Podcasts about Hassett

Here we go again – Tariffs and retaliatory tariffs DAVOS – Elitists are Meeting Suicide Coaches? Hedge funds – finally a good year! PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter   Warm-Up - Here we go again - Tariffs and retaliatory tariffs - DAVOS - Elitists are Meeting - Suicide Coaches? - Hedge funds - finally a good year! Markets - Silver and Gold - ATH - Selling off after Greenland threat - Netflix - Saga continues Davos - 2026 - Economic Confab that often brings out the elite (elitists) - Many watch for their key points and do the opposite - Trump going, Xi Jinping and Narendra Modi not - Why is Zelensky going? - Kushner, Bessent, Little Marco will be attending with Trump - Did you know - Larry Fink is the interim Co-Chair. - The CEOs that you would expect that love the limelight ) (Jensen, Nadella etc) World Economic Forum Report (Davos) - Due out Wednesday - expected to show that geopolitical confrontation is the top concern this year - Rising Inflation - Economic Downturn - Asset Bubbles - High debt burdens - Any of those could be any year and anyone in the world that is breathing could have made that list WEF List NEXT - Greenland - Sell or Else! - Trump promises 100% that he will impose tariffs and follow through - The tariffs will start at 10% on Feb. 1 and shoot up to 25% on June 1, Trump said. - Denmark, Norway, Sweden, France, Germany, the United Kingdom, the Netherlands and Finland - Supposedly in response to EU allies moving troops into Greenland - Greenland protests with - Make America Go Away hats - 200% tariff threatened in champagne and wines (Mad at Macron) Oh - and Gaza - The new Board of Peace - Trump names himself 'Board of Peace' chair under October plan - Marco Rubio, special envoy Steve Witkoff, former British prime minister Tony Blair and Trump's son-in-law, Jared Kushner. - Supposedly Putin has said he was also invited to be on the board. - Purpose? Officially, the Board is mandated to “promote stability, restore dependable and lawful governance, and secure enduring peace in areas affected or threatened by conflict... Saks - bankrupt - Chapter 11 - Problems really got worse after they agreed to purchase Needless Markup (aka Neiman Marcus) - Amazon filed an objection to Saks Global's bankruptcy financing plan on the grounds it could harm creditors and push the tech company further down the repayment pecking order. - Amazon The tech company invested $475 million into Saks' acquisition of Neiman Marcus in December 2024,  a stake it said is now effectively “worthless.” - Amazon threatened more “drastic remedies” if Saks doesn't heed its concerns, including the appointment of an examiner or a trustee. - Amazon initially invested because it thought Saks would start selling its products on Amazon's website and the tech company would offer technology and logistics expertise.| - Amazon's attorneys: “Saks continuously failed to meet its budgets, burned through hundreds of millions of dollars in less than a year, and ran up additional hundreds of millions of dollars in unpaid invoices owed to its retail partners.” Suicide Coaches - “This year, you really saw something pretty horrific, which is these AI models became suicide coaches,” Benioff told CNBC's Sarah Eisen on Tuesday at the World Economic Forum's flagship conference in Davos, Switzerland. - In 2018, Benioff said social media should be treated like a health issue, and said the platforms should be regulated like cigarettes: “They're addictive, they're not good for you.” - “Bad things were happening all over the world because social media was fully unregulated,” he said Tuesday, “and now you're kind of seeing that play out again with artificial intelligence.” China - China 2025 new yuan loans 16.27 trln yuan, lowest since 2018 - Dec new yuan loans beat forecast - PBOC announces targeted monetary policy easing - "From the asset side, amid the property market adjustment, the private sector including households and firms showed insufficient willingness to add leverage, while government bond issuance was ramped up to stabilize leverage and the economy." - Now what is happening is that $ that used to go into real estate is heading for stocks/risk assets. - Chinese authorities tightened rules on margin financing, signaling unease over the pace of a rally. - - Under the new rule, investors must now provide margin equal to the full value of the securities they buy on credit, up from the previous 80% threshold. - - - Regulators made the move to rein in potential froth in financial markets, with a fund manager saying it sends a clear signal that they want a slow bull market, not an overheated one. --- Under the new rule, investors must now provide margin equal to the full value of the securities they buy on credit, up from the previous 80% threshold, according to a Shenzhen Stock Exchange statement. The move, which applies to Shenzhen, Shanghai and Beijing bourses, underscores regulators' efforts to rein in potential froth in financial markets. More China - China's population of 1.4 billion continued to shrink, marking the fourth straight year of decrease, new government statistics show. The total population in 2025 stood at 1.404 billion, which was 3 million less than the previous year. - After the one-child policy - now government is pushing or more births - Measured another way, the birth rate in 2025 — 5.63 per 1,000 people — is the lowest on record since 1949 - Government tactics range from cash subsidies to taxing condoms to eliminating a tax on matchmakers and day care centers. Bank Earnings - Generally pretty good! - Yield curve is helping in a big way - steepening - Goldman beats, BAC beast Morgan Stanley bets etc. etc. - Goldman: The company said profit jumped 12% from a year earlier to $4.62 billion, or $14.01 per share, on gains across its capital markets businesses. - Morgan Stanley: Last Thursday reported fourth-quarter results that exceeded Wall Street expectations on the back of strong revenue from wealth management. Fed Chair - Over the weekend, Hassett thinks Trump is right not to have him in that position (What a sap! Good he is not in running anymore) - Rick Reider and Warsh are front-runners - Who ever kisses the most ass should win - Warsh would actually be a good pick - experience and smart guy that is level headed - Meanwhile - all of a sudden Trump says he is not looking to fire Powell (maybe h wants him to resign) Netflix/Warner Brothers Update - Netflix now plans to pay $27.75 per WBD share entirely in cash to acquire WBD's streaming platform HBO Max and the Warner Bros. film studio. - In reaction tot he hostile takeover bid from Paramount/Skydance - The last offer was unanimously approved by the BOD - NFLX Earnings ..... --- Earnings per share: 56 cents vs. 55 cents, estimated ------Revenue: $12.05 billion vs $11.97 billion, estimated - Stock down AH Inflation (Did we talk about this?) - Even though we are told there is little inflation... - Consumer Price Index increases 0.3% in December - Food, rents were the main drivers of consumer inflation - Underlying inflation rises a moderate 0.2% - Food prices surged 0.7% Planes! - Boeing outsold Airbus last year - First time since 2018 - BA stock made an ATH last week Bond Vigilantes - Danish pension operator AkademikerPension said it is exiting U.S. Treasurys over finance concerns tied to America's budget shortfall. - The move comes amid increasing tensions with the U.S. over Greenland as President Donald Trump pushes for control of the island. - AkademikerPension said it plans to have closed its position of around $100 million in U.S. Treasurys by the end of the month. - 10 YR yields moved up again to 4.3% - What if.....??? (Mutual assured destruction?) Hedgies - Hedge fund investors posted gains of about 12.6% last year, the best returns since 2009, according to data compiled by Hedge Fund Research Inc. - Funds run by industry giants such as D.E. Shaw & Co. and Millennium Management posted double-digit returns, with Bridgewater Associates' Pure Alpha II fund scoring a 34% gain. - Hedge funds secured net inflows of $71 billion during the first three quarters of last year, a major reversal after a decade of outflows, with the industry's giants being among the major beneficiaries.     Love the Show? Then how about a Donation? ANNOUNCING THE WINNER OF THE THE CLOSEST TO THE PIN CUP 2025 Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

President Donald Trump wants to keep National Economic Council Director Kevin Hassett in his current position, shaking up the race for the Federal Reserve chair. A new provision of the Billionaire Tax could penalize tech founders. Plus, the White House's push for tech giants to fund new power plants. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber led off the show with market reaction to the December employment report: Non-farm jobs growth came in lower than expected, up 50,000. The unemployment rate fell to 4.4%. National Economic Council Director Kevin Hassett joined the program with White House reaction to the results. The anchors and Hassett discussed him being in the running for Fed chair, the Supreme Court's upcoming decision on tariffs and what to expect from President Trump's Friday meeting with oil CEOs about reviving production in Venezuela. Also in focus: The stocks surging on Meta's nuclear deals, Amazon's pharmacy to offer Novo Nordisk's Wegovy pill.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On this Salcedo Storm Podcast:Chris lays the foundation for his efforts in 2026. With a focus on the economy and Demcorat's fraud, Chris hopes you will join him in his renewed mission. 

Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger PictureThe world is moving away from wind and solar, coal demand is up, China was never going along with the green new scam. Trump is moving carefully through the [CB] minefield economy. Gold is on the move. Trump is moving the country out of the old system. The [DS] try to get Trump with the Epstein hoax, now that the information dropped the people can now see what the [DS] was planning. Ship building is coming back to the US. Trump signs the NDAA that has additional protections for the election. Every step of the way Trump is countering the [DS] cheating system. Economy https://twitter.com/KobeissiLetter/status/2003156645388406992?s=20   consumption, or 4.95 billion tonnes. By comparison, US coal demand stands at 410 million tonnes, just ~5% of the world's total. Meanwhile, the IEA projects a gradual decline in demand over the next 5 years, to ~8.60 billion tonnes by 2030. However, past forecasts of peak coal demand have repeatedly proven wrong, as consumption continues to rise. Coal remains in high demand 23 US States Are At High Risk Of (Or In) Recession Currently  In 2025, states responsible for about a third of U.S. GDP are in recession, or face high recession risk. Another third are expanding, including Florida and Utah, based on payrolls, employment, and other key economic data. This graphic, via Visual Capitalist’s Dorothy Neufeld, shows recession risk by state in 2025, based on analysis from Mark Zandi, chief economist at Moody's Analytics. In Recession/High Risk Treading Water Expanding State/District Business Cycle Status Share of U.S. GDP (%) Georgia In Recession/High Risk 3.03 Montana In Recession/High Risk 0.25 Wyoming In Recession/High Risk 0.18 Michigan In Recession/High Risk 2.44 Massachusetts In Recession/High Risk 2.73 Mississippi In Recession/High Risk 0.53 Minnesota In Recession/High Risk 1.70 Kansas In Recession/High Risk 0.80 Rhode Island In Recession/High Risk 0.28 Delaware In Recession/High Risk 0.34 Washington In Recession/High Risk 3.02 Illinois In Recession/High Risk 3.85 West Virginia In Recession/High Risk 0.36 New Hampshire In Recession/High Risk 0.42 Maryland In Recession/High Risk 1.86 Virginia In Recession/High Risk 2.66 South Dakota In Recession/High Risk 0.25 Connecticut In Recession/High Risk 1.27 Oregon In Recession/High Risk 1.14 Iowa In Recession/High Risk 0.86 New Jersey In Recession/High Risk 2.93 Maine In Recession/High Risk 0.33 District of Columbia In Recession/High Risk 0.64 Missouri Treading Water 1.54 Ohio Treading Water 3.14 Hawaii Treading Water 0.39 Arkansas Treading Water 0.65 New Mexico Treading Water 0.49 Tennessee Treading Water 1.87 New York Treading Water 7.92 Vermont Treading Water 0.16 Alaska Treading Water 0.24 Colorado Treading Water 1.92 California Treading Water 14.50 Nevada Treading Water 0.86 South Carolina Expanding 1.18 Texas Expanding 9.41 Oklahoma Expanding 0.92 Idaho Expanding 0.43 Kentucky Expanding 0.99 Alabama Expanding 1.10 Indiana Expanding 1.81 Nebraska Expanding 0.63 North Carolina Expanding 2.86 Louisiana Expanding 1.11 Florida Expanding 5.78 North Dakota Expanding 0.26 Pennsylvania Expanding 3.54 Arizona Expanding 1.88 Wisconsin Expanding 1.53 Utah Expanding 1.02 Currently, many coastal, Northeastern states are facing some of the worst economic conditions. In Maine, for instance, year-over-year GDP growth is just 0.8% as of Q2 2025, compared to the U.S. average of 2.1%. Meanwhile, Washington, D.C.'s unemployment rate was 6.4% in July, significantly higher than the 4.6% U.S. average given sweeping federal cuts. According to Zandi's analysis, New York and California are “Treading Water”, together responsible for driving over 22% of U.S. GDP. In comparison, Texas, which fuels 9.4% of U.S. economic growth is expanding. Unemployment rates of 4.0% in July remain below the U.S. average. Additionally, the Texas economy is growing faster than the nation, while income growth rose 6.3% annually as of Q2 2025, outpacing the national average.   Source: zerohedge.com (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); https://twitter.com/unseen1_unseen/status/2003254895143461092?s=20   caused by falling home prices while increasing the affordability of homes. Home builders aren’t going to build more homes if they are losing money. Trump can’t force them to build homes. This is where thinking outside the box comes in play and things like the 50 year mortgage, interest rate cuts, lower down-payments, salt taxes etc get proposed. With deportations and the decline of the boomer generation from old age, supply will be increasing. Prices will come down. The trick is not to allow them to go into a free fall and keep demand high enough to soak up a great deal of that supply. Trump’s proposed $2,000 tariff rebate checks depend on Congress   President Donald Trump needs Congress to take action to make good on a proposal to send some Americans $2,000 tariff rebate checks next year. Director of the National Economic Council Kevin Hassett said the U.S. House and Senate will need to take up the matter. “I would expect that in the new year, the president will bring forth a proposal to Congress to make that happen,” Hassett said on “Face the Nation” on Sunday. Details about Trump’s tariff rebate proposal remain sparse. Trump has said he wants to issue the rebate checks and use the rest of the tariff revenue to pay down the nation’s $38 trillion debt, even as the U.S. Supreme Court has not yet determined whether he has the authority to impose tariffs. Source: thecentersquare.com US Industrial Production Rises At Strongest Annual Rate Since Apr 2022 Following the much-stronger-than-expected GDP print, US Industrial Production also surprised to the upside, rising 0.2% MoM in November and pulling the YoY change up to 2.52% – the strongest annual growth since April 2022… Source: zerohedge.com Trump Boom: U.S. Economy Grows 4.3%, Fastest in Two Years, Smashing Expectations The U.S. economy grew this summer at the fastest pace in two years, far outpacing economists' forecasts. The Commerce Department said U.S. gross domestic product—the government's official economic scorecard—rose at a seasonally and inflation-adjusted 4.3 percent annual rate in the third quarter. The report on the July through September period was delayed due to the shutdown. Consumer spending grew much faster than expected, expanding at a seasonally and inflation-adjusted annual rate of 3.5 percent. That's up from 2.5 percent in the second quarter and above the 2.7 percent expected. Source: breitbart.com    FULL steam ahead — “You haven't seen anything yet!” Thank you for your attention to this matter. MAKE AMERICA GREAT AGAIN! DONALD J. TRUMP PRESIDENT OF THE UNITED STATES OF AMERICA https://twitter.com/EricLDaugh/status/2003149733158588868?s=20 This list is just the table setting for the coming booming economy. Wait till Trump transforms the entire fiat world debt system. A Golden Age for the world approaches. https://twitter.com/KobeissiLetter/status/2003285919668011147?s=20    good news, the Market went up. Nowadays, when there is good news, the Market goes down, because everybody thinks that Interest Rates will be immediately lifted to take care of “potential” Inflation. That means that, essentially, we can never have a Great Market again, those Markets from the time when our Nation was building up, and becoming great. Strong Markets, even phenomenal Markets, don't cause Inflation, stupidity does! I want my new Fed Chairman to lower Interest Rates if the Market is doing well, not destroy the Market for no reason whatsoever. I want to have a Market the likes of which we haven't had in many decades, a Market that goes up on good news, and down on bad news, the way it should be, and the way it was. Inflation will take care of itself and, if it doesn't, we can always raise Rates at the appropriate time — But the appropriate time is not to kill Rallies, which could lift our Nation by 10, 15, and even 20 GDP points in a year — and maybe even more than that! A Nation can never be Economically GREAT if “eggheads” are allowed to do everything within their power to destroy the upward slope. We are going to be encouraging the Good Market to get better, rather than make it impossible for it to do so. We are going to see numbers that are far more natural, and far better, than they have ever been before. We are going to, MAKE AMERICA GREAT AGAIN! The United States should be rewarded for SUCCESS, not brought down by it. Anybody that disagrees with me will never be the Fed Chairman! Political/Rights https://twitter.com/libsoftiktok/status/2003309528805470611?s=20 https://twitter.com/MrAndyNgo/status/2003266300832038926?s=20 https://twitter.com/libsoftiktok/status/2003271819705389139?s=20   interfere with immigration operations. https://twitter.com/libsoftiktok/status/2003378383862817224?s=20 https://twitter.com/BillMelugin_/status/2002573015142576350?s=20 https://twitter.com/TriciaOhio/status/2002801058897142114?s=20   This was a targeted operation to arrest Fernandez Flores, a criminal illegal alien from Honduras with a criminal conviction for making a false police report. Flores entered the United States illegally at unknown date and location without inspection by an immigration officer. He will remain in ICE custody pending further immigration proceedings. If you come to our country illegally and break our laws, we will find you, we will arrest you, and you will not return. https://twitter.com/DHSgov/status/2003130997198713329?s=20https://twitter.com/MJTruthUltra/status/2003214521419333695?s=20 https://twitter.com/MJTruthUltra/status/2003214521419333695?s=20 WATCH: Justice Department Releases Shocking Recreation Video of Jeffrey Epstein Trying to Kill Himself The Justice Department on Monday released recreation video of Jeffrey Epstein inside of his jail cell trying to kill himself. The video – which was revealed to be computer-generated – is timestamped August 10, 2019 at 4:29 am ET – Epstein was found dead at 6:30 am ET on August 10, 2019. Prosecutors previously said that the two CCTV cameras positioned outside of Epstein's cell had malfunctioned. The 10-second recreation video shows Epstein sitting on the floor of his cell attempting to kill himself. WATCH:  Source: thegatwaypundit.com  https://twitter.com/MarioNawfal/status/2003476301970133417?s=20  “a circular line of erythema at the base of the neck” along with other marks of friction and bruising on his knee. Epstein told prison staff he didn't remember what happened but was afraid to return to the Special Housing Unit, saying it was “where he had gotten marks on his neck and he does not know why it happened.” He said he had only slept 30 minutes a night for five days due to noise and stress. His cellmate, ex-cop Nicholas Tartaglione, had reportedly been harassing him, and Epstein claimed “he tried to kill me.” Staff noted Tartaglione had been aggressive and was seen mocking Epstein with a string around his neck. Despite these signs, the incident was labeled a “possible suicide attempt.” https://twitter.com/MarioNawfal/status/2003292687835787393?s=20  were actively tracking and attempting to contact 10 individuals connected to Epstein’s crimes. The email references attempts to contact Brunel (modeling agent Jean-Luc Brunel, who later died in prison), Maxwell (Ghislaine, now serving 20 years), and mentions “Ohio contacting Wexner.” Les Wexner is the billionaire L Brands founder who gave Epstein his $77 million NYC mansion and served as his primary financial benefactor for years. A separate confidential document from law firm Debevoise & Plimpton lists SDNY matters they appeared in, including one entry: “Wexner: Epstein investigation.” 10 co-conspirators. Only Maxwell was ever charged. The names behind those black boxes are the real story here. https://twitter.com/MikeBenzCyber/status/2003358231780032675?s=20 https://twitter.com/MarioNawfal/status/2003480729624412240?s=20  and his residence as Dammam, Saudi Arabia. Profession listed: “Manager.” It's part of a trove of thousands of Epstein-related files released overnight. https://twitter.com/MarioNawfal/status/2003436034709995730?s=20   from Epstein's properties – computers, hard drives, disks, the digital nervous system of the operation. And they can't get it. At one point, frustration boils over into honesty: “The FBI is completely fucking us on this.” That's not a tweet. That's an internal DOJ message. Translation: the prosecutors responsible for bringing cases did not have a clear, reliable accounting of the evidence in the FBI's possession. Not what was seized. Not what was imaged. Not what was searchable. Not what was missing. This isn't incompetence in a vacuum. It's structural. Evidence control is power. Whoever controls the data controls the pace, the scope, and the fallout. And remember: Epstein died before trial. Maxwell was prosecuted narrowly. No broader conspiracy case ever materialized. Prediction: this is why. Not because the evidence didn't exist- but because it never cohered into something prosecutors could safely touch without detonating their own case. The scandal isn't just who was on the tapes. It's that even the feds couldn't tell you where the tapes went. That's not a cover-up movie plot. That's a system quietly eating itself. https://twitter.com/sentdefender/status/2003457025695719784?s=20  and sensationalist claims made against President Trump that were submitted to the FBI right before the 2020 Election. To be clear: the claims are unfounded and false, and if they had a shred of credibility, they certainly would have been weaponized against President Trump already.” New: More Epstein Files Drop, and Donald Trump Appears to Be the Star This Time Around So, what incriminating evidence against President Trump is to be found in this latest drop? Apparently, an email from January 2020 in which a federal prosecutor from New York – of course – to an “undisclosed person” claiming Trump had flown on Jeffrey Epstein’s private plan at least eight times during the 1990s, and one time there was a 20-year-old woman on the flight.  Here’s more: The email, which was sent in January 2020 from a federal prosecutor in New York to an undisclosed person, says, “For your situational awareness, wanted to let you know that the flight records we received yesterday reflect that Donald Trump traveled on Epstein's private jet many more times than previously has been reported (or that we were aware), including during the period we would expect to charge in a [Ghislaine] Maxwell case.”  This big revelation is that Trump traveled a few more times than we previously knew, although this was during a time period that the president has already acknowledged having had an association with Epstein. Note the timing of the email – January 2020 is when the presidential election would be kicking into full swing. This anonymous federal prosecutor clearly thought they had a gotcha moment, but there’s a pesky little detail that puts things in perspective: “[Trump] is listed as having traveled with, among others and at various times, Marla Maples, his daughter Tiffany, and his son Eric.”  Source: redstate.com The specific document you’re referring to appears to be the complaint filed in the 2020 civil lawsuit Doe v. Indyke et al. (Case No. 1:20-cv-00484, S.D.N.Y.), which was part of the recently released Epstein files by the U.S. Department of Justice.  This lawsuit was brought by an anonymous plaintiff (“Jane Doe”) against the executors of Jeffrey Epstein’s estate (Darren Indyke and Richard Kahn) and Ghislaine Maxwell, seeking compensation for alleged sexual abuse and trafficking by Epstein.How Trump’s Name Appears in the DocumentOn page 4 of the complaint, the plaintiff alleges that during one of her encounters with Epstein (around the 1990s), he took her to Trump’s Mar-a-Lago resort in Florida when she was 14 years old. Epstein reportedly introduced her to Donald Trump (then the owner of Mar-a-Lago), elbowed him playfully, and asked, referring to the girl, “This is a good one, right?” Trump is described as smiling and nodding in agreement, after which they both chuckled. The plaintiff states she felt uncomfortable but was too young to understand why at the time. The document does not accuse Trump of any criminal wrongdoing or involvement in Epstein’s abuse; it frames this as part of the broader context of her grooming and exploitation by Epstein.How the Name Got Into the DocumentTrump’s name was included as part of the plaintiff’s personal allegations detailing her experiences with Epstein. The complaint is a legal filing where the victim recounts specific incidents to support her claims against Epstein’s estate and associates. It reflects her firsthand account, not a court-verified fact or evidence from other sources.  There is no mention of independent corroboration (e.g., witnesses, photos, or records) in the filing itself, and it has not been adjudicated in court as true.Source of the AllegationThe source is the anonymous plaintiff (“Jane Doe”), who claims to be a victim of Epstein’s abuse starting from age 13 or 14.  She was reportedly recruited at a summer camp in Michigan and alleges ongoing grooming and assaults by Epstein over several years. This Doe is distinct from other known accusers like Virginia Giuffre, though a similar incident (Epstein introducing a 14-year-old to Trump at Mar-a-Lago without the “good one” comment) was testified to by another accuser (“Jane”) during Ghislaine Maxwell’s 2021 criminal trial.  https://twitter.com/disclosetv/status/2003236602374713557?s=20 DOGE Geopolitical https://twitter.com/BreannaMorello/status/2003196698974191914?s=20   that are protected under the Constitution. Under D.C. law, anyone wishing to own a firearm must register it with the MPD. However, the D.C. Code imposes a sweeping ban on the registration—and thus the legal possession—of a wide range of firearms. This broad prohibition, the Justice Department argues, infringes on the Second Amendment rights of law-abiding citizens who seek to keep and bear commonly owned firearms for lawful purposes. Trump's DOJ Sues Washington, D.C. Police Department Over Unconstitutional Ban on Semi-Automatic Firearms The Department of Justice has filed a lawsuit against the District of Columbia's Metropolitan Police Department for enforcing a ban on semi-automatic firearms in violation of the Second Amendment. The lawsuit alleges that D.C.'s gun laws require registration of all firearms with the MPD; however, the D.C. Code imposes a sweeping ban on numerous protected weapons, making it legally impossible for residents to own them for self-defense or other lawful purposes. The DOJ said in a press release announcing the lawsuit: “MPD's current pattern and practice of refusing to register protected firearms is forcing residents to sue to protect their rights and to risk facing wrongful arrest for lawfully possessing protected firearms.” “Today's action from the Department of Justice's new Second Amendment Section underscores our ironclad commitment to protecting the Second Amendment rights of law-abiding Americans,” said Attorney General Pamela Bondi. Bondi continued, “Washington, DC's ban on some of America's most popular firearms is an unconstitutional infringement on the Second Amendment — living in our nation's capital should not preclude law-abiding citizens from exercising their fundamental constitutional right to keep and bear arms.” Echoing this sentiment, Assistant Attorney General Harmeet K. Dhillon of the Civil Rights Division added, “This Civil Rights Division will defend American citizens from unconstitutional restrictions of commonly used firearms, in violation of their Second Amendment rights. The newly established Second Amendment Section filed this lawsuit to ensure that the very rights D.C. resident Mr. Heller secured 17 years ago are enforced today — and that all law-abiding citizens seeking to own protected firearms for lawful purposes may do so.” The case draws directly from the landmark 2008 Supreme Court decision in District of Columbia v. Heller, where the Court affirmed that the Second Amendment protects the right of law-abiding citizens to own semi-automatic weapons in their homes for self-defense. Source: thegatewaypundit.com https://twitter.com/CynicalPublius/status/2003192220753723840?s=20 https://twitter.com/disclosetv/status/2003238094057955337?s=20 War/Peace https://twitter.com/WarClandestine/status/2003334956479558072?s=20 there will be no escalation into broader conflict, and the decision has already been made. However, precision air strikes on cartel assets seems like a probable outcome. Trump is neutralizing Deep State assets around the globe, and South/Central American drug cartels are assets of the Deep State. They are transnational criminal organizations responsible for the drug, weapon, and human trafficking of the Western hemisphere, and their racket feeds the Deep State machine. My guess is, that cartel drug factories and assets are going to get smoked by the US MIL via precision air strikes, and the other powerful leaders of the world have already agreed to some sort of deal with Trump and no one will interfere. Just like Iran and Syria. I think most of the leaders/nations of the world agree with Trump that these transnational criminal organizations must be eradicated, and stability must be brought to the world. President Unveils ‘Trump Class’ Of Warships, Huntington Ingalls Shares Jump    build two new “Trump-class” battleships, to acquire 20-25 of these ships in the coming years.   In his address, the President noted these 30,000-40,000 ton ships will carry a large quantity of missiles, including hypersonic missiles, and will also be outfitted with electromagnetic rail guns and directed energy lasers. Trump-class battleships will also carry nuclear-armed sea launched cruise missiles (currently under development) adding an additional element of nuclear deterrence to the Navy. Trump-class destroyers appear to be designed as the center of enhanced command and control networks at sea, as the Navy looks to field more autonomous assets and traditional vessels in the coming years.   The first “Trump-class” battleship will be named USS Defiant, and it will be even longer than the Iowa-class battleships of the World War II era. However, at 35,000 tons, it will only weigh about half as much, and have a smaller crew of between 650 and 850 sailors; the Iowa had some 2,700 sailors. The new ships — which are being called “guided missile battleships” —  are part of larger vision for a “Golden Fleet.” The Navy has rolled out a website to promote that concept. Sources tell AP that construction of the Defiant is expected to start in the early 2030’s, with another 19 to 24 Trump-class ships to follow.   Source: zerohedge.com https://twitter.com/EricLDaugh/status/2003231263520379120?s=20   that kind of money, they HAVE to build quickly!”   “We want the dividends to go into the creation of production facilities. We’ll be talking about CapEx, dividends and the pay.” “Also, buybacks…they want to buy back their stock. I want them to put their money in plants and equipment! So they can build these planes FAST, like, IMMEDIATELY!” Medical/False Flags https://twitter.com/FBIDirectorKash/status/2003224842078675311?s=20  of American institutions or threats to our food supply, economy, or public safety. Protecting the homeland means vigilance: every time, no exceptions. https://twitter.com/ThomasMoreSoc/status/2003262595566850541?s=20  precedent-setting victory, a federal court has permanently blocked California AG Rob Bonta and the CA Dept. of Education from forcing teachers to lie to parents about their own children’s secret gender transitions—declaring parents have a constitutional right to know and teachers have a constitutional right to share the truth. [DS] Agenda https://twitter.com/CynicalPublius/status/2003205278796501397?s=20  larger scale. Don't forget that the Malthusians are antihuman and that they believe that 7 out of every 8 human lives on the planet must be terminated in order to save the world. Nearly 100 Minnesota Mayors Send Panicked Letter to Lawmakers Complaining About Fraud Scandal and the Leadership of Tim Walz Almost 100 mayors in the state of Minnesota have sent a letter to state lawmakers complaining about the fraud scandal and how it is going to impact the communities they serve. They are clearly not happy with the leadership of Governor Tim Walz and his connections to the fraud scandal that has rocked the state in recent weeks. The scandal is still unfolding and it's unclear what the final tally will be, but it's looking like something in the tens of billions. FOX News reports:  You can see the full letter here. These mayors should have demanded that Tim Walz resign. Source: thegatewaypundit.com https://twitter.com/elonmusk/status/2002771316345327905?s=20 Our crooked politicians have set up the biggest money laundering operation in the world and that 38 trillion in debt is almost all tied to fraud. this is the tip of the iceberg. Buckle up, its all being exposed. Your harder earned money was used to support a criminal syndicate.  President Trump's Plan  https://twitter.com/DcLidstone/status/2003338615917806050?s=20 John Brennan Lawyers Confirm Their Client is a “Target” of a Grand Jury Investigation Lawfare lawyer Kenneth Wainstein representing former CIA Director John Brennan confirmed in a proactive litigation letter to Chief Judge Cecilia M. Altonaga of the Federal District Court for the Southern District of Florida, their client is a “target” of a grand jury investigation. The word “target” is important here, because the letter specifically outlines how Brennan has received subpoenas for documents and information surrounding his construct of the 2017 Intelligence Community Assessment. The letter notes that prosecutors from the Office of the United States Attorney for the Southern District of Florida, Jason Reding Quiñones, have advised Mr. Brennan that he is “a target” of a grand jury investigation.   [SOURCE] Pay attention to the footnotes being cited by Brennan's lawyers as they begin to pull in some of the commentary by voices who have publicly given opinion about the overall Trump targeting operation.  Mike Davis name appears frequently in this letter, as the Brennan defense team begins to frame the conspiratorial nature of some claims against their client. In essence, the Brennan legal team are attempting to refute the evidence by pointing to the blanket of some crazy commentary that covers it. This is exactly what I have been cautioning about {SEE HERE}. Source: theconservativetreehouse.com https://twitter.com/TheStormRedux/status/2003448097930662069?s=20  Cannon's courtroom. FANTASTIC. https://twitter.com/amuse/status/2003133420021424297?s=20   Thune objected the president would be able to adjourn Congress for ten days and get his full team on the field. https://twitter.com/DavidShafer/status/2002953961595449763?s=20 National Defense Authorization Act (NDAA) Contains Hidden Election Integrity Gem – Could Have Huge Implications for Voting Machines    With the National Defense Authorization Act signed by President Donald Trump on December 18th, 2025, a little-known section was snuck into the 3000+ page bill:  Section 6805. Requiring Penetration Testing As Part Of The Testing And Certification of Voting Systems. This section amends the Help America Vote Act of 2002 by adding a “Required Penetration Testing” section that “provides for the conduct of penetration testing as part of the testing, certification, decertification, and recertification of voting system hardware and software” by an accredited laboratory. The amendment now requires the penetration testing as a condition of certification from the U.S. Election Assistance Commission (EAC) and allows consultation with the National Institute of Standards and Technology or any other federal agency on “lab selection criteria” and “other aspects of the program.” While this is still short of a legitimate attempt at ensuring election integrity, it is an effort toward scrutinizing the voting systems by finally requiring cybersecurity experts to do what Clay Parikh was restricted from doing during his time as a VSTL contractor. Hand-marked paper ballots hand-counted at the precinct level, is being utilized in Dallas County, TX for the 2026 midterm primaries, and is still the ultimate goal of the election integrity community to ensure free and fair elections in the United States. Source: thegatewaypundit.com Penetration testing, often abbreviated as “pen testing,” is a cybersecurity practice where authorized experts simulate real-world cyberattacks on a computer system, network, or application to identify and exploit vulnerabilities before malicious actors can do so. The goal is to uncover weaknesses in security measures, such as software flaws, misconfigurations, or inadequate defenses, and provide recommendations for remediation. It typically involves several stages: Planning and reconnaissance: Gathering information about the target system. Scanning: Using tools to probe for potential entry points. Gaining access: Attempting to exploit vulnerabilities to breach the system. Maintaining access: Testing how long access can be sustained without detection. Analysis and reporting: Documenting findings, risks, and fixes. In the context of Section 6805 of the Fiscal Year 2026 National Defense Authorization Act (NDAA), which incorporates provisions from the SECURE IT Act (H.R. 6315), penetration testing is mandated as part of the testing, certification, decertification, and recertification process for voting system hardware and software. The Election Assistance Commission (EAC) must implement this requirement within 180 days of enactment, with accreditation of testing entities handled through recommendations from the National Institute of Standards and Technology (NIST). This ensures that voting systems used in federal elections undergo rigorous cybersecurity assessments to detect and mitigate vulnerabilities, enhancing election security Poll: Trump's Approval Rating Lands at 50 Percent, 9 Points Above Water President Donald Trump enjoys a 50 percent approval rating, with a net approval rating of plus 9 points, according to the latest polling from InsiderAdvantage.  Source: breitbart.com (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");

