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

Monkey’s Market Minute: December 9th, 2025

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

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

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

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

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

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

Monkey’s Market Minute: December 5th, 2025

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

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

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

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

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

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

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

Monkey’s Market Minute: December 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.

- Stocks recovered today, and the rate cut this month suddenly matters again on a Wednesday, where it didn’t on Monday or Tuesday.
source: https://www.zerohedge.com/markets/stocks-bonds-bitcoin-bid-bad-jobs-data-lifts-rate-cut-odds

- Copper hit a new record high, which is kind of ironic since I was talking about copper a bit during the show and wasn’t expecting it to be in the news.
source: https://www.zerohedge.com/commodities/lme-copper-hits-another-record-goldman-trader-pinpoints-driver-behind-move , https://www.zerohedge.com/precious-metals/gold-has-room-upside-goldman-maintains-4900-px-target

- Meanwhile, ZeroHedge is openly pointing out that the AI sector is going to be bailed out when it crashes. Socialism for billionaires.
source: https://www.zerohedge.com/ai/ai-economy-and-public-risk-few-are-willing-admit

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

- The losers in the market today were:
o 1. The VIX
o 2. The US Dollar
o 3. Agriculture Commodities
o 4. Utilities
o 5. Gold
o Everything else was up.

- Nothing to say, honestly. The normies now care about rate cuts because the TV told them to.

- In geopolitics, the Russia peace talks were canceled after “no progress” was made with Russia. It’s almost like they’ve won and you’re not going to get them to compromise or something.
source: https://www.zerohedge.com/geopolitical/zelenskys-meeting-us-envoy-cancelled-after-no-real-progress-5-hour-moscow-talks , https://www.zerohedge.com/geopolitical/europe-accuses-putin-faking-peace-talks-trump-envoys

- That’s about it. As I said, nothing is happening because it’s the holidays. Nobody is going to start a war right before Christmas.

- The bottom line is that we’ll get a rate cut, and the markets will chop sideways for a while. Trump needs to announce new bailouts and stimulus if he wants to keep the bubble propped up, which he’ll probably do early next year.

The Morning Constitutional: December 3rd, 2025
https://www.mgtow.tv/watch/2025-12-03-08-01-48_iMmMARPPenmvnQ4.html
/watch/2025-12-03-08-01-48_iMmMARPPenmvnQ4.html

Monkey’s Market Minute: December 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.

- Silver is almost $60. I remember when it hit $40 and people were freaking out like it was July.
source: https://www.zerohedge.com/markets/silver-erupts-record-high-shanghai-inventories-crater-critical-levels , https://finance.yahoo.com/news/silver-trades-near-record-high-080613024.html

- Pay attention to Japan, the carry trade is over as Japan is coming to the end of the road regarding their debt, inflation, and slavery to the United States.
source: https://www.zerohedge.com/markets/will-boj-unleash-another-christmas-carry-trade-massacre, https://www.businessinsider.com/yen-carry-trade-boj-japan-interest-rate-hike-stocks-bonds-2025-12

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

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

- I’m not entirely surprised that the anticipated rate cut is being ignored because, as I said yesterday, the AI companies already have more money than they need, and they’re propping up the markets. Lower rates aren’t going to do much except cause inflation. In fact, there was an article today about how a market crash would be a good thing. Yes, the financial media is realizing that propping up market bubbles for years doesn’t actually make things better; it destroys the economy and ruins people’s lives. The only people winning are the billionaires and political insiders, which is a sign you’re on the wrong side.

- In geopolitics, there is a new “Issac Accords” movement in Latin America to expand Israeli influence. Why does Israel need influence in South America? Also, Trump is committing military forces to South America through 2028, presumably to expand Israeli influence. I guess South America is where the Jews are going to flee to after Israel is destroyed and white people have had enough of their shit after all. What saddens me the most about this is that the Zionists aren’t even pretending this is about America anymore. Why is the President of Argentina promoting Israeli influence and not, you know, Argentinian influence? Yes, I know Millei is Jewish, but he’s not Israeli. Your duty is to the people of your country, not to a Jewish country on the other side of the world.
source: https://www.zerohedge.com/geopolitical/us-plans-keep-troops-caribbean-through-2028-defense-contracts-show , https://www.zerohedge.com/geopolitical/milei-launches-isaac-accords-expand-israeli-influence-latin-america

- A NATO top commander is claiming that NATO is thinking about attacking Russia directly and getting nuked again. They’re not going to do jack fucking shit. Cope harder.
source: https://www.zerohedge.com/geopolitical/nato-mulls-preemptive-strike-against-russias-hybrid-warfare-claims-more-aggression , https://www.zerohedge.com/geopolitical/france-uk-still-insist-sending-troops-ukraine-effort-sabotage-trump-peace-plan , https://www.rt.com/russia/628747-russia-respond-nato-preemptive-strikes/

- So the bottom line is that I’m not sure what’s going to happen in the markets, but I know the government won’t let them fall. Maybe we’ll get more information on Project Genesis, where the government bails out the AI companies more, but rate cuts aren’t going to save anything. At least Israel has a plan and is being proactive. Everyone else is just stalling.

Monkey’s Market Minute: December 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.

- These newsletters may get shorter due to the holidays and not much happening that we haven’t already talked about, so just a heads up.
- As far as the markets are concerned, everyone is expecting a rate cut from the FED in December, so that’s bullish, I guess, but really everything is dogshit, and we’re all just whistling passed the graveyard as the government props everything up.
source: https://www.zerohedge.com/markets/santa-rally-recipe-fed-put-full-force , https://www.zerohedge.com/markets/hawkish-december-fed-cut-would-be-problem-risk-sentiment , https://www.zerohedge.com/markets/fed-should-and-will-cut-dec-goldman

- The main issue with the narrative regarding rate cuts is that the AI bubble is the only thing propping up everything, and they have all the money they need already. Rate cuts don’t affect the AI bubble at this point, and the real economy is shit. The only thing the government can do to pump AI higher is give more details about “Genesis Mission” and offer more government bailouts and buy-ins for AI companies. I’m interested in the fact that we haven’t heard any further details regarding Genesis since it was announced a week ago.
source: https://www.aol.com/finance/trump-executive-order-brings-together-223405197.html

- Bitcoin puked today, dropping nearly 5% on a weekend due to a finance pool breach in something called “Yearn”. I don’t really pay attention to the crypto markets, but it’s a useful measure of normie bullishness or bearishness for tech in general, so Monday could be spicy.
source: https://www.investing.com/news/cryptocurrency-news/bitcoin-price-today-plunges-to-86k-as-yearn-finance-pool-breach-rattles-markets-4382733

- Nothing is going on in geopolitics. The wars will continue until the dollar collapses, even if the Regime loses on the battlefield.

- The bottom line is that rates will probably be cut slightly in December, which will affect nothing, and everything is still fake and gay.

Since I've been busy with my book, here is a bonus pic of some art along with the Celestina pic.

Monkey’s Market Minute November 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.

- I hope everyone had a good Thanksgiving and scored some good deals for Black Friday. I don’t normally do a newsletter on Friday since I have a livestream tomorrow, but since the markets were closed Thursday, it threw everything off, so we’re going to break tradition and do a newsletter on Friday this week.

- The FED is acknowledging a “K-shaped recovery”. What does that mean? It means the economy is in recession, but the stock market is doing great, but not the broad market, only the AI companies that are being propped up by the government. Whenever you hear “K-Shaped” whatever, it just means Socialism for Billionaires.
source: https://www.zerohedge.com/markets/ohk

- I’ve seen some analysts saying that we’re not in a bubble because everyone is fearful and that bubbles are caused by euphoria, so we can’t be in a bubble. Here’s the thing about that, this “K-Shaped” socialism for billionaires shit is pretty unprecedented. The government is trying to keep the markets propped up come hell or high water, and while everyone knows it’s a bubble, they have nowhere else to park their money due to inflation. They’re fearful because the government has effectively nuked the entire concept of capitalism. That doesn’t mean this isn’t a bubble, it certainly is, but it’s a government-reinforced bubble, which is an extremely unhealthy dynamic because in the end everyone will lose and they’ll blame the government, and they’ll be fully justified in doing so. The question then becomes, what is the government supposed to do when the markets crash, and it’s the government’s fault? Who pays?
source: https://www.zerohedge.com/markets/bear-markets-dont-happen-when-liquiditys , https://www.zerohedge.com/markets/bulls-thankful-bitcoin-big-tech-bullion-bounce-ahead-turkey-day , https://www.zerohedge.com/markets/silver-soars-record-high-november-climaxes-best-tnxgiving-week-lehman

- Silver has hit $55 an ounce. That’s crazy. If you have to ask why, you’re not going to make it. I’m not saying there won’t be volatility, and the price may fall, but unlike Bitcoin and crypto, metals are real, have intrinsic value, and have been money for thousands of years. Also, while all commodities are good hedges, metals don’t perish, can survive fire and water, and can be divided and recombined infinitely without losing purity. With the futures market broken, owning metals is the only play there is. If gold and silver are too rich for your blood, buy copper. I recommend 80% of your metals should be in silver, but copper is fine too. Copper is up almost 7% YTD, beating CPI.
source: https://www.bullionvault.com/gold-news/gold-price-news/silver-55-record-cme-comex-112820251 , https://www.reuters.com/world/india/gold-set-fourth-monthly-gain-markets-wager-us-rate-cut-2025-11-28/

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

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

- I don’t have anything to say. Everyone is just going to plug along until the dollar collapses and everything crashes at the same time. It didn’t have to be this way. So many people are going to die, but at least the boomers and Israel got what they wanted, right?

