TFMonkey @tfmonkey
Monkey’s Market Minute: February 23, 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.
- In today’s prep segment, let’s tackle a big one that I’ve been researching for a while, and that’s antibiotics. You can’t grow antibiotics. You can’t scavenge antibiotics, and you will die if you don’t have antibiotics. Before they were discovered in 1928, the mortality rate of infections was up to 48%, and up to 90% in children. Today, the mortality rate is about 13%, all thanks to antibiotics. Preppers used to buy fish antibiotics, but based on my research, the government started cracking down on preppers buying fish medications in 2023 after COVID (remember when Trump recommended hydroxychloroquine and the news called it fish medicine?). Thanks to the Democrats wanting to stop people from using “fish medicine” instead of injecting themselves with heart-attack-causing gene therapies, I can’t find an easy way to get fish antibiotics. It’s definitely possible, but it’s a huge pain in the ass, not to mention that you have to look up how to convert the dosage for humans. Luckily, the free market provides! There is a company that offers emergency antibiotic kits for humans with 10 different common medications, all using human dosages, and only for about $100 more in total than the fish antibiotics would have cost. You will need a prescription, but it can be done via telemedicine. The price is about $300, which sounds like a lot of money, except remember that you’re getting 10 different medicines. It’s called the Jase Case: https://trueprepper.com/antibiotics-preppers-emergency-supply/
- Now let’s return to our regularly scheduled imperial collapse, already in progress:
- In Mexico, a cartel leader was killed by Mexican Special Forces, and the cartels are attacking across multiple cities. Call me cynical, but the timing of this seems awfully convenient. If Trump cucks on Iran, the Regime needs to start a new war so that the news cycle will quickly move on from the failed war to the new war, and at the moment, the Regime needs a new war; the Mexican cartels provide the Regime with a new (easy) war to flex their muscle.
source: https://www.zerohedge.com/geopolitical/mexican-forces-kill-cjng-kingpin-sparks-cartel-chaos-across-guadalajara
- Nothing is happening in Iran. I’m calling it. The Regime is backing down because Iran didn’t cuck and that’s all folks. If the Regime is smart, they’ll quietly drop the blockade against Cuba and go shoot some Mexicans and hope the world forgets about their bullshit.
source: https://www.zerohedge.com/geopolitical/iran-floats-joint-oil-investment-sanctions-rollback-wish-list-ahead-next-us-talks , https://www.zerohedge.com/geopolitical/white-house-ready-offer-iran-token-nuclear-enrichment-instead-all-out-war
- Bitcoin crashed today out of nowhere, and I saw reports earlier about an account on Polymarket rumored to be a Trump insider who trades things before they happen with 100% accuracy, shorting the Iranian War, which also backs up my belief that the Iran War is cancelled.
- With the Iran War not happening, what is Israel going to do? They’re forming a regional alliance with Regime puppets to “counter” Iran and BRICS. The nations joining Israel are: India, Greece, Cyprus, and unnamed Arab, African, and Asian countries. LOL, LMAO!
source: https://www.aljazeera.com/news/2026/2/22/netanyahu-says-israel-will-forge-regional-alliance-to-rival-radical-axis
- Lastly, Israel is marshalling its last allies in Iran, the Kurds, to challenge the government. I genuinely feel bad for the Kurds because they’re being sacrificed for nothing. I guess Baal doesn’t care from whom the blood flows.
source: https://www.jpost.com/middle-east/article-887527 , https://www.timesofisrael.com/liveblog_entry/iraq-based-kurdish-iranian-parties-unite-to-defy-islamic-republic/
- As far as Israel is concerned, this is the end of the Greater Israel Project. You’re done. You lose. You get nothing. Good day, Sir! This alliance of Israel, led by India, will only unite the Middle East behind BRICS. Pakistan will counter India, Turkey will counter Greece, and Cyprus, and Iran just beat Israel again, so what are they going to do? They have nothing left. It’s over. The Kurds are likely to be expelled from Iran for working with Israel, similarly to how the Afghans and Indians were earlier. They backed the wrong horse, sucks to be them, but this is good news for Turkey, which hates the Kurds, and with Israel allying with Greece and Cyprus, Turkey will likely side entirely with BRICS, which is good for BRICS, although they shouldn’t trust Turkey.
- So the smart move for the Regime is to pivot to Mexico and fight the cartels and memory hole Iran as quickly as possible. We’ll see what happens together.
- In the markets, oil is going to fall when the Iran war is officially cancelled, but nothing has fundamentally changed. The economy is still being propped up with the AI bubble, the COMEX is still fake and gay, but metals will likely recover soon now that the Chinese New Year winds down and the Chinese start going back to work. It’s an election year, so all the government numbers will be manipulated to hell, so there’s nothing to do except watch the show unless you want to participate in the bubble yourself, in which case, have fun.
- Lastly, I want to briefly elaborate on what happened at the end of the show yesterday, where someone was telling me I should be investing in value stocks instead of sitting in cash, and that I’m. “timing the market” by not putting my money in stocks. I was tired and annoyed, and didn’t want to deal with normies, but you guys are different, so I’ll explain things to you here: interest rates are high, and inflation is high, the labor market is weak, and the AI companies are unprofitable. We’re due for a major crash, but the government is lying and manipulating things. So what do you do? Do you invest in the markets and trust the government can spin these plates forever, or do you trust the laws of economics? You’re essentially betting on the future either way, but you should never invest in an obvious bubble, even if the government is blessing it. It will eventually break, despite the government’s bullshit. You’ll likely see the government lose control of the metals market this year despite blatant manipulation. There simply isn’t a way for the US to win the war against economics, and I am not betting my life savings on a bubble. Do you know what the year-to-date return of the S&P 500 is so far? 1%! Do you know what money markets are paying right now? Around 3.5% to 4% risk free with full liquidity.
- The bottom line is that we’ll be waiting for confirmation of the “deal” with Iran and the pivoting to Mexico this coming week, and I’ll be paying attention to the metals markets. It doesn’t look like I’ll be getting my junk silver dimes, though, c’est la vie.
TFMonkey @tfmonkey
Monkey’s Market Minute: February 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.
- Today I discovered something while testing my candles. I figured out the optimal wax/oil ratio for an optimal burn and started experimenting with different wick types. The most surprising wick that turned out shockingly well was cotton clothesline cord. Make sure you get 100% cotton clothesline, not cotton cord with a synthetic core, because if you burn synthetic fibers, you’ll create harmful gases that you don’t want to breathe, but cotton cord is an excellent wick. It creates big consistant flames, even in a high oil candle, and would be excellent for a lantern (which can run on pure oil). Comparing my cotton cord wick candle to my string wick candle didn’t show a difference in the rate of burn, so the larger flame did not burn through the candle noticeably quicker than a standard string wick. Not only that, but cotton cord is just useful for a basic rope. It’s not going to be as strong as parachute cord or anything, but it’s listed as suitable for camping, and camping is just another way of saying disaster preparation. Rope has infinite uses, and I just gave you another one; it’s a great wick for a slow burn high oil candle or stove. Remember to check and make sure the cord doesn’t contain synthetic fibers before you burn it, though. Your lungs will thank me. https://www.amazon.com/PerkHomy-Purpose-Natural-Crafting-White/dp/B0DBV59TPM
- Let’s return to our regularly scheduled analysis:
- No update on Iran. Trump has indicated that something might happen within the next 10 days, but who knows? Israel has also threatened that if the US doesn’t attack Iran, Israel will do it themselves, and then force the US to come to their rescue and enter the war themselves anyway. The eternal “we’ll see” is still activated, but … who knows?
source: https://www.zerohedge.com/geopolitical/window-closing-iran-diplomacy-iaeas-grossi-issues-pessimistic-outlook , https://www.zerohedge.com/geopolitical/watch-iran-russia-china-joint-drills-kick-crowded-waters-notam-issued , https://www.haaretz.com/israel-news/2026-02-20/ty-article/.premium/as-war-with-iran-looms-israel-is-not-watching-the-u-s-from-the-bleachers/0000019c-77cf-d618-a19d-77efe7c80000 , https://www.facebook.com/WIONews/videos/breaking-israels-chilling-warning-to-iranisraeli-prime-minister-netanyahu-says-i/917365414011986/
- The winners in the market today were:
o 1. The VIX
o 2. WTI Crude Oil
o 3. Brent Crude Oil
o 4. Bitcoin
o 5. Utilities
o 6. Energy
o 7. Broad Commodities
- The losers in the market today were:
o 1. Financials
o 2. Consumer Discretionary
o 3. Natural Gas
o 4. Information Technology
o 5. Consumer Staples
o 6. S&P 500 Index
o 7. Real Estate
- I guess we’re going to war with Iran again, everyone, panic!
- In precious metals, they’re still hammering gold to keep it below $5,000 even as China buys it. How long will this last? Who can say? It may take a few months for the metal supply to flow to China, especially wit Chinese New Year ongoing. I don’t know what they hope to accomplish unless all of this is just to buy more time for Israel and their retarded war with Iran, which wouldn’t even surprise me at this point.
source: https://x.com/TFMetals/status/2024552007902573013
- Also, Russia has officially denied the report from the media that Russia is making a deal with the US to go back to the dollar, and calling it “fake news”. It was obviously bullshit because it made no sense, but now it’s officially confirmed bullshit, so we can all move on now.
source: https://www.rt.com/russia/632798-russia-us-deal-economist-fake/
- The bottom line is that we’re still waiting on this whole thing with Iran and the COMEX to play out. The Regime is fucked, and even with the Chinese New Year happening, gold and silver aren’t being as suppressed as I’d like. An ounce of junk silver dimes is currently $60, and it’s only 90% silver! Absolutely disgraceful. The one time I WANT the government to manipulate the markets more, and they let me down.
TFMonkey @tfmonkey
Monkey’s Market Minute: February 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.
- In today’s survival prep section, instead of talking about something new, I want to give an update about some stuff I’ve learned on my candle-making journey. I make wax and coconut oil candles, but the ratio of wax and oil affects the burn rate and strength. The more oil, the smaller the flame, but the longer the candle lasts. However, if the flame isn’t hot enough, the melted wax/oil puts out the candle itself. For a basic candle, use a roughly 75/25 wax/oil ratio. A 25/75 wax-to-oil candle works, but the flame is very small and can go out. As a bonus fact, woodwicks are useless unless the candle is 100% wax, but then the candle burns extremely quickly. It’s not worth messing with woodwicks. I was hoping the woodwicks would work out because I like the flickering flames for meditation, but c'est la vie.
- Let’s return to our market and geopolitical analysis:
- The markets don’t know if we’re going to war with Iran or not. Some people are saying that the war will happen this week. Other people are saying that it’s going to be next month, as the second aircraft carrier needs time to enter the region. The normies are jumping back into tech stocks, but also buying oil and gold. If war breaks out, gold and oil will moon. If nothing happens, tech will likely benefit as everyone pours back into the AI bubble.
source: https://www.zerohedge.com/markets/oil-gold-rip-retail-dip-buyers-rescue-software-stocks-amid-very-quiet-session , https://www.zerohedge.com/markets/us-stocks-finished-higher-following-firm-data-and-strength-energy-and-tech-newsquawk-asia , https://www.zerohedge.com/markets/crude-rallies-reports-trump-close-major-war-iran-newsquawk-us-market-wrap
- The winners in the market today were:
o 1. WTI Crude Oil
o 2. Brent Crude Oil
o 3. Gold
o 4. Broad Commodities
o 5. Materials
o 6. Consumer Discretionary
o 7. Information Technology
- The losers in the market today were:
o 1. The VIX
o 2. Bitcoin
o 3. Utilities
o 4. Real Estate
o 5. Bonds
o 6. Consumer Staples
o 7. Natural Gas
- Please note that nobody is betting on recession, only the status quo (tech) or massive inflation due to money printing and war (oil and gold).
- In geopolitics, Russia and China have announced more “naval drills” off the coast of Iran. Also, there is a scheduled meeting in April between Trump and Xi, and apparently, an arms deal to Taiwan is being put on hold to use as leverage with China. I think whatever happens in Iran will determine how the April meeting with Xi goes, for what it's worth.
source: https://www.zerohedge.com/geopolitical/record-taiwan-arms-deal-limbo-white-house-vacillates-amid-xi-pressure-report , https://www.zerohedge.com/geopolitical/escalation-iran-russia-china-hold-naval-drill-flashpoint-strait-hormuz
- None of the other wars matters right now. I know the US is supremely cocky, but they were cocky in 2023 when they launched the Ukrainian counteroffensive, which proceeded to get destroyed, and that was 3 years ago. Russia and China have become stronger since then, they’ve shared their military tech with Iran beause hey have every incentive to. This is Russia and China’s chance to use a proxy (Iran) to directly damage the US, the way the US has used proxies (Ukraine/Taiwan) to damage Russia and China. It’s the perfect opportunity for Russia/China to test their systems directly against the US for which they were created for.
