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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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/

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.

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.

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.

The markets are closed tomorrow, but here is a sneak peak at the new 2026 TFM Show intro.

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.

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.

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.

Monkey’s Market Minute: December 18th, 2025

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

- Democrats are going after AI datacenters because they raise electricity prices. That’s the issue Democrats are gearing up to run on in 2026, apparently. Not the corporate welfare and securities fraud, but AI datacenter energy use. While it seems stupid, it caused the stock market to dump, crypto to dump harder, and silver to rally.
source: https://thehill.com/policy/technology/5651358-democrats-tech-giants-data-center-electricity-bills/ , https://www.zerohedge.com/markets/data-center-drama-wrecks-tech-silver-soars-amid-crypto-chaos

- In energy news, oil rallied in preparation for Trump’s announced speech, expecting a declaration of war against Venezuela, but nothing happened, and oil fell again.
source: https://www.zerohedge.com/markets/crude-benchmarks-higher-following-report-new-russian-energy-sanctions-markets-await-address , https://x.com/KobeissiLetter/status/2001480170377486730

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

- The losers in the market today were:
o 1. Crypto
o 2. Information Technology
o 3. Bitcoin
o 4. Industrials
o 5. Communications Technology
o 6. S&P 500 Index
o 7. Consumer Discretionary
- Trump needs to announce some new bailouts to keep the bubble inflated. I’m not sure what he’s waiting for.

- In geopolitics, Russian military personnel have been confirmed to be present on Russian oil tankers in case anyone is thinking about doing a little piracy against Russian vessels. No word regarding Venuzeula though.
source: https://www.zerohedge.com/geopolitical/uniformed-armed-guards-spotted-russian-shadow-fleet-vessels-europe , https://www.zerohedge.com/geopolitical/putin-denounces-lie-hysteria-russia-threatens-europe-conflict

- The bottom line is that the only surprise today is the Democrats going after the AI bubble over energy prices and not the fact that it's being propped up with government-approved fraud, but I’m sure they focus-grouped their messaging, and this is what they went with for a reason. It doesn’t matter. None of this matters.

Monkey’s Market Minute: December 16th, 2025

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

- Nothing happened in the markets today, and Bitcoin fell again.
source: https://www.zerohedge.com/markets/crypto-carnage-continues-bonds-stocks-mixed-ahead-catalyst-heavy-week , https://www.zerohedge.com/markets/us-stocks-were-subdued-amid-ongoing-tech-woes-while-markets-brace-nfps-newsquawk-asia-pac

- The winners in the market today were:
o 1. The VIX
o 2. Healthcare
o 3. Utilities
o 4. Consumer Discretionary
o 5. Real Estate
o 6. Consumer Staples
o 7. Gold
o
- The losers in the market today were:
o 1. Bitcoin
o 2. Crypto
o 3. Natural Gas
o 4. WTI Crude Oil
o 5. Brent Crude Oil
o 6. Information Technology

- The rate cut is over, and the economy is dogshit, so there is no reason for the markets to go higher. Trump needs to announce more bailouts soon.

- The only thing happening in geopolitics is that oil supertankers that were heading for Venezuela have turned around because they don’t want the US military seizing them in more acts of piracy. No word yet on military escorts from Russia or otherwise.
source: https://www.zerohedge.com/energy/supertankers-bound-venezuela-make-u-turns-fearing-us-interdiction-pdvsa-hit-cyberattack

- So the bottom line is that nothing is happening, but I don’t expect this to continue. I expect Trump to do something to keep the bubble propped up shortly because he can’t afford to let it pop.

Monkey’s Market Minute: December 15th, 2025

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

- The top story on Zerohedge is that “If AI fails to deliver on its vast productivity promise, the result will be a devastating depression”. Yes, and that’s exactly what’s going to happen. The government pinned all its hopes on the bullshit hype of a bunch of tech bros who promised them that an algorithm would replace the labor market and create infinite money to pay for their wars and welfare. Enjoy the show.
source: https://www.zerohedge.com/markets/if-ai-fails-deliver-its-vast-productivity-promises-result-will-be-devastating-depression

- A Texas data center company plunged 50% today due to its first tenant being lost. This is causing an overreaction, but it means AI datacenters may have peaked and will begin to decline, contrary to the official narrative that we’re going to build AI datacenters in orbit and power them with solar panels the size of the Death Star.
source: https://www.zerohedge.com/markets/fermi-craters-50-after-losing-first-tenant-its-massive-texas-data-center , https://blogs.nvidia.com/blog/starcloud/

