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@Business

Delcy Rodriguez, the acting president of Venezuela, said Sunday evening that she is inviting the US to work with her country after the operation to capture President Nicolas Maduro.
Marco Rubio said the US would use an oil quarantine to get what it wants from Venezuela’s new leaders following the ouster of Nicolas Maduro.
Venezuelan bonds are poised to gain after the US captured Nicolás Maduro, setting the stage for a potential regime change that investors in $60 billion worth of securities have long been betting on
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Emerging-market stocks are on track to hit a record, buoyed by persistent strength in Asian technology shares and a broad rally globally
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India’s push for digital IDs has sparked a bonanza for criminals
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Saudi Arabian equities fell the most in almost nine months as investors considered the possible fallout of geopolitical tensions in Yemen, Iran and Venezuela.
France announced plans to prohibit imports of avocados, mangos and other foods from South America that contain pesticides banned for use in the European Union.
"If we cannot hack them, we rob them." Crypto thieves are pursuing investors at home in brutal attacks and kidnappings.
As 2026 dawns, here are the key themes that will guide CFOs’ decision making.
Xreal, an early pioneer in augmented-reality glasses, unveiled an upgraded entry-level pair at CES, where smart eyewear will be a prevailing theme over the coming week.
A panel of economic luminaries said the long-run risk posed by mounting federal debt represented a paramount problem facing the US economy.
Here's what you need to know to start your day.
Get up to speed on what's moving global markets.

@Zerohedge

Korybko: Regime-Tweaking, Not Regime-Change, Is What The US Just Achieved In Venezuela.
For China, the share of US imports and new housing starts are back to where they were at the start of the century. (graph)
Musk & Trump Grab Dinner After Maduro Arrest.
BRENT CRUDE FALLS AS MUCH AS 1.2% TO $60 A BARREL.
CIA & Palace Insiders: How The Surprise Raid On Maduro Went Down.
BREAKING: Iran enters its 8th night of national protests against the regime, and armed citizens have now taken to the streets. 43% chance the Supreme Leader loses power this year.
Who Is Delcy Rodríguez, Maduro's Deputy?
#BREAKING: New York City has officially raised subway fares to $3, effective today directly contradicting Mayor Mamdani’s pledge to make public transit free.
Had a lovely dinner last night with @POTUS and @FLOTUS. 2026 is going to be amazing!
“Minneapolis paid a Somalian restaurant $12 MILLION in federal child meal funds after it claimed to feed 4,000–6,000 kids a day.” The FBI watched the restaurant for 6 WEEKS. An average of 40 people showed up. If fraud this obvious still gets approved, corruption is NORMALIZED.
Operation Absolute Resolve: Why Trump Went Off Script And Why It Will Not Matter.
Bongino Makes Resignation From FBI Official.
OPEC+ Reaffirms Output Pause As Eight Producers Cite Market Stability.
Judge Convicted Of Helping Illegal Escape ICE Resigns, Faces 5 Years In Prison.
Lombard Odier: The effects on global markets of the US raid on Venezuela/Maduro capture are likely be limited, while China’s markets may be more sensitive because the country is the largest importer of the nation’s oil. US could gain greater influence on Venezuela’s relations with Beijing, and market could adjust risk-pricing on China’s energy and materials sectors because its petrochem capacity is tailored for the import of heavy crude from Venezuela.
The Bearish Counterpoint: What Could Go Wrong For Markets In 2026?
Speaking earlier today on NBC’s Meet the Press about the operation to capture Nicolás Maduro, Secretary of State Marco Rubio made comments about future plans for Latin America. Welker: “Is the Cuban Government the Trump Administration's next target?” Rubio: “Well, the Cuban government is a huge problem. Yeah.” Welker: “Is that a yes?” Rubio: “I think they're in a lot of trouble, yes. I’m not going to talk to you about what our future steps are going to be and our policies are going to be right now in this regard. But I don’t think it’s a mystery that we are not big fans of the Cuban Regime.”
Cuba, Venezuela, China, And America's Left-Wing Revolution.
Russia, China Demand That US Immediately Release Maduro From Custody.
UK Goes Full Cradle-To-Grave With 'Sinister' Plan For Newborn Baby Digital IDs.
Huh? Read this twice.
Insider Trading? New Polymarket Account Made 12x Gain On Venezuela Intervention.
Brexit Architect Blows Lid Off Deep State Plot To Destroy Nigel Farage And Reform UK.
THE CONTRADICTION OF THE LEFTISTS. What is happening on social media is a perfect example of progressive hypocrisy. I see Venezuelans everywhere celebrating the fall of the narcoterrorist dictator Maduro, but I also see all the communists who live in Western democracies (which are becoming fewer and fewer) crying over the undeniable failure of their ideology, which led to a murderous dictatorship. Progressives say they love democracy, but they cry when a dictator falls. That paints them in full body. They say they defend the people, but they hate to see them celebrating their freedom (or what they don't like).
The Misinformation Inquisition: How Censorship Shields Approved Narratives From Scrutiny.
Visualizing All Of The World's Oil Reserves By Country.