MRKT Matrix - Tuesday, December 23rd S&P 500 rises, on pace for record close as tech shares lead (CNBC) US Economy Grows at Fastest Pace in Years With 4.3% GDP Gain (Bloomberg) Fed chair candidate Hassett says U.S. is way behind the curve on lowering interest rates (CNBC) The Economy Avoided a Recession in 2025, but Many Americans Are Reeling (NYT) China's Sprint for Tech Dominance Can't Hide an Economy Full of Holes (WSJ) Nvidia's Biggest Southeast Asian Partner Dogged by China Chip Smuggling Questions (Bloomberg) TikTok's Chinese owner plans $23bn AI spend to keep pace with US rivals (FT) Clean, Limitless Energy Exists. China Is Going Big in the Race to Harness It. (NYT) --- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://riskreversalmedia.beehiiv.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

At the recent Turning Point conference, Republican House Speaker Mike Johnson finally started to sound the alarm bells about Republicans' chances in next year's midterms. Johnson warned that Democrats could take over (which is almost guaranteed at this point), and that if they do, they'll go out and impeach Donald Trump again. He's trying to scare Republicans into submission, but doing so by arguing that the least popular president in modern history is in danger isn't exactly going to get people energized. Kevin Hassett, the chief economic adviser to Donald Trump, panicked when questioned by CBS's Margaret Brennan about when Americans can expect to start receiving their $2,000 tariff rebate checks that Trump has repeatedly promised. Hassett tried to say that Congress has to do that because it is a budget issue, and then immediately pivoted away from the topic in order to distract the public from that rather shocking admission that proves that Trump is a total liar. Elise Stefanik is quitting. Cynthia Lummis is retiring. Marjorie Taylor Greene and several other House members have either already announced their retirements or their resignations. The Great Republican Resignation movement has officially begun, as many analysts had predicted. But to see such high profile members like Stefanik and Greene bail out was likely not on anyone's 2025 Bingo cards. Old man Trump tried his hand at another rally in a sleepy town last Friday, and things somehow went even worse than his previous rally in Pennsylvania the week before. Trump couldn't stay on topic for more than a few minutes, and went on so many wild tangents that no one could keep track of what he was even supposed to be talking about. At one point, he went into disturbing detail about how he "thinks" his wife cleans her underwear and organizes her underwear drawer. Donald Trump reportedly talked with infamous Epstein lawyer Alan Dershowitz about the possibility of serving a third term in office, something that Dershowitz has now written a book about, laying out the legal possibilities that could make it happen. Trump is clearly not just "joking" about a third term, as Susie Wiles said in her recent Vanity Fair issue. But just because he's not joking doesn't mean we should take it seriously.A former manager at Donald Trump's Bedminster golf resort in New Jersey has filed a lawsuit against the club for wrongful termination, but the lawsuit has a lot more information than just being fired for things that weren't her fault. The manager details harassment, misogyny, discrimination, and the most disgusting kitchen details you could imagine. She claims in the suit that even Donald Trump himself was disgusted by the state of the club, which included "maggots", "mold", and a terrible "fly infestation." Text and and let us know your thoughts on today's stories!Subscribe to our YouTube channel to stay up to date on all of Farron's content: https://www.youtube.com/FarronBalancedFollow Farron on social media! Facebook: https://www.facebook.com/FarronBalanced Twitter: https://twitter.com/farronbalanced Instagram: https://www.instagram.com/farronbalanced TikTok: https://www.tiktok.com/@farronbalanced?lang=en

-- On the Show -- Jocelyn Benson, Michigan Secretary of State, joins us to discuss her campaign for the Democratic nomination for governor -- The Trump administration releases the Epstein files under a transparency law but heavily redacts documents and removes files from the Justice Department website -- Justice Department Epstein files that include photographs of Donald Trump vanish without notice and the release shows more secrecy than before -- Infighting at a Turning Point USA event explodes publicly as JD Vance, Ben Shapiro, Tucker Carlson and others attack each other while Donald Trump stays away -- Donald Trump appears visibly unwell at rallies, glitches while claiming perfect health, and alarms even his own supporters -- CBS leadership under Bari Weiss pulls a fully vetted 60 Minutes investigation on Trump administration migrant deportations to El Salvador hours before airtime -- Trump economic adviser Kevin Hassett admits on air that Americans pay tariffs, directly contradicting years of administration claims that foreign countries foot the bill -- Lawmakers from both parties move toward contempt proceedings against Attorney General Pam Bondi for defying the Epstein Files Transparency Act and removing mandated documents -- On the Bonus Show: Trump appoints an envoy to Greenland who wants the US to acquire the island, Elise Stefanik ends her campaign for New York governor, Mitt Romney calls for higher taxes on the wealthy, and much more...

On today's podcast:1) The US’s pursuit of a third oil tanker off the coast of Venezuela has intensified a blockade that the Trump administration hopes will cut off a vital economic lifeline for the country and isolate the government of President Nicolás Maduro. The US Coast Guard chased the US-sanctioned Bella 1 on Sunday as it was en route to Venezuela. It boarded Centuries, a ship owned by a Hong Kong-based entity, on Saturday — the first non-sanctioned vessel to be targeted. Another very large crude carrier, the Skipper, was intercepted on Dec. 10. The moves on three separate vessels represent the most concerted attempt to date to sever the financial links sustaining a government that Washington says is led by a drug-trafficking cartel, and one that it has also recently designated as a foreign terrorist organization. Maduro has so far withstood the onslaught, but the blockade is beginning to limit hard currency and to hurt an already battered economy.2) Democratic lawmakers said they plan to explore “all legal options” after the Justice Department announced it will not release all documents about the disgraced financier Jeffrey Epstein by the Friday deadline, threatening to prolong a high-stakes political fight as the midterm elections come into view. The US Justice Department released thousands of pages of pictures, phone records and notes from investigations into notorious sex offender on Friday, revealing new details about the late financier’s relationships with prominent business leaders and politicians. The department said more files will be released in coming weeks because the volume of material was too much to process by the Friday deadline set by Congress, sparking rebukes from many Democrats. The tranche included heavy redactions, a step intended to comply with the provisions of the law including protections for survivors and other accommodations.3) A Supreme Court ruling that scraps President Trump’s tariffs — and refunds the import fees collected — would create a major “administrative problem,” the president’s top economic adviser said Sunday. “We really expect the Supreme Court is going to find with us,” Kevin Hassett, director of the National Economic Council, told CBS’s Face the Nation. Even if the court didn’t find in the Trump administration’s favor, Hassett argued it would be “pretty unlikely that they’re going to call for widespread refunds because it would be an administrative problem to get those refunds out there.” The Supreme Court is weighing a legal challenge to tariffs Trump imposed on dozens of nations under the 1977 International Emergency Economic Powers Act. Administration officials have drawn up options for reimposing import taxes in case of an adverse ruling, while publicly maintaining that a court defeat is unlikely.See omnystudio.com/listener for privacy information.

