Site Search

Markets : So clear move from Trump (Musk) propelling crypto higher (this is as close to manipulation as you can get..) and EU defense to Mars! Starmer's fortune swerving back his way, watch his chat for guidance on UKR/US/talks, he is the main mediator, take charge of EU/UK changes, this can be very positive long-term and the U.S admin wanted this development (did they force it..), they probably gambled that they would come up Trump on their Zelensky ambush live on TVee, but it may not turn all their way, #TSLA stock bet gauge for anti american stuff... >>> big rebalancing in world economy coming, historically good for hard assets and not so good for the USDollar (fiscal drag etc), tariffs headlines add to the overall policy uncertainty, clearly. Rotation out of big techs likely to continue Jobs report, crucial retail earnings kick off March trading for investors: What to know this week The world has changed, leaders now do their dirty washing in front of TVee >>> can see UK/EU working has the mediator between US and UKR, and actually get things done with diplomatic approach, at the end of the day, if they all want some sort of peace, they will ALL have to sit down and compromise, ALL of them GS : Trump's honeymoon with the financial markets is over. The US economy looks like it is rolling over. Goldman just "gave up" on their above-consensus view. There are worrying signs in terms of inflation >>> the HUGE tariffs front running bumped US activity in Dec, Jan and parts of Feb...watch out down below now, Atlanta GDP was showing -1.5% on Friday UK, European leaders join forces to draft Ukraine peace plan to take to US, France, Britain propose partial one-month Ukraine truce, Macron tells Le Figaro Trump to set Mexico, Canada tariffs Tuesday, with 25% rate in doubt >>> China May Target US Crops in Tariff Response, Global Times Says – Bloomberg Servers used in Singapore fraud case may contain Nvidia chips, minister says Crypto : never cease to amaze me, how any big announcements (like this weekend) is used to confirm that markets are off to the moon, or Mars! The Swiss National Bank recorded its largest profit ever in 2024 (CHF 67 bn on FX positions and CHF 21 bn on gold), which will allow them to resume dividend payment as well as profit distribution to the Confederation and the cantons (CHF 3 bn), doing god's work.. Jobs report, crucial retail earnings kick off March trading for investors: What to know this week Atlanta Fed GDPNow Sees Economy Shrinking After Friday Data China May Target Crops in Tariff Response, Global Times Reports - Bloomberg UK, European leaders join forces to draft Ukraine peace plan to take to US | Reuters France, Britain propose partial one-month Ukraine truce, Macron tells Le Figaro | Reuters Speaker Johnson Says 'Someone Else Needs to Lead' Ukraine | TIME Zelensky should give in to Trump and commit to ceasefire before Putin, says Mandelson in clash with No 10 | The Independent Europe looks to broker peace for Ukraine after the White House fiasco Bitcoin price jumps to $93K as XRP 'flips' Ethereum by fully diluted value The ByBit Hack: Five things you need to know – The Armchair Trader Inside job !?.. perfectly normal... Bitcoin News on X: "🚨INSIDER TRADING ON TRUMP'S CRYPTO RESERVE ANNOUNCEMENT?! 🚨 Yesterday, a whale went 50x long on BTC and ETH, using just $4M to create a $200M position. He has now closed most of his trades, raking in over $6.8M in a day. His timing? Perfectly aligned with Trump’s Truth https://t.co/IbWT4IBUtO " / X Trump to set Mexico, Canada tariffs Tuesday, with 25% rate in doubt All Bets Are Off: Morgan Stanley Warns Selling Panic Triggers First $40 Billion In CTA Liquidations | ZeroHedge Servers used in Singapore fraud case may contain Nvidia chips, minister says

Market jitters, tariffs, #NVDA top #MA7 top #Cryto top... #MSTR 'ponzi'.. correction as expected + some month-end USD buying, profit taking in risk overall (crypto, eq, momentum stocks mainly..and weaker macro data, NFP next week could be pretty weak - will it get market to talk FED cut ? probably), or you could say the Trump Trade fab came to and end (fiscal tightening 3x3x3 #Bessent deal..) Mark Rutte : Great to talk with DonaldTrump : US & NATO are getting stronger. NATO Allies are moving quickly to invest more in defence. Big increases announced & others to follow. On Ukraine, Allies are preparing billions more in aid + contributions to security guarantees. #AMZN Amazon Web Services announces new quantum computing chip New 'Ocelot' chip uses scalable architecture for reducing error correction by up to 90% and accelerating the development of real-world quantum computing applications, $AMZN  joins $MSFT  and $GOOGL  in the quantum chip space. The post U.S election crypto euphoria looks over, For 10+ years, Bitcoin was viewed as a decentralized HEDGE against uncertainty, but something changed / Thread Elon and DOGE : for years, decades even, Wall Street bankers and economist all been calling for the U.S government to reign on spending and fast, now that Trump/musk are doing it, they won't like it...you can be sure of that Tate Bros Buying Trump's Gold Cards? Trump has just signed an executive order requiring an audit of EVERY NGO which relies on federal funding! REPORTER: "Mr. President, do you still think that Mr. Zelenskyy is a dictator?" TRUMP: "Umm...did I say that? I can't believe I said that. Next question." Trump has signed an executive order where all credit cards held by agency employees will be frozen for 30 days, until Friday, March 28, unless the employee is utilizing the card for disaster relief or other critical services as determined by the agency leader China vows all ‘necessary’ countermeasures to safeguard its interests after Trump’s new extra 10% tariff threat, Tencent releases new AI model, says replies faster than DeepSeek-R1 US regulator flags concerns with State Street and Apollo private credit ETF SEC questions how fund will maintain liquidity and value debt as product begins trading German conservatives, Social Democrats to start exploratory talks on Friday Trump says Mexico, Canada tariffs will start March 4, plus additional 10% on China But then again, maybe not Key takeaways from Keir Starmer's talks with Donald Trump Mohamed A. El-Erian on X: "Bloomberg on US inflation: “Inflation measures that are heating up again include input costs, inflation expectations, and wage growth, with economists warning of upside risks to the inflation outlook.” https://t.co/MoI9jckWK1 " / X Chris D. Jackson on X: "🚨 Wow! A UK reporter just asked Trump if he was going to apologize for calling Zelensky a dictator, while praising Putin who is indeed a dictator. This is how it is done, US press! https://t.co/oN03ma9tGa " / X Silly Q Mr Peston, wrong place, but well answered Starmer China vows all ‘necessary’ countermeasures to safeguard its interests after Trump’s new extra 10% tariff threat - Global Times Exclusive: Chinese banks heed PBOC call to cut dollar deposit rates, say sources | Reuters Tencent releases new AI model, says replies faster than DeepSeek-R1, ET Telecom Bitcoin hits over 3-month low, reversing gains post Trump election For those who wanted some of it, now is time to start accumulating MSTR Is Down 50% From Its Highs. What Does It Mean for Its $43B Bitcoin Holdings? Was always going to end this way... US regulator flags concerns with State Street and Apollo private credit ETF German conservatives and Social Democrats to open exploratory