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

Wishing you and your loved ones a very Happy New Year! May 2026 bring you health, laughter, and time well spent with the people who matter most. Here’s to new adventures, good surprises, and all the very best for the new year ahead Markets : previous metals wild ride on margin calls, higher CME margin requirements (again) AND Shanghai Gold exchange closed till Jan 5th.. (big bank's chance to bash metals..in some way, higher margin calls make me more bullish metals long-term..), GOLD pretty steady not too far off highs.. Equity markets >> techs, AI 'topping' out into year-end, GO defensive, pick up some commods related stocks, precious metals stocks #SILJ #SIL #GDXJ etc.. on a decent dip, watch out for that early Jan move, bonds fairly steady and USD picking up a little bit of ground AI hacking, mass tech layoffs, American CEOs lost their voice and chose to coy up to Trump Brexit didn’t begin in 2016. It began in June 2003. Britain  didn’t lose the NHS bc of Europe. It lost it bc it walked away from the growth model that could have paid for it And to close the year... Trump threatens to sue Fed Chair Jerome Powell for 'gross incompetence' over costly building renovation Surging silver and gold slide after CME raises margin requirements Margin calls will do nothing against this Eric Yeung 👍🚀🌕 on X: "A glimpse of 15 kg SGE #Silver slabs selling at the Shuibei (水贝) Shenzhen Luohu District China's premier gold and jewelry hub. https://t.co/mjvzVpxuTR " / X Trump threatens to sue Fed Chair Jerome Powell for 'gross incompetence' over costly building renovation Disrupting the first reported AI-orchestrated cyber espionage campaign \ Anthropic Speeds and scales that human hackers can’t match....make it stop before it's too late.. #regulate #tax How a tax code time bomb fueled mass tech layoffs Trump fired the BLS chief. Argentina has a lesson for him Shanaka Anslem Perera ⚡ on X: "🚨 THE NUMBER WALL STREET DOESN’T WANT YOU TO SEE Global defensive stocks just hit 17% of world market cap The last time this happened? March 2000. Six months before the Nasdaq crashed 78%. Here’s what the smart money is doing while you chase AI: THE SETUP: Consumer https://t.co/s5irFpHnjM " / X Softbank fulfills $40 billion OpenAI backing, sources tell CNBC SoftBank just wired $40B to OpenAI. To fund it, Masayoshi Son sold his ENTIRE Nvidia stake. He admitted he "was crying" while doing it. Here's what no one is telling you about what happens next: The $40B flows to OpenAI. OpenAI commits $300B to Oracle. Oracle borrows $108B to build data centers. Oracle buys $40B in Nvidia chips. Nvidia "invests" $100B back into OpenAI. The circle closes. $610B circulating. Only $40B of new money entered. This is not an investment. OPEC+ Likely to Confirm Oil Production Pause, Delegates Say Liz Webster on X: "🚨 NEW: The real sliding-door moment of Brexit 🔥 revealed! Brexit didn’t begin in 2016. It began in June 2003. Britain 🇬🇧 didn’t lose the NHS bc of Europe. It lost it bc it walked away from the growth model that could have paid for it. That was the moment Britain quietly https://t.co/2F37WK9M8G " / X Chlorinated chicken row as US seeks leverage over stalled UK tech pact - FarmingUK News