SpaceX IPO coming – huge increase in valuation over past 3 months Happy Hanukah – Eight Crazy Nights Now Kevin AND Kevin PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Last Chance for CTP Cup 2025 participants - Happy Hanukah - Eight Crazy Nights - Sad News - Rob Reiner - Fed decision is out.... - Overdue eco reports coming this week Markets - Oracle still problematic - SpaceX IPO coming - huge increase in valuation over past 3 months - Another Bankruptcy - cleaning up is not good business - Oh my - Now Kevin AND Kevin - Weight loss game continues - One thing saved for last - a doozie... Tesla -  - All time High - Prospect of Robotaxi - Even though sales hitting multi-year lows Wall Street Never Sleeps? - Nasdaq files to extend trading to 23 hours on weekdays - Banks concerned about investor protections, costs, liquidity, volatility risks of nonstop trading - Proponents argue round-the-clock trading benefits global investors - That may create some additional volatility potential SpaceX - SpaceX aims for a potential $1.5 trillion market cap with an Initial Public Offering in 2026, which could become the largest IPO in history - July 2025 tender valuation was $400B - Dec 14th (4 months later) $800B - Starlink is the primary money winner of this deal - Tesla shares climbing even with nothing behind it - seemingly in sympathy for this IPO ---- TESLA does not have ownership of SpaceX - OH - this could be the reason....U.S. deliveries dropped significantly in November—the lowest since early 2022—but this weakness has been overshadowed by the enthusiasm for autonomy. Rob Reiner - A son of legendary Hollywood director Rob Reiner and his wife, producer Michele Singer Reiner, Nick Reiner, is being held on suspicion of murder following their deaths, according to Los Angeles Police Department Chief Jim McDonnell. He's being held on $4 million bail. - Citing law enforcement sources and family friends, ABC News reported on Monday that Nick Reiner had recently returned to live at his parents' South Chadbourne Avenue home. The move was described as a temporary arrangement intended to help him stabilize. - Not going to discuss the Truth Social post about this tragedy HEADLINE ALERT - "Copper could hit ‘stratospheric new highs' as hoarding of the metal in U.S. continues" - Copper has gone from 5.77 to 5.30 (July to today) - 6 Tops at this price since 2011 - Not seeing this as per the headline - seems like a Hunt Brothers special from the 1980s - CORNERING THE MARKET ---1980 - Silver went from $11 to $50 then crashed, bankrupting the Hunt Bros - after COMEX changed rules forcing them to cover positions Bankruptcy - After 35 years, the maker of the Roomba robot vacuum filed for bankruptcy protection late Sunday night. Following warnings issued earlier this year that it was fast running out of options, iRobot says it is entering Chapter 11 protection and will be acquired by its contract manufacturer, China-based Picea Robotics. - The company says it will continue to operate “with no anticipated disruption to its app functionality, customer programs, global partners, supply chain relationships, or ongoing product support.” - Remember that Amazon  - The Amazon buyout of iRobot, maker of Roomba, was announced in 2022 for $1.7 billion but ultimately failed in January 2024 due to significant regulatory pushback, primarily from the EU, over anti-competitive concerns. -- Amazon walked away with a $94 million termination fee Fed Pick - President Donald Trump said Friday that Kevin Warsh has moved to the top of his list as the next Federal Reserve chair, though Kevin Hassett also remains in contention, according to the Wall Street Journal. - Interesting that this comes days after Hassett said that we would not let outside suggestions influence his voting - ---In addition to putting heavier weight on Warsh getting the job, Trump repeated an assertion he has made in the past that the Fed chair ought to consult the president about interest rate decisions. - Also of interest, prediction markets had Hassett at 95% probability - now it moved to 50% - big payday for people in the know. Housing Prices - Average home price is DOWN on  year-over-year basis - First time on national level since 2024 - Active listings in November were nearly 13% higher than November 2024, but new listings were just 1.7% higher --- Houses are on market longer - - Prices in Austin, Texas, are down 10% from last year; in Denver, they're down 5%, according to Parcl Labs. Tampa, Florida, and Houston both saw prices fall 4%, and Atlanta and Phoenix saw price decreases of 3%. More Hosing Related -  Zillow shares plunged more than 9% on Monday on worries that the online real estate platform could have a big new competitor: Google Search. - Google appears to be running tests on putting real estate sale listings into its search results. Overdue Eco  - Black Hole - The U.S. Bureau of Labor Statistics on Tuesday releases its long-awaited combined employment reports for October and November, but a number of key details will be missing after the government shutdown prevented data collection, including October's unemployment rate, resulting in the first-ever gap in that critical data series since inception in 1948. - NICE JOB GANG! - Some of the data will be estimated. - It said it would not publish the headline CPI number or the so-called core CPI, which strips out the volatile food and energy components, for October. "BLS cannot provide specific guidance to data users for navigating the missing October observations," the agency said. Some Updates - Some info coming in are estimates - some delayed - Unemployment at 4.6% - Latest report shows +64,000 added - ISM Manufacturing and Non-manufacturing - both slowed over the last month The Fed - Meanwhile the Fed cuts rates.... - A Federal Reserve split over where its priorities should lie cut its key interest rate Wednesday in a 9-3 vote, but signaled a tougher road ahead for further reductions. - The FOMC's “dot plot” indicated just one more reduction in 2026 and another in 2027, amid considerable disagreement from members about where rates should head. - In addition to the rate decision, the Fed also announced it will resume buying Treasury securities. The central bank will start by buying $40 billion in Treasury bills, beginning Friday. - Markets were all over the place on this as it was a little confusing at first - then it seemed that everyone loved (for one day) - Why is the Fed moving up Treasury purchases to "immediately" from a few months from now? - AND - dissension ! A larger group  that usual of regional Fed bank presidents signaled they opposed the cut, and six policymakers said the benchmark federal funds rate should end 2025 in a range of 3.75% to 4%, suggesting they opposed the move. - Long bonds have not moved at all on this news. Costco Earnings - Costco beat Wall Street's fiscal first-quarter sales and revenue expectations. - Sales rose 8.2% and digital sales jumped 20.5% compared with the year-ago quarter. - Costco surpassed Wall Street's quarterly expectations and posted year-over-year sales growth of 8.2% as the retailer attracted more digital sales and opened new locations. - Earnings per share: $4.50 vs. $4.27 expected - Revenue: $67.31 billion vs. $67.14 billion expected - Costco does not provide year ahead guidance - Shares down from a recent high of $855 Costco Fun Facts - About 4.5 million pies were sold in the three days before Thanksgiving, which is equivalent to roughly 7,000 pies per warehouse. -  These were bakery pies (e.g., pumpkin, apple), - Costco had more than $250 million in non-food online orders on Black Friday, a record for Costco's U.S. e-commerce business. - Approximately 358,000 whole pizzas were served at Costco's U.S. food courts, a 31% jump from last year. (500 pizza's per store) Fat No More - Retatrutide - Eli Lilly said its next-generation obesity drug delivered what appears to be the highest weight loss seen so far in a late-stage trial and reduced knee arthritis pain, clearing the first of several upcoming studies on the weekly injection. - In a 48-week Phase 2 study, participants on the highest dose lost an average of 24% of their body weight. - Recent Phase 3 results showed patients on the highest dose lost an average of 28.7% of their body weight after 68 weeks. - The trials also showed improvements in related health conditions, including knee osteoarthritis pain, blood pressure, and liver fat - This triple action is what makes retatrutide potentially more effective for weight loss than existing medications like Zepbound (tirzepatide), which targets two receptors, or Wegovy (semaglutide), which targets only one. Paypal - PayPal Holdings Inc. applied to become a bank in the US, looking to take advantage of the Trump administration's openness to financial-technology companies entering the banking system. - The payments-focused firm submitted applications to the Federal Deposit Insurance Corp. and the Utah Department of Financial Institutions to form a Utah-chartered industrial loan company, PayPal said in a statement Monday. - If approved, PayPal Bank would help the firm bolster its small-business lending capabilities, according to the statement, which said the company has provided access to more than $30 billion in loans and capital since 2013. Ford - Management Confused - Instead of planning to make enough electric vehicles to account for 40 percent of global sales by 2030—as it pledged just four years ago—Ford says it will focus on a broader range of hybrids, extended-range electrics, and battery-electric models, which executives now say will account for 50 percent of sales by the end of the decade. - The automaker will make hybrid versions of almost every vehicle in its lineup, the company says. - All in on EVS cost them -  Ford expects to record about $19.5 billion in special items, mostly during the fourth quarter. ---- The charges are related to a restructuring of its business priorities and a pullback in its all-electric vehicle investments. Australia - Australia has implemented a groundbreaking ban preventing children under 16 from accessing major social media platforms like TikTok, Instagram, and Facebook, effective December 2025, to protect them from harm, with significant fines for companies failing to enforce it, though messaging apps and gaming platforms are currently exempt. - Reddit is suing - Facebook, Instagram, Snapchat, Threads, TikTok, X (Twitter), YouTube, Reddit, Kick, and Twitch are all banned for kids under 16. - Thoughts on this? Saved For Last - Of all the eye-popping numbers that Oracle Corp. published last week on the costs of its artificial-intelligence data center buildout, the most striking didn't appear until the day after its earnings press release and analyst call. - The more comprehensive 10-Q earnings report that appeared on Thursday detailed $248 billion of lease-payment commitments, “substantially all” related to data centers and cloud capacity arrangements, the business-software firm said. These are due to commence between now and its 2028 financial year but they're not yet included on its balance sheet. - That's almost $150 billion more than was disclosed in the footnotes of September's earnings update. Love the Show? Then how about a Donation? The Winner for iShares Bitcoin Trust ETF (IBIT) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! CTP CUP 2025 Participants: Jim Beaver Mike Kazmierczak Joe Metzger Ken Degel David Martin Dean Wormell Neil Larion Mary Lou Schwarzer Eric Harvey (2024 Winner) FED AND CRYPTO LIMERICKS See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Carl Quintanilla, Jim Cramer and David Faber led off the show with market reaction to employment data that had been delayed due to the government shutdown. Job creation in November was stronger than expected, but the unemployment rate rose last month to 4.6%— and October payrolls showed a shedding of jobs. National Economic Council Director Kevin Hassett joined the program with White House reaction to the data. He and the anchors also discussed Hassett in the running to become Fed chair, Fed rate policy and inflation, growth prospects for 2026 and the AI boom. Also in focus: Ford's $19.5 billion hit and EV pullback, Pfizer full-year guidance disappoints, the AI trade and a flashback with CoreWeave's CEO, Comcast update. Disclosure: Comcast is the parent company of NBCUniversal, which owns CNBC. Versant would become the new parent company of CNBC upon Comcast's planned spinoff of Versant. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This episode of MSD features a conversation with Rob Sinn about market psychology and key themes heading into 2026. The Trevor and Rob analyze the recent consolidation mode in precious metals, noting that gold has been consolidating below the $4,400 resistance level after a correction back in October. A major topic of speculation is the appointment of the next Federal Reserve Chairman, with the choice between Warsh and Hassett expected to significantly impact the trajectory of metals and mining markets, potentially leading to varied levels of rate cuts and market corrections. The conversation also covers investment themes like the projected loss of Federal Reserve autonomy and the quiet nature of tax-loss selling in 2025, while highlighting specific mining stocks like Ramp, Aztec, and Talon Metals that possess strong potential catalysts for the new year.

Robert Conzo, CEO of The Wealth Alliance, breaks down recent economic data, noting the slight uptick in unemployment and softer job numbers. He discusses how these figures might influence the Federal Reserve's future interest rate decisions, suggesting that more rate cuts could be on the horizon. The conversation also touches on the potential for a new Fed chair, with Hassett and Warsh as front-runners, and the political independence of the Federal Reserve. Despite some market digestion, Conzo maintains a positive outlook for the broader market.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

APAC stocks were mostly pressured at the start of a risk-packed week and following on from the tech-led declines stateside amid a rotation out of AI, while participants digested economic releases, including the BoJ Tankan and Chinese activity data.The BoJ Tankan survey showed sentiment of Large Manufacturers was at the highest in four years, which supports the case for a rate hike.Hang Seng and Shanghai Comp were subdued after the latest Chinese activity data disappointed, and house prices continued to contract, with tech and biotech leading the declines in Hong Kong.US President Trump said on Friday that he is leaning towards Kevin Warsh or Kevin Hassett to lead the Fed and that the next Fed Chair should consult with him on interest rates.European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.4% after the cash market closed with losses of 0.6% on Friday.Looking ahead, highlights include German Wholesale Price Index, EZ Industrial Production (Oct), Canadian CPI (Nov), US Advance Goods Trade Balance (Sep), and Australian PMI (Dec). Speakers include Fed's Miran, Williams, & RBA's Jones.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

EJ Antoni and John Carney come on to discuss with Kudlow about what Kevin is more likely to replace Jerome Powell, Hassett or Warsh Learn more about your ad choices. Visit megaphone.fm/adchoices

Wednesday, when the Federal Open Market Committee (FOMC) of the U.S. Federal Reserve has its December meeting, at which Chair Jerome Powell is widely expected to deliver an interest rate cut of 0.25%.~This episode is sponsored by BTCC~BTCC 10% Deposit Bonus! ➜ https://bit.ly/PBNBTCC00:00 Intro00:10 Sponsor: BTCC00:30 Crypto market cap update01:10 Trump announcement soon?02:10 Kevin Hassett hints at stimmy checks incoming03:30 Hasset 80%04:10 Bloomberg: Is Hassett the right guy as Fed Chair?05:30 BOJ hike in December?06:10 Mohamed El-Erian: Fed vs Japan08:30 April 2020 lows in?09:30 QE begins in January10:00 Mohamed El-Erian: Expect hawkish cut11:15 Recession odds11:50 Bloomberg: Not a good time for long term investing but great for traders13:45 Jamie Dimon admits to debanking15:00 Tom Lee buys more16:40 Paul Atkins: Everything will be tokenized in 2 years17:20 BlackRock files for staked ETH17:45 Solana Breakpoint week18:10 US banks meeting with Senators18:50 Outro#crypto #federalreserve #bitcoin~Fed Meeting Week vs Crypto

-- On the Show: -- Kevin Hassett predicts unrealistic economic growth and praises AI as a workplace coach while Maria Bartiromo tees up claims of booming expansion -- Layoffs rise to their highest level since 2020 as Trump administration policies collide with AI disruption and tariff-driven cost increases -- Dan Bongino admits on Fox News that he previously pushed baseless pipe bomb conspiracies while the FBI arrests Brian Cole Jr in the 2021 case -- Donald Trump appears to fall asleep during official events as questions mount about his physical condition and lack of sleep amid nightly posting frenzies -- Trump reacts angrily to widespread reporting on his mental lapses and public dozing as he refuses to release full medical records that could settle the issue -- Trump's demolition of the East Wing stalls after he fires his own architect over a ballooning ballroom plan that leaves the project over budget and directionless -- Donald Trump fumbles the National Christmas Tree lighting ceremony with multiple missteps and visible confusion as staff rush to compensate for his mistakes -- The Friday Feedback segment -- On the Bonus Show: The Supreme Court revives Texas's new redistricting map, Kash Patel refused to get off a plane until he got an FBI raid jacket, the US Institute of Peace gets renamed for Trump, and much more...