talks Nvidia Stock Q4 Earnings Review: Losing On AI Inference (NASDAQ:NVDA) | Seeking Alpha Amazon's new Ocelot chip brings us closer to building a practical quantum computer Amazon Web Services announces new quantum computing chip New 'Ocelot' chip uses scalable architecture for reducing error correction by up to 90% and accelerating the development of real-world quantum computing applications. Meta plans to release a standalone Meta AI app Poland's president vows to spend 4.7% of GDP on defence this year | Euronews Bob Elliott on X: "The post election crypto euphoria is collapsing. Many have completed a full round trip and even BTC is down 20% from highs. While there are idiosyncratic elements, if past cycles are any indication, these are likely first signs of liquidity drying up across markets. Thread." / X The Kobeissi Letter on X: "Crypto markets in trade wars: Since trade war worries began on January 20th, crypto markets have erased -$800 BILLION. For 10+ years, Bitcoin was viewed as a decentralized HEDGE against uncertainty, but something changed. Why is crypto falling? Let us explain. (a thread) https://t.co/NQiRiD5Be5 " / X Michelle Mone-linked PPE firm evidence to be heard in private, Covid inquiry rules Why...! GOP Rep Proposes New $250 Bill—With Trump’s Face on It Andrew and Tristan Tate on jet to Florida but Romanian prosecutors insist case not dropped - live updates - BBC News US launches 'end DEI' portal for public complaints about diversity in schools | Reuters

Markets : growth scare, US growth definitely slowing (momentum stocks, crypto hit hard vs VALUE and quality names - finally!) , watch jobless CLAIMS and NFP data, if you seriously believe that we are heading towards Bessent's 3% fiscal deficit to GDP (let alone achieving target), then bonds are a raging buy ( 10's UST 3.9-4.%-MS is this way now-at least saying its the risk ) and growthy stocks remain a sell vs value, clearly what we seeing lately, as the actual fiscal tightening required and damage required would be similar to the slowdown we had in 2008.. Trump says he will soon be announcing a 25% tariff on the EU… “generally speaking on cars and all other things” “The EU was formed to screw the US, and they’ve done a good job” ... Trump administration weighs pulling funding for Moderna bird flu vaccine... If Trump is fully committed in cutting the fiscal deficits, basically caring about bonds first (Bessent put on UST's), and thus caring less about the stock market in the meantime (tight fiscal stance) >>> you can be sure of one thing, the market is going to test his resolve Tesla’s sales plunged 45% last month across Europe as customers are now moving to other carmakers, A new document undercuts Trump admin's denials about $400 million Tesla deal, and the Tesla CEO is not particularly interested of being in the office.. Elon Musk, who calls millions of US federal workers "incompetent", says he "accidentally cancelled" Ebola prevention FDIC Ends Disclosing Total Assets of Banks on “Problem Bank List,” as Disclosure Might Suddenly Trigger a “Disorderly Run” ... Inside Job - a must watch when you have time - see link below The Government of Poland Just Called for boycotts of Elon Musk's Tesla car company Peter Navarro, the White House official in the FT story that is allegedly pushing to have Canada kicked out of the Five Eyes, says the story is wrong, and is "crazy stuff." "We would never ever jeopardize our national security with allies like Canada." “Trump Gaza is finally here.” Donald Trump just posted an AI video on Truth Social about the Gaza Strip ! European gas prices slump to two-month low - good news! Ukraine ceasefire, which might result in more Russian gas to Europe  Warmer weather is also reducing gas demand, slowing withdrawals from storage TOP Canadian politician Just urged THREE U.S. states to join Canada and get universal healthcare and NO NRA Scandal over suspected fraud at a Swiss defence firm At least orange juice is about to get cheaper ! Trump holds first cabinet meeting with Elon Musk in attendance 'Is anybody unhappy with Elon': Trump's question draws nervous laughter at Cabinet meeting over Musk's role – Firstpost Trump administration weighs pulling funding for Moderna bird flu vaccine, Bloomberg News reports | Reuters 'Really done Ohio proud': JD Vance's first weeks as VP torn apart in home state newspaper - Raw Story Still the best documentary about The global financial meltdown - a must watch when you have time (90mins) Inside Job (2010 Full Documentary Movie) - YouTube China gears up for Two Sessions, to increase fiscal deficit Taiwan condemns China for conducting shooting drills off its coast | AP News Javier Blas on X: "GAS MARKET: The European Commission is set to signal that it will allow a flexible approach to the pace for refilling gas storage this year while still maintaining its final target of 90%, according to people familiar with the matter — from my colleague @E_Krukowska" / X Jeff Bezos remakes Washington Post opinion page - POLITICO FDIC Ends Disclosing Total Assets of Banks on “Problem Bank List,” as Disclosure Might Suddenly Trigger a “Disorderly Run” | Wolf Street Nvidia warns of competition from China's Huawei, despite U.S. sanctions The Kobeissi Letter on X: "This is incredible: The 2x Leveraged Long MicroStrategy ETF, $MSTU, has dropped 41% over the last 3 trading sessions. The ETF is now down -81% since its November 20th peak. At the same time, the 2x Leveraged Long Palantir ETF, $PTIR, lost -52% over the last 5 days. Leverage https://t.co/6i2PKwguiF " / X Blackrock Bitcoin Fund Loses $420 Million In Value During Seventh Day Of ETF Decline A new document undercuts Trump admin’s denials about Tesla deal : NPR jim rogers: Won’t buy gold, will buy more silver as it is cheaper; when USD goes very high, hope I am smart enough to sell: Jim Rogers - The Economic Times Scandal over suspected fraud at a Swiss defence firm this is so bad Warnings disregarded: Tens of millions disappeared from Ruag - ex-cadres suspected of corruption | blue News

Ukraine official says minerals deal agreed with US Markets : Bessent's implicit 'UST put' gaining traction in markets participants last couple of weeks, if so, good for bonds, but tough for stocks would not like an aggressive fiscal tightening. Growing worries over Trump’s policies (crypto been hammered of late etc), Bessent also said that America's private sector is in recession Over the next 10 years, the GOP budget bill will add over $5 trillion to the deficit as it fails to address revenue holes.. BofA said the Trump put is likely around $SPX  5600-5700, at that level investors may expect fiscal intervention to stop market decline. As MicroStrategy, $MSTR , falls over -55%, many are asking about "forced liquidation." The company now holds $44 BILLION worth of Bitcoin, could they be forced to sell it? Trump Announces $5M Gold Card – How To Buy US Citizenship Through The New Immigration Scheme | IBTimes REPORTER: Would a Russian oligarch be eligible for a gold card? TRUMP: Yeah, possibly. Hey. I know some Russian oligarchs that are very nice people. US House Republicans advance Trump's tax cut plan | Reuters Ukraine official says terms of minerals deal agreed with US CNBC Daily Open: Growing worries over Trump’s policies Stellantis sees revenue growth in 2025 after 70% drop in profit Elon Musk says he’s teaming up with Jamie Dimon to convince bond markets that cost-cutting DOGE is good for U.S. debt From early February, but