Government shutdown is nearly over.We all know what means:- Gold to stagnate.- Risk-off to become risk-on.- $BTC to pull the actual move upwards.- #Altcoins to follow suit.The final easy cycle. ...

Government Operations - US government shutdown is ending [1] - Restarting the federal bureaucracy could take days, potentially a week or more, to resume normal operations [1]

If you look at the leads of the New York Times and the Washington Post, uh what it shows is something that I actually found was was one of my favorite sayings. Uh it's proving one of my favorite sayings uh that that that came out of my time in Washington DC. Paul Simon, who not the singer, but the senator from Illinois when he was leaving Washington, someone asked, "Well, what have you learned in Washington? What's the one big takeaway?" And Senator Simon said, "Well, in politics, sometimes when you win, yo ...

Core Insights - AMD's CEO Lisa Su provided significant guidance indicating that the total addressable market for AI data centers could reach $1 trillion over the next five years, with data center revenue expected to increase by 60% in the same timeframe [7][21][12] - The stock market is experiencing upward momentum, with major indices like the NASDAQ, Dow, and S&P 500 showing gains, particularly driven by AMD's strong performance [5][6][10] - The job market in the U.S. is showing signs of weakness, with companies shedding an average of 11,250 jobs per week, raising concerns about economic stability [13][32] Company Insights - AMD's stock opened nearly 7% higher following the positive guidance from Lisa Su, reflecting investor optimism about the company's future in the AI sector [7][10] - Pfizer is facing challenges with its growth pipeline and patent expirations, trading at low multiples despite a strong dividend yield of over 6% [47][48] - The healthcare sector, particularly companies like Pfizer, is under scrutiny as they navigate growth challenges while integrating AI into their operations [52][55] Market Trends - The AI sector is experiencing a mix of optimism and skepticism, with analysts questioning whether the current valuations are sustainable given the high capital expenditures and debt levels associated with AI infrastructure [27][59] - The bond market is signaling potential trouble for AI stocks, as companies like Alphabet and Oracle face challenges in their debt markets [56][57] - There is a growing belief that AI could unlock significant value in the healthcare sector, with companies exploring AI for medical breakthroughs [54][55]

While Donald Trump, who is facing the disapproval of 54% of Americans, continues his politically losing ways by saying something that could get that disapproval number up. Something that no president in history has ever said. Twothirds of Americans are fools.Donald Trump put that in writing. Donald Trump said in writing, "People that are against tariffs are fools." 65% of Americans are fools according to Donald Trump. 65% 65% of Americans oppose the Trump tariffs and Donald Trump's response to that is to ca ...

I bet most people in America have no clue the government has been shut down for more than a month. ...

Government & Policy - US Senate approves bill to end 40-day government shutdown [1] - House vote expected later this week on the bill [1]

Government Shutdown Impact - The government shutdown had a negative impact on GDP, potentially ranging from 1% to 1.5% [2][3] - The shutdown initially cost \$1 billion to \$2 billion per day, escalating to \$15 billion per week [6] - Concerns arose about potential food shortages due to unpaid food inspectors [6] - Airline executives expressed worries about their businesses due to the shutdown [8] Affordability and Inflation - Affordability remains a significant issue for voters, impacting their ability to afford home heating, food, housing, and cars [9][10] - The administration believes they inherited an affordability crisis and are working to slow price increases and increase real wages [21] - The administration argues that Democrats are using a "con job" to suggest costs are up, despite gasoline prices being down [18][20] - The Treasury Secretary believes tariffs help consumers by bringing down the budget deficit and inflation [26] Economic Outlook and Job Security - The Treasury Secretary highlights the importance of bringing back manufacturing jobs to the US to improve job security [45] - The administration is optimistic about the potential for job growth due to a capex boom [52] - Younger Americans are encouraged to become AI literate to succeed in the job market [51][52] Argentina Bailout (Swap Line) - The US government provided a line of credit to Argentina, described as a swap line, to stabilize the government during an election [35][36] - The US government claims to have already made a profit on this swap line [40][41]

Government Shutdown & Legislation - The Senate passed a bill to reopen the government with bipartisan support (52 Republicans, 7 Democrats, and 1 independent), combining spending bills and a stop-gap measure to fund the government through the end of January [1] - The bill reverses mass layoffs and blocks additional firings but does not extend health care subsidies [2] - Speaker Johnson is aiming to clear the legislation in the House, but cannot guarantee a vote [2][3][4] Political Landscape & Midterm Elections - Republicans suffered politically in Virginia due to cuts affecting food assistance and healthcare access, impacting Biden-won districts [7] - Every county in Virginia moved toward the Democrats, indicating concerns about affordability [9] - Some counties that hadn't voted Democratic since LBJ shifted, suggesting a potential negative forecast for Republicans in the midterm elections [12] - The Democratic party is perceived to have won the shutdown, with Trump's disapproval ratings increasing [25] Affordability Crisis & Voter Sentiment - Affordability is a key issue for Americans, impacting their daily lives at grocery stores, gas stations, and doctor's offices [15][16] - There's a sense that something is wrong with the government, with voters feeling disconnected from their representatives [17] - Trump's denial of the affordability crisis as a "con job" is seen as out of touch with voters' realities [20][31] - The House of Representatives has been in session for only 20 days in the last 18 weeks, leading to anger over abdicated responsibility [22]

Core Insights - Bitcoin's price is showing signs of recovery after a recent decline, with analysts projecting a potential return to previous highs in the coming weeks [2][4] - Wall Street analysts have set bullish price targets for Bitcoin in 2025, ranging from $120,000 to $200,000, indicating a belief that the worst of the recent sell-off is over [2][8] - The market sentiment is mixed regarding the factors that could drive Bitcoin prices higher, with some analysts citing the potential end of the U.S. government shutdown as a positive sign for risk assets [3][4] Price Movements - Bitcoin's price recently dipped below $100,000 but has bounced back to around $106,000, indicating a recovery trend [5][8] - Other cryptocurrencies, such as Solana, are recovering at a faster pace compared to Ethereum, while crypto-linked stocks like Coinbase and Robinhood have seen gains of over 3% [5][8] Analyst Predictions - Fundstrat's Tom Lee predicts Bitcoin could reach between $150,000 and $200,000, with a year-end target of $175,000 set earlier this year [6][8] - Galaxy's head of research has lowered the year-end target for Bitcoin to $120,000 from $185,000, citing damage to bull market trends from the recent crash [9] - JPMorgan's analyst suggests that Bitcoin could theoretically reach around $170,000 based on its price relative to gold [12][13] Market Dynamics - The recent October 10 crash led to significant liquidations in leveraged positions, with over $19 billion affected, but the pressure appears to have eased [12] - Analysts note that Bitcoin is entering a "maturity era" characterized by institutional adoption and lower volatility, which may influence future price movements [9][10]