Monday Watch

Around X:

• @Business   

• China said it would hold military maneuvers around Taiwan that would include live-fire drills, a move that comes after the US announced a major weapons package for the self-run democracy. 
• President Donald Trump said he made “a lot of progress” in talks with Ukrainian President Volodymyr Zelenskiy as the US president pushes for a peace deal to end Russia’s invasion. 
• Some members of the Bank of Japan’s board signaled that the country’s real interest rate remains very low during a meeting earlier this month where authorities raised the benchmark rate, suggesting that further increases are likely in store.
• Oracle’s stock surged after a landmark $300 billion deal with OpenAI, briefly making co-founder Larry Ellison the world’s richest person. Bloomberg Originals explains the legacy tech giant’s rise to AI infrastructure leader. 
• Big banks are getting their sweet revenge on private equity. 
• Silver climbed to a record, pushing beyond $80 an ounce for the first time to extend a historic end-of-year rally.
• Bank of America Corp. Chief Executive Officer Brian Moynihan said he expects the Trump administration to de-escalate trade tensions next year after tariffs sent shockwaves through the US economy in 2025. 
• From crypto's Trump-fueled wild ride to gold's surge and the attack of credit cockroaches, here are 11 trades that help tell the story of markets in 2025.
• Get up to speed on what's moving global markets.
• Here's what you need to know to start your day
  .  

• @Zerohedge

• The Good News Is People Are Realizing We're On Our Own.
• New Orleans Has The Highest Homicide Rate Among Major US Cities.
• Absolutely: so you gonna subpoena Maurene Comey?
• Another example of rampant fraud in California: Fully one-third of community college applications are fake. They're just used for financial aid fraud. 
• BREAKING: Multiple corrupt Minnesota judges are under fire for dismissing a FLURRY of recent Somali fraud cases. - Judge Sarah West: Abdifatah Yusuf. - Judge Amber Brennan: Yusuf's wife Lul Ahmed. - Judge Hilary Caligiuri: co-defendant Abdiweli Mohamud. MILLIONS of dollars stolen, but the conviction wasn't allowed. Because the judges say so. These judges won their recent races entirely with no opposition.
• WHOA! Silicon Valley “tax the rich” congressman @RoKhanna becomes the first Democrat to ADMIT California has $72 BILLION in criminal fraud, calls for “full accountability” & “new leadership”. Trouble for @GavinNewsom presidential ambitions. Now that you agree: 
• Your California state tax dollars at work. Rather than helping drug-addicted homeless people, they enable and encourage drug use. 
• *SILVER FALLS AS MUCH AS 2.3% AFTER EARLIER RISING 6%.
• Donbas Dispute "Unresolved", But Trump Says Russia-Ukraine Peace Deal "Very Close".
• CASE UPDATE: MINNESOTA FRAUD SCHEME. The FBI is aware of recent social media reports in Minnesota. However, even before the public conversation escalated online, the FBI had surged personnel and investigative resources to Minnesota to dismantle large-scale fraud schemes exploiting federal programs. Fraud that steals from taxpayers and robs vulnerable children will remain a top FBI priority in Minnesota and nationwide....   
• Nick Shirley says there better be accountability following his Somali video — warning that people will be furious if there isn’t.
• Prediction Consensus: What The Experts See Coming In 2026.
• New York To Demand Warning Labels On Social Media Platforms.
• Dave Collum's 2025 Year In Review: From Precious Metals To Propaganda's Golden Age.
• As Trump Awaits Netanyahu's War Pitch, Iranian President Says Israel, US Already Waging 'Full-Scale War'.
• The Hidden Heavy Metals Damaging Your Brain... And Where They Come From.
• Courts Cap Off Year Of Major Decisions, Confrontations Over Trump Agenda.
• British Teacher Branded A Terrorist Threat For Showing Trump Videos In US Politics Class. 
• Europe's Farmer Protests Are A Warning America Can't Ignore. 
• The UK Health Care Disaster Is A Cautionary Tale For America's Rising Class Of Armchair Socialists. 
• TIL that Ilhan Omar’s husband runs the largest VC firm in the world. 
• The Santa Claus Rally Begins.        

• @CNBC

• An intriguing AI play is emerging as the new year approaches, according to Wells Fargo.
• Stock futures are little changed after S&P 500 hits fresh record: Live updates.
• Asia-Pacific markets set to trade mixed as investors kick off final trading week of 2025.