@CNBC

Rubio explains how U.S. might 'run' Venezuela after Maduros' ouster.
Maduro overthrow in oil-rich Venezuela unlikely to shake energy markets in the near term.
Trump says U.S. oil companies will invest billions of dollars in Venezuela after Maduro’s overthrow.
CNBC Daily Open: A banner year for markets in 2025.
Asia-Pacific markets set to open higher after U.S. captures Venezuela’s Maduro, oil slips.
Stock futures are steady after U.S. attacks Venezuela, captures Nicolas Maduro: Live updates.

@WSJ.com

In an overnight operation, the U.S. captured Venezuela’s Maduro and his wife and transported them to New York to face charges related to drug trafficking. Here’s what we know about how the events unfolded.
The sprawling Venezuelan diaspora celebrated the ouster of President Nicolás Maduro, cheering on President Trump’s actions and wondering: What now?
Trump’s threat to intervene in Iran’s protests carries new urgency for Tehran following the U.S. capture of Venezuelan leader Nicolás Maduro
The Justice Department and federal law enforcement agencies defended their role in the seizure of Venezuela’s President Nicolás Maduro, saying in a joint statement that the U.S. had “pursued every lawful opportunity to resolve this matter peacefully”.
President Trump and top advisers had for months telegraphed plans to take down Nicolás Maduro. And yet, when it happened, Washington and Caracas were stunned by the attack’s ferocity and speed.
Venezuela’s new leader, vice president and oil minister Delcy Rodríguez, is a socialist true believer who helped Nicolás Maduro maintain his grip on power for more than a decade.
Secretary of State Marco Rubio said Sunday that the U.S. isn’t ruling out future options in Venezuela.
Wall Street is betting that falling interest rates and strong earnings will be enough to eke out yet one more year of stock-market gains.
Heard on the Street: Tax cuts will help pad wallets in 2026, but not across all income levels.

@Barron's

Had bullish commentary on (SCHW) and (JEF).

@LauraLoomer

Why wasn’t @NicolasMaduro sent to GITMO? Whose idea was it to indict him in New York, a liberal hell hole with a communist Mayor who loves Maduro? @KathyHochul loves Maduro too. She & Mamdani were defending Maduro yesterday. Maduro should have been indicted in South Florida.

@GenFlynn

Everyone paying attention yet? The world just changed course. It’s not simply about energy but also about access and control. 1. The Panama Canal must be controlled by the United States. 2. The Caribbean and all the key straits in and out of the Gulf of America must be controlled by the United States. 3. The financial markets and global wealth must be controlled by the United States. 4. Access to beachfront property that Venezuela afforded to China, Russia, Iran, Hamas, Hezbollah, and nasty drug cartels must be controlled by the United States. Guess what, that just happened without the loss of one Soldier.

@TheSCIF

2020 ELECTION Allegheny & Philadelphia County: 1,823,148 mail-in ballots sent out. 2,589,242 mail-in ballots received back. 24x USB files transfers into machines by non-election workers. 2.5 million mail-in ballot figure wiped from PA official website 22 days after election. (video)

@EmeraldRobinson

Lots of Democrats (and some Republicans) in Congress will be upset about Maduro's arrest and claim that Trump did something "illegal." Remember: these people are all on the payroll of the drug cartels. Or China. Or Soros. Or the big banks laundering drug money. Or all four.

@laralogan

STOLEN ELECTIONS with Gary Berntsen & Ralph Pezzullo | Ep 45 | Going Rogue with Lara Logan Gary Berntsen & Ralph Pezzullo explain how America’s enemies, foreign & domestic, are stealing the Republic. To understand why Pres Donald Trump went into Venezuela watch this episode of my show that explains one critical part of Venezuela’s role in stealing elections in 72 countries, including the U.S. (video)
Something that is not well understood: Tren de Aragua is not just a violent drug cartel - it is a foreign paramilitary organization that was infiltrated into the U.S. to function as the army of the Deep State, along with other enemies of this nation like the IRGC, Iranian Revolutionary Guard Corps & hundreds of thousands of trained, uniformed members of the PLA - the People’s Liberation Army of the Chinese Communist Party. They were brought into this country under Joe Biden’s open border - by design.

