Monday Watch

Around X:

• @Business   

• President Donald Trump said that the US is closely monitoring the protests in Iran and is mulling potential options as the Islamic Republic faces its third week of nationwide protests, the largest since 2022. 
• Australia plans to buy and stockpile minerals essential for defense and advanced technologies from domestic mining companies to help strengthen global supply chains.
• President Trump signaled he’s leaning toward excluding Exxon from his push for US oil majors to spend at least $100 billion to rebuild Venezuela’s petroleum industry.
• Federal Reserve Chair Jerome Powell said the US central bank had been served grand jury subpoenas from the Justice Department threatening a criminal indictment related to his June congressional testimony on renovations of the Fed’s headquarters.
• Gold rose after US jobs data left expectations for additional US interest-rate cuts intact, while intensifying protests in Iran kept geopolitical tensions elevated. 
• The US economy this year will get a boost from tax cuts, real wage gains and rising wealth while inflation will moderate, according to Goldman Sachs economists.
• Anthropic is rolling out new features for doctors and patients, part of a broader push into the lucrative health care sector. 
• Bond investors’ overarching wager on the path of the Federal Reserve and the Treasuries market in 2026 looks like it has room to run.
• Get up to speed on what's moving global markets
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• Here's what you need to know to start your day
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• @Zerohedge

• Trump Urges Cuba To Strike Deal With US "Before It's Too Late" After Oil, Money Cut Off From Venezuela.
• Despite the war between Trump and Powell going nuclear, odds of a federal charge against the Fed Chair remain muted, at just 18% on Polymarket.
• *TRUMP SAYS US MAY MEET WITH IRAN. *TRUMP SAYS IRAN CALLED TO NEGOTIATE YESTERDAY.
• K-Shaped Economy Is Here To Stay As Goldman's Consumer Dashboard Shows Growing Divide.
• TRUMP: "Iran is starting to cross my red line. There seems to be some people killed that aren't supposed to be killed. We are looking at it very seriously, the military is looking at it and we're looking at some very strong options." (audio) 
• Video message from Federal Reserve Chair Jerome H. Powell: (video)
• Footage shows the aftermath after a person drove a U-Haul truck into Iranian protests in Los Angeles, California, reportedly injuring several people. (video)   
• Trump Order Taking US Out Of UN Climate Orgs Caps Flood Of Corporate Exits. 
• AOC Joins Top Dems In Abrupt Pivot Against 'Antisemitism'.
• In An Instant Trump Reordered The Global Geopolitical Map.
• Dear oppressed Iran, my brave compatriots, In the past two weeks, especially in the last four days, you have shaken the foundations of the illegitimate regime of the Islamic Republic with your million-strong demonstrations. Now, relying on your million-strong response to the calls of the past days, and with the legitimacy and popularity I have received from you, I announce another stage of the national uprising to overthrow the Islamic Republic and reclaim our dear Iran. -@PahLaviReza. (video) 
• Former Special Counsel Jack Smith Confirms His Utter Contempt For The First Amendment Before Congress. 
• Its a tough call. Do you work with - A failing, incompetent Marxist-controlled government that in its last stages - but you've been there for the last 100 years? Or Venezuela. 
• The Democrats' "Affordability" Ploy To Avoid Accountability.
• MN Lawmakers Say Fraud Whistleblowers Were Threatened With Retaliation.
• CES Came And Went. Here's What Stood Out.
• A Rare Moment: Goldman Trader Sees Trifecta Of Fiscal, Monetary, & Regulatory Policy At Your Back.
• White House Amplifies Shocking Claims Of US Super Soldiers Deployed In Maduro Raid.
• UK Government Video Game Warns Kids They May Be Terrorists For Questioning Mass Migration. 
• This is actually happening!! -@elonmusk.

• @CNBC

• Asia-Pacific markets set to open higher, tracking Wall Street gains on U.S. jobs data.
• Stock futures are flat ahead of a busy week of earnings, economic data: Live updates.
• Google bolsters bet on AI-powered commerce with new platform for shopping agents.
• How the AI data center bubble story is playing out inside one booming energy stock.
• Earnings playbook: Goldman Sachs and other big banks lead the first batch of the season's reports.   