• @WSJ.com

• Entertainment companies and developers are rushing to create a high-end middle market for out-of-home entertainment.
• Heard on the Street: It’s far from certain who will end up owning Warner Bros. It’s more certain that, whoever does, the outlook for theatrical movies is dimming. 
• Washington now regards the European Union as an over-regulated bureaucracy incapable of responding swiftly to events and fulfilling its role as a U.S. ally.
• A history of modern Israeli politics tells the story of leaders who won’t exit the stage and parties that split and split again.  
• Aging power infrastructure is threatening the ability of countries to capitalize on the AI boom. The U.K. offers a cautionary tale.
• Streetwise: Markets were assailed by a trio of disruptive forces this year. Yet investors were rewarded for doing nothing.  
• The reboot of reactor No. 6 at Kashiwazaki-Kariwa on the Sea of Japan coast will mark a milestone for a nation that in 2011 suffered one of the world’s worst nuclear disasters.
• Law enforcement is expanding the use of remotely controlled drones despite concerns of civil liberties groups. 
• There’s new evidence for what teachers suspected all along: Smartphones in class means bad behavior and low test scores. @juliejargon looks at the effectiveness of school phone bans. 

• @MarioNawful

• IRANIAN HACKERS INFILTRATE NETANYAHU'SCHIEF OF STAFF'S PHONE AND DROP VIDEOS FROM IT. Iran's Hanẓala group just went from claiming they hacked Netanyahu's chief of staff's phone to proving it. They released a video. Russian ambassador to Israel. Private meeting. Quote: "Russia and Israel are friends." That's not the smoking gun. That's the opening shot. Here’s why this matters. Iran didn’t lead with the most damaging material. They led with something embarrassing but not catastrophic. The message is: "We have the phone. We have the files. This is what we're willing to show you first." Classic kompromat strategy. Release something that proves access, then hold the devastating stuff as leverage. What the Russian ambassador video reveals:
• NICK SHIRLEY'S FRAUD VIDEO HITS 75 MILLION VIEWS - FOX NEWS AIRS HIS FOOTAGE- THE INSTITUTIONAL MEDIA GATEKEEPERS JUST LOST. 75 million views. Still climbing by the hour. 400,000 likes. 150,000 reposts. Fox News running his footage on national television. Nick Shirley just proved the entire thesis: One guy with a camera documenting fraud beats every newsroom in America combined. Here's what just changed permanently: 
• BREAKING - MINNESOTA SOMALI FRAUD PLOT DEEPENS: FAKE CHILDCARE CENTERS CAUGHT DONATING TO DEMOCRATS. Screenshots are blowing up showing Somali-run childcare centers in Minneapolis funneling donations to local Somali politicians right around the time massive fraud scandals hit the fan. We're talking places like Sunshine Childcare Center Inc, MN Best Childcare Center Inc, Adult Care LLC, and Lucky Child Care Center LLC dropping $1,000 checks in 2021, mixed in with individual donors. This is tied into the epic Feeding Our Future mess, where prosecutors say over $250M in federal COVID aid for kids' meals got siphoned off by Somali-linked nonprofits. Recent probes flag up to half of $18B in state programs potentially looted, including daycare scams where centers pocket millions with no kids in sight, exposing empty "daycares" in Minneapolis that scored up to $4M. Politicians like Ilhan Omar got hit with donations from fraud suspects back in '22, though she bounced the cash to food banks. (pic) 

• @ShadowofEzra

• Erika Kirk says that just weeks before Charlie Kirk’s assassination, donors (Israeli) raised concerns about what would happen to the future of Turning Point USA if something happened to him. She says Charlie Kirk told them the organization would remain “vision led” and that Erika would do a great job running it. (video)

• @GenFlynn

• Breaking: The CCP is destroying America from within—when will it end!? They don’t need to invade America. They’re already inside. For decades, the Chinese Communist Party has been executing a quiet, deliberate campaign of unrestricted warfare against the United States, not with bombs or bullets, but with land, money, and influence. Control the land and you pressure food supply and territorial security. Control the companies and you gain leverage over the economy. Control education and you shape the next generation of American leaders. Now it reaches directly into the minds of our children. This is a long-term strategy to weaken our nation from within while we argue and look away. The response must be clear, uncompromising, and it must happen NOW.

• @TheSCIF

• The "ADJUDICATION" process is just ONE way that the 2020 U.S. Presidential Election was STOLEN. DOMINION and SMARTMATIC voting machines, along with numerous other manufactures can be controlled remotely and the physical machines can be tampered with, along with the USB drives inside, in seconds. This isn't a "design flaw" in the machines and software, they were specifically engineered to steal elections. When you have an adjudication rate that is 750x more than the legally allowed limit, (usually 1 out of 125,000 ballots), those ballots all go into adjudication and no matter what the ballot says, even if it's BLANK, you can designate all of them to go to any candidate you want at the click of a button. Every swing state was greatly above the legal limit for adjudication. Remember, we're talking about millions of ballots out of the whole country in all 50 states, and Biden only "won" in most states by 7k-12k votes. Imagine the real numbers?

