Banks & Big-Tech Lift Stocks As 'De-Escalation' Sends Oil, Gold, & Crypto Lower

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...TSMC beat, respite in geopol wrecking ball, tariff 'sell the news', and strong macro data send rate-cut odds tumbling...


Trump Threatens To Invoke Insurrection Act As Left-Wing Chaos In Minneapolis Spreads

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"Rioters destroyed federal vehicles and stole firearms, ammunition..." 


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Trusted medical experts like Dr. Peter McCullough warned months ago that this year’s flu season would be one for the record books, in part because this year’s more virulent flu variant would not respond to the so-called “flu vaccine.” Dr. McCullough told Real America’s Voice:

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"The Left Is Coming For Us"; Larry Klayman Warns "It's Going To Get More And More Violent"

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"...the more set back on their heels legally, the more violent they become, that is why the American people need to arm up. They need to be prepared..."


TSMC earnings beat lifts semiconductors higher; USD & yields rise on hot claims data - Newsquawk US Market Wrap

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Strong initial jobless claims; Solid Regional Fed survey reports; Trump says have been told killing in Iran is stopping, no plan for executions; TSMC Q4 earnings beat lifts global semiconductor names; US Treasury sanctions Iran; Fed's Schmid remains a hawk, Barr describes rates as at the right level; UK GDP beats in November; PBoC cuts 1yr relending facility rate; BoJ is reportedly likely to keep rates steady in January; MS, GS, and BLK rally after earnings.

Watch: This Is Just Absolutely Insane

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“Do science and evidence tell us that men can get pregnant?”


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DNC Launches Massive Voter Registration Effort Ahead Of Midterms After GOP Makes Gains

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The DNC said its new ‘When We Count’ program will train youth to register voters ahead of the 2026 election.


These Are The Most Crowded Longs and Short Ahead Of Earnings

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Here are the 5 most crowded longs/ shorts for each sector to help monitor positioning into prints.


Five Bitcoin Narratives Analysts Are Watching Beyond Price

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Bitcoin in 2026 appears less driven by hype cycles alone. Instead, attention is shifting to a few pipes and pressure points...


Goldman: Go Long The Gold/Silver Ratio

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As gold continues to benefit from central bank buying and investor diversification, silver bulls may be left questioning price levels as the hype surrounding it dies down...


Small-Cap FOMO Is Exploding — Russell Breaks Out, Crowd Wakes Up

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Strongest relative start for small caps over NDX since 1979.

$500 Billion... US-Taiwan Agree Huge Chip Trade Deal

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...lowers tariffs on Taiwanese goods in exchange for increased financing for US operations.


Rare Space Station Evacuation Sends SpaceX Crew Dragon Streaking Over California

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"The speed was absolutely insane! Shot from Fresno area central Ca..." 


'Expectations Are No Longer Cheap': Top Goldman Trader Warns 'Hedge The Risks That Everyone Knows...But Few Actually Own'

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At these levels (of risk appetite), small pullbacks tend to become more frequent and outsized equity returns are rarer...


Democrats Introduce NOPE Act As Both Parties Claim Politically Motivated Prosecution

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Democrats say the NOPE Act would deter political targeting by feds, while the White House argues the Biden administration weaponized DOJ against Trump and GOP...


US Forces Seize Sixth Tanker In Western Hemisphere As Trump Targets Dark Fleet

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"She has directly exported Iranian oil 10 times, as well as received Iranian oil 5x via STS and Venezuelan 2x." 
 


The Grid Is Warning Pennsylvania

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Pennsylvania’s power crisis is no longer theoretical: PJM’s latest auction shows deep shortages, soaring prices, and a state losing new generation to neighbors with clearer, faster rules...


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Trump Takes Fresh Swipe At Zelensky, Says Problem Is Not Putin

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Addresses the peace deal hold-up...


Equity Volatility Is Firming As Correlation Risk Lurks

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...ingredients for a vol squeeze starting to form.


"What Will They Do?! Nuke the US?": Russia Mocks Emasculated Europe As Trump Eyes Greenland

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France, Sweden, Germany & Norway confirm they are deploying military personnel to Greenland.


Everybody Drink!

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This backdrop is sobering for many. Yet few will currently be sober if they’ve been following their ‘drink!’ instructions.