quite a few in markets seem convinced that the market has a ''UST put out there', ie the market is slowly buying into the Bessent 3x3x3 - which in itself would not necessarily be all that bullish equities though How to buy your way out of a federal lawsuit Tesla Stock Has Lost $400 Billion In Value During Trump Presidency. What's Next. - Barron's Philipp Heimberger on X: "French president Macron: To address Europe's challenges, Europe needs to liberate itself from deficit caps in new EU fiscal rules. “It is obsolete,” Macron said of EU rules. “The financial and monetary framework we live in is outdated.” https://t.co/6o1p3zDVc7 " / X Glencore on X: "Copper powers everyday technologies like electronics, wiring, solar panels, and electric vehicles and is critical to a renewable energy transition." / X Turmoil as car industry puts new EV plans on hold & moves to PHEV. How did we get in this mess? video update from Haerry's garage on EV and Hybrid, very good as usual! MicroStrategy Stock Falls 55%, Is 500,000 BTC At Risk of Selloff? The Kobeissi Letter on X: "The MicroStrategy liquidation: As MicroStrategy, $MSTR, falls over -55%, many are asking about "forced liquidation." The company now holds $44 BILLION worth of Bitcoin, could they be forced to sell it? Is liquidation even possible? Let us explain. (a thread) https://t.co/GcDZVu2gVa " / X Finma marschiert bei Wendelspiess Partners ein – Inside Paradeplatz The Kobeissi Letter on X: "The MicroStrategy liquidation: As MicroStrategy, $MSTR, falls over -55%, many are asking about "forced liquidation." The company now holds $44 BILLION worth of Bitcoin, could they be forced to sell it? Is liquidation even possible? Let us explain. (a thread) https://t.co/GcDZVu2gVa " / X #Ponzi ... CleanTech Lithium: Expanding opportunity for Chilean developer – The Armchair Trader

Trump says tariffs on Canada and Mexico ‘will go forward’, darkening outlook, trade war risks on the increase again, fragile sentiment, DOGE in full action, plenty of rebuffs, UN Security Council adopts neutral US stance on war in Ukraine as Trump pursues end to conflict, Markets remains 'under pressure', pretty awful crypto picture, Jobless CLAIMS, TSLA sales, JPY carry trade unwind, possible U. S gov  shut down in mid March again, tariffs, spending and will be decided by congress not Musk, definitely going to be some pretty contentious times ahead! #VIX doing what it does best too. MSFT denied rumour, but.. AAPL huge spending promises looks rather optimistic too >>> HUGE amount of key single stocks and indices jsut aboe key supports, DMAs, Fibo levels - see yesterday's email for a few examples, sell rallies, still #timeforahedgintrade #SPY Merz : very vocal...Europe may need its own military alliance instead of NATO. Germany can no longer rely on the protection of the "nuclear umbrella" of the American military," — US interference in German elections was as radical and unacceptable as Russian interference and anticipates "worst-case scenario" in transatlantic relations against Trump's America Nasdaq market capitalization relative to US GDP hit a RECORD 103%. The ratio DOUBLED in 5 years and exceeds the 2000 Dot-Com Bubble by ~40 percentage points . All while, the US stock market cap to GDP is sitting near a record of 207% Warren Buffett, warning of ‘scoundrels’ and ‘fiscal folly,’ slashes his exposure to U.S. stocks >>>> “Be fearful when others are greedy, and greedy when others are fearful.” What if the Trump administration’s antagonism turns out to be exactly the kick European leaders needed to accelerate integration and actually get something done ! Like Draghi said ''"You say no to public debt. You say no to the single market. You say no to create a capital market union. You can't say no to everything...Otherwise you have also to admit, to be consistent, that you are not able to deliver on the fundamental values for which this European Union has been created. So when you ask me what is best to do now, I say - I have no idea - but do something!" US Citi Economic Surprise index turned negative and fell to the lowest level since September 2023 Erdogan says only Turkey could save the European Union from the troubles it has fallen into due to Ukraine war The Bank of Korea cut rates to 2.75% from 3%, hitting its lowest since August 2022 Jamie Dimon calls U.S. government ‘inefficient’ and says Elon Musk’s DOGE effort ‘needs to be done’ Microsoft is canceling data center leases, analysts say — and the stock slips #MSFT top in place for a while #AAPL says they will invest $500bn in the U.S over the next 5years.. >>> Apple’s current capital base is less than $160B. Any serious discussion of a $500B capital deployment is a bit…unrealistic Reporter: “Mr. Secretary, why did you select an under qualified retired lieutenant general to be the next Chairman of Joint Chiefs of Staff?” Hegseth: “I’m gonna choose to reject your unqualified question.” House GOP plan to pass Trump agenda set to face key test Federal judge blocks Musk's DOGE access to student loan borrowers' data Exclusive: US SEC plans to cut regional directors as agency prepares for DOGE scrutiny, sources say | Reuters Trump says tariffs on Canada and Mexico 'will go forward' Jamie Dimon calls U.S. government 'inefficient,' touts Elon Musk's DOGE effort Friedrich Merz anticipates "worst-case scenario" in transatlantic relations against Trump's America Emmanuel Macron warns Donald Trump against a forced "capitulation" of Ukraine - rts.ch - World Apple, Microsoft and Corporate America's Trump playbook Tesla Sales fall 45% in Europe as rivals’ EV registrations soar Exclusive: US SEC plans to cut regional directors as agency prepares for DOGE scrutiny, sources say | Reuters Microsoft cancels data center leases, hitting stock Bank of Korea slashes rates to lowest since August 2022 on economic worries, cuts growth forecast Crypto’s ‘poor sentiment’ continues to weigh on Altcoins | Financial Post Bitcoin price down: Cryptocurrency value plunges amid major market worries | The Independent Trump Takes on Russia…or Maybe It's the Other Way Around || Peter Zeihan worth 10mins - strangely enough a little earlier...Europe may need its own military alliance instead of NATO. Germany can no longer rely on the protection of the "nuclear umbrella" of the American military-Merz Ragıp Soylu on X: "NEW: Erdogan says only Turkey could save the European Union from the troubles it has fallen into due to Ukraine war. Ankara could remedy European defense, revive the aging population in the continent “This could only happen with Ankara’s EU membership” https://t.co/1h4ruzAE3i " / X Global Markets Investor on X: "🚨Washington D.C. recession has begun: Initial jobless claims in Washington D.C. have SPIKED to 1.6 MILLION, the highest since Q1 2023. Jobless claims have DOUBLED over the last few weeks. Unemployment insurance claims have even exceeded the 2008 Financial Crisis levels. Wow. https://t.co/8tzs1B3iDE " / X Warren Buffett, warning of ‘scoundrels’ and ‘fiscal folly,’ slashes his exposure to U.S. stocks Ex-Reform UK Wales leader accused of taking Russian bribes BP to ditch renewables goals and return focus to fossil fuels Elections in Germany: Demonstration under high tension in Einsiedeln against the far right Around 200 people gathered in Einsiedeln (SZ) on Saturday to demonstrate against Germany's far-right and Chancellor candidate Alice Weidel, a member of the Alternative für Deutschland (AfD). The AfD leader lives in this locality.

