Monkey’s Market Minute: September 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.

- CPI came in along expectations at 2.9%, which means we’ll likely get a 0.25% rate cut rather than a 0.5%rate cut. Rates are definitely getting cut due to the surging jobless claims and shitty labor market, though.
source: https://x.com/KobeissiLetter/status/1966117265964978317 , https://www.zerohedge.com/markets/us-stocks-gained-jump-jobless-claims-further-boosted-rate-cut-bets-newsquawk-asia-pac , https://www.zerohedge.com/markets/record-prices-and-near-term-risks-warrant-least-some-hedging , https://www.zerohedge.com/markets/us-stocks-gained-jump-jobless-claims-further-boosted-rate-cut-bets-newsquawk-asia-pac

- The winners in the market today were:
o 1. Materials
o 2. Consumer Discretionary
o 3. Real Estate
o 4. Healthcare
o 5. Financials
o 6. Bonds
o 7. Industrials

- The losers in the market today were:
o 1. Natural Gas
o 2. WTI Crude Oil
o 3. Brent Crude Oil
o 4. The US Dollar
o 5. Broad Commodities
o 6. Gold
o 7. Energy

- Inflation is still going up, and the FED is going to cut rates anyway, and nobody is panicking because everything is going according to plan.

- Nothing is happening geopolitically. Trump is pretending that he’s mad at Israel for trying to assassinate Hamas negotiators in Qatar, but everyone knows that the US actively participated in the strike and permitted it to happen. Also, the US has formally given its blessing to the annexation of the West Bank despite the West Bank having nothing to do with Hamas whatsoever. They have no hostages and did nothing, and Israel is annexing their land anyway with the US’s blessing. Nobody should be surprised by any of this, but now they’ve formally admitted it, so it’s official now.
source: https://www.zerohedge.com/geopolitical/amb-huckabee-clarifies-us-wont-oppose-west-bank-annexation , https://www.zerohedge.com/geopolitical/amb-huckabee-clarifies-us-wont-oppose-west-bank-annexation

- France is rioting again in the aftermath of its government's collapse, but I expect nothing to change. Eventually, order will be restored and another Israel cock-sucking anti-white Globalist will be the new leader and establish a new government, and nothing will have changed.
source: https://www.zerohedge.com/geopolitical/france-flames-block-everything-protest-movement-sweeps-country

- In Nepal, the military has taken over the capital after Zoomers overthrew the government and burned the government buildings down as the politicians fled in helicopters.
source: https://www.zerohedge.com/geopolitical/nepal-army-takes-over-capital-politicians-flee-helicopter-mayhem-worsens

- In Brazil, Bolsonaro was sentenced to 27 years for thinking about launching a coup, but then cucking out like a bitch. The US is threatening Brazil and calling the trial a witch hunt, but only because it’s a BRICS member.
source: https://www.nytimes.com/2025/09/11/world/americas/bolsonaro-convicted-coup-attempt.html , https://www.cnbc.com/2025/09/12/us-warns-of-response-to-witch-hunt-after-brazils-bolsonaro-sentenced-to-27-years.html

- So the bottom line is that while the markets are going as expected, watching countries break into rioting and revolution is at least more entertaining than nothing. Bolsonaro’s conviction is a good thing because people need to stop cucking. When you go, go all the way. Don’t organize your followers and then cuck out and leave them to be arrested while you flee to Florida. I don’t expect much to change from these riots and revolutions, but we’ll see.

Monkey’s Market Minute: September 11, 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.

- CPI inflation will be published tomorrow, but based on the PPI being cooked earlier, I expect CPI to come in low. Nevertheless, based on the CPI, we’ll either get a 0.25% cut or a 0.5% cut, but they will only exacerbate stagflation, even if the government lies about it for as long as possible.
source: https://www.zerohedge.com/markets/complete-cpi-preview-and-how-goldman-trading-last-big-event-fed

- Here is a video from Maverick of Wall Street, which did an excellent job of detailing how we’re in a recession and that lowering rates will make the economy worse (i.e., stagflation). Of course, it benefits the investor class to keep the bubble going, and it buys time for Israel, which is the only priority at this point.
source: https://www.youtube.com/watch?v=2RvXpCho-zs

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

- The losers in the market today were:
o 1. Natural Gas
o 2. Consumer Discretionary
o 3. Consumer Staples
o 4. Healthcare
o 5. Communications Technology
o 6. Financials
o 7. Real Estate

- Stagflation is in the air, and apparently, investors still believe Bitcoin will be a haven during stagflation. Fucking morons.

- Nothing much is happening geopolitically that we didn’t already talk about during the show.

- The bottom line is that I fully expect CPI to be manipulated lower to justify rate cuts and for those rate cuts to make the economy worse, but to breathe more life into the stock bubble. We’ll be dealing with this shit for the next 6 months, so strap in. Israel may attack Iran again, but they’d be really stupid to do so, so they’ll probably do it. We’re locked into the stagflation, hyperinflation, and civil war ending, so might as well make it entertaining.

Monkey’s Market Minute: September 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.

- With the rate cut a sure thing due to the shitty jobs data from Friday, the narrative is that the government is going to “wipe out the debt” by causing hyperinflation through stablecoins. Nobody is openly talking about the hyperinflation part, or how using crypto doesn’t change the fundamental mechanism of debt monetization. Like I said, the process will go Stagflationary depression, then hyperinflation, then civil war in that order. Weimar problems require Weimar solutions. Prepare accordingly.
source: https://www.zerohedge.com/economics/could-trump-end-triggering-globalist-great-reset , https://finance.yahoo.com/news/putin-advisor-accuses-us-using-214522644.html

- Gold hit a new record high, and new inflation data is due to come out this week. Will we see the PPI from last month confirmed this month, or will the government manipulate the data again?
source: https://www.zerohedge.com/market-recaps/gold-surges-new-record-high-big-tech-bitcoin-pumpndump , https://www.zerohedge.com/markets/bonds-bid-and-dollar-hit-ahead-more-jobs-and-inflation-data-newsquawk-us-market-wrap , https://www.zerohedge.com/markets/bonds-bid-and-dollar-hit-ahead-more-jobs-and-inflation-data-newsquawk-us-market-wrap

- The winners in the market today were:
o 1. Bonds
o 2. Crypto
o 3. Natural Gas
o 4. Gold
o 5. Information Technology
o 6. Broad Commodities
o 7. Brent Crude Oil

- The losers in the market today were:
o 1. Utilities
o 2. Real Estate
o 3. The VIX
o 4. The US Dollar
o 5. Energy
o 6. Consumer Staples
o 7. Healthcare

- Notice that the markets are pricing in inflation, but not a recession. They’re betting on a LOT more than a simple rate cut, but bailouts.
- In geopolitics, the Houthis and Israel are bombing each other, and a drone hit Greta Thunberg’s boat bringing food to Gaza. I wonder if the Israelis will blame the Houthis for it.
source: https://www.zerohedge.com/geopolitical/watch-idf-helicopters-chase-yemeni-drone-several-minutes-airport-under-threat , https://nypost.com/2025/09/08/world-news/drone-strikes-greta-thunberg-led-gaza-flotilla-in-tunisian-port-organizers-say/

- Nothing else is happening. The war with Venezuela hasn’t started yet, and will likely only happen once Israel has finalized their annexation of Palestine, but once that’s done, the Regime has to wave its dick around and pick a fight with a country that isn’t currently a BRICS member but could be in the future to prove they still got it.
source: https://nypost.com/2025/09/08/world-news/drone-strikes-greta-thunberg-led-gaza-flotilla-in-tunisian-port-organizers-say/

- Everything else is going according to plan. The government of France just collapsed after a no-confidence vote, so expect riots and such in France as elections are organized. This doesn’t matter. I don’t see anything in France substantially changing regardless of the outcome. They’ll fire the “eat shit” party and hire the “drink piss” party, but nothing will change. The replacement immigration will continue. The Israeli dick sucking will continue. There is no politician out there offering any alternative at this time. Maybe the hyperinflation will change that, but it’s too soon now.
source: https://www.cnn.com/2025/09/08/europe/french-prime-minister-confidence-vote-latam-intl

- The bottom line is that, as expected, everything is proceeding as expected with no surprises. All the conflicts on the table are either effectively over or don’t matter. You’d think I’d be shocked about the government causing hyperinflation to wipe away the debt, but I called this years ago. It’s not that I’m psychic, it’s just that it’s literally the only way the government CAN solve the debt problem. Things are getting worse, but that’s a good thing. Things have to get worse.