@RenzTom

Maduro - President of Venezuela - arrested? Trump sent in the military to “arrest” and remove Nicolas Maduro overnight. No war - just strike teams and arrest. This is being played in the press as about oil and rare earth materials, but remember - Venezuela is a pawn of China and our enemies. They appear to have been very involved in election interference and other terror activities. Here we see again - @realDonaldTrump is getting things done. Hagseth is crushing it. If we could only start arresting corrupt politicians in America, we’d see real impact.
This is a very important point by @LauraLoomer. Why in God’s name is Pam Bondi taking Maduro to the insanely corrupt SDNY? SDNY, by the way, is the same place that lost and found the Epstein files, threw the Diddy case, and has generally been an absolute disaster. Will the DOJ throw another case here? I don’t know yet, but let’s keep our eyes open. Trump and Hagseth did a great job on this—let’s see if the DOJ follows through (for once) or throws another case to make Trump look bad.
Congress again picks big ag and big pharma over MAHA. Congress is about to pass an appropriations bill for the Department of the Interior and the bill includes Section 453 (and others) below. Section 453 requires that the EPA go through a multi-year absurd process to recognize that pesticides like roundup cause cancer. This process can take many years and industry can hold it up even longer. Further - the language of this law will almost certainly be used in courts to demonstrate intent for federal supremacy on issues related to cancer causing pesticide makers being held liable under state law thus blocking lawsuits under state product liability law. In other words this law is designed to give big chemical makers, like Bayer pharmaceuticals, immunity similar to what they have for vaccines. So now Bayer can produce pesticides that cause cancer and then sell you the brand new treatments for the cancer they cause. Sounds like a great deal to me.

@ScottPresler

I look forward to Maduro standing trial in the United States for his illegitimate regime. I also look forward to President Trump holding all actors accountable that led to the 2020 stolen election & illegitimate regime of Joe Biden.

@Real_RobN

Here it is: Katie Hobbs is now being investigated for pay-to-play bribery, fraud, conspiracy, and racketeering. The chairman of the Joint Legislative Committee has informed Maricopa County’s investigator that the Auditor General will assist in the investigation. This comes after The Arizona Republic detailed how state contractor Sunshine Residential Homes bribed Gov. Katie Hobbs and AZ Democrats with $400,000 and, in return, received millions more in state money. Sunshine Residential Homes had not previously donated to politicians or political parties for at least ten years. Then, suddenly in 2022 and 2023, they started giving money to the ‘Social Worker’ Katie Hobbs and her criminal enterprise. Katie Hobbs vetoes bill SB1612 which would have required companies applying for state contracts to disclose any gifts, bribes or payments (including to inaugural/campaign funds) given to the governor. (video)

@Hodgetwins

If we can arrest a foreign countries leader in the middle of the night… Can we do the same thing to the criminals in our own damn country now?

@OcrazioCornPop

BREAKING: U.S. District Judge Alvin K. Hellerstein, a Clinton appointee from 1998 who is currently 92 years old, has been assigned to preside over Nicolás Maduro's case in the Southern District of New York. Hellerstein refused to move Donald Trump's "hush-money" case from state to federal court. In May 2025, Hellerstein blocked the Trump administration's use of the Alien Enemies Act of 1798 to deport alleged Venezuelan gang members (linked to Tren de Aragua) within the Southern District of New York. DO YOU THINK HELLERSTEIN WILL LET MADURO WALK?

@SidneyPowell1

Given the realities of Mamdani's NYC, the US DOJ needs to start rethinking where it opts to bring these international narco-terrorism indictments. There is nothing special about SDNY, but now you have criminal case subject to a jury of Mamdani supporters in a district that maybe voted 20% for Trump. This is a very good point. Indict Maduro in Florida!! Until NY is straightened out, everyone should stay away for more reasons than one!

@JakeCan72

Why no drone strike on Maduro. Simple: He’s an INTEL GOLDMINE. He can name EVERY payoff, pipeline, and enabler who “looked away” as gangs hit our streets. If he flips? Networks collapse. Servers wiping, phones dark—panic spreading fast. Do you think Maduro spills Smartmatic secrets (voting tech born in his regime)? 2020 US election ties? Deep state protectors who ignored the narco flood? Did he work with Obama-era “dialogue” crews or Biden’s thaw teams who eased sanctions while flows continued? Dominoes falling. Who’s singing first? Patriot Dad below speculates there is panic in DC!