• @TaraBull

• Again… With all the fraud being exposed in Walz’s Minnesota… The only Dem to vote to stop healthcare for illegals in Minnesota. 1 of 67. Melissa Hortman. The deciding vote. Then killed. Almost like she knew what was coming. Hell of a coincidence… She was kiIIed shortly after casting this vote, and watching her reaction here is chilling. (video)

• @XFreeze

• You literally can’t find a single mainstream article about the Minnesota fraud... Not even one... How is it that a simple guy with a camera can uncover over $110,000,000 in fraud in a single day, but giant billion‑dollar media organizations behind the glass doors somehow “miss” it for years? It’s not that they couldn’t find it. It’s that they wouldn’t They are desperate to bury this, protect their ideological allies, and smear anyone who exposes how rotten the system is with “it’s not as bad as it looks” think‑pieces or by turning it into a race‑based narrative to shut people up. This is as clear as it gets in broad daylight The story isn’t just the fraud... The story is the massive cover‑up.... (pic)

• @lsferguson

• I knew the Senate would be a serious problem when they elected RINO John Thune as Majority Leader, RINO Mitch McConnell as chair of the Rules Committee and Susan Collins as chair of the Appropriations Committee. This was a massive "Fuck You" to the voters that gave them the majority. This is the fault of not only these three, but all the Republican Senators who elected them to "Leadership".

• @Real_RobN

• Here it is: The CIA: Does anyone—@AGPamBondi, @FBIDirectorKash, or @CIADirector—want to explain to the American people why CIA Director John Brennan was fighting a court subpoena in 2020 for Maricopa County to turn over routers and router images to auditors, defying a judge’s order? (video)

• @RenzTom

• Let’s be clear: the real reason we'll never see election reform is that some RINOs benefit from this corruption. It’s not just Dems that steal elections—RINOs do too, especially in primaries. That’s the dirty secret no one will tell you.

• @Peoples_Pundit

• Trump was never more popular with under 40 voters than before stupid people misdirected him from DOGE to Iran. That's why they are forever losers and saboteurs. If they would have stayed the course with @elonmusk they would be 4 points ahead now.

• @amuse

• LAWFARE: Soros-backed NGO is teaching DC residents how to sneak onto juries and rig trials against President Trump and his administration. A newly formed Washington DC group called Free DC, tied to Community Change & Community Change Action, is training residents to act as “skeptical jurors” in federal cases involving President Trump. Co-founder Alex Dodds said jurors have “enormous power” to judge the administration itself. Critics report the sessions encourage rigging trials against the administration, conduct plainly barred under 8 USC §1503.

• @DataRepublican

• Told you so. NGOs are making primaries a top target now. The reasoning goes: gerrymandering means 90%+ of seats are "safe." Thus, don't fight over the 10% -- which tends to be high cost battles. It's much more efficient to simply take over the other 90%. It's logical. It's diabolical. And it's going to work until we understand that primaries will be more important than generals from here out on.

• @ScottPresler

• Senator Al Franken (D-MN) was “elected” by 312 votes in 2008. Franken was the 60th vote in the Senate that cemented ObamaCare into law. Minnesota allows for vouching, whereby 1 voter can sign an oath that up to 8 voters live within that precinct. 542,257 MN voters registered to vote on Election Day in 2008. This post won’t get a Community Note because everything that I’ve written is true.

• @ValerieAnne1970

• "The Incidence of SIDS ‘DISAPPEARED’ In Japan After Raising The Age of Vaccination To 2yrs Old." - Dr Pierre Kory, MD. In 1981, Japan Delayed The DTaP Vaccine Until Children Were 2yrs old. Japan's Infant Mortality Is The Lowest In The World, While The US Ranks #1 In Deaths.

• @redpilldispensr

• Bill Gates' Apeel coating has been approved for application on organic produce. It's not labeled, cannot be washed off, and is being used on fruits and vegetables certified as organic. Consequently, you may unknowingly be buying "organic" produce that has been sprayed with this coating. (video)

• @ToscaAusten

• Justice Denied. A ticking clock hides in plain sight—one that could forever bury the darkest secrets of Jan 6th. Midnight approaches on the five-year statute of limitations and . @AGPamBondi’s “kick the can” system is working perfectly— for the deep state. The statutes of limitations on the J6 hoaxers—who orchestrated the fed-surrection trap—expire in just 11 days. Is this delay a ploy to let the real plotters vanish into the night? We may never know, the truth is slipping away... unless we demand indictments NOW.(video)