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

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

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

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

BoE to cut, ECB on hold, BoJ tom morning (much more important for risk overall) First Micron exited their Crucial consumer-facing memory business, then we heard Samsung may stop selling SSDs, now there's news that Nvidia may reduce their RTX 50 production by up to 40% next year, Blue Owl capital walks away from ORCL's ä10bn data center plan, and ...Bernie now wants a moratorium on construction of data centers.. Markets : AI names down, oil stocks up on US/VEN conflict and under-owned, Trump promises 'warrior checks' (unlikely..), Dems win blow out vote in Kentucky (Trump's popularity plummeting), “BEYOND A REASONABLE DOUBT” — Jack Smith calmly destroys Trump’s “witch hunt” fantasy in testimony before Congress , Oracle is pure 'monetization problem'...(has lost half its value in 3mos..) which could turn out to be 'THE' issue for the whole Ai trade, . or saying that the market quietly forcing one question onto every balance sheet: show me the cash >>> equity markets rotation continues, Ai/datacenters/techs/non profitable thematic names down...while oil, metals, commodity realated / quality names do well... precious metals, oh my.. what a marvellous ride in 2025.. ! related stocks struggling though #SILJ etc.. wild times ahead no doubt.. Geopolitics : China and Russia Reaffirm Support for Iran and Venezuela Amid U.S. Pressure Recent developments show China and Russia continuing to voice strong diplomatic backing for Iran and Venezuela in the face of escalating U.S. sanctions and military actions, Martin Wolf: The greatest threat to Europe is no longer external authoritarianism alone, but the collapse of the Atlantic moral alliance and unless Europe (and the UK) re-anchor themselves fast, they will be picked apart from within U.S unemployment rate (outside covid) is at its highest level in over 8 years. The labor market is deteriorating particularly quickly for young workers, who are facing a 10.6% unemployment rate German Chancellor Metz announces FORCED mobilization if Germany fails to gather volunteers for the military to counter Russia Everyone is on the K shaped economy / divide >>> IMHO it's bigger and more like a generational divide.. endless deficits, NIRP, ZIRP, endless QE and easy monetary policy have supported asset prices, real estate, single family homee and of course equity prices (who's rally been long equity..? the 10pct..).. now we face the consequences...wiht higher inflation, higher taxes, crazy more volatile geopolitics, affordability issues etc...whihc mostly falls on the younger generation.., many have the right to be pissed off, trouble is no easy asnwer and solution (unless very dratic..).. Nvidia Might Cut RTX 50 GPU Supply by Up to 40% in 2026 Due to Memory Shortages Micron Announces Exit from Crucial Consumer Business | Micron Technology Leaks claim Samsung may stop SATA SSD production in 2026 - The Escapist Oracle's Michigan Data Center Project Talks Progressing Without Blue Owl Capital, ETTelecom Market now says show me the money first.. Good news ! General Mills is cutting prices on food, and it’s paying off But, listetning to the FOMC... Fed said they see stagflation as the biggest risk in 2026 FOMC members foresee.... rising inflation together with rising unemployment Now politics get involved... Bernie Sanders on X: "In the next two years, AI data centers will not only cause electric bills to soar, but are expected to generate the same emissions as driving over 300 billion miles — or 1,600 round trips to the sun from Earth. We need a moratorium on the construction of new AI data centers. https://t.co/ePCljSSseT " / X Jack Smith defends Trump prosecutions in testimony to Congress Republicans IMMEDIATELY regret calling in Jack Smith to testify as he says on the record he has absolutely ZERO regrets and would even CHARGE TRUMP AGAIN if he could, suggested if Trump didn’t want to be indicted, he shouldn’t have broken the law Senate passes defense bill that defies Trump and forces sharing of boat strike videos - POLITICO Senate passes defense bill that defies Trump and forces sharing of boat strike videos The president is still expected to sign the legislation, which now heads to his desk. China says US will only 'harm itself' after Washington approves $11 billion arms sale to Taiwan Dems score blowout victory in Kentucky as Trump's popularity plummets - Raw Story 'Warrior dividends': Trump promises $1,776 checks for US service members this Christmas Trump wants to spend over $2.5 trillion sending 1.45 million $1,776 checks to members of the military. $1,776 won’t even cover their additional household spending because of Trump’s tariffs China advances on its AI 'Manhattan Project:' Reuters Seems like a big security failure by ASML and dutch intel services Liz Webster on X: "🇫🇷 🇫🇷 🇫🇷 This is a warning from the President of France @EmmanuelMacron He sets out why Europe must stop being naïve - about China’s export dumping, about US coercion, and about its own unfinished single market - and start acting like a power. Europe has the capital, the https://t.co/zPKTfCaqWR " / X Venezuela denounces Trump's order for ship blockade as 'warmongering threats' Tesla Faces License Suspension In California Over FSD Claims As Gerber Says 'The Days Are Over,' Munster Calls Ruling 'Absurd' - Tesla (NASDAQ:TSLA) - Benzinga Tesla's car business is only worth $30 a share, analyst warns