Ignacio Vacchiano, country manager en Iberia de Leverage Shares, analiza los mercados en Capital Intereconomía. El S&P 500 está ya muy cerca de los máximos del año, y para Ignacio Vacchiano, “antes de fin de año veremos nuevos máximos. Las expectativas de una bajada de tipos por parte de la Fed siguen impulsando a la bolsa”. A partir de ese punto, Vacchiano explica que el mercado no solo descuenta un recorte de tipos, sino también un posible cambio de rumbo en la propia Reserva Federal. “Scott Bessent ha dado prácticamente por hecho que es posible que el nuevo presidente de la Fed, que el 80% del mercado cree que será Kevin Hassett, sea nombrado antes de Navidad, cuatro meses antes de que expire el mandato de Powell en mayo”, señala. Ese eventual nombramiento, comenta, abriría la puerta a una política monetaria más alineada con las prioridades de la Casa Blanca. “El mercado anticipa que, si Hassett llega con ese tono más sumiso al deseo de Trump, veremos una Fed mucho más agresiva en las bajadas de tipos. Y que esa será la política predominante en 2026”, afirma.

Bond-market investors worry that the leading candidate for Fed chair is too close to US President Donald Trump, while HSBC finally picks its new chair. Plus, the EU has a last-minute plan to fund Ukraine's economic revival. Mentioned in this podcast:Bond investors warned US Treasury over picking Kevin Hassett as Fed chairHSBC appoints Brendan Nelson as chair after chaotic searchBrussels floats ‘emergency' powers to raise €210bn from Russian assetsTell us whether your spending habits have changed this holiday season. Email Marc at marc.filippino@ft.com Note: The FT does not use generative AI to voice its podcasts Today's FT News Briefing was hosted and edited by Marc Filippino, and produced by Fiona Symon, Victoria Craig and Sonja Hutson. Our show was mixed by Kelly Garry. Additional help from Michael Lello. The FT's acting co-head of audio is Topher Forhecz. The show's theme music is by Metaphor Music. Hosted on Acast. See acast.com/privacy for more information.

National Economic Council Director Kevin Hassett said he told President Donald Trump he would accept the nomination to replace Jerome Powell as Fed chair if the job was offered, adding that he would prefer a larger interest-rate cut when policymakers meet in December. He also discussed the negative impact of the recent government shutdown on GDP and the administration's strong legal standing on tariffs. Hassett appears on this week's episode of "The David Rubenstein Show: Peer to Peer Conversations." This was recorded November 12 at the Economic Club of Washington DC.See omnystudio.com/listener for privacy information.

Christopher P. Davis thinks this December rate cut and Powell's comments after could be tumultuous for markets as Powell enters his “lame duck” era. Christopher argues that Powell could begin speaking his mind more and be less hesitant in his comments on the economy. He also comments on the Fed Chair frontrunner, Hassett. As for opportunities, he says investors have overlooked energy and healthcare. He anticipates growing consumer strength and market broadening in 2026.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

On today's podcast:1) Kevin Hassett may not have the ability to deliver the rapid pace of interest rate cuts President Trump would like, even if he is approved as the next Federal Reserve Chair, said Gregory Peters, co-chief investment officer at PGIM Fixed Income. Peters made the remarks amid rising talk that Hassett, the White House National Economic Council Director, may ease monetary policy aggressively to please Trump if he is picked to run the Fed. But the PGIM fund manager suggested that — since Fed rate decisions are ultimately decided by committee — Hassett won’t have the power to deliver on his own. Peters’ remarks were in response to a Financial Times report that bond investors, including those on the borrowing advisory committee, have voiced concerns to the US Treasury about Hassett’s potential appointment as the Fed chief.2) President Trump’s aides and allies are discussing the possibility of making Treasury Secretary Scott Bessent the top White House economic adviser — in addition to his current job — should the president pick Kevin Hassett as the next chair of the Federal Reserve, according to people familiar with the matter. Tapping Bessent to lead the White House’s National Economic Council would allow him to consolidate oversight of Trump’s economic policies if Hassett — the current NEC director — becomes the next leader of the US central bank, an announcement Trump has hinted at in recent days. If Bessent is also named to the NEC, he would become the chief arbiter of the administration’s economic portfolio spanning the purview of both the Treasury Department and White House. It would also give Bessent a West Wing office, granting him even more physical proximity to the president.3) The Pentagon watchdog concluded that Defense Secretary Pete Hegseth risked endangering American troops and the US mission against Houthi rebels in Yemen when he shared attack plans on the Signal messaging app, a person familiar with the matter said. The acting Pentagon inspector general’s classified report, delivered to a Senate committee yesterday, said Hegseth violated government policies by using his personal phone and Signal to transmit the information, which was marked “Secret.” The person describing the contents of the report asked not to be identified discussing private information.See omnystudio.com/listener for privacy information.