- They’re also warning that in 2026, when Trump appoints the new chairman of the FED that the FED will lower interest rates to bail out the government, which will cause a stagflationary depression.
source: https://www.zerohedge.com/markets/fedtreasury-merger-underway-forget-market-ever-again-signaling-govt-it-spending-too-much , https://www.zerohedge.com/markets/goldman-desk-forceful-rotation-below-surface-has-been-shock-many-portfolios , https://www.zerohedge.com/markets/were-beginning-credit-destruction-cycle-ed-dowd-warns , https://www.zerohedge.com/markets/bis-warns-rare-double-bubble , https://www.zerohedge.com/markets/hartnett-markets-are-frontrunning-2026s-run-it-hot-economy

- Bitcoin fell today so much that it made headlines. It has to do with a Bitcoin Trust formally known as Microstrategy being removed from indexes, although it hasn’t happened yet.
source: https://coinpedia.org/news/why-bitcoin-price-is-going-down-today/ , https://www.forbes.com/sites/digital-assets/2025/12/14/saylor-issues-stark-warning-amid-sudden-scramble-to-update-bitcoin-price-predictions/

- Nothing is going on in geopolitics. There was a Muslim shooter who killed 16 people and injured 38 people in a Hanukkah celebration in Australia, and everyone is pouring out support for the Jewish community on the same day that Israel once again violated their ceasefire in Gaza and killed 4 people in Gaza today. However, the spooky thing is that Candice Owens has been warning of a false flag attack during the second week of December for months, and everyone was giving her shit and making fun of her for making her prediction, and then this happened. Although I don’t think 16 dead jews equate to a 9-11 false flag, the fact that anything happened precisely when Candice Owens said it would is spooky.
source: https://www.zerohedge.com/geopolitical/high-level-hamas-planner-oct7-assassinated-idf-strike-gaza-city , https://www.zerohedge.com/markets/evil-act-anti-semitism-terrorism-12-dead-after-shooting-australian-jewish-event , https://www.hindustantimes.com/world-news/us-news/candace-owens-9-11-style-attack-post-surfaces-after-brown-university-shooting-so-she-was-right-again-101765668512230.html , https://x.com/LetsGoBrando45/status/2000270702432145534

- So the bottom line is that the only thing that happened that we haven’t already talked about is the attack on the Jewish party in Australia that killed fewer than 20 people. If the goal of this was to turn Jews into victims and make everyone forget about Gaza, I guess it worked, but for how long? I don’t see this erasing everything Israel has done or resulting in anything significant. I also don’t think the US can fight any additional wars at the moment, as they’re losing the ones they’re already involved in, so the only benefit I see here is that people are (temporarily) not talking about Gaza at the moment, but who cares?

Monkey’s Market Minute: December 12th, 2025

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

- One day after the Fed cut rates, things were already starting to crack as Oracle crashed, erasing all the recent gains it had made from the AI circle jerk.
source: https://www.zerohedge.com/markets/stocks-mixed-oracle-concerns-pressure-ndx-spx-sees-record-close-newsquawk-us-market-wrap , https://www.zerohedge.com/markets/gold-silver-jump-bitcoin-big-tech-dump-orcls-grinch-slams-santa-powell , https://www.zerohedge.com/markets/oracle-plunges-most-dot-com-bubble-cds-blow-out-lehman-crisis-levels

- The winners in the market today were:
o 1. Materials
o 2. Financials
o 3. Industrials
o 4. Gold
o 5. Healthcare
o 6. Consumer Staples
o 7. Utilities

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

- Strong “peak market” signals here as if the market is beginning to rotate from growth ro recession, but we can’t have a recession until at least Q2 2026 at the earliest, and I doubt Trump is going to stop manipulating the government numbers, so we’re going to have a “silent recession” aka a “K-shaped economy” aka “socialism for billionaires”.