- Nothing is going on in geopolitics, which isn’t surprising since we’re in the holiday season and people are going to want to spend time with their families and not fighting wars. The Ukraine peace plan is dead again, and there’s no evidence that Trump is going to cut Ukraine off. The US doesn’t need Europe’s permission to do anything involving Ukraine, but without Europe, nobody is going to buy our bonds, and that means the dollar collapses, so Europe has leverage over us due to Biden and Trump’s refusal to end the wars and let the markets crash to pretend the empire isn’t over. It’s sad, but par for the course for boomers.
source: https://www.zerohedge.com/geopolitical/regime-change-kyiv-us-peace-plan-demands-ukraine-hold-rapid-elections-after-signing , https://www.zerohedge.com/geopolitical/did-rubio-neo-con-trumps-ukraine-peace-plan , https://www.zerohedge.com/geopolitical/nato-chief-rules-out-russian-veto-ukraine-joining-alliance-erecting-barrier-toward

- So the bottom line is we’re back to “we’ll see” mode, but there is no big decision to wait for or look forward to. The only question is when all of this will crash and burn. The markets are fake. The economy is shit. The government is propping up billionaires to keep wars going that it can’t even win, just to avoid admitting they lost. We really just need the boomers to die already, holy shit. Please, just go to Jesus already.

Happy Thanksgiving

No MMM today, but here is a picture of Celestina and a picture from the book I'm working on that I want to show off.

Don't go too crazy on pie, and enjoy the Black Friday shopping.

The Morning Constitutional: November 26th, 2025
https://www.mgtow.tv/watch/2025-11-26-08-01-26_X8zRrFzyoDO9Qau.html
/watch/2025-11-26-08-01-26_X8zRrFzyoDO9Qau.html

Monkey’s Market Minute: November 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.

- I told you so. The markets ripped today with the headline of “Buy All The Things”. What happened? Nothing, it’s what didn’t happen. I told you that if the market doesn’t crash completely, the normies would pour back in, and I predicted they would pour back in this week, and they did right on schedule. Nothing has improved fundamentally. Everything that caused the sell-off last week is still in play, but if there is no crash, it’s back into the bubble.
source: https://www.zerohedge.com/markets/buy-all-things-theres-dip-buyers-galore-rate-cut-odds-soar , https://www.zerohedge.com/markets/cta-selling-done-citadel-flows-guru-sees-big-volatility-ahead , https://www.zerohedge.com/markets/us-stocks-rallied-amid-tech-strength-and-fed-rate-cut-bets-newsquawk-asia-pac-market-open

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

- The losers in the market today were:
o 1. The VIX
o 2. Natural Gas
o 3. Consumer Staples
o 4. Agriculture Commodities
o 5. Energy
o Everything else was up.

- How long will the rally last? Honestly, I was a bit surprised by the crash last week. Yes, Nvidia is being propped up by fraud, and the government is lying about everything, but “number go up”, and that’s all that matters. Everyone will dump at a notice, but until something breaks, there’s nowhere else to be unless you want to sit in cash for year after year like me.

- In geopolitics, Ukraine is rejecting the US’s peace plan because Europe claims to have Ukraine’s back. All Trump can do now is cut Ukraine off and tell Europe that if they are so set on keeping the war with Russia going, they can pay for everything and figure out how to arm Ukraine with non-existent weapons. Will Trump do that, though? Probably not unless it benefits Israel.
source: https://www.zerohedge.com/geopolitical/ukraine-rejects-key-aspects-trumps-peace-plan-including-giving-territory , https://www.zerohedge.com/geopolitical/europes-counter-plan-ukraine-peace-door-left-wide-open-ukraines-nato-admission

- Japan is provoking China and moving missiles towards Taiwan. However, keep in mind that Japan is broke as hell, and within the swap lines from the US, Japan would financially collapse, so Japan is going to do whatever they’re told, and I guess the Regime is telling Japan to sacrifice itself and provoke China. Japan can’t do shit. They don’t even have a military. Their military is the United States, which can’t do shit either.
- source: https://www.zerohedge.com/geopolitical/japan-deploys-missiles-near-taiwan-china-blasts-right-wing-forces-taking-tokyo

- The final act of the Regime before they admit that Russia defeated them in Ukraine is to steal Russia’s frozen assets and kill the dollar even faster. I think they just realized that the dollar is dying no matter what, so they might as well take Russia’s money because not taking it wouldn’t change anything. It’s several hundred billion dollars, but it’s a trick they won’t be able to do twice. Stupid and petty, but what do you expect from boomers?
source: https://www.cfr.org/article/how-use-russias-frozen-assets , https://www.kyivpost.com/post/64652

- The bottom line is that the markets are not safe, but as long as number go up, normies have nowhere else to go. The wars are a joke, but the Regime can stall. That’s all they’re doing at this point. They’ll stall for the market crash with fraud and bullshit, and they’ll stall the decline of the empire with more fraud and bullshit. When does this end? Who knows? It’ll work until it doesn’t.

Monkey’s Market Minute: November 24th, 2025

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

- The markets are bracing for more losses and begging the FED to cut rates to keep the bubble from popping. Again, I expect the market to recover next week, not because the fundamentals are good, but because the government has to prop up the market because they have no backup plan.
source: https://www.zerohedge.com/markets/goldman-panic-index-nears-record-chase-downside-protection-charts , https://www.zerohedge.com/markets/hartnett-fed-needs-cut-and-bitcoin-will-be-first-sniff-out-coming-fed-capitulation , https://www.zerohedge.com/markets/surge-hedging-signals-traders-increasingly-anxious-years-rally-may-be-over

- JP Morgan attacked Microstrategy, the big Bitcoin company of Michael Saylor, and the cryptards are upset because this signals the end of institutional adoption, which means Bitcoin’s days are numbered. Womp womp, get fucked.
source: https://beincrypto.com/jp-morgan-boycott-microstrategy-epstein/ , https://invezz.com/news/2025/11/21/jpmorgan-flags-mstr-delisting-risk-what-it-means-for-investors/ , https://www.thestreet.com/crypto/markets/michael-saylor-responds-to-jpmorgans-msci-delisting-warning , https://x.com/AshCrypto/status/1992791295493063056

- Michael Burry, who you will recall is closing down his hedge fund at the end of the year and retiring, is opening up a paid Substack instead, which is kind of ironic because he’s basically doing what I’m doing. It’s impossible to operate a hedge fund or be a financial advisor in this bubble environment ethically, so doing a newsletter is the only ethical play until the market begins making sense again. To be fair, Burry is charging $380 a year, and I’m only charging $60, plus you get all my spicy red pill takes on women’s rights, sex dolls, and racism.
source: https://x.com/joinautopilot/status/1992749875117895870

- In geopolitics, Hamas is saying the ceasefire is over because Israel keeps violating it with airstrikes, but Hamas already released all the hostages, so there is nothing they can do to negotiate them to stop. They can just cry about it while nobody does anything. Israel is also conducting air strikes in Lebanon. It doesn’t matter.
source: https://www.zerohedge.com/geopolitical/hamas-threatens-ceasefire-over-amid-rising-israeli-airstrikes , https://www.zerohedge.com/geopolitical/israel-says-it-assassinated-founding-member-hezbollah-fresh-beirut-strike

- There’s nothing else going on. No updates regarding Venezuela. We’ll see what next week brings, but BRICS is playing defensively, so if there is an escalation, it will be due to the Regime, and the Regime may be pivoting, so we’ll see. Israel will consolidate their seizure of the Gaza Strip and West Bank, and possibly southern Lebanon, but that may be slipping away. I was expecting Israel to move much quicker than they actually are, which may show that they aren’t going to achieve much more than finishing off the Palestinians.