Markets : Crude on 4year lows, 4.6% unemployment rate in U.S has always signaled recession in the past 50years, Citadel's Griffin on Rep party and inflation (below), Portfolio managers' cash level drops to a record low 3.3%. Dec BofA FMS (all FM survey headlines below), the BoE WILL welcome softer inflation this morning (3.2% - cut tomorrow nailed on, and more to come in 2026), BoJ will hike rates to the highest level since 1995 on Friday, VW shuts down production at German plant (unheard of..), GOLD, SILVER, PLAT mainly and PALL rally unprecedented this year, what else!.. many miners, junior miners not really joined in the fun #SIL #SILJ etc >>> markets rallied off lows yesterday #QQQ when FED injected $4bn in MBSat 1:30 eastern time, let's see how goes into OpEx, Venezuela, BoJ hike and Epstein files release by end of the week, imho markets feel super heavy, FM survey shows managers are long (all-in basically, which is fine till it isn't), prepare, plan accordingly..would be very careful over next few weeks.. and going into early 2026 Trade : The US threatened to retaliate against EU companies, including Accenture, Siemens and Spotify in response to the bloc’s digital tax efforts, Geopolitics : TAIWAN is a red line" - CHINA warns ISRAEL, US-VENEZUELA CRISIS: Donald Trump orders a blockade (a la Cuba missile crisis) of "all sanctioned oil tankers" going into and out of Venezuela. He claims some of the Venezuelan oil fields belong to America (bit of act of war, surely not coincidental with the Epstein files coming out on Friday...), Public market price discovery can be BRUTAL...-FT Goldman : Gold ETF's account for just 0.17% of private portfolios.... AI how good is it really ?...Only 15% of executives saw profit margins improve due to AI over the last year according to Forrester. BCG found just 5% of executives saw widespread value from AI. Forrester predicts companies will delay about 25% of their planned AI spending in 2026 by a year Citadel founder Ken Griffin says the Republican party is struggling with policies on tariffs and immigration that are fueling inflation during an interview with Dani Burger at the Conference de Paris Silver may soar further as China curbs exports from January 1 - The HinduBusinessLine Mark on X: "ED STEER: "Throw Technical Analysis Out the Window" - Why This Silver Rally is Different. 📈 Silver's price acceleration is entering parabolic territory. Here’s how fast each $10 move has happened: ➡️ $20 to $30: 145 days ➡️ $30 to $40: 145 days ➡️ $40 to $50: 39 days ➡️ $50 to https://t.co/fUhgutacZL " / X US Threatens Retaliation Over EU Digital Tax Griffin Writes Checks to Spur Citadel Employees’ Nonprofit Work - Bloomberg Private market marks, say hello to public markets VW to Shut Down Production at German Plant | SupplyChainBrain Musk said he’d pull back from politics. He’s donating again Nigel Farage’s £9m Donor Profits From Putin Propaganda Platform While Holding MoD Stake – Byline Times Hedgie on X: "🦔Only 15% of executives saw profit margins improve due to AI over the last year according to Forrester. BCG found just 5% of executives saw widespread value from AI. Forrester predicts companies will delay about 25% of their planned AI spending in 2026 by a year. Klarna rolled" / X Milton Friedman Quotes on X: "Milton Friedman: “Keep your eye on one thing and one thing only: how much government is spending, because that’s the true tax.” “If you’re not paying for it in the form of explicit taxes, you’re paying for it indirectly in the form of inflation or borrowing.” https://t.co/cvPpAfbL1b " / X Microsoft Scales Back AI Goals Because Almost Nobody Is Using Copilot | Extremetech The AI Data Center Short | Jim Chanos on Oracle, Data Centers Landlords, and GPU Merchants - Monetary Matters with Jack Farley | Podcast on Spotify Global Surveillance on X: "BREAKING; "TAIWAN IS A RED LINE" - CHINA warns ISRAEL CHINESE Embassy in ISRAEL stated that the TAIWAN issue is a "red line that cannot be crossed" and urged Israel to "correct its erroneous actions". Beijing warned that continuing official or military contacts could severely https://t.co/b3Uuz8oRfZ " / X Global Fund Manager Survey The bullet points below provide more details on the latest survey results: ▪ In terms of global growth expectations, a net 18% of respondents expect a stronger economy over the next 12 months, compared with a net 3% the previous month. ▪ The FMS broad measure of sentiment, based on cash levels, equity allocation, and global growth expectations, further improved to 7.4 from 6.4 the previous month, the highest since July 2021. ▪ On inflation, a net 2% of respondents expect a higher global CPI in the next 12 months, compared with a net 2% who expected a lower CPI the previous month.  Inflation expectations have come down sharply over the past few months given tariffs have not led to a sharp increase in consumer prices as some had feared. ▪ Equity allocation rose to a net 42% overweight from 34% overweight the previous month, the highest since December 2024.  Current allocation is 0.6 standard deviations above the long-term average. ▪ Allocation to US equities rose to a net 6% overweight, vs. -6% underweight the previous month.  Current allocation is 0.5 standard deviations above the long-term average. ▪ Allocation to Eurozone equities rose to a net 18% overweight vs. 9% overweight the previous month.  Current allocation is in line with the long-term average. ▪ A net positive percentage of respondents are saying companies are overinvesting, which is unusual.  However, the net percentage who believe so has fallen to 14% from 20% the previous month. ▪ Bond allocation fell to a net -29% underweight from -12% underweight the previous month.  Current allocation is 0.4 standard deviations above the long-term average. ▪ Cash allocation fell to -11% underweight from -8% underweight the previous month.  Current allocation is 2 standard deviations below the long-term average. ▪ Commodities allocation was net 18% overweight, compared with 17% overweight the previous month.  Commodities allocation is the highest since September 2022 and 1.2 standard deviations above the long-term average. ▪ A net 53% of respondents believe the USD is overvalued, up from 45% the previous month.   ▪ A net 34% of respondents believe gold is overvalued, up from 32% the previous month.

