Podcasts about yen

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 Picture[CB] around the world are dumping the Fed note, they just aren’t taking on anymore, everything is about to change. Trump’s GDP outshines Biden’s. China is now going to restrict silver, silver is used in electronics, batteries,solar panels etc. Silver prices are going to move. [CB] fraud is now exposed. The Tariff system is the future. The [DS] criminal syndicate is being exposed, it’s not just in DC it is world wide. As people learn how corrupt the system is and most of the taxes and borrowing goes to support the criminal system the people will be with Trump to remove the Fed. Trump is in the process of bringing down the entire corrupt temple on the [DS]. Trump moves closer to peace with Ukraine, 2026 is going to change everything. Economy Status of the US Dollar as Global Reserve Currency: USD Share Drops to Lowest since 1994  Central Banks diversify their holdings into dozens of smaller “non-traditional reserve currencies.”  The share of USD-denominated assets held by other central banks dropped to 56.9% of total foreign exchange reserves in Q3, the lowest since 1994, from 57.1% in Q2 and 58.5% in Q1, according to the IMF's new data on Currency Composition of Official Foreign Exchange Reserves. USD-denominated foreign exchange reserves include US Treasury securities, US mortgage-backed securities (MBS), US agency securities, US corporate bonds, and other USD-denominated assets held by central banks other than the Fed. Excluded are any central bank's assets denominated in its own currency, such as the Fed's Treasury securities or the ECB's euro-denominated securities. It's not that foreign central banks dumped US-dollar-denominated assets, such as Treasury securities. They did not. They added a little to their holdings. But they added more assets denominated in other currencies, particularly a gaggle of smaller currencies whose combined share has surged, while central banks' holdings of USD-denominated assets haven't changed much for a decade, and so the percentage share of those USD assets continued to decline.   Central banks' holdings of foreign exchange reserves in all currencies, and expressed in USD, rose to $13.0 trillion in Q3. Top holdings, expressed in USD: USD assets: $7.41 trillion Euro assets (EUR): $2.65 trillion Yen assets (YEN): $0.76 trillion British pound assets (GBP): $0.58 trillion Canadian dollar assets (CAD): $0.35 trillion Australian dollar assets (AUD): $0.27 trillion Chinese renminbi (RMB) assets: $0.25 trillion Source: wolfstreet.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/elonmusk/status/2004750391435755846?s=20 https://twitter.com/ElectionWiz/status/2004928015172821228?s=20 https://twitter.com/ElectionWiz/status/2004946780216328590?s=20  Political/Rights https://twitter.com/Patri0tContr0l/status/2004590513182367845?s=20  https://twitter.com/Geiger_Capital/status/2005107085865103608?s=20 ICE: 70% Arrested Had Criminal Ties Roughly 70% of illegal migrants arrested by U.S. Immigration and Customs Enforcement (ICE) under the second Trump administration reportedly had been convicted of or faced charges for criminal offenses. New data provided to the Washington Examiner shows the Trump administration arrested about 595,000 illegal immigrants between Jan. 20 and Dec. 11, according to the Department of Homeland Security. ICE said 70%, roughly 416,000, had “criminal convictions or pending criminal charges” in the United States, underscoring President Donald Trump’s promise to prioritize the “worst of the worst” in immigration enforcement. ICE officials stressed that even those without U.S. criminal records can still pose major public safety threats, the agency said, noting many are wanted abroad for violent crimes or have ties to gangs, terrorism, or other serious offenses. “This statistic doesn’t account for those wanted for violent crimes in their home country or another country, INTERPOL notices, human rights abusers, gang members, terrorists, etc. The list goes on,” an ICE spokesperson told the Examiner. Source: newsmax.com   New Files Show Epstein Was ‘Too Useful' for Banks to Drop — Trump Was ‘Too Politically Dangerous' to Keep  The newest Epstein disclosures include deposition testimony that illustrates, in unusually concrete detail, how major financial institutions assessed risk, value, and accountability. The transcript does not add new allegations about Epstein. Instead, it explains why he remained bankable long after his 2008 conviction and why his relationship with major banks survived despite generating almost no traditional revenue. That institutional logic is the same logic that later drove JPMorgan to end its ties with Trump Media, and the contrast between the two cases shows how selectively these standards are applied. In the deposition, Paul Morris—a private banker who handled Epstein's accounts at JPMorgan Chase and later Deutsche Bank—described Epstein's financial profile with unusual precision. Epstein's trading was minimal. His accounts produced limited fees. He was not a high-activity client and did not utilize the investment tools that banks rely on to generate consistent revenue. By every conventional benchmark, he was a low-value account. And yet, the relationship continued. The deposition shows why. Epstein was not retained for his financial performance but for his institutional usefulness. Morris acknowledged that Epstein facilitated introductions to ultra-wealthy individuals that the bank viewed as essential prospects. One example was Leon Black, whom Morris identified as a “priority prospect” because of Black's significant net worth and influence in the investment sector. Epstein introduced the bank to real-estate investor Andrew Farkas and discussed a potential connection involving biotech investor Boris Nikolic, who had ties to Bill Gates. These introductions were specific, documented, and initiated by Epstein, not the bank. This is the key element that many public accounts overlook. Epstein was not being managed as a traditional client. He functioned as a relationship broker inside a system where introductions to power carry more internal value than account-level returns. Source: thegatewaypundit.com  DOGE Geopolitical The EU Leaders Shouting About Visa Bans Are the Same EU Leaders Who Sent Political Operatives Into the U.S. to Support Kamala Harris  EU leaders from across the spectrum of their collective assembly, are furious with the administration of President Donald Trump for restricting their entry into the United States by blocking their visa permissions.  