Monkey’s Market Minute: October 10th, 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 AI Bubble has now officially become a banking crisis due to all the debt fueling the bubble, which is now the largest sector of the market. If any of this debt goes bad, it will bring down banks as well when these bad debts need to be rehypothecated.
source: https://www.zerohedge.com/markets/ai-now-debt-bubble-quietly-surpassing-all-banks-become-largest-sector-market , https://www.zerohedge.com/markets/creditors-bankrupt-first-brands-say-billions-simply-vanished-amid-debt-rehypothecation

- The winners in the market today were:
o 1. The VIX
o 2. The US Dollar
o 3. Consumer Staples
o 4. Crypto
o Everything else was down.

- The losers in the market today were:
o 1. Natural Gas
o 2. Bitcoin
o 3. Gold
o 4. Materials
o 5. Brent Crude Oil
o 6. Energy
o 7. Industrials

- Between the First Brands bankruptcy, causing billions to ’vanish,' and the bailout of Argentina, the smell of financial crisis is in the air, so people are piling into cash for now, but they’ll run back to tech stock and crypto if the market doesn’t crash in a few days.
source: https://www.zerohedge.com/markets/stocks-and-precious-metals-fall-ath-territory-while-dollar-catches-bid-newsquawk-us-market

- In geopolitics, the first phase of the peace deal between Israel and Hamas has been reached, and the hostages are set to be released, after which Israel will break the ceasefire and begin killing everyone again. Netanyahu apparently told Putin to tell Iran that Israel doesn’t want to go to war with Iran after all, which is a complete lie. Do they really think they’ll lull Iran into a false sense of security with such an obvious deception, or is there more to the plan than simply to obviously lie and attack Iran? I’m half expecting a false flag, but we’ll see. Obviously, Israel can’t have peace because they haven’t really won anything yet, so this can’t be the end, or it’s the end of Israel.
source: https://www.zerohedge.com/geopolitical/trump-expected-israel-sunday-lightning-fast-visit-firm-gaza-peace-deal , https://www.zerohedge.com/geopolitical/gaza-ceasefire-takes-effect-hostage-releases-expected-within-days , https://amwaj.media/en/media-monitor/putin-conveys-israeli-disinterest-in-war-as-iran-russia-strategic-accord-enters-f , https://www.rt.com/russia/626159-israel-signal-iran-russia-putin/

- Meanwhile, the Regime is doubling down on its war against BRICS in the Americas, working on its strategy to overthrow Venuszeula and furthering an “ice breaker” deal with Finland to move towards securing Greenland and the Arctic against a future war with China. Colombia is siding with Venezuela, blaming the US for starting a war over false allegations of drug trafficking.
source: https://www.zerohedge.com/geopolitical/us-working-strategy-eliminate-maduro , https://www.zerohedge.com/geopolitical/us-finland-strike-6-billion-icebreaker-deal , https://www.rt.com/news/626152-us-war-drugs-colombia/

- The main player in South America for BRICS is Brazil (the B in BRICS). Brazil blocked Venezuela from joining BRICS in 2024, but maybe the two countries will be pushed closer together, similarly to how Russia and China were pushed together due to the Ukraine War. Brazil has to know that they will be targeted for “regime-change” after Venezuela unless they leave BRICS and become a vassal of the Regime. It will be interesting to see how this plays out, and Venezuela will be the test to see how BRICS will respond to more American aggression.
source: https://thedialogue.org/analysis/why-relations-between-brazil-and-venezuela-have-sunk-to-new-lows , https://www.aljazeera.com/news/2025/9/8/brazils-lula-says-us-warships-in-caribbean-are-a-source-of , https://apnews.com/article/venezuela-maduro-brazil-lula-diplomatic-relations-election-4e59d9cb04e87bc6ba8b1c937d032056

- The bottom line is that I expect the Regime to implement bank bailouts in the near future, similar to what happened with Silicon Valley Bank and Signature Bank, but this won’t pop the bubble. The market expects bailouts, which is why fundamentals don’t matter. Shitty fundamentals simply mean more bailouts and lower interest rates, so numbers keep going up. This is happening faster than I expected, so things could get spicy, especially with inflation heating back up. Despite the market fragility, I fully expect more wars in the near future with Iran and Venezuela. Ukraine will continue as well, if only to distract Russia and keep them busy. The Regime is already finished; they are just raging against the dying of the light at this point.

Monkey’s Market Minute: October 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.

- Stocks gained today based on FOMC minutes from last month that showed the FED wanted to lower interest rates again later this year, as if the FED is going to raise rates at this point. If they were going to pump the brakes on rate cuts, they would have given Trump pushback last month. Now it’s too late, and the FED will be blamed for the resurging inflation, and there’s nothing they can do about it except embrace their destiny.
source: https://www.zerohedge.com/markets/stocks-catch-bid-while-gold-and-silver-hit-fresh-record-highs-newsquawk-us-market-wrap , https://www.zerohedge.com/markets/us-stocks-gained-upside-led-tech-strength-while-fresh-record-highs-were-seen-sp-500-and-ndx , https://www.zerohedge.com/markets/fomc-30

- The AI has already shrugged off its crash the other day from Oracle, revealing that AI demand is falling, and they’re losing money on leasing AI server space. As long as the AI circle-jerk continues and the government is blessing the fraud, fundamentals don’t matter.
source: https://www.zerohedge.com/markets/its-correlation-stupid-bofa-fears-index-vol-fragility-any-shock , https://www.zerohedge.com/markets/can-run-it-hot-strategy-cause-stocks-outperform-gold-1950s

- The winners in the market today were:
o 1. Crypto
o 2. Information Technology
o 3. Gold
o 4. Bitcoin
o 5. Industrials
o 6. Materials
o 7. Utilities

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

- The AI bubble can’t be stopped, not with implied government bailouts in play now that the US government is buying a stake in the companies involved in the fraudulent circle-jerk. This will continue until it breaks, and when it breaks, it’s taking the whole damn system down with it.
source: https://www.zerohedge.com/markets/futures-rise-global-debasement-trade-sends-gold-over-4000

- In geopolitical news, Hamas and Israel have agreed to the first phase of the deal wherein Hamas lets the hostages go while Israel pinky-swears not to begin killing Palestinians again the nanosecond the hostages are safe. The Palestinians will get their optics victory when Israel inevitably violates the ceasefire, likely on the same day the hostages are released without even the common courtesy of a false-flag. They simply don’t care any longer. It don’t matter, none of this matters.
source: https://www.zerohedge.com/geopolitical/progress-reported-gaza-peace-talks-trump-denies-telling-israeli-pm-not-be-fcking

- There’s nothing else going on geopolitically at the moment. War with Iran and Venezuela will likely happen later this year or early next year, but soon. The Regime is focused on sucking Israel’s dick at the moment, but once those Jewish balls are nice and drained, they’ll pretend to give a shit about their collapsing empire until Israel needs another polishing of their Iron Dome.

- The bottom line is that nothing happened today. The AI bubble will continue thanks to fraud and the government looking the other way. Israel will continue its genocide and war crimes as the government looks the other way. Iran and Venezuela will be attacked sooner rather than later, and the government hopes Russia and China will look the other way.

Monkey’s Market Minute: October 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.