The Bybit hack is officially the largest crypto heist in HISTORY. $1.46B+ stolen Week ahead : IMHO, Trump team should be very concerned and the equity 'vigilantes' and 'USD vigilantes', the MALA accord is/will scare investors off, justifiably so... The first cracks in the AI thesis are starting to emerge (TD Cowen), Americans now expect inflation to reach 3.5% over the next 5-10 years, the highest reading in 30 years... and finally Trump's growing focus on tariff revenue raises trade war odds/BBG, Duda over weekend, Macron today and Starmer Thursday going to see Trump Last week's key moment : SPX and QQQ made a New all-time highs and closer lower , Musk's chainsaws, sunglasses and infinitely confused jumping about, as if on enhanced something.. SPX implied move for the week is about 110pts, with 2 major events ahead (NVDA earnings and Friday's PCE) and the usual Trump stuff, that all said, the propaganda magic around the oligarchical coup is fading. Nervous Musk, Trump, Vance have all been outclassed in public arguments these last few days , and JPY moved on Norinshukin (massive bond losses- plenty more to come), U.S Job cuts hit an all-time series high in February 2025, a whiff of slow growth and higher inflation, not welcome! and The Citi US economic surprise index hit the lowest last week since September "Americans do not swear an oath to a king, a tyrant or a dictator. We swear an oath to the Constitution and the idea of ​​America, for which we are willing to die," — Mark Milley....He said that every US military member gives his life to protect the Constitution, not to individuals >>>> The power struggles begin. FBI Director Kash Patel tonight has instructed his employees to ignore ⁦ @elonmusk ⁩’s productivity inquiry, saying, essentially—we will evaluate our own people, thanks. Let's get this straight: The EU has relied on US, for way too long. If our continent doesn't finally strengthen itself, whether economically, militarily, etc., things will continue to go downhill, this is Europe's chance, and now German election result should help . Merz just said on German TV that the primary priority of his government will be to ensure that Europe can achieve full strategic independence from the United States in the defence against Russia CEO Jamie Dimon just dumped $233.7 million worth of #JPM  shares , largest sale ever Senator Rand Paul has officially called for an AUDIT of the gold reserves held at Fort Knox . He just published a letter to Treasury Secretary Scott Bessent How DeepSeek used distillation to train its artificial intelligence model, and what it means for companies such as OpenAI While everyone’s focused on Trump, Microsoft's creation is going to change everything. Here's what you need to know about Microsoft's Majorana 1 Quantum Chip/Thread & MSFT  is paying penalties to get out of some data center contracts & power agreements-- changing tone drastically on CAPEX growth, #CAPEXpeak Canada’s public boycott of US products is really starting to take shape and Canada’s talks with the EU on oil and gas sales presents an opportunity for Canada to diversify trade while at the same time strengthening the EU’s position with the U.S. Bessent: "We make money if the Ukrainian people make money . I believe with the US, our know-how, our businesses willing to come in & provide capital, we can accelerate the Ukrainian growth trajectory and take in substantial monies for US taxpayers and get the Ukrainian economy on a great growth trajectory", better tone GOLD : Why banks are flying gold bars on commercial flights from London to NYC Israeli Prime Minister Benjamin Netanyahu has demanded the full demilitarisation of southern Syria, emphasising that Israel will not allow the deployment of Syrian government forces south of Damascus Old story from Nov 2017, resurfacing again last few days, ''Agent Krasnov'' surely not ! The Hidden History of Trump’s First Trip to Moscow - POLITICO Magazine Donald Trump's Russian spy connection: Social media explodes with ‘evidence’ about #Krasnov. Is it just another wild conspiracy theory? - The Economic Times Trump reaffirms stronger US presence in Poland, says Duda | Polska Agencja Prasowa SA German election: Friedrich Merz urges 'independence' from US – DW – 02/23/2025 German Election results in full: Conservative victor Merz faces battle to form coalition as far-right AfD waits in wings | Reuters Merz : "My impression over the last few days is that Russia and America are finding common ground - over the heads of the #Ukraine  and thus also over the heads of Europe. That is why everyone is now looking at Germany. How quickly will the Germans be able to form a government after this complicated election result? That is really my priority now." Christophe Barraud🛢🐳 on X: "🇺🇸🌎 #Trump’s Growing Focus on Tariff Revenue Raises Trade War Odds - Bloomberg https://t.co/UPj5ZFMTlw https://t.co/XQWhCq6yaZ " / X Fibonacci levels to watch for popular growth tech stocks 1. $NVDA  -- $104 2. $TSLA  -- $272 3. $PLTR  -- $61 4. $TSM  -- $164 5. $SNOW  -- $157 6. $AMZN  -- $186 7. $CRWD  -- $298 8. $RKLB  -- $15 9. $GOOGL  -- $160 10. $SOFI  -- $11 11. $COIN  -- $224 12. $HOOD  -- $34 13. $OKLO  -- $26 14. $TEM  -- $49 15. $IONQ  -- $25 THE SHORT BEAR on X: "The first cracks in the AI thesis are starting to emerge. $MSFT https://t.co/RsXnDYzzHs " / X French MPs vote in favour of imposing wealth tax on 'ultra-rich' Satya Nadella – Microsoft’s AGI Plan & Quantum Breakthrough Great podcast w/ $MSFT  CEO. Interesting new view. “There will be overbuild… I am thrilled that I’m going to be leasing a lot of capacity in ’27 ’28… The only thing that’s going to happen with all the compute builds is the prices are going to come down.” Shay Boloor on X: "MY THOUGHTS ON $MSFT ABRUPT DATA CENTER CANCELLATION Microsoft’s recent termination of numerous data center leases across the U.S. sends ripples through an industry once buoyed by an unwavering surge in AI-driven demand. Abruptly retracting hundreds of megawatts from previously https://t.co/1TbqGcLehL " / X Hackers steal $1.5 billion from exchange Bybit, biggest crypto heist the future of finance they said .. How to Prevent the Next $1.5B Bybit Hack: A Strategic Approach to Solving Blind Signing | Blockaid Blog Richard Hanania on X: "DOGE claims to have saved $55 billion. WSJ is able to find $2.6 billion over a multiyear period. Only 2% of savings are related to DEI. The rest is stuff like a clinical test for a a drug to help with Alzheimer's. Now that's some real government efficiency. https://t.co/m4KpdahaPT " / X How a US Gold Revaluation Could Trigger a Global Metals Boom - The Jerusalem Post Open Letter to President Donald J. Trump: Don’t Be Fooled by the Fort Knox “Auditors” Why banks are flying gold bars on commercial flights from London to NYC Canadians Boycott US Products, Cancel Trips and Ban American Booze After Trump’s Tariffs | Republic World Billionaire Steve Cohen ‘Negative’ on US Economy, Citing Tariffs and DOGE - Bloomberg Mr_Fireside on X: "While everyone’s focused on Trump, Microsoft created a new state of matter. It's going to change everything. Here's what you need to know about Microsoft's Majorana 1 Quantum Chip:🧵 https://t.co/UEt8chz7Ly " / X DeepSeek trained AI model using distillation, now a disruptive force

