Monkey’s Market Minute: January 16th, 2026

Disclaimer: Never take investment advice from strangers on the internet, especially monkeys. Learn how to manage your own money or seek out a professional who can give you personalized financial services. This newsletter is just my thoughts and opinions, and if you copy me and lose the money, you have nobody to blame but yourself.

- The regime blinked on Iran, signaling that they’re not going to attack Iran after all. What happened? Is the regime actually going to take an “L”? No, of course not. This could be a feint to lull Iran into a false sense of security as the US moves a carrier strike group into position, or perhaps, since the rioters have all been rounded up and face execution, they are preparing a new operation to distract Iran in preparation for a strike. The riots were a stupid plan that reeked of desperation, and I don’t think Israel has the time or resources to organize another set of assets against Iran, but I don’t see them backing down and accepting that the Greater Israel project failed and the prophecy isn’t going to come true, so if I were a betting man, I would bet on this being a faint, and they’re going to attack Iran soon either under some pretense, or just attack them for no reason because they can.
source: https://www.zerohedge.com/geopolitical/lindsey-drowns-sorrows-after-trump-refrained-iran-attack-no-guarantees , https://www.zerohedge.com/geopolitical/airlines-still-avoid-iran-iraq-airspace-despite-reopening-trump-assures-tehran-no

- In the markets, there is “small cap FOMO”, but what’s really happening is a rotation. The FED is going to massively cut rates as the government prints money (stimulus). This normally only happens AFTER a major crash and recession to stimulate the economy and recover from said recession, but in this case, the economy isn’t in trouble, the government is, and they need to print money and cut rates to bail themselves out, but the result will be the same, so expect a rotation from tech to cyclicals (i.e. Spring to Summer if you remember the chart), but we’re also heading into stagflation with the labor market dogshit and flooded with Indians. The purpose of this is to “fight inflation” by increasing unemployment without the increase showing up in the unemployment figures. How? By having the unemployed be mostly young graduates trying to get their first job. Those unemployed people don’t show up as unemployed because unemployment rates are based on layoffs, not those who can’t find a job after graduating. All of this is in service to keeping the government afloat and the wars going.
source: https://www.zerohedge.com/the-market-ear/small-cap-fomo-exploding-russell-breaks-out-crowd-wakes

- For what it’s worth, if you want to buy stocks, the three sectors likely to rise as interest rates fall and spending increases are industrials, materials, and energy. Gold and silver miners are part of the materials sector, so there’s that. The issue is that with stagflation, this isn’t a normal market cycle. Commodities are your friend, but the futures market is fake and gay, so all you can do is buy physical metals as the government cannibalizes everything to buy itself more time to continue the wars it's losing.
source: https://www.zerohedge.com/precious-metals/goldman-go-long-goldsilver-ratio , https://www.zerohedge.com/the-market-ear/could-rates-rise-here

- The winners in the market today were:
o 1. Industrials
o 2. Utilities
o 3. Real Estate
o 4. Natural Gas
o 5. Financials
o 6. Consumer Discretionary
o 7. Information Technology

- The losers in the market today were:
o 1. The VIX
o 2. Bitcoin
o 3. WTI Crude Oil
o 4. Brent Crude Oil
o 5. Energy
o 6. Gold
o 7. Healthcare

- If this were a normal market cycle, I’d tell you that industrials, materials, and energy are the play, but we’re still in a government-supported bubble heading into stagflation, so gold and silver are the play, as well as other industrial metals like copper. Had Trump let the market crash, we’d probably be on the road to recovery by now, but nope, gotta hold the dying empire together a little longer for the Jews.

- There’s nothing else worth mentioning happening geopolitically. I’m still paying a close eye on Iran. Israel launched the attack on Iran’s currency and set their rioters on the government at this time for a reason, and just because they lost doesn’t mean they won’t try again. Israel is on borrowed time, and Netanyahu needs to keep the war going to avoid going to prison for corruption anyway, so this isn’t over.

- The bottom line is that we’re still in the eternal “we’ll see” mode once again as we slowly head into a stagflationary depression. I still believe something will happen in Iran, but if not, the next shoe to drop will be wherever the regime decides to aggress next, perhaps Colombia or Cuba. BRICS is still trying to run out the clock, so the Regime is making all the moves.

Monkey’s Market Minute: January 15th, 2026

Disclaimer: Never take investment advice from strangers on the internet, especially monkeys. Learn how to manage your own money or seek out a professional who can give you personalized financial services. This newsletter is just my thoughts and opinions, and if you copy me and lose the money, you have nobody to blame but yourself.

- As we prepare to go to war with Iran entirely for the benefit of Israel, and potentially trigger World War 3, for absolutely nobody’s benefit except the Jews, let us remember that oil prices will go parabolic and cause mayhem in the bond market.
source: https://www.zerohedge.com/markets/treasuries-will-increasingly-take-cues-oil , https://www.zerohedge.com/geopolitical/want-destabilize-iran-rest-assured-something-worse-will-follow , https://www.zerohedge.com/energy/crude-stocks-rise-most-two-months-us-oil-production-finally-drops

- Trump appeared to have second thoughts about Iran, indicating that the executions had stopped, causing oil prices to tumble, but Trump will attack Iran. Juden Vult! The Jews will it!
source: https://www.zerohedge.com/military/us-withdrawing-some-personnel-qatar-air-base-over-iran-threat , https://www.rt.com/news/630976-reuters-us-attack-iran-imminent/

- If the US successfully destroys Iran, it’s going to be hell for the oil industry. If the US is unsuccessful, World War 3 may occur, as Iran will destroy Israel, likely triggering the Samson Option and nuclear exchange. There is nowhere to go but down from here, but the die is cast.

- Silver is ripping, now over $100, which I didn’t think would happen this soon, and that’s despite the manipulation by the banks. They were supposed to keep silver below $75, but everything is too volatile, and there is no alternative in commodities thanks to all the manipulation and bullshit. The government caused all of this. Biden manipulated markets to cover up the inflation he was causing, and Trump did it to help support Israel’s wars. Now the bill is coming due.
source: https://www.zerohedge.com/commodities/whats-going-silver-goldmans-commodity-desk-chimes , https://www.zerohedge.com/the-market-ear/silver-has-left-building-vol-broken-ratios-are-crashing-bubble-alarms-are-screaming , https://www.zerohedge.com/markets/us-producer-prices-come-hot-heels-mysterious-energy-cost-surge , https://www.zerohedge.com/the-market-ear/gold-keeps-ripping-bubble-signals-and-dollar-gap-are-flashing-red , https://grok.com/highlights/a0791336aed7418ba42dc96fb9040b35

- The winners in the market today were:
o 1. The VIX
o 2. Bitcoin
o 3. Crypto
o 4. Consumer Staples
o 5. Gold
o 6. Bonds
o 7. Real Estate

- The losers in the market today were:
o 1. Natural Gas
o 2. Consumer Discretionary
o 3. Brent Crude Oil
o 4. Information Technology
o 5. Broad Commodities
o 6. Agriculture Commodities
o 7. S&P 500 Index

- Metals and crypto are up while stocks are down. The whole “digital gold” narrative is holding up despite all the volatility last month. Whatever.

- The only other update for geopolitics is that there is currently no carrier strike group in the Middle East, so an attack on Iran won’t happen tonight. There is a carrier moving from the South China Sea to the Middle East, so the war will probably begin when it gets there. China or North Korea could do the funniest thing right now.

- The bottom line is that we’ll just have to wait and see if the US and Israel have some fancy new weapon they didn’t have 6 months ago, if they go straight to nukes, or if Iran pushes their shit in. We’ll find out together.

The Morning Constitutional: January 14th, 2026
https://www.mgtow.tv/watch/2026-01-14-08-02-33_MAvoai7N6i75b4I.html
/watch/2026-01-14-08-02-33_MAvoai7N6i75b4I.html

Monkey’s Market Minute: January 13th, 2026

Disclaimer: Never take investment advice from strangers on the internet, especially monkeys. Learn how to manage your own money or seek out a professional who can give you personalized financial services. This newsletter is just my thoughts and opinions, and if you copy me and lose the money, you have nobody to blame but yourself.

- It looks like the Regime is having second thoughts about attacking Iran because Israel would likely be destroyed if they do. However, Trump already said he would, and boomers never quit. JD Vance is being offered as the voice of reason who is trying to talk Trump down from the ledge, but this is all kayfabe bullshit. Trump was lied to by Israeli intelligence, who assured him that the riots would overthrow the Iranian government, and he wrote checks with his mouth that he couldn’t cash. The same thing happened in July when Israel attacked Iran, and then begged for help from Trump when Iran started bombing them and overwhelming their air defenses. I’m relieved to see that there is some hesitation by Trump, because attacking Iran... AGAIN... It's going to go much worse than it did in July. Maybe JD Vance plays the role of the “party pooper,” and Trump tries to walk back his tough talk, or maybe this is all another feint to (hopefully) lure Iran into another round of negotiations so Israel can launch another sneak attack on them. I don’t know, we’ve left sanity and reason a long time ago. Trump is going to do what Israel says, and Israel wants the US to do the impossible, so it’s a coin toss whether or not the war with Iran happens. Trump really should not attack Iran, and take the fucking L, but I’m 90% sure he’s going to attack and have the “L” shoved up his ass instead.
source: https://www.zerohedge.com/geopolitical/trump-already-receiving-briefings-military-strike-options-iran-protest-deaths-soar

- Trump is going to show Iran, though, by raising tariffs on countries doing business with Iran.
source: https://www.zerohedge.com/markets/trump-imposes-25-tariff-any-country-doing-business-iran-effective-immediately

- In Venezuela, Americans are being warned to leave immediately. The security situation is “fluid” as per the State Department. Armed militias are setting up roadblocks and searching vehicles for evidence of US citizenship or support for the United States, and presumably killing those they find. Also, the oil companies are rejecting Trump’s call to invest in rebuilding Venezuela’s oil industry. The lesson here is that the US military is really good at destroying things, especiallywhen you bribe your opponent to let you win, but that’s about it. The US military can’t change “hearts and minds” and build a country. I learned that firsthand in Iraq 20-ish years ago.
source: https://www.zerohedge.com/geopolitical/us-warns-americans-leave-venezuela-immediately , https://www.reuters.com/markets/commodities/big-oil-offers-reality-check-trumps-venezuela-dream-2026-01-12/

- So we’re still waiting for confirmation regarding Iran. The riots failed, and there are going to be consequences for Trump trusting Israel’s intelligence and casting the die half-cocked, but maybe JD Vance can be the “bad guy” and Trump backs down. That is what the Regime should do. They never should have done any of this shit, but Trump is being given horrible intel from Israel that is likely hoping to drag the US into fighting its wars for it by convincing Trump it’ll be easy. It’s not like Trump has any military experience. He’s a real-estate guy, not a geopolitical expert. This isn’t over, but it’s up to Trump whether he takes the L or doubles down. He’ll probably double down because he’s a fucking idiot, but that’s fine. I’m not getting any younger. Let’s light this candle.