However, these same EU leaders are the people who sent operatives into the United States in order to interfere in our 2024 election. The Vice President of the European Commission, Kaja Kallas, sums up the European position: “The decision by the U.S. to impose travel restrictions on European citizens and officials is unacceptable and an attempt to challenge our sovereignty. Europe will keep defending its values — freedom of expression, fair digital rules, and the right to regulate our own space.” The “attempt to challenge our sovereignty” statement is a particular type of hubris when we consider THIS: GREAT BRITAIN (October 2024) – The British Labour Party is sending approximately 100 current and former staff members to the United States to work for Vice President Kamala Harris' campaign in key swing states. [SOURCE – LINKEDIN] Not only did the U.K attempt to challenge our sovereignty, but they also actively worked to influence the outcome of our national election in 2024. It is worth remembering the British intelligence operation, (Secret Intelligence Service (SIS), commonly known as MI6), was at the center of the Trump-Russia collusion conspiracy in 2016. The first EU political group to be targeted with the visa bans includes French former EU commissioner Thierry Breton, who was one of the architects of the EU's Digital Services Act (DSA). Also: Imran Ahmed, the British CEO of the U.S.-based Center for Countering Digital Hate, Anna-Lena von Hodenberg and Josephine Ballon of the German non-profit HateAid, and Clare Melford, co-founder of the Global Disinformation Index. https://twitter.com/GeneHamilton/status/2004656229684224393?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E2004656229684224393%7Ctwgr%5E91706d63d41394916634b106fbd2268d7711e121%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Ftheconservativetreehouse.com%2Fblog%2F2025%2F12%2F27%2Fthe-eu-leaders-shouting-about-visa-bans-are-the-same-eu-leaders-who-sent-political-operatives-into-the-u-s-to-support-kamala-harris%2F https://twitter.com/GeneHamilton/status/2004656234910433405?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E2004656234910433405%7Ctwgr%5E91706d63d41394916634b106fbd2268d7711e121%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Ftheconservativetreehouse.com%2Fblog%2F2025%2F12%2F27%2Fthe-eu-leaders-shouting-about-visa-bans-are-the-same-eu-leaders-who-sent-political-operatives-into-the-u-s-to-support-kamala-harris%2F Source: theconservativetreehouse.com https://twitter.com/michaelgwaltz/status/2005058695647166898?s=20 https://twitter.com/visegrad24/status/2005035840934723894?s=20 War/Peace   EIGHT, perhaps the United States has become the REAL United Nations, which has been of very little assistance or help in any of them, including the disaster currently going on between Russia and Ukraine. The United Nations must start getting active and involved in WORLD PEACE!   the United States is capable of doing. Under my leadership, our Country will not allow Radical Islamic Terrorism to prosper. May God Bless our Military, and MERRY CHRISTMAS to all, including the dead Terrorists, of which there will be many more if their slaughter of Christians continues.   DONALD J. TRUMP PRESIDENT OF THE UNITED STATES OF AMERICA Trump Tasks Military With an ‘Oil Quarantine' Against Venezuela, as Economic Pressure Is Chosen for Now Over Military Action Venezuela's oil industry under maximum pressure.   And now that the extended holidays are over, the socialist regime will have to deal with the veritable siege imposed by the US and its unprecedented armada. Venezuela is running out of storage space for its oil production since some ships are being seized and many others turned around and left.  Now, it arises that Donald J. Trump has directed US forces to enforce ‘an oil quarantine' against Venezuela for at least the next two months. These moves lead many to think that the Trump team will focus on economic rather than military means to pressure Caracas into ousting Maduro. Reuters reported:   Read  more: Source: thegatewaypundit.com Trump Blockade Leaves $1 Billion Of Venezuelan Crude Stranded On Tankers  With a two-month “quarantine” placed on Venezuelan oil by the Trump administration in a foreign policy move called “gunboat diplomacy,” new data estimate that roughly $900 million worth of crude is currently loaded on tankers, unable to depart Venezuela due to the U.S. blockade. “Based on our visual analysis from both shore and space, we estimate that there are around 17.5 million barrels of crude oil floating onboard tankers in Venezuela which are unable to depart due to the ongoing US blockade,” independent research Tanker Trackers wrote on X. “That’s around $900M of oil.” https://twitter.com/TankerTrackers/status/2004713684871078162?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E2004713684871078162%7Ctwgr%5E016cd45f97095edcd74bb159f40c4e93caf9794d%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fcommodities%2Ftrump-blockade-leaves-1-billion-venezuelan-crude-stranded-tankers Source: zerohedge.com Trump to POLITICO: Zelenskyy ‘doesn't have anything until I approve it' Trump's comments come ahead of his Sunday meeting with Zelenskyy, who will bring with him a new 20-point plan to end the war President Donald Trump on Friday cast himself as the ultimate arbiter of any peace deal between Ukraine and Russia, in an exclusive conversation with POLITICO. “He doesn't have anything until I approve it,” Trump said. “So we'll see what he's got.” Source: politico.com https://twitter.com/FoxNews/status/2005352028365848993?