European equities opened higher, reflecting positive APAC momentum, though European news flow has been light. Central bank updates included hawkish BoJ sources alongside concerns about Hassett as Fed Chair. The BoJ is likely to raise interest rates in December in a government-approved move, according to Reuters and Bloomberg sources.DXY is trading near the lower end of its 98.798–99.029 intraday range, pressured by JPY strengthFixed income benchmarks are lower following the hawkish BoJ reports, though the associated softening in risk sentiment has provided a modest haven bid as the morning unfolded.Looking ahead, highlights include US Challenger Layoffs (Nov), Jobless Claims (w/e 29 Nov), Revelio Public Labor Statistics, Chicago Fed Labour Market Indicators (Final), Durable Goods (Sep), Factory Orders (Sep), Atlanta Fed GDP. Speakers include BoE's Mann, ECB's Lane, Cipollone & de Guindos, Fed's Bowman. Earnings from Kroger & Dollar General.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger PictureThe [CB] is pushing their agenda across the country and world. They are now pushing their Universal Basic Income in Illinois, this will fail. US production is picking up. SEC is cracking down on ETF’s. Trump has now nominated Kevin Hassett to take over the position of Powell. This restructuring will begin soon and the alternative currency will show it. The [DS] knows they are running out of time and they are losing control over Zelensky, this is why they are now pushing a war with Russia. They do not want peace. Trump is exposing the corruption and pushing for elections to remove Zelensky. Trump has null and voided everything Biden/Obama have done over the last 4 years. It’s like everything they did doesn’t exist. The [DS] is boxed in, there is no escape. Economy https://twitter.com/MJTruthUltra/status/1996238986650464720?s=20   government, and I’m here to help,”. (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); https://twitter.com/AwakenedOutlaw/status/1996060994892955661?s=20   logs, program letters, etc. weekly or be limited to 3-months of SNAP benefits in a 3-year period. US Industrial Production Sees Biggest Annual Gain In 3 Years Despite Slowing Capacity Utilization    Industrial Production rose just 0.1% MoM (as expected) up from the downwardly revised 0.3% MoM decline in August. On a YoY basis, production rose 1.62% – its best since Nov 2022… US Manufacturing output was unchanged in September (slowing from the 0.1% MoM rise in August), but, like IP, that supported a 1.5% YoY rise in output, its highest level since April 2022… Source: zerohedge.com https://twitter.com/KobeissiLetter/status/1996217766366400884?s=20  registration of ETFs that seek to provide more than 200% (2x) leveraged exposure to underlying indices or securities,” the SEC wrote. Leverage is clearly out of control. Bessent says White House may ‘veto’ Federal Reserve presidents   Treasury Secretary Scott Bessent said Wednesday he would push a new requirement that the Federal Reserve’s regional bank presidents live in their districts for at least three years before taking office, a move that could give the White House more power over the independent agency.  Bessent said that “there is a disconnect with the framing of the Federal Reserve” and added that, “unless someone has lived in their district for three years, we’re going to veto them.” Source: msn.com https://twitter.com/KobeissiLetter/status/1995954684859941373?s=20   In a July 2025 interview, Hassett highlighted the Fed’s origins under the gold standard in 1913 to critique current practices: “When the Federal Reserve was created, we were under the Gold Standard—and the idea that the Fed could print money and then spend $2.5B on a building… I think that we’ve got a real problem of oversight and excess spending.”   This aligns with sound money ideals, where gold symbolizes disciplined, non-inflationary currency, but he stops short of calling for reinstatement.  Monetary economist Judy Shelton (author of Good as Gold) praised Hassett in July 2025 for referencing the gold standard, noting it as a reminder that “Fed has a lot to answer for” in deviating from that era’s stability.  Hassett views Bitcoin as “digital gold” for its scarcity and hedge qualities—echoing sound money without physical backing. Political/Rights https://twitter.com/amuse/status/1996252623209373754?s=20  created sweeping exemptions covering Afghans who worked for the Taliban during the first regime (1996-2001) and again after August 2021, enabling hundreds of individuals normally barred under terrorism laws to enter the U.S. TRIG waivers skyrocketed to 6,848 in FY 2024, the vast majority for refugees, including 374 Taliban civil servants and more than 3,000 individuals who provided “limited” support to Tier 1 or 2 terror groups. Now, after the ambush killing of a West Virginia National Guard soldier by Afghan national Rahmanullah Lakanwal, critics say Biden knowingly imported massive security risks into American neighborhoods. OUTRAGE: Minneapolis Police Chief Urges Somali Community to Dial 911 on Masked ICE Agents — Promises Cops Will “Intervene” Against Federal Arrests Minneapolis Police Chief Brian O'Hara speaks at a press conference alongside city officials as he urges Somali residents to call 911 on masked individuals Police leadership in Minneapolis is urging the city's Somali community, and other immigrant residents, to call 911 if they spot masked individuals detaining people in their neighborhoods. He urged community members to call 911 if they were unsure whether those enforcing arrests were legitimate law enforcement — and pledged MPD would investigate and log every such call. He did not stop at documentation, however. “If there is anything that is … a violation of someone's human rights or civil rights, excessive force or anything like that, they absolutely have a duty to intervene as police officers,” O'Hara declared. https://twitter.com/libsoftiktok/status/1995956308902879320?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1995956308902879320%7Ctwgr%5E19002c76c52297fc2dd58664d00870448c39f149%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2025%2F12%2Foutrage-minneapolis-police-chief-urges-somali-community-dial%2F Source: thegatewaypundit.com UNREAL: Mayor Jacob Frey Declares He Won't Cooperate With ICE… and Suddenly Starts Speaking Somali to His Audience Mid-Speech Minneapolis far-left Mayor Jacob Frey abruptly shifted a public address into Somali, all while promising that city police will refuse to cooperate with federal immigration enforcement. At a press conference held on Tuesday, Frey stood alongside St. Paul Mayor Melvin Carter, Ward 6 Council Member Jamal Osman, Police Chief Brian O'Hara, and other city leaders, reacting to reports that the federal government is preparing a targeted immigration enforcement operation in Minnesota's Twin Cities. This is not the first time the far-left mayor has drawn backlash from conservatives for switching into Somali during public remarks. Source: thegatewaypundit.com https://twitter.com/DHSgov/status/1995991450530553880?s=20 https://twitter.com/RapidResponse47/status/1995920756203516224?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1995920756203516224%7Ctwgr%5E7752673c29b3a4de82187485d2de8512019722ba%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fredstate.com%2Frusty-weiss%2F2025%2F12%2F02%2Ftim-walz-gets-skewered-by-kristi-noem-over-visa-fraud-warns-minnesota-is-about-to-feel-the-wrath-of-ice-n2196746 https://twitter.com/townhallcom/status/1995918101200703814?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1995918101200703814%7Ctwgr%5E6e01980749bee6d0aabd2036c6c2b51da5cb194a%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fredstate.com%2Fkatie-jerkovich%2F2025%2F12%2F02%2Fpam-bondi-proves-trumps-flipped-script-on-crime-in-us-n2196748 https://twitter.com/DiligentDenizen/status/1996268038895907125?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1996268038895907125%7Ctwgr%5Efc686f6c13365f75910a196f3fa3620a5f168083%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2025%2F12%2Fbreaking-house-oversight-committee-dems-release-never-before%2F https://twitter.com/JoeLang51440671/status/1996022839250461041?s=20 DOGE Geopolitical https://twitter.com/disclosetv/status/1996173544884154529?s=20  https://twitter.com/CynicalPublius/status/1996233719469035734?s=20 https://twitter.com/JimFergusonUK/status/1996175636352700892?s=20  , and even Hezbollah have a presence in South America — and their anchor presence is inside Venezuela.” Let that sink in. 8 million Venezuelans displaced Spillover into Colombia, Brazil, the U.S. Cartels, trafficking networks, and Iranian intelligence embedded in the region Rubio isn't speaking hypothetically — he's confirming what U.S. intel has known for years: Venezuela is no longer just a failed socialist state. It's a forward operating base for Iran and Hezbollah in the Western Hemisphere. This is why the situation is escalating. This is why Trump's ultimatum matters. This is why Maduro's regime cannot be ignored or “managed.” The threat isn't local — it's global. War/Peace https://twitter.com/sentdefender/status/1995724042285056018?s=20  that was left in unsecured parking lot in an industrial area near Burg in Saxony-Anhalt, according to the German Ministry of Defense. https://twitter.com/EricLDaugh/status/1996226688363979160?s=20   the beginning of the war for fossil fuels. Now we’re down to €1.5 billion per month…we aim to bring it down to ZERO.” “This is a good day for Europe and for our independence from Russian fossil fuels — this is how we make Europe resilient.”    “The European Union agreed on Wednesday to phase out Russian gas imports by late 2027 as part of an effort to end the bloc’s decade-long dependency on Russian energy.” – Reuters https://twitter.com/MyLordBebo/status/1996207752134488284?s=20 https://twitter.com/MarioNawfal/status/1996197728167043438?s=20   text does not address our concerns.” Meaning: No legal cover, no political suicide. The plan was simple on paper – use immobilized Russian funds as collateral for loans to keep Ukraine afloat. But Belgium is the custodian of the largest chunk of those assets. If something goes wrong, they're the ones holding the radioactive bag. This isn't some bureaucratic squabble. It's the EU's financing strategy cracking in real time. Prévot's pushback signals the core fear: If Europe touches Russian state money without watertight legal armor, Moscow retaliates – economically, diplomatically, and possibly through countersanctions on European firms. And here's the thing: the Commission thought it had majority backing. Belgium saying “nope” on the morning of rollout is a political body-slam. Happening next? The EU will scramble to rewrite the legal plumbing. Germany and France will pressure Belgium quietly – nobody wants to admit the plan is wobbling. Russia will weaponize the hesitation as proof the West can't agree on how to bankroll Ukraine. And Kyiv? Still waiting for the money that was supposed to be “already there.” Another example of Europe discovering that seizing assets is easy. Using them? That's where the real war begins.    Ursula von der Leyen did not state that she received “permission” from the US to seize Russian assets. In a recent appearance at the GLOBSEC forum, she said that she informed the incoming Trump administration (specifically mentioning a conversation with Treasury Secretary nominee Scott Bessent) about the EU’s proposal to use frozen Russian assets as collateral for a “reparations loan” to Ukraine, and that “it was positively received.” https://twitter.com/briefing_block_/status/1996241939931201801?s=20 https://twitter.com/Dubinsky_pro/status/1996242036417028176?s=20  regime. Now the system is falling apart. Yermak is out. The crackdown is collapsing. Ukraine must release all political prisoners. I call on everyone involved in peace talks to demand this from Zelensky. These people committed no crimes. They were jailed for their faith, political views and demanding peace. Zelensky built a dictatorship – and filled prisons with dissent. I know what I'm talking about: I spent 24 months behind bars under this system. https://twitter.com/MarioNawfal/status/1996231792752287822?s=20  to Brussels to meet Zelensky, the team returned to Washington. No official reason was given, but the message is clear: there's no deal, yet. Putin's warning didn't help. He said Russia is “ready” for war in Europe and claimed any future conflict would be so fierce that “nobody will be left to negotiate with.” This setback casts doubt on whether a negotiated end to the war is possible anytime soon. It also suggests Kyiv isn't ready to engage on Moscow's terms. What's next: Watch for how Ukraine positions itself diplomatically in the coming weeks, and whether Trump's team will try again with a revised proposal. https://twitter.com/MJTruthUltra/status/1996059724173754525?s=20   situation may quickly arise where there is no one left for us to negotiate with” https://twitter.com/Panchenko_X/status/1996192741508645286?s=20  been given the black mark and is seen globally as corrupt. Many Ukrainian politicians are already quietly fleeing to Moscow in an attempt to negotiate. They hope that the Russians and Americans will come and shower everyone with money for the elections. It won’t happen that way. According to my information, the US and Russia are already discussing possible candidates for the position of President. I cannot make the names public. https://twitter.com/TimOnPoint/status/1995949121929138184?s=20   targets is the rule, not the exception. The physical status of possible survivors is not part of the consideration with stand-off weapons. This has been the norm under both Republican and Democrat administrations since the first Hellfire was mounted on a Predator years ago. Anyone who tells you otherwise, is lying or ignorant. The method is ugly, no doubt about it, but there's nothing new here except politics. https://twitter.com/WarClandestine/status/1996006625333727410?s=20 Medical/False Flags https://twitter.com/JoeLang51440671/status/1996048243516456967?s=20 Man in TSA Sues Feds for Not Allowing Him to “Pat Down” Women   A man who says he is a woman is suing the federal government over restrictions in his job at the Transportation Security Administration that do not allow him to “pat down” female travelers. That restriction followed an executive order from President Donald Trump against recognizing transgenderism claims in the federal government. The claim being made by Mittereder is that the policy violates federal civil rights law. According to the report on the recently filed lawsuit, Mittereder began working at the TSA in 2024 and now is stationed at Dulles International Airport in Virginia. He claims because he is not allowed to pat down women, his job prospects are being hurt. Source:  thelibertydaily.com  [DS] Agenda https://twitter.com/TheLastRefuge2/status/1996069477197451483?s=20   questioning people (McCord, Wolfe, Jones, Warner and various staff), not merely discussing them. Rather than talk about what XXX is doing, or what motivates XXX, they would simply be going to XXX asking questions (on/off camera) and then reporting on what XXX responds with. Instead, what we are getting is a screenplay, that the ‘journalists’ (battle for influence) sell through various platforms. From here on out when I see it, I will draw attention to it. After a few examples it will become obvious. https://twitter.com/LauraLoomer/status/1996183770790048092?s=20  1, 2025, Maxine's California residence remains in default with a redemption amount still due totaling $21,302.95, despite her recent payment of $19,033.94 on August 13, 2025. Maxine also is incurring a monthly penalty of $301.45. Maxine is not competent to serve as the ranking member on the House Financial Services Committee when she cannot even keep her own house in order. https://twitter.com/SBA_Kelly/status/1995846331202457607?s=20   executives implicated in these schemes. Despite Governor Walz's best efforts to obstruct, SBA continues to work to expose abuse and hold perpetrators accountable, full stop. https://twitter.com/GOPoversight/status/1996237594514915451?s=20 https://twitter.com/TonySeruga/status/1996226960393957435?s=20 https://twitter.com/IlhanMN/status/1995957774510162165?s=20 https://twitter.com/almostjingo/status/1996051371251155359?s=20 https://twitter.com/elonmusk/status/1996222235783401610?s=20 So all of these people were installed. https://twitter.com/amuse/status/1996195848087384084?s=20 https://twitter.com/disclosetv/status/1995934359569007036?s=20 President Trump's Plan https://twitter.com/StateDept/status/1996218048458490302?s=20   imminent threat to the world and to the broader West, but especially the United States who they identify as the chief source of evil on the planet.” https://twitter.com/elonmusk/status/1996213829802307948?s=20  that received benefits more than twice – multiple people received benefits in 6 states – In February, for the first time ever, the Federal Government asked for alls rates to turn over their data to root out the fraud. —— 29 Red states said yes —— 21 Blue states said no “So as of next week, we have begun and will begin to stop moving federal funds into those states until they comply. California, Colorado, Connecticut, Delaware, Hawaii, Illinois, Maine, Maryland, Massachusetts, Michigan, Minnesota, Nevada, New Jersey, New Mexico, New York, Oregon, Pennsylvania, Rhode Island, Vermont, Virginia, Washington https://twitter.com/MediasLies/status/1996279507079008317?s=20   states already share the data with zero privacy disasters. – USDA's own audits show $10–15 billion a year in improper payments and fraud. – The “court order” she keeps citing is a preliminary injunction, not a final ruling. Refusing basic federal oversight of a fully federally funded program isn't about privacy. It's about protecting bloated rolls and hiding waste. BREAKING: In Stunning Development, President Trump Issues Full and Unconditional Pardon to Texas Democrat Rep. Henry Cuellar  Biden's DOJ charged Cuellar, a nine-term Democrat Texas lawmaker who represents an area along the US-Mexico border, after he lashed out at both Joe Biden and Kamala Harris for allowing illegal aliens to pour over the border.    the TRUTH. It is unAmerican and, as I previously stated, the Radical Left Democrats are a complete and total threat to Democracy! They will attack, rob, lie, cheat, destroy, and decimate anyone who dares to oppose their Far Left Agenda, an Agenda that, if left unchecked, will obliterate our magnificent Country. Because of these facts, and others, I am hereby announcing my full and unconditional PARDON of beloved Texas Congressman Henry Cuellar, and Imelda. Henry, I don't know you, but you can sleep well tonight — Your nightmare is finally over! Source: thegatewaypundit.com https://twitter.com/MarioNawfal/status/1996053923820351745?s=20  despite recent disagreements: Senator Paul: “I know we have been at odds recently but in ur first term you signed an executive order to legalize Association Health Plans (that allow individuals to buy collectively health insurance via Costco, Amazon, or Sam’s Club). This collaboration brought us together and still holds the promise of lowering insurance premiums.” Paul noted the plan failed because Democrat AGs fought it in court, but it could now pass through Congress. Here’s why this matters: the current system forces individuals to buy insurance alone, giving them zero bargaining power against massive insurance companies. Association Health Plans let people band together through retailers or organizations to negotiate as a group, the same way large corporations do for their employees. More buyers in a pool means more leverage. More leverage means lower premiums. It costs nothing to implement and simply changes labor law. Competition works. Let Americans shop for insurance the same way they shop for everything else. https://twitter.com/EliseStefanik/status/1995856738994565416?s=20  Raskin against Trump Republicans to block this provision to protect the deep state. This is an easy one. This bill is DOA unless this provision gets added in as it was passed out of committee https://twitter.com/FBIDDBongino/status/1996205447917781326?s=20 -The Director and I made a long series of important personnel changes. The new leadership team has produced dramatic results which we will produce for you, in detail, as the year wraps up. They will include a historic drop in the homicide rate, along with record disruptions, arrests and drug interdictions. Many of these personnel changes have upset a group of Comey-Wray era disgruntled former agents who prefer the old ways of operating. We are not going back -We have been working on an AI project to assist our investigators and analysts in the national security space. I received an update yesterday and I am happy to report that the product looks promising. More coming on this. – We are in the end stages of a redesign of the FBI crisis management process. The redesign is intended to make information more accessible and transparent in a crisis to enable quick and effective decision making. The project should be complete by the end of the calendar year. -We saved the taxpayers billions of dollars by scrapping the plan for an expensive new FBI headquarters building. We will be moving to the existing Reagan building after decades of fruitless haggling as the current FBI headquarters building crumbles. -We relocated over a thousand headquarters based personnel out of the Washington DC area and into the field to focus on violent crime, crimes against children, and terrorism. Those agents are now working on the mission in those regional offices. -In recognition of the growing threat, and in conjunction with the President's Executive Order, we designed, launched and completed the FBI's first-ever counter-drone school last month. Special thanks to Sebastian Gorka and DDCOS Regan for their help on the project. -The work force apprehended 4 of the FBI's 10 most wanted fugitives, and we are hunting down the rest. -We produced unprecedented disclosures, and took action on documents related to January 6, Crossfire Hurricane, Arctic Frost, and more. -The new leadership team, and the work force, made a series of ANTIFA related arrests in multiple states and assisted in record numbers of deportations and apprehensions. -Some of the culture changes we implemented include eliminating DEI, reforming the physical fitness test, making promotions contingent on real world results, severing ties with the SPLC and ADL, and implementing a new training curriculum to reflect current mission requirements. We dedicated significant personnel and financial assets to streamlining FOIA reform to ensure responsiveness. -We shut down multiple open air drug markets nationwide and, in conjunction with the White House, had 12 fentanyl precursors from China listed. -We created CIO and CTO positions to work with the CFO to find efficiencies and implement new technologies to assist in our mission. We conduct bi-weekly meetings and we have found and eliminated tens of millions of dollars in duplicative contracts, unnecessary real estate, and outdated technology. These are real savings to the taxpayer and each budget dollar allocated is intensely scrutinized for value. -We vastly expanded the overseas biometrics program to stop bad actors before they board a plane or vessel to the US. This gives us the ability to expand the border outwards and prevent the problems from coming here. -We are in the end stages of a reform project on our intelligence analysis positions to make them more responsive to current mission needs. We have been working with the field on this and we're happy with the progress. -We implemented a technology working group to ensure our technology tools evolve with the mission. Thank you, and God bless America and all those who defend Her.  https://twitter.com/WhiteHouse/status/1995992366553981026?s=20 (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");

On today's podcast:1) The Kremlin said Vladimir Putin held “very useful” talks with US envoys Steve Witkoff and Jared Kushner though the sides failed to reach agreement on a plan to end Russia’s war in Ukraine. The negotiations lasting almost five hours were “constructive and very informative,” though “a compromise hasn’t been reached yet” on the critical issue of territorial control, Kremlin foreign policy aide Yuri Ushakov told reporters in Moscow. A possible meeting between Putin and President Trump “will depend on what progress is being made,” Ushakov added.2) Republicans averted an upset in a Tennessee-based US House race Tuesday, a relief to President Trump and his congressional allies. Matt Van Epps, the Trump-backed Republican candidate, was projected to win by the AP, NBC News and Decision Desk HQ, an election analysis website. Trump praised the GOP victory in a social media post and Van Epps declared victory. Yet even in victory, voters in a district Trump won overwhelmingly just over a year ago swung away from Republicans, the latest data point in a trend that is raising alarm about the GOP’s prospects in next year’s midterm elections, as Van Epps’ victory came about only after Republicans surged resources and expended political capital in a strident GOP district that would typically be considered safe.3) President Trump said he plans to announce his selection to lead the Federal Reserve in early 2026 and teased National Economic Council Director Kevin Hassett as his possible choice on Tuesday, fueling further speculation about the next leader of the US central bank. Hassett is seen as the likely choice to succeed Powell, people familiar with the matter told Bloomberg News last week, and Trump nodded to that position at a separate event shortly after the Cabinet meeting on Tuesday. Trump’s comments offer a clearer timeline for the announcement. Treasury Secretary Scott Bessent, who has been overseeing the selection process, previously said the pick could be revealed around Christmas.See omnystudio.com/listener for privacy information.

