Fed independence, dollar debasement, war with Iran, violence in the metaverse and the most magnificent shooting star doji the markets have ever seen.

Japan as the great laboratory of fiat currency experimentation, the Fed is both under political attack and corrupt, Greenland, the WEF, Iran and conspiracy theories in finance. 

The Fed gets subpoenaed, Saks Fifth Avenue declares bankruptcy, Fannie and Freddie ordered to buy $200billion in MBS, credit card interest capped at 10% and Greenlanders defend their island, whatever the cost!

A Venezuelan Coup D’etat, the asking price for Greenland, the DOD budget, Medicare fraud, defense contractors, DOGE, SCOTUS and more…….

The Fed restarts QE and cuts rates, while Trump issues warrior dividends. Oracle and Bitcoin both take a bath and a look ahead to 2026.

The Japanese carry trade unwind part 2.0, Operation Southern Spear, private equity gets flushed on a porta potty roll up and Silver hits an all time high on the same day the CME overheats!

The Grand Global Economic Re-Ordering and its relationships to the AI/Tech, private equity, and housing markets.

The longest government shutdown in history is over, more trading scandals at the Fed, stimi checks, 50-year mortgages, portable mortgages, assumable mortgages and yet another idiosyncratic credit event......

MAG7 earnings, Venezuela, AI and unemployment, trouble for the ratings agencies, and First Brands goes from chapter 11 to chapter 7

Trump and Xi have a truly amazing conversation, the Fed cuts and ends QT, Argentina is bailed out and Milei wins bigly, the Supreme Court is set to hear the Tariff case and the FBI takes down insider trading in the NBA.