Monkey’s Market Minute: November 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 are falling, seemingly for no reason whatsoever. Some people are blaming an algorithm that discovered that Nvidia’s stellar sales were false, and that the entire AI sector is being held up by circular accounting fraud (i.e., the AI circle jerk). Other people are blaming the collapsing Japanese economy, who are forced to allow their bond yields to rise due to its debt, killing the carry trade and easy money of borrowing Japanese money at 0% and investing in US bonds for 4% risk-free.
source: https://www.zerohedge.com/markets/all-hell-breaks-loose-japan-yen-bonds-crash-ahead-gigantic-debt-busting-stimulus , https://www.zerohedge.com/markets/mega-caps-crypto-pumped-dumped-ahead-largest-nov-opex-history , https://www.zerohedge.com/markets/stocks-see-aggressive-selling-fading-post-nvda-upside-and-more-newsquawk-us-market-wrap , https://www.zerohedge.com/markets/stocks-crypto-slammed-nvda-erases-post-earnings-gains

- Another reason for the selloff is that the labor data came in super high, well above expectations, so there are plenty of jobs and the economy is doing great. Nobody actually believes that, but since the government is lying about the labor market, it poisons the well for the FED to cut rates in December. Trump’s ego and desire to be the greatest president ever is causing him to cover up bad economic and labor data, which in turn is sending a message to not cut rates to the FED. After all, if the labor market is doing great and there’s no inflation, why SHOULD the FED cut rates? Everything’s great, and there’s absolutely no crisis happening whatsoever.
source: https://www.cbsnews.com/news/jobs-report-september-2025-economy-trump-hiring-bls/ , https://abcnews.go.com/Business/long-delayed-jobs-report-show-hiring-amid-wobbly/story?id=127668400

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

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

- The hilarious part of this crash is that the markets were green I the morning, and the cryptards were gloating and sharing memes about how the markets were green again, and dunking on Michael Burry, and then they were panicking later that afternoon.
- In geopolitics, Zelensky is agreeing to actually engage in real peace talks with Russia and to stop being a retard. This probably has to do with the exposed imbezzlement, including a literal golden toilet. I think people are done with this shit.
source: https://www.zerohedge.com/geopolitical/zelensky-agrees-engage-us-plan-end-war-which-features-territorial-concessions , https://www.rt.com/news/628083-reuters-us-pressure-ukraine-peace-plan-russia/ , https://www.rt.com/russia/628084-putin-ukraine-golden-potties/

- In the Middle East, Israel has launched its biggest strike against Gaza, violating the ceasefire. The hostages are all returned at this point, so there’s nothing Hamas can do. I’m surprised Israel waited this long. This is probably related to Ukraine. If Israel is going to call off their second war with Iran (because they’d lose) and focus on Gaza, there’s no reason to hold onto Ukraine as a bargaining chip for Russia to throw Iran under the bus (which wouldn’t have worked anyway). Sucks for the Palestinians, but this is how things were always going to go, and Hamas didn’t have a choice. They get the optics victory of proving (once again) that Israel is bad, but nobody is going to do anything about it, so who cares?
source: https://www.zerohedge.com/geopolitical/qatar-warns-gaza-ceasefire-brink-collapse-after-24-hours-israeli-strikes

- No update regarding Venezuela at this time, but Israel's reigniting of the genocide in Gaza may be the Regime’s attempt to start a new war to take the attention off the war they just lost, once again.

- The bottom line is that the markets are probably not going to keep crashing. The AI circle jerk is still in play, and the government has a lot more tools in its belt to prolong the bubble. Things might continue downward or chop sideways, but eventually things will stabilize, and that does NOT mean that everything is safe and it’s time to rotate back into stocks. To rotate back into stocks, we’ll need to see stocks return to sanity and broad market stabilization, not just 10 AI-related companies doing well based on accounting fraud. I really don’t want to stay in cash for another year, but I’m not putting my life savings into the rigged casino.

Monkey’s Market Minute: November 20th, 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 big news is that Nvidia beat expectations with their earnings due to the AI circle-jerk and all their chips being sold off before they’re even manufactured. I was wondering if Michael Burry knew something I didn’t, and that maybe the AI bubble was going to crack for some reason despite the AI circle jerk and the promise of bailouts, but no, Michael Burry just lost a lot of money again shorting Nvidia. You can’t win in the rigged casino. This is probably why he’s shutting down his hedge fund. I was rooting for him to go out with a bang, but c’est la vie.
source: https://www.zerohedge.com/markets/gpus-are-sold-out-nvidia-soars-after-blowing-away-results-projections

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

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

- Despite Nvidia’s earnings beat, the sector is still looking bad. How much longer will the AI circle jerk continue? Eventually, the money has to actually materialize from somewhere to pay for all of this unless the US government actually guarantees OpenAI’s loans.

- In geopolitics, there is a rumor that Trump is forcing Zelensky to make concessions to Russia and actually engage in some serious peace talks, and not just waste everyone’s time and stall for Israel. Why now? Perhaps Israel has given up on Iran, and there’s no point holding onto Ukraine as a bargaining chip any longer, especially with the midterms next year and Ukraine being one of Trump’s many failed promises. Who can say, but this is a good sign because it might mean the Regime is taking an L for once.
source: https://www.zerohedge.com/geopolitical/russia-feels-its-being-heard-trump-advancing-secret-28-point-plan-end-ukraine-war , https://www.zerohedge.com/geopolitical/witkoff-zelensky-erdogan-meet-turkey-effort-jump-start-peace-talks-again

- In Venezuela, Maduro is seeking a meeting with Trump officials. He’s already offering access to Venezuela's oil to US companies, and with the strategic partnership ratified with Russia, this is a good deal Trump can take and look like he won. It means giving up on kicking BRICS out of South America, but that wasn’t going to happen anyway. If I were Trump, I’d make a deal, get a little oil, and go home and pretend like this was all 4D chess the entire time. In reality, BRICS will have reinforced its allies in South America, and will be a boost to Russia’s ability to protect its allies from the US, even on the other side of the world. A win for BRICS, but Trump got something out of it too, so he can act like it was a win/win, which is how to appease Trump’s ego when trying to negotiate with him.
source: https://www.zerohedge.com/geopolitical/venezuelas-maduro-seeks-face-face-talks-trump-officials

- The bottom line is that the markets are still fake and gay, and it only ends when the AI circle jerk does, but I highly suspect the government will bail it out because if the markets crash, the wars end, and the empire falls. Michael Burry should have known that. Sucks to suck, I guess. Whether or not Ukraine and Venezuela end soon has yet to be seen. The Regime taking an L would mean we’re closer to the end of the cycle, and we may be in the clear for escalation and nuclear war, so that would be a good thing, but I’m suspicious because boomers never take the L.

The Morning Constitutional: November 19th, 2025
https://www.mgtow.tv/watch/the-morning-constitutional-november-19th-2025_LEk9ggXPoNlUC5p.html
/watch/the-morning-constitutional-november-19th-2025_LEk9ggXPoNlUC5p.html

Monkey’s Market Minute: November 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.

- JP Morgan is blaming the falling market on the FED not printing more money and making more cash available to banks to fund more debt and leverage in the market. So again, Wall Street needs a bailout, to hell with the inflation.
source: https://www.zerohedge.com/markets/top-jpm-trader-repo-stress-has-been-main-reason-market-reversal-and-what-happens-next

- Gold is back up near its record highs, and it’s come out that China has been buying 10X the gold they’ve been reporting.
source: https://www.zerohedge.com/sponsored-post/4080-gold-buy-sell-or-something-better , https://www.zerohedge.com/news/2025-11-17/central-banks-are-loading-gold-what-happens-if-they-stop , https://www.zerohedge.com/news/2025-11-17/17250-gold-inevitable-billionaire-lassonde-says-were-life-changing-period , https://www.zerohedge.com/markets/ft-confirms-our-report-2024-china-buying-10x-more-gold-officially-disclosed

- There has also been a lot of talk about how tariffs don’t raise inflation based on 150 years of data, but the issue is that Trump is using tariffs in a different way. Traditionally, tariffs are a tax on imports to make them more expensive so domestic alternatives can compete. They’re not meant to be an economic weapon to force countries to stop doing business with Russia or else face 100% tariffs when there are no domestic alternatives for people to buy. This isn’t tariffs, it’s economic warfare, and since there are no domestic alternatives, consumers will simply be forced to pay more, which IS inflationary. Think of it this way: if Pepsi is taxed by the government at 100% and doubles in price, but Coke remains the same price, people will just switch to drinking Coke, and the amount of spending on cola won’t change much because Coke didn’t go up, only Pepsi. That’s how tariffs don’t cause inflation. Now imagine if the government tariffs a product that can only be imported, and there is no alternative? Prices would just go up. Why would the government do this when it doesn’t create any jobs and just raises prices? Because Trump is simply using tariffs as an economic weapon to try to hurt BRICS, and failing.
source: https://www.zerohedge.com/economics/150-years-data-upend-economic-orthodoxy-fed-study-finds-tariffs-lower-not-raise-inflation

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

o The losers in the market today were:
 1. Natural Gas
 2. Crypto
 3. Bitcoin
 4. Financials
 5. Energy
 6. Information Technology
 7. Materials
o Not much to say. A lot of pundits are trying to call the bottom so they can look smart, but unless Trump announces bailouts, it’s going to keep falling.