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E2005352028365848993%7Ctwgr%5E1588e24fb392689513bf7b2f064c646c1bf5f470%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2025%2F12%2Ftrump-says-russia-ukraine-peace-talks-entering-final%2F  Medical/False Flags 19 Blue States Sue Trump Admin to Preserve Right to Perform Child Sex Changes Last week, Secretary of Health and Human Services Robert F. Kennedy Jr. said he would cut off Medicare and Medicaid funding to any provider that offers so-called gender-affirming treatment to minors. “Under my leadership, and answering President Trump's call to action, the federal government will do everything in its power to stop unsafe, irreversible practices that put our children at risk,” Kennedy said at the time. The Oregon-led lawsuit claims that the decision “exceeds the Secretary's authority and violates the Administrative Procedure Act and the Medicare and Medicaid statutes.” A total of nineteen blue states are suing the Trump administration in a bid to protect the right to perform child sex changes. His office said in a press release: Source: thegatewaypundit.com [DS] Agenda  https://twitter.com/nickshirleyy/status/2004642794862961123?s=20   work way too hard and pay too much in taxes for this to be happening, the fraud must be stopped. https://twitter.com/MAGAVoice/status/2005011311756017964?s=20 https://twitter.com/libsoftiktok/status/2005158623442600391?s=20 https://twitter.com/DataRepublican/status/2005292438114738555?s=20  diabolical. And it’s going to work until we understand that primaries will be more important than generals from here out on. https://twitter.com/C_3C_3/status/2005016429687701811?s=20 https://twitter.com/WarClandestine/status/2005351086115405986?s=20 https://twitter.com/CynicalPublius/status/2005030256382464493?s=20  and your tribe. I spent a lot of my life in the Middle East and Central Asia, working closely with foreign contractors and foreign governments to provide support to American military operations. As a US Army officer with a big checkbook courtesy of Uncle Sam, I can't really count the sheer number of times I was offered bribes to award a contract, or falsify records to do things like create larger (fake) headcounts at places like dining facilities, or to just simply be on the take for future illegal requests. Of course I had enough sense to never comply with such requests. Moreover, they were never explicitly structured as “bribes”; instead it was usually along the lines of “Here I have these Rolexes as gifts for you and your wife to show our friendship.” (Unfortunately, too many US officers and NCOs succumbed to this siren song and ended up breaking rocks in Leavenworth.) The weird thing about this to me was that whenever I turned down such an offering, it was treated as a grave insult. I was the one in the wrong, and not the fraudster trying to bribe me. They considered it rude that I was in their country and refused to accept how things got done. After all, why did I not want to help my tribe by helping their tribe? Let me repeat: in these cultures, FRAUD IS NOT EVEN A CONCEPT. There is only what helps your tribe. Such thought processes are so alien to Americans and much of the West. We are raised on the presumption that our institutions are valid, that the rule of law always prevails, and that integrity is universal. We need these presumptions to have working governments and economies, and without those presumptions—without the mental barrier that causes us not to accept outright fraud—our nation would quickly descend into the economic and social hellscape of countries like…. ummm… you know…. SOMALIA! So when we import people en masse from cultures that accept bribery and fraud as routine, acceptable ways to advance one's tribe, we should not be surprised that things like the $8 BILLION fraud schemes of the Somali population in Minnesota happen so easily. Introducing a fraud-based culture based on tribalism into America is like introducing some sort of lethal virus into a population that has no natural immunity. The virus will spread and grow, unchecked, because it is so alien to the host. Similarly, a culture of fraud is anathema to American thinking, and it must be cut out before it consumes the host. So when you see and hear patriotic Americans decrying what is happening in Minnesota or elsewhere, and when they seek deportation of the offenders, it is not “racism,” it is not “bigotry,” it is not “xenophobia”; instead, it is preserving the American tradition of responsible institutions and national integrity. https://twitter.com/MarioNawfal/status/2005262465190223928?s=20 https://twitter.com/FBIDirectorKash/status/2005305530651189719?s=20   exploiting federal programs. Fraud that steals from taxpayers and robs vulnerable children will remain a top FBI priority in Minnesota and nationwide. To date, the FBI dismantled a $250 million fraud scheme that stole federal food aid meant for vulnerable children during COVID. The investigation exposed sham vendors, shell companies, and large-scale money laundering tied to the Feeding Our Future network. The case led to 78 indictments and 57 convictions. Defendants included Abdiwahab Ahmed Mohamud, Ahmed Ali, Hussein Farah, Abdullahe Nur Jesow, Asha Farhan Hassan, Ousman Camara, and Abdirashid Bixi Dool, each charged for roles ranging from wire fraud to money laundering and conspiracy. These criminals didn't just engaged in historic fraud, but tried to subvert justice as well. Abdimajid Mohamed Nur and others were charged for attempting to bribe a juror with $120,000 in cash. Those responsible pleaded guilty and were sentenced, including a 10-year prison term and nearly $48 million in restitution in related cases. The FBI believes this is just the tip of a very large iceberg. We will continue to follow the money and protect children, and this investigation very much remains ongoing. Furthermore, many are also being referred to immigrations officials for possible further denaturalization and deportation proceedings where eligible. https://twitter.com/ScottPresler/status/2004932316926193933?s=20 https://twitter.com/HarmeetKDhillon/status/2004976287270731981?s=20 https://twitter.com/rising_serpent/status/2005080344610177489?s=20  https://twitter.com/amuse/status/2005092720927232198?s=20  “skeptical jurors” in federal cases involving President Trump. Co-founder Alex Dodds said jurors have “enormous power” to judge the administration itself. Critics report the sessions encourage rigging trials against the administration, conduct plainly barred under 8 USC §1503. President Trump's Plan https://twitter.com/WarClandestine/status/2004653262491058216?s=20 accomplished what no one else could. When we arrived, taxpayers were about to be on the hook for nearly $5 billion for a new headquarters that wouldn't open until 2035. We scrapped that plan. Instead, we selected the already-existing Reagan Building, saving billions and allowing the transition to begin immediately with required safety and infrastructure upgrades already underway. Once complete, most of the HQ FBI workforce will move in, and the rest are continuing in our ongoing push to put more manpower in the field, where they will remain. This decision puts resources where they belong: defending the homeland, crushing violent crime, and protecting national security. It delivers better tools for today's FBI workforce at a fraction of the cost. The Hoover Building will be shut down permanently.  