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France just officially proposed global taxation for the National Budget of 2026 >>> clearly a risk going forward in many countries Markets : Chicago  Fed latest survey of economic conditions, hiring expectations for next year have tumbled and are at lowest since depths of pandemic  (thread and chart), HF's reach $5trn in AUM, Banks led by JPMorgan and MUFG are preparing a record $38 billion debt sale for Oracle-linked data centers, the largest AI infrastructure deal to hit the market, EU leaders stall EUR140bn UKR loan using frozen russian assets, PM Takaichi vows to boost defence budget >>> Eq Futures held gains, shy of ATH's, buoyed by news that Trump and Xi Jinping will meet next Thursday on the sidelines of APEC.. Geopolitics : It looks like both the Russians and Ukrainians are ready to fight until one’s complete peril, bit scary really, Putin not happy with Trump clearly, Venezuela risk also on the increase #warondrugs , and Israel/gaza still in background.. Trump has pardoned Binance founder Changpeng Zhao, whose crypto exchange has been boosting the Trump family’s own crypto venture, WSJ reports, grifters will be grifters....Trump terminates trade talks with Canada Hot momentum stocks : '''the cost of money dictates the value of future dreams and thematic ideas/stocks''' , take OKLO or a Rigetti in the quantum sector, both are LONG duration assets, companies that will most likely be transformational, ok, but they still do NOT generate cash... so when financial conditions tighten, markets required higher returns for this risk (and vice versa..) , and market starts discounting those cash flows that are still years ahead, with a harder view/price.. just about the assumption of for ever liqudiity changes and impact those stocks, greatly and quickly.. Putin directs drills of Russian nuclear forces as his summit with Trump is put on hold Ukraine never uses American weapons to strike distant targets in Russia — Zelensky Trump accelerates tensions with Venezuela — and risks a longer, messier crisis Trump pardons convicted Binance crypto exec Changpeng Zhao PM Takaichi vows to boost defence budget and Japan September inflation edges higher for first time since May Trump cuts off trade talks with Canada over Reagan tariff ad How Belgium’s De Wever derailed the EU’s ‘insane’ €140B Ukraine loan plan – POLITICO Liz Ann Sonders on X: "Per ⁦@ChicagoFed⁩ latest survey of economic conditions, hiring expectations for next year have tumbled and are at lowest since depths of pandemic https://t.co/GVnnua7whP " / X Chicago is a good view of the real economy manuf, logistics, small firms that are all tied to supply chains, (big techs dont care)..tighter conditions, shifting consumer habits, smaller firms feel the squeeze, suddenly they freeze hiring as costs go higher, and clients go quiet.. if wage growth cool next, the FED will he happy about inflation US weekly jobless claims increase, more people collecting unemployment checks, economists estimate | Reuters Quantum computing firms might be Trump's next target for U.S. stake Tommy Vietor on X: "Binance willfully failed to report transactions on its platform by Al Qaeda, ISIS, Hamas and Palestinian Islamic Jihad. But then Trump's crypto company made a multi-billion dollar deal in partnership with Binance, so Trump gave the founder a pardon. Shockingly brazen corruption. https://t.co/3ztXUvrEvL " / X Shocking really.. CN Wire on X: "🇨🇳🇺🇸Hopes for Xi-Trump summit dampened by tough Beijing moves, rising tension: Comment Just a month after U.S. President Donald Trump hailed "progress" in talks with China, the two nations are scrambling to salvage a planned summit of their leaders, now just a week away, trading https://t.co/6MEdgxrIIt " / X Bankrupt Telecom Business Accused of Fraud in Receivables Financing - WSJ YouGov on X: "What tax reforms do Britons say they would support in principle? -Wealth tax: 75% support -Mansion tax: 69% -Exit tax: 60% -Make council tax proportionate to home value: 56% -Pegging tax thresholds to inflation: 52% -Increase employer's NI for foreign workers: 50% -Require https://t.co/diQCWURv6b " / X At least UK retail sales were up last month ! Labour humiliation as Plaid Cymru win Welsh parliament by-election in former stronghold: latest Geely to launch 10 cars in UK by 2030, starting with £32k EX5 | Autocar Hedge fund assets hit a record $5 trillion. What's driving it? The have a sense of humor... ‘Quiet as a whisper’: German firm launches ad campaign after lift used in Louvre heist | Paris | The Guardian