- Let’s turn now to the markets and look at the winners and losers today. The winners today were:
o 1. Natural Gas
o 2. The VIX
o 3. Gold
o 4. Brent Crude Oil
o 5. Bitcoin
o 6. Broad Commodities
o 7. Consumer Staples

- The losers today were:
o 1. Financials
o 2. Agriculture Commodities
o 3. Energy
o 4. Bonds
o 5. The US Dollar
o 6. Healthcare
o 7. Communications Technology

- The inflation trade is back, which means the markets are betting on more money printing and lower interest rates.

- The only news affecting markets is the criminal probe into the FED to force them to cut rates for the government to endlessly print money regardless of the inflation it causes (and it will be a lot). This is kayfabe bullshit. The FED is going to cut rates because they’re part of the government, but the FED wants to pretend that they’re not going to because they don’t want the markets pricing in the lower rates ahead of schedule, because then the inflation will occur before the government itself can benefit from it, hence the kayfabe. It’s fucking stupid.
source: https://www.zerohedge.com/markets/dollar-hit-and-curve-steepens-doj-fed-probe-newsquawk-us-market-wrap , https://www.zerohedge.com/markets/stocks-dollar-drop-gold-jumps-fed-probe-iran-unrest-darken-mood

- Why is Bitcoin up? The normies are jumping back in because things have been quiet for Bitcoin lately. Normies are skittish, but once things are quiet for a few days, they jump back into whatever nonsense they were in before. I’m sure they’re using leverage again too, and I’ll probably see articles in a day or two about howthe volatility that happened last month was a fluke and crypto is back again, and people will believe them because “number go up”. You can’t help these people, except to encourage them to get boosted or seek Canadian healthcare.
source: https://finance.yahoo.com/news/bitcoin-shrugs-off-powell-probe-033925852.html

- We all know where things are heading. All this kayfabe nonsense is just to fool the normies into making it seem like it wasn’t planned.

- The bottom line is that Trump fucked up. Once again, when someone does something I didn’t expect, it’s because they’re stupid, and they should have done what I expected them to do. We’ll see if Trump doubles down on Iran and gets Israel destroyed. That might be the best possible scenario, actually. We’re also waiting to see what Russia and China do. It doesn’t look like a horse trade happened. Trump actually thought Russia and China would cuck for literally no reason. What a dumbass. The problem is that the Jews advising Trump are blinded by their own agenda and are not looking at the facts clearly. You see this with Halsey. Halsey is smart, but he’s blind because he's rooting for his “team”. This is why I’m consistently right. I don’t have a side. I just want to take women’s rights away. Even Academic Agent, who is smarter than me, and came up with the concept of the Regime and providing “value-free analysis,” was fooled by the Iranian propaganda because he’s ethnically Iranian, and was rooting for his “team”. It is what it is. I guess being a tribeless loner has its advantages sometimes.

Monkey’s Market Minute: January 12th, 2026

Disclaimer: Never take investment advice from strangers on the internet, especially monkeys. Learn how to manage your own money or seek out a professional who can give you personalized financial services. This newsletter is just my thoughts and opinions, and if you copy me and lose the money, you have nobody to blame but yourself.

- First off, I was right. The Iranian “protests” failed, as I said. Thunder Warrior was fooled by the propaganda on the show, but hopefully you guys were able to see through it. The secret is that what the media was saying made no sense.

o 1. The reason for the protests made no sense: 40% inflation isn’t bad, but completely understandable given the circumstances, and a drought that the government has nothing to do with.

o 2. The timing of the protests was obviously coordinated by Israel. Iran was at war with Israel 6 months ago. Why would the people of Iran be gung-ho to do the bidding of Israel after their constant attacks on their neighbors, including themselves?

o 3. There have been many astroturfed protests in Iran over the last few years, and the Iranian government has become effective at dealing with them. After the last Israeli war, Iran deported the problematic populations who were working with Israel, so how would the protests be bigger and more likely to topple the government at this time?

- Were you fooled by the propaganda? It’s okay if you were, but hopefully you learned something.
source: https://rumble.com/v746vzm-west-delusional-about-iran-protests-us-israel-desperate-for-unrest-ehsan-sa.html

- Trump is now preparing to attack Iran. But Iran is fully prepared, so Trump is implying that he’s looking into other options, like a cyberattack and sanctions, but the die is cast. They’re going to attack Iran because they’re boomers and they won’t admit defeat until they die.
source: https://www.thegatewaypundit.com/2026/01/watch-trump-says-iran-starting-cross-his-line/

- In a strange, but predictable, development. AOC and the democrats are suddenly supporting Israel. Isn’t that strange? The genocide in Gaza is forgotten, and now everything is closing ranks around their support for Israel. That should tell you how scared the Jews are. You cast the dice, don’t be a bitch just because you lost.
source: https://www.zerohedge.com/political/theyre-getting-front-something-democrats-make-abrupt-pivot-screaming-free-palestine

- In market news, apparently, gold prices “no longer matter” according to ZeroHedge.
source: https://www.zerohedge.com/sponsored-post/why-gold-prices-no-longer-matter-2026

- Something else that’s happening that I wasn’t expecting and came out of nowhere. The FED is apparently not going to cut rates, and now Trump is sending the DOJ to investigate Jerome Powell for crimes. I get that the government has to maintain the “will they or won’t they” game to keep investors guessing, but launching a criminal investigation against Jerome Powell for not obeying you seems overkill. Trump is acting like a dictator, but he can’t even deport anyone or do anything his voters asked himto do. This is the most retarded kayfabe bullshit I’ve ever seen, and that’s saying something given the last few years.
source: https://www.zerohedge.com/markets/fed-subpoenaed-doj-launches-criminal-probe-jerome-powell-who-vows-stand-firm

- For what it’s worth, Bitcoin is up today. Does this mean bull markets in the AI bubble next week? I don’t even know anymore. All the markets are detached from any kind of economic reality and move at the whim and for the entertainment of the billionaire class. My advice is to get your emergency supplies squared away. Food, water, fuel, ammo, medicine. Try to look for silver coins that are older than 1965 (dimes, quarters, half dollars, and silver dollars) and pennies that are older than 1982. Current year nickels are 75% copper and 25% nickel. Nickel is worth more than copper, so if you can’t get a hold of any old silver coins or 1980s pennies for the copper, you could stack nickels by just going to the bank and asking for rolls of nickels. A single nickel weighs 5 grams, 3.75 grams of copper, and 1.25 grams of nickel. 7.5 nickels contain an ounce of copper. A 1-ounce pure copper round costs around $5, but the paper spot price of copper is $0.36. 8 nickels are worth $0.40, which is more than the spot price of copper and doesn’t even include the nickel metal itself, and it’s cash that you could always deposit back into the bank for the face value at any time, so you can’t lose money. Even if the dollar loses value (which it will), and paper fiat becomes worthless, the metal the coins are made of will become more valuable. I’m not telling you to convert your life savings into nickels, but if you’re waiting for silver to come down and you want to do something, you can get a few rolls of nickels if you can’t source old 1960s dimes or 1980s pennies.

- The bottom line is that something is extremely likely to happen this week. If nothing happens this week, I’ll be very surprised. Russia and China aren’t going to cuck, and Trump was a retard to listen to Netenyahu. Now he’s written checks with his mouth; his ass can’t cash.

Monkey’s Market Minute: January 9th, 2026

Disclaimer: Never take investment advice from strangers on the internet, especially monkeys. Learn how to manage your own money or seek out a professional who can give you personalized financial services. This newsletter is just my thoughts and opinions, and if you copy me and lose the money, you have nobody to blame but yourself.

- Trump is trying to deal with the housing cost crisis without allowing the housing bubble to pop and hurt the boomers. He’s going to stop companies like Blackstone from “investing” in single-family homes, and he’s directing Fannie Mae and Freddie Mac to buy more real-estate bonds to take them off the bank’s books and lower mortgage rates. This isn’t altogether a bad thing. It’s amusing seeing Trump trying to spin all these plates to keep the markets from crashing, and stopping “investors” from buying up family homes is a good thing, although not enough.
source: https://www.zerohedge.com/markets/us-stocks-were-mostly-lower-after-us-president-trump-took-aim-housing-and-defence-sectors , https://www.zerohedge.com/markets/trump-lauches-his-own-qe-directs-gses-purchase-200-billion-mortgage-bonds

- The winners in the market today were:
o 1. Brent Crude Oil
o 2. WTI Crude Oil
o 3. Energy
o 4. Consumer Staples
o 5. Consumer Discretionary
o 6. Materials
o 7. Crypto

- The losers in the market today were:
o 1. Natural Gas
o 2. Information Technology
o 3. Healthcare
o 4. Bonds
o 5. Bitcoin
o 6. S&P 500 Index
o Everything else was up.
- Tech is weak, and Trump is turning his attention to real estate with no mention of more bailouts for AI companies. If Trump is rotating and there’s no more free money for tech, that could be bad. Trump will have to calm the fears of Wall Street and assure them that they’ll keep getting free money, and that they’re daddy’s special little boy.