They Got Her: FBI Caught Hillary Clinton Talking Donations with Foreign Felon on Tape As Hillary Clinton closed in on the presidential nomination in the spring of 2016, FBI field officers advised colleagues at headquarters to press her on the foreign donations flowing to the Clinton Foundation while she steered American foreign policy and whether she had used the charity as a campaign piggy bank. But the FBI HQ in Washington — a city in which the former secretary of state and first lady wields enormous influence — let the trail go cold. FBI New York Assistant Director in Charge Diego Rodriguez advised agents in Washington to ask Clinton several questions about the foundation, which are reproduced in full in documents released to the Senate Judiciary Committee by the FBI and published on Dec. 15. The questions reveal the concerns about foreign bribery that the Clinton Foundation case — codenamed “Cracked Foundation” — had uncovered. Among the evidence available to investigators, according to their questions: A recorded conversation between Clinton and Indian hotel magnate Sant Singh Chatwal in which Clinton discussed donations to the foundation and her remaining 2008 campaign debt. The new documents confirm that the FBI had at one time been “intercepting individuals associated with the Clinton Foundation.” Source: westernjournal.com  John Brennan's Lawfare Lawyers are Revealing More Than They Intend   former CIA Director John Brennan are sending proactive letters to the Federal District Court for the Southern District of Florida {SEE HERE}.  However, some of the information included in the letters intended to be exculpatory is actually damning against their defense position. You have to go deep in the weeds to see it but if you understand the details of the events, the information being revealed by Brennan's lawyers is the opposite of helpful to his case.  As an example, there is a citation included in a footnote of the December 22, 2025, [fn #20 page 6] letter that links to a March 31, 2022, letter sent to John Durham. Here's page 6 of the 2025 letter. Compare the underlined section to the 2022 letter sent to John Durham. In 2025 Brennan is telling the Florida court the Intelligence Community Assessment (ICA) conclusion was confirmed by Special Counsel Robert Mueller in a “very serious review.”  However, in 2022 Brennan told John Durham that Robert Mueller never interviewed him or offered an assessment of the ICA; Mueller just regurgitated it. So, which is it? These contradictions are throughout both of the letters when you compare them side-by-side.  In 2022 former CIA Director John Brennan was trying to escape the Durham review.  In 2025 Brennan is trying to escape a grand jury review. [We are aware that the U.S Attorney for the Southern District of Florida, Jason Reding Quiñones, has access to the CTH public library of research into all of these historic events.] There are other citations in the 2022 letter that are certainly worth reviewing because the legally binding statements made by John Brennan at the time have been shown to be false in 2025. Another of the claims in the 2022 letter to John Durham highlights why it was critical for the CIA to assist in the capture and arrest of Julian Assange in 2019. Source: thegatewaypundit.com  Trump: Upcoming Midterms Will Be ‘About Pricing’ The 2026 midterm elections will be “about pricing,” according to President Donald Trump, who said that his administration is restoring the nation’s economy after the condition in which former President Joe Biden left it. “I think it’s going to be about the success of our country,” Trump said in an interview with Politico, the outlet reported Saturday. “They gave us high pricing, and we’re bringing it down. Energy’s way down. Gasoline is way down.” Over the past two weeks, a series of positive economic reports has shown that inflation is decreasing, with the White House highlighting the latest data while addressing cost-of-living concerns nationwide. According to a Politico poll conducted last month, Americans say they are finding that the costs of groceries, utilities, healthcare, housing, and transportation are too expensive. Trump has been fighting to reframe that, however, blaming Democrats under Biden for driving prices up. He said in the interview, conducted Friday, that “electricity is down. It’s way down.” “When the gasoline goes down, and when the oil and gas go down, the electricity comes down naturally,” he said. “But it’s all coming down. It’s all coming down. It’s coming beautifully.” Source: newsmax.com https://twitter.com/WarClandestine/status/2004696380531503505?s=20   the NG will have quick response troops on standby in every state, the FBI building is being moved to a new location, the war between Russia and Ukraine is coming to an end, and all of Trump's pieces will be in place. There seems to be a shift in attitude. I think we are passing into a different phase of the operation. The shadow war will eventually have to come to the surface. 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Merriam-Webster's Word of the Day for December 28, 2025 is: yen • YEN • noun A yen is a strong desire, urge, or craving for something. // After dinner, the family went out for ice cream to satisfy their yen for something sweet. // Students with a yen to travel should consider studying abroad. See the entry > Examples: “If you've got a yen for succulent, right-off-the-boat Maine sea scallops, now is the time to get them.” — Stephen Rappaport, The Bangor Daily News, 26 Mar. 2025 Did you know? Although yen suggests no more than a strong desire these days (as in “a yen for a beach vacation”), at one time someone with a yen was in deep trouble: the first meaning of yen, used in the late 19th century, was an intense craving for opium. The word comes from yīn-yáhn, a combination of yīn, meaning “opium,” and yáhn, “craving,” in the Chinese language used in the province of Guangdong. In English, the Chinese syllables were translated as yen-yen, and eventually shortened to yen.