- If Iran fucks America’s shit up, all the wars around the world will fizzle out, and it’ll be over. For anyone thinking that Iran is doomed, Iran WON the 12-day war against Israel last year, and simply played along with the US to get a ceasefire hoping that it would be the end of “regime change” bullshit, but now that it’s clear that Israel will never leave them alone, Iran has no reason to make a deal or agree to another ceasefire.
- The US will use its stealth bombers first. If those are shot down due to China’s new radar technology, the US may use “tactical nukes”. The US has stated today that there is no “gentlemen’s agreement” with Russia to comply with nuclear treaties now that they’ve been allowed to expire. I know Halsey scoffed at the US using nukes, but if the stealth bombers don’t work, nukes are the only card they have to play; they have to admit defeat, and not just against Iran, but EVERYWHERE.
source: https://www.zerohedge.com/geopolitical/no-gentlemens-agreement-russia-continue-compliance-new-start-treaty-top-official
- Lastly, Trump does not have Congress’s permission to go to war with Iran. If Iran fucks the US military up, it’s the end of Trump. They’ll throw him under the bus and blame him for everything, and not unjustifiably so. A disappointing end to a disappointing orange.
- So the bottom line is that we’re still in the eternal “we’ll see” mode as we wait for the deciding battle between the Regime and BRICS. There are a lot of scenarios that could play out, but there’s no point really analyzing them because they more or less lead to the exact same outcome, which is hyperinflation and civil war.
TFMonkey @tfmonkey
Monkey’s Market Minute: February 17th, 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.
- In today’s survival segment, I’m going to revisit a product I mentioned before because it’s 38% off on Amazon right now, currently under $30, and normally $45. This is a “tabletop fire pit” rocket stove that can be used to burn twigs, trash, or whatever to produce heat and cooking fuel. It’s small and portable, and nearly 40% off right now. https://www.amazon.com/dp/B0CLNY6LTG
- Let’s now return to our empire collapsing, already in progress:
- There are only two issues worth paying attention to: Iran and Silver.
- Iran: The US is bringing over 1/3rd of its Navy to the Middle East to threaten Iran, and Iran’s IRGC claims that the US has staged nuclear weapons in Saudi Arabia. The message is clear: surrender or die, but this is ALWAYS what the Regime was going to do. If Iran cucks, then the exact same “surrender or die” scenario will play out all over BRICS until it's Russia and China’s turn to “surrender or die”. The US (and Israel) are starting these wars, and then threatening BRICS countries with nukes if they don’t let them win. Iran has been attacked multiple times by both the US and Israel, and BRICS will have to draw a line in the sand somewhere, and if that line isn’t drawn in Iran, BRICS will get weaker as its allies abandon it to avoid suffering the same fate as Iran, which will leave Russia and China isolated and vulnerable. I’ve been saying this was the plan since 2023, and nothing has changed.
source: https://timesofindia.indiatimes.com/videos/international/saudi-nuclear-armed-state-ex-irgc-officials-shocking-claim-amid-iran-us-nuke-talks/videoshow/128188331.cms , https://gulfnews.com/world/mena/us-navy-makes-staggering-mideast-force-buildup-one-third-of-deployed-fleet-now-aimed-at-iran-1.500445245
- The plan appears to be to seize Iran’s oil tankers and try to disrupt their ability to trade and economically isolate them, similarly to what happened in Venezuela, but Iran isn’t going to tolerate that. However, the Regime is going to test Iran and see if they will actually attack because, remember, their goal isn’t to destroy Iran, but for them to “make a deal” and cuck. The US will need to be militarily defeated and embarrassed, or the wars will only spread and escalate. BRICS knows what they have to do, no excuses.
source: https://www.zerohedge.com/geopolitical/venezuelan-oil-blockade-against-iran-could-enable-us-divide-and-rule-ric , https://www.zerohedge.com/geopolitical/venezuelan-oil-blockade-against-iran-could-enable-us-divide-and-rule-ric
- The markets were closed today due to Presidents’ Day
source: https://www.zerohedge.com/markets/markets-quiet-us-closed-presidents-day-and-china-away-new-year-newsquawk-eu-market-open
- Silver: Due to the Chinese New Year, silver is down to $76, which is a long way from $50, but we’ll see what happens after President’s Day. I’m hoping the Regime really crushes silver while China is on vacation, but if they don’t… oh well.
source: https://www.fxstreet.com/news/silver-price-forecast-xag-usd-declines-to-near-75-at-the-start-of-the-week-202602160318 , https://www.fxstreet.com/news/silver-edges-lower-as-fed-rate-cut-hopes-fade-geopolitical-tensions-persist-202602161652 , https://www.livemint.com/market/commodities/silver-inventories-on-shanghai-exchange-rise-above-350-tonnes-still-down-88-from-record-high-11771212962579.html
- The bottom line is that Iran isn’t going to surrender. Iran is willing to make a deal over their nuclear energy program, but it’s not disarming so that Israel can continue to attack it every 6 months. We’ll just have to wait and see what happens. It’s up to Trump whether he wants to push the button or not.
TFMonkey @tfmonkey
Monkey’s Market Minute: February 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.
- Today’s disaster/survival preparation equipment is a hand crank, a solar charging radio, flash light, a USB charger, and a lamp, all for less than $25. A lot of hand-crank radios are box-shaped (like radios) and have flashlights added on. The one I’m linking to is flashlight-shaped, with a radio added on. You need a flashlight for your car in case you break down at night, right? So why not get a flashlight that’s also a hand crank solar powered USB charging reading lamp and radio too? Other units are slightly cheaper, but they’re radio-shaped boxes, and I think the flashlight shape is more practical, but it doesn’t really matter which one you get. You should get this for the crank and solar charging alone, as you can use this to keep your smartphone alive in an emergency. https://www.amazon.com/Weather-3000mAh-Flashlight-Portable-Emergencies/dp/B0BC1G451Y
- Let’s return to our regular analysis:
- The Iran war is happening. There was some brief kayfabe where Trump pretended to stand up to Netanyahu and offer Iran a deal, but as I said on the show, this was the same fake deal he pulled with Hamas last year. Iran didn’t fall for it, and that plan was quickly memory-holed. Now the US and Israel are preparing to attack Iran again. The Pentagon is gaming out a “weeks-long” campaign to destroy Iran. No backing down now. Juden Vult!
source: https://www.zerohedge.com/geopolitical/pentagon-gaming-out-sustained-weeks-long-military-campaign-against-iran-which-could , https://www.zerohedge.com/geopolitical/iran-regime-change-would-be-best-thing-trump-signals
- In the Ukraine War (remember that one?) Russia has taken over a dozen villages, which amounts to over 200 KM during February alone, but who cares? The Regime is about to die for Israel.
source: https://www.zerohedge.com/geopolitical/russia-seized-dozen-ukrainian-villages-february-expanding-security-zone , https://www.zerohedge.com/geopolitical/moscow-repels-another-large-scale-ukrainian-drone-attack-flights-briefly-grounded
- The markets are closed tomorrow due to Presidents’ Day, but with the Chinese New Year happening, and Shanghai closed, the precious metals markets are getting hammered down, but still a long way from $50, but a monkey can dream, can’t he?
source: https://x.com/silvertrade/status/2023172404160201011
- Happy Chinese New Year, Valentine’s Day, International MGTOW Day, 50% Off Chocolate Day, Friday the 13th, and Die for Israel Day.
TFMonkey @tfmonkey
Monkey’s Market Minute: February 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.
- Today’s survival/emergency preparedness segment is mylar, specifically a mylar poncho. Mylar is a foil-lined plastic that retains 80% of body heat and is waterproof and windproof, and it costs $5. Mylar bags are the gold standard for keeping food dry and protected, and because the ponchos are lined with aluminum, the electronic devices you’re carrying are protected from EMFs through Feraday technology. Stay warm, dry, and potentially protect your electronic devices from electromagnetic fields, and all for $5. The only downside is that the material does not breathe, so it can get sweaty, which is why a poncho is recommended over something like a jacket. The poncho will allow air flow to carry sweat away while still retaining your body heat and keeping you dry. Here is a link where you can get 4 of them for $20, and they come in camo-green! https://www.amazon.com/Emergency-Blanket-Poncho-Survival-Equipment/dp/B0BKH8BJ3Q
- Let’s return to the financial and geopolitical analysis:
- The markets were an absolute bloodbath today, with everything selling off across the board, on a Thursday, for seemingly no reason. My hunch is that we’re about to attack Iran and all hell is going to break loose, and the insiders are being given advanced notice to sell before the crash. I could be wrong, though. We’ll see. The media is blaming this sell-off on “AI disruption”.
source: https://www.zerohedge.com/markets/commodities-crypto-crushed-tech-wreck-rolls-goldman-sees-complete-lack-willingness-btfd , https://www.zerohedge.com/markets/extremely-fragile-market-traders-stunned-over-40-sp-names-tumble-3-sigma-move-today
- The winners in the market today were:
o 1. The VIX
o 2. Bonds
o 3. Utilities
o 4. Consumer Staples
o 5. Natural Gas
o 6. Agriculture Commodities
o Everything else was down.
- The losers in the market today were:
o 1. Gold
o 2. Bitcoin
o 3. WTI Crude Oil
o 4. Crypto
o 5. Brent Crude Oil
o 6. Information Technology
o 7. Energy
- Gold and silver fell hard today, with the Shanghai Exchange closed for Chinese New Year. Let’s see how cheap they can make silver over the next two weeks while the Chinese party. The narrative that this crash is being caused by AI is absurd because the tech stocks are down, too.
- In geopolitics, there’s nothing new to report regarding Iran. If I were going to attack, I’d do it tomorrow (Friday) after the markets closed to give the energy markets the weekend to settle before the markets panic on Monday.
- Overexuberant analysts are claiming that Russia is about to leave BRICS and return to the US and begin using the dollar again to end the war in Ukraine. I shit you not. Russia is proposing a broad joint venture with the US involving energy in a post-Ukraine world, and Russia agreed that this joint venture would be settled in US dollars. This doesn’t mean Russia is leaving BRICS or going back to using dollars for everything. That is insane and retarded.
source: https://www.zerohedge.com/geopolitical/dollar-detente-kremlin-memo-explores-rejoining-us-led-financial-system
- Meanwhile, back in reality, China and Russia are supporting Cuba. Since Cuba is being blockaded by the US and suffering from an energy crisis, China is expediting solar projects in Cuba that were already under construction last year to help alleviate its energy needs. Russia is sending oil with a military escort to ensure that the US doesn’t try to pirate the tankers. If I were Russia and China, I would keep my warships in the Caribbean and counter the US’s piracy, and “liberate” Venezuela.
source: https://www.reuters.com/business/environment/china-is-quietly-supplanting-russia-cubas-main-benefactor-2025-06-30/ , https://www.zerohedge.com/geopolitical/russia-send-oil-cuba-amid-us-imposed-blockade
- The bottom line is that we may attack Iran tomorrow, or maybe the Regime will continue to stall. There is a rumor that Trump wants to move another air craft carrier battle group into the region, which will take several weeks, but it could all be a feint. Iran isn’t negotiating, and the Regime isn’t going to back down. Based on the market activity, I think Iran is getting attacked tomorrow, and then the fun begins.
TFMonkey @tfmonkey
Monkey’s Market Minute: February 10th, 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.
- In today’s survival/disaster prep segment, let’s assume that while we’re suffering under hyperinflation with limited (or no) power, there is a war going on outside. Maybe it’s a zombie apocalypse, or maybe your city is under siege during a civil war. Modern warfare means one thing: drones. Is there anything you can stock that could protect you from a drone attack that also has multiple uses? Yes … fishing nets. Fishing nets can be used to create a drone-proof barrier that causes the propellers of small FPV drones to be tangled up, but you can also use fishing net material for storage and organization. You can also use it as camouflage if you have enough of it. You can also use the net to construct a shelter in combination with a tarp or other materials. The fishing net material can serve as a screen to allow in a breeze while preventing animals from going into your shelter. Here is a video about how fishing nets are used to protect against drone attacks in Ukraine: https://www.youtube.com/watch?v=4jxoy5mbC3o
- Now let’s return to our market and geopolitical analysis:
- Markets were up today. The normies don’t think there will be a war with Iran because it hasn’t happened yet, so they’re piling back into tech stocks. The sad reality is that when you work on Wall Street, you have to do something. You’re not allowed to play “we’ll see”. If something might happen, you panic, but if it doesn’t happen within a day or two, you have to jump back in because if you aren’t making money, you’re fired. This is why there are so many record-breaking, violent swings in the market.
source: https://www.zerohedge.com/markets/its-market-more-noise-less-signal-goldman-macro-trader-warns-rate-change-accelerating , https://www.zerohedge.com/markets/stocks-green-tech-rebound-continues-newsquawk-us-market-wrap , https://www.zerohedge.com/markets/us-stocks-extended-gains-tech-recovery-remained-intact-newsquawk-asia-pac-market-open , https://www.zerohedge.com/markets/seattle-takaichi-blowouts-spark-buy-everything-day-ahead-catalyst-heavy-week , https://www.rt.com/news/632208-china-us-treasury-holdings/
- In both financial and geopolitical news, China is taking further aggressive moves, both dumping dollars and banning US bonds after the US weaponized the financial system against Iran in December, causing their markets to seize up, which caused the initial protests that Mossad used to try to overthrow the government. China won’t be alone, and this will further speed up de-dollarization and cause demand for gold and silver to rise. Gold reclaimed $5,000 today as well. I was hoping they would keep pushing it down so I could buy more silver, but we’ll see. Gold and silver aren’t making major moves, so it’s possible the manipulation earlier did its job and scared the speculators away. If silver doesn’t go down again, it’s not the end of the world as I have enough, but if it does, even better.
source: https://seekingalpha.com/article/4867841-china-may-quietly-start-dumping-even-more-us-treasuries , https://www.bostonglobe.com/2026/02/09/business/treasuries-dollar-dip-as-china-warns-on-us-bonds/ , https://www.businessinsider.com/treasury-bonds-china-holdings-us-debt-sell-america-yields-dollar-2026-2 , https://telanganatoday.com/gold-silver-surge-on-weaker-dollar-and-geopolitical-tensions
- The winners in the market today were:
o 1. Crypto
o 2. Gold
o 3. Information Technology
o 4. Brent Crude Oil
o 5. Materials
o 6. WTI Crude Oil
o 7. Communications Technology
- The losers in the market today were:
o 1. Natural Gas
o 2. The VIX
o 3. Consumer Staples
o 4. The US Dollar
o 5. Healthcare
o 6. Financials
o 7. Consumer Discretionary
- The normies are pouring back in, assuming the war with Iran is cancelled, that’s all.