Markets : equity softer ahead of a barrage of delayed US data (payrolls today), FED uncertainty persist, Hassett suddenly not the favorite on betting markets, FORD kills it's all electric F-150-a $19.5bn write-off (Trump cut subsidizes...), an ounce of SILVER is now for the first time worth more and a barrel of Crude, BoJ meeting on Friday is a key event for risk (PARTICULARLY AFTER THE VIX expiries..) , ORCL is now down 45% since the AI hyped highs 2months ago (debt..), Epstein files are scheduled to be released on Friday, per the Epstein Files Transparency Act (suspect Trump will do all sorts of other things to divert attention then, Venezuela bomboing and god knows what else) , Dutch Pension Shift Obsessing Bond Traders Is About to Get Real-BBG >>> equity markes clearly is a spot of bother, sell rallies, big risk after US data dump and VIX expiries this week (often a trigger..), USDollar looks soft, previous metals loving it still, since we recommended earlier in the year..XPT now up 100pct year-to-date, Silver same, PALL reacting slowly but surely too, while BTC struggles.. Geopolitics : UKR-RU deal full of hope, but doesn't sound like a deal is imminent (Rosenberg) EU yields to pressure from automakers as it rethinks 2035 combustion car ban #PLAT OpenAI Researcher quits, saying Company is hiding the Truth . It 's not letting potentially damning research get out there Bank of America’s Savita Subramanian forecasts the S&P 500 ending 2026 at 7,100, implying just 4% upside and the most bearish Street view Trump has put Starmer’s £31bn “tech prosperity deal” on ice to force the UK to drop its digital tax and weaken food standards >> REOPEN customs union negotiations fast!!.. and this is absolutely MENTAL : "Annual average regular earnings growth was 7.6% for the public sector and 3.9% for the private sector" - ONS, weaker UK payroll employment data too this morning (5.1%) Bethany McLean broke the Enron scandal. Tomorrow, she publishes her first investigation for Hunterbrook — on a company that may epitomize the AI bubble. DeSantis says AI Data Centers have ZERO economic benefit for locals Experts ” predictions for Bitcoin before the end of 2025 ... just imagine the amount of money spent on these experts... $170,000 - JPMorgan $180,000 - VanEck $200,000 - Standard Chartered $250,000 - Tim Draper $126,000 - Tom Lee $350,000 - Robert Kiyosaki $500,000 - Chamath Palihapitiya Dutch Pension Bond Shift Risks Triggering Bond Market Volatility - Bloomberg Ford Kills the All-Electric F-150 as It Rethinks Its EV Ambitions | WIRED Dow Jones Top Company Headlines at 3 AM ET: CoreWeave's Staggering Fall From Market Grace Highlights AI Bubble Fears | CEOs ... | Morningstar OpenAI Researcher Quits, Saying Company Is Hiding the Truth The Suez Canal Reopening Is a 2026 Gift for Commodities - Bloomberg UBS-Dollar-Skandal: Höchstes Opfer – ein Subalterner – Inside Paradeplatz McKinsey layoffs show white-collar job cuts are spreading Steve Rosenberg on X: "Doesn’t sound like a peace deal is imminent. “Beating a dead horse” is how the Russian government paper describes the US-Ukraine talks in Berlin. Meanwhile, “tax debts of Russians & businesses increased by 20% this year” & “alcohol prices may rise 10-17%” #ReadingRussia https://t.co/ApcugkuZxr " / X Bit long but priceless if you have time ! The Plan is to Make the Internet Worse. Forever. | Aaron Bastani Meets Cory Doctorow Goldman (Bartlett): - AI is no longer the ~only micro theme in the market, but it’s still the most important, and I think it’s safe to say the thematic disappointed [last] week. - ORCL spent too much (raised FY26 Capex, market no longer rewarding off-balance sheet spend), AVGO didn’t raise AI Revenue forecast by enough, OpenAI’s release of ChatGPT 5.2 didn’t spark the market’s interest like Gemini 3 did in early Nov, and [Friday's] report of ORCL datacenter pushouts didn’t help matters (even if it was refuted later). - After a solid 2 week rally in the trade, some air is clearly getting let back out, and most AI stocks are now back to ~flat on a 2 month+ basis. EU yields to pressure from automakers as it rethinks 2035 combustion car ban | Reuters Nick Timiraos on X: "Miran offered a detailed breakdown of his inflation outlook, arguing that underlying price pressures are closer to the Fed's 2% target than headline figures suggest—and that tariffs are not the culprit for the recent uptick in goods prices. On shelter, he said the catchup to" / X Ryan Crosswell quit Trump's DOJ. Now his resignation letter is part of his stump speech for Congress says he’s running for Congress to NOT ONLY expose Pam Bondi's corruption in the record, but to ALSO hold her accountable. This is huge DeSantis calls for restricting data centers - E&E News by POLITICO