• @MarioNawful

• For those who’ve always wondered: “Where do Soros’ professionally trained, paid protesters come from?” (video) 

• @GenFlynn

• This interview is as serious as a heart attack because in this, the gentleman speaking accuses former VP @Mike_Pence of complicity in alleged child trafficking ring. And this man is a very credible source who is clearly sticking his neck out. (video)

• @TheSCIF

• DARPA, Palantir, Boeing, foreign countries, and even Google have programs and technology that can read & write, manipulate, induce, project, and effect things and people in ways you never thought possible. All this is already here and already weaponized. The tech reported in the U.S. military raid on Maduro is just a taste. These DEWs have many layers and include, A.I., electromagnetics, and other frequency weapons. (video)

• @WallStreetApes

• Number of arrests under Republicans. Russia Collision Hoax: 0. Jan 6: 0. Mar-a-Lago: 0. Biden Autopen: 0. Jeffrey Epstein clients: 0. DOGE Findings: 0. COVID: 0. Benghazi: 0. Ukraine Impeachment Hoax: 0. Funding Nationwide Protests: 0. 2020 Stolen Election: 0. Allowing illegals Voting: 0.
• Chicago resident reporting “Don’t let the media fool you. This was the size of the ICE protest”. Social media clips and the mainstream media frame these protests as massive, they show up close crowd shots and chaos. If you zoom out, the reality is much different. (video)
• Mike Benz is worried the case against Nicolas Maduro may end up getting dismissed. He says the CIA is who setup the cocaine trafficking networks in Venezuela and to make sure details of this don’t get released the CIA will want the DOJ to drop it. (video)

• @TomFitton

• BREAKING: @FBI leadership fired no more than 138 employees ("other separations") since January 20, 2025, according to official OPM data. Of the 3,063 FBI employees who left FBI employment since President Trump came back to office, most retired (872) or quit (980). The FBI has about 35.3k employees total. (pic)

• @RenzTom

• Before going to the FBI, Bongino constantly spoke of accountability for the leftists destroying our country and the evil child rapists in the Epstein ring. After his several-month stint at the FBI—where Bongino failed to arrest anyone of consequence, failed to arrest any of the criminal leftists destroying our country, and outright lied about the Epstein child rapist ring—he is now trying to go viral to make money off his “principled support” of the crooks undermining Trump by failing to bring accountability to anyone. He calls people who truly want to MAGA a cancer while saying whatever Wiles and Bondi tell him to for money and clicks. This is the definition of grifting.

• @mirti55453

• WHAT THE FALL OF THE IRANIAN REGIME WOULD MEAN FOR AMERICA. Not fantasy. Not theory. A hard-power analysis. Everyone talks about if Iran collapses. No one talks about what it actually means for the United States. Here’s the truth:

• @akafaceUS

• People are literally walking out of theaters after realizing Leonardo DiCaprio’s new film One Battle After Another is pushing anti-ICE propaganda. It paints federal enforcement as the enemy, encourages radical activism, and even frames releasing illegal immigrants from detention as some heroic cause. Enough already. (video)

• @GuntherEagleman

• JUST IN: DOZENS of radical leftists are straight-up STALKING ICE agents, tailing them in vehicles, following on foot, putting our heroes in EXTREME danger while they’re outnumbered! Minneapolis PD? Sitting on their hands doing ABSOLUTELY NOTHING. (video)

• @ElonMusk

• “𝙒𝙝𝙮 𝙞𝙨𝙣’𝙩 𝙎𝙤𝙧𝙤𝙨 𝙗𝙖𝙣𝙣𝙚𝙙 𝙛𝙧𝙤𝙢 𝘼𝙢𝙚𝙧𝙞𝙘𝙖?” This question pops up in my comments a lot. The answer is simple: Republicans and Democrats work with him. The references I found were not from some random academic journal. Over 30 direct mentions of Soros or his NGOs appeared in the Journal of Democracy. It's the flagship journal of the National Endowment for Democracy (NED), the same organization featured prominently in that widely circulated "Uniparty NGO" network diagrams below. NED is a U.S. government-funded outfit. It includes currently sitting members of Congress on its board... from both parties, not just former officials. Soros’s involvement is deep. -@DataRepublican. Soros bribes both sides. 
• Same professional protestor found at 100 different protests. (video)

• @DragonSword778

• This is @LeaderJohnThune. He has been sitting on the Save Act instead of passing it. Get loud. Call him at (202)224-2321. Every day. Tell him to Pass The Save Act and nuke the filibuster, as Americans and our President have demanded repeatedly.

• @FFT1776

• Was John Thune a plant from the beginning? How is he still winning in South Dakota? Are party labels being used to mislead voters? How many Dems r running under false labels in conservative strongholds? I can’t find anyone in SD who supports Thune … so what are we missing?