• @Highway_30

• I am not suicidal. I'm not on the Epstein list. I don't take money from AIPAC. I don't take money from CAIR. The Democrat establishment runs from me. The Republican establishment works against me. The media knows I know and I know how to tell the people. I don't pander, I don't pretend, I don't play games. I fear God, I love Christ and I speak the truth. Now watch as they try to assassinate my character for the next 12 months, if they don't try to assassinate me literally. Their time is up and our time is now. The America 1st movement isn't an opportune slogan, it's a renaissance of straight up dawgs. Patriots, intellectual yet common sense, mixed with integrity and grit. Resolve... we don't quit we don't take a knee. Come get some you globalist, communists, scumbags! Royce White for U.S. Senate MN 2026 America 1st, Just Right. (video)

• @realdefender45

• All we wanted for Christmas was some accountability but all we got was failure. (pic)

• @Sassafrass_84

• So here me out. Remember when one day after Brian Kemp called for a signature audit in Georgia, his daughter’s boyfriend and a staffer to Senate runoff candidate Kelly Loeffler was killed in a fiery car crash. (Looked like a bomb went off. Watch the video) Harrison Deal was his name. He was creating a name in the political world for himself. I'm not excusing Brian Kemp, but I think that's a huge coincidence that his daughter's boyfriend is killed, and then the audit didn't happen. Don't ya think? I'm just asking questions, guys....

• @KariKake

• Watch and share. This used to get you banned & your account cancelled. Not anymore, thanks to @elonmusk. (video)

• @C_3C_3

• Our Government is a multi-trillion dollar a year theft and money laundering operation. The American taxpayers are the victims. Sick.
• Again… With all the fraud being exposed in Walz’s Minnesota… The only Dem to vote to stop healthcare for illegals in Minnesota. 1 of 67. Melissa Hortman. The deciding vote. Then killed. Almost like she knew what was coming. Hell of a coincidence… (video)

• @JovanHPulitzer

• During the 2020 Election in Michigan, a Secretary of State official told volunteers to count "multiple ballots with the very same signature" during audit of votes in Antrim county. She told the very worried poll workers that the audit was not the time for them to investigate! Keep this. This is the ORIGINAL CLUE. They were told "just count the oval" and nothing else, - they had to ignore no folds, same sigs and more, just "count the oval". This is why they said ALL VOTES MUST COUNT and that is totally differen than COUNT ALL LEGAL VOTES. SAVE THIS VIDEO. (video)

Night Trading

• Asian indices are unch. to +1.0% on average.
• Asia Ex-Japan Investment Grade CDS Index 64.5 unch.
• China Sovereign CDS 43.75 unch.
• China Iron Ore Spot 106.10 USD/Metric Tonne +1.4%.
• Swiss Franc/Offshore Chinese Renminbi Cross 8.88 +.01% 
  
• Bloomberg Emerging Markets Currency Index 36.18 -.08%.
• Bloomberg Global Risk-On/Risk Off Index 98.2 +.9%.
• US 10-Year Yield 4.14% +1.0 basis point. 
• Japan 30-Year Yield 3.40% unch. 
• Volatility Index(VIX) futures 16.8 -.1%. 
• Euro Stoxx 50 futures +.24%.
• S&P 500 futures -.06%.
• NASDAQ 100 futures -.08%.

Morning Preview Links

BOTTOM LINE: Asian indices are mostly higher, boosted by technology and consumer discretionary shares in the region. I expect US stocks to open mixed and to rally into the afternoon, finishing modestly higher. The Portfolio is 100% net long heading into the week.

Today's Headlines

Around X:

• @Business 

• China’s industrial profits fell for a second month in November, adding to signs that weakening domestic demand and persistent deflation are weighing on corporate earnings. 
• Here's how Taiwan's planned T-Dome defense shield would ward off Chinese aerial attacks. 
• Chile’s Codelco and SQM completed a deal aimed at boosting lithium extraction from the Atacama Desert, giving the government control of one of the world’s richest lithium reserves. 
• From booming metros to culture-defining exports, the South has become a demographic powerhouse — and a battleground for American identity.
• Another rough year for stock pickers sparked a $1 trillion exodus from active equity funds. 