- In geopolitics, Larry Fink of BlackRock is attending the Ukraine negotiations with Zelensky alongside Jared Kushner, Steve Witkoff, and Zelensky. Every single one of them is Jewish.
source: https://www.bloomberg.com/news/articles/2025-12-10/blackrock-s-larry-fink-joins-trump-team-talks-to-rebuild-ukraine

- The US seized a Venezuelan oil tanker the other day in a blatant act of piracy, and signalled they are going to keep doing it. I predicted that Russia would begin providing escorts for Venezuelan tankers, and today, Putin expressed his support and reaffirmed Russia’s support for Venezuela. Russia isn’t going to back down; the US will, mark my words. They were offered a deal, but Trump apparently still thinks he can dislodge BRICS from South America by being a pirate, and he’ll find out soon enough. My hunch is that Russia will begin providing military escorts for Venezuelan tankers and launch some stuff in the UN that will go nowhere. My best guess is that Trump will still take the deal, but he wants to wave his dick around a little so it doesn’t look like he backed down from Russia, and that’s what this is about. He doesn’t really think Russia is going to cuck, does he? That ship sailed a long time ago.
source: https://www.zerohedge.com/geopolitical/putin-doubles-down-backing-maduro-after-us-seizes-oil-tanker

- The bottom line is that nothing is really happening. I will be extremely surprised if Trump escalates in Venezuela, but it would be good if he did because it would bring about the collapse of the Regime sooner. So go ahead and underestimate Russia again. Those carrier-killing kamikaze drone torpedoes are probably just propaganda, right? Again, I predict that Trump waves his dick around and takes the deal, but if he wants to lose a fleet, that’s a choice too.

Monkey’s Market Minute: December 11th, 2025

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

- Apparently, the FED rate was today, not the 17th. It doesn’t change anything, as everything happened as expected. However, the stock market is surging back to all-time highs as everyone piles back into the AI bubble because the market didn’t crash, and there’s nowhere else to go, so even though everyone knows it’s fake and gay, the AI bubble is the only place to make money.
source: https://www.zerohedge.com/markets/stocks-bonds-bullion-bitcoin-bid-fed-cuts-rates-launches-not-qe , https://www.zerohedge.com/markets/us-stocks-gained-and-dollar-fell-aftermath-dovish-fomc-newsquawk-asia-pac-market-open , https://www.zerohedge.com/markets/fomc-33

- The winners in the market today were:
o 1. Industrials
o 2. Materials
o 3. Consumer Discretionary
o 4. Financials
o 5. Healthcare
o 6. Natural Gas
o 7. Brent Crude Oil

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

- Sadly, with the rate cut behind us, that’s all, folks. There ain’t shit else happening for the rest of the year.

- In geopolitics, ain’t shit happening either. Ukraine is attacking Russian oil tankers and asking Russia for a ceasefire to make them stop, and Russia said no and continued to kick the ever living shit out of Ukraine. Trump is trying to push for some kind of peace deal by Christmas, and there is some talk of holding elections and replacing Zelensky with someone else, but the issue is Europe. We already talked about the issues with Europe on the show, though.
source: https://www.zerohedge.com/geopolitical/watch-third-russian-oil-tanker-hit-sea-drone-black-sea , https://www.zerohedge.com/geopolitical/russia-rejects-new-zelensky-offer-energy-ceasefire-grid-repair-woes-worsen , https://www.zerohedge.com/geopolitical/zelensky-definitively-shuts-door-trump-peace-plan-wont-cede-territory , https://www.zerohedge.com/geopolitical/russia-makes-more-gains-east-trump-concedes-some-point-size-will-win

- So the bottom line is that the rest of the month is going to be boring, and I wouldn’t count on the rate cut bump to last because the economy is dogshit. Trump needs to announce more bailouts or something if he wants to keep the markets propped up. The markets may crash again later this week as the news of the rate cuts fades. The goldfish memory of the normies cuts both ways.

Monkey’s Market Minute: December 8th, 2025

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

- The only news in the market is that the FED is set to announce that it’s going to be buying more government bonds again on Wednesday. The FOMC meeting isn’t until the 17th-18th, but they’re expected to cut rates, not that it matters to the AI bubble because “everyone who has gone all in on AI knows that losing isn’t an option”.
source: https://www.zerohedge.com/markets/former-ny-fed-repo-guru-powell-will-announce-45-billion-bill-purchases-wednesday , https://www.zerohedge.com/markets/everyone-who-has-already-gone-all-ai-knows-losing-isnt-option

- Bitcoin is up today, so I guess the normies are bullish. I saw some rumbling on social media that Bitcoin dumped and then pumped within 4 hours to wipe out the leveraged longs and shorts. Don’t use leverage, like EVER. The only kind of options you should be doing is SELLING covered calls because you can’t lose money, but options are for professional traders who do this shit for a living, not for retail investors.
source: https://www.tradingview.com/news/beincrypto:f02b9aa88094b:0-bitcoin-whipsaws-as-1-39-billion-whale-dump-triggers-coordinated-sell-off/