- In geopolitics, the new female Japanese Prime Minister, who was supposed to be super right-wing and anti-immigrant, is just provoking China and doing what the Regime wants and doesn’t seem to be doing anything about the immigrant problems, which is what she was elected to do. Tell me if you’ve heard this song before. Japan is in serious economic trouble, so it likely had to swear loyalty to Israel and do whatever the Regime told them to do. Many such cases. If only we took women’s rights away, we wouldn’t have these sorts of problems.
source: https://www.zerohedge.com/geopolitical/threats-sanctions-economic-warfare-japan-china-relations-sink-decades-low

- The bottom line is that I’m waiting for Trump to bail Wall Street out, and I don’t know what he’s waiting for. He met with Wall Street CEOs the other week privately, so something is cooking. I couldn’t tell you what he’s waiting for. Maybe for the FED to announce rate cuts, who knows?

Monkey’s Market Minute: November 17th, 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 strangely quiet on crypto falling, and even long-term whales are selling their entire crypto portfolio. For what it’s worth, Bitcoin was slightly up today (less than a percent), but it’s essentially flat, and with the media silent and nobody pumping it, it’s not looking good for those of you who thought you were smarter than me. Enjoy the ride down, I guess.
source: https://www.livemint.com/market/cryptocurrency/bitcoin-price-today-token-sinks-to-six-month-low-below-93-000-wiping-out-over-30-ytd-gains-ether-solana-decline-11763357031323.html , https://www.coindesk.com/markets/2025/11/14/bitcoin-slides-below-usd95k-in-worst-week-since-march-analyst-sets-downside-target-at-usd84k

- There’s more talk of the government bailing out the AI sector because now it’s an “arms race” against China, so the AI sector is “too big to fail”. Utterly predictable, but it’s actually likely to happen because the Regime has no other plan. AI was their only hope to “grow their way out of this,” as they spent over half a trillion dollars while the government was shut down. Let me repeat that because it bears repeating. The government was shut down, and during that time, the government added over half a trillion dollars to the debt. That’s how fucked we are.
source: https://www.zerohedge.com/markets/what-right-way-think-about-ai-build-out-late-1990s-industrial-buildout-or-another , https://www.zerohedge.com/markets/hedge-fund-cio-everyone-positioning-2026-when-trump-will-do-everything-imaginable-win , https://www.zerohedge.com/markets/us-debt-rose-620-billion-during-government-shutdown

- Corporate bankruptcies are at a 15-year high, surpassing even that of COVID when the government shut down the entire economy.
source: https://www.zerohedge.com/markets/corporate-bankruptcies-pace-15-year-high-more-isolated-incidents-occur

- In geopolitics, Mexico is turning on its Jewish President, led by Zoomers who spray-painted “Jewish Whore” in Spanish on the gates of the national palace. I don’t know what specifically is going on in Mexico. There are reports of local politicians being killed by the cartels and the government not really doing anything about it, but I suspect there’s more to the story. I admit that Mexico hasn’t been on my radar, but I’ll keep my eye on it and see if I can find what’s going on down there.
source: https://www.zerohedge.com/geopolitical/beginning-revolution-populist-revolt-shocks-mexico

- There is a leaked memo that links Venezuela to chemical weapons, and the media is already rolling their eyes and making comparisons to Iraq and their lies about “WMDs” that weren’t there. This is why they leak these sorts of things, to gauge the public’s reaction, and if it’s negative, they just quietly memory-hole it.
source: https://www.zerohedge.com/geopolitical/secret-us-memo-links-venezuela-chemical-weapons-threat , https://www.zerohedge.com/geopolitical/could-small-venezuelan-island-be-real-reason-behind-us-militarys-caribbean-buildup

- The bottom line is that, as far as the market is concerned, it’s looking like a lot of people are selling, but my gut tells me Trump won’t let the market crash because it means the end of the wars and the empire. Then again, I didn’t think Biden was going to drive OPEC into BRICS and kill the petrodollar either, so maybe Trump is just a dumbass who loves Jew cum, and doesn’t really know what he’s doing.

Monkey’s Market Minute: November 14th, 2025

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

- The markets shit the bed today because the government reopening didn’t actually mean anything, because the government being shut down didn’t mean anything either. Was your life even affected in any way when the government was shut down for over 40 days? Did you even notice? If the answer was “no”, why would the government reopening make a difference?
source: https://www.zerohedge.com/markets/big-reopening-vote-triggers-bloodbath-bitcoin-big-tech-rate-cut-odds-tumble , https://www.zerohedge.com/the-market-ear/wrap-puke-small-cap-tech-crashes-vol-pops-crypto-cracks-gamma-bites

- There’s another elephant in the room, which is causing the AI bubble to wobble, and that’s China and the new Kimi AI that nobody saw coming and everyone is pretending to ignore.
source: https://www.zerohedge.com/markets/us-stocks-sold-led-tech-weakness-amid-concerns-about-valuations-and-ai-race-china-newsquawk , https://www.zerohedge.com/markets/whats-driving-equity-market-weakness-morning , https://www.aljazeera.com/economy/2025/11/13/chinas-ai-is-quietly-making-big-inroads-in-silicon-valley , https://www.scmp.com/tech/tech-trends/article/3332507/attention-deficit-reorder-how-chinas-ai-start-ups-are-rewiring-way-models-remember

- Michael Burry is retiring and shutting down his hedge fund. He’s not bankrupt or anything; he’s just moving on to “better things” in his own words. I’ll miss him. He’s liquidating his fund at the end of the year and returning all capital to his investors.
source: https://www.reuters.com/sustainability/sustainable-finance-reporting/michael-burry-big-short-fame-deregisters-scion-asset-management-2025-11-13/ , https://fortune.com/2025/11/13/the-big-short-investor-closing-scion-ai-bubble-depreciation-explained/

- The winners in the market today were:
o 1. Natural Gas
o 2. Brent Crude Oil
o 3. WTI Crude Oil
o 4. Energy
o Everything else was down.

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

- Commodities aren’t a hedge against the crash; nothing is. Cash will crash the least, but will continue to lose value due to inflation, so it’s all screwed.

- In geopolitics, the Pentagon is briefing Trump on his “military options” against Venezuela for the “coming days”. It looked like Trump was going to back down from the Venezuela nonsense and use his crashing poll numbers to pivot from starting more wars to focusing on domestic problems like the people elected him for, but perhaps not. It doesn’t matter either way. If the Regime pulls the trigger, they’re underestimating Russia again. Russia ratified the strategic partnership with Venezuela, and its reputation will be on the line. If they can’t protect Venezuela from the US’s “regime change” operations, several nations that would otherwise join BRICS will be too scared to do so out of fear of inviting the US’s wrath. That’s all that’s on the line as far as Russia is concerned, so it’s medium risk, high reward. For the US, it’s high risk, low reward. If they win, they don’t actually gain much, but if they lose, and losing simply means Moduro holds on to power, the Regime is FUUUUUUUUCKED.
source: https://www.zerohedge.com/geopolitical/pentagon-briefs-trump-military-options-against-venezuela-coming-days , https://www.zerohedge.com/geopolitical/colombia-joins-britain-suspending-intel-sharing-us

- The bottom line is that, despite the market activity today, I fully expect a government bailout. The Regime is in too deep, and they have no backup plan. AI was their only chance to “grow our way out of this” and for the boomers to relive the glory of the “Space Race”, and if there’s one thing the boomers won’t do is admit they lost and cut their losses early. They’re going to double, triple, quadruple, and septuple down and dig their grave all the way through the Earth and come out the other side in China. Long story short, I expect the bubble to be salvaged and maintained by any means necessary. I’m not saying to buy the dip, though. The casino is rigged, and I’m not betting my life savings on this shit.

Monkey’s Market Minute: November 13th, 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 enthusiasm for the government reopening is beginning to fade as people are beginning to realize that the government being shut down didn’t change anything, and the government reopening changes even less, and all the problems in the AI sector are still there.
source: https://www.zerohedge.com/markets/bitcoin-black-gold-battered-bonds-bullion-bid-ai-angst-builds , https://www.zerohedge.com/markets/stocks-mixed-ahead-house-vote-government-shutdown-newsquawk-us-market-wrap , https://www.zerohedge.com/markets/retail-stock-buyers-are-courageously-climbing-wall-worry , https://www.zerohedge.com/markets/oracle-first-ai-domino-drop-after-barclays-downgrades-its-debt-sell , https://www.zerohedge.com/markets/why-you-should-be-skeptical-about-stock-rally

- The winners in the market today were:
o 1. Gold
o 2. The VIX
o 3. Healthcare
o 4. Financials
o 5. Materials
o 6. Natural Gas
o 7. Utilities

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

- Not much to add. The rally caused by the government reopening was a bit irrational, given that the shutdown itself barely impacted anything in the first place.