• @RyanRRozbiani

• Massive Protests in Israel Against Netanyahu. Time for a Regime Change in Israel, send Netanyahu to Florida. For another week, hundreds of Israelis gathered at Habima Square to protest against Prime Minister Benjamin Netanyahu and the government, demanding judicial reform. (video)
  

• @EricLDaugh

• BREAKING: The Chief of Chicago Police is being praised nationwide for the moment he STOOD WITH ICE instead of the Left. "Let me make this CLEAR! Federal agents, ICE, HSI, are officers. They are agents of law enforcement." "If you box them in...plow a VEHICLE, you're using DEADLY FORCE. And THEY can use deadly force in response to stop YOU!" "We need to be clear about these laws. We cannot become a society where we just decide to take everything in our own hands and start to commit crimes against law enforcement!" "It is a crime. You may not like what they're doing. I can understand that there's a lot of emotions out there, but that does NOT mean that you get to commit a crime, especially one that could lead to deadly force." "We need to keep everyone safe. Our responsibilities when it comes to federal agents, and I've been asked these questions, we do not interfere with the duties and responsibilities of federal agents." This is literally just common sense. Every single police chief should be saying this. This is DEEP BLUE CHICAGO! (video)
• JUST IN: Liberals are now showing up with their BABIES in Minneapolis hoping any police or federal agents won’t crowd control them when things get unruly and dangerous Freaking EVIL people. Don’t bring your little child to the left’s riots. (video)
• BREAKING: Anti-Khamenei Iranians are CLASHING with pro-Hamas white liberal women in Washington. You literally can't make this crap up. The white liberal women support ISLAMIST HAMAS The Iranians want to OVERTHROW the Ayatollah! (video) 

• @MagaStormX

• HOLY CRAP… Nick Shirley went to the UK and came back with a WARNING for America. He says after seeing what’s happening over there, he knew the same playbook was coming to the United States — and now we’re watching it unfold. According to Nick, this is how Keir Starmer + Labour stay in power: •Tommy Robinson was thrown into solitary for over 100 DAYS just for exposing what was happening inside his own country. •And Nick says it all connects back to one thing: votes. Power. Control. Nick explains that Tommy Robinson told him the real strategy is brutally simple: Labour allegedly tells Muslim communities: “Do whatever you want — we’ll look the other way… just vote for us.” He points out something that shocks a lot of people: (video)

• @DansForSenate

• South Carolina is done with Graham. He was boo'd for 6 MINUTES. STRAIGHT outside his HOMETOWN! Full clip below — it was merciless and deserved. We don’t have to live like this. And that’s why I am standing up to primary Graham on June 9, 2026. (video)

• @kate_p45

• Good morning, X. Never forget that 29 Senate Republicans voted in secret to make
  @LeaderJohnThune Senate Majority leader. Senator John Thune voted "NAY" to codifying DOGE cuts to the bogus foreign aid. Thune and a bunch of other Republicans decided they will continue to support democrats stealing billions from the American taxpayer. Congress has forgotten who they serve.

• @ClayTravis

• So crazy white chicks just show up and scream at ICE agents trying to provoke them to engage in violence. This is their entire goal and this is basically the entire Democrat party base. (video)

• @MarkLynchSC

• Lindsey Graham voted YES to spend $5 billion for refugees: In 2026, we DUMP LINDSEY!

Night Trading

• Asian indices are unch. to +1.0% on average.
• Asia Ex-Japan Investment Grade CDS Index 64.75 unch.
• China Sovereign CDS 41.0 +.25 basis point.
• China Iron Ore Spot 109.2 USD/Metric Tonne +.7%.
• Gold 4,589.2 USD/t oz. +2.0% 
• Swiss Franc/Offshore Chinese Renminbi Cross 8.73 -.16%. 
  
• Bloomberg Emerging Markets Currency Index 36.09 +.01%.
• Bloomberg Global Risk-On/Risk Off Index 100.9 -.3%.
• US 10-Year Yield 4.17% n/a. 
• Japan 30-Year Yield 3.42% n/a. 
• Volatility Index(VIX) futures 18.1 +1.4%. 
• Euro Stoxx 50 futures +.02%.
• S&P 500 futures -.5%.
• NASDAQ 100 futures -.74%.

Morning Preview Links

BOTTOM LINE: Asian indices are mostly higher, boosted by technology and industrial shares in the region. I expect US stocks to open modestly lower and to rally into the afternoon, finishing mixed. The Portfolio is 75% net long heading into the week.

Today's Headlines

Around X:

• @Business   

• The US may lift additional sanctions on Venezuela as early as next week to facilitate oil sales, Reuters reported, citing an interview with Treasury Secretary Scott Bessent.
• Venezuela continued releasing political prisoners on Saturday, including a member of opposition leader María Corina Machado’s party, a week after President Nicolás Maduro was captured by US forces. 
• The US launched missiles in Syria on Saturday, the latest attack on Islamic State militants following the December deaths of two US soldiers, according to US Central Command. 
• Social media platform X will open its new algorithm to the public in seven days, Elon Musk said on Saturday, including the code used to decide what posts and advertisements are recommended to users. 
• Prominent Chinese figures in generative AI say they don't see China eclipsing the US in the artificial intelligence race anytime soon. 
• Jensen Huang took the stage at the CES trade show in Las Vegas this week to make the clearest pitch yet for Nvidia autonomous driving technology. 
• President Donald Trump’s demand that credit-card lenders cap interest rates at 10% for a year takes aim at one of the banking industry’s crown jewels.
• What happened to the global economy this week — in charts.