Trump gives 3weeks ultimatum to Europe on UKR-RU, he will visit Fort Knox as well to check on the GOLD status (though Bessent said audit was done last year and all is well), going to be a lot of wheeling and dealing, Europe better step up and GET THINGS DONE, no more meetings !! and '' I cannot describe how strange Elon Musk’s CPAC appearance was'' see below. . Elon Musk swung a chainsaw around on stage at the Conservative Political Action Committee as he met with Argentinian President Javier Milei and Steve Bannon...what is going on this week is properly NUTS...cold war kind of symptoms with different players... . Markets with all that is going on, pretty steady, slight downside in Europe and US, HSI continued to power ahead (BABA..), U.S defense sector softer (was overheated), FXland relatively quiet really, continue to think risk JPY stronger overall going forward. GOLD, we love it still, but perhaps short-term has become a little too 'obvious & thus crowded' by the X and momentum crowd.. OH and go and ask GPT or GROK. . the following '' Type : ''who are the top 5 group or individuals spreading misinformation or fakenews on X ?'' ... Germany’s chance for a revival. Election victors must confront economic malaise, external security threats and domestic tensions Miliband’s net zero promises are false , Tony Blair’s think tank warns. I nvesting in green technology unlikely to reverse long-term decline of British industry Morgan Stanley upgrades China to Equal-weight in its APAC ex-Japan and Emerging Market allocation .  It raises its target for MSCI China to 77 from 63, representing 4% upside from the close on February 19.  Morgan Stanley believes a structural regime shift is happening China, led by sustainable ROE recovery...here they come.. Trudeau : You can’t take our country — and you can’t take our game Britain to offer EU youth mobility scheme in Brexit reset talks French PMIs: weak domestic demand, weak orders, largest reduction in jobs in 5years. Weak pricing power also means rising input costs are not passed on to consumers The EU is drawing up a list of troops and weapons it could provide to Ukraine/FT, get it done ! not next week, not next month, but yesterday #USDJPY BoJ's Ueda is pissed off that JGB market is front running policy, he has forgottenhow it works...best get used to it !! >>> Since when was Japan's inflation higher than US inflation? NOW. Japan's headline CPI is 4% vs. US' 3% German election front-runner Merz 'quite shocked' by Trump and Putin Trump Gave Europe Three Weeks to Sign Off on Ukraine 'Surrender': MEP - Newsweek Mario Nawfal on X: "🇺🇸TRUMP: BIDEN SAID ‘NOT MUCH WE CAN DO ABOUT BRICS’ CURRENCY; I SAID, OH YES THERE IS “You know, the BRICS states—there are like six of them—and they were trying to destroy our dollar. They were going to say, you know, they wanted to create a new currency. They probably https://t.co/83Saw5Ty6C " / X So much going this week Elon Musk at CPAC 2025: a transcript | The Verge DOGE Savings Estimate Falls by $9B in 48 Hours - Business Insider Canada beats Team USA in overtime thriller to win hockey’s first-ever 4 Nations Face-off championship Trudeau : You can’t take our country — and you can’t take our game How a U.S. Gold Revaluation Could Trigger a Global Metals Boom - The Jerusalem Post Japan's Nikkei ends higher after BOJ chief's comments ease rate hike concerns Germany’s chance for a revival John Bolton blasts Trump's Ukraine position as 'close to surrender' Alf on X: "Fed officials are discussing ending Quantitative Tightening (QT) soon. Let's discuss what this means for liquidity and markets. Thread. 1/" / X Blow out numbers Newmont Corporation - Newmont Reports Fourth Quarter and Full Year 2024 Results; Provides Full Year 2025 Guidance #GDX done too little.. mining gold is the license to print money now .. possibly other metals too sooner or later Recycling end-of-life solar panel, wind turbine is big waste business Ed Miliband’s net zero promises are false, Tony Blair’s think tank warns Devastating report from Tony Blair Institute on Ed Miliband’s net zero nonsense. His claim that net zero will create hundreds of thousands of green industrial jobs vastly overstated Nikki Haley admonishes Donald Trump on Ukraine: 'Exactly what Putin wants' Der grosse Tanner, von Benko wie Junior ausgenommen – Inside Paradeplatz Britain to offer EU youth mobility scheme in Brexit reset talks

Trump/UKR/RU : don't know about you, I'm struggling to see through this crazy 5D chess game been played here...NATO may be coming to an end (as we knew it..) after many discussions with clients, many conclude that with what Trump is doing it is is likely to lead to some sort of anti MAGA products boycott (as often seen over the last 10years)..as he's being brutal and disorderly in his reactions (DOGE, NATO, sweeping defense cuts etc...)..IMHO he got pissed off because Vlodomir refused his deal and now Trump's lost his cool..Lots going on clearly : French President Macron and British Prime Minister Starmer will visit Washington next week, listen to former Chief of MI6 interview below (worth 7mins of your time..), EUROPE better adapt, and fast! We support Ukraine and will take full responsibility for ensuring peace and security in Europe. This is a fundamental interest of France, and I am its guarantor,"-Macron and Turkey backs Ukraine’s FULL territorial integrity. Turkey isn't just some side player in this. They control the Black Sea. They control NATO’s southern flank. And now, Erdoğan is making it clear: Russia’s land grab is not up for negotiation Markets : USD stays weak, JPY carry trade unwind #JGB's in play, GOOLD continues, and risk overall weakened a little yesterday, so watch out if momentum breaks, auto sector down hard, US defense (PLTR etc) down sharply too this month, fast moving markets The New York Post denounces Trump's approach to Ukraine. "Whatever negotiating tactics Trump cares to use, turning the truth completely upside down ought to be beneath him." Fed minutes: Not much news on rates—it's wait-and-see until there's something to see . But the Fed discussed possibly pausing or slowing balance sheet runoff pending resolution of the debt limit given the potential for big swings in reserve balances FT - German trains are less punctual than Britain’s ! read that again "It’s been 46 months since the annual pace of core-PCE has met the Fed’s 2.0% goal, the longest consecutive span that the measure has spent above 2.0% since the 1990s:" BMO Capital's Ian Lyngen The EU is considering the possibility of redirecting unused funds in the amount of €93 billion, intended for recovery from the coronavirus pandemic, to defense, get on with it ! Elon Musk mulls $5,000 checks for taxpaying Americans using DOGE 'Savings' >>> there are some 150mio tax 'payers' in the U.S, so he will dish out a cool $750bn on 50bn worth of savings !!? #MSFT unveiled its new Majorana 1 quantum chip Wednesday, intensifying the competition in quantum computing, quantum breakthrough after 10y pursuit! Norinchukin CEO Plans to Resign After Massive Bond Losses - just wait till JGB's go to something like 2 or even 3%... >>> #JPY carry unwind a huge risk this year KPMG removes diversity reports from US website after White House onslaught Apple will need to raise prices for the iPhone, other products by 9% to fully offset Trump's coming tariffs, estimates Bank of America Farrukh on X: "Former Chief of MI6, Sir Alex Younger speaking on Newsnight about Russia's invasion of Ukraine and how we as Europeans should respond And all I can think about is why MI6 didn't protect us from Russian influence in the 2016 Brexit referendum https://t.co/yylrvSy9HC " / X      thought this was very eloquently said.. worth a listen, adapt fast! or else, 7mins of your time. "International relations aren't going to be determined by rules... they're going to be determined by strong men." Former MI6 chief, Sir Alex Younger, says the world is entering a 'new era' of diplomacy and foreign relations. CALL TO ACTIVISM on X: "Holy shit. Policy expert Mike Galsworthy thinks Zelensky baited Trump by challenging him - and Trump fell for it hook, line, and sinker. Now, because Trump blew up at Zelensky, he can’t say he’s an impartial negotiator, and Europe will likely step in: https://t.co/I7Qf6EL009 " / X      .. anything possible on the 5D chess board! After Munich, It's Time for Europe to Do the Unthinkable  just the view of one, but makes you think with what's going on these days.. The US wanted 50% of what is written in the document on rare earth metals. But there is not a single word about security guarantees. There is nothing clear there. I cannot sell the state-Zelensky. Ukraine Talks Require New World Order Clarity Trump warned everyone, it is happening, but maybe not the way he thought about Pentagon chief eyes funding cuts to some parts of military by 8% | Reuters #PLTR ... So it starts, party splits.. ... President Trump is negotiating on behalf of the Russians, said Massachusetts Rep. Seth Moulton after Trump denounced Ukrainian President Zelenskiy as a "dictator" in a social media post Trump's approval rating slips as Americans worry about the economy | Reuters Revealed: Leaked document shows how Russia plans to take over Belarus Elon Musk Mulls $5,000 Checks For Taxpaying Americans Using DOGE 'Savings', But X Users Unsure | IBTimes really..?.pure propaganda Michael Pettis on X: "1/7 According to China Banking News, "Xi wants to win the Sino-US trade war by splurging on consumption." It notes that "even prior