Monkey’s Market Minute: September 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 labor numbers came out on Friday, and they were dogshit, so the rate cut is a lock, and the markets are betting on higher gold, more money printing, and “yield curve control”, which is fancy talk for the government monetizing the debt.
source: https://www.zerohedge.com/markets/1970s-nixon-rerun-why-hartnett-betting-it-all-gold-crypto-and-yield-curve-control , https://www.zerohedge.com/markets/why-morgan-stanley-thinks-dollar-bear-market-isnt-over

- They’re blaming the AI bubble and massive valuations of these AI companies that make no logical sense on the US government blowing up these companies to “win the AI war” against China. This is a cope because the US was using sanctions to sabotage China’s AI efforts by preventing them from getting semiconductors, and the AI companies were already being blown up. They're trying to shift the blame for the rigged market onto China and pretend they weren’t manipulating the numbers for selfish political reasons and were actually trying to win the AI war against China. Absolutely pathetic.
source: https://www.zerohedge.com/markets/markets-have-figured-out-sovereign-balance-sheets-will-be-leveraged-max-win-ai-war

- Let’s look at how Bitcoin performed on Sunday to give us a proxy for whether the normies are bullish or bearish. Bitcoin was mostly flat, but slightly positive on Sunday, so I predict the markets will be mostly flat but slightly positive on Monday. This is just a hunch based on one data point, though.

- In geopolitics, Russia is directly attacking government buildings I Kiev now. If the US and Israel can do “decapitation strikes” against heads of state, why can’t Russia? Speaking of Israel, Trump is supposedly in negotiations to end the conflict in Gaza, which is a lie and means nothing. Trump is still stalling for Israel and nothing besides.
source: https://www.zerohedge.com/geopolitical/russia-strikes-ukraine-government-complex-near-zelenskys-office-wars-biggest-air , https://www.zerohedge.com/geopolitical/us-very-deep-negotiations-hamas-end-gaza-conflict-trump-says , https://www.zerohedge.com/geopolitical/watch-israel-systematically-flattens-high-rise-buildings-gaza-city

- So the bottom line is that I’m not expecting any surprises next week. The rate cuts will happen, but change nothing. I’m paying attention to escalation in the Middle East and against Venezuela, but ultimately, neither of those conflicts changes anything either. We’re buying Israel more time to finish off the Palestinians, and little else.

Monkey’s Market Minute: September 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.

- Tomorrow the jobs numbers come out and will determine is there is a rate cut in September or not. Job openings were published today and were the worst since 2021, but it doesn’t matter what the facts are, only what the government admits. If the government cooks the books because Trump’s ego won’t allow him to admit the economy is in recession, the market will continue to limp along. Whether there is a rate or not, little fundamentally changes. We’re heading into a stagflationary depression regardless.
source: https://www.zerohedge.com/markets/what-job-numbers-friday-will-it-take-fed-cut-50bps , https://www.zerohedge.com/markets/are-sp-futures-set-big-seasonal-short , https://www.zerohedge.com/markets/favorable-market-winds-summer-are-now-shifting-goldmans-hedge-fund-honcho-sees-worsening , https://www.zerohedge.com/markets/downside-hedges-are-especially-prudent-citadel-flows-guru-sees-september-shift-after-summer

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

- The losers in the market today were:
o 1. The VIX
o 2. Bitcoin
o 3. Crypto
o 4. Brent Crude Oil
o 5. Agriculture Commodities
o 6. WTI Crude Oil
o 7. Broad Commodities

- The markets were mostly flat today, but tomorrow, something will happen when the jobs numbers are published. The labor numbers SHOULD be bad, but with the government rigging everything, who knows?

- Nothing is happening geopolitically. I’m watching the situation in the Middle East, and some are warning that Israel is going to attack Iran again, but that would be REEEEAAAALLLLY stupid, as it would go much worse for them compared to last time, and the US doesn’t have the missiles to spare, especially if they’re going to go to war with Venezuela for absolutely no reason.

- So the bottom line is that nothing is happening, and even the things that may happen don’t matter. We’re just slowly watching the economy descend into a stagflationary depression while the Regime stalls for Israel’s sake and loses wars. Maybe they’ll successfully pull off a “regime change” operation in Venezuela, but it won’t matter even if they do. It don’t matter. None of this matters. https://www.youtube.com/watch?v=qX-YfuVQmX8

Monkey’s Market Minute: September 4th, 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.

- We’re keeping it simple today. Jobs numbers come out this Friday. If they’re bad, that’s supposedly bullish for a rate cut. If the jobs numbers are good, then that’s potentially bearish because it means no rate cut. Will Trump continue to cover up the recession due to his ego? We’ll see.
source: https://www.zerohedge.com/markets/what-job-numbers-friday-will-it-take-fed-cut-50bps

- The winners in the market today were:
o 1. Natural Gas
o 2. Communications Technology
o 3. Bonds
o 4. Bitcoin
o 5. Gold
o 6. S&P 500 Index
o 7. Information Technology

- The losers in the market today were:
o 1. WTI Crude Oil
o 2. Brent Crude Oil
o 3. Energy
o 4. Materials
o 5. Crypto
o 6. Industrials
o 7. Broad Commodities

- The markets today indicate renewed optimism for a rate cut, so they’re expecting a bad jobs report to deliver the rate cut, but all the selling earlier this week indicates the rate cut was already cancelled. We’ll see.

- In geopolitics, the SCO meeting is over, and nothing major was announced that changes anything. Everything is continuing as expected.

- The bottom line is that aside from the jobs numbers coming on Friday, which will confirm the rate cut or not, nothing is happening. The rate cut itself doesn’t really matter because we’re already in recession, but the government won’t admit it for at least another 6 months, but everything is done, and we’re just watching things play out slowly… so slowly.

Monkey’s Market Minute: September 2nd, 2025
The markets were closed today due to Labor Day, and there is a major BRICS/SCO meeting with Putin, Xi, Modi, and other BRICS leaders in attendance, so nothing is happening geopolitically either.
We’ll see what tomorrow brings. See you then!

Monkey’s Market Minute: September 1st, 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.

- I have some updates regarding Iran and the Houthis. The Iranians are letting the IAEA back into the country, but only to inspect their nuclear reactors at the behest of Russia, since Russia built and cooperates with these facilities, and they want to abide by the IAEA. Iran is not giving access to the IAEA to their nuclear enrichment facilities, even the ones that were supposedly destroyed. They’re not cucking to Western pressure; they’re doing this for Russia’s sake.
source: https://www.youtube.com/watch?v=HtLSrgNjCJg

- Regarding the Houthis, they’re testing new missiles that they’ve never used before, which means that my hypothesis regarding Russia and China using Iran to test their missiles against the Regime’s defenses may be unnecessary because the Houthis are happy to be the test monkeys themselves. The Houthis have also vowed to kill Netanyahu to avenge the PM of Yemen, whom Israel assassinated.
source: https://www.news18.com/videos/world/yemen-s-houthis-vow-retaliation-after-top-leaders-killed-is-israel-the-target-netanyahu-n18g-9539677.html , https://www.newsweek.com/houthis-threaten-escalation-new-weapon-israel-2120717 , https://www.newsweek.com/houthis-threaten-escalation-new-weapon-israel-2120717

- Related to both geopolitics and the markets, after a Chinese national working for X.AI stole Grok’s source code after leaving his job, the Pentagon is cracking down on the extensive Chinese saturation within the tech sector, especially in Pentagon-related projects. However, the unspoken reason for this is that, due to the discrimination against white men, Chinese men became the ideal replacements. The disloyalty of the Chinese isn’t a new issue, and the war with BRICS is just a comedy of errors on the part of the Regime. They hated white people so much that it blinded them to the threat of the Chinese to their power, and now they’re reliant on Chinese engineers with no alternatives.
source: https://www.zerohedge.com/geopolitical/pentagon-cracks-down-big-techs-coziness-china

- No updates regarding Venezuela. The US is bringing more warships to the area. They’re not even pretending Vvensuzula is doing anything like they did with Iran. They’re just threatening regime change for vague reasons about Maduro being illegitimate, but the truth is, they’re worried about BRICS expansion in South America. I have no idea what Venezuela’s capabilities are and how much support they have from Russia and China, if any. I guess we’ll find out. If the Regime loses to Venezuela, they’re done. The loss to Iran was bad enough, but this could be the death blow if BRICS plays this right.
source: https://asiatimes.com/2025/08/trump-venezuela-and-chinas-latin-america-advance/ , https://www.reuters.com/world/putin-venezuelas-maduro-sign-strategic-partnership-pact-2025-05-07/ , https://www.cnn.com/venezuela-china-us-maduro-xi-jinping-trump-intl-latam , https://www.yahoo.com/news/articles/china-warns-us-over-military-093000025.html