- In geopolitics, the Regime is taking the L against China, declaring that China is no longer their primary threat and that they’re going to focus on the Western Hemisphere (i.e., South America). This is what Trump should have done as soon as he came into office, and what all that stuff about the Panama Canal and Greenland was about. However, Israel forced Trump to keep the Ukraine War going as leverage with Iran and Russia, and everything went to shit. Now the US is on the other side of several lost conflicts, and Russia has declared that it stands “shoulder to shoulder” with Venezuela, and this is still all a war on BRICS, but the Regime is probably realizing that can’t beat China and Russia at the same time, so they’re hoping to cozy up to China to beat Russia first (and kick BRICS out of South America).
source: https://www.zerohedge.com/geopolitical/new-national-security-strategy-surprise-departure-americas-china-policy , https://www.zerohedge.com/geopolitical/russia-stands-shoulder-shoulder-venezuela-blasts-us-escalation-toward-conflict

- Meanwhile, Russia pounded Ukraine with a 600-strong drone swarm in an overnight strike. Ukraine is in “peace talks,” but they’re meaningless because the EU doesn’t want the war to end and for Europe to become globally irrelevant, and Trump can’t tell Europe to fuck themselves because he needs them to buy America’s bonds because nobody else will.
source: https://www.zerohedge.com/geopolitical/zelenskyy-says-he-had-long-and-substantive-phone-call-witkoff-kushner-peace-talks , https://www.zerohedge.com/geopolitical/russian-forces-advance-ukraine-hit-more-600-drone-strikes-overnight

- The bottom line is that seeing the Regime pivot to South America in their war against BRICS while cozying up to China is tactically smart but strategically stupid. The Regime is hoping to double-cross China, but China is going to triple-cross them. China’s not stupid, but I’ve seen rumors of a deal in Venezuela where American companies get Venezuela’s oil, and the aggression against BRICS in South America stops. This would be a win for BRICS because they’re just running out the clock at this point, but it shows that BRICS knows how to manipulate Trump by giving him a “deal” that makes him think that he won.

- Lastly, I fed today’s Celestina picture into Grok Imagine, and it animated it. I’m so impressed, I stared at this for an embarrassingly long time.

The Morning Constitutional: June 25th, 2025

/watch/the-morning-constitutional-june-25th-2025_Tvy9mfzQp3W3sM2.html

Monkey’s Market Minute: June 24th, 2025

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

- The propaganda was thick today, so allow me to break the gaslighting and tell you what’s happening:

- Firstly, I was right… sort of. I was right about the kayfabe, but I was wrong about the details of the kayfabe. I thought there would be a “grand bargain” where Trump gets Iran to give up its nukes (that don’t exist) in exchange for a peace deal with Israel. I didn’t count on a fake and gay attack on Iran’s nuclear facilities that did nothing, followed by a fake and gay attack on an American military base in Qatar, and then the announcement of a ceasefire. In the end it’s the same thing, and it would have been better if they did what I thought they were going to do because it’s obvious to anyone with eyes that Iran’s nuclear facilities were not destroyed and Trump is lying, so a “grand bargain” deal would have been far better than this fake gay shit.

- The Regime is flailing because they actually thought that the B2s and bunker busters would actually destroy Iran’s nuclear facilities. Trump bet big on that strike being successful and lost very similarly to how Israel bet big on their decapitation strike against Iran and lost. When will they stop underestimating BRICS nations? Anyway, what happened to all that “Regime Change” rhetoric from yesterday? It’s all been memory holed hasn’t it? It’s because of Medvedev’s tweet that Iran could be given nuclear warheads by other nations. That ended the Regime’s plans instantly and brought about the current “ceasefire” in less than 24 hours. Ironically, this simply proves that nuclear weapons are required and are the only defense against the Regime. Sad but true.

- Iran is denying that they agreed to a ceasefire with Israel, but there were reports that Iran has considered the strike on the American base in Qatar enough to consider their beef with America settled since the strike on their nuclear facilities didn’t do anything anyway. Perhaps Trump thought that Iran was including Israel as well, or maybe Trump is just talking shit. Why even knows any longer? At least the Strait of Hormuz isn’t being closed any longer, so maybe the government doesn’t have to manipulate the price.

- So the current geopolitical picture is a bit mercurial at the moment because Trump and Israel are having to rapidly change their plans for Regime Change in Iran due to Russia not only NOT throwing Iran under the bus, but openly talking of giving them nuclear warheads. A ceasefire (which Israel will inevitably violate) is the best possible scenario for the Regime at this point, but I don’t believe Iran is done bombing Israel yet. In fact, they have less than weeks’ worth of air defense missiles left, so they should keep up the pressure just like Russia is doing in Ukraine.