- In geopolitics, there is an article about how Trump is trying to box in Iran with the help of Azerbaijan and Turkey, and that the US is trying to resurrect a central-Asian pipeline to get oil to Europe while bypassing Russia and Iran. This is doomed to fail. BRICS has Asia locked down. Some of these poor and unimportant countries, like Azerbaijan, are willing to take the US’s money, but they’re not going to pick a fight with BRICS. This article is delusional.
source: https://www.zerohedge.com/geopolitical/trans-caspian-pipeline-resurrected-washington-plots-return-central-asia

- While this next bit isn’t globally significant, AfD, the center-right opposition party of Germany, said they were going to send a representative to the BRICS meeting, and today the German government shut down their bank accounts. Again, this isn’t globally significant as it changes nothing, but it’s interesting watching how pants shittingly terrified the Regime is of its vassals meeting with BRICS.
source: https://x.com/MarioNawfal/status/1988607717817381071

- The bottom line is that nothing really happened today. Maybe it was because it was a holiday (Veterans Day) or something. It’s okay, a quite uneventful day isn’t the worst thing.

Monkey’s Market Minute: November 11th, 2025

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

- The government isn’t quite reopened, but the deal passed the Senate and is heading to the House, and the stock market went on on optimism that the government can keep those bailouts coming.
source: https://www.zerohedge.com/markets/us-stocks-gained-government-reopening-hopes-newsquawk-asia-pac-market-open , https://www.zerohedge.com/markets/big-tech-bullion-bitcoin-bid-washington-wobble-worries-fade , https://www.zerohedge.com/political/senate-eyes-monday-passage-shutdown-bill-johnson-thinks-house-has-votes

- Trump may inadvertently do something useful. He’s pushing hard to get nuclear energy back online in America because the AI companies need more energy than America can provide. Even a broken clock, right?
source: https://www.zerohedge.com/markets/trump-admin-lend-hundreds-billions-build-nuclear-power-plants , https://www.zerohedge.com/markets/microsoft-cant-power-all-its-ai-chips-says-ceo-satya-nadella

- The winners in he market today were:
o 1. Gold
o 2. Information Technology
o 3. Bitcoin
o 4. Communications Technology
o 5. Broad Commodities
o 6. S&P 500 Index
o 7. Consumer Discretionary

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

- Basically, with the government propping up and bailing out the market, it’s a “sure thing” unless the government is shut down and they can’t bail you out, but with the government reopening until February 2026, bailouts are guaranteed, and the government won’t even wait for a crash. They’ll pre-emptively bail you out, so just keep “trusting the plan” until the government causes a total financial collapse with their greed and stupidity. Please note the quotation marks around “sure thing”.

- No updates in geopolitics. Nothing going on to report anywhere. Some Republicans are begging Trump to stop fighting all these wars for Israel and to focus on Americans. LOL, LMAO even!
source: https://www.zerohedge.com/geopolitical/100-christian-leaders-urge-trump-save-syrias-christians-he-hosts-president-sharaa , https://www.zerohedge.com/geopolitical/latest-us-attacks-drug-boats-brings-total-19-conservatives-urge-trump-stop-foreign

- So the bottom line is that there isn’t anything to report that I didn’t predict yesterday. I’m glad Trump is pushing for nuclear energy, even if it’s only to prop up the AI bubble, but it’ll take years to build even a single nuclear reactor, and shit will crash before then, but at least he’s doing something good for Americans, even if it’s for the wrong reasons.

Monkey’s Market Minute: November 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 Democrats made a deal to reopen the government. The Democrats got all fired federal workers rehired with back pay, and full funding of food stamps through 2026 in exchange for reopening the government for two months. Yes, they’re only going to reopen he government until January 30th, 2026, so they’ll get two months and some change before the government shuts down again, but they’ll get food stamps funded for the rest of the year. All in all, it doesn’t look like the Republicans cucked on the healthcare for illegal aliens, so that’s surprising. The government being reopened, even if only for two months, is being welcomed as bullish.
source: https://www.zerohedge.com/political/shutdown-breakthrough-dems-ready-deal-thune-hopeful-thanksgiving-travel-looms

- Next, Trump is reviving talk of the $2,000 “tariff dividend” stimmy checks. Now, the thing is that the government is still running record budget deficits. There isn’t a surplus of cash being taken in by the tariffs; the tariffs are a drop in the bucket compared to what the government is spending, so this is just more welfare and more stimmy checks. This, combined with the 50-year mortgage plan, is just Trump trying to keep the bubble going a little longer with more stimmies and more debt. I told you that Trump had to keep the bubble inflated. If the bubble pops, the economy crashes, and the wars end, so strap in for stagflation.
source: https://abcnews.go.com/Politics/trump-hell-issue-2000-tariff-dividend-except-high/story?id=127356839

- Something I talked about on the show but didn’t provide a source for is that the government under Trump is making up, I mean “estimating” more and more of the prices that make up the CPI. This is entirely intentional as prices are a click away, but the government is going to use this black box of estimated prices to hide the inflation, so even though inflation will be seen and felt, the numbers will come in low, and THAT is the government’s solution to inflation, just gaslight you about it and hope you don’t notice. To put things into perspective, we’ve gone from less than 10% of CPI being estimated to 40% in less than a single year under Trump to maintain this bubble.
source: https://www.reuters.com/world/us/us-consumer-prices-rise-slightly-less-than-expected-september-2025-10-24/ , https://x.com/KobeissiLetter/status/1987321740872327300

- Bitcoin is way up today, and I fully expect a rally due to the government reopening alone. The $2,000 stimmies may be bullshit. Trump has promised them before, and nothing came of it. What does the government's re-opening fundamentally change? Nothing, but I expect a rally anyway, because bailouts are the new narrative. As long as investors believe bailouts are coming, the market won’t fall (much).

- There isn’t anything to report geopolitically. There was a fake report circulating about Venezuela regarding Maduro stepping down to avoid a war with the US, but that makes no sense whatsoever, and the only source is Newsweek, with no proof provided whatsoever, so it’s bullshit. I could tell it was bullshit just because the move makes no sense, but the Regime does love its gaslighting and propaganda, don’t they?
source: https://www.zerohedge.com/geopolitical/maduro-open-managed-exit-if-trump-provides-amnesty-putin-standby-military-aid

- So the bottom line is that nothing is happening except the government is being reopened for a couple of months to get us passed the holidays, and that’s about it. Everything else isn’t looking good, but I expect a rally at least early in the week on the government re-opening news. Nobody is talking about the new Kimi AI, but it doesn’t matter if we lose the AI war because government bailouts are coming! I’ll be watching Venezuela for any news, and I’m also seeing if Israel is dumb enough to attack Iran, but I doubt it, at least for now. They’re going to finish things with Gaza, the West Bank, and likely Lebanon first, so Venezuela is likely the next show to drop unless Trump realizes that a war with Venezuela is too high risk, low reward, and memory holes it, but we’ll see.

Monkey’s Market Minute: November 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.

- It was another bad day in the markets as the AI bubble isn’t looking so good, and the government didn’t make any announcements of bailouts to calm investors, so they’re beginning to panic. They expect the government to announce bailouts and loan guarantees any day now, but it hasn’t happened yet, and people aren’t “trusting the plan” any longer.
source: https://www.zerohedge.com/markets/ai-no-longer-buy-everything-trade-goldman-traders-see-zero-sum-game-emerge-huang-warns , https://www.zerohedge.com/markets/us-stocks-were-sold-amid-weak-labour-data-proxies-and-ai-concerns-newsquawk-asia-pac-market , https://www.zerohedge.com/markets/risk-trade-soft-job-proxies-while-ai-concerns-mount-newsquawk-us-market-wrap

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

- The losers in the market today were:
o 1. Crypto
o 2. Bitcoin
o 3. Consumer Discretionary
o 4. Information Technology
o 5. Agriculture Commodities
o 6. S&P 500 Index
o 7. Communications Technology

- Yesterday’s rally was caused by investors expecting Trump to announce bailing out AI and offering loan guarantees, but nothing happened. The only reason “bad news is good news” is that investors expect government bailouts whenever something bad is brewing. No bailouts means they’re fucked.

- In geopolitics, Trump continues his streak of caring more about Israel than America by touting the expansion of the Abraham Accords with the joining of Kazakhstan, which has normalized relations for 30 years. This move was completely meaningless, but it’s something Trump can claim he accomplished, again for Israel, not the United States. This is really all he’s going to do, isn’t it?
source: https://apnews.com/article/us-israel-kazakhstan-abraham-accords-5bf062712bd7bb326640bd78ba505d19

- Nothing else to report. Frankly, I wasn’t expecting anything to happen at all as we head into the holidays, and I’m very surprised that Trump hasn’t announced some major bailouts and loan guarantees for the AI sector. Maybe they’re waiting until after a washout to make some money, but frankly, they HAVE to bail out the AI sector because if it crashes, everything crashes, and the wars end, and Israel still needs Trump to fight its wars for it, so the wars can’t be allowed to end. I fully expect Trump to announce to support for the bubble if it continues to struggle, and I’m surprised it hasn’t happened already.

- The bottom line is that we’re back to “we’ll see” mode regarding Venezuela and the AI bubble. Will the US pull the trigger and bet everything on a war in South America against a well-armed Russian proxy? Will Trump bail out the AI sector and kill his base once and for all as he sucks Israel’s dick dry? We’ll see.

Monkey’s Market Minute: November 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.