- In the markets, analysts are still calling for rate cuts in September, but the sell-off on Friday, based on nothing, leads me to think the “smart money” (i.e., government insiders) know that labor numbers are going to be rosy, and the rate cut is going to be cancelled. This won’t trigger THE crash, but it means a pullback and the resetting of the narrative since the only thing that’s been driving the markets over the last month has been rate cut expectations.
source: https://www.zerohedge.com/markets/how-us-will-force-yields-lower-across-curve , https://www.zerohedge.com/markets/long-cheap-hedge-top-goldman-trader-sees-tactical-riskreward-getting-lot-tricker-here

- The bottom line is that everything is going according to plan. I’m curious to see how things unfold in Venezuela and Lebanon, but not because it changes much, even if things go the Regime’s way. Don’t expect anything to happen in the markets. The bubble pop will require some kind of triggering event that the government cannot contain. I’m paying close attention to how China is disrupting the AI sector, which is likely what will eventually bring down the Regime economically without fighting, which is the supreme victory according to Sun Tzu.

Monkey’s Market Minute: August 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.

- In the markets, the media has gone from “the Chinese economy is on the verge of collapse” to “The Chinese economy is in a bubble”. Why? Because Chinese tech is way up, like WAAAAY up, and they’re going to win the AI war, and everyone knows it. This is a bubble for some reason, but the US AI tech bubble isn’t a bubble.
source: https://www.zerohedge.com/markets/chinas-nvidia-explodes-higher-beijings-latest-stock-bubble-only-just-starting , https://www.zerohedge.com/markets/tech-outperforms-despite-nvda-falling-after-earnings-usd-sold-ahead-pce-newsquawk-us-market , https://www.zerohedge.com/markets/china-ai-rally-gives-asia-tech-edge-over-nasdaq

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

- The losers in the market today were:
o 1. The VIX
o 2. Utilities
o 3. Agriculture Commodities
o 4. The US Dollar
o 5. Healthcare
o 6. Real Estate
o 7. Bitcoin

- There isn’t anything else in the markets worth mentioning. The market is still betting on rate cuts and higher inflation, hence the stagflation trade. All decisions have been made. Nothing left to do but watch things play out.

- Nothing much is happening in geopolitics. The stalling in Ukraine continues, and Israel continues its purge of Palestine. Christians in Gaza are refusing to leave because they know Israel will destroy their ancient historical churches, so they’ve chosen to remain there and let Israel kill them inside the churches, which Israel will do. American Judeo-Christians will not say anything about this, and if you are confused as to why, you haven’t been paying attention. It’s a shitty situation, but the only way to stop Israel is to go to war with the United States, which nobody wants to do, so the killing of the people in Gaza will continue. In fact, the US is going to impose tariffs and sanctions on European countries that are cutting trade with Israel over what they’re doing. Of course, the worst thing to do if you’re the US, facilitating this genocide, would be to bring the Palestinians here, where they will no doubt become terrorists, and justifiably so, which is what will happen, of course.
source: https://www.zerohedge.com/geopolitical/christian-priests-nuns-refuse-leave-gaza-city , https://www.zerohedge.com/markets/graham-threatens-tariffs-travel-sanctions-norway-over-boycott-idf-caterpillar

- The IAEA is claiming that they’re back in Iran, preparing to inspect the Iranian nuclear facilities, even though Iran kicked them out. This makes no sense, and I suspect there is either more to the story or it’s complete bullshit. The whole reason Iran allowed the IAEA in before was to prove they aren’t building nuclear weapons, so Israel and the US wouldn’t attack them, and how did that go? The IAEA provides no protection and serves no purpose. There was even evidence that the IAEA inspectors were providing Israel with intelligence, so why would Iran let them back into the country and open up their facilities to them? I’ll keep an eye on this because it makes no sense, and when shit doesn’t make sense, someone is lying.
source: https://www.zerohedge.com/geopolitical/iaea-nuclear-inspector-team-returns-iran-first-israel-war

- So the bottom line is nothing is happening. The Regime is still stalling on Ukraine and buying time for Israel. I don’t know what’s going on with Iran, but if they let the IAEA back in, they’re fucking stupid. As far as the markets are concerned, all eyes are on the rate cuts in September. With newly announced stock buybacks, the stock market will continue. I think it’s funny that the same people hyping up the AI bubble in America are calling the Chinese stock market a bubble, when China has a ton more growth potential. Everything is fake and gay. I’m just annoyed because this will likely go on for another 6 months.

Monkey’s Market Minute: August 28th, 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.

- Nvidia fell despite solid quarterly earnings due to a data center revenue miss, which may be a solid sign that Nvidia has peaked. Nvidia announced an $80B stock buyback plan to buy its own stock at all-time highs just to prevent it from crashing. This is what’s known as foreshadowing. The loss of China is being brushed off, as is DeepSeek outperforming ChatGPT5 with less than 1% of the resources.
source: https://www.zerohedge.com/markets/nvidia-slides-after-data-center-revenues-miss-solid-guidance-fails-impress-bulls , https://www.zerohedge.com/markets/nasdaq-futures-will-asset-manager-positioning-crack , https://qz.com/nvidia-q2-earnings-preview-china-huang-blackwell

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

- The losers in the market today were:
o 1. Bonds
o 2. Crypto
o Everything else was up.

- Note that although the market was largely positive today, the stagflation trade is still in effect, as evidenced by the sectors that outperformed. The market is still betting on bailouts and interest rate cuts.

- There’s nothing to talk about geopolitically. Israel is doing its thing, and Russia is doing its thing. Nothing has changed or will change.

- The bottom line is that nothing is happening. I’m not expecting any surprises in either the markets or any of the ongoing wars. If I’m surprised by anything, I’ll let you know.

Monkey’s Market Minute: August 26th, 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 markets were down today, but the media is waving it off, telling everyone to buy the dip and that this was merely a “tactical breather”. I am just suspicious because there isn’t a case for rate cuts, but everyone is pushing the narrative in order to push the market up. My hunch is that the “smart money” is trying to lure in buyers so they can sell before the FOMC meeting, and they’re upset that the normies are selling early and the market is going down. The FOMC is in more than 2 weeks, so there’s plenty of time for some bullshit to happen, but the fact that the media is uniformly pushing that rate cuts are a sure thing is suspicious to me.
source: https://www.zerohedge.com/markets/goldman-top-tech-trader-says-ais-tactical-breather-not-start-broader-correction , https://www.zerohedge.com/markets/buy-every-dip-remains-winning-strategy-now , https://www.zerohedge.com/markets/maga-jay-and-silent-blob

- Also, China is banning Nvidia chips in China due to security concerns, and this is REALLY bad for the US tech sector. China is a huge market, but China is making the right call. This may also be why the tech sector is faltering, and there’s nothing the US government can do to force China to open up its markets to Western tech because they have no leverage. The Wall Street Journal is saying that China's ban on Nvidia is a “win” for the US, so you know the insiders are worried because I haven’t seen propaganda this thick outside of wars.
source: https://www.zerohedge.com/markets/chinas-nvidia-it-quietly-doubled-past-3-weeks-and-about-explode-higher , https://www.technetbooks.com/2025/08/china-reportedly-bans-nvidia-h20-ai.html , https://www.wsj.com/opinion/chinas-nvidia-ban-is-a-win-for-the-u-s-332d3cfc

- The winners in the market today were:
o 1. The VIX
o 2. WTI Crude Oil
o 3. Brent Crude Oil
o 4. The US Dollar
o 5. Communications Technology
o 6. Natural Gas
o 7. Energy

- The losers in the market today:
o 1. Bitcoin
o 2. Consumer Staples
o 3. Healthcare
o 4. Utilities
o 5. Crypto
o 6. Industrials
o 7. Real Estate