- In geopolitics, there are fake and gay protests and riots happening everywhere. In Iran, you have fake and gay riots funded and organized by Mossad. In Minnesota, you have fake and gay protests that will likely turn into another 6 months of riots because it’s an election year.
source: https://www.zerohedge.com/geopolitical/iran-plunged-internet-blackout-protests-spread-trump-issues-new-warning , https://www.cnn.com/us/live-news/minneapolis-ice-shooting-01-08-26 , https://www.zerohedge.com/political/left-wing-protest-industrial-complex-activates-across-multiple-cities-after-ice-involved

- There’s nothing else to talk about that we haven’t already talked about. We’re waiting for the next shoe to drop, which is the Middle East. If there is horse trading going on, Iran won’t be attacked. If Iran is attacked, and the regime doubles down on Ukraine and Taiwan, then it’s WW3. I’ve heard boomer analysts claim that Russia will cuck and cut a deal in order to avoid WW3, giving the Regime and undeserved win and rewarding their aggression, which is retarded, and sets a precedent that the US can start wars, lose those wars, and then threaten WW3 if you don’t let them win, and they get what they want even though they lost. This is madness. Why is the whole world supposed to cuck to America and Israel because they have nukes, when they have nukes too? That may be the plan, though. If you trade your freedom for security, you will lose both and deserve neither.
source: https://www.youtube.com/watch?v=nIey0DjPLRI

- So the bottom line is that we’re waiting for Russia, China, Israel, or Iran to do something. The die has been cast.

Monkey’s Market Minute: January 8th, 2026

Disclaimer: Never take investment advice from strangers on the internet, especially monkeys. Learn how to manage your own money or seek out a professional who can give you personalized financial services. This newsletter is just my thoughts and opinions, and if you copy me and lose the money, you have nobody to blame but yourself.

- I want to address something from the show today before we get started. I laid out three possible scenarios: BRICS cucks, WW3, or horse trading, but I dismissed BRICS cucking for multiple reasons. Halsey actually thinks that’s what’s going to happen. Despite BRICS winning the war, they’re going to watch the regime expand further into their territory, while they basically are “allowed” to keep what they started with, and they’re going to do this because they’re afraid of the US and don’t want WW3, oh and Iran is going to be overthrown and abandoned even though the opposite happened 6 months ago for good measure. We’re living in an opposite world where the losers in a war seize territory from the winners because they’re afraid that the people they defeated for absolutely no reason.

- The US seized the Russian oil tanker, and although the Russian military was in the area, they didn’t do anything. This doesn’t mean Russia and China are cucking, but Russia hoped that merely being there would be enough to dissuade the US from crossing this red line, but they were wrong. Since Netanyahu’s visit last week, the US has turned a page and is now going for it, which Russia and China were not expecting, as avoiding WW3 was the standard for both sides... until now. Both Russia and China have issued similar statements, and they’re not the normal denouncements; they’re warning that the US has gotten arrogant and they need to be shown that Russia/China are not afraid of them. It doesn’t sound like they’re going to cuck to me, but we’ll see if Halsey is right (he’s not). BTW, I like picking Halsey’s brain to get the Regime side of the issues.
source: https://www.rt.com/news/630699-us-seizes-oil-tanker/ , https://united24media.com/latest-news/russian-official-threatens-military-retaliation-including-nuclear-response-after-us-seizes-oil-tankers-14833 , https://x.com/i/status/2008942069067468835

- Nothing to talk about in the markets. Metals are up, and energy is excited about the seizing of Venezuelan oil, because it’s a bailout by the taxpayer. Trump has already said that taxpayers are going to pay the energy companies to get Venezuela’s oil, so it’s free money.
source: https://www.zerohedge.com/markets/metals-mania-continues-mag7-lags-2026 , https://www.zerohedge.com/markets/top-goldman-trader-warns-were-early-stages-reflation , https://www.zerohedge.com/markets/chris-wright-takes-venezuela-pitch-oil-executives-miami , https://www.zerohedge.com/markets/us-may-subsidize-oil-giants-rebuild-venezuelas-energy-sector-trump-says

- The winners in the market today were:
o 1. Natural Gas
o 2. The VIX
o 3. Healthcare
o 4. Bonds
o 5. Agriculture Commodities
o 6. The US Dollar
o Everything else was down.

- The losers in the market today were:
o 1. Utilities
o 2. Crypto
o 3. Industrials
o 4. Bitcoin
o 5. Materials
o 6. Financials
o 7. WTI Crude Oil

- The “America, Fuck Yeah” euphoria seems to be dying down. Counting on Russia and China doing nothing and letting you steal everything from their trading partners because they’re afraid of you is also titanically retarded.

- In geopolitics, regarding Iran, they’re not stupid. They know Israel is preparing to attack them, and they know Israel and the West are funding and instigating the riots; they’re signalling that they may not wait for Israel to attack them first, because they’re not benefiting. Iran wasn’t doing anything, and there is no “international law” any longer. There’s no point in being worried about optics when the US and Israel are openly trying to overthrow you. Does this mean that Iran is going to attack Israel? Probably not, but they could, and they probably should. We’re in the eternal “we’ll see”.
source: https://www.zerohedge.com/geopolitical/iran-signals-pre-emptive-action-after-sen-graham-israeli-threaten-khameneis-life

- So the bottom line is that we’re waiting for the next shoe to drop, but the shoe will drop. Israel will do something soon, I can feel it in my foreskin.

The Morning Constitutional: January 7th, 2026
https://www.mgtow.tv/watch/2026-01-07-08-00-16_bGcjya8KTIbomGM.html
/watch/2026-01-07-08-00-16_bGcjya8KTIbomGM.html

Monkey’s Market Minute: January 6th, 2025

Disclaimer: Never take investment advice from strangers on the internet, especially monkeys. Learn how to manage your own money or seek out a professional who can give you personalized financial services. This newsletter is just my thoughts and opinions, and if you copy me and lose the money, you have nobody to blame but yourself.

- It turns out I was right. My only mistake was underestimating the intensity of Trump’s dick-waving. I assumed that Trump would pound the table and threaten Mudoro, who would give up and agree to give Trump the oil he already promised him back in October, and Trump would declare victory. I didn’t think he would actually go into Venezuela to stage a massive kayfabe attack and kill dozens of people, but that’s what happened. Let’s cut through the propaganda together, shall we?

- Moduro’s government is still in power. Moduro was taken, but Trump isn’t putting the opposition leader chick in power to be a puppet; Moduro’s government is still in power, just without Moduro himself. Trump likely insisted on taking Moduro for the photo-op, but notice that he was smiling and giving thumbs-up in pictures. He cooperated, and there is confirmation of a stand-down order, which is why none of the helicopters were shot down. It’s not that the Russian and Chinese weapons didn’t work; they weren’t used.
Source: https://www.youtube.com/watch?v=-VTdtb5O6CY

- Remember that Trump himself admitted that he wants Venezuela’s oil, which Maduro offered in October. The attack was just for spectacle, and it’s fucked up that dozens of people were killed, and I’m sure bribing everyone wasn’t cheap either. Now that Maduro is out, rival factions are beginning to emerge. Like I said yesterday, those who thought it was over were retards who were clearly not around during Iraq, where we went from “America, Fuck Yeah” to 20 years of occupation for nothing.
source: https://www.zerohedge.com/geopolitical/regime-tweaking-not-regime-change-what-us-just-achieved-venezuela , https://www.zerohedge.com/geopolitical/who-delcy-rodriguez-maduros-deputy

- Trump is threatening Mexico, Colombia, and Cuba, but we’ll have to see what happens. It’s likely just Trump talking shit, but maybe he keeps the momentum going by bribing a few more governments into letting him win. There is also evidence that the regime is pivoting away from Russia and China, which would be further evidence of horse-trading. The Regime is going to let Russia and China win in their backyards, but South America belongs to the Regime.
source: https://www.zerohedge.com/geopolitical/trump-puts-three-more-latin-american-countries-notice-cocaine-mills , https://www.politico.com/news/2026/01/05/venezuela-operation-pentagon-shift-away-china-00711296

- Someone bet $37,000 on China taking Taiwan this year on polymarket. This bet came from a brand new account with no prior history, and is possibly an insider. This could be further evidence of horse-trading.
source: https://www.casino.org/news/someone-just-placed-a-massive-polymarket-bet-on-china-invading-taiwan/

- Furthermore, Trump has resurrected his demand to annex Greenland from Finland, which is a NATO member. Why does the US need Greenland if Finland is a NATO member? Because NATO isn’t going to exist much longer, but the US wants to control Greenland to have more access to the Arctic to counter Russia and China up there. This is further evidence of horse-trading. NATO will fall, Taiwan will fall, and the US will abandon its empire and focus on the Americas. Unirnicallly, this is exactly what Trump should have done as soon as he assumed office, not a year later, but better late than never, I guess. Consolidating the empire in its decline is the smart move. It would have prevented the Roman Empire from collapsing if they had pulled the legions back and consolidated in Italy rather than trying to hold the empire together and getting picked off one by one. Even if the Jews lose Israel, they’ll be set up in South America, so while the Regime still loses and their empire is fucked, it’s not a complete Roman Empire-style collapse, more like the Soviet Union collapsing.
source: https://www.cnn.com/2026/01/05/world/analysis-trump-venezuela-greenland-nato-intl-latam , https://www.theatlantic.com/national-security/2026/01/greenland-trump-venezuela-nato/685511/ , https://www.theguardian.com/world/2026/jan/05/trump-must-give-up-fantasies-about-annexation-says-greenland-pm

- The dollar is still going to continue to be dumped, and you should behave accordingly. As NATO collapses, and with the loss of Asia, nobody is going to buy America’s bonds any longer. There will still be hyperinflation and economic collapse. Crypto can’t save the regime any more than than $1T platinum coin idea from 2023. They plan on replacing the collapsing demand for bonds by central banks with stablecoin companies. That’s their only plan.
source: https://www.nytimes.com/2023/02/02/business/trillion-dollar-coin-debt-ceiling.html , https://www.brookings.edu/articles/a-trillion-dollar-coin-would-compromise-the-federal-reserve/ , https://www.worldfinance.com/special-reports/the-great-big-stablecoin-bet

- Copper is surging. All the metals are surging, and it’s not hard to see why. Even if the regime and BRICS do a little horse trading, the dollar is fucked, and with the futures market fake and gay, you need physical metal. With gold and silver already high, it’s copper’s turn. Copper is also not a precious metal, and it is fairly cheap, so it’s unlikely to be as manipulated as silver and gold.
source: https://m.economictimes.com/news/international/us/copper-price-rally-today-why-copper-reached-an-all-time-high-above-13000-a-ton/articleshow/126359907.cms , https://www.cnbc.com/2025/12/30/copper-prices-what-next-for-the-red-metal-as-lme-prices-hit-record.html

- The winners in the market today were:
o 1. Crypto
o 2. Bitcoin
o 3. The VIX
o 4. Gold
o 5. Energy
o 6. Financials
o 7. Broad Commodities

- The losers in the market today were:
o 1. Natural Gas
o 2. Utilities
o 3. Consumer Staples
o 4. Healthcare
o 5. The US Dollar
o Everything else was up.