to an imminent Trump presidency, Beijing had been working on policy designs to drive growth in domestic consumption." https://t.co/0KGuuDi3kX " / X Norinchukin CEO Plans to Resign After Massive Bond Losses >>> JPY key focus for 2025 Exclusive: Almost 90% of Japanese companies see Trump as bad for business, Reuters survey shows | Reuters Microsoft's Majorana 1 quantum chip: What you should know Apple will need to raise iPhone prices 9% to offset Trump's tariffs: Bank of America Apple unveils cheaper iPhone 16e powerful enough to run AI Nick Timiraos on X: "Fed minutes: Not much news on rates—it's wait-and-see until there's something to see. But the Fed discussed possibly pausing or slowing balance sheet runoff pending resolution of the debt limit given the potential for big swings in reserve balances. https://t.co/LzSZkqSMmQ " / X A 250th Anniversary Gift to Uncle Sam: Using Gold To Beat Inflation | The New York Sun Jim Bianco on X: "2/2 Longer discussion of the Mar-A-Lago accord. https://t.co/nX52dHyjp9 " / X U.S. housing market could take $1.5 trillion hit due to climate change Bob Elliott on X: "Federal workforce cuts are the only economically meaningful impact of the DOGE process so far. 250k layoffs of probationary workers added to 75k of future unfilled positions from the buyout totals a couple months of payroll growth. Other cuts so far are just noise. Thread." / X German efficiency...? ... Holger Zschaepitz on X: "OUCH! German trains are less punctual than Britain’s ‘broken’ railways. Olaf Scholz mocked UK trains. FT analysis of 1.9bn data points shows they are more reliable than Germany’s network. https://t.co/oRPmuxFQCH https://t.co/uGnwDEugzu " / X as I keep saying, things ain't that bad in UK ! Swiss president downplays controversial comments on Vance speech - SWI swissinfo.ch Germany votes Sunday for a new government that will shape Europe's response to an assertive Trump

Markets : After DAX, XLF, China Tech and even ARKK - who is the next potential laggard catch-up play? #GDX ?...We are clearly in a "broadening bull", which happens in the later stage of an overall bull market, when suddenly and quickly things happen.. GOLD keeps on going, XAG not too far behind.. XPT, PALL should follow too.. Mixed signals otherwise in FXland, continue to think that USD struggles in months ahead...Trump's fury could be left a little isolated soon.. (DOGE, foreign politics, taking control of the law even is not going to end well..one can fear.. JOBLESS claims will soon start to rise too, bankruptcies on the increase too and tariffs will COST Americans and slow GDP...) Draghi to European ‘Politicians’: You can't say NO to everything! But DO something! UKR-RU : Major risks loom as Trump upends US Russia policy... no quick resolution and Trump's tariffs are likely to raise US PCE inflation by 0.7% and hurt GDP by 1.2% A Trump official just announced that Trump has signed an executive order claiming that ONLY the President and Attorney General can speak for “what the law is.”.... is this how a constitutional crisis start ?.... US appeals court rules Biden’s student debt plan relief plan was illegal >> just imagine the system going after late payments now...for 5 years..!.. Fed Governor Bowman says more progress on inflation is needed before further rate cuts, same as Waller Canada : Carney : Canada subsidizes oil sold to the USA, selling it at a 25% discount . That costs Canadians billions every year that could go towards building our infrastructure and social programs. No more free ride for #Trump 's America. End the subsidy. Sell at fair market value. #CanadaFirst Japan : with inflation well over BoJ target levels and economy improving, there is no need whatsoever for BoJ to remain so cautious >>> cleanest trade is sell JGB's, then higher JPY, 120 #USDJPY this year anyone ? German election (prediction : Merz will do it..) : "450 million citizens in the EU. More than the US and Canada combined". Chancellor frontrunner Merz says he wants a more integrated Europe as envisioned by Macron and Adenauer. Even a European Army Jeremy Bowen: No sign of a quick peace dividend for Trump in Ukraine. Putin thinks he is a better poker player than Trump/Economist The trade deficit is really a macroeconomic imbalance, it comes from this lack of desire to save and this lack of desire to tax. Until you fix those things, the U.S will run a trade imbalance UST's : heavy 7days of UST issuance coming up with above normal month of long-end auctions with Thursday's brand new 30-year $9B TIPS Congressman Greg Casar from Texas revealed that five inspector generals were fired to prevent impartial investigations into Musk’s companies to “reduce waste.” Musk currently makes $8 million a day from the federal government "The loss of German manufacturing jobs has been masked by a broader shift in employment trends," the FT notes, citing employment growth in services industries such as real estate, healthcare, communications and public administration #ARS Javier Milei was doing so well, then why on earth did he get greedy, it's over.... The last time the EuroStoxx50 printed a new ATH was on 14th March 2000 … 25 years later we just did it yesterday again ! Draghi shakes Europe: "EU must act as a single state. Rapid and large-scale response" - FIRSTonline wakey wakey europe... Jeremy Bowen: No sign of a quick peace for Trump in Ukraine How Vladimir Putin plans to play Donald Trump Trump delivers another blow to Ukraine and a new boost to Putin | CNN Politics About those minerals and where they are and what stands in the way of Trump 'getting' them .... Christopher Miller on X: "On @FT's News Briefing podcast, I spoke to @mfilippino about why Trump wants Ukraine's rare and critical minerals, and whether the proposed deal is good for Kyiv. https://t.co/zM1s46y14D " / X Trump’s Insistence Ukraine Has Rare-Earth Elements Is Wrong - Bloomberg China says Asia not a geopolitical "chessboard" as US trains sights on Pacific - Newsweek Politics: EU states agree on new Russia sanctions | blue News RFK Jr.: HHS Will Investigate All Possible Causes of Chronic Disease — Including Vaccines • Children's Health Defense Trump signals 25 percent tariffs coming on cars, semiconductors and pharmaceuticals Trump tariffs are likely to raise US PCE inflation by 0.7% and hurt GDP by 1.2%: Report Fed's Bowman: More progress on inflation needed before more rate cuts China to lift restrictions on foreign capital | The Star Few days ago but very relevant long-term, not a coincidence Jack Ma and Co had their meeting with Xi the other day... UK inflation jumps to 10-month high of 3% Does it matter ? nope White House says Elon Musk is not part of DOGE Global Markets Investor on X: "⚠️US large BANKRUPTCIES are accelerating: There were 70 US bankruptcy filings in January, in line with the largest monthly number since the 2020 CRISIS. This comes after bankruptcies hit 694 in 2024, the most in 14 YEARS. Bankruptcies are rising as if there is a crisis. https://t.co/bU8X5EdbYA " / X How a U.S. Gold Revaluation Could Trigger a Global Metals Boom XAU, XAG and eventually XPT PALL etc Argentina's president Javier Milei says he did not promote $LIBRA token, just shared it Michael Pettis on X: "1/10 "The loss of German manufacturing jobs has been masked by a broader shift in employment trends," the FT notes, citing employment growth in services industries such as real estate, healthcare, communications and public administration. https://t.co/hbdJ0NILuF " / X Greg Casar Calls Out Musk And Trump's 'Corrupt War On Accountability' | Watch Seven weaknesses in ‘Fortress Switzerland’ - SWI swissinfo.ch

