TFMonkey
TFMonkey @tfmonkey

Monkey’s Market Minute: February 2nd, 2026

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

- Before we talk about today’s survival preparation segment, I have seen people pointing out my “argument” with Revy, who has van life’d for years and who disagrees with me about what equipment to buy. He favors camping gear for mobility, while I favor homestead equipment for community. Some people said I was wrong, and I should defer to Revy, but it depends on your situation. I’m in my 40s, and I have arthritis. My dreams of being a Wasteland Warlord died, and I have to make peace with the fact that my best days are behind me. If you’re young and you want to be Billy Badass, by all means, prioritize mobility and personal utility by leaning heavily towards camping and tactical equipment, but I’m leaning towards community because I can’t be Billy Badass with rheumatoid arthritis in my 40s. Keep that in mind as I talk about these segments that I’m prioritizing homesteading/community and not mobility/badassery.

- So far, we’ve covered fuel, water, and heat. Now let’s talk about food, specifically how to preserve food without power or refrigeration, and that’s where canning comes in. You’re going to need mason jars … lots and lots of mason jars, and the good news is that mason jars are incredibly cheap and versatile. The basics of canning are pretty simple: You use acidity and heat to kill bacteria and preserve food at room temperature. Fruits become jams and jellies, vegetables become sauces and pickles, and you can even preserve meat with canning. You can combine canning with a garden or small farm, and you’ve got a renewable source of food and tradable goods that won’t just keep you alive for 6 months or a year, but can scale and feed an entire community.

- All the materials you need to learn are cheap and versatile. You can use mason jars for infinite storage solutions. If you need a container for literally anything, there’s a mason jar for that, and they’re stylish and practical. There are also a lot of lids with bespoke uses that are compatible with any mason jar of the same size, turning these simple jars into tools. There is an entire culture around canning and mason jars, and for good reason. If you eat any of the following foods, you should learn canning and make these yourself:

o Salsa
o Tomato Sauce
o Pickled vegetables
o Jams/Jellies
o Beef Stew
o Applesauce
o Canned meat (including chicken, fish, beef, and pork)
o Soups/Stocks

- not only to save money and hone your skills, but also because they’ll be fresher and more nutritious without all the chemicals and preservatives that industrial companies use. There is no downside. You need to learn these skills so you can maintain a steady food supply. It will save you money and pay for itself, and it will make you a valuable member of whatever community you find yourself in should the worst happen.

- In addition to pickling, there are kits for using mason jars for fermentation: https://www.amazon.com/gp/product/B0714PZ8DL, which is a separate process, but be aware that fermented vegetables require refrigeration, so pickling is better for emergency supplies instead of fermentation, but you can do both, and as I said, mason jars are absurdly versatile. You will need to get some books with “recipes” so you know exactly how much water, salt, vinegar, etc. to use to make various dishes safetly, and you’ll need a scale to measure out these ingredients, but once you get the hang of it, you will never have to worry about surviving on your dehydrated beans and rice alone like a lot of preppers plan on doing. Here is a book from Ball, which is the mason jar brand I got from Walmart, with a complete guide for canning and preserving: https://www.amazon.com/Ball-Complete-Book-Home-Preserving/dp/0778805107

- As a final note, I know that the products you can make using canning and mason jars are not expensive at all, and you wouldn’t be saving THAT much money, but I strongly suggest you at least learn the ropes and make a few things that you regularly eat just to learn the process and be comfortable with it so that if there is an emergency, the supply chains are cut, the grocery stores are empty, and there is no power or refrigeration, you can make these staple foods yourself.

- Silver in Shanghai was selling for $135.73, a 67.29% premium over the paper price of the COMEX, and metal has begun moving from West to East, closing the arbitrage to less than $20 by the end of the day. As metals begin leaving Western markets for the Shanghai market, Western industries are going to scream until Trump imposes export controls, and he’ll have to increase mining output to meet domestic demand. Hang on to your butts.
source: https://x.com/wmiddelkoop/status/2018130848600515028 , https://x.com/TheMetalCharts/status/2018147817793929420 , https://x.com/profitsplusid/status/2018009235888730190