@amuse

ISLAMIFICATION: Three days into Zohran Mamdani’s term as NYC’s first Islamic Marxist mayor, Times Square was shut down for street prayer. This is Islam openly flexing power in America’s most iconic space. This is New York’s future. (video)

@unhealthytruth

Are you aware of the US/Israeli company that will start spraying the US in April with a proprietary blend of chemicals by & do NOT have to disclose chemical ingredients or when or where?!! They will be blocking the through 2030/35. FL & TN are safe bc our ban laws! (video)

@RyanRozbiani

NETANYAHU'S GOVERNMENT IS IN TROUBLE. Another week of Massive Protests in Tel Aviv. The people are demanding an independent state commission of inquiry into the events of October 7, 2023. (video)

@LightOnLiberty

Venezuela has been rigging our elections for DECADES and now the world is going to find out! Now that globalist puppet Maduro has been captured, now is an important time to remember globalist nationals from a hostile regime in Venezuela had direct access to American voting infrastructure. The government knew since 2006 and they did NOTHING because they were behind it. In 2006, Lou Dobbs reported that Venezuelan owned companies gained control over American voting systems and nobody stopped them from doing it despite the whistles being blown everywhere. (video)

@Inevitablewest

BREAKING: While leftists are crying, more than 65,000 proud Venezuelans celebrate in Buenos Aires. Why won't the MSM air this? (video)

@EricLDaugh

WOW. President Trump just posted BOMBSHELL footage confirming Minnesota Democrat AG Keith Ellison personally MET with Somalis and fraudsters to accept campaign donations. So the Minnesota Democrat apparatus is DIRECTLY implicated in this fraud and financially benefited! (video)
JAW-DROPPING TRUTH FROM STEPHEN MILLER: "This was the plan all along - to get them here illegally so they can get free government benefits, get hooked to welfare and be able to participate in American elections. This was an attack on democracy by the Democrat Party!" "The Biden admin devised a scheme to fly illegal aliens into the country and then to escort them en masse across the border by the millions and to give them something known as 'parole,' which gives them a work permit, which gives them a social security number, which gives them access to the VOTING BOOTH." The grand plan. THIS IS TREASON.
BREAKING: Chinese Communist Party-linked nonprofit is BEHIND today's pro-Maduro, anti-Trump protest in NYC. The People's Forum has ADMITTED to receiving over $20 MILLION from Neville Singham - an individual with well-documented ties to the CCP and living in Shanghai. IMAGINE THAT. The Communists are mad Trump arrested their Communist tyrant. These funds were funneled by shell companies and donor-advised funds, per a House Committee report released in 2025. (video)

@CarlHigbie

These are the states blocking “no tax on tips”. ALL democrat run states. THEY HATE THE WORKING CLASS. (map)

@KobeissiLetter

This is absolutely insane: Venezuela currently has 303 billion barrels of crude oil reserves, which Trump says the US now controls. Oil prices are trading at ~$57/barrel, making Venezuela's total reserves worth $17.3 TRILLION. Even if the US sells this oil for HALF of the market rate, that's still $8.7 TRILLION. In other words, in 12 hours, the US has gained control of oil reserves worth more than the entire GDP of ALL countries in the world, aside from the US and China. That's 4 TIMES larger than the GDP of Japan. Most people do not realize how much the world just changed. Oil markets will react to this news for the first time on Sunday at 6 PM ET. The next few days will be critical.
Venezuela Currently Has: 1. 200 trillion cubic feet of natural gas reserves, 34th largest in the world. 2. 300 billion barrels of crude oil reserves, largest in the world. 3. 4 billion tons of iron ore reserves, worth nearly $600 billion. 4. 8,000+ tons of gold resources, the largest in Latin America. 5. 500+ million tons of coal reserves. 6. 2% of the world’s total renewable freshwater resources. 7. Untapped strategic minerals including nickel, copper, and phosphates. Venezuela is now a “strategic” US asset.

@MichaelAArouet

Venezuela used to be much wealthier than Poland, which was suffering under socialism. Then Poland implemented free-market and capitalist principles and enjoyed an economic boom. Venezuela chose socialism, which brought poverty and misery to its people. That’s the difference. (graph)

@MindandEmotion7

Jeffrey Epstein and Venezuela? Both sides of the Epstein argument are very odd to me because no one is talking about the central connecting dot for Jeffrey Epstein which is radical Marxism through the Robinhood Foundation and Lynn Rothschild's Council for Inclusive Capitalism. The Robinhood foundation with Epstein goes deep because all the way back, likely when he was working at Bear Stearns, he dates Eva Andersson who is now married to the founder of the Robinhood Foundation. Jeffrey Epstein literally also dated their daughter and operated through his hedge fund Highbridge Capital which is partnered with JP Morgan where Epstein was an ambassador for.