- Nvidia and OpenAI are begging the government to guarantee their loans and bail them out with direct government money to keep the bubble from popping, in case you’re wondering where we are right now. The problem is that Trump is convinced that AI is going to somehow magically allow the US to defeat BRICS, so he will likely be open to the idea of bailing out Nvidia and OpenAI until there is a massive chimpout over this obvious bailout for billionaires while the American people are suffering in stagflation. It’s gonna get spicy.
source: https://x.com/zerohedge/status/1986267775984091382 , https://x.com/DowdEdward/status/1986199066238460129 , https://x.com/yieldsearcher/status/1986195161991291228 , https://www.zerohedge.com/markets/openai-cfo-disappointed-market-doesnt-have-more-ai-exuberance-seeks-us-government-backing , https://www.zerohedge.com/markets/big-short-20-deutsche-bank-reportedly-starts-shorting-ai-stocks-hedge-data-center-risks

- The big winners in the market today were:
o 1. Bitcoin
o 2. Crypto
o 3. Consumer Discretionary
o 4. Gold
o 5. Communications Technology
o 6. Industrials
o 7. Healthcare

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

- Remember that bad news is good news. OpenAI and Nvidia begging for government bailouts is bullish because the market has been fake, gay, and run by the CIA since 2023. Surely the bailouts and bullshit will only continue as the bubble gets reinflated into stagflation, right?

- No updates in geopolitics since earlier today when I did the show, and I have nothing more to add. It’s worth pointing out that if the economy crashes, the wars end, so it’s all related.

- The bottom line is that expect the government to bail OpenAI and Nvidia out because if the bubble pops, that’s the end of the wars. There’s too much on the line, and they’re already in too deep to quit now. Besides, what about Israel? We can’t abandon our greatest ally when they’re so close to fulfilling the prophecy of Greater Israel, can we?

Monkey’s Market Minute: November 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.

- There isn’t much to report for the markets. The AI circle jerk keeps getting bigger with Amazon and the UAE (as in the country) joining the AI circle jerk.
source: https://www.zerohedge.com/markets/were-seeing-demand-explode-microsoft-invest-79-billion-uae-ai-infrastructure , https://www.aboutamazon.com/news/aws/aws-open-ai-workloads-compute-infrastructure

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

- The losers in the market today were:
o 1. Bitcoin
o 2. The VIX
o 3. Communications Technology
o 4. Materials
o 5. Bonds
o 6. Industrials
o 7. Financials

- What can I say? The markets aren’t going to make sense until the big crash, and the government is going to do everything it can to prevent that from happening to keep their wars going and pretend that their empire isn’t collapsing.

- In geopolitics, there is no update regarding the situation in Iraq at this time. Israel is heightening border security “amid growing threats from Iraq”, which doesn’t make sense. What the fuck is going on in Iraq? All I can find is the PM saying that all US troops will leave Iraq by September 2026, but we all know the US doesn’t want to leave, which kind of confirms my suspicion that Iraq has been making calls to Russia to see if they can get a “strategic partnership” too so America will fuck off, and that’s what this is all about, but no confirmation at this time, it’s just a hunch.
source: https://www.i24news.tv/en/news/israel/defense/artc-israel-heightens-border-security-amid-growing-threats-from-iraq , https://www.timesofisrael.com/liveblog_entry/iraqi-pm-says-all-us-troops-will-withdraw-by-september-2026-since-there-is-no-isis/

- In Venezuela, analysts are betting on the US going for an Iranian-style decapitation strike despite the Russian strategic partnership and Russian assets in the area. This is a BIG moment for the Regime. If they pull the trigger on the war with Venezuela and fail, that’s it, their empire is fucked. Everyone will rush to join BRICS to get the US off their asses. Fear is the only thing keeping countries loyal, but that fear is predicated on the belief that Russia and China can’t help them. Sure, they can defeat NATO in their own backyard, but they can’t protect you from the United States halfway across the world. If Russia proves it CAN protect its allies halfway across the world from the US, the world will no longer fear the Regime, and the empire will collapse, period. It looked like the US was backing down and pivoting to Nigeria, but they may risk everything and attack Venezuela anyway. Russia just showed off its drone torpedoes, which are effectively kamikaze submarines that can sink a carrier. Do you think Russia was showing those off to use them in Ukraine, which has no navy to speak of? What do you think those kamimake submarine drones were designed to sink?
source: https://www.zerohedge.com/geopolitical/russia-closely-monitoring-venezuela-crisis-us-builds-16000-troops-coast , https://www.newsweek.com/russia-warns-us-over-military-buildup-venezuela-10980013 , https://www.marineinsight.com/shipping-news/russia-launches-new-nuclear-submarine-khabarovsk-capable-of-wiping-out-nations/

- Israel is threatening to occupy more of Lebanon, but we all already saw this coming, so there’s nothing else to talk about. Iran is prepared for war, which will either happen or not, depending on what happens in Venezuela. If the Regime wins in Venezuela, similarly to Syria, then Iran is next. If Venezuela ends similarly to Iran or Yemen, the Regime just Yeed their last Haw, and you’ll see a global realignment towards Russia and China as soon as next year.
source: https://www.zerohedge.com/geopolitical/israel-charges-lebanon-dragging-feet-disarming-hezbollah-threatens-deeper-escalation

- The bottom line is that I’ll be watching Venezuela closely, as this could be where the Regime dies. However, nothing may happen in 2025, only preparation. These things take time to set up, especially with so much on the line. Maybe they learned their lesson about going off half-cocked like they did with Iran, or maybe they’ll underestimate their enemies yet again, and it will be their last mistake. Exciting times.

Monkey’s Market Minute: November 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.

- We have some breaking news, and there isn’t a lot of information going on, but I have a strong hunch that I know what’s going on. The Regime is preparing a sudden attack on the government of Iraq and warning the Iran-backed militias not to respond. What’s going on? Again, this is breaking news, but recall that the government of Iraq voted for the US to leave their country, and the US told them “no” and is squatting on their land, occupying that country illegally. Iraq has been putting up with this for years, but now that the Regime has been losing war recently, and Russia ratified its strategic partnership with Venuzseula, causing the Regime to pivot to Nigeria for some reason, the Iraqi government is probably making some phone calls to Russia and inquiring whether they’ve got any more of those “strategic partnerships” left for them. This could be a black swan event because the Regime was not expecting rebellion from their conquered Iraqi vassals.
source: https://x.com/Megatron_ron/status/1984983487485481124 , https://www.france24.com/en/live-news/20251103-iran-banking-on-iraq-vote-to-retain-regional-influence , https://x.com/GeoWatch4u/status/1985003771374817608

- I could be totally wrong about what’s going on in Iraq, but I have more evidence, this time involving Iran: Satellite images show activity at the Iranian nuclear sites, and the Iranian president confirmed today that they’re rebuilding them. The operation in Iraq could be related to Iran, but according to the Iraqi Defense Minister, Iraq is being told not to respond to an “impending operation in the region”. I doubt they’re preparing to attack Iran, but we just don’t know what’s going on right now. It’s either Iran-related or the Iraqi government is reaching out to Russia for support, and these “impending operations” are to stop that from happening.
source: https://x.com/GeoWatch4u/status/1985003771374817608 , https://www.newsweek.com/iran-nuclear-update-satellite-images-activity-10978385

- Before this whole Iraq/Iran operation came out of nowhere, I was going to point out that the Regime’s new war that they’re starting because they are backing down in Venezuela is Nigeria. Trump is pretending to care about inter-religious killings happening in Nigeria between Muslims and Christians, but the truth is that the Regime is looking for an easy “win” to show they aren’t weak, and so they’re picking on an African country of all things. That’s how bad things are going. However, this business with Iraq (and possibly Iran) will likely mean whatever nonsense the Regime was hoping to accomplish in Nigeria will be postponed, but this fits the Regime’s MO to start a new war whenever they lose a war, so that nobody talks about the wars they’ve lost, only the new war they’re starting.
source: https://www.zerohedge.com/geopolitical/trump-threatens-us-military-action-nigeria-over-killing-christians , https://www.zerohedge.com/geopolitical/maduro-urgently-seeks-military-aid-russia-china-us-bulls-eye-venezuela

- As far as the markets go, with the Chinese trade war trilogy over for now, there is nothing on the horizon for 2025 to derail the bubble economy, and November/December tend to be good months for the market due to increased consumer spending for Christmas and Thanksgiving. However, people are really hurting due to the stagflation the government is covering up, and with people losing their food stamps on top of that, consumer spending might be much lower than expected. However, those numbers won’t be published until January, so even if all of that is true, the stock market should be fine through the remainder of 2025.
source: https://www.zerohedge.com/markets/hartnett-five-tells-go-short-bubble-market , https://www.zerohedge.com/markets/priced-perfection-stocks-blowing-away-estimates-getting-no-reward , https://www.zerohedge.com/markets/only-way-bessents-plan-will-work-if-tech-advances-become-non-linear

- Let’s look at Bitcoin since the crypto markets are open during the weekend to see if normie sentiment is positive or negative. Bitcoin was DOWN over Sunday, which could mean a bearish market next week, but who knows? The markets are fake, gay, and controlled by the CIA.
source: https://finance.yahoo.com/news/bitcoin-price-chart-still-screams-092319224.html

- The bottom line is that this operation in Iraq is sudden and surprising, and I’m curious if this is Iran-related or Iraq-related because either one is bad for the Regime, but Iraq rebelling is worse, but we’ll see what this is all about pretty soon, I’m sure.