- Despite the volatility, Wall Street is bullish on metals, and so am I. The only thing that will reverse the inflation and prevent the stagflation is if the government stops printing money and ends the wars, which isn’t going to happen voluntarily.
source: https://www.zerohedge.com/markets/hartnett-great-gold-bull-markets-are-only-ended-even-greater-events

- Bitcoin shit the bed today, all crypto did. Everyone is shorting everything as if the world is ending because we’re about to attack Iran and trigger WW3 for Israel.
source: https://www.investing.com/news/cryptocurrency-news/bitcoin-price-today-slips-to-77k-near-10mth-low-amid-liquidations-fed-caution-4477764

- There is a rumor that Israel is preparing to nuke Iran since they can’t win any other way, but they’re worried that there might be consequences and that they might be nuked back (hint: they will). This is causing Israel to panic a bit because they never expected Iran and China/Russia to call their bluff. Their entire retarded plan was to just attack and overthrow, and they seriously expected everyone to do nothing and let it happen because they’re pussies. That cope should have already died with Iran, Russia, and China didn’t cuck, but I don’t see the Regime admitting it’s over and taking the L, so they will probably nuke Iran.
source: https://merovingian.club/web/@Terry@poa.st/115997695418448206

- So the bottom line is that, like I said on the show, Iran calling the Regime’s bluff, and Russia and China sending their navies, means the Regime has lost. Their only path to victory was for Russia and China to endlessly cuck and let them do what they wanted to avoid war. Now the Regime has one final choice to make: They can launch their nukes out of spite in an “If I can’t have it, no one can” final move, or they can accept that it’s over and stop. Right now, the Regime doesn’t want to accept that it’s over and will try to continue to stall rather than negotiate, but now that their bluff has been called, there are no roads that lead to victory, only defeat or mutual annihilation.
source: https://www.zerohedge.com/geopolitical/trump-concedes-iran-seriously-talking-us-ayatollah-says-we-dont-seek-attack-any

- If Israel nukes Iran, that might be the quickest solution to a lot of our problems. Israel will be destroyed, the Muslim world will be destroyed, and many major cities throughout the West will be nuked via the Samson Option, and all the shitlibs and immigrants will be killed because they all live in the cities. So no matter what, things are going to be alright.

TFMonkey
TFMonkey @tfmonkey

The Morning Constitutional: January 28th, 2026
https://www.mgtow.tv/watch/2026-01-28-08-00-56_zyQaeynChKtcbcm.html
/watch/2026-01-28-08-00-56_zyQaeynChKtcbcm.html

TFMonkey
TFMonkey @tfmonkey

Monkey’s Market Minute: January 23rd, 2026

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

- Israel is telegraphing that the attack on Iran could happen at any minute. The aircraft carrier has arrived in the Middle East, and Israel is reporting that all preparations are complete for the attack to begin. This is extremely strange behavior from Israel. They’ve always relied on the element of surprise before. They launched the attack on Iran 7 months ago under the guise of diplomacy, killing several VIPs in a surprise attack. Then they launched a coordinated attack on the Iranian currency in December, and infilatrated he protests to kick off a coup attempt, claiming that the US military would respond, only for nothing ot happen after Iran killed their agent’s Starlink access. Now, with all their assets terminated, and with no element of surprise, Israel is simply announcing that it’s going to attack Iran right in the open. Are they hoping for Iran to beg for negotiations or cuck? Are they trying to get Iran to shoot first so they can claim to be acting in self-defence?
source: https://blogs.timesofisrael.com/why-israel-may-move-first-in-the-iran-u-s-crisis/ , https://x.com/Megatron_ron/status/2014459160251826523 , https://x.com/Megatron_ron/status/2014488632745247215 , https://x.com/warsurveillance/status/2014257296256401621

- Nothing is happening in the markets. The Greenland “deal” has lifted market sentiment, but metals are still going up.
source: https://www.zerohedge.com/markets/stocks-rebound-continues-geopolitical-woes-ease-newsquawk-us-market-wrap , https://www.zerohedge.com/markets/stocks-refocus-growth-re-acceleration-tariff-fears-fade , https://x.com/KobeissiLetter/status/2014512048521032112

- The winners in the market today were:
o 1. Communications Technology
o 2. Gold
o 3. Materials
o 4. Consumer Discretionary
o 5. Bonds
o 6. Information Technology
o 7. Financials

- The losers in the market today were:
o 1. The VIX
o 2. WTI Crude Oil
o 3. Brent Crude Oil
o 4. Natural Gas
o 5. Real Estate
o 6. Bitcoin
o 7. The US Dollar

- The normies think that the only risk was tariffs on Europe over Greenland, the poor fools.