European bourses are broadly firmer, alongside modest strength across US equity futures; Marvell (+10%) benefits following its upbeat outlook for data-centre growth.DXY is softer and towards the round 99.00 mark as Trump referred to Hassett as the "potential" next Fed Chair, GBP top G10 performer, whilst CHF was briefly pressured post-CPI.Fixed benchmarks firmer but off highs as crude climbs. US yields steeper on Trump's Fed commentary.Crude grinds higher as traders digest the lack of progress from the Putin-Witkoff meeting; XAU trades rangebound; Copper extends to new ATHs.Looking ahead, US Services/Composite PMI Final (Nov), US ISM Services PMI (Nov), ADP National Employment (Nov), Import Prices (Sep), Industrial Production (Sep), NBP Policy Announcement, Speakers including BoE's Mann, ECB's Lagarde, Earnings from Salesforce, Snowflake, Dollar Tree.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

USD hit and US yield curve steeper as Trump referred to Hassett as the "potential" next Fed ChairAPAC stocks mixed, only partially sustaining the Wall St. handover, where the NQ outperformedEUR and GBP both edged higher, AUD shrugged off disappointing Q3 GDPCrude contained, Kremlin said talks with the US were constructive but are no closer to resolving the situationLooking ahead, highlights include EZ/UK/US Services/Composite PMI Final (Nov), Swiss CPI (Nov), US ISM Services PMI (Nov), ADP National Employment (Nov), Import Prices (Sep), Industrial Production (Sep), NBP Policy Announcement, Speakers including BoE's Mann, ECB's Lagarde & Lane, Supply from UK, Earnings from Salesforce, Snowflake, Dollar Tree, Macy's & Inditex.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US-Präsident Donald Trump bringt seinen Favoriten für die Fed-Spitze in Stellung. Außerdem: Die Dax-Dividenden sinken erstmals seit der Corona-Pandemie.

Futures turned to the downside ahead of Monday's trading session after a rally bolstered markets throughout Thanksgiving week. Alex Coffey talks about the market strength happening both above and under the surface. As for macro movers, Kevin Hassett is being seen as President Trump's favorable pick for Fed chair once Jerome Powell's term ends. Alex also touches on stock moves in Synopsys (SNPS) after Nvidia (NVDA) said it will invest $2 billion into the company. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

-- On the Show: -- A leaked call shows Steve Witkoff coaching Russian officials on flattering Donald Trump to extract concessions for Vladimir Putin -- Donald Trump publicly misreads manipulation by Russia, mishandles policy questions, and doubles down on weak answers about trade, healthcare, and prosecutions -- FBI Director Kash Patel faces removal after reports of misuse of government resources, internal backlash, and plans to replace him with Co-Deputy Director Andrew Bailey -- New polling shows Donald Trump underwater in states he carried in 2024 with sharp drops among independents despite strong Republican base support -- Turning Point USA signals early support for JD Vance in 2028 as allies argue the movement needs a post-Trump successor -- Donald Trump keeps a reduced schedule, starts late, hides medical details, and shows visible fatigue -- Donald Trump delivers false claims, verbal stumbles, and erratic remarks in public appearances during a Thanksgiving event -- Kevin Hassett defends cheaper Thanksgiving pricing even though food prices are higher and Walmart replaced items in its meal with fewer, generic products -- Fox News reframes missed Trump's $2 gas promises as subjective while prices hover above three dollars -- Fox News host Laura Ingraham warns of looming midterm losses as historical data ties low presidential approval to major seat losses -- On the Bonus Show: A congressional race in Tennessee is neck-and-neck, national parks will raise fees for international tourists, a Campbell Soup executive called its products food for "poor people," and much more...

Today - a look at another day of powerful rotation moves across themes in the equity market and even within AI, why we shouldn't care that much about who replaces Powell at the Fed, the UK budget countdown today and the likely fallout, more across FX and macro and more. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links discussed on the podcast and our Chart of the Day can be found on the John J. Hardy substack (within one to three hours from the time of the podcast release). Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro and outro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.  

It is our honor to welcome back Governor Mike Dunleavy of Alaska. We last hosted the Governor on COBT in May of 2023 (episode linked here), and there has been much to cover since our last visit. Governor Dunleavy is Alaska's 12th Governor and was first elected in 2018 (and again in 2022). He moved to Alaska in 1983 and served as a teacher, principal, and superintendent in Arctic communities before his 5-year term as a State Senator from 2013 to 2018. Throughout his career, Governor Dunleavy has been committed to opening Alaska to new business and investment. We were thrilled to host the Governor to explore the latest energy developments in Alaska, what's top of mind for the state, and more. In our conversation, we explore Alaska as an “energy laboratory” given the state's unique mix of energy production, policy, federal lands, abundance of water, technology, and geopolitics. We discuss the impact of shifting federal administrations on Alaska, the scale and federal ownership of its land, and the statehood mandate to develop its resources to fund government operations. We examine the need for legislative reform to address the problems of both “lawfare” and permitting, the growing opportunity around rare earths and critical minerals in Alaska, the benefits of the federal government as an equity partner, mining as a national security issue, post-COVID workforce shifts, and the renewed importance of trade work and skilled labor. Gov. Dunleavy shares his perspective on affordability and energy prices in Alaska, current issues around the need for more gas supply and potential LNG imports, and the Alaska Natural Gas Pipeline (AGLNG Glenfarne Project). He outlines his vision for Alaska's future as a premier location for AI data centers and its ambition to be the data transportation capital of the world. We touch on Alaska's desire to “create the future” rather than simply react to it, the role and gatekeeping power of the Army Corps of Engineers in 404 water permits, and Alaska's strategic position as “America's fort” in the Arctic. We also discuss the Alaska Sustainable Energy Conference, with its fifth iteration taking place in May 2026, which Veriten is excited to attend. We greatly enjoyed hosting Governor Dunleavy and look forward to staying in touch. To start the show, Mike Bradley highlighted that markets continue to be volatile from week to week. On the bond market front, the 10-year bond yield has traded down to under 4% on optimism that Kevin Hassett looks to be the frontrunner for Chairman of the Federal Reserve. Hassett is considered more dovish and so markets are responding positively, at least initially, for the potential of additional interest rate cuts in 2026. On the broader equity market front, the DJIA was also up 500-600 points on optimism that more interest rate cuts are coming in 2026 despite US economic readings being a bit mixed. On the oil market front, WTI price is now trading under $58/bbl due to continued concerns of a global oil oversupply situation in 2026 (anywhere from 2- 4mmbpd) and potentially into 2027. JPM jumped further onto the bearish oil bandwagon this week, indicating that oil prices in 2027 could trade under $40/bbl. He closed by noting that some initial momentum for a Russia/Ukraine peace plan has also weighed on oil prices this week. Thanks again to Governor Dunleavy for sharing his time and for a fantastic discussion. Please stay tuned for a Special Edition COBT episode publishing on Thanksgiving Day! Our best to you all.

Listen for the latest from Bloomberg NewsSee omnystudio.com/listener for privacy information.

TRENDSPIDER giveaway is ONLY on Twitter (or X) . I won't enter any other comments in to the contest. 1. Follow2. Comment Apple's closing price on Friday 3. Retweet or share ⁠https://x.com/DailyStockPick3/status/1993310118998417769?s=20⁠BLACK FRIDAY SALES END SOON: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TRENDSPIDER - Up to 68% off and 52 trainings for the next year. HUGE SALE saving you over $1,000. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SEEKING ALPHA BUNDLE - Save over $200⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Seeking Alpha Premium - FREE 7 day trial ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alpha Picks - Save $100 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Seeking Alpha Pro - for the Pros ⁠⁠⁠⁠⁠EPISODE SUMMARY

De VS, China, Europa... Overal glijden de verkopen van Tesla nog steeds weg. En excuses hebben ze niet meer. Musk is met zijn bonuspakket voorlopig wel weer even binnengehengeld, en aan de populariteit van elektrische auto's ligt het ook niet. Die markt groeit juist weer als kool. Hoe lang kan Tesla dit volhouden? Dat zoeken we in deze aflevering uit. Verder hebben we het over de grootspraak van Donald Trump. Dat hij daar niet vies van is zal geen nieuws zijn, maar hij blijkt wel heel erg te overdrijven. Volgens Trump heeft hij het voor elkaar gekregen dat er opgeteld zo'n 21 biljoen dollar aan investeringen aan de Verenigde Staten zijn beloofd. Maar in werkelijkheid ligt dat bedrag een héél stuk lager. Je hoort ook wie de favoriet is voor het stoeltje van Jerome Powell. Het Witte Huis zou zijn opvolger nog voor de kerst gekozen willen hebben. En we vertellen je waarom steeds meer beleggers tegenwoordig hun computer laten voor wat het is, en weer via de telefoon handelen.See omnystudio.com/listener for privacy information.

Wall Street extended its rebound overnight as investors looked ahead to the Thanksgiving holiday and grew more confident in a December rate cut. US Treasury yields eased, with the 10-year slipping below 4% as Hassett emerged as the frontrunner for the Fed’s top job. In stocks, Nvidia fell as its rivalry with Google intensified, while Abercrombie's stock surged despite a general retail pullback. In commodities, oil declined as ongoing Ukraine–Russia talks raised expectations of improved supply. Back home, Aussie shares are expected to extend gains on Wednesday, with key inflation data and New Zealand’s rate decision in focus. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

-- On the Show: -- Laura Field, a writer and political theorist who is an expert on American far-right populist intellectualism, joins us to discuss her new book, "Furious Minds: The Making of the MAGA New Right" -- Representatives Thomas Massie, Ro Khanna, and Marjorie Taylor Greene hold a press conference with Jeffrey Epstein's victims to push for the "Epstein Files Transparency Act" requiring the full release of the files -- Reports from Bloomberg and a hidden camera recording suggest the FBI and Department of Justice are redacting or scrubbing Donald Trump's name from the Epstein files -- Donald Trump admits to shouting at people, claiming they were "stupid" for trying to renegotiate a trade deal, and refuses to rule out sending troops into Venezuela -- Donald Trump delivers a disaster speech, claiming he does not need a rewritten speech because he is "not Biden" and makes several other questionable comments -- Following Donald Trump's online attacks labeling her a "traitor," Congresswoman Marjorie Taylor Greene receives death threats from members of the MAGA movement -- Donald Trump calls a female reporter from Bloomberg a demeaning "piggy" on Air Force One in an attempt to silence her when she asks legitimate questions about the Epstein files -- Kevin Hassett attempts to defend Donald Trump's contradictory tariff policies by arguing tariffs caused no problem but that cutting them helps lower prices -- On the Bonus Show: MTG gets called out for her double standard on Trump's bullying, Trump and his FCC target late-night host Seth Meyers, Ted Cruz is weighing a presidential bid, and much more...

-- On the Show: -- Former Vice President Kamala Harris joins us in person to discuss her new book "107 Days" about her 2024 presidential campaign -- Donald Trump is in visible panic as newly released Jeffrey Epstein emails describe him knowing about the girls and send White House staff into chaos -- Donald Trump lashes out at reporters while denying interest in the Epstein files despite posting about them repeatedly -- Donald Trump abruptly calls for releasing the Epstein files after recognizing he can no longer oppose them and tries to frame the shift as transparency -- The White House scrambles after seven Trump pardons show identical signatures despite years of him mocking Joe Biden for using an autopen -- Donald Trump withdraws support for Marjorie Taylor Greene and attacks multiple Republicans as the MAGA coalition fractures -- Donald Trump openly outlines a plan to restrict voting and end early and mail voting to ensure Democrats never regain power -- Donald Trump says he had an MRI but does not know what part of his body was analyzed or why it was done -- Donald Trump claps in a bizarre asymmetrical manner at a White House event, which neurologists say can indicate a number of different health issues -- When pressed by journalist Jonathan Karl about food prices and Thanksgiving costs, NEC Director Kevin Hassett gives misleading explanations about price trends, tariffs, and supply -- On the Bonus Show: Behind the scenes of the Kamala Harris interview, and much more...

MRKT Matrix - Monday, November 17th Dow drops 550 points, dragged down by Nvidia, tech shares (CNBC) Fed Governor Waller backs December rate cut as support for weakening labor market (CNBC) AI could be causing ‘quiet time' in labor market, top Trump economic aide Hassett says (CNBC) ‘I'm nervous': Klarna founder challenges trillion-dollar spending on AI (FT) Google to Invest $40 Billion in New Data Centers in Texas (Bloomberg) Now Tech Moguls Want to Build Data Centers in Outer Space (WSJ) Jeff Bezos Creates A.I. Start-Up Where He Will Be Co-Chief Executive (NYT) Apple intensifies succession planning for CEO Tim Cook (FT) --- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://riskreversalmedia.beehiiv.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

White House economic adviser Kevin Hassett weighed in on the growing cost of groceries. Sunday on ABC's 'this week', Hassett suggested prices for food staples like bananas, beef, coffee, and tomatoes will come down after the Trump administration's latest exemptions are implemented.A lead Border Patrol commander announced dozens of arrests of criminal illegal aliens detained in North Carolina's largest city on Sunday. The Department of Homeland Security said on Saturday it was launching “Operation Charlotte's Web,” sending a surge of law enforcement resources to Charlotte in the latest episode in the Trump administration's increased immigration enforcement in major U.S. cities.