- In geopolitical news, the discussions with Iran aren’t going anywhere, to nobody’s surprise. The US is demanding that Iran surrender to Israel, and Iran is telling the US to go fuck itself. Analysts that I follow believe the US will attempt a massive “shock and awe” strike and attempt to knock Iran out in a single move by using everything it can muster short of nuclear weapons, and then (assuming that fails, and it will), Israel will nuke Iran to prevent it from retaliating. We’ll just have to see. I believe a lot of these analysts are boomers who haven’t internalized what has been demonstrated in Ukraine, Yemen, and Israel over the last 5 years.
source: https://www.youtube.com/watch?v=Wi1FD-GNSMA
- The idea that the US can knock out Iran quickly before it can retaliate hinges entirely on the B2 stealth bombers, which I believe aren’t going to be as stealthy as the US is counting on, thanks to China’s radar technology. Even if Israel launches their nukes at Iran, it’s not like those nukes will be undetected and instantly hit their target. They’ll have to travel a vast distance to reach their targets, and that will give Iran ample time to unleash its entire arsenal onto Israel and the US, not to mention that Israel will be nuked by either Pakistan or Russia. The idea that BRICS will allow the Regime to aggress against their allies, and nuke them when they lose, and BRICS won’t do anything, is absurd, but that is indeed the plan it seems. Netanyahu is meeting with Trump this Wednesday, so the show may begin this week.
source: https://www.rt.com/news/632204-middle-east-on-brink-of-war/ , https://www.rt.com/news/632228-iran-nuclear-enrichment-proposal/
- The bottom line is that nothing has changed from yesterday. I’m still watching developments in Iran and the silver market, but so far nothing has happened; the week is young.
TFMonkey @tfmonkey
Monkey’s Market Minute: February 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.
- In today’s emergency/survival equipment section, let’s begin talking about medical supplies. Obviously you will need a first aid kid, preferably a trauma kit, and know what you’re doing so you can stabilize a wound. However, since I want to talk about resources with multiple uses, let’s talk about hand sanitizer, just plain old hand sanitizer. It was hard to find during COVID, and it will likely be hard to find again. Hand sanitizer will allow you to clean your hands and sterilize cuts and scrapes without water, but because hand sanitizer is mostly alcohol, you can use it as a fuel accelerant if you need to get a fire going quickly if you don’t have proper kindling, or if you’re trying to get a fire going in doors and don’t want a lot of smoke since alcohol burns clean. Similarly to how cooking oil can be fuel and food, hand sanitizer can be fuel and medical supplies, so stock a good amount for your emergency stash.
- Netanyahu has moved his planned trip to DC up to this Wednesday, so the war will likely begin shortly after that. Iran is prepared, so we’re just waiting for the show to begin.
source: https://www.bloomberg.com/news/articles/2026-02-07/netanyahu-to-meet-trump-next-week-as-iran-talks-set-to-continue , https://www.reuters.com/world/middle-east/israels-netanyahu-expected-meet-trump-us-wednesday-discuss-iran-2026-02-07/ , https://www.aljazeera.com/news/2026/2/9/iran-arrests-prominent-reformists-over-deadly-january-unrest
- In the markets, Bitcoin and silver are positive on the day, so that’s bullish. The markets think the war with Iran won’t happen because nothing happened for a couple of days, which means it’ll never happen. That’s just how normies are. If something doesn’t immediately happen, they pile back into risk and assume it was a false alarm.
- The bottom line is that I’m still focused on Iran and silver. We may attack Iran this week once Netanyahu meets with Trump, we’ll see.
TFMonkey @tfmonkey
Monkey’s Market Minute: February 6th, 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.
- Today’s survival equipment is a DIY sand bucket filter for cleaning water. Distilling water is still important and removes things that filter won’t catch, like dissolved chemicals and metals, but a sand filter works as well as a disposable Brita filter and lasts forever. You can make a small one using a 5-gallon bucket for personal use, or scale it up for more people. Here is a tutorial video showing how to make it: https://youtu.be/QSJsK3Y5r2s , and a video explaining how and why they work: https://www.youtube.com/watch?v=lU81mZRd8dc. This method of water filtration has been used since medieval times and continues to be used in third-world countries that aren’t retarded dirt-cookie eaters who throw trash in the shit river. These filters are shockingly cheap, and you can clean them by removing the top layer. You don’t need to hoard a ton of water filters if you’ve got this, and it takes up less room than a bunch of water bottles and filters.
- Let’s return to the financial markets and geopolitics.
- It was a bloodbath in the markets today. A lot of analysts are trying to explain things and panicking because everything is going down: stocks, crypto, and even metals are falling. People are asking what they’re supposed to buy in this environment, and the answer is … cash. When everything is going down, it means cash is going up. Don’t expect this to last. The casino may be rigged, but the laws of economics always win. In fact, if they successfully push silver below $50, load up if you missed the boat last time. It’ll probably be your last chance.
source: https://www.zerohedge.com/markets/us-stocks-declined-amid-continued-tech-woes-and-weak-labour-market-metrics-newsquawk-asia , https://www.zerohedge.com/markets/amazon-plunges-after-forecasting-50-surge-capex-200bn , https://www.zerohedge.com/markets/stocks-sold-tech-valuations-are-questioned-yields-fall-weak-jobs-data-newsquawk-us-market , https://www.zerohedge.com/markets/broadly-good-dollar-citadels-macro-gurus-ultimate-guide-implications-fed-chair-warsh , https://www.zerohedge.com/markets/futures-bitcoin-gold-all-tumble-momentum-liquidations-accelerate , https://www.zerohedge.com/markets/quants-multi-strat-funds-crushed-worst-day-covid-selloff
- What is the Regime’s plan here? Aren’t they supposed to be propping up the market to keep the economy going? Yes, but the rotation into metals was a direct threat to the dollar, but what else is there: crypto and the AI bubble? They need to get people investing in stocks and other dollar-denominated assets, but not silver and gold, which are in competition with the dollar. I don’t know how they plan on doing this, but step one is to bring metals down and push people into cash, so mission accomplished. What’s the next step? I’m not sure, because we’ve left the realm of market fundamentals a long time ago.
source: https://unherd.com/watch-listen/trumps-fed-chair-pick-wont-save-the-dollar/
- The winners in the market today were:
o 1. The VIX
o 2. Bonds
o 3. Natural Gas
o 4. The US Dollar
o 5. Utilities
o 6. Agriculture Commodities
o 7. Consumer Staples
- The losers in the market today were:
o 1. Bitcoin
o 2. Crypto
o 3. Materials
o 4. Gold
o 5. Consumer Discretionary
o 6. Information Technology
o 7. WTI Crude Oil
- The market is signalling a recession, but there is no way Trump allows the market to crash and for a recession to trigger during an election year, after all the manipulation and bullshit he’s done since last year to prevent this exact scenario from happening.
- In geopolitics, the plan appears to still be on for a war with Iran, despite Iran not cucking and being fully prepared for war, the US is moving EVEN MORE weapons into the region. This may actually be the Regime’s final stand. Iran isn’t going to cuck because it wouldn’t change anything. Israel wants them gone, and Iran knows that they must either fight or surrender. Russia and China have Iran’s back, and neither of them gains anything by sitting on their hands as the US destroys Iran. In fact, they have every incentive to assist Iran and defeat the Regime once and for all. Once the US has been defeated, all the wars will end simultaneously. Ukraine, Taiwan, etc., are just proxies for the United States. The US has shown they will never admit defeat and can’t be trusted in negotiations. They must be defeated, and Iran will destroy Israel, which is the “head of the snake” within the Regime. I previously predicted that while the Regime lost its empire in Ukraine, it would be killed in Israel, and so it shall be. The current talks are a joke meant to buy time for the US to move more weapons into place, and Iran knows it, and they aren’t even pretending otherwise. With the US/Russian nuclear treaties officially expired, nukes could very well be used. Either way, it’ll be over soon.
source: https://merovingian.club/web/@Terry@poa.st/116021211049897983 , https://www.rt.com/news/632077-trump-extending-new-start-treaty/ , https://www.rt.com/russia/632016-lavrov-iran-us-talks/ , https://www.zerohedge.com/geopolitical/uncharted-territory-us-russia-now-have-no-limits-nuclear-weapons
- The only other geopolitical news of note is that Panama used their Supreme Court to void a contract with China in order to allow the US to bid for the Panama Canal. I have no idea if the government of Panama caved due to the kidnapping of Moduro, or if they simply took a bribe, and it ultimately doesn’t matter. Panama doesn’t believe BRICS can defend them as they failed to defend Venezuela. If they turn things around in South America with Cuba, then maybe these countries will come back, but you can’t blame them for cutting a deal to prevent regime change. This is another reason Iran must win.
source: https://www.zerohedge.com/geopolitical/billions-chinese-investment-flee-panama-beijing-livid-over-canal-ports-decision
- So the bottom line is that we’re waiting for the Regime’s last stand against Iran. It will likely go nuclear, and if it does, so be it. I applaud BRICS for attempting to avoid nuclear war, and we should hope for the best while preparing for the worst. As far as the markets go, the market is crying for a reset, but that won’t happen during an election year, especially not with Israel on the line. Use the opportunity to prepare, and if metals are pushed down enough, buy more, but stay out of the futures market. The futures market is AIDS.
TFMonkey @tfmonkey
Monkey’s Market Minute: February 5th, 2026
Disclaimer: Never take investment advice from strangers on the internet, especially monkeys. Learn how to manage your own money or seek out a professional who can give you personalized financial services. This newsletter is just my thoughts and opinions, and if you copy me and lose the money, you have nobody to blame but yourself.
- Today, let’s talk about something everyone needs and can get right now for free, which are apps that allow you to access information if the internet goes down or if your phone loses its connection. Combine these apps with a solar recharger (https://www.amazon.com/FlexSolar-Ports-0-8lbs-Waterproof-dustproof-Compatible/dp/B0FMF64NV5), and you are good to go. I previously talked about using a durable laptop and a thumb drive, but a smartphone is much smaller and multifunctional. It’s something you’ll have on you anyway, so why use a redundant laptop?
- Here is a website listing some of the best prepper apps, including apps that have offline functionality, which include logistical management, emergency information, offline maps, first aid and medical references, foraging and plant identification apps, survival guides, etc.: https://mrsurvivalist.com/best-prepper-apps-mobile-tools-for-survival/
- Some other resources not listed on that prepper list are apps like Kiwix, which allows you to access Wikipedia offline. Yes, Wikipedia is woke, but its political nonsense is restricted to political topics, not medical information and other useful things that don’t have a political angle. Another app is Termux, which allows you to emulate Linux and download a lightweight version of Deepseek or Kimi to run on your phone via Ollama. There’s also Bitchat, which allows your phone to be Meshtastic compatible and communicate without a central network, although it uses Bluetooth and is nowhere near as good as Meshtastic itself.
o Kiwix: https://kiwix.org/en/applications/
o Termux and Ollama: https://www.youtube.com/watch?v=utWcC43Vjak
o Bitchat: https://bitchat.free/
- I haven’t personally messed around with these apps yet, but I’m very interested in setting up a local AI on a phone, but I don’t have a spare one at the moment. The next time I trade in my phone, I’ll keep my old phone and use it as my local AI phone, which will also have full Wikipedia as well as all the prepper apps. Make sure you get a durable case for it to keep it safe, and get a solar recharger so you can keep it powered if the grid goes down or even if you’re just camping with a bad signal.
- Alright, back to the news!