- Stocks broke new all-time high records as even more AI circle-jerk deals were announced using money that doesn’t exist, based on deals financed by more money that doesn’t exist. If the government weren’t part of the problem, there would 100% be investigations and regulatory crackdowns on this obvious fraud, but since the government is in on it, everyone is piling into the fraud.
source: https://www.zerohedge.com/markets/stocks-hit-7th-straight-record-high-ai-euphoria-pushes-semis-most-overbought-decade , https://www.zerohedge.com/markets/stocks-rise-tech-led-gains-after-amdopenai-deal-newsquawk-us-market-wrap

- The VIX has been rising alongside the market for 6 days in a row, which has never happened in the history of the VIX. Everyone knows this is a bubble, but it just keeps growing.
source: https://www.zerohedge.com/markets/goldman-trader-creation-vix-1990-has-never-happened

- Japan’s stock market is rallying as Japan is expecting to abandon yield curve control and tank the Yen. The Japanese banks are out of foreign money as investors try to dump the Yen. This is also the death of the “carry trade,” where people were borrowing Yen to invest in US bonds risk-free and making easy money on the spread due to Japan keeping its interest rates low. However, this is really bad for the financial system, and this is all based on the new Prime Minister being elected, but I fully expect the US to squeeze the Japanese government and force them to back down and keep the party going.
source: https://www.zerohedge.com/markets/japan-hardline-conservative-takaichi-elected-party-leader-set-become-first-female-prime , https://www.zerohedge.com/markets/nikkei-225-rallied-jpy-fell-and-jgb-curve-steepened-takaichis-victory-newsquawk-european

- I’m seeing people pointing out that stocks and gold are hitting all-time highs while the dollar is falling as if the currency is on the verge of collapsing. We are years away from the dollar collapsing. The Yen and the Euro will collapse before the US dollar does. The stock market is only up due to the AI circle-jerk of imaginary money; otherwise, only gold would be making headlines.

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

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

- The reason the market is more confident in the bubble being supported by the government is that the US government bought a stake in Intel, and AMD just joined the AI circle-jerk, which means the US government is indirectly participating in the AI circle-jerk, which means that it’s taxpayer-backed. Heads you win, tails the taxpayers lose because there will be bailouts.
source: https://www.nasdaq.com/articles/massive-news-intel-stock-investors-intel-could-potentially-add-amd-customer , https://www.intc.com/news-events/press-releases/detail/1748/intel-and-trump-administration-reach-historic-agreement-to , https://mashable.com/article/openai-amd-computing-investment-chips

- Transitioning to geopolitics, but staying on the previous subject, China’s move to focus on DeepSeek’s low cost rather than trying to compete with the West with powerful models makes more sense given the current situation. The US is using infinite imaginary money to funnel everything into AI, and if China tried to compete, they would bankrupt themselves, so playing the long game and making a sustainable economic AI model rather than trying to out-spend the US makes a lot of sense. There’s no telling how long this bubble will go on, and it’s already bigger than the dotcom and housing bubble combined, so when it pops, it’s going to be Biblical.

- Nothing else to report in geopolitics. Hamas is expected to release all remaining hostages, after which Israel will not abide by whatever deal they work out and begin killing them again. The best Hamas can hope for is an optics victory. I don’t even think Trump will pretend to be mad at Netanyahu. He’ll laugh about how he fooled Hamas and what a great negotiator he is as he continues to support the genocide. Nobody is going to stop Israel because nobody wants to go to war with the US. Netanyahu even called Putin to make sure Russia wouldn’t interfere.
source: https://www.zerohedge.com/geopolitical/trump-warns-hamas-faces-complete-obliteration-deadline-looms-free-hostages , https://www.timesofisrael.com/liveblog_entry/putin-and-netanyahu-discuss-trumps-gaza-plan-irans-nuclear-program-in-phone-call/

- Trump is threatening Iran again, but that’s a fight for another day. Once the betrayal of Hamas is finalized, then Trump will turn his attention back to Iran.
source: https://www.zerohedge.com/geopolitical/trump-threatens-bomb-iran-again-says-hes-not-going-wait-so-long

- The bottom line is that everything is proceeding as I have foreseen. I’m a bit surprised that the AI circle jerk is this brazen, which means the day of the crash is closer than I thought, but who can say? The government is bankrolling it and turning a blind eye to the fraud, so this could go on for quite a while, or everything could crash this week. Bubbles are like that.

Monkey’s Market Minute: October 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.

- Goldman Sachs and UBS are warning that inflation is “re-accelerating”, right on schedule.
source: https://www.zerohedge.com/markets/goldman-warned-first-now-ubs-sees-risk-us-economy-re-accelerating

- With the government shut down and no reports being published, don’t expect any major movement either way. People need to be told what to do because the market is fake and gay, and you can’t follow the fundamentals right now.
source: https://www.zerohedge.com/markets/stocks-chop-thin-trade-shutdown-prevents-payrolls-newsquawk-us-market-wrap

- The “subprime credit” market is cracking. If you don’t know what I’m talking about, it’s those “buy now, pay later” businesses that allow people to finance their DoorDash.
source: https://www.zerohedge.com/markets/huge-red-flag-chanos-joins-growing-crowd-questioning-subprime-credit-golden-age-fraud , https://www.zerohedge.com/markets/hartnett-subprime-consumer-credit-cracked , https://www.zerohedge.com/markets/race-financial-dung-heap

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

- The losers in the market today were:
o 1. Natural Gas
o 2. Consumer Discretionary
o 3. Communications Technology
o 4. Information Technology
o 5. Bonds
o 6. The US Dollar
o 7. Agriculture Commodities

- With the government shut down and investors unsure what the government-directed play with be, people are defaulting to defensive sectors like healthcare and utilities, or commodities and pseudo commodities like gold, energy, and crypto.
source: https://www.zerohedge.com/crypto/bitcoin-pressure-valve-goldman-says-helicopter-money-back-and-flowing-straight-assets

- There isn’t anything worth talking about geopolitically. Hamas will free the remaining hostages soon and get nothing for it, but Israel temporarily stopped murdering people to finalize the deal. As soon as the hostages are released and secured, Israel will go back on any deal they make and begin killing everyone again.
source: https://www.zerohedge.com/geopolitical/trump-warns-hamas-faces-complete-obliteration-deadline-looms-free-hostages

- The bottom line is that there isn’t anything new that we haven’t talked about, but the government being shutdown is causing some defensive positioning in the market due to confusion about what the next move is, which makes sense because the government is driving the market, and now they’re shut down and that could mean that they could be unable to prop up the market for the next few weeks or months. We’ll have to wait and see. Regarding Israel, Hamas is in a no-win situation and is dead no matter what they do, but it changes nothing and doesn’t matter unless you’re Palestinian.

Monkey’s Market Minute: October 3rd, 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 bubble keeps on bubbling. We’ve actually officially exceeded the housing bubble and the dotcom bubble. Everyone is pouring into AI to get a front row seat to the big pop.
source: https://www.zerohedge.com/markets/goldman-client-survey-finds-ai-fomo-charts-year-end-performance-panic , https://www.zerohedge.com/markets/goldman-trader-says-something-very-strange-going-market , https://www.zerohedge.com/markets/stocks-hit-record-highs-around-globe-ai-mania-hit-escape-velocity

- The government shutdown means there is no government labor data to counter the ADP data from the other day. No government means no government reports.
source: https://www.zerohedge.com/markets/us-stocks-were-choppy-government-shutdown-held-back-key-us-data-no-weekly-jobless-claims

- The winners in the market today were:
o 1. Crypto
o 2. Bitcoin
o 3. The VIX
o 4. Materials
o 5. Information Technology
o 6. Bonds
o 7. Industrials

- The losers in the market today were:
o 1. WTI Crude Oil
o 2. Brent Crude Oil
o 3. Natural Gas
o 4. Energy
o 5. Consumer Discretionary
o 6. Real Estate
o 7. Agriculture Commodities

- I’m not 100% sure why the markets are so hyped on a Thursday, other than that the ADP labor data means more rate cuts, and the government being shut down means no government data to contradict it.