• @Zerohedge 

• Let Americans Choose Their Cars - Not The Government.
• US immigration forecasts per CBO (via Apollo).
• This week on House Hunters: -She’s a stay at home mom of 13 children. -He owns 3 childcare centers and 2 autism centers in Minneapolis. Their budget is $4M.  
• Global demographics.
• Wealthy Chinese Elites Use US Surrogacy System To Have Dozens Of Children.
• Mamdani Picks DEI Poster Child To Head FDNY.
• Coinbase CEO Says Reopening GENIUS Act Is 'Red Line', Slams Bank Lobbying.
• What they did is they retroactively re-classified the Crossfire Hurricane documents President Trump declassified in his first term. They reclassified in May 2022, three months before the Mar-a-Lago Raid, classifying for National Security reasons until 2091 ie forever. See dates in the top left corner. They then raided President Trump’s home, took the documents that he already declassified but they secretly classified again, and then accused him of possessing and distributing classified documents endangering National Security. Then they charged him under Espionage Act. They are evil.  
• Why were child and adult care centers in Minnesota maxing out donations to a Somali candidate in Washington?
• Netanyahu Just Dropped His Somaliland Bombshell On The Muslim World: What It All Means.
• 14.33% OF EVERY HOME HEALTH & PERSONAL CARE AIDE IN THE ENTIRE UNITED STATES IS IN NEW YORK. One state. One-seventh of the nation’s aides. 60 out of every 1000 jobs in New York is a home healthcare job. 6% of all employment! Something very lucrative is happening inside a taxpayer-funded system with almost no scrutiny.  
• Does It Get Any More Cringe Than This?
• BREAKING: Mark Carney just announced ANOTHER $2.5 BILLION to Ukraine. Total Canadian aid now: $24.5 BILLION. That puts Canada THE HIGHEST PER CAPITA CONTRIBUTORS IN THE WORLD.
• MS-13 terrorist Kilmar Abrego Garcia was released by a rogue judge and is now making TikToks. So we, at @DHSgov, are under gag order by an activist judge and Kilmar Abrego Garcia is making TikToks. American justice ceases to function when its arbiters silence law enforcement and give megaphones to those who oppose our legal system. (video)
• Nvidia's Transition To 800 Volts: A Look Inside The Next AI CapEx Surge.
• Chevrolet's Pro-Family Christmas Ad Reinforces Death Of Woke Marketing
  . 
• BREAKING: Fed Chair race tightens as Kevin Hassett’s odds slide
  .
• Jimmy Kimmel Blasts Trump From UK, Where Free Speech No Longer Exists
  .
• Broad AI positioning by hedge funds less ‘crowded’ than perceived
  .
• Silver’s having its 1979 moment. This is what late-cycle metals look like. Great trade — dangerous time to chase
  .
• California's Self-Destruction Accelerates As Anti-Trump Union Pushes Wealth Tax And More Billionaires Plot Exit
  .
• Trump's Highway Enforcement Lays Groundwork For U.S. Trucking Revival.
• Front Companies? Bombshell Report Exposes Network Of Somali-Linked "Empty" Daycares Across Minnesota.
• Zelenskys best friend, banker and accomplice Ukrainian oligarch Timur Mindich has been tracked down. Relaxing on an Israeli beach. He's wanted in Ukraine for a 100 million dollar scam. 
• Stockman: The Real Story Behind The Russia–Ukraine War... And What Happens Next.
• 9 Signs That Leaders All Over The Globe Have Come Down With A Really Bad Case Of "War Fever".
• The Real War Of The Century: Artificial Intelligence.
• ADL Goes Ballistic After Megyn Kelly Says Bari Weiss, Ben Shapiro Are 'Making Antisemites'.

• @BarronsOnline

• Had bullish commentary on (AMZN), (BE), (CRWV), (NVDA), (GEV), (AVGO) and (CRM).

• @IGSquawk 

• Weekend markets update: #DAX 24371 +0.02% #DOW 48720 +0.03% #NASDAQ 25653 +0.07% #FTSE 9884 +0.02% #EURUSD 11779 +0.07% #GOLD 4537 +0.07% #USOIL 5703 +0.28%.

• @WSJ

• The EU takes half a step back from an electric-vehicle mandate that’s killing one of the Continent’s most important industries. But the retreat from net zero may not be fast enough.
• Some doctors say the chemicals all around us—from golf courses to dry cleaners—may be increasing our risk of Parkinson’s disease, the fastest-growing neurodegenerative disease in the world. 
• Mexico braced for a tariff hit when Trump raised trade barriers. Instead, its exports to the U.S. surged—helped by lower rates than rivals. 
• The Trump administration wants to control how data centers connect to the power grid.
• Folding iPhones, home robots, mind-reading tech and EV supercars are all heading your way—along with AI-induced challenges in healthcare and cybersecurity.  

• @CNBC  

• Morgan Stanley says these are top stock picks in 2026, including Nvidia.