- Iran said it would negotiate the nuclear program, but their ballistic missile program and support for Hamas and Hezbollah are not up for discussion. The US said that it was “this or nothing”, and Iran said, “Ok, then nothing”. Iran just doesn’t care. They’ve truly reached “fuck it”, and it’s glorious. They’re not even humoring the US with useless talks that will go nowhere, like Russia is. I honestly don’t know what the Regime will do because they can’t win, but Iran isn’t playing along and letting them stall. We’re in uncharted waters here, folks. Update: The US cucked and agreed to Iran’s demands. Womp womp.
source: https://www.theguardian.com/world/2026/feb/04/us-iran-talks-risk-collapse-oman-move-rejected , https://www.iranintl.com/en/202602041548 , https://www.zerohedge.com/geopolitical/netanyahu-tells-us-envoys-iran-cannot-be-trusted-if-deal-reached , https://www.zerohedge.com/geopolitical/trump-warns-bad-things-if-no-iran-deal-reached-venue-moves-oman
- In other geopolitical news, as the old Cold War nuclear treaties expire, Russia is reaching out to coordinate with China since the US doesn’t seem to be in any hurry to extend the treaties. The US is likely going to try to use nukes (or threaten to) to gain leverage since they literally have nothing else to turn to. Russia should put nukes in Cuba in case the US threatens Russia. I don’t see a scenario where the Regime accepts defeat, and with nukes being their only asset, nuclear treaties expiring tomorrow with no indication that the Regime wants to extend them, and it’s obvious they plan on leveraging nuclear weapons in some way to force BRICS to let them win, hence why Russia should stage nukes in Cuba as a countermeasure and bargaining chip. It’s literally how Russia got the US to remove nuclear weapons from Turkey during the Cold War.
source: https://www.zerohedge.com/geopolitical/putin-notifies-xi-new-start-status-trump-ready-let-go-nuclear-arms-control-russia
- In the markets, the winners today were:
o 1. Natural Gas
o 2. The VIX
o 3. Energy
o 4. Materials
o 5. Real Estate
o 6. Consumer Staples
o 7. Healthcare
- The losers today were:
o 1. Crypto
o 2. Bitcoin
o 3. Information Technology
o 4. Communications Technology
o 5. Utilities
o 6. S&P 500 Index
o 7. Bonds
- Nothing is happening in the markets; it’s just the same old, same old.
- Tech fell today, but promises of more CAPEX based on phantom money is lifting certain names like Google. The tech bubble continues.
source: https://www.zerohedge.com/markets/us-stocks-indices-finished-mostly-lower-continued-tech-woes-semiconductors-hit-newsquawk , https://www.zerohedge.com/markets/google-goes-wild-after-hours-after-beating-estimates-projecting-mindblowing-capex , https://www.zerohedge.com/markets/worst-day-momentum-2022-wall-streets-top-traders-explain-why-everything-suddenly-blew
- There is more volatility in precious metals, but nothing new to report.
source: https://www.bullionvault.com/gold-news/gold-price-news/gold-silver-china-020420261 , https://www.bullionvault.com/gold-news/gold-price-news/gold-silver-china-020420261
- The bottom line is that the markets are still in limbo with the AI bubble, and precious metals markets amount to so many plates the government is trying to keep spinning while they try to hold their empire together. However, with Iran standing up to them and calling their bluff, and the nuclear treaties from the Cold War expiring, the Regime probably has one more trick up its sleeve before they fall. I don’t know what the Regime is planning, but it’s going to involve nuclear weapons because that’s all they have at this point.
TFMonkey @tfmonkey
Monkey’s Market Minute: February 3rd, 2026
Disclaimer: Never take investment advice from strangers on the internet, especially monkeys. Learn how to manage your own money or seek out a professional who can give you personalized financial services. This newsletter is just my thoughts and opinions, and if you copy me and lose the money, you have nobody to blame but yourself.
- I was going to talk about meat curing today, but part of the curing process requires keeping the meat below 60 degrees during the curing process to prevent spoilage, and so I began researching how this was done in ancient times. Before refridgeration people used basements and root cellars to keep the temperature lower to keep food cool. However, not everyone has access to a basement or root cellar, and I learned about something really cool (literally) called a Zeer Pot, or a Pot-in-Pot Refrigerator.
- Remember when we turned two terra-cotta flower pots into a candle-powered heater? Well, the Zeer pot works based on similar but opposite principles and is ALSO made using two flower pots. You put the smaller pot inside the larger pot with sand in between them. Wet the sand, allowing the sand to soak in as much water as possible without getting any water into the innerpot. As the water in the sand evaporates, it will pull heat away from the inner pot, cooling it down better than a mini fridge, but it works best in dry environments and not humid ones. This energy-less refrigerator method has been used for thousands of years and goes back to ancient Egypt. It cools the inner pot 30-40 degrees compared to the ambient temperature, but only 5-15 degrees in high humidity. A basement or root cellar is best, but if those aren’t available, a Zeer Pot is better than nothing.
- You don’t need any special equipment, just some large flower pots and some sand. For foods that require ventilation, cover the inner pot with a wet cloth or towel rather than a lid. Here are some videos showing how they’re made and how they work, but they’re essentially glorified igloo coolers, and instead of ice packs, they’re powered by evaporating wet sand: https://www.youtube.com/watch?v=G03XdPvBe_E , https://www.youtube.com/watch?v=Nctr9xJIxUs
- The only downside to Zeer pots is that they require large pots, and they’re very heavy. They’re more mobile than a basement or root cellar, but they’re made for homesteading, not mobility. They also use a lot of water since they work via evaporation, but the water doesn’t need to be drinkable, so even unfiltered water will work. There might even be a way to harness the evaporative effect during distillation to simultaneously purify your water and create a cooling effect for food preservation. Waste not, want not.
- Let’s return to our regularly scheduled market and geopolitical analysis:
- The most important thing is that now that Iran, Russia, and China called the Regime’s bluff and didn’t cuck, the Regime looks like it’s seriously going to negotiate a deal with Iran rather than nuke them (because Israel will be nuked back, either by Russia or Pakistan). This is good because it means the Regime has lost, and WW3 may have been avoided. I’m sure Mossad is looking for some angle to defeat Iran, but there isn’t one. Their only chance was for Iran, Russia, and China to continue to cooperate and cuck to avoid war. All they have to do to win is stand up to the Regime, which has now happened. The next shoe to drop will either be a false flag in order to attempt to gin up support for WW3, but this is a stupid plan, and wouldn’t work anyway. The only move the Regime really has is to finally take the L, sit down with Russia and China, and accept the multipolar world.
source: https://www.reuters.com/world/middle-east/iran-examines-diplomacy-with-us-hopes-results-coming-days-official-says-2026-02-02/ , https://www.timesofisrael.com/liveblog_entry/amid-reports-of-planned-direct-us-iran-talks-witkoff-to-arrive-in-israel-tomorrow-to-meet-pm-and-zamir/ , https://www.zerohedge.com/geopolitical/trump-concedes-iran-seriously-talking-us-ayatollah-says-we-dont-seek-attack-any
- The Regime is still trying to get people not to buy Russian energy. The EU has issued a total ban on Russian gas, causing members of the EU to sue, and most surprisingly of all, India has agreed to stop buying Russian energy and import American energy from the other side of the world. Did Trump threaten to deport all the Indians if they didn’t comply? India is going to bankrupt their economy, and it’s in the middle of Asia, surrounded by Russia and China next door. India is most likely scamming the US, trying to set something, but won’t keep up their end of the bargain. I just don’t see how they expect to be dependent on US energy while being geographically in the heart of Asia. It makes zero logistical sense, but maybe we’ll learn more later.
source: https://www.zerohedge.com/geopolitical/energy-suicide-slovak-pm-fico-sue-after-brussels-issues-total-ban-russian-gas , https://www.zerohedge.com/markets/trump-lowers-india-tariffs-modi-stops-buying-russian-oil-will-cut-tariffs-zero-buy-american
- The winners in the market today were:
o 1. Consumer Staples
o 2. Industrials
o 3. Financials
o 4. Materials
o 5. Consumer Discretionary
o 6. Information Technology
o 7. Healthcare
- The losers in the market today were:
o 1. Natural Gas
o 2. Bitcoin
o 3. The VIX
o 4. WTI Crude Oil
o 5. Brent Crude Oil
o 6. Broad Commodities
o 7. Gold
- Since a massive regional war in the Middle East (and possibly WW3) is far less likely than it was a few days ago, markets are stabilizing.
- Economically, nothing has changed. The AI bubble is still a bubble. Metals are not going to stay low much longer because the fundamentals haven’t changed. The speculation about the new FED chair being a hawk who won’t cut rates is retarded and nonsensical when the government needs lower rates. The media is trying to combat the observable reality with propaganda to manipulate normie sentiment, but it’s like taking a thermometer and putting it in ice water to cover up the fact that you are sick with the flu with a temperature of 110 degrees. You’re still sick, but you’re lying because you don’t want people to know how sick you are. Some people will see your manipulated temperature and be relieved, but those who know can look at you and see you’re clearly seriously ill. Nothing has changed.
source: https://www.zerohedge.com/markets/private-credit-stocks-crash-after-shock-report-reveals-huge-exposure-collapsing-software , https://www.zerohedge.com/markets/when-will-gold-and-silver-bounce-worlds-top-precious-metal-traders-share-their-views , https://www.zerohedge.com/markets/crypto-stocks-rebound-all-glitters-sold-again
- So the bottom line is that as far as the markets are concerned, nothing has changed. We’re still waiting for the house of cards the government is propping up to tumble down. As far as the geopolitical situation, the Regime has been checkmated, and that’s a good thing. I’m sure the Jews are seething, and Netanyahu is making another trip to DC soon, so I’m sure if there will be an attack on Iran and WW3, it will be discussed then, but there is no path forward for the Regime. There is only accepting defeat graciously, or getting nuked because you couldn’t accept defeat. I’m curious about how this India deal is supposed to work because it makes no sense, even on paper. My gut tells me India is scamming America, which is pretty par for the course for their kind, so it tracks.
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
Monkey’s Market Minute: January 30th, 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.
- Today’s emergency preparedness item is related to food, medicine, and heat. I’m talking about … terra cotta flower pots. First, you need flower pots to grow medicinal herbs and small plants for food. Many plants may not be suitable for being outdoors based on your climate, so having some flower pots indoors will allow you to grow more varieties of plants than just from your garden alone. However, why did I mention heat? I’m building out these tips with things you need, but also things that have multiple uses and build on each other. You can use terra cotta flower pots to turn candles into radiant heaters. If you light a candle, it will provide light, but not much heat because heat rises, so all the heat from the candle will go straight ot the ceiling. However, if you put the candle under a terra cotta pot, it will heat the terra cotta to over 200 degrees in 30 minutes, and that heat will radiate throughout the room. If you own a ceramic heater, they work really well, and this is simply an electric-less version of a ceramic heater. You can buy a specialized ceramic candle heater for heating tea, but the whole point of this series is to give you simple products with multiple everyday uses that you can use right now instead of stocking them in your basement alongside those dehydrated meals you’ll never use. Coconut oil can be used for cooking, and to make candles and soap. The distiller/steam juicer can be used to purify water and preserve fruit without refrigeration, but it is also a double-boiler that you can just use right now to melt foods like chocolate and cheese without burning them. It’s not JUST an emergency supply product; it’s a product you can use today to save money, and it is essential in an emergency.
- Terra cotta flower pots are another such product. You need them anyway. You should have a garden and begin growing plants today, even just as a hobby. I grow fresh basil to use with my steaks, for example. I’ve tried planting other food crops, and most have failed, but I’m learning. Don’t wait until shit pops off to begin learning. You need to have a base level of skill in these now so that when your life depends on them, you’re ready, and in the meantime, you save money and could even sell the things you produce as a side hustle.
- Here is a link to a flower pot candle heater on Amazon which is selling for $50 and is obviously just a couple flower pots and some hardware that you can buy at the hardware store for half the price: https://www.amazon.com/Radiator-Creative-Double-Walled-Tealight-Candles/dp/B0C3B6PPQ9 However, you don’t actually need the hardware or anything fancy unles you want to paint it up and make it a product (which apparently people will pay $50 for). You can just prop up a couple of flower pots on anything. All you really need are candles and flower pots, and you have a radiant heater. Here is a video proving it works and how easy it is: https://www.youtube.com/watch?v=GV23gAO7F8E , and a video using a cooking oil candle, which claims to burn for 72 days: https://www.youtube.com/watch?v=xnNHM4OLkvE
- So that’s it, just buy some terra cotta flower pots, use them to grow stuff, and if you need heating, you can repurpose them into radiant heaters, or use some hardware from the hardware store to turn them into $50 candle heaters and sell them to people.