• @Zerohedge

• HOLY CRAP! A Somali mob just RUSHED ICE agents in St. Cloud, MN. These guys are WAY outnumbered. They need NATIONAL GUARD support. The terrorists CANNOT WIN.
• These Are The World's Top Silver Producers.
• California's Billionaire Tax Is A Trojan Horse... Not A Solution.
• So @Spotify is now refusing to run ICE ads. Absolutely insane decision. How many Trump voters listen to Spotify? I can’t believe brands are still this insanely dumb.
• Amazon Is Ditching The United States Postal Service.
• BREAKING: ICE has provided @FoxNews a list of the most egregious criminal aliens they've arrested during their surge in the sanctuary state of Minnesota, & it's the most disturbing list I've ever seen, including numerous convicted child rapists/sodomizers & ten convicted killers, most with deportation orders going back many years. Several from Laos, Somalia, and Sudan. WARNING GRAPHIC - Highlights below:  
• NEW: The UK Government is working with Canada and Australia to launch a coordinated ban on X over Grok. Ministers believe it will send a "powerful message" to Elon Musk if countries do it together.  
• DNC Signals Possible Legal Action Against 10 States Over Proposed DOJ Voter-List Agreement.
• Hartnett: Normally This Would Be The Time To Sell... But Not This Time.
• Well 2 things precipitated it. 1) Big Jewish donors have been withholding from Ds and all D aligned causes. They opened the books for a midterm year and realized red-green crazies don’t have $. 2) Iran looks like it MIGHT fall and with that, Israel’s existential threats disappear.  
• Did Trump Accidentally Pardon Accused Jan 6 Pipe-Bomber? 
• "Yes, Yes, And Yes": Bessent Signals Crackdown On Dark-Money NGO Protests 'Just Like We Did With The Mafia'.
• Top Goldman Traders Ask (And Answer) The Big Questions Of 2026.
• Watch: New Footage Shows Three Minutes Before Minneapolis ICE-Involved Shooting.
• Widow Who Urged Wife To 'Drive' In Deadly ICE Incident Rakes In $1.5M In Donations.
• "Affordability!": Trump Calls For Temporary 10 Percent Cap On Credit Card Interest Rates.   
• 'Life In The Fast Lane': Citadel Macro Guru Says Markets Are Underpricing US Growth.
• Of course this is U.K.’s Ofcom Team that wants to ban X.
• Even Google's Founders Have Had Enough Of California, And Are Saying Adios.

• @CNBC

• The AI question every job candidate on interview should be prepared to answer.
• Trump seeks to stop courts, creditors from seizing Venezuelan oil revenue in the U.S. 
• 2026 is the year of obesity pills. Here's how they could reshape the GLP-1 market.

• @Barron's 

• Had bullish commentary on (DHR) and (UBER). 

• @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%.

• @MarioNawful

• U.S. MILITARY AIRLIFT SURGE TO MIDDLE EAST, SAME PATTERN AS JUNE'S IRAN STRIKE. Dozens of C-17 Globemasters flying from US bases through UK to Al Udeid Qatar and Saudi Arabia since January 1st. 160th SOAR (Night Stalkers) special ops at RAF Fairford. AC-130J gunships landed nearby. MQ-4C drones running daily recon over Strait of Hormuz. Two carriers in theater: USS Carl Vinson and USS Nimitz. 180 aircraft total, F-35Cs and F/A-18s. In short:  

• @TheSCIF

• Fulton County, Georgia, FALSIFIED audit tally sheets, and counted DUPLICATE BALLOTS in the 2020 Election. Over 4,000 duplicate ballots found, and over 40,000 line items in a spreadsheet with election irregularities counted between the election and the recount with a 59.5% error rate between the counts. 17,852 certified votes had no corresponding ballot images, and 20,713 in-person votes had no original tabulator tapes. Nearly 200 ballots were scanned twice during the initial count, over 3,000 double-scanned ballots carried audit marks confirming they were processed multiple times. Investigators uncovered 36 inconsistencies in batch tally sheets, including unchecked boxes for unsealing ballot containers, missing batch numbers, and apparent duplications. (video)

• @WallStreetApes

• Multiple liberals block ICE officers trying to do their job. They physically block ICE from being able to leave. After ICE tries to drive through them they choose to climb on top of the ICE vehicle hood When did this ever get normalized. How are none of them getting arrested. (video)