• @MarioNawfal

• HOUSE OF MAXWELL: THE BACKSTORY THAT MAKES EPSTEIN MAKE SENSE. House of Maxwell digs into the origins of Ghislaine Maxwell and her father Robert, but the picture is anything but ordinary. Robert wasn’t just a media tycoon; he was deeply enmeshed in intelligence circles, political power, and shadowy financial networks across multiple countries. Those connections didn’t disappear with his death, as they became the ecosystem Ghislaine operated in for decades. This matters because the Epstein saga didn’t appear out of thin air; it grew inside long-standing elite networks built on access, leverage, and silence. If you don’t understand the Maxwell background, the protection, privilege, and unanswered questions around Epstein make no sense. (video)
• UNREDACTED JFK FILE REVEALS CIA'S TOP SPY RAN PROJECTS WITH ISRAELI INTELLIGENCE. A previously redacted JFK assassination record reveals CIA officer James Jesus Angleton's direct connection to Israeli intelligence. The document states CIA Directors permitted Angleton "to run several intelligence projects, many of them with the Israeli Intelligence Service." He reported only to the Director and had authority to disseminate information to the FBI on "all matters of interest." According to Wikileaks, this file was "released" in 2017, 2018, and 2022, but always with this section redacted. Now it's out. 

• @TheSCIF

• During the 2020 Election votes on DOMINION voting machines were disappearing and appearing in the dead of night in CLARKE and FULTON COUNTY, Georgia. Logs stored on USB drives required by law were changed from the end of one vote count day, at close, to the next day, when the counting resumed the next day. When an audit was granted, a useless visual examination of ONLY the outside of the USB drives were allowed. No internal information on the USB drives were allowed to be accessed during the audit. (video)

• @GenFlynn

• My POSITIVITY just ended. I'm sick and tired of these Marxist snakes hiding behind "democracy" to hunt patriots and silence dissent. Kris Goldsmith—ANTIFA vet and admitted FBI asset—brags about infiltrating militias pre-J6, then watching the "insurrection" via SEVEN live feeds inside and around the Capitol. How'd he get those feeds? Who was he spying for? What did he do with the intel? Now he runs Task Force Butler, a nonprofit with a massive "extremism" database tracking yours truly and others. (Sounds like stalking). Enough is enough. Why hasn’t Goldsmith been investigated—fully and without mercy? I sent this to @FBIDirectorKash and I also sent it to Chief of staff to @POTUS @SusieWiles asking them to check this potential insurrectionist out. WTH!!!
• Either the CIA and FBI do their jobs or they need to be shut down and allow other more effective law enforcement organizations deal with these issues. @realDonaldTrump. @DNIGabbard. @SecWar.

• @NicHulsher

• Albert Bourla, Bill Gates, Anthony Fauci, Peter Hotez, Peter Marks, Ashish Jha, and Tedros Adhanom Ghebreyesus ALL declare — with absolute certainty — that another pandemic is imminent. The same architects of the last plandemic are priming the world for the next one — the inevitable consequence of a world that never held them accountable. (video)

• @KobeissiLetter

• BREAKING: Medical costs in the US now account for a record 11.6% of US GDP, with healthcare expenditures doubling since 2012. This comes as consumer spending on healthcare services rose to $3.6 trillion in Q3 2025, an all-time high. As a result, healthcare now represents a near-record 17.0% of US consumer spending. By comparison, this percentage stood at 13.5% in 2000. US consumers are downing in healthcare costs. (graph)
• You can't make this up: Google now has a literal line item in their quarterly reports called "European Commission fines." $10.5 BILLION as of September 30th. The EU has become so heavily regulated that fines are a "normal" line item now. What is happening in Europe? (pic)

• @RenzTom

• After we get crushed in the 2026 midterms due to the GOP's epic failure to do anything we voted them in for, and the Trump administration’s equally epic failure to hold anyone accountable for anything, 2028 will be beyond reach. The Dems will try—and may succeed—in impeaching Trump and will protect election fraud. The DOJ will revert to being openly weaponized against anyone who speaks out, and the color revolution will have succeeded. Our only hope is that MAGA speaks out loudly enough now to get Trump to pull his head out of his rear, fire Pam Bondi and Susie Wiles, and bring in actual MAGA patriots. Pretending this is still D vs. R instead of MAGA vs. the uniparty is making it worse. We either unite against the uniparty or our nation is lost.

• @GuntherEagleman

• Dear Pam Bondi, Please do not let the statute of limitations run out on the J6 committee criminals, there are only 12 more days... They all need to be held accountable for the treason they committed. Regards, 78M Americans that voted for President Trump.

• @GerryCallahan

• 23-year-old YouTuber in a hoodie just did more in a day to expose massive Somali-Democrat fraud than the Minnesota media, CNN, NY Times, DOJ, FBI, DHS and the entire cast of 60 Minutes combined. This is real journalism. Amazing work. (video)

• @WallStreetMav

• The Pope continues to attack President Trump on deportations. The Pope says deportations are tearing apart parishes, families, even clergy. The reality is that the Catholic church has made a fortune via Catholic Charities, which has received billions of dollars in govt contracts for human trafficking "helping refugees". He is bought and paid for and is abusing his position as Pope.