- The US is apparently having second thoughts regarding Iran. The plan was to blockade and seize Iranian ships, or conduct limited strikes, and count on everyone making a deal to make it stop while avoiding total war, but Iran said they aren’t playing that. If the US attacks them in any way, they’re going to declare total war on the US and Israel, and they will destroy everything. Trump is now pivoting to Cuba, and the Iran thing may be quietly memory-holed since the US has no answer for this. They were counting on everyone just letting them do whatever they wanted and being too afraid of war to push back, but Iran didn’t cuck like they hoped, and there’s nobody they can bribe to turn off the air defenses and let them win because those people were already rounded up and killed. Either Trump cucks or Trump goes ahead with the strike, but I predict he’ll cuck because Israel will be destroyed if he moves ahead. Iran found the Regime’s weak spot, which is Israel. If you threaten to destroy Israel, and the Regime knows you’re serious, they’ll back down. I hope Russia and China are taking notes.
source: https://www.zerohedge.com/geopolitical/erdogan-urges-trump-let-him-mediate-iran-crisis-amid-fears-refugee-explosion , https://www.zerohedge.com/geopolitical/saudi-israeli-officials-swarm-dc-trump-weighs-iran-strike-options , https://www.zerohedge.com/geopolitical/eu-poised-label-irgc-terror-org-boosting-potential-trump-strikes-iran
- Trump is bragging that he got Putin to stop attacking Kiev for a week because the people have no heat, and it’s the middle of winter, and Putin agreed. If I were him, I’d be a smart ass and attack other major cities and destroy other targets outside of Kiev, and then destroy the Kiev targets exactly one week from today, but that’s just me.
source: https://www.zerohedge.com/geopolitical/unprecedented-trump-gets-putin-halt-strikes-kiev-1-week-call , https://www.zerohedge.com/geopolitical/kremlin-exasperated-key-nuclear-treaty-expires-next-week-crickets-us-side
- There are unconfirmed reports that Russia and China are sending their own fleets to Iran to “conduct live fire naval drills” with Iran (wink wink, nudge nudge). If this is true, Trump and Israel really fucked up.
source: https://x.com/DD_Geopolitics/status/2016898750631805229 , https://x.com/Megatron_ron/status/2016925768853475333
- In the markets, everything crashed, and then gold and silver recovered, and then fell again. The US is throwing trillions of dollars at trying to suppress commodity prices globally. The price of gold and silver isn’t set by the COMEX, it’s set in Shanghai. The COMEX contracts are just paper contracts for cash settlement anyway. There is no physical silver, and those who actually need silver are going to pay the actual market price for it, including in the US. Losing an empire is like falling in love: it happens slowly, then all at once.
source: https://www.zerohedge.com/markets/bitcoin-battered-everything-else-bounces-back-early-bloodbath , https://x.com/KobeissiLetter/status/2017007827731259426 , https://x.com/KobeissiLetter/status/2017057640900137085 , https://x.com/GlobalMktObserv/status/2016881521714450742
- The winners in the market today were:
o 1. Natural Gas
o 2. WTI Crude Oil
o 3. The VIX
o 4. Brent Crude Oil
o 5. Communications Technology
o 6. Broad Commodities
o 7. Real Estate
- The losers in the market today were:
o 1. Bitcoin
o 2. Crypto
o 3. Information Technology
o 4. Consumer Discretionary
o 5. Healthcare
o 6. S&P 500 Index
o 7. The US Dollar
- Gold was positive too on the day, despite the volatility.
- So the bottom line is that we’ll see if Trump pulls the trigger or not on Iran. If the B2s don’t work, Israel will likely nuke Iran. On the off chance that Iran cucks, then this playbook will eventually be repeated against Russia and China. Even though BRICS has been winning, you can’t just sit around and let the US and Israel overthrow your allies while you back down because you’re afraid of war. This is the only way the Regime wins. I’ve been saying this since 2023. They can’t win until BRICS cucks. I see no evidence of Iran cucking, and once a single country calls their bluff, the Regime loses. Is today the day? We’ll see.
TFMonkey @tfmonkey
Monkey’s Market Minute: January 29th, 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.
- Today’s disaster preparation segment is an important one: water. There are lots of ways to purify water using filters, tablets, boiling, etc. However, all of these have shortcomings; even boiling won’t remove metals or chemicals from water, but distillation works when all other methods fail. I did some research, and the distiller I recommend is actually a steam juicer, which can be used as a water distiller by removing the colander pot, putting the lid on top, and placing another pot full of cold water on top to aid in condensation. There is another (more expensive) distiller that has a condensation pot instead of a colander pot, but the colander pot allows you to make juice from literally anything. In fact, you can make essential oils from flowers and wood using the steam juicer, which will aid in your candle-making from the other day. You can use the juice to make drinkable juices like apple cider, homemade country jelly, and vinegar. There are specialized distiller kits to make alcohol, but those require temperature control and are more complicated, making alcohol a premium tradable good in a hyperinflationary scenario. You’ll need a basic distiller to purify water, and this can also make juice. Once you get the hang of it, you can get a separate alcohol distillation kit and make wine and whiskey. Plant grapes on your homestead, and harvest them for free, infinite juice, jelly, and wine that you can enjoy long out of season without refrigeration or power.
- Here is a link to the steam juicer I bought if you’re interested: https://www.amazon.com/dp/B00B2CJNNU?smid=A14WB5G0AJDLHQ , and here is a video tutorial: https://www.youtube.com/watch?v=ieJUuRXVHN0 Please note that you’ll need a canning tub and some mason jars if you want to preserve them without refrigeration, but I’m recommending all of this because you need a way to purify water reliably anyway, and having a solution that has multiple uses is much better than the alternatives. Being able to use your water purification solution to make juice, jelly, syrup, and wine is just a bonus. All of these not only preserve otherwise very perishable fruit, but they can be traded, especially the alcohol, and in a hyperinflation/collapse scenario, being the guy who can make alcohol makes you popular and valued in the community. Here is a video of someone distilling water using an alcohol distiller. You can use an alcohol distiller for everything, but it has many more moving parts, but they’re not expensive, so it’s better to get both a basic distillation kit and a separate alcohol one if you want to make alcohol, so that if the fancy parts fail, you can still make water: https://www.youtube.com/watch?v=rZ21fMMg2LM
- In the markets, the FED didn’t cut rates as expected. The market “shrugged” as gold hit new all-time highs.
source: https://www.zerohedge.com/markets/market-shrugs-fed-dollar-bounces-bessent-sp-stalls-gamma-wall-after-record-high , https://www.zerohedge.com/markets/fomc-34
- The winners in the market today were:
o 1. Gold
o 2. WTI Crude Oil
o 3. Brent Crude Oil
o 4. Broad Commodities
o 5. Information Technology
o 6. Energy
o 7. The US Dollar
- The losers in the market today were:
o 1. Natural Gas
o 2. Real Estate
o 3. Consumer Staples
o 4. Healthcare
o 5. Consumer Discretionary
o 6. Industrials
o 7. Bonds
- Nothing really to report since yesterday. We’re still waiting on Trump to begin the war with Iran and launch an energy crisis for no reason.
- In geopolitics, Marco Rubio is saying we must “preemptively prevent” Iran from attacking the US by attacking Iran first, but in a way that allows us to pretend that attacking first is defensive, because they’re “preemptively preventing” Iran from attacking. It’s just stupid at this point. Irah says there will be no talks and that they’re “200% ready” to defend themselves. It doesn’t sound like they’re going to cuck to me.
source: https://www.zerohedge.com/geopolitical/war-drums-gulf-us-armada-patrols-saudi-arabia-uae-deny-airspace-access , https://www.rt.com/news/631668-iran-warns-us-response/
- So the bottom line is that we’re once again waiting for the US to start another war. Iran is extremely heavily armed with top-shelf weapons from Russia and China, who have every incentive to arm Iran because it allows them to test their weapons directly against the US with clean hands. Everyone is underestimating Iran, and they’re likely to rely heavily on B2 stealth bombers to bypass Iranian air defenses, but Iran has the Chinese quantum radar that is supposed to be able to detect stealth fighters, and if the B2 are destroyed, the Regime has no answer for that, as that was their “ace in the hole” wonder weapon.
- Well, we know they’re going to attack Iran because Israel wills it, but they’re hesitating. It’s very telling that Iran isn’t playing along with their false diplomacy anymore. They’re just telling them that they’re ready for them; there will be no talks, so the move is on Trump to signal the attack and see how the dice land.
TFMonkey @tfmonkey
Monkey’s Market Minute: January 27th, 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.
- In today’s survivalist prep section, I was going to talk about water, but I got asked about the cooking oil from yesterday. Some people were having trouble finding stoves that work with coconut oil, and they wanted help, as most stoves run on petroleum gas or wood. So here’s the deal: if you’re looking for a stove for home, get a basic wood-burning stove, which not only provides heat, but the top can be used to cook. Wood is cheaper and more plentiful than burning oil, but if you’re on the go or don’t have access to a wood-burning stove, you can use camping stove and a candle made out of any fuel you want (including cooking oil). You can make these as needed from literal trash, so you don't need to stock these. You can boil water by making enough candles to cover the bottom surface of the pot or kettle. Candles are surprisingly hot. To make a coconut oil candle, you just need a glass or metal container, a wick, and something to hold the wick in place. You can recycle some trash (i.e., used soda cans for the container and wick holder) for everything you need except the wick. The wick just has to be 100% cotton cord, so get some rope (which is handy to have anyway) or even butcher’s twine (which is handy to have anyway), and you have everything you need to make a candle for all your light, heat, and cooking needs. Here is a video of a very basic camping stove that can run on twigs or anything: https://www.youtube.com/shorts/GVzIwtsBVWw , https://www.amazon.com/Solo-Stove-Lite-Compact-Backpacking/dp/B007DBD3IU , and here is a tutorial about how to make a multi-wick stove candle using oil and a tuna fish can (i.e., literally trash): https://www.youtube.com/watch?v=9EaA6xKacWY
- As you can see, you're not stocking a bunch of fancy prepper gear that’s going to rot in your basement for 20 years. This is all shit you can and should be using in your everyday life, and with a little creativity, can be used in an emergency to save your life. You should have cooking oil anyway. You should have cans of food anyway. You should have cotton cord or butcher’s twine anyway, and you can combine the things you have and make a candle to provide light, heat, and cooking fuel, and because it’s not wood, it’s not going to fill your house with smoke and carbon monoxide. Just remember that when cooking, you need multiple candles (or candles with multiple wicks) to spread the heat across the surface area of the pot or kettle in order to boil the water. Virgin coconut oil burns more slowly than refined coconut oil and has a pleasant coconut smell when it’s melted and burned. Bored housewives make craft candles out of coconut oil for this reason and sell them on Etsy. A 6-oz artisan coconut oil candle goes for about $11. So you can make these as a hobby and sell them for profit, or if you’re the kind of guy who buys scented candles or wax melts (no judgment, it’s not gay to enjoy smelling nice), you can make your own candles instead of buying them from the store for 10+ dollars a pop. BTW, the smoke from paraffin candles can cause cancer, whereas coconut oil does not, so if you’re a health nut, there you go. If you want fancy scents, you’ll have to source your own fragrance oils for your candles, though, but it could be a nice side hustle and a way to meet women, who knows? Bitches love scented candles.
- Alright, I think that covers everything. If you have more questions, let me know, but the rule of thumb is that camping and disaster survival are essentially the same thing, so most of the equipment you want is glorified camping gear, and it’s not expensive.
- Alright, let’s return to our market and geopolitical analysis d commentary:
- Silver crashed, losing all of it’s gains on Sunday, then swung back again after the markets closed in a face-melting $2 Trillion swing in 14 hours! This is what you call a government-engineered crash, and the markets are going “nope” and reversing it. There will likely be another crash tomorrow, and the government has infinite money, so if the government successfully causes silver to crash, it might be time to load up if you haven’t already. Tomorrow is COMEX OPEX (commodities exchange options expiration), so they’re going to desperately try to crash the price, but it will very likely roar back shortly thereafter.
source: https://x.com/KobeissiLetter/status/2015992070272630965 , https://x.com/TFMetals/status/2015873941081125140
- There is also a rumor that the US is going to bail out Japan, which will severely weaken the dollar and make metals go up even more, and this is why a lot of insiders who aren’t known to speculate on foreign currencies have all started buying Yen recently. However, it’s not confirmed yet, so maybe it doesn’t happen, or maybe they’re worried about the consequences of this during an election year. It’s almost like everything is fucked, and all you can do is stall as the fires begin to multiply.
source: https://www.zerohedge.com/markets/rate-check-and-yen-heres-how-trade-coordinated-global-currency-intervention , https://www.ft.com/content/ff87c253-7d99-4789-9a58-5dda25089805 , https://www.forbes.com/sites/johnhyatt/2026/01/21/japanese-market-turbulence-yields-an-unexpected-winner-warren-buffett/
- The winners in the market today were:
o 1. Natural Gas
o 2. Gold
o 3. Broad Commodities
o 4. Bonds
o 5. Information Technology
o 6. Utilities
o 7. Communications Technology
- The losers in the market today were:
o 1. Bitcoin
o 2. Crypto
o 3. Consumer Discretionary
o 4. WTI Crude Oil
o 5. The US Dollar
o 6. Brent Crude Oil
o 7. Materials
- I just want to point out that I’ve noticed, and I hope you’ve noticed, that the gold bugs have been far more gracious and less obnoxious than the cryptards ever were. I want to believe crypto is on its way out, but the government is counting on stablecoins to bail out the bond market, so I expect the government is going to breathe new life into the bubble again somehow.