- In geopolitics, it’s been revealed that Russia has deployed upgraded missiles that can evade Patriot air defenses, which means the Patriot is now completely useless, and if Russia has upgraded its missiles to evade Patriots, you can bet China and Iran have the same upgrades as well. The Patriot is the best air defense system in the Regime’s arsenal. There is no alternative system that the Regime can deploy to counter Russia and its friends. This is why I predict Iran is going to be a testing ground for Russian and Chinese missile technology. BRICS knows that the Regime will deploy its best weapons and defenses to Israel, so what better testing ground than Iran? Even if the missiles are intercepted by some new prototype system, you’re gathering intelligence in real time with zero risk to any Russian or Chinese lives against the absolute best weapons your chief rival has to offer. It’s a can’t lose proposition.
source: https://www.zerohedge.com/geopolitical/russia-has-upgraded-missiles-successfully-evade-ukraines-patriots , https://www.zerohedge.com/geopolitical/putin-all-nato-countries-are-fighting-us-while-eu-leaders-whip-hysteria

- No updates regarding Israel at this time. They stopped Greta Thunberg’s Gaza Flotilla again, and there was a Muslim attack on a Jewish synagogue in the UK, but these changes mean nothing. Jews are buying media companies and bribing influencers to try to regain control of the narrative, but I think it’s too late for that. That might work against boomers who get all their news from Fox News, but Zoomers know how the internet works, and even if you buy TikTok, the internet is infinite, and the more you ban it, the more you make antisemitism “cool”.
source: https://www.zerohedge.com/geopolitical/gaza-flotilla-passengers-escorted-israel-face-deportation , https://www.zerohedge.com/geopolitical/manchester-synagogue-attack-leaves-2-dead-several-wounded-judaisms-holiest-day , https://www.zerohedge.com/geopolitical/israel-paying-us-social-media-influencers-7000-post-right-wing-support-craters

- In Chinese news, the US Commerce Department declared China’s Deepseek model “unsafe and unreliable” based on a study. This is because the Chinese model doesn’t contain all the filters and guardrails that Western models contain, and are thus easy to “jailbreak”, which makes me wonder how much of the cost of AI in the West is simply due to all the woke filters and guardrails preventing the AI from going full Tay. Since Deepseek 3’s priority is lowering cost, it makes sense to remove these costly “guardrails”, but the Deepseek 3 model appears to be less powerful than their previous version, in a move similar to OpenAI AI, which prioritized economy rather than power. It makes sense, but it looks like China is still playing the long game and not going for the killing stroke against Western AI that I was hoping for. A bit disappointing.
source: https://www.techrepublic.com/article/news-deepseek-security-gaps-caisi-study/ , https://venturebeat.com/ai/deepseeks-new-v3-2-exp-model-cuts-api-pricing-in-half-to-less-than-3-cents , https://techcrunch.com/2025/09/29/deepseek-releases-sparse-attention-model-that-cuts-api-costs-in-half/

- The bottom line is that nothing is happening. I’m disappointed that DeepSeek is playing the long game, and it looks like the only thing that might happen of consequence is if Israel attacks Iran. Nothing else is happening worth mentioning. The markets are going all-in on the AI bubble, and with the government supporting the bubble, I don’t expect it to pop for the rest of 2025. Maybe if DeepSeek were more powerful and less economical, it might have popped the bubble, but with DeepSeek disappointing, 2025 is going to keep bubbling, and 2026 is an election year, so I expect things to continue until some outside event triggers a crash. I was hoping for China attacking the AI sector, but with that not happening for now, we’ll see if Israel attacks Iran and triggers something more global, but I doubt it.

Monkey’s Market Minute: October 2nd, 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.

- Stocks soared to new highs based on the shitty jobs numbers because that means more rate cuts, which is bullish for stock prices. The government shutdown is stealing the spotlight and being ironically credited for the new stock market highs, but it’s 100% the shitty jobs numbers because it means rate cuts. The government shutdown is actually not good for stocks in general, but it’s unclear how long it will last, and Republicans always cuck on these sorts of things and nothing happens, so it's not worth getting worked up over.
source: https://www.zerohedge.com/markets/stocks-celebrate-government-shutdown-surging-new-record-high , https://www.zerohedge.com/markets/stocks-and-bonds-bid-traders-boost-rate-cut-bets-after-weak-adp-newsquawk-us-market-wrap , https://www.zerohedge.com/markets/do-stocks-always-go-during-government-shutdowns

- The winners in the market today were:
o 1. Natural Gas
o 2. Healthcare
o 3. Bitcoin
o 4. Consumer Discretionary
o 5. Information Technology
o 6. Utilities
o 7. Crypto

- The losers in the market today were:
o 1. Communications Technology
o 2. Brent Crude Oil
o 3. Financials
o 4. WTI Crude Oil
o 5. Materials
o 6. Consumer Staples
o 7. Industrials

- There isn’t anything new to talk about geopolitically that we didn’t already cover during the show earlier. The only situation that’s evolving is Israel/Gaza, but it doesn’t matter and changes nothing. Maybe I’ll have some updates to share tomorrow.

- The bottom line is that I’ll be watching how the wars move forward during the government shutdown and how this affects things, but so far, nothing has changed or seems likely to change meaningfully.

Monkey’s Market Minute: September 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.

- Firstly, more people are warning that China is going to win the AI race, and that spells doom for the AI bubble that’s propping up the US economy and the empire, but in the meantime, all the tech stocks are gaining with no end in sight because fundamentals don’t matter until they do.
source: https://www.zerohedge.com/ai/major-geopolitical-issue-eric-schmidt-warns-majority-world-will-choose-chinas-open-ai-over

- Deepseek version 3 launched today. Did you even know? This is an “intermediate” model as DeepSeek admits that they are overhauling everything for the next generation of AI, but it’s crazy how they went from releasing DeepSeek 3 in April, to delaying the release due to having to swap out NVIDIA for Huawei, and then quietly drops DeepSeek V3 at the end of September without a peep in the media about it.
source: https://seekingalpha.com/news/4499862-deepseek-launches-experimental-model-more-efficient-at-handling-long-text-scenarios , https://www.reuters.com/technology/deepseek-releases-model-it-calls-intermediate-step-towards-next-generation-2025-09-29/ , https://techstory.in/huawei-uses-its-own-chips-to-retrain-deepseek-and-align-output-with-beijings-standards/ , https://www.msn.com/en-us/money/other/china-s-deepseek-unveils-new-ai-model-that-could-halve-usage-cost/ar-AA1NzoMC

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

- It wouldn’t surprise me at all if 24 hours from now, the markets freak out about DeepSeek. You notice a pattern after a while, where something happens, but the market doesn’t respond for about 24 hours. This allows the “smart money” to exit their positions and sell their bags to the normies. The next day, the media alerts the normies, who panic and sell, losing everything. You’ll see this play out again and again because the normies don’t know what’s going on until the media tells them what to do.