• @MattVanswol

• If I ran a publicly traded company and it was discovered that 50% of ALL investors funds were fraudulently funneled to fake daycares and fake hospitals to send money to foreign countries… …I would be in prison TOMORROW. So can someone explain why isn’t Tim Walz in prison?

• @WallStreetApes 

• Beverly Hills TV Doctor Sheila Nazarian has a warning for America. “I wanna beg the American people for something. I am an Iranian — My family escaped on the back of a pickup truck under gunfire in 1985-1986, and made it, thank God, to this amazing country. In Iran, it started the same way. It started on the college campuses. It was the Islamists joining hands with the leftists. Same thing as it's happening here. And I want to give you a warning. —-You need to speak up, we need to take our country back and take it back to the Judeo-Christian values it was founded on. Because if we don't stop it in the tracks, look at what's happening to Europe. Look at what's happened many other places all over the world. The time is now to speak up to protect our country, to protect the justice and the rights that you love and you appreciate in this country. The time is now.” “Sympathy towards these people is appeasement and a sign of weakness, and it's not going to stop them”. (video)

• @NickSortor

• BREAKING — PRESIDENT TRUMP TO THE DOJ: Release the Epstein names, and start working on ELECTION FRAUD! “The Dems are the ones who worked with Epstein, not the Republicans. Release all of their names, embarrass them, and get back to helping our Country!” (pic)

• @Rasmussen_Poll

• Once Upon A Time ... A crazy man claimed that voter data for every American was in China and The CCP had used secret illegal U.S. election computer access to switch votes in 2020. And the crazy man was mocked, de-banked & sued. But times changed, and a new evidence arrived ...
• The Arizona Tell. All media & university pollsters showed Biden winning as we showed Trump +4 and Trafalgar had Trump +3. Caution here was thus required. Rupert Murdoch refused Jared Kushner's request to reverse this crazy early call. Now look at the 'win margin' below. This was the beginning of all Murdoch properties denying there could be any significant election fraud. This posture continues to this day. It can and will not last much longer. (video)

• @Tarabull

• Truth Bomb: Trump was indicted for "pressuring" Georgia Sec. of State Brad Raffensperger to investigate election integrity in his state. 5 years later, Georgia admits they ILLEGALLY certified 315,000 ballots in the 2020 election, handing Biden a "win" by 11,799 votes.

• @EricLDaugh

• SENATE GOP, Over 80 PERCENT of Americans support voter ID and citizenship for voting. Nuke the filibuster and GET IT DONE! Listen to Trump. Win 2026. No excuse. We win if this happens. (pic)

• @LindaKe74197084

• Mike Benz released a MONSTER 4-hour video detailing Epstein's origin. Here are 6 clips I think you'll find interesting. @MikeBenzCyber: "We just broke the entire Jeffrey Epstein story." On each post I'm including the timestamps for the YouTube video at the end for full context of the topic. (video)

• @Real_RobN

• Here is: The single most shocking testimony of the November 3, 2020 election: Michigan poll watcher under oath: “These are absentee ballots—mail-in ballots. They cannot be in sequence. 2232 cannot have 2233 next to it because they are mailed in. They come in all different numbers, let alone without any dates.” 2020 was not an election. It was a treasonous conspiracy to overthrow the United States government. Jocelyn Benson belongs in prison. (video)

• @LaraLogan

• Because that’s what innocent election workers do. Yes - precisely. And every single person that savaged those of us who spoke up for the truth can go straight to hell where they belong. The 2020 election was stolen. I will never get tired of saying it because they tried so hard to punish & destroy everyone who did - and they were vicious. Wethepeople have not forgotten. (video)
• So here we have Ursula von der Leyen describing free speech as a virus and censorship as its vaccine....... Wow. Straight from a George Orwell script. These people are terrifying. If that does not motivate you, I don’t know what could. (video)

• @drawandstrike

• BREAKING: It's been exposed Minnesota doesn't even require SITE VISITS for the Somali organizations defrauding taxpayers to the tune of BILLIONS of dollars. A fraud verdict got OVERTURNED as a result! OUTRAGEOUS. What's being forced out into the open? Who's being forced to expose themselves to cover for the fraud? Literally overturning a jury verdict while literally giving no reason for it? ORGANIZED CRIME NATION IS SURFACING. (video)

• @RealSpitfire

• These election workers talked about the 2020 election cheat openly. The only people who were prosecuted were the people who said there was cheating. (video)

• @LangmanVince

• Per usual, LeBron James is disrespecting the National Anthem. Is there a bigger scumbag in the NBA than this D-Bag? (video)

OpenVAERS:  

• VAERS US COVID Vaccine Adverse Event Reports. 1,031,062 Reports(+4,118 from prior report) Through December 5th, 2025.