- Nothing new to report geopolitically. Trump cucked against the Left in Minneapolis, blaming ICE and Border Patrol and throwing them under the bus. Iran was making fun of the riots and shootings happening in Minneapolis after the failed Iranian riots a few weeks ago, so maybe Trump wanted to end the growing crisis so he could focus on Iran. Serving Israel is more important than domestic issues.
source: https://www.zerohedge.com/geopolitical/irgc-has-finger-trigger-us-carrier-strike-group-enters-waters-near-iran , https://www.zerohedge.com/geopolitical/iranian-state-tv-urges-americans-rise-lauds-minneapolis-protests-instant-karma
- The bottom line is that nothing is really happening that we haven’t already talked about. We’re still waiting on the Iran war to kick off, and we’re still headed towards a Stagflationary depression, hyperinflation, and civil war. The markets are going nuts because of a COMEX OPEX, and Trump cucked to Antifa. You can collect your “Fell for it Again” awards at the door.
TFMonkey @tfmonkey
Monkey’s Market Minute: January 26th, 2026
Disclaimer: Never take investment advice from strangers on the internet, especially monkeys. Learn how to manage your own money or seek out a professional who can give you personalized financial services. This newsletter is just my thoughts and opinions, and if you copy me and lose the money, you have nobody to blame but yourself.
- I’m going to start a new segment of the newsletter going forward. With gold and silver breaking records, we need to start “investing” in survival supplies and skills because in the next couple of years, you’re going to need them. I’ll be highlighting a material or product in each newsletter that I think you should consider based on my personal research. I’m in the same boat you are, BTW. We all need to knuckle down and prepare for the worst, so let’s talk about today’s subject: Cooking oil.
- The best cooking oil, based on versatility and shelf life, is virgin (unprocessed) coconut oil. You use it with food, make candles with it for light, burn it for heat, and it smells good when you burn it too, but coconut oil can also be used for:
o Moisturizer, aftershave, conditioner, dandruff remedy, detangler, makeup remover, toothpaste (mixed with baking soda), hemorrhoid relief, lotion for burns/scrapes/sunburns/insect bites, natural deodorant, insect repellent, and … last but not least … sexual lubricant. You can also use it to polish wood, clean stainless steel, condition cutting boards, and remove gum and sticker residue from surfaces.
o Virgin coconut oil can be obtained at Costco for less than $25 for 84 fl oz. or $0.30 per fl oz. It can be stored for far longer than any other oil (5+ years). For example, Ghee (which I personally use for cooking due to my carnivore diet) is $0.80 per fl oz. and only lasts for 1-2 years, but it’s an animal fat, so it’s better for me.
o If you process a lot of meat, you can render the fat into lard as a renewable source of cooking oil, but lard only keeps for 6-12 months without refrigeration (which you can’t rely on), so virgin coconut oil is hands-down the cooking oil you want to stock. Its only downside is that it’s not a liquid at room temperature, which means it might take a little work to transfer between containers, but that’s literally it. It’s an essential fuel with 100 uses that you can use for yourself or barter when things go to shit. Get some. According to my research, the average person needs about 1.5 oz of fuel per day, so 84 fl oz. of coconut oil will last about 2 months, and 6 cans should get you through the year at a cost of only $150, but this is the bare minimum. Stocking some extra supplies will give you wiggle room and provide a source of valuable tradeable goods.
- Alright, now let’s return to our regularly scheduled market and geopolitical commentary:
- Gold is now officially over $5,000, and silver gained 8% immediately when the commodities markets opened.
source: https://www.zerohedge.com/markets/maybe-truflation-something , https://www.zerohedge.com/markets/goldman-macro-mavens-discuss-us-resilience-eu-shakeout-uk-politics-japans-wild-west , https://www.forbes.com/sites/digital-assets/2026/01/25/bitcoin-will-take-the-place-of-gold-fed-suddenly-braced-for-a-34-trillion-blackrock-price-surprise/
- Bitcoin is up on the day, but it’s down over the past 5 days. A lot of normies are losing faith in Bitcoin, especially with silver’s gains. I said before that what will finally kill Bitcoin isn’t a sudden understanding of economic fundamentals, but a new “get rich quick” scheme. 2026 is looking like it might officially be the “TFM was right about everything” year.
- In geopolitical news, the US is squeezing Cuba the same way it squeezes Venezuela, by pirating their shipping and establishing a blockade. This is an act of war, and Russia COULD do something since Cuba is a long-time ally of Russia, but will they? Perhaps. If nobody comes to Cuba’s aid, it’s only a matter of time before someone in the government cuts a deal like what happened in Venezuela.
source: https://www.zerohedge.com/geopolitical/cuba-charges-us-imposing-marine-siege-piracy-its-oil-imports , https://www.zerohedge.com/geopolitical/blockade-infiltrate-overthrow-latin-american-nations-next-trumps-list
- Speaking of traitors and cutting deals, the Chinese general who was being investigated for corruption is being reported to have leaked nuclear secrets to the US, and I’m seeing rumors on social media that there was a planned coup attempt within China by the military, but that insiders exposed the plot. The coup narrative doesn’t seem to be backed up anywhere, but the leaking of nuclear secrets is confirmed, and could be propaganda. It’s hard to say with state control of the media as it is. If the coup attempt was real, then the US just lost a major asset in China, and China may decide to take more direct action against the Regime going forward, rather than just offer material and moral support to its allies, but again, we’ll have to see what’s real and what’s clickbait in the coming days.
source: https://www.zerohedge.com/geopolitical/chinas-sacked-top-general-accused-leaking-nuclear-secrets-us , https://x.com/KobeissiLetter/status/2015527595975033161 , https://x.com/RLHeinrichs/status/2015527429213766036
- No updates regarding Iran or Russia at this time. The fleet is in theater and could attack at any time, and Iran is fully prepared. My hunch is that the US will try to use B2 stealth bombers to destroy Iran’s command and control and air defenses, and we’ll find out if the Chinese quantum radar that can supposedly detect stealth aircraft works or not. If the B2s fail and the quantum radar works as advertised, that was America’s last “wonder weapon”, and they’re finished in Asia. Maybe they hold onto the Americas if Russia and China abandon their allies, but based on the Regime’s behavior, I wouldn’t, especially after the assassination attempt against Putin.
source: https://www.yahoo.com/news/articles/iran-mural-threatens-us-sow-033237340.html , https://interestingengineering.com/military/china-quantum-radar-us-stealth-jet , https://www.mirror.co.uk/news/world-news/donald-trumps-armada-nears-middle-36612931
- So the bottom line is that we’re still in the “we’ll see” phase. America hasn’t attacked Iran yet, and the developments in China could be huge if true, but nothing has changed. The Regime is fucked, and they have nobody to blame but themselves. I hope Netanyahu’s dick tasted like candy, or Trump destroyed the empire for nothing.
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
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
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
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
Monkey’s Market Minute: January 8th, 2026
Disclaimer: Never take investment advice from strangers on the internet, especially monkeys. Learn how to manage your own money or seek out a professional who can give you personalized financial services. This newsletter is just my thoughts and opinions, and if you copy me and lose the money, you have nobody to blame but yourself.
- I want to address something from the show today before we get started. I laid out three possible scenarios: BRICS cucks, WW3, or horse trading, but I dismissed BRICS cucking for multiple reasons. Halsey actually thinks that’s what’s going to happen. Despite BRICS winning the war, they’re going to watch the regime expand further into their territory, while they basically are “allowed” to keep what they started with, and they’re going to do this because they’re afraid of the US and don’t want WW3, oh and Iran is going to be overthrown and abandoned even though the opposite happened 6 months ago for good measure. We’re living in an opposite world where the losers in a war seize territory from the winners because they’re afraid that the people they defeated for absolutely no reason.
- The US seized the Russian oil tanker, and although the Russian military was in the area, they didn’t do anything. This doesn’t mean Russia and China are cucking, but Russia hoped that merely being there would be enough to dissuade the US from crossing this red line, but they were wrong. Since Netanyahu’s visit last week, the US has turned a page and is now going for it, which Russia and China were not expecting, as avoiding WW3 was the standard for both sides... until now. Both Russia and China have issued similar statements, and they’re not the normal denouncements; they’re warning that the US has gotten arrogant and they need to be shown that Russia/China are not afraid of them. It doesn’t sound like they’re going to cuck to me, but we’ll see if Halsey is right (he’s not). BTW, I like picking Halsey’s brain to get the Regime side of the issues.
source: https://www.rt.com/news/630699-us-seizes-oil-tanker/ , https://united24media.com/latest-news/russian-official-threatens-military-retaliation-including-nuclear-response-after-us-seizes-oil-tankers-14833 , https://x.com/i/status/2008942069067468835
- Nothing to talk about in the markets. Metals are up, and energy is excited about the seizing of Venezuelan oil, because it’s a bailout by the taxpayer. Trump has already said that taxpayers are going to pay the energy companies to get Venezuela’s oil, so it’s free money.
source: https://www.zerohedge.com/markets/metals-mania-continues-mag7-lags-2026 , https://www.zerohedge.com/markets/top-goldman-trader-warns-were-early-stages-reflation , https://www.zerohedge.com/markets/chris-wright-takes-venezuela-pitch-oil-executives-miami , https://www.zerohedge.com/markets/us-may-subsidize-oil-giants-rebuild-venezuelas-energy-sector-trump-says
- The winners in the market today were:
o 1. Natural Gas
o 2. The VIX
o 3. Healthcare
o 4. Bonds
o 5. Agriculture Commodities
o 6. The US Dollar
o Everything else was down.
- The losers in the market today were:
o 1. Utilities
o 2. Crypto
o 3. Industrials
o 4. Bitcoin
o 5. Materials
o 6. Financials
o 7. WTI Crude Oil
- The “America, Fuck Yeah” euphoria seems to be dying down. Counting on Russia and China doing nothing and letting you steal everything from their trading partners because they’re afraid of you is also titanically retarded.
- In geopolitics, regarding Iran, they’re not stupid. They know Israel is preparing to attack them, and they know Israel and the West are funding and instigating the riots; they’re signalling that they may not wait for Israel to attack them first, because they’re not benefiting. Iran wasn’t doing anything, and there is no “international law” any longer. There’s no point in being worried about optics when the US and Israel are openly trying to overthrow you. Does this mean that Iran is going to attack Israel? Probably not, but they could, and they probably should. We’re in the eternal “we’ll see”.
source: https://www.zerohedge.com/geopolitical/iran-signals-pre-emptive-action-after-sen-graham-israeli-threaten-khameneis-life
- So the bottom line is that we’re waiting for the next shoe to drop, but the shoe will drop. Israel will do something soon, I can feel it in my foreskin.
TFMonkey @tfmonkey
Monkey’s Market Minute: January 6th, 2025
Disclaimer: Never take investment advice from strangers on the internet, especially monkeys. Learn how to manage your own money or seek out a professional who can give you personalized financial services. This newsletter is just my thoughts and opinions, and if you copy me and lose the money, you have nobody to blame but yourself.
- It turns out I was right. My only mistake was underestimating the intensity of Trump’s dick-waving. I assumed that Trump would pound the table and threaten Mudoro, who would give up and agree to give Trump the oil he already promised him back in October, and Trump would declare victory. I didn’t think he would actually go into Venezuela to stage a massive kayfabe attack and kill dozens of people, but that’s what happened. Let’s cut through the propaganda together, shall we?
- Moduro’s government is still in power. Moduro was taken, but Trump isn’t putting the opposition leader chick in power to be a puppet; Moduro’s government is still in power, just without Moduro himself. Trump likely insisted on taking Moduro for the photo-op, but notice that he was smiling and giving thumbs-up in pictures. He cooperated, and there is confirmation of a stand-down order, which is why none of the helicopters were shot down. It’s not that the Russian and Chinese weapons didn’t work; they weren’t used.