- The “America, Fuck yeah” attitude is making people think that the economy is going to be great because we captured Maduro, despite that meaning nothing. There’s no reason for crypto to be rallying, so it’s probably another pump and dump cycle to shake out those still using leverage.
source: https://www.investors.com/news/bitcoin-price-venezuela-cryptocurrency-prices-oil/ , https://finance.yahoo.com/news/bitcoin-climbs-three-week-high-044546315.html?guccounter=1 , https://www.zerohedge.com/markets/bonds-stocks-oil-gold-crypto-jump-dollar-dumped-amid-maduro-mayhem

- There’s nothing to talk about in the markets that we haven’t already talked about. The economy hasn’t changed since last month.

- So to summarize, here are the things we’ve confirmed:
o Maduro cooperated, and his government was bribed/paid off to allow the US to take Maduro without (much) bloodshed.
o Trump is moving to take Greenland and abandon NATO, very likely as a horse trade with Russia to not interfere in South America.
o A massive bet was placed that China would take Taiwan this year
o Gold, silver, and copper are surging
o The fall of NATO means nobody will buy US bonds anymore, except (hopefully) stable coin companies.

- Here’s what we’re waiting to confirm:
o Is Iran, Colombia, or Cuba going to be attacked? This is unlikely since the only times the US military can win is when its opponent is paid to dive. We’re the Jake Paul of military superpowers.
o Are Russia and China going to abandon South America? This will be hard-proofof a horse trade betweent he regime and BRICS.
o What about Israel, Gaza, and the Middle East? If the Regime cedes Asia to BRICS, Israel is done. I don’t see BRICS letting the regime keep all of the Americas, Europe, and the Middle East while BRICS keeps what they started with after winning. That’s not how war works. The Jews can flee to South America, though, so it’ll be fine.

- The bottom line is that we know a little more today than we did yesterday, but we’re still waiting for confirmation on some other things and for hard confirmation of horse trading between BRICS and the regime. We still don’t even know if the regime can hold onto Venezuela. The coup attempt in Iran has utterly failed, but Israel could still try to launch a decapitation strike against the government again. As I said before, the die has been cast. No point holding back now.

Monkey’s Market Minute: January 5th, 2026

Disclaimer: Never take investment advice from strangers on the internet, especially monkeys. Learn how to manage your own money or seek out a professional who can give you personalized financial services. This newsletter is just my thoughts and opinions, and if you copy me and lose the money, you have nobody to blame but yourself.

- There is a lot of propaganda to sift through regarding Venezuela. From what I gather, the people cheering for the removal of Maduro are exiled Venezuelan refugees. The ones in the country don’t want to be colonized by the US and have their oil stolen, nor do they want that female puppet that won the peace prize to be their new leader. They are supporting Moduro’s vice president as the acting President. Trump is going to have to commit boots on the ground and invade Venezuela, Iraq-style, if he wants to take it over and steal all their oil and gold. However, it could be performative, and maybe the existing government cut a deal, and they’re not serious about resistance. We’ll have to see how this develops, but those who thought Venezuela was over are retards. We defeated Saddam Hussein’s government in 3 days, but then we spent 20 years and trillions of dollars (not to mention thousands of lives) trying to turn that country into our vassal and failing.
source: https://www.zerohedge.com/political/cuba-venezuela-china-and-americas-left-wing-connection , https://www.i24news.tv/en/news/international/latin-america/artc-zionist-attack-venezuela-s-acting-president-blames-israel-for-maduro-seizure

- Oil markets are tanking because Trump and Rubio have already indicated that they plan on unleashing Venezuela’s oil onto the market to crash oil prices and hurt Russia. However, I believe this is overblown. It will take months, probably the entirety of 2026, in order to get Venezuela’s neglected infrastructure rebuilt and begin shipping out oil at full capacity. This is a threat to Russia’s economy, but the danger isn’t imminent.
source: https://www.businessinsider.com/russia-economy-oil-price-worst-year-since-pandemic-2026-outlook-2025-12 , https://fortune.com/2026/01/04/venezuelan-oil-production-rebound-lower-crude-prices-long-term-pressure-russia/ , https://x.com/KobeissiLetter/status/2007954193605091407

- Bitcoin is up today, with crypto rallying. The propaganda that what Trump did in Venezuela means “America is back” and that the good times are here again is likely responsible. Nothing has changed in the economy.
source: https://www.coindesk.com/markets/2026/01/03/bitcoin-dips-but-quickly-recovers-as-venezuela-s-maduro-captured

- In geopolitics, we don’t know what really happened in Venezuela. According to official reports, Moduro was considering voluntarily “turning himself in, but the CIA also supposedly had people inside the government. It doesn’t matter at this point because unlikein Syria, there are people in Venezuela who are organized and not enthusiastic about being colonized by the US and having their oil given to American companies, but again, it could all be performative. We’ll see.
source: https://www.zerohedge.com/geopolitical/how-maduro-was-caught-completely-surprise-us-raid-after-cia-team-weeks-monitored-his

- So far, Russia and China’s only response is to demand that the US release Maduro and condemn what Trump did, but they actually need to DO SOMETHING. If they don’t, their trading partners iranwill abandon them out of self-preservation (because if Russia/China won’t do anything to protect them from the US, why join BRICS?) Without BRICS, Russia and China will be economically isolated and be sanctioned until ZOG can bribe insiders to help them overthrow the government. Russia and China will be broken up and its government replaced by puppets, and that will be the end of them. Playing passively and being diplomatic will be seen as a weakness, which is what Trump desperately needs to happen. There are people on Chinese social media calling for the government to take Taiwan using the same template as Trump in Venezuela, but China would do better to focus on the US military bases all along their border, and not Taiwan and its people specifically. They have to do something, but what will they do? We’ll see.
source: https://www.zerohedge.com/geopolitical/russia-china-demand-us-immediately-release-venezuelas-maduro , https://www.zerohedge.com/geopolitical/chinese-social-media-explodes-us-invasion-venezuela-template-move-taiwan

- In Iran, the whole “peaceful protest” nonsense has ended. The rioters are now getting into firefights with machine guns. Some people are saying that a coup is imminent, but these are essentially Antifa terrorists who are being funded and armed by the regime, not an organic movement of the people. However, the regime may try to launch an attack on Iran soon before their asset is completely used up, in the hopes that if the military is busy defending itself from armed rioters, Israel will get a clean shot at another “decapitation strike” against the government. With the extremely provokative attack on Venezuela, they have nothing to lose. China and Russia are going to respond anyway, so might as well escalate and “go for it” against Iran as well. I don’t know what Israel hopes to accomplish against Iran’s missiles this time. Maybe they’ll just nuke them right off the bat and just see what the world does about it.
source: https://x.com/MyLordBebo/status/2007908228425028028 , https://x.com/IranObserver0/status/2007796958145191957 , https://www.yahoo.com/news/articles/thomas-massie-warns-trump-iran-212707038.html , https://www.yahoo.com/news/articles/netanyahu-expresses-solidarity-protests-iran-185512361.html

- So the bottom line is that we’re still digesting what happened in Venezuela and how BRICS will respond to it. Trump’s plan is very high-risk, low-reward because it relies on Russia and China cucking to avoid WW3, which they haven’t done before, and they just tried to assassinate Putin by drone-striking his house last week, so I don’t think Putin is having any of this. Meanwhile, it’s not at all clear if Trump can even hold Venezuela without an invasion, which will require Congress, and could turn into another Vietnam. The next shoe to drop will be the regime attacking Iran, or Russia and China doing something. The die is cast.
source: https://www.rt.com/news/630522-us-facing-second-vietnam-venezuela/

Monkey’s Market Minute: January 2nd, 2026

Disclaimer: Never take investment advice from strangers on the internet, especially monkeys. Learn how to manage your own money or seek out a professional who can give you personalized financial services. This newsletter is just my thoughts and opinions, and if you copy me and lose the money, you have nobody to blame but yourself.

- Nothing much is happening in the markets except silver is already recovering quickly from the manipulated crash earlier, with paper silver going back ove $72 while physical silver is trading for over $100 in Asia. I expect the western price to be maintained around $75 maximum until the supply runs out and the US Navy begins its pirate runsto prevent South American suppliers from selling to Asia. Drink up me hearties yo ho.
source: https://thesilverindustry.substack.com/p/silver-price-in-tokyo-hits-130-per

- Markets were closed today due to New Year's, and since normies are shying away from Bitcoin, we may not have a “normie indicator” for when the markets are closed any longer. However, for what it’s worth, Bitcoin was down today, so markets may be negative tomorrow.