- However, as previously said, it’s clear that Iran doesn’t want to go to war with the US, so other than the attack on the one Qatar US base (which they told the US ahead of time they would strike while giving them time to evacuate) I doubt Iran will do anything else, including closing the Strait of Hormuz. This isn’t about Iran being weak, but was done in coordination with their BRICS allies. Remember that BRICS doesn’t want WW3, and simply wants to stop the Regime’s war machine, which is why the current tactic is to exhaust their air defense supplies. They don’t want a slaughter that will cause a nuclear exchange, just to exhaust the Regime economically and militarily so they’ll collapse like the USSR.

- Since the Regime Change rhetoric has been memory holed and now everyone is hailing Trump’s brilliance for this non-existent ceasefire, there may not be a false flag. The purpose of the false flag was to gin up support for the war, but if Russia is going to give Iran nukes and the war is cancelled, there’s no point in launching a terrorist attack in the first place. It’s kind of hilarious to see Trump try to maintain this image as a brilliant deal maker and world leader in the face of his string of embarrassing defeats, but Trump has charisma, so at least there’s that.

- Shifting to the markets, the energy markets crashed on the news that a ceasefire was reached (which Iran denies, but shhhhh), with crude oil falling 7% and natural gas falling over 4%. Earlier today, Trump tweeted about keeping oil prices low, so the ceasefire announcement may have been related directly to this issue.
source: https://oilprice.com/Latest-Energy-News/World-News/Trump-Orders-Oil-Sector-to-Keep-Prices-Low-After-Strikes-on-Iran.html , https://www.zerohedge.com/markets/sentiment-lifted-and-crude-craters-iran-delivers-symbolic-strike-empty-us-bases-newsquawk

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

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

- The market moves based on what the TV says, not what’s true, so currently the market is moving based on the assumption that Trump destroyed Iran’s nuclear facilities and they’re begging for a ceasefire with Israel because Trump played 4D chess or something. If the narrative changes tomorrow or if the realities of the battlefield contradict the propaganda, I expect the normies to panic again, but for now, they’re blissfully optimistic that Trump saved the day and Iran has surrendered.
source: https://www.zerohedge.com/geopolitical/white-house-press-secretary-hints-iran-regime-change-claims-intel-said-weeks-nuclear

- The bottom line is that the Regime is losing strategically and its airstrikes are ineffective, but thankfully for the world, BRICS doesn’t want WW3 and is willing to de-escalate since time is on their side, and the more defeats the Regime is handed, the quicker de-dollarization momentum builds and the Regime falls once and for all. Nuclear war is the only way BRICS loses (not that the Regime wins, it’s a tie when you think about it). The challenge for the Regime is to spin their strategic defeats as victories using propaganda and gaslighting, but that’s better than using false flags and terrorism to try to overthrow the Iranian government, so it’s a win. BRICS doesn’t need to win the propaganda war (especially in the West) as long as it wins the actual war on the battlefield

- So while some may say that “nothing ever happens” because WW3 didn’t break out and we didn’t nuke each other, that’s not true. BRICS won by forcing the Regime to abandon its plans for war with Iran in less than 24 hours and pivot to this ceasefire narrative. The Regime takes another L, and since we won’t be at war, maybe we won’t “money printer go brrrrr” in a couple of months when we enter recession officially and the market crashes. We’ll see.

The Morning Constitutional: June 18th, 2025

/watch/2025-06-18-08-00-59_tzAvraVK1VQ4y84.html

Monkey’s Market Minute: June 16th, 2025

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

- Lots of updates, we’ve officially left the “nothing ever happens” era:

- Since Iran’s air defenses have been restored, Israeli air strikes have ended and Israel will not enter Iranian air space and is forced to launch missiles form Iraqi airspace and rely on terrorist tactics from within Iran using sleeper agents (mostly drones, sabotage and car bombs). Needless to say, this isn’t enough to bring down the Iranian government, and Iran is already ferreting out the terrorist cells, and estimate they’ve eliminated 80% of the terrorist cells already. Israel has no other cards to play other than “the Samson Option” to threaten Iran.
source: https://x.com/Megatron_ron/status/1934390630593028382 , https://x.com/Megatron_ron/status/1934365587263623563 , https://x.com/Megatron_ron/status/1934356544155537533 , https://x.com/Megatron_ron/status/1934269154657505412 , https://x.com/Megatron_ron/status/1934249591207059765