- In geopolitics, everything is about Israel. Trump unveiled his final “deal” for Hamas to give up all the hostages they still have for the pinky-promise Israel will (mostly) withdraw from Gaza, and if Hamas doesn’t take the deal, Trump will allow Israel to “finish the job” and presumably genocide the remaining Palestinians. Meanwhile, the Houthis hit a Dutch cargo ship, which burst into flames, but it isn’t confirmed to have sunk.
source: https://www.zerohedge.com/geopolitical/everybody-wants-deal-trump-presses-netanyahu-gaza-peace-4th-wh-visit , https://www.zerohedge.com/geopolitical/dutch-cargo-ship-attacked-set-ablaze-yemen-coast

- Here is an article from zerohedge assessing the reports of Ukraine preparing a false flag attack against NATO to escalate the war with Russia, which we talked about yesterday, but the fact that Russia got ahead of the plot means that it’s unlikely to move forward. JD Vance is talking about “selling” Tomahawk missiles to Ukraine, which will allow them to attack Moscow and trigger WW3, but that’s precisely why this is coming from JD Vance, because it’s bullshit.
source: https://www.zerohedge.com/geopolitical/assessing-reports-ukraine-preparing-false-flag-drone-provocation-against-nato , https://www.zerohedge.com/geopolitical/us-looking-selling-tomahawk-missiles-ukraine-jd-vance-says

- I’m keeping an eye on Iran, and they are warning that “the moment Israel starts a war, we will also enter a war with the United States,” according to a former IRGC commander. There are also Iranian illegal aliens being deported back to Iran, but that’s about it for Iran in the news, other than sanctions that mean nothing.
source: https://www.newsweek.com/iran-sends-new-warning-war-with-the-united-states-10796599 , https://www.timesofisrael.com/liveblog_entry/us-returning-planeload-of-iranian-immigrants-in-coordination-with-tehran-report/ , https://edition.cnn.com/2025/09/27/middleeast/iran-snapback-nuclear-sanctions-intl

- Regarding the possible false flag, we’ll have to see how this ultimatum with the Palestinians goes. I was expecting the false flag to be related to Iran, but maybe it will be related to Hamas to justify Israel’s genocide. We’ll see. All of this doesn’t change anything, regardless. Israel is trying to do damage control on their image by hiring influencers and taking over TikTok to “shut it down”, but nothing will change what’s going to happen.

- The bottom line is that I fully expect DeepSeek 3’s launch to affect markets once the “smart money” has a day to move their money before the media lets the normies know about it. Other than that, let’s see if Hamas cucks and if this false flag attack happens. Other than that, nothing is happening, and that which is or might happen doesn’t even matter. What happens in Gaza doesn’t matter in the war between the Regime and BRICS. The fact that we’re sacrificing everything for Israel is the smoking gun proof that ZOG is real, but it doesn’t matter. The war is already over.

Monkey’s Market Minute: September 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.

- Since I couldn’t do a show on Saturday due to my ISP crashing my upload speed, making it impossible to stream, I’ll talk about what I was going to talk about on the show here in this newsletter.

- The main thing that I want to warn you about is that there will likely be a false flag attack very soon, possibly this coming week. My gut says Iran, but I’ve heard some evidence that it may be Russia. The reasons for an Iranian false flag are obvious since Israel is involved. The Russian false flag would allow the Regime to escalate to the threat of nuclear war to (hopefully) force Russia and China to either cuck and let them win, or call their bluff one final time. BRICS isn’t going to cuck, and if the Regime wanted WW3 they would have attacked Russia by now rather than try to concoct a false flag to threaten to do so, so my gut says the false flag will involve Iran. This is what the big meeting with all the Generals was about, and why Netanyahu is on a media blitz. The Jews acquired TikTok, so they are confident there are no social media outlets to break their gaslighting this time.
source: https://www.devdiscourse.com/article/international/3645141-alleged-false-flag-operation-ukraines-controversial-plan-and-ww3-fears?amp , https://militarnyi.com/en/news/russia-and-hungary-launch-disinformation-to-justify-drone-strikes-on-targets-in-romania-and-poland/ , https://responsiblestatecraft.org/tiktok-larry-ellison-israel/ , https://www.iranintl.com/en/202509280080

- In the markets, more and more people are acknowledging that we’re in a bubble and that the markets make no sense given the fundamentals, but with the government manipulating the markets and faking the government reports, I don’t see a crash coming any time soon. Goldman Sachs is predicting bullish markets through the rest of 2025, and next year is an election year, so I expect 2026 to be more of the same. Trump had the chance to stop the manipulation and be the adult in the room, but he chose to drive the economy all the way to the scene of the crash.
source: https://www.zerohedge.com/markets/markets-detached-economic-fundamentals , https://www.zerohedge.com/markets/goldman-warns-risk-us-economic-re-acceleration-rising , https://www.zerohedge.com/markets/shutdown-risk-clouds-near-term-risk-goldman-macro-trader-says-structural-message-goldilocks , https://www.zerohedge.com/the-market-ear/it-too-early-start-talking-about-year-end-melt

- Bitcoin was up through Sunday, recovering from a fall late last week as investors swapped over to gold as they chased momentum. However, the dip buyers are here, and the bubble keeps on bubbling.
source: https://news.bitcoin.com/bitcoin-price-watch-price-teeters-at-109k-breakout-or-breakdown-ahead/ , https://www.zerohedge.com/markets/stocks-surge-dip-buyers-emerge-silver-soars-11-year-high

- In geopolitics, the US is preparing drones to attack targets inside Venezuela, presumably to fight drug cartels, but again, this war has nothing to do with drugs and everything to do with BRICS. These drone attacks will be a test to see how China and Russia react. Will they get involved and defend Venezuela, or will they let the Regime bully Venezuela to avoid a conflict with the US?
source: https://www.zerohedge.com/geopolitical/us-preparing-possible-drone-strikes-drug-cartels-inside-venezuela , https://english.elpais.com/international/2025-09-18/venezuela-expands-ties-with-russia-amid-escalating-tensions-with-the-united-states.html

- Finally, there is a rumor that China is preparing to give trade concessions to Trump in exchange for Trump ending support for Taiwanese independence, effectively winning the war for Taiwan without firing a shot, but China should demand assurances because the US is not to be trusted. Remember the Minsk agreement. Remember the Iran negotiations that were used as a ruse for an assassination strike. Don’t give anything to the US in exchange for easily broken promises without hard assurances and the abandonment of US militarization along China’s borders, not merely a pinky-promise to (temporarily) not support Taiwan independence.
source: https://www.timesnownews.com/world/asia/xi-jinping-donald-trump-us-china-taiwan-independence-article-152911073 , https://abcnews.go.com/Politics/soybean-farmers-caught-looming-crisis-us-trade-war/story?id=125943171

- The bottom line is that I’m expecting something to happen soon to escalate the wars we’re losing. Will it be Russia, Iran, or maybe it’s Venezuela or China? We have so many wars to choose from. Provoking Russia and hoping they’ll cuck won’t work, so my gut still says that this will involve Iran. Regarding markets, fundamentals don’t matter un til they do. The government can prop up the markets until they can’t. The market will go up forever until it crashes. I don’t believe in playing in a rigged casino, but you do you, brah.

Monkey’s Market Minute: September 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.

