CNBC, Credit Suisse, 8 months before the collapse, even "JAMES BOND", won't be able to save them Click here to watch the video Pure Value Metrics works with a broad selection of Global clients including, Family Offices / UHNWI, Corporates and Private Investors to offer innovative Multi-Family Offices Services, including Trusts with the Geopolitical Security of the assets in Switzerland , Asset Management and Trading solutions. ASSET MANAGEMENT Using our unique relative value based Investment Matrix we build investment portfolio's with superior metrics relative to main stream equity indices Discover PRIVATE BANKING ACCOUNTS Support whilst trading on a choice of industry leading platforms Discover PVM BITs Our daily round-up of Global Macro Market Trends and insightful news topics Subscribe U.S job cuts -153K / FAA cuts flights / GS : -300mio jobs related to AI / Eq market 'cracks' underneath / #NDX #AI OpenAI wants Federal backstop!..bubble about to pop / Supreme court's ruling on tariffs / DB, hedge data centers #Rigetti #OpenAI #PLTR CEO's : toppish signs! / SNAP benefits / 'Liquidity sacarcity', QE/QT/SOFR/repo stuff Featured Content CNBC Interview - August 2022 PVM & Bloomberg on Global Macroeconomics

ASSET MANAGEMENT Pure Value Metrics has defined unique logic in our approach to Asset Management, combining multiple factors in our search to provide long term value for our Clients. We currently have two different Portfolio offerings; firstly our classical Long only Global Equity model (suitable for all investors), and a Multi-Asset Class model, designed to generate additional alpha (suitable for Professional and Institutional clients only). PVM Global Equity Long A Global Equity strategy focusing on quality and suitable for all investors from Retail to Institutional More PVM Multi-Asset Class Value A Multi-Asset Class Value Strategy for Professional Investors More How to Invest with us Presently we only offer discretionary managed accounts with a starting Capital greater than 500k CHF (or equivalent). If you would like to invest with us, express an interest in our listed offering, or for any other questions, please either use the contact button below or write to us directly at info@purevaluemetrics.com Our Investment Philosophy Investment Matrix Fundamental Design In 2015 we developed our dynamic Investment Matrix consisting of six fundamental variables, designed to identify value opportunities within Global Equities. Our Investment Matrix is constructed to identify and establish sustainable value. There are many reasons why that value may also not be sustainable, such as changing consumer requirements or spending more on share buybacks than current cashflow permits, the PVM Investment Matrix reacts to these changes. Algorithmic Processes Systematic Throughout We utilize daily proprietary algorithmic screening, with a high degree of automation to analyze the global equity universe, monitor our Clients' Portfolios, and identify new opportunities. Furthermore, we use algorithmic execution when buying and selling our clients' portfolios, where appropriate. Qualitative Rationale Deeper Understanding Driven by deep analysis of balance sheets and employing further levels of qualitative analysis, results in a thorough understanding of the companies we invest in. We consider factors, such as; the mix of Goodwill and Intangibles to Net Equity, tracking deviations from recognized Accounting Standards and taking a broader view of the global economic landscape. Robust Returns, less Risk Better Together The combination of quantitative systematic analysis, overlaid with qualitative reviews and active management within clearly defined parameters, results in an investment model which is both robust and not easy to replicate. Stable returns are achieved by taking less investment risk, at higher valuations. Investment Process We believe that an uncompromising investment process is a key component in delivering consistent returns. Consistent Systematic Valuation Analysis of Balance Sheet and Global Macro Trends PVM Investment Process

A Multi-Asset Class Value Strategy for Professional Investors PVM Multi-Asset Class Value PVM Multi-Asset Class Value This strategy provides a unique approach to capitalizing on relative value across a wider market, by adding to Equity Long only with principally Precious Metals and Foreign Exchange but can also include a wider range of Fixed Income and Commodities. Based on our Investment Matrix, the strategy begins with a rigorous assessment of macroeconomic trends, industry analysis, and fundamental company research. It emphasizes the identification of key catalysts and market inefficiencies to identify undervalued securities. Investments in Currencies and Precious Metals/Commodities are based on their comparative relative value to Purchasing Power Parity and Production Costs. The strategy emphasizes dynamic portfolio construction, regularly reassessing and adjusting positions based on changing market conditions and new investment opportunities. This adaptive approach ensures the portfolio remains aligned with evolving market dynamics. By employing a disciplined approach to investing, this strategy aims to generate superior risk-adjusted returns in both bull and bear market environments but does have a higher risk profile and hence higher drawdowns, than the Equity Long only strategy. Additional Information Management Fee 0.84% annual (debited monthly) Performance fee 10% high watermark (debited monthly) No withdrawal fees No lock-up periods Suitable for Professional and Institutional Clients only Presentation Button Button Contact