- Iran is launching another wave of missiles right now and they’re getting through despite multiple countries helping Israel with their air defenses. Iran says they have enough missiles to bomb Israel every day for 6 months. Israel is begging for help at this point, but the only country that’s answered the call is France, big oof.
source: https://www.ndtv.com/world-news/france-president-emmanual-macron-says-iran-destabilised-region-france-will-defend-israel-8663029 , https://www.newindianexpress.com/world/2025/Jun/14/iran-warns-us-uk-france-against-helping-stop-retaliatory-strikes-on-israel

- The UN conference on Palestinian statehood was cancelled due to Israel attacking Iran. Was this why Israel launched the attack when they did, to derail the conversation about the two-state solution? Boy did they leap out of the frying pan and into the fire with that move.
source: https://www.nytimes.com/2025/06/14/world/middleeast/palestinian-statehood-conference-postponed-israel-iran.html

- Finally, as we await the inevitable terrorist attack by Israel to get the US into the war, Netanyahu is talking about an assassination plot by Iran to kill Trump. Would Israel really assassinate Trump? Actually, it makes more sense than you might think. Now that Trump used peace talks as a rouse to lure Iran into a false sense of security, nobody will ever trust Trump’s “diplomacy” again, but if Trump is removed and replaced with JD Vance, then maybe BRICS will give the US a second chance and allow the regime to play the same trick again. Trump has been a massive failure on all fronts anyway, so he’s outlived his usefulness. Israel assassinating him would allow Trump to serve one final purpose.
source: https://www.zerohedge.com/geopolitical/trump-hints-possible-us-entry-war-amid-stepped-israeli-daytime-attacks-tehran , https://x.com/ExxAlerts/status/1934331564013629621

- Iran isn’t stupid and knows that the Regime will organize against them, but you’re not hearing much just like you’re not hearing much from Russia or China. Behind the scenes everyone knows that if countries start making public declarations that this can spiral out into WW3, which the Regime cannot win by their own admission. Again, I didn’t think that Israel would attack Iran because this exact thing would happen, and now Israel is “finding out”.
source: https://x.com/Kahlissee/status/1934351886779568476

- The Regime was defeated in Ukraine but it will die in Israel, figuratively and literally. The best part is that this will be a self-inflicted wound. Israel chose to attack Iran believing Iran to be weak just like NATO thought Russia was weak, and Trump thought China was economically weak when he launched his trade war. Their hubris and stupidity has led them to their own demise.

- The markets are going to crash tomorrow unless Trump and the Regime throw Israel under the bus and make peace with BRICS, which we all know they will NEVER do. Iran hasn’t committed to closing the Strait of Hormuz yet, but is reserving that as a threat to give the Regime second-thoughts about escalation. If Iran closes the Strait, you’ll see $100 oil and $7 gasoline within a week and the markets will crash. According to Polymarket, there is currently a 34% chance Iran will close the Strait of Hormuz, but the number was 40% yesterday when Israel was “winning”. Now that Iran has the advantage, the odds of a global energy crisis are falling, but that’s the rub. The Regime can’t win because if Iran is threatened, they’ll cause a global financial crisis, but they’re already in too deep, and because we’re talking about Israel, the Regime will have their back 200%.
source: https://www.cnbc.com/2025/06/13/israel-iran-conflict-why-tehran-wont-block-the-hormuz-strait.html , https://www.yahoo.com/news/could-iran-carry-threat-shut-230354895.html , https://polymarket.com/event/will-iran-close-the-strait-of-hormuz-in-2025 , https://www.zerohedge.com/markets/oil-and-gold-jump-israel-targets-iranian-energy-infrastructure

- So the Regime can downplay Israel losing the war they started with Iran in order to keep the markets calm, or they can beat the drums of war and watch energy prices skyrocket and the markets crash. Either way, they lose. They’re checkmated and cannot win. This is why I thought Trump would cut a deal and reset everything with Israel, because it was the smart move. Now they’re in too deep and they’re fucked no matter what they do.

- The bottom line is that the next shoe to drop is the terrorist attack and possible assassination of Trump by ((Iran)) in order to get the US to go to war for Israel, which won’t work at this point, and Russia and China DO have Iran’s back. Israel jew’d too close to the sun this time. How far will they go? Are we looking at the fall of Weimar or the fall of Judea? Only time will tell.

The Morning Constitutional: June 11th, 2025

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