• @TonyxTwo

• “Did you know Renee Good enrolled her kid in a Charter School in Minneapolis that was training parents to fight ICE? Because she absolutely did.” Why is there a Charter School training up moms to fight Federal Agents? (video)

• @laralogan

• Their strategy is to wait Trump out & then come for ICE agents & everyone who supported/voted for him. (video)

• @RenzTom

• This is why there is absolutely nothing more important @realDonaldTrump can do than holding the treasonous uniparty accountable. The Dems and uniparty were behind J6. Obama and crew set up a coup and it worked. If these people ever gained full control of the military, we are done. There is no fighting back, and your AR is meaningless against our military tech. This may sound unthinkable, but so were masks and lockdowns, so were stolen elections, and so were political protections against a former president. The uniparty wing of the GOP has shown it will be complicit or roll over. If there’s no accountability, all of this will happen again. That is why I argue that Pfizer Pam Bondi and other appeasers have to be fired and replaced with people that understand the urgency of this moment in American history.
• Being Republican no longer means much. The primaries are everything because in the general election, you'll be offered a choice between the left and the uniparty if you don't fight for your primaries. BTW, the primaries are where the uniparty GOP uses election fraud to ensure MAGA candidates aren't on the ballot. That's why the GOP won't pass election reform. Fraud in primaries is critical. Get active to fix this country. (pic)
• According to Dan Bongino, the “deplorables” are now “cancer.” The Susie Wiles/Dan Bongino strategy to protect Bondi and lose the midterms: Piss off half our base by telling them that the things they care about—accountability, America first, fair elections, Epstein’s child rape rings, pharma corruption, etc.—don’t matter, and that if they question us, we don’t want them. Instead of calling them deplorables call them “cancer.” That will surely get everyone out to vote. Who’s doing the real blackpilling here?

• @WarClandestine

• Guys, something is happening. All the pro-Islam Democrats are all the sudden, in unison, posting pro-Judaism and anti-Hamas posts, after their followers have been screaming “free Palestine” all day every day for years. They are getting in front of something.. (pic)

• @GroverNorquist 

• These 17 Republicans ran to news cameras to bluster about the $9 billion of fraud exposed in Minnesota. But, when it came time to actually protect taxpayers, they folded and voted with Democrats to fund 58,000 dead people on Obamacare exchanges and $27 billion worth of fraud.

• @disclosetv

• ICYMI - U.S. billionaires Gates, Thiel, Lauder, Altman, Bezos, and others, have built a footprint in Greenland, investing in AI driven drilling for rare earths and plans to develop a "freedom city," since Trump's first term.

• @IranSpec

• 𝐁𝐫𝐞𝐚𝐤𝐢𝐧𝐠 𝐍𝐞𝐰𝐬. | 1.5-1.85 million Iranians are in the streets fighting tonight… At this stage the revolution has spread to: - 512 locations. - 180 cities. - 31 provinces (All provinces). I urge everyone, especially those with influence to not call this “protests”. Does this look like protests to you? This is a revolution… (video)

• @KobeissiLetter

• The US trade deficit continues to improve at a historic pace: The US’ goods and services trade gap narrowed +$18.79 billion, or +39%, in October, to $29.4 billion, the smallest since 2009. Since the March peak, the US trade deficit has narrowed by +$107.02 billion, or +78%. This comes as imports fell -3.2% MoM, to $331.37 billion, the lowest since January 2024. At the same time, exports rose +2.6% MoM, to $302 billion, the highest value on record. The merchandise trade deficit, adjusted for inflation, narrowed to $63.0 billion in October, the smallest since February 2020. The US trade deficit is rapidly shrinking. (graph)

• @ElonMusk

• UPDATE: Just leaving the @GOPoversight hearing on Somali fraud in MN. This thing is crazy. The Walz admin knew about the fraud & went after whistleblowers to protect it. These MN officials that knew should be brought-up on conspiracy charges for defrauding the American people. -@ByronDonalds. Accurate. (video)

• @annvandersteel

• This is what a line crossed looks like. An elderly woman locked in solitary confinement for questioning power. A state punishing inquiry instead of protecting truth. Courts enforcing outcomes instead of justice. This is not about safety. It is about obedience. A system that cannot tolerate scrutiny is not democratic. It is authoritarian. If Americans are no longer allowed to ask who counts the vote, then consent is gone and control is all that remains. This should enrage you.

• @nicksortor

• BREAKING: MINNEAPOLIS POLICE SURRENDER TO ANTI-ICE RIOTERS AFTER OFFICERS ATTACKED. They have now RUN AWAY and ABANDONED the area which has been TAKEN OVER by leftist anarchists. IT’S TIME FOR THE INSURRECTION ACT, PRESIDENT TRUMP! LOCAL POLICE HAVE CEDED CONTROL TO ANARCHISTS.