Markets : big backlog of U.S economic data is coming this week, "Microsoft Scales Back AI Goals Because Almost Nobody Is Using Copilot", some Oracle Data Centers for OpenAI delayed to 2028 From 2027, OpenAI will spend $6 billion on stock-based compensation this year, half of its revenue (read that again..!), Chile far right wins presidential election runoff (a trend in LatAm), , China retail sales down 1.3% yoy in Nov (property sales down 16% yoy, and fixed asset investment are down 2.6%-yikes), U.S layoffs in late 2025 are accelerating >>>> Bond yields up a little even in deflation-weak China, FOMC cut, but global rates don’t care #duration— and that’s not great news for risk and equities in general, however...precious metals! 'what else'... PLAT now on 14year highs, SILVER and GOLD keep on trucking, even PALL is waking up too.., USDOllar remains soft, risk is a decent move lower into year-end, and BTC is ....doing nothing sitting just above recent lows near $90K... AI in a nutshell.... : “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.”....''avoid disaster...'' The Federal Reserve has started buying short-term government bonds (i.e., government debt) to increase bank reserves, which is why we cannot call it Quantitative Easing/Thread Merz : '''the decades of Pax Americana are largely over for us in Europe, and for us in Germany as well. It no longer exists as we knew it. That's the way it is. The Americans are now very, very aggressively pursuing their own interests. And that can only mean one thing: that we, too, must now pursue our own interests.''' UK's Miliband isolated as EU prepares to reverse petrol car ban Market Quick Take - 15 December 2025 | Saxo China’s worst retail sales since Covid add to growth risks | The Straits Times Chile election: Far-right Kast wins presidential runoff – DW – 12/14/2025 Layoff announcements top 1.1 million this year, the most since 2020 pandemic, Challenger says 'America ruthlessly pursuing own interests': Merz says 'Pax Americana' over for Europe | Watch Ukraine Says Russian Drone Hit Turkish Cargo Vessel in Black Sea - The Moscow Times Is It a Bubble? Shanaka Anslem Perera ⚡ on X: "THE GRID WILL BREAK FIRST Texas just received requests for 226 gigawatts of data center power. The entire state runs on 85 gigawatts. Here is what nobody is telling you. ERCOT's interconnection queue nearly quadrupled in twelve months. From 63 gigawatts in December 2024 to https://t.co/Q0M9ibgrqn " / X Microsoft Scales Back AI Goals Because Almost Nobody Is Using Copilot | Extremetech Also Microsoft $MSFT  rolling out absolutely insane price increases +43% for Microsoft 365 personal subscriptions Oracle’s debt trades like junk as bond, CDS spreads flare - The HinduBusinessLine They burned through $12 BILLION in one quarter building data centers. Their free cash flow? NEGATIVE $10 billion, no near-term revenue and HUGE Capex spent OpenAI Ends Vesting Cliff For Employee Stock Options Again As Competition For Top-Tier Talent Intensifies: Report - Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL) - Benzinga OpenAi's fate will be to be aquired by somebody like Microsoft, at a fraction of its ridiculous valuations.. Again, this is not really QE at all, and inflation expectations at near 4.5% ! jeroen blokland on X: "The Federal Reserve has started buying short-term government bonds (i.e., government debt) to increase bank reserves, which is why we cannot call it Quantitative Easing. At the same time, Trump is making it extremely clear that ‘Federal Reserve independence’ is a myth by https://t.co/NJj9VgDVH2 " / X EU poised to reverse ban on petrol cars More ranting and more lies.. so much of it around, it's hard to pick the best of the day.. StockMarket.News on X: "Trump says the US has "taken in $18 trillion due to tariffs," he's not talking about revenue collected at the border. Instead, he's referring to "investment" commitments from companies and foreign governments that have pledged to spend money in America to either get tariff https://t.co/JnzIcMTuBi " / X Jared Kushner is at the center of Trump's corruption - Salon.com

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...