- In geopolitics, we have movement on all fronts:

- China is moving its tankers to Venezuela, daring the US to stop them. This is very ballsy for China, which usually plays things very safely, which is telling. If China is going on the offensive instead of playing defensively, it’s only because they know they will win under every plausible scenario.
source: https://www.zerohedge.com/geopolitical/trump-xi-showdown-emerges-chinese-tankers-press-ahead-venezuela-despite-blockade

- Also in Venezuela, the US attacked the port using a CIA drone to avoid the anti-air defenses. Trump is saying that it caused a “major explosion, but there are no details, so it was likely a soft target without defenses, and Trump is talking shit and waving his dick around still.|
source: https://www.zerohedge.com/geopolitical/cia-drone-carried-out-first-known-land-strike-venezuela

- In Iran, we’re now on the 4th day of protests. These protests are a psyop. The government of Iran is at no risk of collapse whatsoever. The violent riots involve a few hundred people, not thousands, as the media is claiming. They’re basically like Antifa riots, surely Western-backed, given the convenient timing. The government has begun taking lethal action against the riots, and they’ll be put down soon. The moderate president tried to be reasonable, but the rioters actually killed an IRGC official, so that’s when the gloves came off.
source: https://www.zerohedge.com/geopolitical/iran-grinds-halt-several-killed-wounded-including-irgc-member-amid-raging-protests , https://www.zerohedge.com/geopolitical/final-battle-iran-protests-spread-prices-surge-currency-hits-record-low

- To put the nothingburger of these riots in Iran in perspective, the protests against Netanyahu in Israel were far larger back in 2024 and 2025, and lasted a lot longer than a week. The whole Iran thing is a psyop, and possibly a setup for a false flag. If the Israeli deal was rejected, Israel is going to try to drag the US into a war against Iran for them because they have no chance of winning otherwise. Based on these events, the Israeli deal may have been rejected by BRICS, but that’s speculation on my part.
source: https://www.bbc.com/news/articles/cn95x2vlv8ro

- The Somaliland issue is 100% about Israel and containing Yemen. It’s not about BRICS specifically, just Israel. China is condemning it because it sets a precedent for the US to create nonexistent countries to seize land from nations to build military bases on by buying the loyalty of a tribe or two instead of engaging in diplomacy with the country as a whole, but realistically, the regime won’t survive long enough for these military bases to be used. This is pretty much the last desperate gasp of Israel trying to flex its control of the Regime, but it’s already been defeated, and the economy is dogshit. It will take years for the US to manufacture the weapons to rearm Israel, and that’s time Israel doesn’t have. They should probably sweeten the deal they’re offering BRICS instead of going down this road, but whatever.
source: https://www.zerohedge.com/geopolitical/china-condemns-israels-recognition-somaliland-taiwan-embraces-move

- So the bottom line is that the sudden nature of this Israeli offensive leads me to believe that Israel’s offer was rejected by BRICS, and this is them escalating and activating what assets they had available, but they don’t have the time or money to do anything impactful. This is just kind of sad at this point. We’ll see what China does if the US Navy attacks their shipping vessels. China simply can’t abide piracy of their trading partners, so we’ll see how this plays out. Will the boomers double down and lose another war? Probably. This realistically won’t end until the boomers die one way or another.

Monkey’s Market Minute: December 30th, 2025

Disclaimer: Never take investment advice from strangers on the internet, especially monkeys. Learn how to manage your own money or seek out a professional who can give you personalized financial services. This newsletter is just my thoughts and opinions, and if you copy me and lose the money, you have nobody to blame but yourself.

- In the markets, metals and stocks fell, and … bonds rose? Bonds? Why? Commodities make sense due to stagflation, but bonds?
source: https://www.zerohedge.com/markets/precious-metals-puke-bonds-bid-stocks-give-santas-gains , https://www.zerohedge.com/markets/futures-drop-silver-slides-record

- The winners in the market today were:
o 1. The VIX
o 2. Natural Gas
o 3. WTI Crude Oil
o 4. Brent Crude Oil
o 5. Energy
o 6. Bonds
o 7. Real Estate

- The losers in the market today were:
o 1. Gold
o 2. Broad Commodities
o 3. Materials
o 4. Consumer Discretionary
o 5. Crypto
o 6. Financials
o 7. Information Technology

- Today was a reversal day with folks taking profits and/or covering short positions. Don’t expect this to last.

- In geopolitics, Ukriane tired to assassinate Putin by attacking his home with drones. It failed. Meanwhile, Russia has taken 30 towns in December alone.
source: https://www.rt.com/news/630214-ukraine-attack-residence-putin/ , https://www.rt.com/russia/630210-lavrov-failed-ukrainian-attack-putin-residence/ , https://www.zerohedge.com/geopolitical/russia-confidently-advancing-ukraine-over-30-settlements-captured-december-putin

- Trump and Netanyahu are still talking shit about a war with Iran, but there’s nothing to discuss here. What happened to Venezuela? Are we memory-holing Venezuela?
source: https://www.zerohedge.com/geopolitical/trump-bibi-meeting-us-will-knock-hell-out-iran-if-nuke-sites-rebuilt , https://www.zerohedge.com/geopolitical/us-land-strikes-venezuela-campaign-began-last-week-no-one-knew-it

- The bottom line is that nothing really happened today other than position covering after the COMEX reacted to the silver squeeze the other day. There’s nothing else happening in the market or geopolitically, and the year is essentially over. January 1st, China’s export controls on silver kick in, so that should be fun. Other than that, we’re still in “we’ll see” mode as we’re stalling for time.

Monkey’s Market Minute: December 29th, 2025

Disclaimer: Never take investment advice from strangers on the internet, especially monkeys. Learn how to manage your own money or seek out a professional who can give you personalized financial services. This newsletter is just my thoughts and opinions, and if you copy me and lose the money, you have nobody to blame but yourself.

- The silver shortage has been confirmed, but silver fell due to the futures exchange emergency regulation changes. Metals are a long-term hedge, and not something you should be watching day-to-day and day trading, but I’m here, so we’ll be watching the silver market more closely going forward.
source: https://x.com/Barchart/status/2005439828922622201 , https://x.com/barkmeta/status/2005436618149069184 , https://www.zerohedge.com/markets/bitcoin-bruised-boxing-day-bonds-bid-precious-metals-rip-new-records , https://x.com/KobeissiLetter/status/2005452517954768925

- The CME Group, the company behind the COMEX, has suddenly changed its regulations today, automatically liquidating speculators and stealing their money, as well as imposing a $25,000 margin minimum in order to prevent retail investors from squeezing silver higher. This caused silver to fall to $73. I warned you that the government would steal investors’ money like they did with nickel. I guess the only thing that prevented them from acting earlier was the Christmas holiday, but everyone is back to work, and the markets are still rigged.
source: https://www.thehindubusinessline.com/markets/gold/bullion-market-pads-up-for-silver-thursday-as-cme-group-raises-margin-cuts-limits/article70443588.ece

- Paradoxically, the stock market thinks record high silver prices is bullish for AI despite silver being used extensively throughout AI datacenters due to it being the best electrical conductor. How is it bullish? Because this will force AI companies to spend more money on data centers since they require silver, but how is that bullish exactly? That’s like saying inflation is bullish because everyone is spending money on everything.
source: https://www.zerohedge.com/markets/sp-futures-trade-record-high-precious-metal-surge-accelerates

- The winners in the market today are:
o 1. Natural Gas
o 2. Broad Commodities
o 3. Gold
o 4. The VIX
o 5. Materials
o 6. Bitcoin
o 7. Consumer Staples

- The losers in the market today are:
o 1. WTI Crude Oil
o 2. Brent Crude Oil
o 3. Crypto
o 4. Bonds
o 5. Consumer Discretionary
o 6. Communications Technology
o 7. Financials

- If they manipulate the price of silver down, there won’t be any supply. The mines will have no investment to dig for more silver, nor will stackers have a reason to sell their silver. The price literally needs to rise for the people who need silver to make stuff, to get it. China’s export controls begin January 1st. Are they really just going to keep manipulating the price until the silver runs out? Ooooookay.
source: https://www.ainvest.com/news/china-2026-silver-export-controls-implications-global-supply-chains-strategic-metals-exposure-2512/

- In geopolitics, there are peace talks in Ukraine and Israel threatening Iran, but who cares? I’m more interested in North Korea suddenly having its first nuclear submarine. This allows North Korea to strike any target it wants, and North Korea can do what Russia and China can’t do.
source: https://www.zerohedge.com/geopolitical/kim-jung-un-issues-new-year-message-putin-sharing-blood-life-death-same-trench , https://www.zerohedge.com/geopolitical/zelensky-meets-trump-mar-lago-ukrainian-capital-pounded-russia , https://www.zerohedge.com/geopolitical/trump-awaits-netanyahus-war-pitch-iranian-president-says-israel-us-already-waging-full , https://www.zerohedge.com/geopolitical/netanyahus-new-slant-lure-trump-war-iran

- Lastly, China has made an unexpected move by broadcasting military simulations which show Chinese naval vessels protecting South American (i.e., Venezuelan) shipping and driving the US Navy to the Gulf of Mexico. Again, China never does this, and while they’re just broadcasting a simulation, this shows China is considering taking action if the US continues to aggress against Venezuela. It’s worth pointing out that China buys 81% of Venezuela’s crude oil, with the US ironically coming in 2nd at 17%. Let me also remind you that Russia is actively in Venezuela, arming them and providing military support. I don’t think war will happen, but maybe this will be the signal that Trump needs to stop waving his dick around and just take the deal he was offered in October to leave BRICS alone in exchange for an oil deal.
source: https://www.zerohedge.com/geopolitical/chinese-military-simulates-caribbean-war-scenario-amid-trumps-gunboat-diplomacy

- So the bottom line is that silver “crashing” to $73 represents the government changing the rules and stealing investors’ money when they lose, which is why I stay out of the futures market these days, but it does literally nothing to alleviate the very real supply shortage in silver, which can only be alleviated by allowing the price to rise, but that will cause a banking crisis, so they need to keep silver at $75 or below until we hit the wall at full speed. There doesn’t seem to be a plan here, just more manipulation to stall for time. Time for what? The boomers to die, I guess.