• @BasedSamParker

• UPDATE: As if it couldn't get any worse, a Utah County attorney prosecuting Tyler Robinson didn't even know the crime scene had been destroyed & paved over 3 days later. Does anyone seriously think they're at all interested in the truth or justice? (video)

• @chamath

• Collectively, the amount of Billionaire wealth that has left California in the last month (!) is now in excess of $700B. That means the $2T of California wealth they expected to tax is now down to $1.3T and falling quickly. I would not be surprised if 2026 ended with less than $1T of billionaire wealth in California and decades and hundreds of lawsuits. A complete and total unforced error. Where was the Governor? Where are our leaders?? If they don’t kill this ballot initiative and entice those folks to come back, the California budget will be massively upside down. Only place to get the money is to cut waste, fraud and abuse or increase taxes on the middle class. The latter is much simpler than the former.

• @mickitiki

• Paid protesters are given many tasks. Incite violence, disrupt law enforcement, cause chaos and spin the narrative that they’re the victim. Tragic side effects to this radical behavior is death. (pic)

• @JebraFaushay

• Anti-Ice protestors are just out there exercising their constitutional right to assemble. =

• @EricLDaugh

• JUST IN: The Chief of Portland Police is being called on to RESIGN after breaking down CRYING in favor of Tren de Aragua illegal aliens who got shot. Yet not a SINGLE tear for angel families and US citizens victimized by illegals. RESIGN! (video)

• @TonySeruga

• This has to be the biggest fraudster we've ever investigated. Two of our former FBI forensic accountants are even shocked.

• @EvanAKilgore

• Dan, I say this with total and the utmost respect. You've spent every single day back on X since leaving the FBI crashing out at people criticizing the Trump administration. You are retweeting Catturd hating on Thomas Massie, Mark Levin attacks, and fighting with Matt Gaetz. You are calling people antisemitic and "declaring war" on private citizens using their First Amendment right to express discontent with broken promises. You yourself championed exposing Epstein throughout 2023/2024, as did your former cohorts in the FBI. People feel conned here. Dan, this is a serious question, can you read the room? Do you not understand the frustration from the common man?

• @C_3C_3

• So… 4 Dem states are suing Trump to keep Somalians robbing Americans. 19 Dem states are suing Trump to give sex change operations to kids. 22 Dem states are suing Trump to hide voter data. 21 Dem states are suing Trump to give SNAP benefits to illegals.

Evening Headlines

Around X:

• @Business 

• US President Donald Trump on Friday said he’s calling for a one-year cap on credit card interest rates at 10%, without specifying details. 
• President Trump convened nearly 20 US oil executives at the White House Friday and predicted they'd come to an agreement to spend at least $100 billion to restart Venezuela's crude production. 
• Walmart Inc. will join the Nasdaq 100 Index, replacing AstraZeneca Plc, Nasdaq Global Indexes said Friday.
• Veradermics filed for an IPO to help commercialize its hair re-growth pill.
• Two people shot by a Customs and Border Patrol agent in Portland were associated with Venezuelan gang Tren de Aragua, the city’s police chief said.
• Eikon Therapeutics filed for an IPO to help fund its advanced pipeline of cancer drugs.
• Forgent, a designer and manufacturer of electrical equipment used in data centers, filed for a US IPO.
• FBI Director Kash Patel selected Christopher Raia, a career counter-terrorism official who led the investigation into the 2025 New Orleans New Year’s attack, as co-deputy director of the bureau. 
• In the first full week of 2026, a synchronized cross-asset rally — from meme stocks and high-yield bonds to small-company shares — shows no sign of slowing.
• Hedge funds hiked bullish wagers on US crude to a five-month high as the initial shock of the US capture of the Venezuelan president gave way to fears of stunted oil flows from the Middle East as deadly protests grip Iran.   
• Small-cap stocks are on a tear. Investors couldn’t care less. 