Markets : Trump vs Xi and Putin, got to take it day by day, TACO etc, 'hot' momentum stocks hammered last few days, from quantum, URA, nuclear, rare earths, metals, and Data Center buildout drama is getting a wellness check.. too hot and overbought !... (pretty wild swings, moves, up an down like a yoyo! trigger happy 'market'..) .. Spanish debt to record highs, U.S debt surpasses $38 trillion, Brent jumped past $64 after the US slapped sanctions on Russia’s largest oil producers, Porsche reserve on EV, Roche raises guidance, TSLA (higher costs) and IBM (lower guidance) softer after earnings last night >>> quie volatile tape near highs, one sector or another's weakeness, credit worries, but so far nothing too dramatic really, that all said, if in doubt, buy a hedge or two #VIX , FXland deadly boring, CHF yields in neg territory and EURCHF 0.9250.. , market has little or no interest in FX, till it will have to. WSJ says the administration is negotiating equity stakes —minimum $10M per firm— (pretty small?..MORE insiders..classic..).. in IonQ, Rigetti, and D-Wave, led by Commerce using reallocated CHIPS R&D funds. It mirrors recent federal equity moves (e.g., Intel grants-to-shares), tying support to taxpayer upside Geopolitics : Trump says he’ll raise China’s Russian Oil purchases with Xi Trade : U.S considers broad software curbs on China-WH (seems totally nuts.. will be TACO'ed..) India unleashes Silver as Bank Collateral with 10:1 Gold-Silver Ratio, boosting Global Money Role China’s rare earth exports dropped -31% MoM in September, to 4,000 tonnes, the lowest since February BoE 's Bailey warned that the collapses of US firms First Brands and Tricolor could be "canaries in the coal mine" potentially signaling systemic risks >> we got PrimaLend yesterday filing for bankruptcy (auto lender) The US military has already been outsourcing its wars for decades to mercenary companies. Now it's privatizing the land, infrastructure, & assets it owns , selling them to private equity firms. The oligarchy is stripping the copper out of the proverbial wire of the US government!! Pete Hegseth gets rocked by CAREER DESTROYING news as "top military commanders" leak to the press that he has lost their "trust and respect" thanks to his "grandstanding" and ranting about "f*cking haircuts." The Silent Consolidation: How Fed Policy and the CRE Crash Are Strangling America’s Local Banks/Thread Why not I suppose...This looks like the new 21st centruy communism... The Kobeissi Letter on X: "The Trump Administration Now Owns: 1. Potential equity stake in IonQ, D-Wave, and Rigetti Quantum Computing 2. 10% equity stake in Intel, $INTC 3. 15% equity stake in MP Materials, $MP 4. 10% equity stake in Lithium Americas, $LAC 5. 10% equity stake in Trilogy Metals, $TMQ" / X India Makes Silver Bank Collateral with 10:1 Gold-Silver Ra | The Jerusalem Post EndGame Macro on X: "The drop in Switzerland’s 2 year yield back into negative territory is a clear signal about how markets see the global cycle turning. When short term government debt in a country like Switzerland trades below zero, it’s telling you investors are more worried about preserving https://t.co/rCi4ntRb3S " / X Treasury Sanctions Major Russian Oil Companies, Calls on Moscow to Immediately Agree to Ceasefire | U.S. Department of the Treasury US national debt tops $38 trillion for the first time; each American's share exceeds six figures - The Economic Times US army taps private equity groups to help fund $231b revamp Oil Jumps as Trump Steps Up Pressure on Russia With Sanctions Spanish Public Debt Grows at Rate of 4.7% and Sets Historical Record: €1.699 Trillion | The Corner Tokyo stocks fall in morning amid US-China trade tensions - The Mainichi Parliament stalls EU’s first effort to simplify rules for business – POLITICO Apple approaches $4 trillion market cap after iPhone 17 debut Roche raises guidance even after weak dollar weighs on sales Porsche shares slide after EV launch delay and altered profit outlook Q3 earnings: Wall Street just put Tesla in drive-assist mode IBM Q3 2025 earnings report Oklo stock sinks 25% as nuclear dream meets harsh reality The Kobeissi Letter on X: "BREAKING: China’s rare earth exports dropped -31% MoM in September, to 4,000 tonnes, the lowest since February. This marks the 3rd consecutive monthly decline. YTD exports have risen +13% YoY, but the data does not yet cover China’s newly expanded export controls introduced https://t.co/StfCugVqlM " / X EndGame Macro on X: "The Silent Consolidation: How Fed Policy and the CRE Crash Are Strangling America’s Local Banks The tightening pressure small and regional banks are facing today is the delayed consequence of deliberate policy choices made during and after the pandemic. The Fed controls reserves https://t.co/nYPyEJlTfM " / X