Japan Baseball: SoftBank Right-Hander Uwasawa Renews Contract at 250 M. Yen

Patriot games are coming. Larry Ellison in the spotlight. Hi Ho Silver and away! 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 - CTP Cup - All systems go! 9 participants! - ELON gets his $$$ - Kids account challenge - Patriot games are coming... Markets - Not much headwinds - EOY approaching - Analysts predicting SP500 for 2026 - 7,500 (12% upside) - More Oracle back and forth - Gold and Silver Elon - Elon Musk's net worth surged to $749 billion late Friday after the Delaware Supreme Court reinstated Tesla stock options worth $139 billion that were voided last year - He also recently received a $1T pay plan approval - Jeff Bezos, Mark Zuckerberg, and Jensen Huang combined - His fortune exceeds the GDP of nations like the Netherlands, Saudi Arabia, and Switzerland. - He is richer than every country in Africa by GDP - He is projected by some reports to become the world's first trillionaire by 2027 When did Larry Ellison and Oracle become newsworthy? - Every day in the news.... - Larry Ellison NOW Personally Guarantees Paramount Bid for Warner Bros. - The announcement of Mr. Ellison's personal guarantee is meant to address concerns that the Warner Bros. Discovery's board had expressed about Paramount's original offer. - Helping out sonny-boy? More Oracle - Oracle stock slid after a report that Blue Owl Capital won't back a $10 billion data center for OpenAI. (Michigan) - Oracle has $248 billion in lease commitments for data centers and cloud capacity commitments over the next 15 to 19 years. - Oracle later responded to the FT report, saying the project was moving forward and that Blue Owl was not part of equity talks. EVEN MORE! - Multiple media outlets, including the Associated Press, reported that ByteDance has reached an agreement with Oracle ORCL, Silver Lake, and Abu-Dhabi-based MGX to set up a joint venture for TikTok's US operations. Oracle will hold a 15.0% stake in the new entity, while ByteDance will retain a 19.9% stake. - The important thing her is that TikTok stays as a major tenant of OCI as ORCL needs this cash flow... - Of all of the items, this may be why ORCL stock has bounced te last few days. Congressional Ban - A vote on legislation banning members from owning or trading stocks could get a vote in the new year, according to House leadership and Republican members. - President Donald Trump has said he supports a congressional ban but has pushed back on versions that include the executive branch. - Basically this bill would prohibit the ownership of individual stocks by congress Over to Japan - Bank of Japan raises benchmark rates to highest in 30 years, lifting 10-year JGB yield past 2% - Yen still VERY weak - trading at 157/USD - (problematic) - The BOJ said that real interest rates are expected to remain “significantly negative,” adding that accommodative financial conditions will continue to firmly support economic activity. - The yen weakened 0.25% against the USD after the decision - therefore still dovish and stimulative Economic Numbers - Estimates, partial numbers and best guesses. OH, 2-month averaging as well - The Bureau of Labor Statistics reported that the annual headline inflation rate and core CPI rate for last month were 2.7% and 2.6%, respectively, well below expectations. - Due to government shutdown, BLS to make certain methodological assumptions about the prior month's inflation levels. - Those assumptions in the methodology were not clear to economists and were not fully explained in the release. - Here is a big issue: The price changes in October for the OER (owners equivalent rent) appear to have been “set to zero.”  Sports Prediction Markets - Sports is fueling the growth and is forecasted to make up 44% of volume as prediction markets mature. - According to one expert: the fundamental elements of consumer demand and an array of diverse brands looking to meet that demand are clearly in place - Sportsbooks are getting a bit nervous.... First Dell, then... - Billionaire hedge fund manager Ray Dalio of Bridgewater Associates and his wife, Barbara, committed to seed Trump accounts for approximately 300,000 children in Connecticut. - Following the Dells' pledge, the funds will be aimed at kids who live in a Connecticut ZIP code where the median income is less than $150,000. - The Dalio grant will fund $250 per child for approximately 300,000 children in Connecticut. This applies to children who live in a ZIP code where the median income is less than $150,000. About 87% of Connecticut ZIP codes meet that criteria, according to a CNBC analysis of Census Bureau data. - “Ray has joined what we are calling the 50-state challenge,” Treasury Secretary Scott Bessent said in a press conference on Wednesday. - A growing number of companies have announced they would match contributions to Trump accounts for their employees, including BNY and BlackRock. Patriot Games (Hunger Games?) - Trump announced: The Washington Monument will be illuminated with festive lights, a triumphal arc will be constructed and the “Patriot Games” will commence. The games are an “unprecedented four-day athletic event featuring the greatest high school athletes: one young man and one young woman from each state and territory. - Uhhhhhh "And so it was decreed that, each year, the various districts of Panem would offer up, in tribute, one young man and woman to fight to the death in a pageant of honor, courage and sacrifice. (Hunger Games 2012) - What next - PURGE NIGHT? Fed Pick - Now it seems as if it is a 4 person race... - President Trump says "Nowadays, when there is good news, the market goes down because everybody thinks that interest rates will be immediately lifted"; says "I want my new Fed Chairman to lower interest rates if the market is doing well"; says "Anybody that disagrees with me will never be the Fed Chairman!" San Fran Blackout - Alphabet-owned Waymo resumed its robotaxi service in the San Francisco Bay Area Sunday evening after pausing it amid widespread blackouts that had affected their vehicles' behavior. - Waymo said it worked with city officials throughout the blackout and had “proactively” initiated a temporary suspension of its service. - Interesting point there - what happens when grid disruptions for internet with self-driving Angry Shareholders (For a minute) - Tricolor CEO Daniel Chu directed a deputy to send him $6.25 million in bonuses in August, weeks before the company filed for bankruptcy, U.S. prosecutors alleged. - Subprime autofirm that had alleged fraud - This happens all the time - Big issue to keep alert to is the news about "Subprime" WEED - Trump's executive order shifts cannabis from Schedule I to Schedule III, easing research, banking and tax restrictions and marking the biggest federal cannabis policy change in decades. - Shares of cannabis conglomerates were down following the announcement, likely from worries of new competition from international companies. - NOT legalization - NOT for recreational use... - Banking, Institutional capital ..... OpenAi - Beggars cup continues - OpenAI is in initial discussions to raise at least $10 billion from Amazon.com Inc. and use its chips, a potential win for the online retailer's effort to broaden its AI industry presence and compete with Nvidia Corp. - The deal under discussion could value OpenAI north of $500 billion and see it adopt Amazon's Trainium chip, a person with knowledge of the matter said, asking to remain anonymous to describe private negotiations. - Talks, however, are at a preliminary stage and terms could change, the person added. High Ho Silver and Away! - Silver up 135% YTD - Gold up 70% - Best year since strongest annual performance since 1979 for Gold - 1970's was inflation, USD weakening, Energy crisis. - What is similar/different now? (Big difference is buying up (China, Poland, Turkey, India) Light menu - Darden Restaurants will roll out a new lighter portion entrées menu at all Olive Garden locations in January, the company announced during its quarterly earnings call last Thursday. - Citing affordability: "Olive Garden has seen a double-digit increase in affordability perceptions from guests who order from the lighter portions menu and an increase in frequency among these guests, which should help build traffic over time," Cardenas said. - Sooooo 0 due to high costs, Americans are cutting back on food? - If it were for weight loss, no need for Oliver garden to cut back on portions as most inedible anyway... Copper - Copper prices topped $12,000 a ton for the first time, extending the metal's recent bull run as mine outages add to concerns about supply. - The threat of US import tariffs on the metal has also been an important factor pushing up prices this year, with copper piling up in American warehouses. - Industry analysts have said that much of the richest and most easily accessible mining resources are now exhausted, and experts are warning that the market is on the cusp of a major deficit. Jim Beam - Bourbon maker Jim Beam is halting production at one of its distilleries in Kentucky for at least a year as the whiskey industry navigates tariffs from the Trump administration and slumping demand for a product that needs years of aging before it is ready. - Jim Beam said the decision to pause bourbon making at its Clermont location in 2026 will give the company time to invest in improvements at the distillery. The bottling and warehouse at the site will remain open, along with the James B. Beam Distilling Co. visitors center and restaurant. - The percentage of U.S. adults who say they consume alcohol has fallen to 54%, the lowest by one percentage point in Gallup's nearly 90-year trend. Love the Show? Then how about a Donation? THE CLOSEST TO THE PIN 2025 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

En Capital Intereconomía hemos seguido en directo la apertura del Ibex 35 y del resto de bolsas europeas, en una sesión de caídas leves en los Índices europeos, con el foco puesto en las automovilísticas y en las farmaceúticas. En el análisis de la jornada, Roberto Scholtes, Jefe de Estrategia de Singular Bank, ha destacado que el Yen es una moneda que está muy infravalorada y que las inversiones en inteligencia artificial suponen la mitad de crecimiento en Estados Unidos. El programa ha cerrado con el Consultorio de Bolsa junto a Javier Etcheverry, Analista de mercados

Market news for December 23, 2025: Asian markets rally again as rate cut hopes bring Christmas cheer; Gold sets 50th daily record this year on rate-cut bets and geopolitical risk; Yen rebounds against G-10 peers as government prepared to intervene; Indonesia to sign final US trade deal in January, tariffs fixed at 19%. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements and news from Singapore and the region. Written and hosted by: Emily Liu (emilyliu@sph.com.sg) Produced and edited by: Chai Pei Chieh & Claressa Monteiro Produced by: BT Podcasts, The Business Times, SPH Media --- Follow Market Focus Daily and rate us on: Channel: bt.sg/btmktfocus Amazon: bt.sg/mfam Apple Podcasts: bt.sg/mfap Spotify: bt.sg/mfsp YouTube Music: bt.sg/mfyt Website: bt.sg/mktfocus Feedback to: btpodcasts@sph.com.sg Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. Discover more BT podcast series: BT Money Hacks at: bt.sg/btmoneyhacks BT Correspondents at: bt.sg/btcobt BT Podcasts at: bt.sg/podcasts BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.