USD - longs slowly being unwound/IMM data/Thread, peace talks, Draghi talking about need of BIG progress again (like 10y ago..) not soon, but last week, and German election looming UKR/RU 'deal' . plenty of wheeling and dealing, Germany rehected Starmer's initial plan yesterday, countries split over deploying EU troops on the ground after peace deal etc. The presence of Kirill Dmitriev among the Russia delegation in Riyadh for the Washington-Moscow talks suggest that oil is going to be on the table. Perhaps in the form of US oil sanction relief, or as a quid pro quo opening Russian oil again for American companies, surely not a Yalta 2.0 been discussed! Mark Rutte - Ready and willing. That’s my take from today’s meeting in Paris. Europe is ready and willing to step up. To lead in providing security guarantees for Ukraine. Ready and willing to invest a lot more in our security. The details will need to be decided but the commitment is clear Xi voiced support for Jack Ma :  Xi Jinping presided over a meeting with #BABA's co-founder Jack Ma and other entrepreneurs, signaling Beijing’s endorsement for a long-marginalized private sector now considered key to reviving the world’s No. 2 economy Fed's Waller: Uncertainty over trade, other policies, shouldn't paralyze rate moves Europe has effectively raised internal tariffs while lowering external ones - precisely the opposite of what a single market should do."/Thread DOGE could save $16 billions by cancelling Elon Musk's SpaceX and Tesla subsidies , now that IS an easy win for folks in America..and Milei totally messedit up!.. Argentine prosecutors to probe Milei over 'cryptogate', why get involved with this... why.. « Sur le front : Faut-il avoir peur de nos glaciers ? »On « décône » avec nos glaciers !, amazing research/video RBA dropped the interest rate 25bps to 4.1 per cent , after a 1year wait UK Chancellor Rachel Reeves' attempt to intervene in a landmark case over controversial car loans has been blocked by the UK's highest court Irish goods exports to US surge by 34%, I wonder why... #GOLD after decades of most CB and investors dismissing gold, the world is now demanding an audit of Fort Know to verify it's actually there.. is that's not entertaining, and the Bessent video from 1y< ago well worth watching again #SOL 3months lows and many other 2nd rate coins struggling big time, #ETH is about 30% off highs in Q1, even #BTC doing very little lately U.S US auto loans serious (90+ days) delinquency rates hit 3.0% in Q4 2024, the highest in 14 years - the Financial Crisis recovery period US and Russian officials meet for high-stakes peace talks without Ukraine Are they doing a Yalta 2.0 ? USD - long slowly being unwound..as expected... Ole S Hansen on X: "Speculators sold #USD at an accelerated pace in the week to Feb 11, leaving the gross long vs eight IMM futures down 15% to $26.5 bn. All the major currencies, except #EUR saw net buying led by strong demand for #JPY #forex https://t.co/BL2zjIjl8r " / X Fed's Waller: Uncertainty over trade, other policies, shouldn't paralyze rate moves | Reuters RBA's Michele Bullock delivers brutal reality check as Aussies celebrate interest rate cut German elections: Who are the top candidates & what are their priorities | World News - Business Standard How a U.S. Gold Revaluation Could Trigger a Global Metals Boom Bessent- Video 1year ago - still worth a listen ... Braden Brock on X: "Bessent on the SGE, Oil for Gold, the Dollar, the Yen, Bitcoin, etc. “This Shanghai Gold Exchange — very interesting.” “We see India and China being able to pay for oil, which is the ultimate Dollar commodity, in Rupees and RMB.” “Gold can be a risk off, and a risk on asset. https://t.co/GhcVpC8zga " / X China's Xi meets with business leaders to boost economy - ABC News ''Xi's meeting with private tech titans goes beyond an alignment b/w the state & the private sector. It's part of a detailed tech security strategy by China's Central National Security Commission in "The Total National Security Paradigm (2022)," translated here for the first time'' The Bank of England gold rush that's pushing up the price | Money News | Sky News Irish goods exports to United States surge by 34% Pharma companies and tax avoidance by US companies in Ireland's soaring trade surplus with the US... Argentine prosecutors to probe Milei over 'cryptogate' OnlyFund on X: "Ok.. this is, by far, my all-time favorite structured product/derivatives blowup story ever... This blowup left some decent scars at the large banks, caused quite a headache to exotic/hybrid desks, broke volatility models, and taught an important lesson about cross-gamma..." / X it all blew up eventually as we all know, fascinating story, facts Luis Garicano 🇪🇺🇺🇦 on X: "This Draghi piece is a quiet indictment on the @EUCommission's failrue on its core Treaty mandate: "establishing the internal market" & ensuring "free movement of goods, persons, services and capital." A thread with the facts adn saying the quiet part out loud 1/ https://t.co/4xUkGX4ocE " / X Anti-Trump demonstrators hold rally in Washington Square Park to demand change Already ?.. Chancellor Rachel Reeves' intervention in car loans case rejected Grossangriff von Lombard Odier in Zürich steht vor Crash – Inside Paradeplatz Glacier melting quicker than anyone thinks, warmer at -3c 20m down through the rocks... when surface is -10c...conclusion... well i feel a lot less interested to own a property down the valley where the glacier is... amazing shitt... https://www.francetelevisions.fr/et-vous/notre-tele/les-programmes-a-ne-pas-rater/sur-le-front-faut-il-avoir-peur-de-nos-glaciers-39480 Fascinating video... facts

It's President's day today, celebrating George's birthday on the 3rd Monday in Feb UKR/RU : ongoing developments : Zelensky: "Neither I nor the Ukrainian people will accept any U.S.-Russia decisions if Ukraine is not involved." He insists that any talks must include four parties: Ukraine, the U.S., Europe, and Russia. UKR rejected Trump's deal on minerals. Emmanuel Macron has invited EU leaders for an emergency summit in Paris today. China courts frazzled Europe as Western alliance wavers , at Munich Security Conference, top Chinese envoy Wang Yi goes on charm offensive while US leaders berate Europe. JD Vance had the gloves off at the Munich conference.. >>> Bonds softly, vols on lows, Equity markets been on fire overall (#DAX and #HSI slowly overbought!), USD slightly softer again (2months lows) on weaker U.S retail sales on Friday, fascinating chatters on Gold, Fort Knox, revals etc Singaporean Minister of Defense says America's image has shifted from that of a liberator to a great disruptor, and now to a landlord seeking rent Rosenberg : One Russian newspaper today sums up how Moscow views the last few days: “Dumbfounded Europe, kneed by America just below the belt, is still struggling to get its breath back.” #ReadingRussia Trump reported to be 'threatening to turn the Supreme Court's biggest fear into reality', Trump on the EU possibly banning food imports from the US: "I don't mind. Let them do it. Let them do it.". He promises to treat VAT systems like Europe's like tariffs China tightens control over Technology, Minerals, and engineers amid escalating Trade War, China sells 50-Year debt at sub-2% yield amid deflation fears ($2.8bn). Goldman raises MSCI #China  target as DeepSeek improves outlook (it was a game change!..) US job construction openings are falling as if there is a 'recession' : Construction job openings have declined by over 250K in 12 mos to just 165,000, the lowest in 8 years COMEX Flows: Is the Gold Case Almost Too Obvious? ...''' Suddenly, everyone is demanding an audit of Fort Knox'''... .and now Trump/Musk demanding the audit, could be rather interesting or fun depending on who you ask, fascinating even We have two competitive but highly disruptive shocks underway/Thread Japan's economy expands annualised 2.8% in Oct-Dec >>> 10y yields 1.39% UK's Home Secretary Yvette Cooper has set up her own DOGE unit in the Home Office to find and freeze wasteful spending Germany has huge challenges ahead : 1) a growth model broken, 2) AfD and 3) it HAS to release the debt brakes... only solution : tough decisions ahead #META  is the most extended above its upper Bollinger Band in history/weekly chart Canadian MP Charlie Angus: “We will never, ever, ever, kiss the ring of that gangster from Mar-A-Lago." Jeffries: "They have no interest in improving the quality of life of hard-working American taxpayers. Instead, what they're trying to do, while they distract people, is to jam the GOP tax scam down the throats of people ... it's a toxic bait and switch." The MAGA trade morphed into the MEGA and nowhere better has that been manifested than in the DAX , though now weekly RSI is above 80. That is rare! RBA likely to deliver 25bps tomorrow, narrative whether they have confidence inflation continues softer very important for #AUDUSD and bills According to Al-Hal, Syrian Foreign Minister Asaad al-Shaibani said that all contracts with Russia will not be renewed, and Syria will not be subordinated to any regional axis. Trump reported to be 'threatening to turn the Supreme Court's