- Ah, the sweet smell of stagflation and the tech bubble fluttering before it pops thanks to China. I’m curious about the rate cuts, but it doesn’t really matter. A 0.5% drop in rates isn’t going to change anything in the market. Losing China is a much bigger deal, and Trump can’t do shit. Wait, is that why Trump made a speech today about accepting 600,000 Chinese students? Is Trump offering same-day cucking services?
source: https://www.foxnews.com/politics/trump-opens-door-600000-chinese-students-amid-beijing-trade-talks , https://www.news18.com/amp/world/trump-says-yes-to-welcoming-600000-chinese-students-amid-us-china-tariff-talks-ws-l-9527946.html

- There’s nothing to report on geopolitics. Israel bombed another hospital and killed more journalists, but nobody cares. Trump is predicting that the war in Gaza will wrap up in a few weeks, so we’ll see. Are any of those countries that said they were going to recognize a Palestinian state in September actually going to, or will all of that be memory-holed? We all know the answer already, don’t we?
source: https://www.zerohedge.com/markets/trump-predicts-gaza-war-reach-conclusive-ending-2-or-3-weeks , https://www.zerohedge.com/geopolitical/5-gaza-based-journalists-killed-israeli-strike-associated-press-al-jazeera-express , https://www.zerohedge.com/geopolitical/france-summons-us-ambassador-kushner-after-he-accused-macron-fostering-antisemitism

- There’s literally nothing else going on. Notice how Iran has completely disappeared from the news cycle? I guess their nuclear program wasn’t a threat after all, now that they’ve proven they can bomb Tel Aviv and Israel can’t do anything to stop them.

- The only country making any moves is Israel, but they’re just shoring up their gains by annexing the lands of Gaza, the West Bank, Lebanon, and Syria. Good for them, I guess, but it isn’t interesting to me. I’m disappointed to see so many Arab countries cuck and surrender to Israel, but what can you do? I don’t want them here, so if they won’t defend their country, I guess they deserve what happens to them.

Monkey’s Market Minute: August 25th, 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 market is singularly focused on rate cuts in September. It doesn’t really matter.
source: https://www.zerohedge.com/markets/now-its-all-about-payrolls-dictate-powells-pace-goldman , https://www.zerohedge.com/markets/no-lonesome-doves , https://www.zerohedge.com/markets/stocks-and-bonds-rally-powell-gives-nod-september-rate-cut-newsquawk-us-market-wrap , https://www.zerohedge.com/markets/september-rate-cut-bag-wall-street-reacts-powells-dovish-swan-song

- Bitcoin is down 2% from Sunday, which is a bad sign.

- The only update in geopolitics is that Israel is attacking Yemen again, but now they’re trying to assassinate the government leaders rather than trying to cripple military assets. It won’t accomplish anything.
source: https://www.zerohedge.com/geopolitical/watch-israel-targets-yemens-capital-massive-strikes-near-presidential-complex-missile

- There is also an article on ZeroHedge that confirms what I have been saying about Venezuela being entirely about BRICS. No, Venezuela isn’t behind the drug epidemic in the US, that would be Mexico. It’s about BRICS, and trying to prevent China and Russia from gaining influence in South America.
source: https://www.zerohedge.com/geopolitical/what-are-real-reasons-behind-washingtons-latest-show-force-against-venezuela

- Israel is focusing on finishing off the Palestinians. Their next target will be annexing Lebanon. The Regime will focus more on South America, particularly Venezuela. However, the US is low on missiles, and they’re still supplying Israel, so I wouldn’t expect any big military operations any time soon. This is why Trump is stalling regarding Ukraine with these nothing-burger peace talks. The Regime needs time to replenish its weapon supplies.

- Regarding markets, the FOMC meeting in September is on the 16th and 17th. Expect daily articles hanging on every word and report regarding rate cuts, because that’s pretty much what’s propping up markets right now.

- The bottom line is that nothing is happening. It’s amusing to see the Regime beating the war drums against Venezuela as if they won’t have BRICS support. It sucks for the Palestinians and Lebanese, but like Syria, if the people themselves won’t defend their country, what can you do? At least the Regime will win in the sense that Israel will get what it wants, so at least someone is happy.

Monkey’s Market Minute: August 22, 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 media is still pushing rate cuts, but one of the FED governors admitted that the data doesn’t support rate cuts, hence why stocks declined today. The Jackson Hole Symposium is tomorrow, and everyone will be hanging on every word Jerome Powell says and doesn’t say, and trying to guess if rate cuts are more or less likely. Since the government is entirely driving the market, this speech means more than all the earnings reports of all the companies in the stock market.
source: https://www.zerohedge.com/markets/us-stocks-mostly-declined-participants-digested-data-and-hawkish-fed-speak-ahead-jackson , https://www.zerohedge.com/markets/powell-support-september-rate-cut-full-jackson-hole-preview-and-how-trade-it , https://x.com/KobeissiLetter/status/1958549289681952918

- The winners in the market today were:
o 1. The VIX
o 2. Natural Gas
o 3. Brent Crude Oil
o 4. WTI Crude Oil
o 5. Energy
o 6. Broad Commodities
o 7. The US Dollar

- The losers in the market today were:
o 1. Bitcoin
o 2. Consumer Staples
o 3. Utilities
o 4. Bonds
o 5. Consumer Discretionary
o 6. S&P 500 Index
o 7. Crypto

- I’m not expecting a crash since the recession was cancelled, but without rate cuts, the market has nothing pushing it higher except the promise of bailouts if things go wrong.

- In geopolitics, the only thing that’s happening is that Russia is asserting itself as the Regime talks about trying to sneak in NATO expansion under the guise of “security guarantees”. The Regime will let Russia “win”, but they’re going to move forces into Ukraine and rearm Ukraine anyway by pretending to protect Ukraine from another war and providing “security”, and Russia is having none of it. You lost! You don’t get to expand NATO into Ukraine through the back door after losing the war. Russia launched a major drone attack on Ukraine today, blowing up a US-owned factory in Ukraine. Putin is saying that Russia has “veto authority” over what happens in Ukraine. Trump and the Regime are shaking their fist in the air about being blatantly called out, and threatening more bullshit sanctions and tariffs, but Russia doesn’t care, BRICS doesn’t care. Nobody cares.
source: https://www.zerohedge.com/geopolitical/russia-attacks-us-owned-factory-ukraine-while-insisting-it-has-veto-power-over-any

- Meanwhile, Iran has signed a dozen treaties with Belarus as a deepening integration with BRICS and to overcome the West’s sanctions and attempts at economic and strategic interference. This doesn’t mean anything new per se, but it formalizes the deepening relationships within the BRICS network, and shows that Iran is effectively untouchable at this point in case the US or Israel have any further ideas about regime change and Greater Israel.
source: https://www.zerohedge.com/geopolitical/iranian-president-inks-defense-treaty-belarus-seeks-overcome-us-sanctions

- Finally, there is an interesting article about how “woke” and DEI are getting rebranded and sold again as “stakeholder capitalism”. Communists do this shit every time. They never give up; they just change the meaning of some words and push the exact same shit again and again.
source: https://www.zerohedge.com/geopolitical/globalists-are-rebranding-their-woke-capitalism-agenda-after-crushing-setbacks

- The bottom line is that the Regime is losing again, but otherwise nothing has changed. The rate cuts appear to be cancelled, but I don’t expect the market to crash or anything. Russia isn’t falling for the Regime’s sneaky backdoor ceasefire bullshit, and they’re salty about it, but they lost, get used to it, because the losing will continue.