• @Zerohedge 

• Three Takeaways From Trump's Seizure Of A Russian-Flagged Tanker In The Atlantic.
• Watch: Conservative Honduran Lawmaker Narrowly Survives Bomb Hurled At Her In National Congress.
• Prosecutor Calls Newsom 'King Of Fraud' For Oversight Failures.
• "The Giant Sucking Sound": Exodus From California Continues For Taxpayers & Businesses. 
• more on Trump's QE here.
• 'Comrade' Singham Faces House Subpoena Over Alleged CCP-Linked NGO Network Fueling Anti-ICE Protests.
• Trump Says US Will Begin Strikes On Cartels In Mexico.
• Yesterday a quasi-judicial body in Italy fined @Cloudflare $17 million for failing to go along with their scheme to censor the Internet. The scheme, which even the EU has called concerning, required us within a mere 30 minutes of notification to fully censor from the Internet any sites a shadowy cabal of European media elites deemed against their interests. No judicial oversight. No due process. No appeal. No transparency. It required us to not just remove customers, but also censor our 1.1.1.1 DNS resolver meaning it risked blacking out any site on the Internet. And it required us not just to censor the content in Italy but globally. In other words, Italy insists a shadowy, European media cabal should be able to dictate what is and is not allowed online...  
• The entire local government municipality building in the Northern Iranian city of Karaj is currently engulfed in flames, as anti-government protests appear to be on the verge of overflowing in Iran.  
• Stocks, Oil, & Gold Soar As Catalyst-Heavy Week Routs Rate-Cut Odds. 

• @CNBC  

• Amazon plans first big-box retail store in Chicago suburb.
• The broadening trade has been in full swing this week. Will it stick? 
• The earnings season that kicks off next week looms large for stock pickers. Here is what's ahead. 

• @MarioNawfal  

• MINNESOTA WHISTLEBLOWERS WARNED TO STAY SILENT: “YOU’LL LOSE YOUR JOB, YOUR HOME, & THEY’LL TRACK YOUR KIDS”. Minnesota State Rep. Marion Rarick says whistleblowers trying to expose fraud in state-run programs are being hit with threats straight out of a political thriller. She warned that the intimidation is systemic, and basically if you speak up, expect your life to be dismantled. Whistleblowers are supposed to be protected by law, and if they’re being hunted for telling the truth, the system is being weaponized. (video)
• NYC PROTESTERS CHANT "KILL THEM ALL, BURN THEM ALL". Thousands march Manhattan demanding ICE abolition as some escalate to outright calls for mass murder. Violent rhetoric spiraling beyond protest into terrorism territory. Unhinged. (video)
• DELTA FORCE OPERATORS WHO CAPTURED MADURO NOW REPOSITIONING TO MIDDLE EAST AS IRAN CRISIS ESCALATES. The same elite special operations units that captured Nicolás Maduro days ago are now allegedly moving to the Middle East. Over a dozen U.S. strategic airlifters have crossed the Atlantic to Britain and then eastward, many carrying helicopters operated by the Night Stalkers, the elite unit that flew Delta Force commandos into Caracas. Delta Force has reportedly pivoted to the Middle East, with Army Rangers and Air Assault Forces from Europe being repositioned rapidly.

• @CynicalPublius

• Everything makes sense when you consider the following seven immutable truths: 1. A large majority of native-born Americans strongly oppose Democrat policies. 2. The only way Democrats can win national elections is to import new voters, both legal and illegal. 3. The way to ensure that the newly-imported voters vote Democrat is to give them free stuff, whether via fraud or legal wealth redistribution, or both. 4. Trump’s efforts to deport illegals are therefore an existential threat to the Democrat Party and its policies. 5. Because of the foregoing, it is imperative to Democrats that they shut down ICE operations. 6. A key factor in the attempt to shut down ICE operations is to create martyrs. 7. Dead SUV Karen is a martyr. Deep down they are glad she is dead, because they NEED her to be dead.

• @TheSCIF 

• Former Nicolás Maduro security guard delivers a firsthand account of the advance technology used in the U.S. raid in Venezuela. State-of-the-art drones, massive firepower, but the Direct Energy Weapons were the most terrifying. 20 elite American soldiers, armed with cutting-edge technology, dismantled defenses and neutralized hundreds without a single casualty on their side. This isn't just a story of victory—it's a masterclass in modern warfare supremacy. The Americans arrived undetected, Advanced electronic warfare systems completely disabled Venezuelan radars and other equipment. Drones struck with lightning speed, obliterating bases and outpacing any counter-response. The guard notes Venezuela had "no technology to fight against drones," highlighting the asymmetric edge of U.S. unmanned aerial systems. Most interesting, was the mention of Direct Energy Weapons, causing immediate incapacitation, with victims bleeding from ears, nose, and mouth. (video)
• Somali Daycare Fraud couriers moving luggage packed with over a MILLION in cash, through the MSP airport daily, moving up to $350 MILLION dollars a year. The worst part is that this broke 7 YEARS AGO, and they were tipped off 12 YEARS AGO about it. Our greatest enemy is from within, and they are also robbing us blind. These people need to be removed from office and the ones in the Somali community deported, NOW! This is a huge nationwide issue. We the people have had it! (video)

• @jigijordan

• It seems pretty obvious that Dan Bongino was sent back to the private sector as a PR tactic. The admin realizes it’s losing much of its base and reports are Trump is confused as to why the public isn’t happier with him. It’s pretty simple actually… His ‘base’ only wanted ONE thing… Accountability. We are told all day everyday about the corruption and theft of our tax dollars. We are told about the insidious acts around the Epstein case. We are told about fraud and cheating within all levels of government. And so the people voted in Trump and he assembled what looked to be a dream team that was committed to dismantling the ‘deep state’ and bringing to light and justice all this deception and theft...