Monkey’s Market Minute: October 31st, 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.

- Here is the spooky summary of the tricks and treats from the US-China trade deal worked out the other day between Trump and Xi:

o China will buy American soybeans, which isn’t a big deal because it’s not Brazil’s harvest season anyway.
o The US will end export restrictions on Chinese companies in exchange for China not expanding the rare earth export controls for 1 year.
o Rare earth export controls that went into effect before October 9th will remain in effect.
o The US will end its targeting of Chinese shipbuilding and fentanyl, and lower tariffs to the level of the EU.
o The US and China will meet in 2026 (rumor is currently around April) to review and continue discussions.

- So China got the US to rescind essentially everything it imposed on China in exchange for most rare-earth restrictions being delayed, but not all of them. The only “win” for the US is China agreeing to buy soybeans and help out US farmers, but as previously stated, it’s not Brazil’s harvest season, so China is fine buying US soybeans. They only stopped because of Trump’s tariff bullshit and threats to fine Chinese shipping, but since the US is dropping that, all is well. This is an unambiguous win for China to anyone who isn’t willfully buying the propaganda, but speaking of which…
source: https://www.rt.com/business/627160-china-outcome-us-trade-deal/ , https://www.zerohedge.com/markets/trump-hails-amazing-xi-meeting-trade-concessions-us-soybean-farmers-win-china-eases-rare

- The markets dumped today. The media is blaming a lack of Post-Powell bounce, as if the FED not already confirming another rate cut in December is the problem, but I believe it’s because Trump objectively lost the trade war with China. They’re trying to play it off as a win for American farmers, but this trade war has been Trump’s big project (other than sucking off Israel), and after 10 months of back-and-forth trade talks and threats, Trump got served a fat “L” and anyone telling you otherwise is coping.
source: https://www.zerohedge.com/markets/hindenburgs-horrible-credit-trump-china-deal-spark-pre-halloween-horrors-big-tech-bitcoin , https://www.zerohedge.com/markets/equity-weakness-extends-wake-big-tech-earnings-and-trumpxi-meeting-newsquawk-us-market-wrap

- The winners in the market today were:
o 1. Natural Gas
o 2. Gold
o 3. Broad Commodities
o 4. Real Estate
o 5. The US Dollar
o 6. Financials
o 7. Healthcare

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

- The markets might completely flip tomorrow. It’s been one of those weeks.

- There’s nothing to report for geopolitics other than what was already discussed regarding the US-China trade talks. Israel is violating the ceasefire in Gaza again, and also moving forward with attacks on Lebanon, which are both things we saw coming a mile away and mean nothing. Again, Israel will annex both Gaza, the West Bank, and southern Lebanon, and that’s it. That’s where “Greater Israel” ends because they have no way to defeat Iran, and the Regime is losing power and influence by the day, so that’s their best-case scenario.
source: https://www.zerohedge.com/geopolitical/fresh-israeli-strikes-again-test-trump-brokered-gaza-deal

- Venezuela has largely fallen out of the news cycle. We’ll see if that sticks. The US will still continue to blow up boats and use its economic leverage to pressure Venezuela, but all the talk about invading Venezuela and seizing its oil will likely be quietly memory-holed since Russia ratified its strategic partnership with Venezuela, and the US was probably hoping Russia would delay in ratifying the agreement, like they did with Iran.
source: https://thehill.com/homenews/senate/5582059-democrats-seek-legal-rationale/

- The bottom line is that the fallout of China winning the trade war is being slowly digested by those who know, and is confusing the normies who are being told by the TV that Trump won and don’t understand why the markets dumped today. Anyway, Happy Halloween!

Monkey’s Market Minute: October 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.

- The FED cut rates by 0.25% but warned that another cut in December wasn’t guaranteed, and the markets panicked.
source: https://www.zerohedge.com/markets/fomc-31 , https://www.zerohedge.com/markets/stocks-bonds-and-bitcoin-battered-after-powell-trapdoors-markets-says-december-cut-not-set , https://www.zerohedge.com/markets/dollar-and-yields-rally-powell-pushes-back-against-december-rate-cut-newsquawk-us-market

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

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

- They got a rate cut, but they didn’t get 2 rate cuts, so the markets tanked. That’s all.
- In geopolitics, Russia followed up its missile tests the other day with a new drone torpedo capable of sinking an aircraft carrier and causing “radioactive tidal waves”. Trump responded by announcing that the US will begin testing its nukes too, then stomped his feet and pouted like an orange baby.
source: https://www.zerohedge.com/geopolitical/putin-hails-test-nuclear-super-torpedo-capable-unleashing-radioactive-tidal-waves , https://www.nbcnews.com/politics/national-security/trump-orders-pentagon-begin-testing-nuclear-weapons-immediately-rcna240681 , https://www.rt.com/russia/627117-putin-new-weapons-recap/

- The meeting between Trump and Xi is happening, and we’ll see what the US gives up to appease China while trying to gaslight everyone into thinking Trump won the trade war he started three times and cucked each time.
source: https://www.rt.com/news/627129-trump-xi-summit-korea/ , https://www.zerohedge.com/markets/trump-secures-trade-deal-south-korea-china-signals-willingness-cooperate-ahead-bilateral

- The bottom line is that Russia's development of new super weapons is a welcome development. Hopefully, the Venezuela nonsense will quietly be memory-holed now, but we’ll see. Maybe Xi will get Trump to realize it’s over and to just stop being a retarded boomer, but I doubt it. The markets are still fake and gay, and will continue to be fake and gay until something breaks and everything crashes. I was hoping for something to happen this year so I wouldn’t have to sit in cash for another year, but… c’est la vie.

Monkey’s Market Minute: October 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.

- So despite the markets knowing Trump would cuck to Xi, the news that Trump cucked was bullish, and markets went higher as gold and silver fell. With (yet another) trade war over, there’s nothing else on the horizon to disturb the bubble for the rest of 2025. The FED will likely cut rates more, and unless Trump threatens another trade war with China, the bubble should keep on bubbling into 2026.
source: https://www.zerohedge.com/markets/sp-less-1-away-gamma-slingshot-higher , https://www.zerohedge.com/markets/us-stock-markets-hit-fresh-record-highs-us-china-trade-optimism-newsquawk-asia-pac-market , https://www.zerohedge.com/markets/gold-tests-4000-big-tech-bitcoin-rally-china-deal-hope , https://www.zerohedge.com/markets/goldmans-tech-traders-brace-huge-week

- That’s about it for the markets. The trade war is over, and the FED is expected to cut rates again, and that should be in for 2025. The markets will slow down as we head into the holiday season, so unless something crazy happens, 2025 is done and dusted at this point as far as surprises.

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

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

- I’m genuinely surprised by how surprised the market was by Trump cucking. I figured that was already priced into the market, but I guess not.

- In geopolitics, we have a few updates regarding Venezuela. Russia and Venezuela’s strategic partnership went into effect today after Putin ratified the agreement. I’m seeing social media rumors that PMC Wagner units are in Venezuela now. I don’t expect Russia to get directly involved, but we will likely see something similar to Russia’s support for Iran, which may be enough. If Russia is supporting Venezuela, the Regime is risking what little credibility it still has. If they don’t break Venezuela now, that’s it for the Regime. The world will never fear the US again, not even in its hemisphere.
source: https://www.yahoo.com/news/articles/strategic-partnership-between-russia-venezuela-173932735.html

- Russia unveiled a brand new 8,700-mile range nuclear cruise missile. Trump responded by bragging about how the US has a submarine off the coast of Russia that will nuke them if they do anything, so they don’t need fancy new experimental missiles.
source: https://interestingengineering.com/military/russia-tests-nuclear-cruise-missile , https://www.zerohedge.com/geopolitical/not-playing-games-trump-responds-putin-testing-invincible-nuclear-cruise-missile

- The media is reporting that China and India are going to stop buying Russian oil, and China betrayed Russia, and BRICS has destroyed itself for absolutely no reason. Do I even need to explain why this is total bullshit? Chinese firms that were previously openly buying Russian oil will have to use an intermediary company to navigate sanctions, but that’s it. It’s like how I got banned from PayPal, so I have to use Phil and JT to act as middlemen for my donations. I’m basically sanctioned, so nobody can donate to me, but they can donate to AMR, who forwards the money to Phil, who forwards the money to me, and that’s how I get paid.
source: https://timesofindia.indiatimes.com/business/india-business/trump-hits-bullss-eye-with-us-sanctions-why-india-china-may-stop-buying-russian-oil-explained/articleshow/124808104.cms , https://www.bbc.com/news/articles/ce8gdl54n1go

- The only news from the Middle East is that the Red Cross helped Hamas find some of the Israeli hostage bodies that Hamas couldn’t turn over because they were buried under rubble due to Israeli bombings. Now that the Red Cross has helped recover the bodies, Israel can’t accuse Hamas of violating the ceasefire. So far, so good. I’m kind of surprised Israel hasn’t done anything yet. Maybe they’re having second thoughts.
source: https://www.theguardian.com/world/2025/oct/27/red-cross-accompanies-hamas-in-search-for-bodies-of-israeli-hostages-in-gaza , https://www.bbc.com/news/articles/cly9z0mvzyko

- The bottom line is that the markets are set for the rest of the year, so barring another dust-up with China, expect smooth sailing as the FED cuts rates. Will the US back down against Venezuela now that Russia is getting involved? Unlikely, that would be taking an L, and the Regime doesn’t take Ls. Will something happen this year? Perhaps. I’m surprised things haven’t escalated in Israel, honestly. It seems like the Regime is slowing down, which is out of character. Either way, as I’ve already said, BRICS has already won, and the wars the Regime may win don’t matter and won’t change anything, so it’s whatever.