Germany’s banks democratize private equity for retail clients, similar moves in the U.S this feels so late cycle.. Markets : Gold, talked about it oftenenough, was ''overbought short-term... ''still'' under owned long-term'' , so here we are a better opportunity long-term (other metals too..).., Trump signals meeting with Xi isn’t guaranteed  ( will any of them blink first or it goes all wrong after Nov 1st deadline? china got the upper hand on rare earths, and won't fold on national pride..Trump pushed again on 155% tariffs..1st Nov..), UK inflation holds steady, JPN's new PM preparing large economic stimulus to tackle inflation, JLR hack 'is costliest cyber attack in UK history', BoE “private credit boom and the subprime debt crisis” parallels (early but not wrong..) >>> overall few cracks appearing, precious metal selloff (largest in longtime- TOUGH back to where we were 1 week ago..), BTC and crypto struggling, private equity, credit issues popping out, Equity indexes on hgihs but underneath doesn't look all that healthy, consumers struggling with higher prices and global de-globalization, onshoring etc and higher costs.. things can swing quickly in Q4, beware nasty sharp pullbacks in owned positions.. never hurts to have a hedge on in Oct-Dec time #tighter liquidity conditions underneath Geopolitics : Trump said he doesn’t want “a wasted meeting” with Vladimir Putin . European nations and Ukraine are said to be drafting a 12-point plan to end the war along current battle lines, crude a little higher (reserve built up), its on, off, on, ... Trade : India to cut Russian oil purchases, U.S. to slash tariffs as they near trade deal Trump administration plans new probe into global drug pricing, FT reports ASMZN is aiming to replace 600K U.S. jobs with robots by 2033 US pushing Private Equity onto Pensioners & now German Banks dumping on Retail, this feels so late cycle.. Oil rises in early Asian trade, buoyed by the U.S. Energy Department’s plan announced Tuesday to buy 1 million barrels for the Strategic Petroleum Reserve. (WSJ) GOLD ..overall long-term factors supporting gold will remain , CB demand, fiscal expansion, diversification needs from investors, stay valid long-term, let alone USD downside eventually, low yields Why Europe is building a $11bn New Tunnel through The Alps / Video Trump threatens China with 155% tariffs, hints at potential trade deal with Xi Jinping - US News | The Financial Express Exclusive: Japan's new PM is preparing large economic stimulus to tackle inflation, sources say | Reuters This is SO late cycle .. German retail banks pitch private equity funds to small-scale investors | Business Post Rare earths: China responds to U.S.-Australia critical minerals deal '''overbought short-term, uinder owned long-term''... so here we are now Gold, silver extend rout after massive sell-off as rally loses shine | The Straits Times Gold and Silver reset What it means for long-term investors in miners | Saxo Bloomberg on X: "The Bank of England warned of parallels between the $1.7 trillion private credit boom and the subprime debt crisis, as UK officials confirmed plans to subject the market to stress tests https://t.co/6CC8yeNNZo " / X India, U.S. near trade deal with major tariff cuts, reduced Russian oil purchases OpenAI Unveils AI Browser 'ChatGPT Atlas' To Compete With Google Netflix grows revenue 17% in Q3 as ads gain ground Amazon Memos Point To Robot Takeover — 600,000 Jobs Could Vanish (UPDATED) Novo Nordisk's top investor seizes board control in weight-loss drug battle VW says production pauses planned, denies chip crunch as reason | Reuters JLR hack 'is costliest cyber attack in UK history' Brenner Tunnel - 11 minutes video - pretty impressive facts ! Why Europe Is Building A $11 BILLION New Tunnel Through The Alps EndGame Macro on X: "Plugging the New Money into the Old Core In plain English, Waller just said the Fed wants crypto born payment tech (stablecoins, tokenization, smart contracts) inside the U.S. payments tent. He floated a payment account, basically a skinny version of a Fed master account with" / X

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