• @EmeraldRobinson

• You know the GOP doesn't really exist because the Republican clowns in Congress still want to include $5.69 billion for refugee assistance services.

• @RenzTom

• Is it blackpilling to call out the DOJ for not prosecuting a single person for something the internet could sniff out? If the internet can find this evidence, why hasn’t Bondi prosecuted yet? Why didn’t Bongino arrest anyone? I support MAGA and Donald Trump, so I’m saying it again—this DOJ is Bill Barr part 2 and is undermining the President. (video)
• Here’s some more complaining for Dan: - Why do you oppose us asking the DOJ to prosecute the Dems behind J6, Obama, and others involved in endless corruption, including stealing elections, and the criminals who manufactured COVID in a lab and then made billions off fake and fraudulent “vaccines” when it was released? - Are you a fan of digital IDs and universal track-and-trace for Americans? If not, why shouldn’t we ask questions about the laws and regulations currently implementing it? - Is there a reason you don’t want us asking about kickbacks and corruption in NGOs and foreign aid (like Ukraine)? Are you okay with Lindsey Graham allegedly getting kickbacks or Zelensky becoming a billionaire on the backs of American taxpayers?...

• @elonmusk 

• Unless stopped, the fraud in California, Minnesota and elsewhere will keep increasing until it bankrupts the entire country. (graph)

• @TonySeruga

• Both Republicans and Democrats, right now, in the appropriations committees, are still fully funding the very same Somali programs, i.e., Office of Refugee Resettlement (ORR), and the bloated Labor, Health, and Education bill which doesn’t just fund refugees—it cements Biden-era spending at least 20% above pre-pandemic levels, fueling a $2 trillion deficit this year! No true conservative should ever support this.

• @GuntherEagleman

• BREAKING: Oversight Chairman James Comer just VENTED frustration at Trump's DOJ: "I've been disappointed in some of the criminal referrals collecting dust on AG Bondi's desk... THERE HAVEN'T BEEN ENOUGH ARRESTS." (video)

• @OcrazioCornPop

• BREAKING: 17 RINOs just stabbed conservatives in the back by voting with Democrats to REVIVE Obamacare subsidies for 3 more years, handing BILLIONS to Big Insurance amid massive fraud. Primary season can't come soon enough! Here is the list of RINO House lawmakers who voted with Democrats on the bill to extend ACA subsidies: David Valadao (California) Jeff Hurd (Colorado) Maria Elvira Salazar (Florida) Zachary Nunn (Iowa) Thomas Kean Jr. (New Jersey) Andrew Garbarino (New York) Nick LaLota (New York) Mike Lawler (New York) Mike Carey (Ohio) David Joyce (Ohio) Max Miller (Ohio) Robert Bresnahan (Pennsylvania) Brian Fitzpatrick (Pennsylvania) Ryan Mackenzie (Pennsylvania) Monica De La Cruz (Texas) Robert Wittman (Virginia) Derrick Van Orden (Wisconsin) WHY IS @SpeakerJohnson ALLOWING THESE VOTES IN THE HOUSE?

• @disclosetv

• JUST IN - Reported cyberattack takes oncology journal offline that published a peer-reviewed study from Tufts and Brown University exploring links of COVID injections to newly diagnosed or rapidly worsened cancer shortly after COVID injections.

• @BowesChay

• Berlin has been living without electricity and heating for five days: "Today is the fifth day of a large-scale power outage in Berlin, and officially, this is the longest power outage in the German capital since the Second World War. And yes, it's currently minus six degrees in the mornings, so people are freezing in their homes. According to the Berlin police, there have been an increase in burglaries, with robbers trying to break into people's homes or businesses, as well as robbing ATMs. The city's energy system was attacked, presumably by a left-extremist group called Vulkangruppe. They claim to be fighting against the rich and climate change by destroying infrastructure. The mayor of Berlin has just confirmed that everyone who was affected by the power outage and registered in a hotel where there was still electricity will get their money back." (video)

• @SenseReceptor

• FDA head Marty Makary—who told pregnant women to get Covid injections—now says "we would like to see a universal flu shot" for people. Not a single mRNA poison jab pulled, and now FDA is pushing "universal flu" jabs. Is this what winning looks like, MAHA? (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.