Market Analysis & Crypto Bear Market - The market is potentially entering a bear market, indicated by Bitcoin's stability and the ratio of gold ounces to one Bitcoin at 23, having broken key support at 35 [1] - The Bloomberg Galaxy crypto index is down 10% YTD, suggesting speculative excesses are diminishing [3][4] - Bitcoin's poor performance, especially when adjusted for volatility, is notable considering the S&P 500 is up 15% [4][5] - The market's dependence on the Trump administration and the launch of ETFs at a peak are seen as similar to the dot-com bubble peak [5][6] Bitcoin & Digital Asset Treasury Concerns - The concept of "digital asset treasury" is questioned, suggesting traditional treasuries are more appropriate [8] - MicroStrategy's doubling down on Bitcoin, with an $835 million purchase in seven days, is viewed with skepticism, especially given the stock's poor performance [7][8][9] - Bitcoin's potential to drop below $70,000 if the stock market declines by 5% is highlighted [10] Gold Market & Risk Reversion - Gold's performance is signaling potential peak bull market conditions, similar to Bitcoin's situation the previous year [12] - Gold is considered expensive and may indicate a major reversion in risk assets [13] - Gold's stretched position versus its 60-month moving average is the most since 1980, suggesting taking profits might be prudent [12][13]

All right. A check on cryptocurrency Bitcoin briefly falling below 93,007 $14 to erase a more than 30% gain this year. It peaked, of course, as a record of more than 126,000 in October.Bitcoin ether Solana in positive territory as we speak right now. Institutional buyers pulling back after that Bitcoin tumble. Let's get perspective from Zen koan managing partner and CEO at Revel Capital from the office.Also with us as be Powell, head of capital markets and strategic intelligence at search. Good to have you ...

The crypto market is still reeling from a massive October crash that wiped out billions of dollars in liquidations. Both institutional and retail investors remain cautious, many still absorbing their losses. But this downturn wasn't just about falling prices.It exposed deeper structural flaws in the market. Some smaller tokens even dropped to almost zero for a while, showing just how fragile things can get when liquidity dries up. We haven't seen any major friends publicly blow up yet, but likely a few smal ...

SCARLET: WELCOME TO "ETF IQ." I AM SCARLET FU. KATIE: AND I AM KATIE GREIFELD. SCARLET: KATIE: LET'S GET TO THE BIGGEST STORIES RIGHT NOW.STOCKS WAVERING AS THEY PREPARE FOR NVIDIA EARNINGS AND THE DELAYED JOBS REPORT SET TO BE RELEASED LATER THIS WEEK. SCARLET: WE WILL SPEAK TO JOHN MAIER OF JPMORGAN ASSET MANAGEMENT ON THE FOURTH QUARTER GUIDANCE ON ETF'S. KATIE: PROJECT GRAYSCALE TESTS THE MARKETS AS IT FILES.ALL THAT AND MORE COMING UP. ERIC BALCHUNAS IS HERE WITH US NOW LOOKING AT THE FLOWS. WHAT HAVE ...

It really has been surprising how much time you spent on foreign policy. I mean, he was gone overseas for a good chunk of the government shutdown. There's definitely a question within Republican circles and folks concentrating on 2028 to understand why the president is international so much when his agenda and his campaign was so much more designed to be focused on the U.S. And I think we're about to enter a pretty substantial sea change in terms of political coverage and who we focus on.There have been at ...

Stock movers. You mentioned it right at the top. Lots of M&A and all that.Yeah, the Amazon transaction, $12 billion in bonds. Let's get an update. It's a podcast.Lisa, Will. You got it. Okay.I want to start with it in video NVDA, you know, their shares have been down more than one and a half percent. And this is what's happening. A filing is showing that Peter Charles hedge fund tail macro, it's sold off its holdings in NVIDIA during the third quarter.And how much are we talking. We'll get to the numbers. O ...

Geopolitical Tensions - Japan is sending a senior diplomat to China to ease tensions over the Prime Minister's comments on Taiwan [1] - China views Japan's stance as a significant shift, particularly regarding potential military intervention in Taiwan [2] - Chinese state media criticizes Japan's stance as the first overt threat of force in 80 years [2] - China is taking countermeasures, including advising citizens against traveling to Japan due to security concerns [4] - China sent armed coast guards to disputed waters near the Senkaku/Diaoyu Islands as a signal of potential strong countermeasures [7] Economic Impact - Chinese travelers represent nearly a quarter of Japan's total foreign travelers [9] - Chinese travelers are the biggest spenders in Japan [9] - Shiseido's revenue from the Chinese market accounts for more than 30% [10] - Department store stocks are significantly impacted, with one down over 12% [14] - Fast Retailing (Uniqlo) is down over 6% [16] - Hotel operators are down around 9% [17] Market Outlook - Analysts initially anticipated record tourist numbers in Japan by 2025, with Chinese visitors being a major component [17] - Concerns are rising among investors regarding inbound-related stocks as the year-end approaches [17] - Bloomberg Intelligence suggests that Japanese companies' expansion ambitions in China could be hindered [10]

Is this a game changer for Ford at all to be able to sell its used vehicles on Amazon. It's sort of Ford putting a toe in the water and doing a deal with Amazon. Hyundai was the first to get on the Amazon auto's portal about a year ago and they're selling new cars.Ford is coming with its certified use cars first to see how that goes. They are getting a lot of interest from their dealers and if they do this in partnership with their dealers. But it will sort of address these issues that consumers have about ...

AVOID PRIVATE CREDIT CALLING IT THE NEXT SUBPRIME. AND TRADING FOR UNCLE SAM. NICOLE HELD PRIVATE TALKS WITH TREASURY SECRETARY SCOTT BESSENT ABOUT MOVING THE BANK'S HEADQUARTERS TO AMERICA ACCORDING TO THE FINANCIAL TIMES.THE TRUMPET ADMINISTRATION IS SAID TO BE RECEPTIVE AS SWITZERLAND PUSHES AHEAD WITH TOPPER CAPITAL RULES THAT COULD COST UBS $26 BILLION. IT WOULDN'T REALLY COST THEM THAT BUT WE WILL EXPLAIN. A RELOCATION COULD LET THE WORLD'S BIGGEST WEALTH MANAGER TO APPALOOSA REGULATIONS AND DEEPEN IT ...

I would say the brilliance of the BBC. It was designed as an institution that would be fairer and offer truth and fairness. To a British audience and subsequently to a worldwide audience with the worldwide news network.And in many ways, American television was built on that standard. And so giving that trust up, giving that opportunity up, I think, would be a mistake. How do they restructure emotionally.How do they recapture the minds of the United Kingdom to say, you can trust us. It's been shattered with ...