- Q2 GSP was revised higher because the economy is even more awesome than the government originally reported, and this is a bad thing because it means the FED might not cut rates going forward. After all, the economy is so awesome. Remember last week when the government admitted it lied about job growth for a year? Me neither!
source: https://www.deseret.com/business/2025/09/25/gdp-us-economy-consumer-spending-inflation-interest-rates-jobs-tariffs/ , https://www.zerohedge.com/markets/q2-gdp-revised-sharply-higher-38-best-quarter-two-years , https://seekingalpha.com/news/4493395-us-jobs-gains-weaker-by-911k-in-year-through-march-bls-revision-show

- So what does this mean? Why play with the numbers even more brazenly? It’s most likely related to the wars that we can’t afford, but maybe if we lie about how fucked we are, we can justify expanding the wars and maybe fighting another 2 or 3 wars at once. The economy is doing great, right? We’ve got infinite money to fight infinite wars, right?

- Here’s an interesting article confirming what I’ve been saying regarding AI. AI is a tool that is replacing relatively few jobs. It’s transforming work, allowing people to do more work in some areas (eliminating jobs) but creating new jobs elsewhere. This is how all automation has worked since computers were first invested in the 70s. Human wants and desires are infinite, so any freed-up labor resources will be redirected into other products or services, usually ones related to leisure, entertainment, etc., which are more desirable jobs anyway. The problem with the economy has nothing to do with AI automating jobs, and everything to do with the government, both in spending too much money and causing inflation, and flooding the country with foreigners to prevent wage increases in a misguided MMT scheme to fight the inflation they’re causing by spending too much money.
source: https://www.zdnet.com/article/ai-will-transform-work-more-than-replace-jobs-study-finds/

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

- The losers in the market today were:
o 1. Crypto
o 2. Bitcoin
o 3. Healthcare
o 4. Consumer Discretionary
o 5. Materials
o 6. Utilities
o 7. Industrials

- You might be curious why the markets fell today on good news, but it’s because the bubble is maintained by the fact that the economy is shit, inflation is hot, and everyone is pouring into tech stock and crypto to stay ahead of it because everything is dogshit. A narrative of a healthy economy could derail interest rate cuts, that’s all. The markets are pricing in the market manipulation, but Trump’s ego and need to avoid admitting the economy is shit is a threat to their investments.

- In geopolitics, there was a massive emergency meeting of all generals and admirals. There is going to be an escalation soon, and my guess is that it’s Iran. Why Iran and not Russia? Because Israel needs to regain momentum. Several European countries have recognized Palestine as a state. Marco Rubio is blaming the influx of Muslim immigrants into Europe for this, but also, Trump suddenly came out strongly against Israel annexing the West Bank, which the US supported the other week. Why is Trump suddenly standing up to Israel, and why is Europe suddenly recognizing Palestine and defending the Gaza aid ships? Isn’t this all a bit too sudden and convenient?
source: https://www.zerohedge.com/geopolitical/hegseth-abruptly-summons-all-generals-admirals-across-globe-quantico-meeting , https://www.zerohedge.com/geopolitical/rubio-says-high-migration-numbers-creating-local-pressure-recognize-palestine , https://www.cnn.com/2025/09/24/world/italy-gaza-aid-flotilla-latam-intl , https://www.nytimes.com/2025/09/25/world/middleeast/trump-annexation-west-bank.html

- So, let’s think about this. Does anyone really think Europe and Trump are turning against Israel all at the same time for literally no reason? Are you already lining up for your “Fell For It Again” award? What’s going on? This is speculation, but consider how Israel is not in a strong position, having lost their war against Iran the first time. They have to make a comeback from behind, but they’ve already burned through most of their best weapons, and Iran and Russia don’t trust Israel (or America, for that matter) at all, so how can Israel be extra sneaky and pull off a come-from-behind victory against an enemy expecting their tricks? They are going to use this sudden change of heart in Europe and Trump to call for another round of peace talks to lure Iran into the open for another “decapitation strike”. Sure, America tried to kill you last time, but now the Europeans and Trump are standing up to Israel, and you can trust them this time, you guys. I also wouldn’t be surprised if ISIS suddenly started committing Muslim terrorism in Europe to punish Europeans for supporting Palestinians and to make Europeans realize that Israel is #OurNazis, and that by killing them over there, they’re protecting Europe from Islamic terror. This is all speculation again, but whether it’s another round of fake peace talks to set Iran up for another assassination attempt, or a false flag ISIS attack, those possibilities are infinitely more likely than Europe and Trump actually doing anything against Israel.
source: https://www.zerohedge.com/geopolitical/migration-leads-terrorism-says-hungarys-foreign-minister , https://www.zerohedge.com/geopolitical/iran-rapidly-rebuilding-missile-production-sites-struck-israel , https://www.zerohedge.com/geopolitical/massive-pro-palestine-protests-rock-italy-60-officers-injured

- At least with Israel up to something, I’m not bored anymore. I’m genuinely curious what plan the cunning cunts cook up this time. It won’t change anything, and I don’t think Russia and Iran will fall for it, but let’s watch things play out and see what happens together.

- The bottom line is that today’s news has a common theme. These people believe that controlling the narrative changes reality. If Trump just lies about the economy hard enough, the economy will never crash. If the Regime plays a little kayfabe bullshit game, Iran and Russia will buy it, and they’ll be able to assassinate the leaders of Iran and destroy Israel’s biggest threat in the region. This is all predicated on the belief that they can propaganda their way to victory despite the realities on the battlefield (or the economy, for that matter).

- I don’t have any data to prove one way or the other, but I wonder how many people on the Alt-Right who are die-hard JQers are falling for the kayfabe and think that Europe and Trump are suddenly turning against Israel. If these hardened anti-Semites are so easily fooled by Jewish tricks, perhaps they’ll work on Iran and Russia as well.

Monkey’s Market Minute: September 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.

- Due to rates being cut, the market has begun a sector rotation into real-estate and financials. However, the market is still in a bubble. It never crashed, but they’re treating rates going down as a recovery phase. It’s probably algo-bots, but it’s understandable since we haven’t had stagflation since the 70s and the whole market is fake and gay.
source: https://www.zerohedge.com/markets/money-flowing-us-financial-stocks , https://www.zerohedge.com/markets/ugly-5y-auction-tails-foreign-demand-shrinks , https://www.zerohedge.com/markets/focus-right-tail-citadel-macro-guru-says-fed-green-light-risk-rest-year , https://www.zerohedge.com/markets/new-home-sales-exploded-higher-august-prices-rose

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

- The losers in the market today were:
o 1. The VIX
o 2. Real-Estate
o 3. Gold
o 4. Information Technology
o 5. Communications Technology
o 6. Industrials
o 7. Bonds

- The markets don’t know how to handle stagflation. They’re investing all over the place because the government is pre-emptively bailing out the markets with lower interest rates while the bubble is still bubbling. Crazy times.

- In geopolitics, Russia is mocking Trump’s flip-flopping on Ukraine, Europe isn’t buying American weapons to send to Ukraine, and the Houthis hit Israel with a drone, bypassing their air defenses, and killing 20 people. Womp womp.
source: https://www.zerohedge.com/geopolitical/houthi-drone-slams-hotel-southern-israel-wounding-over-20 , https://www.zerohedge.com/geopolitical/eu-wont-be-able-keep-its-promise-buy-vast-amounts-us-weapons , https://www.zerohedge.com/geopolitical/russia-mocks-trumps-paper-tiger-remark-says-ukraine-cannot-take-back-territory , https://www.zerohedge.com/geopolitical/five-most-likely-motives-behind-trumps-flip-flop-ukraine

- Also, US officials are finally admitting that their bullying on Venezuela has nothing to do with drugs. They want Regime change because they want to replace the pro-BRICS government with a puppet that they can control. See? Doesn’t it feel good to tell the truth?
source: https://www.zerohedge.com/geopolitical/goal-regime-change-venezuela-us-officials-say

- The bottom line is that nothing new is happening. We’re just watching the Regime slowly collapse under the weight of its own arrogance and stupidity.