Source: https://www.youtube.com/watch?v=-VTdtb5O6CY
- Remember that Trump himself admitted that he wants Venezuela’s oil, which Maduro offered in October. The attack was just for spectacle, and it’s fucked up that dozens of people were killed, and I’m sure bribing everyone wasn’t cheap either. Now that Maduro is out, rival factions are beginning to emerge. Like I said yesterday, those who thought it was over were retards who were clearly not around during Iraq, where we went from “America, Fuck Yeah” to 20 years of occupation for nothing.
source: https://www.zerohedge.com/geopolitical/regime-tweaking-not-regime-change-what-us-just-achieved-venezuela , https://www.zerohedge.com/geopolitical/who-delcy-rodriguez-maduros-deputy
- Trump is threatening Mexico, Colombia, and Cuba, but we’ll have to see what happens. It’s likely just Trump talking shit, but maybe he keeps the momentum going by bribing a few more governments into letting him win. There is also evidence that the regime is pivoting away from Russia and China, which would be further evidence of horse-trading. The Regime is going to let Russia and China win in their backyards, but South America belongs to the Regime.
source: https://www.zerohedge.com/geopolitical/trump-puts-three-more-latin-american-countries-notice-cocaine-mills , https://www.politico.com/news/2026/01/05/venezuela-operation-pentagon-shift-away-china-00711296
- Someone bet $37,000 on China taking Taiwan this year on polymarket. This bet came from a brand new account with no prior history, and is possibly an insider. This could be further evidence of horse-trading.
source: https://www.casino.org/news/someone-just-placed-a-massive-polymarket-bet-on-china-invading-taiwan/
- Furthermore, Trump has resurrected his demand to annex Greenland from Finland, which is a NATO member. Why does the US need Greenland if Finland is a NATO member? Because NATO isn’t going to exist much longer, but the US wants to control Greenland to have more access to the Arctic to counter Russia and China up there. This is further evidence of horse-trading. NATO will fall, Taiwan will fall, and the US will abandon its empire and focus on the Americas. Unirnicallly, this is exactly what Trump should have done as soon as he assumed office, not a year later, but better late than never, I guess. Consolidating the empire in its decline is the smart move. It would have prevented the Roman Empire from collapsing if they had pulled the legions back and consolidated in Italy rather than trying to hold the empire together and getting picked off one by one. Even if the Jews lose Israel, they’ll be set up in South America, so while the Regime still loses and their empire is fucked, it’s not a complete Roman Empire-style collapse, more like the Soviet Union collapsing.
source: https://www.cnn.com/2026/01/05/world/analysis-trump-venezuela-greenland-nato-intl-latam , https://www.theatlantic.com/national-security/2026/01/greenland-trump-venezuela-nato/685511/ , https://www.theguardian.com/world/2026/jan/05/trump-must-give-up-fantasies-about-annexation-says-greenland-pm
- The dollar is still going to continue to be dumped, and you should behave accordingly. As NATO collapses, and with the loss of Asia, nobody is going to buy America’s bonds any longer. There will still be hyperinflation and economic collapse. Crypto can’t save the regime any more than than $1T platinum coin idea from 2023. They plan on replacing the collapsing demand for bonds by central banks with stablecoin companies. That’s their only plan.
source: https://www.nytimes.com/2023/02/02/business/trillion-dollar-coin-debt-ceiling.html , https://www.brookings.edu/articles/a-trillion-dollar-coin-would-compromise-the-federal-reserve/ , https://www.worldfinance.com/special-reports/the-great-big-stablecoin-bet
- Copper is surging. All the metals are surging, and it’s not hard to see why. Even if the regime and BRICS do a little horse trading, the dollar is fucked, and with the futures market fake and gay, you need physical metal. With gold and silver already high, it’s copper’s turn. Copper is also not a precious metal, and it is fairly cheap, so it’s unlikely to be as manipulated as silver and gold.
source: https://m.economictimes.com/news/international/us/copper-price-rally-today-why-copper-reached-an-all-time-high-above-13000-a-ton/articleshow/126359907.cms , https://www.cnbc.com/2025/12/30/copper-prices-what-next-for-the-red-metal-as-lme-prices-hit-record.html
- The winners in the market today were:
o 1. Crypto
o 2. Bitcoin
o 3. The VIX
o 4. Gold
o 5. Energy
o 6. Financials
o 7. Broad Commodities
- The losers in the market today were:
o 1. Natural Gas
o 2. Utilities
o 3. Consumer Staples
o 4. Healthcare
o 5. The US Dollar
o Everything else was up.
- The “America, Fuck yeah” attitude is making people think that the economy is going to be great because we captured Maduro, despite that meaning nothing. There’s no reason for crypto to be rallying, so it’s probably another pump and dump cycle to shake out those still using leverage.
source: https://www.investors.com/news/bitcoin-price-venezuela-cryptocurrency-prices-oil/ , https://finance.yahoo.com/news/bitcoin-climbs-three-week-high-044546315.html?guccounter=1 , https://www.zerohedge.com/markets/bonds-stocks-oil-gold-crypto-jump-dollar-dumped-amid-maduro-mayhem
- There’s nothing to talk about in the markets that we haven’t already talked about. The economy hasn’t changed since last month.
- So to summarize, here are the things we’ve confirmed:
o Maduro cooperated, and his government was bribed/paid off to allow the US to take Maduro without (much) bloodshed.
o Trump is moving to take Greenland and abandon NATO, very likely as a horse trade with Russia to not interfere in South America.
o A massive bet was placed that China would take Taiwan this year
o Gold, silver, and copper are surging
o The fall of NATO means nobody will buy US bonds anymore, except (hopefully) stable coin companies.
- Here’s what we’re waiting to confirm:
o Is Iran, Colombia, or Cuba going to be attacked? This is unlikely since the only times the US military can win is when its opponent is paid to dive. We’re the Jake Paul of military superpowers.
o Are Russia and China going to abandon South America? This will be hard-proofof a horse trade betweent he regime and BRICS.
o What about Israel, Gaza, and the Middle East? If the Regime cedes Asia to BRICS, Israel is done. I don’t see BRICS letting the regime keep all of the Americas, Europe, and the Middle East while BRICS keeps what they started with after winning. That’s not how war works. The Jews can flee to South America, though, so it’ll be fine.
- The bottom line is that we know a little more today than we did yesterday, but we’re still waiting for confirmation on some other things and for hard confirmation of horse trading between BRICS and the regime. We still don’t even know if the regime can hold onto Venezuela. The coup attempt in Iran has utterly failed, but Israel could still try to launch a decapitation strike against the government again. As I said before, the die has been cast. No point holding back now.
TFMonkey @tfmonkey
Monkey’s Market Minute: January 5th, 2026
Disclaimer: Never take investment advice from strangers on the internet, especially monkeys. Learn how to manage your own money or seek out a professional who can give you personalized financial services. This newsletter is just my thoughts and opinions, and if you copy me and lose the money, you have nobody to blame but yourself.
- There is a lot of propaganda to sift through regarding Venezuela. From what I gather, the people cheering for the removal of Maduro are exiled Venezuelan refugees. The ones in the country don’t want to be colonized by the US and have their oil stolen, nor do they want that female puppet that won the peace prize to be their new leader. They are supporting Moduro’s vice president as the acting President. Trump is going to have to commit boots on the ground and invade Venezuela, Iraq-style, if he wants to take it over and steal all their oil and gold. However, it could be performative, and maybe the existing government cut a deal, and they’re not serious about resistance. We’ll have to see how this develops, but those who thought Venezuela was over are retards. We defeated Saddam Hussein’s government in 3 days, but then we spent 20 years and trillions of dollars (not to mention thousands of lives) trying to turn that country into our vassal and failing.
source: https://www.zerohedge.com/political/cuba-venezuela-china-and-americas-left-wing-connection , https://www.i24news.tv/en/news/international/latin-america/artc-zionist-attack-venezuela-s-acting-president-blames-israel-for-maduro-seizure
- Oil markets are tanking because Trump and Rubio have already indicated that they plan on unleashing Venezuela’s oil onto the market to crash oil prices and hurt Russia. However, I believe this is overblown. It will take months, probably the entirety of 2026, in order to get Venezuela’s neglected infrastructure rebuilt and begin shipping out oil at full capacity. This is a threat to Russia’s economy, but the danger isn’t imminent.
source: https://www.businessinsider.com/russia-economy-oil-price-worst-year-since-pandemic-2026-outlook-2025-12 , https://fortune.com/2026/01/04/venezuelan-oil-production-rebound-lower-crude-prices-long-term-pressure-russia/ , https://x.com/KobeissiLetter/status/2007954193605091407
- Bitcoin is up today, with crypto rallying. The propaganda that what Trump did in Venezuela means “America is back” and that the good times are here again is likely responsible. Nothing has changed in the economy.
source: https://www.coindesk.com/markets/2026/01/03/bitcoin-dips-but-quickly-recovers-as-venezuela-s-maduro-captured
- In geopolitics, we don’t know what really happened in Venezuela. According to official reports, Moduro was considering voluntarily “turning himself in, but the CIA also supposedly had people inside the government. It doesn’t matter at this point because unlikein Syria, there are people in Venezuela who are organized and not enthusiastic about being colonized by the US and having their oil given to American companies, but again, it could all be performative. We’ll see.
source: https://www.zerohedge.com/geopolitical/how-maduro-was-caught-completely-surprise-us-raid-after-cia-team-weeks-monitored-his
- So far, Russia and China’s only response is to demand that the US release Maduro and condemn what Trump did, but they actually need to DO SOMETHING. If they don’t, their trading partners iranwill abandon them out of self-preservation (because if Russia/China won’t do anything to protect them from the US, why join BRICS?) Without BRICS, Russia and China will be economically isolated and be sanctioned until ZOG can bribe insiders to help them overthrow the government. Russia and China will be broken up and its government replaced by puppets, and that will be the end of them. Playing passively and being diplomatic will be seen as a weakness, which is what Trump desperately needs to happen. There are people on Chinese social media calling for the government to take Taiwan using the same template as Trump in Venezuela, but China would do better to focus on the US military bases all along their border, and not Taiwan and its people specifically. They have to do something, but what will they do? We’ll see.
source: https://www.zerohedge.com/geopolitical/russia-china-demand-us-immediately-release-venezuelas-maduro , https://www.zerohedge.com/geopolitical/chinese-social-media-explodes-us-invasion-venezuela-template-move-taiwan
- In Iran, the whole “peaceful protest” nonsense has ended. The rioters are now getting into firefights with machine guns. Some people are saying that a coup is imminent, but these are essentially Antifa terrorists who are being funded and armed by the regime, not an organic movement of the people. However, the regime may try to launch an attack on Iran soon before their asset is completely used up, in the hopes that if the military is busy defending itself from armed rioters, Israel will get a clean shot at another “decapitation strike” against the government. With the extremely provokative attack on Venezuela, they have nothing to lose. China and Russia are going to respond anyway, so might as well escalate and “go for it” against Iran as well. I don’t know what Israel hopes to accomplish against Iran’s missiles this time. Maybe they’ll just nuke them right off the bat and just see what the world does about it.
source: https://x.com/MyLordBebo/status/2007908228425028028 , https://x.com/IranObserver0/status/2007796958145191957 , https://www.yahoo.com/news/articles/thomas-massie-warns-trump-iran-212707038.html , https://www.yahoo.com/news/articles/netanyahu-expresses-solidarity-protests-iran-185512361.html
- So the bottom line is that we’re still digesting what happened in Venezuela and how BRICS will respond to it. Trump’s plan is very high-risk, low-reward because it relies on Russia and China cucking to avoid WW3, which they haven’t done before, and they just tried to assassinate Putin by drone-striking his house last week, so I don’t think Putin is having any of this. Meanwhile, it’s not at all clear if Trump can even hold Venezuela without an invasion, which will require Congress, and could turn into another Vietnam. The next shoe to drop will be the regime attacking Iran, or Russia and China doing something. The die is cast.
source: https://www.rt.com/news/630522-us-facing-second-vietnam-venezuela/
TFMonkey @tfmonkey
Monkey’s Market Minute: January 2nd, 2026
Disclaimer: Never take investment advice from strangers on the internet, especially monkeys. Learn how to manage your own money or seek out a professional who can give you personalized financial services. This newsletter is just my thoughts and opinions, and if you copy me and lose the money, you have nobody to blame but yourself.
- Nothing much is happening in the markets except silver is already recovering quickly from the manipulated crash earlier, with paper silver going back ove $72 while physical silver is trading for over $100 in Asia. I expect the western price to be maintained around $75 maximum until the supply runs out and the US Navy begins its pirate runsto prevent South American suppliers from selling to Asia. Drink up me hearties yo ho.
source: https://thesilverindustry.substack.com/p/silver-price-in-tokyo-hits-130-per
- Markets were closed today due to New Year's, and since normies are shying away from Bitcoin, we may not have a “normie indicator” for when the markets are closed any longer. However, for what it’s worth, Bitcoin was down today, so markets may be negative tomorrow.