Monkey’s Market Minute: December 26th, 2025

Since the markets have been closed for 2 days, and the media took the day off for Christmas, I can’t talk about anything. I’m seeing some rumors on social media but since the media took Christmas off, I can’t confirm anything, and it would be irresponsible of me to speculate in a vacuum.
China MAY be putting export controls on silver, which means that China isn’t just stacking gold, but silver as well, which I honestly didn’t see coming. I didn’t think silver was valuable enough for governments to worry about, and they would focus exclusively on gold, but I need confirmation. This could all be bullshit.
So, I’m sorry for the radio silence. I’ll talk about this more during the show assuming I can confirm anything on Friday.
Here is the new TFM Show thumbnail template for 2026 which I made today while taking advantage of the holiday.

The markets are closed tomorrow, but here is a sneak peak at the new 2026 TFM Show intro.

The Morning Constitutional: December 24th, 2025
https://www.mgtow.tv/watch/2025-12-24-08-00-36_mtgSCXSSqQNB1fS.html
/watch/2025-12-24-08-00-36_mtgSCXSSqQNB1fS.html

Monkey’s Market Minute: December 23rd, 2025

Disclaimer: Never take investment advice from strangers on the internet, especially monkeys. Learn how to manage your own money or seek out a professional who can give you personalized financial services. This newsletter is just my thoughts and opinions, and if you copy me and lose the money, you have nobody to blame but yourself.

- Nothing is happening in the markets. Everyone is looking forward to 2026.
source: https://www.zerohedge.com/sponsored-post/you-can-be-lazy-week-your-gold-shouldnt-be , https://www.zerohedge.com/markets/what-watch-bullish-investors-head-2026-record-low-levels-cash

- The winners in the market today were:
o 1. WTI Crude Oil
o 2. Brent Crude Oil
o 3. Gold
o 4. Crypto
o 5. Materials
o 6. Industrials
o 7. Financials

- The losers in the market today were:
o 1. The VIX
o 2. The US Dollar
o 3. Real Estate
o 4. Consumer Staples
o 5. Bonds
o Everything else was up.

- Oil is up because of the “war” with Venezuela, but this is classic stagflation signaling.

- The only thing happening in geopolitics is that France is reaching out to Russia to have new talks since Europe is being shut out of the talks with the US. Europe is desperately trying to remain relevant, but they have absolutely no leverage whatsoever and nothing Russia wants, so what could it offer? Will they sell out the Regime before Israel does? Is that what’s going to happen? Now that the game is over, everyone is trying to sell out everyone else at the last minute.
source: https://www.zerohedge.com/geopolitical/macron-seeks-new-talks-putin-forces-alternative-path-stalled-us-negotiations

- The bottom line is that nothing is happening. Happy birthday, Jesus.

Monkey’s Market Minute: December 22nd, 2025

Disclaimer: Never take investment advice from strangers on the internet, especially monkeys. Learn how to manage your own money or seek out a professional who can give you personalized financial services. This newsletter is just my thoughts and opinions, and if you copy me and lose the money, you have nobody to blame but yourself.

- Nothing is happening in the markets. It’s the end of the year, and Christmas means the week will be shortened. Ain’t shit happening.

- In geopolitics, Israel is beginning to stir shit up with Iran again for seemingly no reason. Does Israel really want to start another war with Iran? No, of course not.
source: https://www.timesofisrael.com/army-chief-hinting-at-potential-new-iran-war-says-idf-will-strike-wherever-required/ , https://www.jpost.com/israel-news/defense-news/article-880954

- What’s going on? IMHO, this is Israel cutting its deal. I expect Russia to act as a mediator and ensure Israel’s security to bring peace between Israel and Iran. All of this is 100% performative. Israel lost, and their empire is crumbling, and they’re cutting a deal, but can’t appear weak in front of the Arabs, so they have to threaten and stomp their feet until Russia brings both sides to the table, and Israel agrees to knock off their genocidal bullshit and Iran pinky-promises not to destroy them when America can’t protect them any longer. That’s what’s going on, I’m calling it now.

- What is Russia getting out of this? Expect the Ukraine war to end shortly and abruptly. It’s the end of NATO and Europe. The Jews will prevent Europe from crashing the bond market; it’s the end of the Regime. Israel can’t allow the Regime to collapse before it has cut a deal with BRICS to ensure Israel isn’t destroyed. It’s kind of surreal watching the Western world sacrificing itself for Israel in real-time isn’t it?
source: https://www.politico.com/news/2025/12/21/ukraine-russia-miami-florida-talks-00702453 , https://www.bbc.com/news/articles/cn5lnzlvqg2o

- So the bottom line is that the empire is collapsing and nobody even realizes it. The deal for Israel is the final act of the Regime, to sacrifice itself to ensure the survival of Israel. Jews will probably flee the sinking ship of Europe and America and go to Israel as the countries sink into stagflation and hyperinflation. What happens next depends on how the civil war goes and who comes out on top, but that’s a worry for another day. Sufficient unto the day is the evil thereof.

Monkey’s Market Minute: December 19th, 2025

Disclaimer: Never take investment advice from strangers on the internet, especially monkeys. Learn how to manage your own money or seek out a professional who can give you personalized financial services. This newsletter is just my thoughts and opinions, and if you copy me and lose the money, you have nobody to blame but yourself.

- After yesterday's sell-off, the markets recovered when the UAE joined the AI circle jerk, investing $100B into OpenAI.
source: https://www.zerohedge.com/markets/did-abu-dhabi-just-deliver-santa-rally-openai-raise-100bn-sovereign-wealth-funds , https://www.zerohedge.com/markets/futures-rise-ahead-cpi-report-central-bank-bonanza

- China successfully reverse-engineered the lithography machines that the West uses to make advanced chips. All of the sanctions and bullshit were to prevent China from obtaining this technology because if China could make chips as advanced as the West, there would be no stopping them, and... it just happened. What does this mean? It means that China won. They didn’t just win the AI war, but they will corner the entire computing market because they can now produce chips on par with Nvidia for a fraction of the price, because it’s China.
source: https://www.zerohedge.com/markets/chinas-manhattan-project-builds-secret-euv-chip-machine-long-blocked-west

- The winners in the market today were:
o 1. Information Technology
o 2. Consumer Discretionary
o 3. Communications Technology
o 4. Utilities
o 5. Industrials
o 6. S&P 500 Index
o 7. Bonds

- The losers in the market today were:
o 1. Natural Gas
o 2. The VIX
o 3. Bitcoin
o 4. Brent Crude Oil
o 5. WTI Crude Oil
o 6. Broad Commodities
o 7. Consumer Staples
- I was expecting Trump to announce more bailouts, but Trump convinced the UAE to bail out the AI bubble instead. What did we offer the UAE in exchange for this? Who can say? This could be the next chapter in the saga, but it’s all a stalling tactic and nothing more.

- In geopolitical news, the US looks like it’s accepted defeat and will embrace the multipolar world. There is talk of ending the G20 and G7 and having the C5. The C5 (or Core 5) will be the US, China, Russia, India, and Japan. Notice Europe is out; they don’t matter anymore. Why is Japan there? India and Japan shouldn’t matter either, but the US doesn’t want Russia and China to outvote them, and Japan is seen as a reliabl ally, which gives India the deciding vote, and India likes to play both sides, so the hope is that the US can still get their way by limiting the influence of BRICS by limiting BRICS to only 3 countries, and adding Japan to the group for no reason whatsoever. This is a good compromise for BRICS and shows progress, but it’s a pretty blatant attempt to replace BRICS with a different organization (the C5) that the US can have disproportionate influence within. However, let’s give the boomers credit for actually thinking for once and not just stubbornly doubling down on their failed wars. I’m proud of you.
source: https://www.zerohedge.com/geopolitical/c5-would-be-pragmatic-format-managing-global-systemic-transition

- Perhaps as one more act of defiance from the Regime, they approved the largest arms package for Taiwan ever, giving $11B of weapons to Taiwan. Of course, the weapons don’t exist, and this is nothing but an attempt to create leverage against China.
source: https://www.zerohedge.com/geopolitical/us-approves-largest-taiwan-arms-package-history-over-11bn

- There are also reports that Chinais relaxing rare earth controls, which probably means all this Taiwan stuff is theatrics. BRICS won, the Regime is finished, and now they’re negotiating the terms behind the scenes.
source: https://www.zerohedge.com/geopolitical/china-begins-granting-general-licenses-rare-earths-trade-tensions-cool

- So the bottom line is that a lot happened today. The most impactful thing was China quietly winning the tech war with little fanfare. The end of the Regime is upon us. This isn’t good news for Israel, but they’re focusing on making sure the Right purges people like Nick Fuentes and Tucker Carlson for questioning their control, but it’s nothing a little hyperinflation won’t cure. I expect Israel to cut a deal with Russia and China soon. The end of the Regime is huge, and as far as the C5 goes, it’s a stupid idea, but the US is going to want to have more influence in the multipolar world, and they’re overestimating their influence over India. India wants money, and as the dollar crashes, so does the US’s control over other countries via money.

- So basically, the wars may be wrapping up soon, but the fun is only getting started. Once the Regime collapses, the inflation will begin, which will only stop when the government is replaced. Even when the Regime is no more, and the world can breathe again, we still have to remove these fucks from power, take women’s rights away, and start rebuilding the West again from its foundation. Lots of work ahead of us.

Monkey’s Market Minute: December 18th, 2025

Disclaimer: Never take investment advice from strangers on the internet, especially monkeys. Learn how to manage your own money or seek out a professional who can give you personalized financial services. This newsletter is just my thoughts and opinions, and if you copy me and lose the money, you have nobody to blame but yourself.