- So the bottom line is that Iran has the full backing of Russia and China, and they have every incentive to give Iran their full support to fuck up the US as much as possible because it allows them to test their best weapons against the US with clean hands. The idea that nobody cares about Iran, Russia, and China is scared of the US is a cope. However, the US will attack Iran because “Juden Vult!” This could easily be where the Regime truly dies. Everything will be decided on the battlefield. Let’s watch the invincible US military in action against an enemy that won’t take a bribe to let them win. If Trump calls for negotiations, it’s a feint for a surprise attack, and Iran knows this. They’re just waiting for the shooting to start.

TFMonkey
TFMonkey @tfmonkey

Monkey’s Market Minute: January 22nd, 2026

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

- The markets rallied today on Trump ruling out war with Europe over Greenland, as if that was ever a real possibility.
source: https://www.zerohedge.com/markets/us-stocks-rose-wednesday-after-president-trump-ruled-out-military-action-acquire-greenland , https://www.zerohedge.com/markets/trump-sparks-pump-greenland-triggers-dump-markets-see-saw-geopol-gerrymandering , https://www.zerohedge.com/markets/did-greenland-expose-greenback

- There was an article today on ZeroHedge about the stock market not being a market anymore, but a political control mechanism. Good to see the mainstream media catching up to what I’ve been saying for several years now.
source: https://www.zerohedge.com/markets/stock-market-isnt-market-anymore-its-political-control-mechanism

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

- The losers in the market today were:
o 1. The VIX
o Everything else was up
- A solid day with everything up, especially commodities. Very rare.

- In geopolitical news, the details of Trump’s Greenland deal are apparently coming in, and it’s not a full annexation, but simply the US being given some land to build military bases on, which they already had permission to do under NATO, so Trump cucked. The Europeans having the US bond market by the balls worked. This could also strongly imply that the US is going to continue to fund NATO and keep Europe from having to pay for its own military for the foreseeable future because Trump can’t afford for the Europeans to dump their bonds and crash the financial system. This is good and bad depending on how you look at it. Trump SHOULD abandon NATO and consolidate in the Americas, but Europe’s control of the bond market is forcing Trump to keep the Regime spread out, where it is vulnerable. The story of Rome playing out again before our eyes.
source: https://www.zerohedge.com/political/trump-arrives-davos-after-air-force-one-electrical-issue-sparked-brief-delay , https://www.zerohedge.com/political/trump-arrives-davos-after-air-force-one-electrical-issue-sparked-brief-delay

- No updates regarding Iran at this time. The media is still trying to keep the “Iranian Holocaust” narrative alive with stories of the government killing innocent protestors to justify a war to stop the latest reincarnation of Hitler. It’s just further proof that we’re going to attack Iran, and despite underestimating Iran twice, they’re going to go for it again, and of course, Russia and China will just sit back and do nothing because they’re pussies. The same brilliant minds behind that plan were confident that their terrorist cells were going to overthrow the government a week or so ago.
source: https://www.reuters.com/world/iran-deaths-went-beyond-protesters-hitting-bystanders-too-witnesses-say-2026-01-21/ , https://www.nytimes.com/2026/01/21/world/middleeast/iran-protests-crushed.html , https://www.bbc.com/news/articles/c0r4957rq8ro

- So the bottom line is that Trump cucking on Greenland and caving to the EU is good for Europe, but bad for the Regime in the long run, as they’re forced to remain spread out and vulnerable. They will also be going to war with Iran in the near future for no reason other than Israel wills it. There’s no point speculating about the outcome as we’ll just have to wait and see what happens when the missiles start flying. Will Halsey be right, and Iran will be crushed easily, while nobody does anything or cares? The eternal “we’ll see” is once again invoked. However, Russia is already preparing for war with NATO, so the idea that they would do nothing and let a major ally fall would only weaken them and strengthen the Regime. The idea that Russia and China are afraid of the US is cope. They know they’re winning and would prefer to avoid a direct war and “run out the clock”, but they’re not going to sit around as the US attacks their allies, especially in Asia, in their own backyard. Since Iran isn’t going to take a bribe and let the US win, it’s probably going to go very badly for the US, but again, we’ll see.