- In geopolitics, we have movement on all fronts:
- China is moving its tankers to Venezuela, daring the US to stop them. This is very ballsy for China, which usually plays things very safely, which is telling. If China is going on the offensive instead of playing defensively, it’s only because they know they will win under every plausible scenario.
source: https://www.zerohedge.com/geopolitical/trump-xi-showdown-emerges-chinese-tankers-press-ahead-venezuela-despite-blockade
- Also in Venezuela, the US attacked the port using a CIA drone to avoid the anti-air defenses. Trump is saying that it caused a “major explosion, but there are no details, so it was likely a soft target without defenses, and Trump is talking shit and waving his dick around still.|
source: https://www.zerohedge.com/geopolitical/cia-drone-carried-out-first-known-land-strike-venezuela
- In Iran, we’re now on the 4th day of protests. These protests are a psyop. The government of Iran is at no risk of collapse whatsoever. The violent riots involve a few hundred people, not thousands, as the media is claiming. They’re basically like Antifa riots, surely Western-backed, given the convenient timing. The government has begun taking lethal action against the riots, and they’ll be put down soon. The moderate president tried to be reasonable, but the rioters actually killed an IRGC official, so that’s when the gloves came off.
source: https://www.zerohedge.com/geopolitical/iran-grinds-halt-several-killed-wounded-including-irgc-member-amid-raging-protests , https://www.zerohedge.com/geopolitical/final-battle-iran-protests-spread-prices-surge-currency-hits-record-low
- To put the nothingburger of these riots in Iran in perspective, the protests against Netanyahu in Israel were far larger back in 2024 and 2025, and lasted a lot longer than a week. The whole Iran thing is a psyop, and possibly a setup for a false flag. If the Israeli deal was rejected, Israel is going to try to drag the US into a war against Iran for them because they have no chance of winning otherwise. Based on these events, the Israeli deal may have been rejected by BRICS, but that’s speculation on my part.
source: https://www.bbc.com/news/articles/cn95x2vlv8ro
- The Somaliland issue is 100% about Israel and containing Yemen. It’s not about BRICS specifically, just Israel. China is condemning it because it sets a precedent for the US to create nonexistent countries to seize land from nations to build military bases on by buying the loyalty of a tribe or two instead of engaging in diplomacy with the country as a whole, but realistically, the regime won’t survive long enough for these military bases to be used. This is pretty much the last desperate gasp of Israel trying to flex its control of the Regime, but it’s already been defeated, and the economy is dogshit. It will take years for the US to manufacture the weapons to rearm Israel, and that’s time Israel doesn’t have. They should probably sweeten the deal they’re offering BRICS instead of going down this road, but whatever.
source: https://www.zerohedge.com/geopolitical/china-condemns-israels-recognition-somaliland-taiwan-embraces-move
- So the bottom line is that the sudden nature of this Israeli offensive leads me to believe that Israel’s offer was rejected by BRICS, and this is them escalating and activating what assets they had available, but they don’t have the time or money to do anything impactful. This is just kind of sad at this point. We’ll see what China does if the US Navy attacks their shipping vessels. China simply can’t abide piracy of their trading partners, so we’ll see how this plays out. Will the boomers double down and lose another war? Probably. This realistically won’t end until the boomers die one way or another.
TFMonkey @tfmonkey
Monkey’s Market Minute: December 30th, 2025
Disclaimer: Never take investment advice from strangers on the internet, especially monkeys. Learn how to manage your own money or seek out a professional who can give you personalized financial services. This newsletter is just my thoughts and opinions, and if you copy me and lose the money, you have nobody to blame but yourself.
- In the markets, metals and stocks fell, and … bonds rose? Bonds? Why? Commodities make sense due to stagflation, but bonds?
source: https://www.zerohedge.com/markets/precious-metals-puke-bonds-bid-stocks-give-santas-gains , https://www.zerohedge.com/markets/futures-drop-silver-slides-record
- The winners in the market today were:
o 1. The VIX
o 2. Natural Gas
o 3. WTI Crude Oil
o 4. Brent Crude Oil
o 5. Energy
o 6. Bonds
o 7. Real Estate
- The losers in the market today were:
o 1. Gold
o 2. Broad Commodities
o 3. Materials
o 4. Consumer Discretionary
o 5. Crypto
o 6. Financials
o 7. Information Technology
- Today was a reversal day with folks taking profits and/or covering short positions. Don’t expect this to last.
- In geopolitics, Ukriane tired to assassinate Putin by attacking his home with drones. It failed. Meanwhile, Russia has taken 30 towns in December alone.
source: https://www.rt.com/news/630214-ukraine-attack-residence-putin/ , https://www.rt.com/russia/630210-lavrov-failed-ukrainian-attack-putin-residence/ , https://www.zerohedge.com/geopolitical/russia-confidently-advancing-ukraine-over-30-settlements-captured-december-putin
- Trump and Netanyahu are still talking shit about a war with Iran, but there’s nothing to discuss here. What happened to Venezuela? Are we memory-holing Venezuela?
source: https://www.zerohedge.com/geopolitical/trump-bibi-meeting-us-will-knock-hell-out-iran-if-nuke-sites-rebuilt , https://www.zerohedge.com/geopolitical/us-land-strikes-venezuela-campaign-began-last-week-no-one-knew-it
- The bottom line is that nothing really happened today other than position covering after the COMEX reacted to the silver squeeze the other day. There’s nothing else happening in the market or geopolitically, and the year is essentially over. January 1st, China’s export controls on silver kick in, so that should be fun. Other than that, we’re still in “we’ll see” mode as we’re stalling for time.
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
The markets are closed tomorrow, but here is a sneak peak at the new 2026 TFM Show intro.
View allTFMonkey @tfmonkey
Monkey’s Market Minute: December 23rd, 2025
Disclaimer: Never take investment advice from strangers on the internet, especially monkeys. Learn how to manage your own money or seek out a professional who can give you personalized financial services. This newsletter is just my thoughts and opinions, and if you copy me and lose the money, you have nobody to blame but yourself.
- Nothing is happening in the markets. Everyone is looking forward to 2026.
source: https://www.zerohedge.com/sponsored-post/you-can-be-lazy-week-your-gold-shouldnt-be , https://www.zerohedge.com/markets/what-watch-bullish-investors-head-2026-record-low-levels-cash
- The winners in the market today were:
o 1. WTI Crude Oil
o 2. Brent Crude Oil
o 3. Gold
o 4. Crypto
o 5. Materials
o 6. Industrials
o 7. Financials
- The losers in the market today were:
o 1. The VIX
o 2. The US Dollar
o 3. Real Estate
o 4. Consumer Staples
o 5. Bonds
o Everything else was up.
- Oil is up because of the “war” with Venezuela, but this is classic stagflation signaling.
- The only thing happening in geopolitics is that France is reaching out to Russia to have new talks since Europe is being shut out of the talks with the US. Europe is desperately trying to remain relevant, but they have absolutely no leverage whatsoever and nothing Russia wants, so what could it offer? Will they sell out the Regime before Israel does? Is that what’s going to happen? Now that the game is over, everyone is trying to sell out everyone else at the last minute.
source: https://www.zerohedge.com/geopolitical/macron-seeks-new-talks-putin-forces-alternative-path-stalled-us-negotiations
- The bottom line is that nothing is happening. Happy birthday, Jesus.
TFMonkey @tfmonkey
Monkey’s Market Minute: December 22nd, 2025
Disclaimer: Never take investment advice from strangers on the internet, especially monkeys. Learn how to manage your own money or seek out a professional who can give you personalized financial services. This newsletter is just my thoughts and opinions, and if you copy me and lose the money, you have nobody to blame but yourself.
- Nothing is happening in the markets. It’s the end of the year, and Christmas means the week will be shortened. Ain’t shit happening.
- In geopolitics, Israel is beginning to stir shit up with Iran again for seemingly no reason. Does Israel really want to start another war with Iran? No, of course not.
source: https://www.timesofisrael.com/army-chief-hinting-at-potential-new-iran-war-says-idf-will-strike-wherever-required/ , https://www.jpost.com/israel-news/defense-news/article-880954
- What’s going on? IMHO, this is Israel cutting its deal. I expect Russia to act as a mediator and ensure Israel’s security to bring peace between Israel and Iran. All of this is 100% performative. Israel lost, and their empire is crumbling, and they’re cutting a deal, but can’t appear weak in front of the Arabs, so they have to threaten and stomp their feet until Russia brings both sides to the table, and Israel agrees to knock off their genocidal bullshit and Iran pinky-promises not to destroy them when America can’t protect them any longer. That’s what’s going on, I’m calling it now.
- What is Russia getting out of this? Expect the Ukraine war to end shortly and abruptly. It’s the end of NATO and Europe. The Jews will prevent Europe from crashing the bond market; it’s the end of the Regime. Israel can’t allow the Regime to collapse before it has cut a deal with BRICS to ensure Israel isn’t destroyed. It’s kind of surreal watching the Western world sacrificing itself for Israel in real-time isn’t it?
source: https://www.politico.com/news/2025/12/21/ukraine-russia-miami-florida-talks-00702453 , https://www.bbc.com/news/articles/cn5lnzlvqg2o
- So the bottom line is that the empire is collapsing and nobody even realizes it. The deal for Israel is the final act of the Regime, to sacrifice itself to ensure the survival of Israel. Jews will probably flee the sinking ship of Europe and America and go to Israel as the countries sink into stagflation and hyperinflation. What happens next depends on how the civil war goes and who comes out on top, but that’s a worry for another day. Sufficient unto the day is the evil thereof.
TFMonkey @tfmonkey
Monkey’s Market Minute: December 19th, 2025
Disclaimer: Never take investment advice from strangers on the internet, especially monkeys. Learn how to manage your own money or seek out a professional who can give you personalized financial services. This newsletter is just my thoughts and opinions, and if you copy me and lose the money, you have nobody to blame but yourself.
- After yesterday's sell-off, the markets recovered when the UAE joined the AI circle jerk, investing $100B into OpenAI.
source: https://www.zerohedge.com/markets/did-abu-dhabi-just-deliver-santa-rally-openai-raise-100bn-sovereign-wealth-funds , https://www.zerohedge.com/markets/futures-rise-ahead-cpi-report-central-bank-bonanza
- China successfully reverse-engineered the lithography machines that the West uses to make advanced chips. All of the sanctions and bullshit were to prevent China from obtaining this technology because if China could make chips as advanced as the West, there would be no stopping them, and... it just happened. What does this mean? It means that China won. They didn’t just win the AI war, but they will corner the entire computing market because they can now produce chips on par with Nvidia for a fraction of the price, because it’s China.
source: https://www.zerohedge.com/markets/chinas-manhattan-project-builds-secret-euv-chip-machine-long-blocked-west
- The winners in the market today were:
o 1. Information Technology
o 2. Consumer Discretionary
o 3. Communications Technology
o 4. Utilities
o 5. Industrials
o 6. S&P 500 Index
o 7. Bonds
- The losers in the market today were:
o 1. Natural Gas
o 2. The VIX
o 3. Bitcoin
o 4. Brent Crude Oil
o 5. WTI Crude Oil
o 6. Broad Commodities
o 7. Consumer Staples
- I was expecting Trump to announce more bailouts, but Trump convinced the UAE to bail out the AI bubble instead. What did we offer the UAE in exchange for this? Who can say? This could be the next chapter in the saga, but it’s all a stalling tactic and nothing more.
- In geopolitical news, the US looks like it’s accepted defeat and will embrace the multipolar world. There is talk of ending the G20 and G7 and having the C5. The C5 (or Core 5) will be the US, China, Russia, India, and Japan. Notice Europe is out; they don’t matter anymore. Why is Japan there? India and Japan shouldn’t matter either, but the US doesn’t want Russia and China to outvote them, and Japan is seen as a reliabl ally, which gives India the deciding vote, and India likes to play both sides, so the hope is that the US can still get their way by limiting the influence of BRICS by limiting BRICS to only 3 countries, and adding Japan to the group for no reason whatsoever. This is a good compromise for BRICS and shows progress, but it’s a pretty blatant attempt to replace BRICS with a different organization (the C5) that the US can have disproportionate influence within. However, let’s give the boomers credit for actually thinking for once and not just stubbornly doubling down on their failed wars. I’m proud of you.
source: https://www.zerohedge.com/geopolitical/c5-would-be-pragmatic-format-managing-global-systemic-transition
- Perhaps as one more act of defiance from the Regime, they approved the largest arms package for Taiwan ever, giving $11B of weapons to Taiwan. Of course, the weapons don’t exist, and this is nothing but an attempt to create leverage against China.
source: https://www.zerohedge.com/geopolitical/us-approves-largest-taiwan-arms-package-history-over-11bn
- There are also reports that Chinais relaxing rare earth controls, which probably means all this Taiwan stuff is theatrics. BRICS won, the Regime is finished, and now they’re negotiating the terms behind the scenes.
source: https://www.zerohedge.com/geopolitical/china-begins-granting-general-licenses-rare-earths-trade-tensions-cool
- So the bottom line is that a lot happened today. The most impactful thing was China quietly winning the tech war with little fanfare. The end of the Regime is upon us. This isn’t good news for Israel, but they’re focusing on making sure the Right purges people like Nick Fuentes and Tucker Carlson for questioning their control, but it’s nothing a little hyperinflation won’t cure. I expect Israel to cut a deal with Russia and China soon. The end of the Regime is huge, and as far as the C5 goes, it’s a stupid idea, but the US is going to want to have more influence in the multipolar world, and they’re overestimating their influence over India. India wants money, and as the dollar crashes, so does the US’s control over other countries via money.
- So basically, the wars may be wrapping up soon, but the fun is only getting started. Once the Regime collapses, the inflation will begin, which will only stop when the government is replaced. Even when the Regime is no more, and the world can breathe again, we still have to remove these fucks from power, take women’s rights away, and start rebuilding the West again from its foundation. Lots of work ahead of us.