- Democrats are going after AI datacenters because they raise electricity prices. That’s the issue Democrats are gearing up to run on in 2026, apparently. Not the corporate welfare and securities fraud, but AI datacenter energy use. While it seems stupid, it caused the stock market to dump, crypto to dump harder, and silver to rally.
source: https://thehill.com/policy/technology/5651358-democrats-tech-giants-data-center-electricity-bills/ , https://www.zerohedge.com/markets/data-center-drama-wrecks-tech-silver-soars-amid-crypto-chaos

- In energy news, oil rallied in preparation for Trump’s announced speech, expecting a declaration of war against Venezuela, but nothing happened, and oil fell again.
source: https://www.zerohedge.com/markets/crude-benchmarks-higher-following-report-new-russian-energy-sanctions-markets-await-address , https://x.com/KobeissiLetter/status/2001480170377486730

- The winners in the market today were:
o 1. The VIX
o 2. WTI Crude Oil
o 3. Brent Crude Oil
o 4. Energy
o 5. Broad Commodities
o 6. Gold
o 7. Consumer Staples

- The losers in the market today were:
o 1. Crypto
o 2. Information Technology
o 3. Bitcoin
o 4. Industrials
o 5. Communications Technology
o 6. S&P 500 Index
o 7. Consumer Discretionary
- Trump needs to announce some new bailouts to keep the bubble inflated. I’m not sure what he’s waiting for.

- In geopolitics, Russian military personnel have been confirmed to be present on Russian oil tankers in case anyone is thinking about doing a little piracy against Russian vessels. No word regarding Venuzeula though.
source: https://www.zerohedge.com/geopolitical/uniformed-armed-guards-spotted-russian-shadow-fleet-vessels-europe , https://www.zerohedge.com/geopolitical/putin-denounces-lie-hysteria-russia-threatens-europe-conflict

- The bottom line is that the only surprise today is the Democrats going after the AI bubble over energy prices and not the fact that it's being propped up with government-approved fraud, but I’m sure they focus-grouped their messaging, and this is what they went with for a reason. It doesn’t matter. None of this matters.

The Morning Constitutional: December 17th, 2025
https://www.mgtow.tv/watch/2025-12-17-08-00-10_Y7CxEV5c4SopCmR.html
/watch/2025-12-17-08-00-10_Y7CxEV5c4SopCmR.html

Monkey’s Market Minute: December 16th, 2025

Disclaimer: Never take investment advice from strangers on the internet, especially monkeys. Learn how to manage your own money or seek out a professional who can give you personalized financial services. This newsletter is just my thoughts and opinions, and if you copy me and lose the money, you have nobody to blame but yourself.

- Nothing happened in the markets today, and Bitcoin fell again.
source: https://www.zerohedge.com/markets/crypto-carnage-continues-bonds-stocks-mixed-ahead-catalyst-heavy-week , https://www.zerohedge.com/markets/us-stocks-were-subdued-amid-ongoing-tech-woes-while-markets-brace-nfps-newsquawk-asia-pac

- The winners in the market today were:
o 1. The VIX
o 2. Healthcare
o 3. Utilities
o 4. Consumer Discretionary
o 5. Real Estate
o 6. Consumer Staples
o 7. Gold
o
- The losers in the market today were:
o 1. Bitcoin
o 2. Crypto
o 3. Natural Gas
o 4. WTI Crude Oil
o 5. Brent Crude Oil
o 6. Information Technology

- The rate cut is over, and the economy is dogshit, so there is no reason for the markets to go higher. Trump needs to announce more bailouts soon.

- The only thing happening in geopolitics is that oil supertankers that were heading for Venezuela have turned around because they don’t want the US military seizing them in more acts of piracy. No word yet on military escorts from Russia or otherwise.
source: https://www.zerohedge.com/energy/supertankers-bound-venezuela-make-u-turns-fearing-us-interdiction-pdvsa-hit-cyberattack

- So the bottom line is that nothing is happening, but I don’t expect this to continue. I expect Trump to do something to keep the bubble propped up shortly because he can’t afford to let it pop.

Monkey’s Market Minute: December 15th, 2025

Disclaimer: Never take investment advice from strangers on the internet, especially monkeys. Learn how to manage your own money or seek out a professional who can give you personalized financial services. This newsletter is just my thoughts and opinions, and if you copy me and lose the money, you have nobody to blame but yourself.

- The top story on Zerohedge is that “If AI fails to deliver on its vast productivity promise, the result will be a devastating depression”. Yes, and that’s exactly what’s going to happen. The government pinned all its hopes on the bullshit hype of a bunch of tech bros who promised them that an algorithm would replace the labor market and create infinite money to pay for their wars and welfare. Enjoy the show.
source: https://www.zerohedge.com/markets/if-ai-fails-deliver-its-vast-productivity-promises-result-will-be-devastating-depression

- A Texas data center company plunged 50% today due to its first tenant being lost. This is causing an overreaction, but it means AI datacenters may have peaked and will begin to decline, contrary to the official narrative that we’re going to build AI datacenters in orbit and power them with solar panels the size of the Death Star.
source: https://www.zerohedge.com/markets/fermi-craters-50-after-losing-first-tenant-its-massive-texas-data-center , https://blogs.nvidia.com/blog/starcloud/

- They’re also warning that in 2026, when Trump appoints the new chairman of the FED that the FED will lower interest rates to bail out the government, which will cause a stagflationary depression.
source: https://www.zerohedge.com/markets/fedtreasury-merger-underway-forget-market-ever-again-signaling-govt-it-spending-too-much , https://www.zerohedge.com/markets/goldman-desk-forceful-rotation-below-surface-has-been-shock-many-portfolios , https://www.zerohedge.com/markets/were-beginning-credit-destruction-cycle-ed-dowd-warns , https://www.zerohedge.com/markets/bis-warns-rare-double-bubble , https://www.zerohedge.com/markets/hartnett-markets-are-frontrunning-2026s-run-it-hot-economy

- Bitcoin fell today so much that it made headlines. It has to do with a Bitcoin Trust formally known as Microstrategy being removed from indexes, although it hasn’t happened yet.
source: https://coinpedia.org/news/why-bitcoin-price-is-going-down-today/ , https://www.forbes.com/sites/digital-assets/2025/12/14/saylor-issues-stark-warning-amid-sudden-scramble-to-update-bitcoin-price-predictions/

- Nothing is going on in geopolitics. There was a Muslim shooter who killed 16 people and injured 38 people in a Hanukkah celebration in Australia, and everyone is pouring out support for the Jewish community on the same day that Israel once again violated their ceasefire in Gaza and killed 4 people in Gaza today. However, the spooky thing is that Candice Owens has been warning of a false flag attack during the second week of December for months, and everyone was giving her shit and making fun of her for making her prediction, and then this happened. Although I don’t think 16 dead jews equate to a 9-11 false flag, the fact that anything happened precisely when Candice Owens said it would is spooky.
source: https://www.zerohedge.com/geopolitical/high-level-hamas-planner-oct7-assassinated-idf-strike-gaza-city , https://www.zerohedge.com/markets/evil-act-anti-semitism-terrorism-12-dead-after-shooting-australian-jewish-event , https://www.hindustantimes.com/world-news/us-news/candace-owens-9-11-style-attack-post-surfaces-after-brown-university-shooting-so-she-was-right-again-101765668512230.html , https://x.com/LetsGoBrando45/status/2000270702432145534

- So the bottom line is that the only thing that happened that we haven’t already talked about is the attack on the Jewish party in Australia that killed fewer than 20 people. If the goal of this was to turn Jews into victims and make everyone forget about Gaza, I guess it worked, but for how long? I don’t see this erasing everything Israel has done or resulting in anything significant. I also don’t think the US can fight any additional wars at the moment, as they’re losing the ones they’re already involved in, so the only benefit I see here is that people are (temporarily) not talking about Gaza at the moment, but who cares?

Monkey’s Market Minute: December 12th, 2025

Disclaimer: Never take investment advice from strangers on the internet, especially monkeys. Learn how to manage your own money or seek out a professional who can give you personalized financial services. This newsletter is just my thoughts and opinions, and if you copy me and lose the money, you have nobody to blame but yourself.

- One day after the Fed cut rates, things were already starting to crack as Oracle crashed, erasing all the recent gains it had made from the AI circle jerk.
source: https://www.zerohedge.com/markets/stocks-mixed-oracle-concerns-pressure-ndx-spx-sees-record-close-newsquawk-us-market-wrap , https://www.zerohedge.com/markets/gold-silver-jump-bitcoin-big-tech-dump-orcls-grinch-slams-santa-powell , https://www.zerohedge.com/markets/oracle-plunges-most-dot-com-bubble-cds-blow-out-lehman-crisis-levels

- The winners in the market today were:
o 1. Materials
o 2. Financials
o 3. Industrials
o 4. Gold
o 5. Healthcare
o 6. Consumer Staples
o 7. Utilities

- The losers in the market today were:
o 1. Natural Gas
o 2. The VIX
o 3. WTI Crude Oil
o 4. Brent Crude Oil
o 5. Bitcoin
o 6. Energy
o 7. Information Technology

- Strong “peak market” signals here as if the market is beginning to rotate from growth ro recession, but we can’t have a recession until at least Q2 2026 at the earliest, and I doubt Trump is going to stop manipulating the government numbers, so we’re going to have a “silent recession” aka a “K-shaped economy” aka “socialism for billionaires”.

- In geopolitics, Larry Fink of BlackRock is attending the Ukraine negotiations with Zelensky alongside Jared Kushner, Steve Witkoff, and Zelensky. Every single one of them is Jewish.
source: https://www.bloomberg.com/news/articles/2025-12-10/blackrock-s-larry-fink-joins-trump-team-talks-to-rebuild-ukraine

- The US seized a Venezuelan oil tanker the other day in a blatant act of piracy, and signalled they are going to keep doing it. I predicted that Russia would begin providing escorts for Venezuelan tankers, and today, Putin expressed his support and reaffirmed Russia’s support for Venezuela. Russia isn’t going to back down; the US will, mark my words. They were offered a deal, but Trump apparently still thinks he can dislodge BRICS from South America by being a pirate, and he’ll find out soon enough. My hunch is that Russia will begin providing military escorts for Venezuelan tankers and launch some stuff in the UN that will go nowhere. My best guess is that Trump will still take the deal, but he wants to wave his dick around a little so it doesn’t look like he backed down from Russia, and that’s what this is about. He doesn’t really think Russia is going to cuck, does he? That ship sailed a long time ago.
source: https://www.zerohedge.com/geopolitical/putin-doubles-down-backing-maduro-after-us-seizes-oil-tanker

- The bottom line is that nothing is really happening. I will be extremely surprised if Trump escalates in Venezuela, but it would be good if he did because it would bring about the collapse of the Regime sooner. So go ahead and underestimate Russia again. Those carrier-killing kamikaze drone torpedoes are probably just propaganda, right? Again, I predict that Trump waves his dick around and takes the deal, but if he wants to lose a fleet, that’s a choice too.