Monkey’s Market Minute: October 27th, 2025

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

- Trump has already cucked, and it’s not even Thursday. The Western media is claiming that China lost and that Trump just won, but their narrative completely falls apart if you have the slightest idea what you’re talking about. The fact that the propagandists are out in full force means that the deal is done and the Regime is trying to do damage control to get the gullible idiots to think that China didn’t win as Trump cucks again.
source: https://x.com/shanaka86/status/1982416833526546604

- Since it’s the weekend, let’s dive in and show just how retarded this deal is for the US and how China absolutely won, but don’t worry, your “Fell For It Again” award is waiting for you if you believed the propaganda. The US has apparently gone around China’s chokehold on rare earth minerals by signing deals with Malaysia and Cambodia, and Vietnam for rare earths in exchange for tariff relief, and Thailand and Australia to process rare earths. You might notice that other than Australia, those are all Asian countries and trading partners with China. Malaysia, Cambodia, and Vietnam do absolutely no rare earth mining or processing. They have reserves, but no ability to sell anything to the US, even if they wanted to. Thailand and Australia have very limited rare earth processing, nowhere near enough to replace China. In fact, the processing facilities that exist are part of the BYD supply chain. BYD is a Chinese EV automaker.
source: https://www.reuters.com/world/china/us-sign-trade-deals-with-cambodia-malaysia-trump-says-2025-10-26/

- The deal with Australia makes more sense. Most of Australia is uninhabitable outback, so it’s an ideal area for the very environmentally damaging work of processing rare earths because nobody lives on most of the land anyway. Australia typically exports its mined rare earths to be processed by China, but if it pivots right now with significant investment from the US, it could have a China-less supply chain up and running by the 2030s, but Australia would have to abandon all hopes of decarbonization and environmentalism to do so. Do you see the problem with all of this?
source: https://www.theguardian.com/business/2025/oct/26/rare-earths-critical-minerals-industry-australia-us-china , https://www.abc.net.au/news/2025-10-25/what-us-critical-minerals-deal-means-for-australia/105927100

- Contrary to the propaganda, Trump is making a deal and cucking to China like everyone knew he would because he has no choice. Australia can’t replace China; nobody can. It will take 5+ years to make alternative supply chains, which is far more time than BRICS needs to see the Regime collapse economically. There is no way this bubble can be sustained until the 2030s. It’s hanging on by the barest of threads as it is. The retarded propagandists will hail Trump’s “Art of the Deal” trust the plan bullshit, but this is an unambiguous defeat for Trump and the Regime, and the funniest part is that everyone called it. The market fully expected Trump to cuck, and while they may not have expected it to happen on a Sunday, nearly a week before the scheduled meeting with Xi, it changes nothing.

- Sadly, as I explained during the show, the rare earth trade restrictions were NOT an offensive move by China, but another tit-for-tat due to Trump imposing more tariffs and export controls against China. Presumably, Trump is removing those restrictions against China in exchange for China removing the trade restrictions on rare earth minerals. I had hoped that China was going on the offensive and “making its move” because that meant the end was neigh, but sadly that is not the case. Trump will back down, China will go back to “running out the clock,” and nothing will happen until dedollarization passes a critical point, at which point EVERYTHING will happen all at once.

- With the trade war over, one might expect the stock market to rally, but I actually think they’ll fall because Trump was EXPECTED to cuck by everyone, and now that the trade war narrative is over, there is no narrative to pull markets higher. The fundamentals are still dogshit after all. The AI circlejerk is the only thing propping up stock prices.
source: https://www.zerohedge.com/markets/hartnett-us-china-trade-deal-may-be-end-rally

- Finally, at least the Russia story is over. Trump says no more peace talks and meetings until Putin agrees to a ceasefire deal, so that’s that. We can finally just end the war on the battlefield and stop with the stalling and bullshit tactics. Right now, it’s the rainy fall season in Ukraine, so don’t expect any major offensives until the ground freezes, but Ukraine has no hope. They’re just going to keep rounding up men off the street to die from the Russians until the US economy collapses and the wars end.
source: https://www.zerohedge.com/geopolitical/trump-says-he-wont-meet-putin-until-theres-deal-ukraine

- So the bottom line is that Trump cucking almost a week ahead of schedule is certainly a surprise, but ultimately changes little. The fact that propagandists are touting this is a win is that Trump is out of options, had to make a deal, and is gaslighting his gullible supporters into thinking he’s a brilliant negotiator. It changes nothing. The market might go up or down tomorrow on the news, but it doesn’t matter. This bubble isn’t sustainable. Maybe it won’t crash this year, but 2026 is going to be rough. I expect the markets to be positive heading into the holidays.
source: https://www.zerohedge.com/markets/morgan-stanley-subprime-auto-loan-delinquencies-near-all-time-highs-borrowers-under

Monkey’s Market Minute: October 24th, 2025

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

- Trump suddenly moved the meeting with Xi from “early 2026) to next Thursday, October 30th, right before the 100% tariffs are set to go into effect. Let’s watch Trump cuck for the 3rd time to China together. The markets are responding positively to the meeting being moved up because the sooner Trump cucks, the sooner the trade war talk can de-escalate.
source: https://www.zerohedge.com/geopolitical/trump-hopes-deal-everything-china-talks , https://www.zerohedge.com/geopolitical/trump-hopes-deal-everything-china-talks , https://www.zerohedge.com/markets/markets-are-trading-if-every-escalation-automatically-de-escalates

- Trump is instead getting tough on Russia, threatening new sanctions, and allowing Ukraine to use long-range missiles while lying and pretending that the US doesn’t have anything to do with it. Medvedev is calling out these lazy lies, and frankly, what does Trump hope to accomplish at this point? Russia has fully transformed its economy over the last 3 years so that sanctions from the West mean absolutely nothing. Ukraine has apparently “developed” its own long-range cruise missile called “Flamingo,” which is totally not a NATO missile, so Russia can’t attack NATO if Ukraine attacks Moscow with it because it’s an entirely homegrown missile, honest.
source: https://www.zerohedge.com/geopolitical/zelensky-touts-successful-test-flamingo-homegrown-cruise-missile-which-can-hit-moscow , https://www.zerohedge.com/geopolitical/trump-now-fully-warpath-russia-oil-sanctions-medvedev-says , https://www.zerohedge.com/geopolitical/five-reasons-why-trump-once-again-escalating-against-russia , https://www.zerohedge.com/markets/eu-targets-russian-lng-crypto-banking-sweeping-19th-sanctions-package

- In the markets, gold crashed over 5%, going from about $4,400 all the way down to $4,100. Remember when gold was barely at $3,000? You should, it was only two months ago. I find it funny that people are calling this the end of gold as if a massive bubble popped. All this “crash” did was wipe out exactly 10 days of gains, that’s it. Gold is NOT cheap right now; it’s still over $4,000, and the amount of articles dedicated to this non-event is very indicative of a coordinated propaganda campaign to try to manipulate the normies to sell their gold. Will it work? Who knows?
source: https://www.zerohedge.com/markets/gld-loses-its-shine-whats-next-after-volatility-trap , https://www.zerohedge.com/markets/momo-meltdown-spreads-broad-market-bitcoin-bullion-extend-losses

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

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

- Stocks are up because the Chinese meeting was moved, and everyone is expecting Trump to cuck and for the Chinese trade war to end (again), but oil is up because of the new sanctions on Russia, which specifically target their oil companies.

- The bottom line is that the only interesting thing is the Chinese meeting being moved up drastically and suddenly, but this simply means China has won (again), and the Regime will have to back off. The renewed aggression against Russia is perhaps merely to take the attention off of them losing (another) trade war to China. It must be exhausting going from one failed war to the next all the time, but it is what it is.