The Great Lakes Yield Enhancement Network (YEN) wrapped up its fifth season earlier this year with the 2024-2025 competition winner, Michigan grower Nick Suwyn, harvesting a whopping winter wheat yield of 182.6 bushels/acre. The YEN wheat concept, which fosters collaboration and knowledge exchange among farmers across Ontario and the Great Lakes region of the United... Read More

Il quadro di riferimento settimanale a cura del Team Advisory di Ersel per la settimana del 22 dicembre 2025. I principali temi:la chiusura dell'anno 2025la decisione della BoJ di alzare i tassile attese di ulteriori tagli dei tassi da parte della Fedl'IA che ha fatto parlare di lei tutto l'anno e sarà presente anche nel prossimo 2026la debolezza del dollaroil contesto valutativo complesso che apre il 2026Restate aggiornati e buon ascolto!l presente podcast è destinato esclusivamente a scopi informativi/ di marketing non sostituendosi al prospetto informativo o ad altri documenti legali di prodotti finanziari ivi eventualmente richiamati. Nel caso, si prega di consultare il prospetto dell'OICVM/documento informativo e il documento contenente le informazioni chiave per gli investitori (KID) prima di prendere una decisione finale di investimento che può essere effettuata solo previa valutazione dell'adeguatezza del servizio o dello strumento finanziario rispetto al profilo individuato con il questionario MiFID. Solo la versione più recente del prospetto, dei regolamenti, del Documento chiave per gli investitori, delle relazioni annuali e semestrali del fondo può essere utilizzata come base per decisioni di investimento. Il presente podcast non costituisce né un'offerta né una sollecitazione all'acquisto, alla sottoscrizione o alla vendita di prodotti o strumenti finanziari o una sollecitazione all'effettuazione di investimenti. Ersel ha verificato con la massima attenzione tutte le informazioni rappresentate nel presente podcast e compiuto sforzi per garantire che il contenuto di questo podcast sia basato su informazioni e dati ottenuti da fonti affidabili, ma non garantisce della loro esattezza e completezza non assumendosi alcuna responsabilità. Ersel non si assume alcuna responsabilità circa le informazioni, le proiezioni o le opinioni contenute nel presente podcast e non risponde dell'uso che terzi potrebbero fare di tali informazioni, né di eventuali perdite o danni che possano verificarsi in seguito a tale uso. Il presente podcast può fare riferimento alla performance passata degli investimenti: i rendimenti passati non sono indicativi di quelli attuali o futuri. Le indicazioni e i dati relativi agli strumenti finanziari, forniti dalla Società, non costituiscono necessariamente un indicatore delle future prospettive dell'investimento o disinvestimento. È vietata la riproduzione e/o la distribuzione del presente podcast, non espressamente autorizzata.

Kia ora,Welcome to Tuesday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the international edition from Interest.co.nz.Today we start with news precious metals prices are zooming higher today, most to new all-time heights.But first in the US, the Chicago Fed's National Activity Index is back being tracked following the shutdown and it shows activity still notably lower than its long run trend, even if it did improve in September from August. It is barely back to the same drag level it was a year ago.American holiday retail sales for November and December are projected to grow between +3.7% and +4.2% over the same months last year, a weaker gain than last year's +4.3% increase. Revenue growth in November was about +1% compared to November 2024, with flat unit demand. Consumers are reportedly cautious, focusing spending on necessities, and higher-income consumers are driving most of the spending, while lower-income consumers remain constrained. Inflation-adjusted sales volumes are probably not growing. Ecommerce is a bright spot, with Deloitte forecasting a +7% to +9% growth for the season.In Canada, their November PPI came in +6.1% higher than a year ago. But this result was twisted by the very sharp run-up in the costs of precious metals, and diesel (after US sanctions on Russian diesel twisted their demand for Canadian product). But even without those, they would have had more than a +4% rise.In Japan at one point yesterday, their 10 year government bond hit 2.10% and its highest level since 1999. It has eased slightly since, but this has had a depressive impact on the Yen, and there is market talk of intervention now.In China, their central bank held key lending rates at record lows for a seventh consecutive month in December, as expected. Earlier they had left their seven-day reverse repo rate unchanged at 1.4% and this is now their main policy rate. They seem to have less intentions for more monetary stimulus as the economy looks like it is on track to meet this year's growth target of "around 5%".And staying in China, they have slapped some substantial duty penalties on certain EU dairy products. The claim is that the French and Dutch subsidise their production. Although these new duties are relatively narrowly targeted, it will be a major trade escalation in the eye of the EU.And we should also note that India and New Zealand have agreed a new substantial free trade deal. Almost all New Zealand business groups have welcomed the breakthrough, which the Indians are using as a benchmark for deep agreements with other countries. But 2026 is election year and one party, NZ First, is using the deal to promote its anti-immigration credentials.The UST 10yr yield is now at 4.17%, up +2 bps from this time yesterday.The price of gold will start today at US$4437/oz, and up +US$99 from yesterday and easily a new record high. Silver has surged to, up +US$2 to just under US$69/oz, and also a new record high. Platinum hit US$2115/oz earlier today, and approaching it 2008 record highs.American oil prices are up almost +US$1.50 from yesterday at just under US$58/bbl, while the international Brent price is now just under US$62/bbl.The Kiwi dollar is up +40 bps from yesterday, now at just under 58 USc. Against the Aussie we are unchanged at 87.1 AUc. Against the euro we are up +10 bps at 49.3 euro cents. That all means our TWI-5 starts today just under 62.1, and up +30 bps from yesterday.The bitcoin price starts today at US$89,163 and up +0.9% from this time yesterday. Volatility over the past 24 hours has been modest, at just under +/- 1.3%.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston. We are taking a short break and we will be back on Monday, December 29 with another update.