Monkey’s Market Minute: December 11th, 2025

Disclaimer: Never take investment advice from strangers on the internet, especially monkeys. Learn how to manage your own money or seek out a professional who can give you personalized financial services. This newsletter is just my thoughts and opinions, and if you copy me and lose the money, you have nobody to blame but yourself.

- Apparently, the FED rate was today, not the 17th. It doesn’t change anything, as everything happened as expected. However, the stock market is surging back to all-time highs as everyone piles back into the AI bubble because the market didn’t crash, and there’s nowhere else to go, so even though everyone knows it’s fake and gay, the AI bubble is the only place to make money.
source: https://www.zerohedge.com/markets/stocks-bonds-bullion-bitcoin-bid-fed-cuts-rates-launches-not-qe , https://www.zerohedge.com/markets/us-stocks-gained-and-dollar-fell-aftermath-dovish-fomc-newsquawk-asia-pac-market-open , https://www.zerohedge.com/markets/fomc-33

- The winners in the market today were:
o 1. Industrials
o 2. Materials
o 3. Consumer Discretionary
o 4. Financials
o 5. Healthcare
o 6. Natural Gas
o 7. Brent Crude Oil

- The losers in the market today were:
o 1. The VIX
o 2. Bitcoin
o 3. The US Dollar
o 4. Utilities
o Everything else was up.

- Sadly, with the rate cut behind us, that’s all, folks. There ain’t shit else happening for the rest of the year.

- In geopolitics, ain’t shit happening either. Ukraine is attacking Russian oil tankers and asking Russia for a ceasefire to make them stop, and Russia said no and continued to kick the ever living shit out of Ukraine. Trump is trying to push for some kind of peace deal by Christmas, and there is some talk of holding elections and replacing Zelensky with someone else, but the issue is Europe. We already talked about the issues with Europe on the show, though.
source: https://www.zerohedge.com/geopolitical/watch-third-russian-oil-tanker-hit-sea-drone-black-sea , https://www.zerohedge.com/geopolitical/russia-rejects-new-zelensky-offer-energy-ceasefire-grid-repair-woes-worsen , https://www.zerohedge.com/geopolitical/zelensky-definitively-shuts-door-trump-peace-plan-wont-cede-territory , https://www.zerohedge.com/geopolitical/russia-makes-more-gains-east-trump-concedes-some-point-size-will-win

- So the bottom line is that the rest of the month is going to be boring, and I wouldn’t count on the rate cut bump to last because the economy is dogshit. Trump needs to announce more bailouts or something if he wants to keep the markets propped up. The markets may crash again later this week as the news of the rate cuts fades. The goldfish memory of the normies cuts both ways.

The Morning Constitutional: December 10th, 2025
https://www.mgtow.tv/watch/2025-12-10-08-02-13_59gjIFKoHd6blpw.html
/watch/2025-12-10-08-02-13_59gjIFKoHd6blpw.html

Monkey’s Market Minute: December 9th, 2025

Disclaimer: Never take investment advice from strangers on the internet, especially monkeys. Learn how to manage your own money or seek out a professional who can give you personalized financial services. This newsletter is just my thoughts and opinions, and if you copy me and lose the money, you have nobody to blame but yourself.

Nothing happened today in the markets or geopolitics that we haven’t already talked about.

The winners in the market were:
1. The VIX
2. Bitcoin
3. Crypto
4. Information Technology
5. The US Dollar
6. Everything else was down

The losers in the market today were:
1. Natural Gas
2. Brent Crude Oil
3. WTI Crude Oil
4. Broad Commodities
5. Consumer Discretionary
6. Materials
7. Utilities

Why is crypto up? Because Trump signaled that he’s going to sign an executive order to eliminate state regulation of AI and force the country onto one federal regulation, which is bullish for the industry because less regulation is good, and apparently, what’s good for the AI bubble is good for crypto. That’s it.
source: https://www.nytimes.com/2025/12/08/us/politics/trump-executive-order-ai-laws.html , https://www.cnn.com/2025/12/08/tech/trump-eo-blocking-ai-state-laws

Trump is also letting Nvidia sell the chips to China that China banned, and everyone thinks this is bullish for Nvidia, even though China has already redirected all AI in China to using domestically produced chips as a matter of national security.
source: https://x.com/KobeissiLetter/status/1998153128093372640 , https://x.com/TFMonkey2/status/1998154221565403313 ,
That’s it, nothing happened today. See you tomorrow!

Monkey’s Market Minute: December 8th, 2025

Disclaimer: Never take investment advice from strangers on the internet, especially monkeys. Learn how to manage your own money or seek out a professional who can give you personalized financial services. This newsletter is just my thoughts and opinions, and if you copy me and lose the money, you have nobody to blame but yourself.

- The only news in the market is that the FED is set to announce that it’s going to be buying more government bonds again on Wednesday. The FOMC meeting isn’t until the 17th-18th, but they’re expected to cut rates, not that it matters to the AI bubble because “everyone who has gone all in on AI knows that losing isn’t an option”.
source: https://www.zerohedge.com/markets/former-ny-fed-repo-guru-powell-will-announce-45-billion-bill-purchases-wednesday , https://www.zerohedge.com/markets/everyone-who-has-already-gone-all-ai-knows-losing-isnt-option

- Bitcoin is up today, so I guess the normies are bullish. I saw some rumbling on social media that Bitcoin dumped and then pumped within 4 hours to wipe out the leveraged longs and shorts. Don’t use leverage, like EVER. The only kind of options you should be doing is SELLING covered calls because you can’t lose money, but options are for professional traders who do this shit for a living, not for retail investors.
source: https://www.tradingview.com/news/beincrypto:f02b9aa88094b:0-bitcoin-whipsaws-as-1-39-billion-whale-dump-triggers-coordinated-sell-off/

- In geopolitics, the Regime is taking the L against China, declaring that China is no longer their primary threat and that they’re going to focus on the Western Hemisphere (i.e., South America). This is what Trump should have done as soon as he came into office, and what all that stuff about the Panama Canal and Greenland was about. However, Israel forced Trump to keep the Ukraine War going as leverage with Iran and Russia, and everything went to shit. Now the US is on the other side of several lost conflicts, and Russia has declared that it stands “shoulder to shoulder” with Venezuela, and this is still all a war on BRICS, but the Regime is probably realizing that can’t beat China and Russia at the same time, so they’re hoping to cozy up to China to beat Russia first (and kick BRICS out of South America).
source: https://www.zerohedge.com/geopolitical/new-national-security-strategy-surprise-departure-americas-china-policy , https://www.zerohedge.com/geopolitical/russia-stands-shoulder-shoulder-venezuela-blasts-us-escalation-toward-conflict

- Meanwhile, Russia pounded Ukraine with a 600-strong drone swarm in an overnight strike. Ukraine is in “peace talks,” but they’re meaningless because the EU doesn’t want the war to end and for Europe to become globally irrelevant, and Trump can’t tell Europe to fuck themselves because he needs them to buy America’s bonds because nobody else will.
source: https://www.zerohedge.com/geopolitical/zelenskyy-says-he-had-long-and-substantive-phone-call-witkoff-kushner-peace-talks , https://www.zerohedge.com/geopolitical/russian-forces-advance-ukraine-hit-more-600-drone-strikes-overnight

- The bottom line is that seeing the Regime pivot to South America in their war against BRICS while cozying up to China is tactically smart but strategically stupid. The Regime is hoping to double-cross China, but China is going to triple-cross them. China’s not stupid, but I’ve seen rumors of a deal in Venezuela where American companies get Venezuela’s oil, and the aggression against BRICS in South America stops. This would be a win for BRICS because they’re just running out the clock at this point, but it shows that BRICS knows how to manipulate Trump by giving him a “deal” that makes him think that he won.

- Lastly, I fed today’s Celestina picture into Grok Imagine, and it animated it. I’m so impressed, I stared at this for an embarrassingly long time.

Monkey’s Market Minute: December 5th, 2025

Disclaimer: Never take investment advice from strangers on the internet, especially monkeys. Learn how to manage your own money or seek out a professional who can give you personalized financial services. This newsletter is just my thoughts and opinions, and if you copy me and lose the money, you have nobody to blame but yourself.

- Not much to report. The news is still talking about the rate cuts in December, and that’s about it. Some squeezes are happening entirely due to the widespread use of stock options, and more and more people are openly talking about how absurd the AI bubble is.
source: https://www.zerohedge.com/markets/super-squeeze-sends-small-caps-soaring-bonds-bitcoin-dip-good-data , https://www.zerohedge.com/markets/openai-faces-140-billion-losses-it-turns-1-profit , https://www.zerohedge.com/markets/model-collapse-entire-bubble-economy-hallucination

- The winners in the market today were:
o 1. Crypto
o 2. Natural Gas
o 3. WTI Crude Oil
o 4. Communications Technology
o 5. Industrials
o 6. Brent Crude Oil
o 7. Agriculture Commodities

- The losers in the market today were:
o 1. The VIX
o 2. Bonds
o 3. Healthcare
o 4. Consumer Staples
o 5. Materials
o 6. Bitcoin
o 7. Consumer Discretionary

- People are positioning for more money printing and more inflation, but the futures market is broken. What do?

- Nothing is happening in geopolitics. It’s December, so this isn’t unexpected.

- The bottom line is that nothing happened today. The only news is the expected rate cut, and nothing is happening geopolitically. So . . . yeah.