The Bank of Japan raised interest rates by 25 basis points as expected, but weak messaging about further hikes from BOJ Chair Kazuo Ueda sent the Yen lower and long term JGB yields sharply higher. Elsewhere OpenAI is reportedly seeking a massive capital raise at an even more massive valuation, despite widespread worries about their solvency, from sovereign wealth funds particularly in the Middle East.

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The Consumer Price Index (CPI) for the month of November came in at 2.7%, down from 3.0% after two months of missing data due to the government shutdown. Elsewhere apparently Trump Media Group is now the world's first publicly traded nuclear fusion company. No really.

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I like the shiny! Silver has broken $66 for the first time as the relentless run in the white metal continues unabated. Elsewhere there are several stories about problems in the AI bubble this morning, in particular Blue Own Capital has pulled out of a $10B Oracle datacenter in Michigan as the Private Credit lender faces doubts about the economics of the project.

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We finally have two months worth of jobs data that was not previously released due to the government shutdown, and the numbers are not good. The economy lost jobs and the unemployment rate spiked. Notably the U6 unemployment made a big move higher from 8.0% to 8.7%. Elsewhere Ford took a massive $19.5 billion charge related to pulling back from it's ventures into electric vehicle because as the CEO bluntly stated, "they just weren't selling."

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Freight Waves CEO Craig Fuller joins me to talk about the conflicting signals coming from the logistics world were carriers rates and rejection levels are climbing despite lower volumes. The reason appears to be The Trump Administration's crackdown on Non-Domiciled Commercial Driver's Licenses and the CDL Mills that have produced them in large numbers under suspicious circumstances.

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Precious metals are on the rise again this morning after a brief but intense selloff into the close on Friday. Meanwhile Chinese stocks are down this morning after Xi Jinping's comments about "reckless growth" signaled no stimulus was coming despite a barrage of weak economic datapoints.

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When the First National Bank of Lindsay, Oklahoma failed in October of 2024, nobody seemed to care. It was just a tiny bank in a tiny town that nobody had ever heard of. But when I dug into this story, I found a dark secret hiding in plain sight in a town terrorized by criminals and corrupt local officials located just off one of the most prolific drug smuggling and human trafficking corridors in America. Now the people of Lindsay, Oklahoma are speaking out in the hopes that somebody, somewhere, might care enough to help.

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Chapters:0:00 Intro1:33 Lindsay Residents Speak Out About The Bank Failure3:22 The I35 Corridor, Chinese Triads, and Mexican Cartels7:38 Mirror Transactions and Money Laundering12:47 The Fake Amazon Van15:13 Bank Vice President Clint Simonton16:00 Bank CEO Danny Seibel16:49 Jack Justice and The South Central Medical and Resource Center20:27 Jack Justice Sues Danny Seibel22:24 The Danny Seibel Indictment26:12 Borrower 1 Cody Cordell29:19 Todd Bunch and a Pattern of Abuse35:56 Millions Go Missing at The Local Utility39:14 Town Manager Rebecca Niernberger39:55 The Town Get's Their Money Out Before The Bank Fails40:27 Borrower 3 Eddie Chance Kinard44:16 Borrower 2 Shaun Christian and Wynrock Speedshop47:29 The Wadley's and Tiger King50:42 Chinese Triads and The Illegal Wildlife Trade52:56 Long Story Short

Silver tore through the $64 level yesterday and even flirted with $65 overnight on the Comex as the shiny continues to rip. Elsewhere Broadcom is the latest AI darling to disappoint with it's shares selling off following earnings last night.

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I don't care what you call it, The Federal Reserve is printing money again. Yesterday chairman Powell announced the central bank would buy up to $40B per month of short term US treasuries in order to maintain ample bank reserves. Plain English: BRRR. Elsewhere something extraordinary just changed with Oracle's earnings. The market is suddenly punishing increases in AI Capex, where previously it was an automatic green candle.

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I like the shiny. Silver has risen above $61, a new all time high as it's historic catch-up-to-gold rally continues. Elsewhere The US Navy has hired Palantir to expedite the ship building process, with a focus on the Virginia and Columbia Class Submarines. Palantir builds ships now...apparently.

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