SKirsch.com:

• Using the MGH numbers with our own VAERS queries, we have 247 cases per million doses from the MGH study divided by 5.97 cases per million doses from VAERS. 247/5.97 = 41. This suggests that the VAERS under-reporting factor (URF) is 41X.

Stocks Slightly Lower into Final Hour on Profit-Taking, Precious Metal Surge, Technical Selling, Defense/Biotech Sector Weakness

Economic/Market Gauges:

• North American Investment Grade CDS Index 50.1 +.3%
• Bloomberg US Securitized MBS/ABS/CMBS Avg. OAS .23 -1.0 basis point
• BofA Global Financial Stress Indicator -.3 -2.0 basis points 
• European Financial Sector CDS Index 54.5 unch.
• Emerging Market CDS Index 124.0 -.4%

• Citi US Economic Surprise Index 5.3 +.6 point

• Citi Eurozone Economic Surprise Index 32.7 -.3 point

• Citi Emerging Markets Economic Surprise Index 28.7 -2.0 points 
• S&P 500 Current Quarter EPS Growth Rate YoY(16 of 500 reporting) +32.8% unch.
• S&P 500 Blended Forward 12 Months Mean EPS Estimate 309.86 +.21:  Growth Rate +15.1% +.1 percentage point, P/E 22.4 +.1
• S&P 500 Current Year Estimated Profit Margin 13.52% unch.
• NYSE FANG+ Current Quarter EPS Growth Rate YoY(0 of 10 reporting) +n/a +n/a
• NYSE FANG+ Blended Forward 12 Months Mean EPS Estimate 483.48 +.52: Growth Rate +17.7% +.2 percentage point, P/E 33.3 unch.
• Bloomberg Global Trade Policy Uncertainty Index 1.9 +.1
• Bloomberg US Financial Conditions Index .82 +2.0 basis points 
• US Yield Curve 65.0 basis points (2s/10s) +2.75 basis points
• US Atlanta Fed GDPNow Q4 Forecast +3.0% unch.
• Bloomberg Industrial Metal Index 163.3 +1.9% 
• US Recession Within 6 Months Probability(3M/18M Forward Yld Curve Spread) 28.4% +1.7 percentage points
• US 10-Year T-Note Yield 4.13% unch.
• 1-Year TIPS Spread 2.30 -3.0 basis points 

• Highest target rate probability for March 18th FOMC meeting: 46.2% (-5.1 percentage points) chance of 3.5%-3.75%. Highest target rate probability for April 29th meeting: 45.8%(+1.4 percentage points) chance of 3.25%-3.5%. (current target rate is 3.5-3.75%)
  

Overseas Futures:

• Nikkei 225 Futures: Indicating -20 open in Japan 
• China A50 Futures: Indicating +48 open in China

• DAX Futures: Indicating +156 open in Germany

Portfolio:

• Slightly Higher: On gains in my tech/utility/consumer discretionary sector longs
• Disclosed Trades: None
• Market Exposure: 100% Net Long

Bear Radar

Style Underperformer:

• Small-Cap Growth -.6%

Sector Underperformers:

• 1) Nuclear -1.2% 2) Airlines -.9% 3) Digital Health -.9%

Stocks Falling on Unusual Volume: 

• CHA, ASTS, FLY, RGC and SUPX

Stocks With Unusual Put Option Activity:

• 1) FIVN 2) IMO 3) XLV 4) PPLT 5) NUAI

Stocks With Most Negative News Mentions:

• 1) FLY 2) KLAR 3) BTDR 4) STUB 5) OWL

Sector ETFs With Most Negative Money Flow:

• 1) XLI 2) KBWB 3) XRT 4) XLB 5) KRE

Charts:

• ETFs Falling on Unusual Volume
• Stocks Falling on Unusual Volume

Bull Radar

Style Outperformer:

• Large-Cap Growth +.1%

Sector Outperformers:

• 1) Gold & Silver +1.4% 2) Steel +.9% 3) Healthcare Providers +.5%

Stocks Rising on Unusual Volume:

• FJET, ALMU, CPNG, XPEV, ZETA, SBSW, AUGO and AFJK

Stocks With Unusual Call Option Activity:

• 1) PRMW 2) OSS 3) ZSL 4) GSIT 5) PLG 

Stocks With Most Positive News Mentions:

• 1) FCX 2) TGT 3) CDE 4) NVDA 5) NKE

Sector ETFs With Most Positive Money Flow:

• 1) XLF 2) XLY 3) PAVE 4) SOXX 5) XBI

Charts:

• ETFs Rising on Unusual Volume
• Stocks Rising on Unusual Volume