Monkey’s Market Minute: September 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.

- Another day, more warnings that we’re in a bubble, but the market is not crashing yet. There isn’t anything to say that hasn’t already been said. It’ll happen when it happens.
source: https://www.zerohedge.com/markets/goldman-top-tech-trader-nasdaq-12-14-days-so-much-those-seasonality-concerns , https://www.zerohedge.com/markets/investor-euphoria-and-anatomy-market-crash , https://www.zerohedge.com/markets/us-stocks-closed-higher-monday-nvidiaopenai-boosting-sentiment-newsquawk-asia-pac-market , https://www.zerohedge.com/markets/gold-soars-fresh-record-inflows-gold-etfs-hit-3-year-high
- https://www.zerohedge.com/markets/nvida-stock-surges-after-announcing-100-billion-openai-investment

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

- The losers in the market today were:
o 1. Natural Gas
o 2. Bitcoin
o 3. Consumer Staples
o 4. Bonds
o 5. Communications Technology
o 6. The US Dollar
o 7. Consumer Discretionary

- There is some evidence that investors are rotating from Bitcoin to Gold since the rate cuts happened and Bitcoin didn’t break to fresh highs, and in the game of speculative manias, without interest, dividends, or cashflows, Bitcoin has to keep going up or it will crash since it does nothing. Is this the beginning of a trend? We’ll see.

- In geopolitics, and I debated whether to include this in the market analysis section or here, Argentina has received a lifeline from the Trump administration, which means two things to me: Argentina’s loyalty to the US and hatred of China and BRICS is being rewarded despite Argentina not having the swap line privileges of Europe, and the second thing this tells me is that the Regime is taking the struggle against BRICS in South America seriously. If Trump allowed Argentina to fail, the US would be seen as a poor economic ally, and BRICS could fill the vacuum, but the US is offering Argentina a credit line similar to what Europe has, which is good for Argentina.
source: https://www.zerohedge.com/geopolitical/argentine-assets-soar-bessent-offers-milei-lifeline

- Russia is trying to get the US to agree to new nuclear control treaties to prevent a nuclear arms race. For context, I was America that broke the treaties because they felt that since the Soviet Union collapsed, these treaties were holding America back from using its nuclear arsenal to control the world. Russia and China do not want WW3 or a nuclear arms race, but similarly to how Trump can’t get Putin to compromise regarding the Ukraine War because Russia won and Trump has no leverage, the nuclear control issue is an issue where BRICS has no leverage over the Regime. The Regime HAS threatened to escalate to nuclear war several times, which is incredibly dangerous, and while they’ve backed off in the past, this is a dangerous game, and Russia and China have no leverage over the US to make them stop.
source: https://www.zerohedge.com/geopolitical/putin-offers-us-temporary-nuclear-arms-control-deal-prevent-new-arms-race

- If I were BRICS, I would use Iran to force the US to agree to a nuclear control treaty. If the US doesn’t agree, then Iran will have nuclear weapons and Israel will be under threat, and we all know Trump would do anything for Israel. If the US agrees to a new treaty and to temper its warmongering, Russia and China will cooperate with relevant international bodies to disarm Iran’s nuclear program and prevent a regional arms race. There is evidence that this is what is happening as Iran kicked the IAEA out of Iran again, despite Russia wanting Iran to cooperate with them for its sake. Iran wouldn’t defy Russia for no reason, so I guess that Russia is hoping to use Iran’s nuclear program as a bargaining chip to get the US to agree to new nuclear arms control treaties and remove the threat of nuclear war, which is the only threat BRICS fears at this point.
source: https://www.zerohedge.com/geopolitical/putin-offers-us-temporary-nuclear-arms-control-deal-prevent-new-arms-race , https://www.pbs.org/newshour/show/we-cannot-afford-another-crisis-iaea-head-says-as-iran-suspends-cooperation , https://www.yahoo.com/news/articles/iaea-says-iran-nuclear-diplomacy-165533419.html

- So the bottom line is that nothing is happening in the markets; it’s just more stagflation positioning. Shockingly, a tiny interest rate cut did not, in fact, cause the economy to explode with prosperity, and everything is still dogshit. I know you’re as surprised as I am. Regarding the geopolitical situation, Russia is extending its international influence and not just focusing on Ukraine. Putin gave Trump a chance to make peace, but it was a ruse, and Russia is not going to keep wasting its time on false promises of peace. How will Russia get involved regarding Iran and Venezuela, and how will that unfold? Like I keep saying, though, there is no combination of moves the Regime can do to win; they’re done. This is Russia and China’s game to win. They simply want to avoid nuclear war with the US as they run out the clock until the US economy crashes.

Monkey’s Market Minute: September 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.

- Market analysts everywhere are openly admitting that the stock market is in a bubble, but are still going to trade it anyway because with the dollar losing value due to low interest rates and money printing, you have to put your money somewhere, right? I don’t believe in trading bubbles, but other asset managers don’t have a choice. They HAVE to perform every quarter or they lose their job, so they’re going to try to time the market and hope for the best.
source: https://www.zerohedge.com/markets/hartnett-fed-cutting-gold-crypto-and-stocks-all-time-highs-so-heres-how-you-trade-bubble , https://www.zerohedge.com/markets/goldman-trader-theres-sense-money-losing-value-anyway-so-best-use-it-now-hold-it , https://www.zerohedge.com/markets/market-where-youve-been-paid-be-irresponsibly-bullish-top-goldman-trader-sees-more-gas-tank

- Argentina is having financial problems, MAJOR financial problems. “But wait,” I hear you say, “didn’t Milei fix Argentina’s economy using libertarianism?” Yes, his libertarian agenda did halt inflation and get the economy back on track. His fuck up with having a boner for the US and begging to use the dollar as a reserve to stabilize the Argentinian peso. What happened? Argentina ran out of dollars, and they’re in too much debt after signing a $20B IMF deal in April. Melei didn’t do anything wrong per se, except for having a hate boner for China and BRICS for no reason and sucking up to the US at the worst possible time. By making his economy dependent on the US, he played himself, and will likely be cannibalized along with Japan and Europe. It’s worse for Argentina because they don’t have the off-the-book-swap lines with the Federal Reserve to get all the dollars they need like Europe does, so they’re totally fucked. It’s sad to see a decently libertarian government fail due to outdated ideological reasons.
source: https://www.zerohedge.com/markets/milei-admits-market-panic-mode-argentine-capital-exodus-accelerates

- The SEC supports Trump’s plan to move corporate financial reporting from quarterly (4 times a year) to semi-annually (twice a year). This serves no purpose other than to prevent the markets from panicking for an additional 3 months, since the corporations will only admit their shitty fundamentals twice a year instead of four times a year. This is bad for those who want to invest in more than vibes and bullshit, but it’s good if you’re the government and trying to prop up a market bubble for as long as possible. There is no telling how long this lasts. It could crash at any time for innumerable reasons, such is the nature of bubbles. I’m keeping an eye on China, since they have the means and the will to deliberately crash the US market for their own national security reasons.
source: https://www.zerohedge.com/markets/sec-backs-trumps-proposal-shift-earnings-reports-quarterly-semiannual , https://www.zerohedge.com/markets/last-bubble

- For what it’s worth, Bitcoin lost money over Sunday, which could mean normies may be bearish on Monday when the markets open.