TFMonkey
TFMonkey @tfmonkey

The Morning Constitutional: January 21st, 2026
https://www.mgtow.tv/watch/the-morning-constitutional-january-21st-2026_ljXhYDZ8ktyQGVc.html
/watch/the-morning-constitutional-january-21st-2026_ljXhYDZ8ktyQGVc.html

TFMonkey
TFMonkey @tfmonkey

Monkey’s Market Minute: January 20th, 2026

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

- The markets were closed today, but Bitcoin was flat, losing a bit, but gaining a bit and closing flat. With silver making headlines, Bitcoin needs to do something soon, or the normies will begin the final crash. I warned you that what would kill Bitcoin isn’t economic fundamentals or understanding of intrinsic value, but a newer “get rich quick scheme”.
source: https://ambcrypto.com/evaluating-the-8-trillion-risk-why-bitcoin-price-is-no-longer-a-safe-haven/ , https://bitcoinworld.co.in/bitcoin-price-dip-bearish-market-trend/

- The only geopolitical news to report is that Canada is thinking about joining Europe and defending Greenland from the US, but it’s all performative. Europe is dependent on the US, and Canada even moreso than Europe. They will do whatever the US says, but liked to pretend they are partners instead of vassals. Trump is simply pulling back the curtain and exposing them as the powerless vassals they are. Nobody is going to stop Trump from taking Greenland. The only thing Europe and Canada can do is crash the US bond market out of spite.
source: https://www.zerohedge.com/geopolitical/canada-weighs-token-troop-deployment-greenland-fears-trump-wrath , https://www.zerohedge.com/geopolitical/trump-norway-no-nobel-no-greenland-letter-has-shocked-europe , https://www.zerohedge.com/geopolitical/trump-norway-no-nobel-no-greenland-letter-has-shocked-europe , https://www.zerohedge.com/geopolitical/trump-norway-no-nobel-no-greenland-letter-has-shocked-europe ,

- Perhaps related to Greenland, the end of NATO, and the end of their global power, European leaders are suddenly talking about diplomacy with Russia. All of a sudden, Russia isn’t so bad now that America is invading and stealing their land. Funny how that works, huh? I don’t think Europe will join BRICS or anything. They might try to remain neutral and do business with both, but they’ll be globally irrelevant soon, regardless.
source: https://www.rt.com/news/631075-eu-russia-about-turn/ , https://www.themoscowtimes.com/2026/01/15/putin-says-russia-is-ready-to-restore-relations-with-europe-a91691

- The bottom line is that nothing has changed since yesterday, and the markets were closed due to MLK Day, so it’s whatever. We’re still waiting for the next shoe to drop, either in Iran, Greenland, or the Caribbean.

TFMonkey
TFMonkey @tfmonkey

Monkey’s Market Minute: January 19th, 2026

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

- As the markets reopened after the weekend, crypto dumped and silver rallied to new all-time highs.
source: https://x.com/GodsBurnt/status/2013064967734354429 , https://x.com/KobeissiLetter/status/2013042848183325071

- Meanwhile, Europe is threatening the US bond market over Trump's annexation of Greenland. Will Europe pull the trigger? They honestly might because this signals the intentional dumping of Europe and NATO by the US, which means Europe is finished, and their only move could be to take the US down with them out of spite.
source: https://www.zerohedge.com/markets/deutsche-banks-thoughts-greenland-europe-owns-8-trillion-us-bonds-and-equities , https://www.rt.com/news/631112-trump-taking-greenland-would-be-nail-nato-coffin/

- If you thought the Iran thing was over, nope. Trump is still talking about regime change in Iran, the Shah’s son is still in the news cycle, and a carrier battle group is heading to the Middle East right now. As I explained on the show, Israel launching this offensive was caused by desperation, which hasn’t changed, and they can’t afford to take the L. They’re going to attack Iran.
source: https://www.zerohedge.com/geopolitical/trump-first-suggests-iran-regime-change-time-look-new-leadership , https://www.zerohedge.com/geopolitical/irans-khamenei-says-us-israel-linked-deadly-protest-violence-thousands-killed , https://thehill.com/policy/defense/5691421-defense-department-carrier-strike-group-iran-tensions/ , https://www.nysun.com/article/hackers-force-former-shahs-son-onto-iranian-television-with-one-more-resistance-message-as-regime-curbs-protests-reopens-internet-access

