UBS: “Copper Is The Commodity Everyone Wants To Own” Goldman’s “circular melt-up” call and its recent upgrade to the 2026 London Metal Exchange (LME) copper price forecast have so far proven correct, as the industrial metal surged above $13,000 a ton with traders continuing to price in tighter global supply and a broader risk-on mood […]
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The End Of NATO? By Molly Schwartz, Cross-Asset Macro Strategist at Rabobank The Monroe Doctrine, proclaimed by U.S. President James Monroe in 1823, asserted American influence in the Western Hemisphere at a time when newly independent South American nations were emerging from European colonial rule. While the Doctrine, as a tool of policy, warns Europe to
Did DOJ Prosecutors Violate Trump’s Executive Order By Selling Forfeited Samourai Wallet Bitcoin? Authored by Frank Corva via BitcoinMagazine.com, It seems that the U.S. Marshall Service (USMS) has sold the $6.3 million worth of bitcoin that Samourai Wallet developers Keonne Rodriguez and William Lonergan Hill paid the U.S. Department of Justice (DOJ) as a fee
China Slaps Export Controls On Japan For Dual-Use Items, Rare Earths, Could Impact Semiconductors More steady escalation between US-ally Japan and China has emerged, but things just got much more significant – moving from initial Chinese restrictions on things like seafood or cultural exchange events, to now Beijing announcing an immediate ban on all goods
Florida Made Nearly 20,000 Immigration Arrests In 2025 Authored by T.J.Muscaro via The Epoch Times, Nearly 20,000 immigration arrests were made in Florida in 2025, Gov. Ron DeSantis announced during a Jan. 5 press conference highlighting his state’s immigration enforcement standards. Of that total number, 10,000 arrests were made as part of the Department of
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Resilience Of US Economy Showing “Signs Of Cracking” As US Services PMI Disappoints Following yesterday’s US Manufacturing ISM survey disappointment, this morning we get yet more soft survey data – this time a look at the Services sector via S&P Global. The final (December) US Services PMI data was a disappointment, printing 52.5 vs 52.9
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Fairfax Financial Takes 22% Stake In Under Armour As UBS Sees “Turnaround Stock” Fairfax FinancialStruggling apparel brand Under Armour, founded and currently led by Kevin Plank, has seen its market capitalization collapse after years of strategic missteps, brand erosion, and tough global competition. However, a newly disclosed filing shows that a Canadian financial holding company
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Vistra Jumps After Buying 10 Nat Gas-Fired Power Plants For $4 Billion It didn’t take long for markets to get a reminder of the screaming shortage of energy assets needed to energize the AI revolution. Late on Monday, electricity supplier Vistra agreed to pay $4 billion for 10 natural gas-fired power plants in the US Northeast
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Colombia & Brazil Bolster Armed Forces At Borders, Bracing For Venezuelan Refugee Influx After the weekend US military action in Venezuela, which triggered mixed reactions around the globe, Colombia and other nations in the region are preparing for a possible influx of refugees. Sunday saw Colombian Defense Minister Pedro Sanchez order the deployment of 30,000
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Global Stock Rally Fizzles, Futures Flat As Market Rotations Accelerate US equity futures are flat with small caps underperforming as geopolitics dominate headlines, including aftershocks from the Maduro seizure and a potential US/EU deal that provides a security guarantee for Ukraine potentially with American soldiers maintaining a presence in Ukraine. As of 8:00am ET, S&P
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