- In geopolitics, much to my surprise, Canada, the UK, Australia, and Portugal recognized Palestine, causing Marco Rubio to threaten them with consequences. Netanyahu is vowing that there will never be a Palestinian state and that they’re going to destroy and annex Palestine. I genuinely figured all these Western countries would just ignore and memory-hole the Palestinian thing. So what’s the angle here? My best guess is that Europe is mad that Trump is abandoning Ukraine for Israel, and they want the US to refocus on fighting Russia and salvaging the Ukraine war instead of starting new wars with Iran and talking about going back to Afghanistan to retake Bagram airbase from the Taliban.
source: https://www.cnn.com/2025/09/21/world/palestinian-state-uk-canada-australia-intl , https://www.aljazeera.com/features/2025/9/21/israel-bristles-as-uk-leads-western-recognition-of-palestine

- Another alternative explanation that doesn’t involve Ukraine is that Israel needs an excuse to annex the West Bank, since the West Bank has nothing to do with Hamas or any hostages. The answer to this is to use Western recognition of Palestine to annex the West Bank entirely so that there is no Palestine to recognize. Israel didn’t WANT to annex the West Bank, but these Western countries forced its hand by supporting the existence of a Palestinian state, so they HAD to annex all the Palestinian land, even the parts that didn’t do anything to justify it.
source: https://www.timesofisrael.com/liveblog_entry/ben-gvir-says-he-will-propose-immediate-west-bank-annexation-in-response-to-western-recognition-of-palestine/

- In the end, whatever happens to Palestine doesn’t matter in the grand scheme of things. The big players that matter are the United States, Russia, and China. Israel is important insofar as it controls the United States through bribery and blackmail, but geopolitically, it’s on par with Iran as a regional power that doesn’t matter globally. I’ll keep an eye on what’s going on, but it won’t change anything regardless of the outcome and the details.

- The bottom line is that, as far as the markets go, nothing has changed, and the fact that the normie media is openly calling this a bubble is really bad. Again, there’s no telling when the crash happens and what the trigger is, but I guess that it will involve China and them drinking the milkshake of the Western AI sector that’s propping everything up. Geopolitically, nothing is happening other than Israel being Israel. I do predict Israel will successfully annex all of Palestine and send the Palestinians to Europe as refugees, and they may annex southern Lebanon as well, but that’s about it. They aren’t going to defeat Iran or establish Greater Israel; that ended when they lost to Iran the first time.

Monkey’s Market Minute: September 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.

- Stocks broke higher because now the rate cut that happened a few days ago is a good thing, when yesterday it was a bad thing.
source: https://www.zerohedge.com/markets/look-stocks-explode-higher-jpmorgan-trading-desk-says-dovish-cut-we-were-looking , https://www.zerohedge.com/markets/fed-dling-while-rome-churns

- These AI and tech companies have started investing phantom money in each other to drive their stock prices up rather than to buy their own stocks via stock buybacks. It’s complicated, but basically, company A announces an investment in company B with money they don’t have, but this announcement drives the stock of company B higher, which gives them the money after the fact. Company B does the same for company A, so all of these companies are investing in each other using money that doesn’t exist to drive each other’s stocks higher.
source: https://www.zerohedge.com/markets/intel-shares-erupt-nvidia-deal-us-governments-stake-already-paying-dividends , https://x.com/GeorgeGammon/status/1968737293776093653

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

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

- It’s quite funny how the markets were scared of the rate cut being a bad thing 24 hours ago, and now they’re excited and bullish when literally nothing changed.

- In geopolitics, there isn’t much to talk about, but Trump made a statement about the US returning to Afghanistan and starting another war with the Taliban. Supposedly, it isn’t about 9/11 or anything, but Trump wants the bases back that the US built in Afghanistan to have closer access to China. There is no way in hell the Taliban will open up diplomatic ties with the US, and sanctions won’t mean shit to them, so I think Trump is just talking shit, but maybe he’s dumb enough to start another war to distract everyone from all the wars he’s losing.
source: https://www.zerohedge.com/geopolitical/us-seeking-regain-control-bagram-air-base-taliban-controlled-afghanistan-trump

- Speaking of talking shit, the Regime is claiming Russia is losing the war and could collapse if not for its support from China. We deserve better psyops. This is just lazy and sad.
source: https://www.zerohedge.com/geopolitical/wed-kick-russias-ass-trumps-special-envoy-ukraine-says-moscow-losing-war-would , https://www.zerohedge.com/geopolitical/trump-repeatedly-says-putin-let-me-down-during-uk-state-visit

- The bottom line is that I’m even more convinced that the market is going to continue to be propped up for the foreseeable future. The markets are clearly in a bubble, and the economy is clearly not doing well, but I fully expect higher stock prices, at least for the next 6 months or so. Just like with Ukraine, Israel, and everything else, the government is going to have to be defeated by BRICS on the battlefield, as they will never do the smart thing and quit while they’re behind. China will have to defeat the Regime by winning the AI war and crashing the markets, causing dedollarization, and collapsing the Western war machine through bankruptcy. This is more or less how the war with BRICS will end. It’s just annoying because unless you want to invest in bubbles, we’re all paying the price.

Monkey’s Market Minute: September 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.

- The FED cut interest rates by 0.25% as expected, and suddenly we’ve entered “nightmare territory”. What? This is what YOU wanted!
source: https://www.zerohedge.com/markets/jerome-powells-fed-enters-nightmare-territory , https://www.zerohedge.com/markets/fomc-29

- Now that the rate cuts are priced in, what’s driving the AI bubble higher? Nothing. Now the markets are hitting resistance (i.e., the number does not go up), and investors are worried the market will pull back as there is no longer a catalyst for further growth.
source: https://www.zerohedge.com/the-market-ear/roaring-russell-hits-resistance , https://www.zerohedge.com/markets/ai-momentum-trade-getting-very-crowded-top-goldman-traders-warn

- The winners in the market today were:
o 1. Financials
o 2. Consumer Staples
o 3. Crypto
o 4. The US Dollar
o 5. Utilities
o 6. Healthcare
o 7. Energy

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

- With interest rates being cut, the algo-bots are interpreting this as stimulus/expansion and not stagflation. We haven’t had stagflation since the 70s, long before these computer programs existed, so they have no modern data to work with.

- Nothing to talk about in geopolitics. Israel is still doing its thing, and Russia is still doing its thing. Nothing to report in terms of updates.
source: https://www.zerohedge.com/geopolitical/explosive-laden-robots-pour-gaza-city-more-devastating-air-strikes , https://www.zerohedge.com/geopolitical/israel-arming-bankrolling-druze-fighters-southern-syria , https://www.zerohedge.com/geopolitical/eu-proposes-freezing-israel-trade-pact-over-gaza-smotrich-declares-gaza-real-estate , https://www.zerohedge.com/geopolitical/putin-boasts-100000-troops-are-participating-belarus-russia-drills

- The bottom line is everything is happening just as I said it would, just REEEEAAAAALLLY slowly and boringly. The inflation will begin being felt by consumers around October/November, and the labor market will still be dogshit heading into 2026 as we officially enter stagflation, unless Trump manipulates the numbers to cover up the stagflation, but it doesn’t matter if the government officially admits it or not, the result will be the same.