Monkey’s Market Minute: August 21st, 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 markets fell today, and I was right that it was because the promised rate cut was cancelled. However, Jerome Powell has apparently signalled that he’ll support a September rate cut, and JPM is broadcasting to “buy the dip”. The media is pushing the rate cut, but the data (and markets) are signalling the opposite. My gut is telling me the rate cut is cancelled despite the media hype.
source: https://www.zerohedge.com/markets/powell-support-september-rate-cut-full-jackson-hole-preview-and-how-trade-it , https://www.zerohedge.com/markets/jpm-trading-desk-start-buying-dip , https://x.com/KobeissiLetter/status/1958235414164103521

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

- The losers in the market today were:
o 1. Consumer Discretionary
o 2. Information Technology
o 3. Communications Technology
o 4. S&P 500 Index
o 5. Natural Gas
o 6. Industrials
o 7. The US Dollar

- Again, there is a strong possibility that rate cuts are cancelled, hence the stock movement, but who knows? The government can rig the game however they want.
source: https://www.zerohedge.com/markets/us-stocks-mostly-declined-amid-continued-tech-weakness-and-after-hawkish-leaning-fomc

- There isn’t anything happening in geopolitics that we haven’t already talked about. Israel is taking over Gaza and the West Bank, killing and expelling the Palestinians, even the ones in the West Bank who had nothing to do with Hamas or the October 7th attacks, and nobody is going to do anything, so it sucks to be Palestinian, but it changes nothing.
source: https://www.zerohedge.com/geopolitical/israel-calls-60000-reservists-ahead-gaza-city-takeover

- There is nothing to talk about in regards to Russia and Ukraine. You have the usual suspects talking shit and spreading bulllshit, but nothing is happening.
source: https://www.zerohedge.com/geopolitical/trump-clarifies-no-us-boots-ground-ukraine , https://www.zerohedge.com/geopolitical/escobar-what-really-happened-alaska , https://www.zerohedge.com/geopolitical/kremlin-makes-clear-there-are-no-zelensky-putin-talks-immediate-horizon , https://www.zerohedge.com/geopolitical/trump-set-crush-russia-economy-if-putin-evades-zelensky-sen-graham

- The bottom line is that the only thing mildly interesting is the “will they or won’t they” game regarding FED rate cuts, but if you follow the money, my hunch is that rate cuts are cancelled. All the media about buying the dip or that rate cuts are confirmed is Wall Street covering for the insider trading of the government. We’ll see, I could be wrong.

The Morning Constitutional: August 20th, 2025
https://www.mgtow.tv/watch/the-morning-constitutional-august-20th-2025_wVBF1DnCqZMA3Pt.html
/watch/the-morning-constitutional-august-20th-2025_wVBF1DnCqZMA3Pt.html

Monkey’s Market Minute: August 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.

- The markets are operating as expected. Chinese stocks have surged to a 10-year high, and the Chinese are buying gold again. If you have to ask why, you haven’t been paying attention.
source: https://www.zerohedge.com/markets/chinese-stocks-surge-10-year-high , https://www.zerohedge.com/sponsored-post/central-banks-cant-stop-buying-gold-should-you

- Meanwhile, as I discussed on the show on Saturday, Sam Altman, from OpenAI, is admitting that the AI hype is a bubble and that it’s similar to the dot-com bubble before the 2000 crash. This is the CEO of an AI company telling you his industry is in a massive bubble.
source: https://www.zerohedge.com/markets/when-bubbles-happen-sam-altman-says-enthusiasm-ai-compares-dot-com-boom-2000-crash

- I’ll be watching the bond market this coming week to see if the FED will begin “yield curve control” to disguise the cracking bond market. The Fed may be forced to cancel rate cuts due to the bond market cracking, especially with PPI surging. However, no matter what they do things are going to end badly. Trump missed his window to manage a recession and blame Biden for everything with plenty of time before the next election. Soon, the “finding out” will begin.
source: https://www.theglobeandmail.com/investing/article-heres-how-us-stagflation-risks-could-play-out-across-world-markets/ , https://cointelegraph.com/news/next-bitcoin-buy-signal-could-come-from-bond-market-stress-analyst

- The winners in the market today were:
o 1. Crypto
o 2. Brent Crude Oil
o 3. WTI Crude Oil
o 4. Industrials
o 5. Consumer Discretionary
o 6. Information Technology
o 7. The US Dollar

- The losers in the market today were:
o 1. Natural Gas
o 2. Real Estate
o 3. The VIX
o 4. Bitcoin
o 5. Materials
o 6. Energy
o 7. Communications Technology
- All aboard the stagflation train!

- There’s nothing to report in regards to geopolitics that we haven’t already discussed, and I don’t see anything on the horizon either. These meetings between Trump and Putin are a stalling tactic and nothing more. They’re trying to slow Russia down with the promises of peace in exchange for short-term ceasefires, which will push the war into 2026. What will be different in 2026? Nothing, but the Regime is just trying to put off the day they admit they were defeated as long as possible. BRICS has already won and will continue to do so.
source: https://www.zerohedge.com/geopolitical/whats-standing-way-grand-compromise-ukraine

- The bottom line is that nothing is happening or expected to happen except the slow death of the Regime and the coming Stagflationary Depression. Strap in because you have a front-row seat!

Monkey’s Market Minute: August 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.

- In the markets, analysts are warning that the bond market is cracking. This is because we NEED to have a recession, and because the recession was cancelled by Trump, the bond market is paying the price. The government’s response will be “yield curve control,” where the FED buys and sells bonds to control long-term yields. Note that this is separate from the expected rate cut at the next FOMC, this is to manipulate the numbers and disguise the cracking of the bond market due to their manipulation of stocks and commodities. The bottom line is we’re heading for stagflation, so expect gold to go up. Crypto is also expected to go up until the tech bubble bursts, but until then, crypto is still seen as “digital gold”.
source: https://www.zerohedge.com/markets/hartnett-raise-allocations-gold-and-crypto-because-yield-curve-control-coming

- Hedge funds were expecting the market to fall due to tariffs and the high PPI print, but fundamentals don’t matter anymore, so now the hedge funds are buying back into the market for the foreseeable future. Full speed to the scene of the crash. In fact, analysts are throwing their hands up and declaring that, despite the data, the fundamentals aren’t “changing people’s minds”, but the truth is that the government is lying and propping up the market, so what can you do as an investor? The casino is rigged. Either leave the table or bet on the government because there is no alternative.
source: https://www.zerohedge.com/markets/hedge-funds-turn-bullish-buy-us-stocks-fastest-pace-7-weeks , https://www.zerohedge.com/markets/we-got-some-data-it-didnt-change-peoples-minds , https://www.zerohedge.com/markets/calling-tops-hard-goldmans-head-risk-says-market-meltup-will-continue

- In geopolitics, nothing is happening. The Trump-Putin meeting accomplished nothing, but the stalling is continuing. Apparently, there will be another meeting next Friday where nothing will happen, but the Regime is stalling and buying time, and that’s all that matters. In a couple of months, the rainy season will begin again in Ukraine, and Russia’s offensive will stall, and that may be the plan. Who knows? The Regime has no plan.
source: https://www.zerohedge.com/geopolitical/whats-standing-way-grand-compromise-ukraine , https://www.zerohedge.com/geopolitical/trump-pushing-summit-putin-zelensky-next-friday

- The bottom line is that once again, we’re just watching things play out slowly, but there isn’t anything happening that we haven’t already talked about. We’re heading to stagflation because the government is stupid, and the Regime is losing all of its wars and doesn’t know what to do, so just like with the economy, they’re just buying time and hoping something magical happens and the problems solve themselves somehow, or maybe they’re just hoping they can kick the can down the road for another 3 and a half years until it’s the next guy’s problem. Who knows?

Monkey’s Market Minute: August 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.

- Lots to talk about today, which is surprising, but here we go!

- PPI (producer price inflation) came in HOT, up 0.9 in one month (the expectation was 0.2). People were joking that the government forgot to cook the PPI data because it’s not the “important” one. PPI is the inflation wholesalers pay, while CPI is what consumers pay. Generally, PPI leads CPI by a month, so if PPI surges, you can expect CPI to surge the following month as price increases are passed down to consumers. I wasn’t expecting PPI to surge until September or October due to warehousing, so I’m not sure what happened. Did they forget to restock their warehouses before the tariffs kicked in?
source: https://www.reuters.com/world/us/us-producer-inflation-heats-up-goods-services-prices-soar-2025-08-14/ , https://www.zerohedge.com/markets/us-stock-indices-finished-mostly-flat-price-action-choppy-after-hot-ppi-data-newsquawk-asia

- The hot PPI did NOT sour expectations for a rate cut, so it’s a done deal. With inflation surging and rates being cut into inflation, bond yields are surging as the bond market crashes. This will cause bank insolvencies if the government doesn’t do stealth-QE or bail out the banks (which they’ll do, don’t worry). Europe is also entering stagflation, and the US will likely follow soon, although the recession will likely be unofficial due to manipulated data, but it will “feel” the same regardless of what the government tells you.
source: https://www.zerohedge.com/markets/dollar-and-yields-rise-hot-us-ppi-newsquawk-us-market-wrap , https://www.zerohedge.com/markets/stagflation-risks-dim-bullishness-europe , https://x.com/KobeissiLetter/status/1956029405551083794

- Something else happened today: Scott Bessent confirmed that the US will NOT be buying Bitcoin, that the “strategic reserve” will only be the Bitcoin the government has seized from criminals and terrorists, and that the US policy is focusing on dollar-denominated stablecoins, not Bitcoin. This caused crypto to sell off, but only slightly. People were losing their shit on Twitter today about it, though. It’s interesting because the “strategic reserve” narrative has driven much of the growth in Bitcoin in recent months, and now that it’s dead, nothing much has happened. I’m guessing that rate cut hopes will be the new narrative for higher Bitcoin demand. Nobody is buying Bitcoin to use for anything. BRICS isn’t. The US government isn’t. Nobody is. It’s whatever. It’ll crash with everything else soon enough.
source: https://x.com/KobeissiLetter/status/1956049086160814306 , https://x.com/JacobKinge/status/1956020238061068746

- The winners in the market today were:
o 1. The VIX
o 2. Brent Crude Oil
o 3. Natural Gas
o 4. Financials
o 5. Healthcare
o 6. The US Dollar
o 7. Crypto

- The losers in the market today were:
o 1. Bitcoin
o 2. Bonds
o 3. Materials
o 4. Industrials
o 5. Consumer Staples
o 6. Agriculture Commodities
o 7. Real Estate

- Note that the market is positioning for stagflation, not a recession. Despite the surging inflation, rates will be cut, which will make the inflation worse. If the government ever tells the truth about the data, the market will crash, but don’t expect that to happen. Trump is too busy buying time for Israel.