- In other news, remember Somaliland, that breakaway country the US and Israel created out of part of Somalia, that they want to build bases on to counter the Houthis on the other side of the sea? Apparently, the government of Somalia isn’t happy with this, and they’re asking Saudi Arabia attack them like they attacked the UAE in southern Yemen. I know I asked Halsey about this, and he said that Saudi Arabia and the UAE fighting each other meant nothing, but Saudi Arabia appears to be being called upon because Somaliland also has ties to the UAE. It looks like Saudi Arabia and the UAE are vying for dominance in the Gulf, with the UAE being the Regime-favored agent, but Saudi Arabia is countering them despite being neutral between the Regime and BRICS (although OPEC did join BRICS). They’re calling this an “Islamic NATO” consisting of Saudi Arabia, Pakistan, and Qatar, which will counter Regime attempts to take over the region. Egypt may also join this alliance. It’s unclear how these countries expect to remain neutral while fighting against the Regime, but that is what appears to be happening. This may be why Jews keep accusing Tucker Carlson of working for Qatar and keep bringing up Qatar for no reason.
source: https://www.zerohedge.com/geopolitical/nascent-islamic-nato-might-soon-set-its-sights-somaliland

- So the bottom line is that we’ll have to see what happens with Iran. With two wins under their belt, I don’t see what the Regime plans to do at this point other than a nuclear strike, and maybe they’re THAT stupid, we’ll see. Once the Regime is defeated by Iran again, this new “Islamic NATO” may begin making moves against the Regime’s puppets in the region, further isolating Israel. We also don’t know what’s happening in the Caribbean. Trump is keeping the naval assets in place, but Russia and China are sending their own to end America’s piracy of their oil trade, and we’ll see what happens with that. Regarding Greenland, will Europe accept its fate graciously or take the US bond market down with it? The die is cast, and these questions will have answers in the not-too-distant future. The era of “nothing ever happens” is over. The era of “finding out” has begun.

TFMonkey
TFMonkey @tfmonkey

Monkey’s Market Minute: January 16th, 2026

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

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

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

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

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

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

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

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

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

TFMonkey
TFMonkey @tfmonkey

Monkey’s Market Minute: January 15th, 2026

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

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

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

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

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

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

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

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

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

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

TFMonkey
TFMonkey @tfmonkey

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

TFMonkey
TFMonkey @tfmonkey

Monkey’s Market Minute: January 13th, 2026

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

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

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

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

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

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

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

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

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

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

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

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

TFMonkey
TFMonkey @tfmonkey

Monkey’s Market Minute: January 12th, 2026

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

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

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

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

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

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

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

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

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

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

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

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

TFMonkey
TFMonkey @tfmonkey

Monkey’s Market Minute: January 9th, 2026

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

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

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

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

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

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

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

TFMonkey
TFMonkey @tfmonkey

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

TFMonkey
TFMonkey @tfmonkey

Monkey’s Market Minute: December 29th, 2025

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

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

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

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

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

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

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

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

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

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

TFMonkey
TFMonkey @tfmonkey

Monkey’s Market Minute: December 26th, 2025

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

TFMonkey
TFMonkey @tfmonkey

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

TFMonkey
TFMonkey @tfmonkey

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

TFMonkey
TFMonkey @tfmonkey

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

TFMonkey
TFMonkey @tfmonkey

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!

TFMonkey
TFMonkey @tfmonkey

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.

TFMonkey
TFMonkey @tfmonkey

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.

TFMonkey
TFMonkey @tfmonkey

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

TFMonkey
TFMonkey @tfmonkey

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.

TFMonkey
TFMonkey @tfmonkey

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.

TFMonkey
TFMonkey @tfmonkey

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.

TFMonkey
TFMonkey @tfmonkey

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.

TFMonkey
TFMonkey @tfmonkey

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

TFMonkey
TFMonkey @tfmonkey

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.

TFMonkey
TFMonkey @tfmonkey

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.