Market Dynamics & Macroeconomic Factors - Surge in gold and silver prices is attributed to both fundamental economic issues and speculative human behavior [1][4] - Global trade impediments disrupt currency flows, discouraging foreign investment in US Treasuries and potentially increasing borrowing costs [2] - Trade disruptions may pressure the Federal Reserve, impacting the US's ability to borrow cheaply for overseas investment [2][3] - Weaponization of the dollar also impacts precious metal space [3] Speculative Investment - Speculators, previously focused on meme coins and SPACs, have returned to the precious metals space, increasing volatility [4] - Technical factors and speculative activity contribute to market movements in precious metals [5] Risk Management & Investment Strategy - Mining companies prioritize management teams and resource allocation as key factors for risk management [6][7] - Buying protection can mitigate downside risk but may lead to underperformance in a bull market [8] - Investment decisions should align with individual risk tolerance [8] - The industry aims to communicate effectively so investors can make informed choices [8]

If, in fact, this is halted here. The mayor of New London, Michael Bizzaro, says the Grinch has just stolen Christmas. Is he right.Not a heck of a Christmas present, was it. What you just heard the president say. It does high wind power, but he's not the leader of things that were committed a long time ago.Are we in revolution when was actually permitted under from one back in 2000, 1890. So a long time ago. So this was a real shock to our system.They did it to us over Labor Day as well. Remember, they had ...

How soon are we talking. What's pushed them over the edge here. Well, it's important to note that Sachs has been struggling almost from jump from as soon as they completed this merger with Neiman Marcus.And that was only one year ago today. And by the middle of this year, they were raising more money from the lenders whose bonds were trading at about half of their face value in order to pursue a turnaround and give themselves more runway. So those lenders threw even more money after what they had provided i ...

We've got another big dump. Thousands more Epstein files. And the president's name is appearing more times in this tranche than the first.He was asked about this at Mar a Lago last evening. Here's what Donald Trump said. Everybody was friendly with this guy, either friendly or not friendly, but they were you know, he was around he was all over Palm Beach and other places.The head of Harvard was his best friend, Larry Summers. And Bill Clinton was a friend of his. But everybody was.So downplaying his relatio ...

Policy & Regulation Impact - The US government is rerouting hundreds of billions of dollars through the economy via executive orders [1] - A new law, the Genius Act, is converting the crypto industry into a major buyer of Treasury bills, redirecting tens of billions of dollars toward Washington's borrowing needs [2] - Proposed changes to capital rules could free up balance sheet space for big banks, allowing them to hold more treasuries and expand repo lending [5] Energy Sector Shifts - The administration is speeding up fossil fuel permits and phasing out key clean energy tax credits earlier than expected [3] - This is cooling investment in offshore wind and EVs while reviving drilling projects in midstream pipelines, shifting big money out of green power and back toward oil and gas [3] Financial Market Restructuring - Fannie Mae and Freddie Mac are being prepared for a return to private ownership, which could lead to massive equity raises and changes in how home loans are financed and priced [4] - A new executive order makes it easier for retirement plans to offer private equity and private credit options for workers, potentially pushing billions into alternative asset managers [3][4] Potential Risks & Criticisms - Critics argue that the proposed changes to capital rules will make the financial system more fragile and give big banks an even greater competitive advantage [5]

Javier, you're picking up on geopolitics. We've got the conflict uh in Ukraine continuing uh Russia under sanction as a result of that. Then off the coast of South America, you've got a blockade in in place.How do these stand to affect the price of oil here in in the months to come. >> Well, I mean, that is the big headline race that oil traders talk about. You could have your best modeling of the global economy, your best modeling of supply and demand, but you cannot really anticipate what uh President Tru ...

Market Trends & Volatility - Bitcoin experienced significant volatility throughout 2025, with highs of $125,000 per coin but currently trading well below $90,000, showing signs of stability entering the year's final days [2] - 30-day volatility for Bitcoin peaked just above 45% in early December [3] - Prediction markets are gaining traction, with companies like FanDuel and Coinbase entering the space [2] Institutional Involvement in Crypto - J P Morgan is considering offering crypto trading to its institutional clients, signaling a potential reversal of previous skepticism [4] - Other financial institutions like Goldman Sachs, Morgan Stanley, and PNC are also showing increased interest in crypto offerings for clients [5] - J P Morgan has been actively involved in blockchain technology for about a decade [9] Digital Asset Treasury Companies - Ethzilla, a Peter Thiel-backed firm, sold over $74 million of Ether tokens to pay down debt [10] - Many digital asset treasury companies lack differentiating strategies and face competition, leading to prolonged asset decline [13] - Strive, a Bitcoin treasury company, claims to have outperformed Bitcoin by 34% since announcing its strategy on May 6, with a current outperformance of 123% [20] - Industry consolidation is expected among digital asset treasury companies due to a lack of differentiation [22] Prediction Markets - DraftKings and FanDuel are launching their own prediction markets products [51][52] - Coinbase is acquiring a derivative clearinghouse to become an "everything exchange" [52][53] - Robinhood is expanding its prediction market offerings beyond politics to include sports, world affairs, economics, culture, and weather [48] Blockchain Infrastructure & Stablecoins - Zerohash provides infrastructure for traditional finance companies expanding into crypto, powering major players in brokerage and payment spaces [35] - Zerohash partnered with Morgan Stanley for crypto trading on E-Trade [38] - Stablecoins are expected to become a crucial payment rail, with increased adoption of account movements globally [44][45]

Market Trends & Drivers - Speculative froth in futures or options markets is contributing to exponential price increases in certain commodities [7] - Electrification efforts are creating industrial demand for copper and silver [4][5] - As gold becomes less affordable, consumers are shifting to platinum and silver, creating retail demand, particularly from India and China [6] Supply & Demand Issues - Under-investment in mining is preventing supply from matching physical and speculative demand for certain metals [3] - Mining and production quality issues are contributing to the outperformance of silver [2] Geopolitical & Economic Factors - Concerns about tariffs are impacting Chinese industrial production demand for copper [8][9] - Chinese industrial production bid for copper has cooled due to slowing growth [9] - Uncertainty surrounding the final tariff rate on processed copper exists [10] Regional Market Dynamics - Copper inventories in America are at their highest levels, anticipating the finalization of tariffs [9] - The spread between COMEX and LME copper prices is wide, reflecting tariff concerns [8]

This is really going to be super exciting for the millions of patients that have been waiting to get their hands on a GLP-1 pill. Um, and for the first time, we are having a pill that has an efficacy of some 17% if you take the pill regularly. And one in three people are going to actually reduce up to 20% weight loss.I think that data speaks for itself and we are super excited of course to be the first to the market and um and we're going to go all in. We're of course going to sell this through our own webs ...

A senior Russian general was killed after a bomb exploded in his car in Moscow. An investigative committee reporting in a telegram statement. The lieutenant general was killed when the device planted under his car detonated early this morning.Russian investigators saying the involvement of Ukrainian special services in the killing was one potential theory being examined. Ukraine has not commented. ...