- In geopolitics, Putin and Trump have arrived in Alaska for the big summit. Meanwhile, Russia is making a big push I Ukraine and took over 40 miles of territory in a single day just to show off.
source: https://www.zerohedge.com/geopolitical/eve-alaska-summit-russian-forces-make-biggest-single-day-gains-war , https://www.zerohedge.com/geopolitical/putin-hints-expected-nuclear-arms-treaty-breakthrough-trump-summit

- Nothing else is happening. I don’t expect the Alaska meeting to result in anything; it’s just a stalling tactic. However, after the 12-day war with Iran, the US is running out of missiles. If Trump is smart, he’ll figure out a way to end the war in Ukraine while not looking like NATO lost, but if he continues to try to pressure Russia to throw Iran under the bus for Israel’s sake, then nothing will be gained and Russia will simply win “the old-fashioned way”. We’ll see what happens, but I expect nothing because the Regime doesn’t know how to take an L.

- The bottom line is that I’ll be keeping an eye on anything happening in Alaska, but I’m not optimistic. Regarding the markets, we’re heading for stagflation. What do you want me to say? The government is going to keep manipulating and lying about the data to keep the bubble inflated for as long as possible, but the day-to-day lives of people will get worse and worse. You will feel stagflation long before the government is forced to confirm it. How do you profit from stagflation? You can buy metals and hold them, but don’t expect a quick turn-around or anything. Be prepared to hold them for years, and in the meantime, the bubble is going to be propped up for the foreseeable future, so if you’re feeling lucky, have at it. Just realize you’re gambling and there is no safety net beneath you, and have fun.

Monkey’s Market Minute: August 14th, 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.

- I’m hearing rumors of the Regime replacing foreign demand for bonds by promoting stablecoins linked to US dollars, effectively replacing foreign central bank demand with demand from the poor of the 3rd world who want dollars rather than their shitty currency. However, this is retarded (not saying it’s not true, merely retarded) because the third world is joining BRICS, which already has BRICS-pay, which already solves this problem, and unlike the dollar or a dollar-based stablecoin, can’t be weaponized or manipulated by the US government. This whole plan is retarded.
source: https://x.com/cryptorbion/status/1955725624934273359 , https://www.cnbc.com/2025/06/21/how-the-stablecoin-bill-gives-treasury-secretary-bessent-a-new-tool-to-fund-the-us-deficit.html

- In preparation for this stablecoin plan, Google is banning “unlicensed” wallets to force crypto into regulated exchanges where the government can freeze your money. Wallet developers will have to acquire banking licenses to operate in the US and EU. Also, before anyone “corrects me” about how this isn’t a big deal and doesn’t matter, this is only the beginning. Do you think the US government is going to normalize crypto unless it fully controls it? Think Mark!
source: https://coincentral.com/google-blocks-non-custodial-crypto-wallets-from-play-store-in-major-regulatory-shift/ , https://www.ainvest.com/news/google-forces-crypto-wallet-developers-banking-licenses-eu-markets-2508/

- What does all of this mean for Bitcoin? The government regulations are about stablecoins, leaving Bitcoin “politically orphaned”. Bitcoin has not and will not be adopted by the US government, just as it wasn’t adopted by BRICS for use in BRICS-pay. Don’t worry, I’m sure the number will go up until the market crashes everywhere, so don’t worry. United Healthcare is already recovering after its recent crash from last week, despite horrible earnings for reasons.
source: https://sites.duke.edu/thefinregblog/2025/07/25/bitcoins-political-orphanhood-stablecoins-and-shifting-demand-in-the-post-genius-act-era/ , https://x.com/DividendDude_X/status/1955772648887132505

- The winners in the market today were:
o 1. Bitcoin
o 2. Materials
o 3. Healthcare
o 4. Consumer Discretionary
o 5. Bonds
o 6. Energy
o 7. Natural Gas

- The losers in the market today were:
o 1. The VIX
o 2. WTI Crude Oil
o 3. Brent Crude Oil
o 4. The US Dollar
o 5. Consumer Staples
o Everything else was up.

- Nothing has fundamentally changed from the other day. Everything is at an all-time high because the recession is cancelled and rates will be cut at the next FED meeting.

- In geopolitics, I don’t have much to report, but I had a crazy thought. I wonder if Trump will arrest Putin during the meeting in Alaska this week. Crazy thought, right, but remember that Putin is wanted for war crimes in Ukraine by the ICJ, just like Netanyahu is. Putin is wanted for moving children out of Ukraine to be with their families in Russia, which the ICJ claims is abduction. Netanyahu is wanted for killing children and their families to steal their land, so basically the same thing, right? So how does Trump fit into this? By arresting Putin, Trump can pressure BRICS to denounce the ICJ, which in turn gives political cover for Israel, which is also wanted by the ICJ. Trump can also pressure Russia to throw Iran under the bus. Again, I have no evidence for this; it’s just a thought I had because I’m bored and nothing is going on. I fully expect the Trump-Putin meeting to be a nothing burger, but if Trump arrests Putin, that would be something, wouldn’t it?
source: https://www.scrippsnews.com/world/trump-and-putins-alaska-summit-a-safe-haven-from-international-arrest-warrants

- Speaking of Israel, remember when “Greater Israel” was an antisemitic conspiracy theory, and there was no evidence that Israel was trying to annex Muslim land to re-create their version of “the Holy Land”? Well, Netanyahu just endorsed it, calling Greater Israel his spiritual mission.
source: https://www.zerohedge.com/geopolitical/netanyahu-says-he-backs-greater-israel-drawing-outrage-arab-states

- So that’s it. I don’t expect anything to happen with Russia, but Israel is up to something. Are they going to try attacking Iran again? Who knows? It won’t go any better than the first time if they do.
source: https://www.zerohedge.com/geopolitical/over-20000-arrested-iran-suspicion-espionage-during-war-israel

- The bottom line is that we’ll see if there’s any truth to the rumors of the US government using stablecoins to bail itself out and launder its bonds nobody else wants. Israel may do something, but I doubt it. The only way Israel attacks Iran is if Trump can get Russia to throw them under the bus first, and that will likely be discussed this week at the meeting between Trump and Putin. It could all be bullshit, we’ll see.

Monkey’s Market Minute: August 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.

- The CPI is scheduled to be published tomorrow, and everyone is expecting a low-inflation print, which will dovetail into rate cuts later this month, and is expecting to push AI stocks and crypto to new all-time highs. It doesn’t matter what the fundamentals are or if the government is manipulating the data. The markets will dance to the government’s tune until something breaks.
source: https://www.zerohedge.com/markets/cpi-preview-only-shockingly-hot-number-will-derail-september-rate-cut

- I don’t have much else to say. We are 1,000% in a bubble, but the government is propping it up, and if you want to make money, there’s nowhere else to make money right now. How much do you trust the government to not fuck this up?
source: https://www.zerohedge.com/markets/market-game-rigged-and-everyone-lyingstill

- The winners in the market today were:
o 1. The VIX
o 2. Bitcoin
o 3. Agriculture Commodities
o 4. Crypto
o 5. WTI Crude Oil
o 6. Brent Crude Oil
o 7. The US Dollar

- The losers in the market today were:
o 1. Gold
o 2. Natural Gas
o 3. Energy
o 4. Real Estate
o 5. Information Technology
o 6. Materials
o 7. Industrials

- Inflation is over, rate cuts are coming, and crypto to the moon! What could go wrong?
- In geopolitics, Trump all but confirmed that the meeting with Russia this week is nothing more than a stalling tactic by downplaying expectations and claiming that this is just a “feel-out meeting”, so nothing will come of it. The Regime is just stalling for Israel.
source: https://www.zerohedge.com/geopolitical/trump-tempers-expections-ahead-alaska-feel-out-meeting-putin

- Nothing else is happening worth mentioning, and the meeting in Alaska between Trump and Putin was the only thing I was looking forward to all week, and it’s already been ruined. I expect nothing, and I’m still let down!