@Liz_Churchill10

“I can hardly wait to present all the evidence we’ve collected on Dominion. It was created to produce and alter voting results in Venezuela for Hugo Chávez, and then shipped internationally to manipulate votes for purchase in other countries, including this one…” (video)

@nicksortor

BREAKING: Nicolas Maduro has just been PERP WALKED by agents through DEA’s NYC HQ. You know this is absolutely HUMILIATING for him. Not much of a tough guy anymore, eh? (video)

@kevinnbass

I crunched the data. Again. I made a map. Again. The picture is now even CLEANER. States without voter ID requirements are 16x more likely to offer welfare benefits to illegal immigrants than states requiring ID (67% vs 4%, p<0.0001). Dems are importing and paying illegals for votes. Details. (map)

@cb_doge

"When Chavez came to power in Venezuela, one of the first things he did was take the guns away from the people. He basically banned the private gun ownership, under the guise of safety. Then Maduro had the election recently, he lost by a landslide and just ignored the election. People protested and they got shot. They couldn't defend themselves. That's why you need the second amendment." (video)

@JMichaelWaller

By acting in Venezuela and aiding the Iranian opposition, @realDonaldTrump might have prevented an imminent China invasion of Taiwan. Beijing needs oil that is not subject to US pressure. That means Russia, Venezuela & Iran. China has been buying 60-90% of Venezuelan and 85-90% of Iranian crude. That's 30-35% of China's present oil importation. Another ~35% of China's oil comes from Arab suppliers subject to US guidance or pressure. With new governments in Venezuela and Iran, the US will be able to regulate up to 70% of the CCP's present-day oil needs. CCP war planners cannot execute against Taiwan under those conditions. This takes pressure off the US in the Indo-Pacific for a while, to the net benefit of American NATO commitments in Europe.

@187QStorm

MIC DROP MOMENT!! Marco Rubio just said what MILLIONS of Americans have been screaming for years. You don’t elect a President… then let unelected bureaucrats at the State Department sabotage him from the inside. That’s NOT how the Constitution works. Period. The American people elected Donald J. Trump as President and Commander-in-Chief. That means HIS foreign policy gets implemented not the personal agendas of career insiders who think they know better than voters. This is about sovereignty. This is about accountability. This is about WHO actually runs the republic. Rubio is 100% right — foreign policy doesn’t exist outside the will of the people. This is what standing up to the Deep State looks like. More of this. (video)

@Rasmussen_Poll

Trump is now posting videos of issues long suppressed but confirmed previously by multiple official sources. The beginning of the end of stolen elections is beginning ... (video)

@JenniferZeng97

Beijing’s Shield Fails! Venezuela’s “Strongest Air Defense in South America” Collapses in U.S. Military Action. For years, the Venezuelan military poured vast sums into acquiring Chinese-made military equipment, building what it claimed was the “most modern” defense system in South America. At its core was an air-defense network centered on the JY-27 counter-stealth radar, once believed capable of effectively countering U.S. stealth aircraft such as the F-22. Meanwhile, its Marine Corps—equipped with VN-16 and VN-18 amphibious armored vehicles—was widely regarded as a formidable armored force in the region...

Night Trading

Asian indices are +.5% to +2.5% on average.
Asia Ex-Japan Investment Grade CDS Index 63.25 -1.5 basis points.
China Sovereign CDS 39.75 -4.0 basis points.
China Iron Ore Spot 106.2 USD/Metric Tonne +.6%.
Gold 4,417.8 USD/t oz. +2.1%
Swiss Franc/Offshore Chinese Renminbi Cross 8.78 -.25%.
Bloomberg Emerging Markets Currency Index 36.07 -.08%.
Bloomberg Global Risk-On/Risk Off Index 101.0 unch.
US 10-Year Yield 4.18% -1.0 basis point.
Japan 30-Year Yield 3.43% +3.0 basis points.
Volatility Index(VIX) futures 18.1 -1.3%.
Euro Stoxx 50 futures +.56%.
S&P 500 futures +.14%.
NASDAQ 100 futures +.35%.

Morning Preview Links

BOTTOM LINE: Asian indices are higher, boosted by technology and financial shares in the region. I expect US stocks to open modestly higher and to maintain gains into the afternoon. The Portfolio is 100% net long heading into the week.

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