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]

Yeah. I mean, I guess I was a lot for the Hunts Brothers, but I don't remember it. Well.Yeah, it seems like it's almost unsustainable at this point because what else could drive it higher. And I think that's what people are racking their heads about. And we've talked about positioning now being stretched either our size or called skew.All that now to me tells you it's just a very tough proposition to buy at this level and expect to have further gains. But look, it's not just the geopolitics. It's not just t ...

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. ...

Цели специальной военной операции, безусловно, будут достигнуты. Мы предпочитали бы делать это и устранить первопричины конфликта с помощью дипломатии. Если же противоборствующая страна, их зарубежные покровители от разговора по существу откажутся, Россия добьдётся освобождения своих исторических земель военным путм.Задача создания и расширения буферной зоны безопасности также будет последовательно решаться. Мы готовы вести переговоры и готовы решать все возникшие за последние годы проблемы мирным путём. Ад ...

Geopolitical Risk & Oil Market Impact - The US is intensifying an oil blockade against Nicolas Maduro's government in Venezuela [1] - The US is pursuing a third oil tanker, Bella 1, near Venezuela [1] - Bella 1 is a Panamanian-flagged vessel sanctioned by the US [1] - The attempted interdiction follows the boarding of the Century Super Tanker and the Skipper [1]

Welcome to Mara Lago for this exciting announcement of the new Golden Fleet. We're calling it the Golden Fleet that we're building for the United States Navy. As you know, we're desperately in need of ships.Our ships are some of them have gotten old and tired and obsolete, and we're going to go the exact opposite direction. As commander-in-chief, it's my great honor to announce that I have approved a plan for the Navy to begin the construction of two brand new, very large, largest we've ever built battleshi ...

PLEASED TO SAY IS THE CEO OF NOVO NORDISK, MIKE DOUSTDAR. GREAT TO HAVE YOU WITH US. JUST TO SET THE SCENE WHEN IT COMES TO THE U.S. MARKET, YOU HAVE BEEN LOSING SHERRY TO ELI LILLY FOR A COUPLE YEARS NOW. WITH THIS APPROVAL, YOU HAVE AN IMPORTANT FIRST MOVER ADVANTAGE WHEN IT COMES TO ORAL GLP-1'S.GIVEN THAT YOU EXPECT TO SELL THE PILL VERSION OF WEGOVY IN JANUARY AND ELI LILLY IS NOT DUE UNTIL MARCH, HOW DO YOU PLAN TO MAKE THE MOST OF THIS HEAD START. MIKE: THANK YOU FOR HAVING ME. AS THEY SAY, CHRISTMAS ...

GDP & Economic Growth - US GDP for the third quarter showed a massive upside surprise, coming in at 43% versus a prior of 38% and a survey expectation of 33% [1] - The GDP uptick was unexpected by many [2] - Aggregate demand was growing at a rapid rate [5] Federal Reserve & Interest Rates - The unexpectedly high GDP figure raises questions about the Federal Reserve's decision to cut rates by 075 percentage points in September [5] - The GDP data may influence Fed officials as they consider recalibrating interest rates in January, especially given the divided opinions within the FOMC regarding the last rate cut [6][7] - The front end of the curve on the two-year saw a big spike up to 35351 in yields following the 43% GDP reading [3] Economic Data & Market Reaction - Durable goods came in much worse than expected, dropping by 22% [2] - The GDP data is considered stale due to delays caused by a government shutdown [1][3]