- The bottom line is that the bubble will get more bubbly, while the Regime stalls for time rather than cut its losses and make peace. That’s all that’s going on. Most likely, the Regime will only seriously seek peace when the economy collapses and they can no longer afford all these wars any longer, which means both issues are related. Oh, and Trump already delayed the tariffs against China for ANOTHER 90 days, so China is 2 and 0 against the US with their trade war bullshit. This is just pathetic and annoying at this point.
source: https://www.cnbc.com/2025/08/11/trump-china-tariffs-deadline-extended.html , https://www.cbsnews.com/news/trump-china-tariff-extension-90-days-trade-war/

Monkey’s Market Minute: August 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.

- Hedge funds are expecting a pullback from the rally caused by the economy not collapsing immediately under the tariffs, but don’t get too excited. There is an ebb and flow to markets where they react strongly, then reverse as investors book their profits and options contracts are exchanged. It’s not significant.
source: https://www.zerohedge.com/markets/hedge-fund-short-stocks-fastest-pace-4-months-retail-bid-fades , https://www.zerohedge.com/markets/hedge-funds-have-never-been-short-small-caps

- Morgan Stanley asks why there is a delay between tariffs and inflation, and the answer is warehousing. You’re welcome, Morgan Stanley.
source: https://www.zerohedge.com/markets/morgan-stanley-why-there-such-large-delay-between-tariffs-and-inflation

- Japanese car makers are losing $20M per day due to the tariffs. Trump pressured them not to raise prices to cover the tariffs, or else the FED wouldn’t bail out their financial system, and so the cannibalization of the Japanese economy has begun. Japan is in too much debt and is too dependent on the US banking system to say no to Trump, so they’re just going to get screwed until they give China a call and switch sides. How long will that take? Who can say?
source: https://www.zerohedge.com/markets/japanese-automakers-losing-20-million-day-us-tariffs

- JP Morgan is repeating the market consensus that rates will be cut this month by the FED, so that means the FED is going to get blamed for the inflation.
source: https://www.zerohedge.com/markets/jpmorgan-change-fed-call-after-miran-appointment-now-sees-september-rate-cut , https://www.zerohedge.com/markets/has-anybody-noticed-us-m2-hitting-all-time-highs

- The big news in geopolitics is the summit between Trump and Putin. Ukraine, Europe, and the neocons are all against it and want to keep the war going even though it’s over. They plan to start a nuclear war with Russia because Russia will cuck and admit defeat instead of nuking you back, according to them. We’ll see what Trump actually does this week. He SHOULD take the L, but the Regime has only doubled down so far, so I’ll be surprised if Trump actually does the right thing for once.
source: https://www.zerohedge.com/geopolitical/neocon-bolton-alaska-summit-gift-moscow , https://www.zerohedge.com/geopolitical/zelesnky-rejects-rejects-ceding-territory-after-trump-talks-land-swap-these-are-dead , https://www.zerohedge.com/geopolitical/white-house-mulls-inviting-zelensky-trump-putin-talks-alaska , https://www.zerohedge.com/markets/trump-putin-alaska-summit-peace-talks-and-power-plays-former-russian-soil

- There’s nothing else going on worth talking about. Israel is going to keep killing Palestinians, and nobody is going to do anything, so it’s not worth discussing. Azerbaijan has cemented its betrayal of BRICS after helping Israel attack Iran by signing a deal with the US, so that was a decision they made. I hope the money was worth it. The fact that the Regime is still bribing and trying to flip BRICS members leads me to believe Trump isn’t interested in peace, and this summit will be a nothing-burger. The Regime will continue to lose until it financially collapses, but that won’t happen for a while.
source: https://www.zerohedge.com/geopolitical/trump-brokered-armenia-azerbaijan-peace-deal-secures-us-trade-route , https://www.zerohedge.com/geopolitical/xi-tells-putin-china-ready-back-peace-negotiations-us-ukraine

- The bottom line is that the summit in Alaska between Trump and Putin is the only thing happening this week of any possible substance, and I don’t expect anything to happen. It’s just yet another stalling tactic and nothing else. All the important decisions have been made, and we’re locked in for the stagflationary depression and the collapse of the empire. At least Israel got what it wanted, so at least someone did.

Monkey’s Market Minute: August 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.

- Trump appointed a replacement for a departing FED governor, which was seen as dovish and a precursor to rate cuts, causing the dollar to dump and gold to rise alongside crypto, because crypto is still seen as “digital gold”.
source: https://www.zerohedge.com/markets/trump-appoints-stephen-miran-fed-governor-replacing-kugler-dollar-dumps-gold-and-crypto

- With bailouts and a re-inflated tech bubble being the default expectation, the bond market is crashing, which will cause bank insolvencies. This is why Trump was a retard to go for 3% GDP growth so he could pat himself on the back. He should have “barely” kept GDP above 0% so that recession fears would still keep inflation under control while avoiding bank insolvency, but all of that is over now.
source: https://www.zerohedge.com/markets/yields-spike-after-very-ugly-tailing-30y-auction-sparks-steepening-fears

- The winners in the market today were:
o 1. Bitcoin
o 2. Agriculture Commodities
o 3. Materials
o 4. Crypto
o 5. Utilities
o 6. Gold
o 7. Consumer Staples

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

- Nothing to report except that without recession fears, the bond market is going to have problems which will affect the banking sector, but the government can always monetize its debt and bail itself out, so don’t expect any major consequences at this time.

- In geopolitics, the deal being negotiated between Trump and Putin has been leaked, and it’s not good, but the rumor is that Russia is willing to accept it, but I have serious doubts. According to the leak, the deal will involve a ceasefire, not peace, NATO will be allowed to continue its expansion and aggression against Russia, and they will rearm Ukraine for another war. What does Russia get in return? The US will drop the sanctions against them and allow them to sell their oil to Europe again... that’s it. This is a total slam dunk for NATO and a defeat for Russia, which makes no sense. Either the leak is bullshit, or Russia’s statements about the deal being acceptable are bullshit. Someone is lying, or perhaps the whole thing is bullshit.
source: https://www.zerohedge.com/geopolitical/kremlin-confirms-trump-putin-meeting-coming-days-tariffs-dozens-countries-take-effect , https://x.com/MyLordBebo/status/1953421966452408374

- In the Middle East, apparently, everyone is lining up to kiss Israel’s ass, normalize relations, and disarm the resistance. But wait, I hear you say, didn’t Iran defeat Israel? Why would everyone be lining up to kiss Israel’s ass in the middle of their genocide and betray Iran and the resistance when they won? Yes, that’s a good question, and it makes no sense, so someone is lying. The last 24 hours have been full of headlines and statements that make no sense given the circumstances, so I highly suspect that this is some kind of propaganda campaign or psyop. I don’t see why anyone would cooperate with the Regime after losing to Iran and during an active genocide of Arabs, no less. Who would cut a deal with the Regime at this stage and switch to the losing team? Didn’t they learn anything from India?
source: https://x.com/MegaGeopolitics/status/1953501788214116697 , https://x.com/MegaGeopolitics/status/1953501788214116697 , https://www.zerohedge.com/geopolitical/israel-take-control-all-gaza-netanyahu-claims-not-forever , https://www.zerohedge.com/geopolitical/netanyahu-hosts-20-house-republicans-israel

- So the geopolitical front is a bit murky at the moment because the “breaking news” reeks of bullshit and propaganda. Israel is cooking something up, and the Regime will do anything they ask, so it’s worth keeping an eye on, but things are not what they seem. I don’t have any insider information or rumors to share at this time. I just know that what we’re being told isn’t the whole story, and there are Jewish tricks afoot.