biggest fear into reality' Trump promises to target VAT systems, putting 175 countries on notice China courts frazzled Europe as Western alliance wavers | South China Morning Post China's Xi Jinping speaks to entrepreneurs in a rare high-profile meeting Japan's economy expands annualised 2.8% in Oct-Dec | Reuters When will interest rates go down? Banks are preparing for the RBA's cash rate decision - ABC News China Tightens Control Over Technology, Minerals, and Engineers Amid Escalating Trade War | Udaipur Kiran Tesla Showrooms Face Protests as Elon Musk’s Cost Cuts Spark Outrage | Markets Insider Munich Security Conference: Here are the 7 quotes you need to remember Iran's abandoned bases in Syria: Years of military expansion lie in ruins Syria cancels port management contract with Russian firm, sources say | The Straits Times Vulnerable Republican fires warning shot on House budget - Live Updates - POLITICO Rep. Don Bacon 🇺🇸✈️🏍️⭐️🎖️ on X: "Prime Minister Chamberlain gave portions of Czechoslovakia to Hitler in 1938, & did it without Czech leadership in the room. Chamberlain said, “Peace in our time.” Hitler took the rest of Czechoslovakia & invaded Poland a year later. You can’t appease a dictator bent on conquest. https://t.co/p9ihzKm7Km " / X COMEX Flows: Is the Gold Case Almost Too Obvious? David Lee on X: "8/2023 Rumors that BRICS would revalue #Gold at Johannesburg BRICS Summit, nothing happened 10/24 Rumors that BRICS would use UNIT (tied to gold) for trade settlement at Kazan BRICS Summit, nothing happened 2/2025 Rumors that Trump will revalue gold Often rumors were discussed https://t.co/WJA4T0Q2SN " / X Banks halt sales of silver bars amid soaring demand - The Korea Times Treasury Secretary Mnuchin Fort Knox trip photos released | CNN Politics Elon Musk Demands a Golden Audit: Billionaire Sparks Firestorm Over Fort Knox's Secret Gold Hoard Diane Swonk on X: "We have two competitive but highly disruptive shocks underway: 1) A surge in uncertainty about the future, which prompts firms & households to delay major spending decisions; and" / X fair points ! Middle East Eye on X: "In a press briefing with Marco Rubio, Israel's Prime Minister Netanyahu said the pair discussed President Trump's "bold vision for Gaza" and plans to dismantle Iran's nuclear capacity. The comments come after US intel warned Israel would likely strike Iran's nuclear sites. https://t.co/NBIFuLHRSr " / X OpenAI rejects Musk's takeover offer, says it was 'not a bid at all' John Major: Trump’s US isolationism threatens global democracy | John Major | The Guardian

Fed Chair Powell says central bank doesn't 'need to be in a hurry' to lower interest rates further and same from Fed's Hammack >> he also added ''would use QE only when rates are at or near ZERO''.... so no more QE, as rates are not heading back to zero..The neutral rate was "clearly very low before the pandemic" and it is likely that after all of this, "the neutral rate will have risen meaningfully." "I think it has moved up. And many of my colleagues on the FOMC" also do, AND ''Treasury supply maybe a reason Term premium increased'' ...stating the obvious, but there you go >>> markets ignoring 'targeted tariffs' , as they don't matter much big picture and in any case Trump knows the US consumers can't afford them..., #HSI been on fire (remember all those on CNBC who said #China was 'uninvestable' last year... we love it back then..)... #BABA on fire still, #DAX 22K, GOLD reached out this week, pause welcome, other metals worth considering next #XAG #XPT #PALL .. ). USDollar positioning is very long (big picture), price action after CPI key for further downside risk for the USD. UST 10's back to 4.55 worth keeping an eye on for risk ! Elizabeth Warren says, ‘We’ve got our toes right on the edge of a constitutional crisis’ US tariffs on China could be paused if “serious headway” is made on fentanyl - report Trump and his lawyers embrace the logic of dictatorship >>> "The administration's arguments boil down to this: if Trump wants to do it, he gets to. Their stance is that laws are irrelevant in the face of Trump’s wishes and the courts can’t stop him." and Google has renamed the Gulf of Mexico as Gulf of America in its Maps application for US users, meanwhile, Egypt has reportedly “closed the door” to any further discussions with the United States regarding the displacement of Palestinians from the Gaza Strip, Trump has sent Bessent to Ukraine to negotiate ''this war must and will end soon'' ECB's Vujčić : Market expectations for -3- rate cuts are "not unreasonable, " sees a shift towards a more accommodative monetary policy. 2. Growing confidence that inflation pressures are easing After Von Der Leyen, now Michael Schumann - chairman of the German Federal Association for Foreign Trade - says that Europe should "enhance economic cooperation with China" to counter U.S. tariffs Niall Ferguson - The idea that history magically stopped being about empires in 1945 is one of the central conceits of the "liberal international order." This @gideonrachman  column suggests that the empire is back. But did it ever go away? Danish Defence Intelligence says "Risk of large-scale war in Europe within five years Within about two years, Russia could pose "a credible threat" to one or more NATO countries if NATO does not arm itself in parallel." Swiss charge man With Insider Trading on Bank Pal’s M&A Tips How USAID cuts hand Big Win to China GOLD : China Frees Possible $27 Billion From Insurers to Buy Gold >>> The West has done its absolute best to debunk XAU over the past decades!... gold price is the proof of the failure of fiat currencies...Financial media couldn't possibly talk about it, as this would go against just about anything they sell ! and talk about ! and against their narrative ............. off skiing to The Dolomites for few days, back on Monday, have fun Jay Powell defends Federal Reserve’s authority over US monetary policy Trump and his lawyers embrace the logic of dictatorship Bing Videos Elon Musk takes questions from inside the White House - 25mins video Some pretty crazy stuff, if all true ! Chinese tech giant Baidu to release next-generation AI model this year #BAB on fire - this one will follow too #HSI etc Interview: Europe should strengthen economic ties with China as U.S. tariffs raise trade tensions, says German business leader-Xinhua Bessent: We're In The Middle Of A Bretton Woods Realignment, "I'd Like To Be Part Of It" | Video | RealClearPolitics re read and listen to what he said back in Nov How USAID Cuts Hand Big Win to China - Newsweek >>> T he Trump administration's recent efforts to dismantle USAID, the world's largest government foreign assistance provider, has created a void that China will be happy to fill, analysts say Trump says Palestinians couldn't return to Gaza under his redevelopment plan | US News | Sky News US tariffs on China could be paused if “serious headway” is made on fentanyl - report | Forexlive Bloomberg on X: "Google has renamed the Gulf of Mexico as Gulf of America in its Maps application for US users. @jimwyss explains https://t.co/QaATeKipSP https://t.co/wYrWK8OA0U " / X Tesla drops 7% on self-driving competition, Musk OpenAI distractions Ford CEO says Trump's tariffs are causing 'chaos' in auto industry Swiss Charge Man With Insider Trading on Bank Pal’s M&A Tips - SWI swissinfo.ch Niall Ferguson on X: "The idea that history magically stopped being about empires in 1945 is one of the central conceits of the "liberal international order." This @gideonrachman column suggests that the empire is back. But did it ever go away?" / X Does Warren Buffett Know Something That Wall Street Doesn't? The Billionaire Investor Is Piling Into a High-Yield Stock That Certain Analysts Recommend Selling. Gold Reserves and Dedollarization: The Complete Investor's Guide China Frees Possible $27 Billion From Insurers to Buy Gold The Kobeissi Letter on X: "Physical gold BUYING has gone apocalyptic: Gold inventories in the 3 largest COMEX gold vaults just surged by 15 MILLION ounces in 2 months. That's a +115% increase, putting physical gold holdings ABOVE 2020 pandemic levels. What is happening? Let us explain. (a thread) https://t.co/Fz4umjwsmB " / X Man with £600m Bitcoin fortune ‘buried in landfill’ wants to buy tip his riches are lost in | The Independent Goldman Sachs Abandons IPO Diversity Pledge With US DEI Goals Under Fire