The Honorable Kevin A. Hassett, PhD, Director, National Economic Council spoke with David M. Rubenstein, Chairman of The Economic Club of Washington, D.C.Their conversation, among other things, touched upon the economic issues shaping our future, from the Federal Reserve to inflation to tariffs and the transformative impact of aritificial intelligence.

Today, Allison reveals the $130M donor to pay the military is connected to Jeffrey Epstein's sex trafficking ring, Jack Smith calls Jim Jordan's bluff to testify but he wants to do it publicly, and Judge Ellis has ordered testimony from Gregory Bovino.See the video on Youtube on the Meidas Touch channel at 3:30 PacificLinks from the Week Ending 10/26/2025Monday October 206 universities reject White House funding deal with attached demands. Multiple other schools have yet to respond | CNNAfter Racist Texts, New York G.O.P. Disbands Young Republican Group | NYTTrump commutes sentence of former US Rep. George Santos | AP NewsPrince Andrew gives up his title as Duke of York | BBCEx-ICE director says Trump's immigration crackdown putting agents in "terrible position" | CBS NewsPutin demanded Ukraine surrender key territory in call with Trump | NYTU.S. Is Repatriating Survivors of Its Strike on Suspected Drug Vessel | The New York TimesHead of the U.S. Military's Southern Command Is Stepping Down, Officials Say | NYTRubio promised to betray U.S. informants to get Trump's El Salvador prison deal | The Washington PostHouse releases new Epstein investigation documents, Alex Acosta interview | The Washington PostStreaming Oral Arguments - Portland Pioneer Courtroom 9:00 AM Monday 10/20 - Shilling v. TrumpTuesday US government shutdown likely to end this week, White House adviser Hassett says | ReutersWhite House begins demolishing East Wing facade to build Trump's ballroom | The Washington PostAppeals court backs Trump's National Guard deployment in Portland | POLITICOJudge permits questioning of top Border Patrol boss in lawsuit over treatment of protesters in Chicago | Chicago Sun TimesSupreme Court will review gun law that was used to convict Hunter Biden | POLITICOWednesday Via Electronic Mail October 21, 2025 The Honorable Charles E. Grassley Committee on Judiciary United States Senate Washington | Letter TextPardoned Jan. 6 rioter arrested over threat to kill Rep. Hakeem Jeffries | The Washington PostTrump's nominee to lead a watchdog agency hits trouble over MLK and 'Nazi streak' text messages | The Washington PostTrump Said to Demand Justice Dept. Pay Him $230 Million for Past Cases | The New York TimesTreasury Tells Employees Not to Share Photos of White House Ballroom Construction | WSJICE's ‘Athletically Allergic' Recruits | The AtlanticBooks about race and gender to be returned to school libraries on some military bases | NPRThursday Federal agents descend on Chinatown in apparent raid | GothamistAG James launches portal to collect photos, videos of ICE activity in NY | CBS6 | WRGBMan shot by federal agent charged with assault after alleged ramming during ICE stop in LA | ABC NewsIllinois, Chicago urge Supreme Court to uphold block on National Guard deployment |ABC NewsCalifornia to set aside $80m and deploy national guard to assist food banks amid shutdown | The GuardianSen. Jeff Merkley warns 'tyranny has arrived' in marathon floor speech protesting Trump | NBC NewsCONGRESS JOB APPROVAL POLL (PDF) | QuinnipiacFriday White House East Wing demolished as Trump moves forward with ballroom construction | AP NewsEric Adams Endorses Andrew Cuomo for Mayor | NYTDC man who played Darth Vader theme at national guard troops sues over arrest | Washington DC | The Guardian2 top House Democrats ask for records on Trump's request for $230 million from DOJ | CBS NewsVirginia Democrats Plan to Redraw House Maps in Redistricting Push | NYT Our Donation LinksNational Security Counselors - DonateMSW Media, Blue Wave California Victory Fund | ActBlueWhistleblowerAid.org/beansFederal workers - feel free to email AG at fedoath@pm.me and let me know what you're going to do, or just vent. I'm always here to listen. Find Upcoming Actions 50501 Movement, No Kings.org, Indivisible.orgDr. Allison Gill - Substack, BlueSky , TikTok, IG, TwitterDana Goldberg - BlueSky, Twitter, IG, facebook, danagoldberg.comCheck out more from MSW Media - Shows - MSW Media, Cleanup On Aisle 45 pod, The Breakdown | SubstackShare your Good News or Good TroubleMSW Good News and Good TroubleHave some good news; a confession; or a correction to share?Good News & Confessions - The Daily Beanshttps://www.dailybeanspod.com/confessional/ Listener Survey:http://survey.podtrac.com/start-survey.aspx?pubid=BffJOlI7qQcF&ver=shortFollow the Podcast on Apple:The Daily Beans on Apple PodcastsWant to support the show and get it ad-free and early?The Daily Beans | SupercastThe Daily Beans & Mueller, She Wrote | PatreonThe Daily Beans | Apple Podcasts Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tuesday, October 21st, 2025Today, a three judge panel on the 9th Circuit Court of Appeals rules that Trump can deploy the National Guard to Portland; Trump has begun demolishing the East Wing of the White House; Judge Ellis in Chicago permits the deposition of Border Patrol Czar Gregory Bovino; the Supreme Court will review a gun law prohibiting drug addicts from access to firearms; Jim Comey has filed his motions to dismiss based on vindictive and selective prosecution and the illegitimate appointment of Lindsay Halligan; a White House official said he thinks the government shutdown will end this week; Lindsay Halligan sent personal Signal chat messages to Anna Bower; and Allison and Dana deliver your Good News.Thank You, Naked WinesTo get 6 bottles of wine for $39.99, head to nakedwines.com/DAILYBEANS and use code DAILYBEANS for both the code and password. Trump's ICE Caught DELETING EVIDENCE in BOMBSHELL COURT DOCS?! | Meidas | Allison Gill“Anna, Lindsey Halligan Here.” | LawfareStoriesUS government shutdown likely to end this week, White House adviser Hassett says | ReutersWhite House begins demolishing East Wing facade to build Trump's ballroom | The Washington PostAppeals court backs Trump's National Guard deployment in Portland | POLITICOJudge permits questioning of top Border Patrol boss in lawsuit over treatment of protesters in Chicago | Chicago Sun TimesSupreme Court will review gun law that was used to convict Hunter Biden | POLITICOGood TroubleSign up to call voters in California. In this year's special election, Proposition 50 is on the ballot. It allows voters to decide whether to temporarily redraw California's congressional map before the midterms. It's a strategic way to counteract Republican gerrymandering in states like Texas and Missouri, and whether this ballot measure passes could be the deciding factor in whether Democrats have a fair shot at flipping the House next year.➡️ Sign up to phone bank in Virginia.**California! YOU have your prop 50 ballots. Fill them out and return them ASAP.Yes On Prop 50 | CA Special Election Phone Banks - mobilize.us**October 20 Deadline -Petition of America First Legal Foundation for Rulemaking**Vote Yes 836 - Oklahoma**How to Organize a Bearing Witness Standout**Fire Kilmeade - foxfeedback@foxnews.com, Requests - Fox News**Indiana teacher snitch portal - Eyes on Education**Find Your Representative | house.gov, Contacting U.S. SenatorsFrom The Good NewsSecond ‘No Kings' rally draws hundreds in Gainesville@nwga_queer_care_closet - InstagramTrans Benefit: Spooky Shop and ShowStockton 'No Kings' demonstrators join in national show of defiance of Trump's policies - Stocktonia NewsAnchorage ‘No Kings' rally against Trump administration draws large crowdMass Call: What's Next After No Kings?Our Donation LinksNational Security Counselors - Donate, MSW Media, Blue Wave CA Victory Fund | ActBlue, WhistleblowerAid.org/beansFederal workers - email AG at fedoath@pm.me and let me know what you're going to do, or just vent. I'm always here to listen. Find Upcoming Actions 50501 Movement, No Kings.org, Indivisible.orgDr. Allison Gill - Substack, BlueSky , TikTok, IG, TwitterDana Goldberg - The 2025 Out100, BlueSky, Twitter, IG, facebook, danagoldberg.comMore from MSW Media - Shows - MSW Media, Cleanup On Aisle 45 pod, The Breakdown | SubstackReminder - you can see the pod pics if you become a Patron. The good news pics are at the bottom of the show notes of each Patreon episode! That's just one of the perks of subscribing! patreon.com/muellershewrote Our Donation LinksNational Security Counselors - DonateMSW Media, Blue Wave California Victory Fund | ActBlueWhistleblowerAid.org/beansFederal workers - feel free to email AG at fedoath@pm.me and let me know what you're going to do, or just vent. I'm always here to listen. Find Upcoming Actions 50501 Movement, No Kings.org, Indivisible.orgDr. Allison Gill - Substack, BlueSky , TikTok, IG, TwitterDana Goldberg - BlueSky, Twitter, IG, facebook, danagoldberg.comCheck out more from MSW Media - Shows - MSW Media, Cleanup On Aisle 45 pod, The Breakdown | SubstackShare your Good News or Good TroubleMSW Good News and Good TroubleHave some good news; a confession; or a correction to share?Good News & Confessions - The Daily Beanshttps://www.dailybeanspod.com/confessional/ Listener Survey:http://survey.podtrac.com/start-survey.aspx?pubid=BffJOlI7qQcF&ver=shortFollow the Podcast on Apple:The Daily Beans on Apple PodcastsWant to support the show and get it ad-free and early?The Daily Beans | SupercastThe Daily Beans & Mueller, She Wrote | PatreonThe Daily Beans | Apple Podcasts Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

-- On the Show: -- Mike Nellis, Democratic strategist and social impact entrepreneur, joins David for a Substack Live to discuss what went wrong with Kamala Harris's 2024 campaign -- Donald Trump's government shutdown leaves airports unmanned, flights delayed, and the FAA in crisis as air travel collapses under dangerous conditions -- Kevin Hassett admits soybean exports to China stop, silos overflow, and Trump's trade war sparks panic inside his economic team -- Trump shocks reporters by floating clemency for Ghislaine Maxwell, bragging about ending wars, and musing about using the Insurrection Act -- Karoline Leavitt clashes with reporters as she defends Trump with false claims, wild health care math, and attacks on Antifa funding -- Emmanuel Macron, Ilham Aliyev, and Edi Rama laugh after Trump confuses Albania, Armenia, and Azerbaijan, humiliating the U.S. on the world stage -- Trump concedes the shutdown is about killing Obamacare while ranting about Portland and insulting a judge he himself appointed -- Trump melts down over Bad Bunny, the NFL, water in Los Angeles, and the Insurrection Act during a chaotic Newsmax exchange -- On the Bonus Show: A judge who ruled against Trump has her house burn down, AOC tells supporters to “laugh at” Stephen Miller's “insecure masculinity,” Trump announces a White House UFC event on his birthday, and much more…

Kevin Hassett is the director of the National Economic Council and arguably the economist closest to President Donald Trump. Right now, he's also one of the top advisers tasked with explaining the economic fallout of the government shutdown and forging a path forward. Hassett joins POLITICO's Dasha Burns for this week's episode of The Conversation, where he talks about the shutdown standoff on Capitol Hill, when Americans should start feeling the benefits of Trump's big tax bill and how the trade wars may affect the midterms.  “The really striking thing is that the place where the tariff policy effects should be the worst is the time right now where we have almost 4 percent growth and low inflation,” Hassett says. “We're very, very optimistic about how this policy is working and what it's gonna look like.” And, Hassett digs into the buzz surrounding whether or not he will be Trump's pick to replace Federal Reserve Chair Jerome Powell.  Plus, Shark Tank judge and investor Kevin O'Leary comes on the show to explain why he's bullish on the TikTok deal news, bearish on the federal government's investment in Intel and how he's grading Trump 2.0's economic performance so far.

Kevin Hassett is the director of the National Economic Council and arguably the economist closest to President Donald Trump. Right now, he's also one of the top advisers tasked with explaining the economic fallout of the government shutdown and forging a path forward. Hassett joins POLITICO's Dasha Burns for this week's episode of The Conversation, where he talks about the shutdown standoff on Capitol Hill, when Americans should start feeling the benefits of Trump's big tax bill and how the trade wars may affect the midterms.  “The really striking thing is that the place where the tariff policy effects should be the worst is the time right now where we have almost 4 percent growth and low inflation,” Hassett says. “We're very, very optimistic about how this policy is working and what it's gonna look like.” And, Hassett digs into the buzz surrounding whether or not he will be Trump's pick to replace Federal Reserve Chair Jerome Powell.  Plus, Shark Tank judge and investor Kevin O'Leary comes on the show to explain why he's bullish on the TikTok deal news, bearish on the federal government's investment in Intel and how he's grading Trump 2.0's economic performance so far. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ahead of this month's Fed decision on interest rates, Carl Quintanilla and Jim Cramer led off the show by exploring the weaker-than-expected August jobs report. National Economic Council Director Kevin Hassett joined the program with White House reaction to the numbers. The anchors also asked Hassett about President Trump's Thursday night meeting with tech CEOs and the president's efforts to oust Fed Governor Lisa Cook. Tesla proposes a pay package for Elon Musk that could become worth $1 trillion over the next decade. Also in focus: Fresh record highs for stocks, Broadcom surges, Lululemon tumbles, Cramer on finding value in this market. Squawk on the Street Disclaimer