- So the bottom line is that with things being so boring, at least we have a new mystery to solve. What is Israel up to? How is the Regime going to convince Russia to lose a war they’ve already won for no reason? How are they going to get the Arab world to kiss Israel’s ass and betray Iran after Iran defeated Israel? These are either the biggest mysteries of the century or the Jews are lying. We’ll just have to wait and see which it is.

Monkey’s Market Minute: August 7th, 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, there are “bubble warnings flashing for tech” that are the highest since the dot com bubble in the late 90s. Gee, you think?
source: https://www.zerohedge.com/markets/bubble-warnings-flashing-tech-risk-highest-bursting-dot-com-bubble

- Stocks were up today for no reason. It’s just that with the recession canceled and the tariffs not causing the market to crash, people are pouring into risk assets because there is no other way to stay ahead of inflation.
source: https://www.zerohedge.com/markets/stocks-catch-bid-and-bonds-chop-focus-kugler-replacement-newsquawk-us-market-wrap , https://www.zerohedge.com/markets/very-ugly-tailing-10y-auction-sees-slide-foreign-demand-plunge-bid-cover , https://www.zerohedge.com/markets/macro-signals-30-recession-probability-goldman-asks-why-are-risk-assets-so-complacent-now

- The markets are expecting a rate cut in August by the FED. Will it? Who knows, and it doesn’t matter because it changes nothing either way.
source: https://www.financialexpress.com/business/investing-abroad-wall-street-opens-flat-as-investors-remain-optimistic-about-potential-federal-reserve-rate-cuts-3938589/

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

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

- What can I say? No recession plus the promise of rate cuts equals number go up.

- In geopolitics, Trump’s Jewish buddy Witkoff flew to Moscow to meet with the Russians for 3 hours, and Putin agreed to meet with Trump “soon” giving people hope that the war in Ukraine can be ended since the Russians are clearly winning as the Ukrainians have begun rounding up the elderly and the mentally ill to send to the front lines. However, I very much doubt anything will come of this. The Regime is stalling, and if Trump were going to cut his losses in Ukraine, he would have already done so. Nobody trusts a word from the Regime after the shit they pulled over Iran anyway.
source: https://www.zerohedge.com/geopolitical/dialogue-will-prevail-unexpected-scenes-witkoff-putin-envoy-strolling-through-moscow , https://www.zerohedge.com/geopolitical/watch-trump-learns-ukrainian-military-utilizing-elderly-mentally-handicapped

- There’s nothing else going on that we haven’t already talked about. The geopolitical situation is essentially over unless Israel wants to start another war with Iran, but I’m not seeing any evidence of that. They’re focusing more on finishing off the Palestinians and covering up the Epstein files right now.

- The bottom line is that nothing is happening. The markets are now permanently broken and will be manipulated for the foreseeable future until the stagflationary depression begins. The Regime is fucked geo-politically, but the only thing they care about is Israel, so who cares?

Monkey’s Market Minute: August 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.

- There’s nothing to report in the markets. Stocks regained some of the losses on Friday as I expected, but tariffs weren’t rescinded or anything. Normies panic sell, then wait 48 hours, and if the world didn’t end, they buy everything back.
source: https://www.zerohedge.com/markets/us-stocks-rallied-claw-back-some-last-weeks-losses-newsquawk-asia-pac-market-open , https://www.zerohedge.com/markets/stocks-pare-some-prior-week-weakness-while-bonds-add-gains-newsquawk-us-market-wrap

- The winners in the market today were:
o 1. Crypto
o 2. Communications Technology
o 3. Information Technology
o 4. Utilities
o 5. Bitcoin
o 6. S&P 500 Index
o 7. Healthcare

- The losers 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. The US Dollar
o 7. Bonds

- The tariffs came, the world didn’t end, and everyone went back into tech stock and crypto like nothing happened. That’s the market right now and for the foreseeable future.

- In geopolitics, Trump is threatening disaster relief to states that don’t support Israel, and Netanyahu has announced the military annexation of Gaza, and so you see that all that talk of “recognizing a Palestian state in September” was nonsense because Israel is going to annex everything at gunpoint and kill everyone who resists before September, so there won’t be a Palestinian state to recognize, and if you don’t support this, Trump is going to cut your state’s disaster relief money. Update: I’m hearing rumors Trump was forced to back off the Jewish dick sucking, but we’ll see.
source: https://www.zerohedge.com/geopolitical/trumps-base-fragments-further-he-demands-states-support-israel-or-risk-disaster-relief , https://www.zerohedge.com/geopolitical/netanyahu-has-reportedly-opted-permanent-military-occupation-gaza , https://x.com/hayasaka_aryan/status/1952495033589911841

- Former President of Russia, Medvedev, is openly saying that Trump is controlled by Mossad via blackmail. I mean, yes, obviously he is, we all knew that, but I wasn’t expecting the former President of Russia to just come right out and openly say it like that, but this confirms that Russia knows who runs the Regime, which is all the more reasons why Russia and China aren’t going to throw Iran under the bus.
source: https://www.zerohedge.com/geopolitical/kremlin-urges-careful-use-nuclear-rhetoric-medvedev-pivots-saying-trump-blackmailed

- Nothing to report regarding Iran, the Houthis, or the Axis of Resistance. I’m a bit surprised Israel is moving forward with their ethnic cleansing of Palestine after losing to Iran, but here we are. Iran is demanding America give them the money they froze, but America isn’t going to do that, and at the end of the day, Iran will be fine without it.
source: https://www.zerohedge.com/geopolitical/iran-demands-compensation-us-nuclear-talks-can-resume

- Sadly, as I already discussed, it’s rational for BRICS to let Israel genocide the Palestinians to avoid a hot war with the United States. This will be a huge stain on the West’s reputation, especially after 80 years of propaganda about how America is the “shining city on the hill” and we fight for freedom and all that bullshit. However, BRICS knows they’ve won and simply want to “run out the clock” until the Western financial system collapses, which will happen sooner than people think, but probably not this year.

- The bottom line is that, like I said, this week is going to be boring and largely uneventful. Not to time to be Palestinian, though.

Monkey’s Market Minute: August 4th, 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 talk about. The market fell on Friday due to Trump imposing the tariffs he said he was going to impose instead of chickening out like he did a few months ago. Many people bought the dip with the expectation that Trump would rescind the tariffs shortly. This is why you don’t manipulate markets. Once investors are trained to expect manipulation and bailouts, they change their behavior and make the problem worse.
source: https://www.zerohedge.com/markets/what-goldmans-top-traders-think-about-market-after-fridays-sharp-drop , https://www.zerohedge.com/markets/goldman-seasonality-isnt-your-friend-now-until-mid-september

- Also, Trump admitted that the government data is bullshit, but he phrased it as the government lying about how GOOD the economy is, and not the total fucking opposite. He fired the lady in charge of the labor statistics for downwardly revising the labor numbers and admitting that the numbers had been inflated for months. Oh well, what are you gonna do, right?
source: https://www.zerohedge.com/economics/quality-data-not-strained

- Since the markets aren’t open, let’s see how Bitcoin did on Sunday. It’s up, but just barely, so since Bitcoin is a decent barometer of normie sentiment, I predict the market will be flat and uneventful. The Trump tariffs panic will be forgotten until prices begin to rise in about 90 days, and people won’t blame the tariffs for them because they don’t understand how supply chains and warehouses work. Also, the FED will be under tremendous pressure to cut rates so that they will be blamed for the inflation instead of the tariffs. None of this matters in the end, though. It’s not even an election year.
source: https://www.nytimes.com/2025/08/01/business/economy/fed-governor-kugler-resigns-trump.html , https://www.bloomberg.com/news/articles/2025-08-01/trump-urges-fed-board-to-assume-control-if-rates-are-not-cut

- Nothing is happening in geopolitics worth mentioning at the moment that we haven’t already talked about. The Russian deadline will expire in a week, but everyone is already calling it a nothingburger. When even the media knows Trump isn’t going to do shit, you’ve lost the plot.
source: https://www.zerohedge.com/geopolitical/trump-admins-secret-talks-moscow-fruitless-putin-proclaims-troops-advancing-along , https://www.zerohedge.com/geopolitical/ten-days-then-what

- So the bottom line is that the week will likely be quiet, boring, and uneventful. The markets will likely stabilize and wait for rate cuts, and the Regime will continue to lose its wars. The only thing the Regime can do is try to tighten its grip on its domestic populations to hang onto power as it loses its empire. Oh well, it’s not like I had anything better to do.