Monkey’s Market Minute: September 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.

- Zerohedge has an article about the “great market paradox” wherein there are “growing signs of weakness” in the economy, but the markets keep hitting new all time highs. It’s quite the paradox isn’t it? No, not really. The shitty economic indicators are fueling hype for rate cuts, which investors hope will push more money into stocks and crypto as a hedge against inflation since bonds and cash will return less, that’s all. Normally commodities would be the better hedge against inflation since that’s literally the job of the futures market, but the government broke the futures market years ago. Investors are trying to get ahead of the government-caused stagflation, and because the government has broken the markets, the only sectors that are attracting investment are the most risky and speculative tech sector. This is all a government caused disaster waiting to happen because the government won’t cut spending or end any of its disastrous wars. Gold is hitting new highs as well, which is entirely expected.
source: https://www.zerohedge.com/markets/explaining-great-market-paradox , https://www.zerohedge.com/market-recaps/gold-soars-new-record-high-ahead-fed-bonds-stocks-bid

- The Regime is still trying to outmaneuver China in its ongoing trade war (that China is winning), by pressuring Canada and NATO countries to impose tariffs on China. Let’s look at China’s largest trading partners and see where Canada and NATO fit in, remembering that China won the trade war against the US the last two times because China replaced its trade with the US quite easily.
o 1. USA
o 2. South Korea
o 3. Japan
o 4. Taiwan
o 5. Vietnam
o 6. Russia
o 7. Australia
o 8. Malaysia
o 9. Germany
o 10. Brazil
o 11. Indonesia
o 12. India
o 13. Thailand
o 14. Singapore
o 15. Netherlands
o 16. UK
o 17: Canada
o 18. France
o 19. Italy
o 20. Philippines

As you can see, Aside from the US, the biggest western trading partner to China is Australia, which is heavily dependent on trade with China and won’t be joining a trade war. Canada is 17th, which is insignificant. The trade war is over. BRICS outplayed you economically, and you can’t rely on your military to cheat any longer. It’s over.
source: https://www.zerohedge.com/markets/us-stock-indexes-gained-amid-us-china-talks-and-mega-cap-stocks-doing-most-lifting-alphabet , https://www.zerohedge.com/markets/stocks-bid-wake-uschina-trade-talks-while-dollar-lags-newsquawk-us-market-wrap , https://en.wikipedia.org/wiki/List_of_the_largest_trading_partners_of_China , https://www.zerohedge.com/geopolitical/trump-successfully-corralling-countries-join-trade-war-against-china

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

- The losers in the market today were:
o 1. Bitcoin
o 2. Consumer Staples
o 3. Healthcare
o 4. Materials
o 5. The US Dollar
o 6. Energy
o 7. Financial

- Surprised to see Bitcoin leading the losers today. I guess the narrative of the strategic bitcoin reserve didn’t stick. The issue is that when you have a bubble built on hype, without a new narrative to price prices higher, there is a race to be the first to sell. I don’t think Bitcoin will crash at this time. It’ll crash when everything else does.

- Nothing is happening in geopolitics. The US is still fucking with Venezuela, and the Houthis are bombing Israel’s airport again, but nothing that matters is happening.
source: https://www.zerohedge.com/geopolitical/be-warned-we-are-hunting-you-trump-unleashes-second-attack-narcoterrorists-near , https://www.zerohedge.com/geopolitical/watch-drone-erupts-over-israels-southern-airport-now-under-repeat-attack

- The bottom line is that everything is proceeding as I’ve foreseen. The rate cut will be announced tomorrow, and maybe the markets edge up a bit, but then what? What is the narrative that’s going to keep the markets propped up going forward after the rate cut when nothing happens? People are tapped out and suffering due to the rising cost of living. They’re not sitting on piles of cash waiting for a 0.5% rate cut so they can buy Bitcoin. What’s the plan? Oh, it’s to change SEC reporting requirements so that companies only report their shitty earning twice a year instead of four times a year. That way, the recession can’t be confirmed for an additional 6 months. Trump is running of fumes at this point, but I’m just annoyed at it all.
source: https://x.com/SawyerMerritt/status/1967574745018417388

Monkey’s Market Minute: September 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.

- Not much to talk about that I didn’t already cover on the show, but Morgan Stanley is admitting that even with the rate cuts, homes will become less affordable. We’re in recession, but the government won’t admit it until Israel finishes off its genocide and annexation of the Middle East.
source: https://www.zerohedge.com/markets/morgan-stanley-why-rate-cuts-will-not-fix-record-housing-unaffordability-problem

- Now that rate cuts are locked in, what’s the new narrative to keep crypto propped up? Remember that crypto earns nothing unless it constantly goes up. The new narrative is that the government will totally create a “strategic bitcoin reserve” even though Bessent explicitly denied that earlier and said the US is focusing on dollar-backed stable coins, but don’t pay attention to reality, just keep believing and float from one narrative to the next.
source: https://www.zerohedge.com/crypto/strong-chance-us-will-form-strategic-bitcoin-reserve-year-alex-thorn , https://cointelegraph.com/news/bitcoin-tanks-below-119k-bessent-gov-t-won-t-buy-bitcoin-reserve , https://x.com/PeterSchiff/status/1967383665811542038

- Bitcoin was down through Sunday, so normies might be skittish about the shitty economy despite rate cuts, at least early in the week. Again, using Bitcoin weekend activity as a proxy for normie sentiment is imperfect at best, but it’s something.

- In geopolitics, Qatar and Saudi Arabia are still pretending that they’re going to stand up to Israel, which is the most nothing burger of nothing burgers that ever nothing burgered.
source: https://www.zerohedge.com/geopolitical/qatar-pressures-arab-allies-close-embassies-israel-gloves-are

- Russia is continuing its offensive despite the rainy season beginning. They just took another village today. If the plan for all these negotiations that went nowhere was to stall Russia so that their offensive would halt for the remainder of 2025, it didn’t work.
source: https://www.zerohedge.com/geopolitical/kremlin-confirms-ukraine-talks-pause-zelensky-rules-out-giving-east , https://www.zerohedge.com/geopolitical/trump-warns-his-patience-putin-running-out-fast , https://www.zerohedge.com/geopolitical/russia-gains-another-village-central-oblast-negotiations-effectively-dead

- In China, scientists are claiming to have built an AI model that’s 100X faster than ChatGPT using Chinese chips. This is how China is going to bring down the Regime economically and end the wars against BRICS globally, all without firing a single bullet. Sun Tzu would be proud.
source: https://www.windowscentral.com/artificial-intelligence/chinese-scientists-claim-to-have-built-the-first-brain-like-ai-model , https://www.reuters.com/world/china/alibaba-baidu-begin-using-own-chips-train-ai-models-information-reports-2025-09-11/

- So the bottom line is that nothing is happening. The rumors about the Charlie Kirk shooter being gay and having a tranny trap friend were confirmed by the FBI, so I was right, it wasn’t Mossad, and it should have been obvious because Israel is getting everything it wants. Nothing Kirk knew or said threatened any of that, so Israel had no reason to kill him. I’m not defending Israel, but sometimes a cigar is just a cigar.
source: https://www.foxnews.com/us/charlie-kirk-assassins-transgender-roommate-hates-conservatives-christians-relative-says , https://www.thetimes.com/us/news-today/article/charlie-kirk-suspect-tyler-robinson-roommate-trans-relationship-65wvslwr8 , https://x.com/LegitTargets/status/1967171935877632141

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.