News Connect（ニュースコネクト）あなたと経済をつなぐ5分間1日1つ、5分間で、国際政治や海外のビジネスシーンを中心に、世界のメガトレンドがわかる重要ニュースを解説。朝の支度や散歩、通勤、家事の時間などにお聴きいただけるとうれしいです。▼新著『プロ目線のPodcastのつくり方』の購入は⁠⁠⁠⁠⁠⁠⁠⁠こちら⁠⁠⁠⁠⁠⁠⁠⁠から！⁠⁠⁠⁠⁠⁠⁠⁠https://amzn.asia/d/61gIBJF⁠⁠⁠⁠⁠⁠⁠⁠▼『プロ目線のPodcastのつくり方』が、読者が選ぶビジネス書グランプリ2026（ビジネス実務部門）にノミネートされました。一票をぜひ、よろしくお願いいたします！⁠⁠https://entry.business-book.jp/vote⁠▼出演：野村高文（Podcastプロデューサー／Podcast Studio Chronicle代表）https://x.com/nmrtkfm⁠⁠⁠⁠⁠⁠⁠▼支援プログラム「Chronicleサポーター」については、こちらをご参照ください。https://support.chronicle-inc.net/support/⁠https://note.com/t_nomura/n/n43e514e703b4▼参考ニュース：Yen weakens against peers after BOJ raises interest rateshttps://www.reuters.com/world/asia-pacific/fragile-yen-tenterhooks-ahead-boj-2025-12-19/Yen Weakens as BOJ Lacks Clarity on Future Hikes: Analystshttps://www.bloomberg.com/news/articles/2025-12-19/yen-weakens-as-boj-lacks-clarity-on-future-hikes-analysts-sayJapan finance minister warns of action against any excessive forex https://www.reuters.com/world/asia-pacific/japan-finance-minister-warns-action-against-any-excessive-forex-moves-2025-12-19/データに飲み込まれる世界、聖域なきデジタル市場の生存戦略(経済産業省)https://www.meti.go.jp/policy/it_policy/statistics/digital_economy_report/digital_economy_report1.pdf▼Podcast Studio Chronicle公式サイトhttps://chronicle-inc.net/

Hacer click aquí para enviar sus comentarios a este cuento.Juan David Betancur Fernandezelnarradororal@gmail.comHabía una vez una pareja que estaba en una cueva junto a un buey y un burrito. Pero Jose y Maria eran felices. Presentian que aquel día 24 de diciembre era el día esperado. Sabian que los ángeles, los arcángeles y todos los coros celestiales se preparaban para cantarle al mundo la gran noticia. Eran las 12 de la noche , cuando el mundo estaba en silencio, sucedió el milagro. Sin castillos, sin sedas y sin coronas de oro, nació el Niño Jesús.El primer llanto Fue un sonido suave, como el de un pajarito. María lo tomó en sus brazos, lo abrazó muy fuerte y lo envolvió en unas telas blancas y limpias que tenía preparados. A su lado José no podía dejar de sonreír. Se acercó a María y al bebé, y con mucho cuidado, le dio un besito en la frente al Niño Jesús. ¡Ya era papá! Y era el papa del más grande ser que había nacido sobre la tierra.  Por su parte el buey y el burrito  Ellos fueron los primeros en ver al Rey del Mundo. Y Como no había calefacción, los dos animales se acercaron mucho al pesebre y soltaron su aliento calientito. Era como si le estuvieran diciendo: "Bienvenido, pequeño, aquí te vamos a cuidar".María acostó a Jesús sobre la paja suavecita del pesebre. ¡Ese cajón de madera se convirtió en la cama más importante de la historia! Un rey de amor y esperanza pasaría allí su primer día. Y ¡En ese momento el cielo "explotó" de alegría!Los Ángeles Ya no estaban de puntitas, ahora estaban volando por todos lados cantando: "¡Gloria a Dios en el cielo y paz a la gente en la tierra!".En el cielo algo empezó a llamar la atención de todos. La estrella que había estado creciendo en los días pasados ahora era una Gran Estrella: La estrella de Belén brilló tanto, pero tanto, que parecía que era de día. ¡Estaba avisando a todo el mundo que la Luz ya había llegado! Y era tal su tamaño que a miles de kilómetros de allí un grupo de 3 sabios vieron aquella luz y comprendieron que algo maravilloso estaba pasando y empezaron a caminar hacia donde esta estrella apuntaba porque sabían que debien estar allí. Cerca de allí los pastores que estaban regresando a belen acompañando a sus ovejas vieron que ahora si la estrella marcaba un lugar exacto a las afueras de Belen. Juntos escucharon y vieron a los ángeles dar vueltas sobre una pequeña cueva y comprendieron que el rey de reyes debía estar allí. , unos pastores estaban asustados porque vieron a los ángeles. Pero un ángel les dijo: "¡No tengan miedo! Vayan al establo, que allí ha nacido el Salvador".·       Los pastores corrieron al establo. No tenían tesoros que darle , así que le llevaron lo que tenían: un poquito de leche, una mantita de lana de sus ovejas y, sobre todo, mucho amor. Se arrodillaron frente al pesebre y le dieron las gracias a Dios.Pero lo mejor estaría por venir. Aquel bebe traía el mensaje de amor que el mundo necesitaría en el futuro y después de su nacimiento millones de personas encontrarían la paz interior que el les prometía. Maria y Jose vivieron para criar aquel niño que nació un 24 de diciembre a las 12 de la noche pero su legado como padres ha llevado a que se les recuerde como los padres más importantes de la historia. Y el Bebe Jesus viviría muchas aventuras, pero eso es otra historia. 

Korla Pandit - "White Christmas" - Merry Xmas R.N.A. Organism - "Weimar 22" - Vanity Records, Vol. One The Fibonaccis - "Sack of Suit Suite" - Terror Vision (Original Motion Picture Soundtrack) Read By S.T. Joshi Sound by Theologian - "The Memnons of the Night" - The Muse of Hyperborea Bizarre Ko.Ko.Ko. - "Metamorphosis of the Element (excerpt)" - 00 Time Organum - "Part 1" - Tower of Silence Negativland - "Now Listen to This!" - Helter Stupid; Over the Edge Mix Nuclear Assault - "Brainwashed" - Survive Starfuckers - "Distribuisce Pastiglie" - Infrantumi Alessandro Alessandoni - "Viabilità" - Industriale Ground Zero - "Flying Across the J.P. Yen (excerpt)" - Revolutionary Pekinese Opera Ver.1.28 Eg. Oblique Graph - "Fall Into Glass" - Complete Oblique Douglas Leedy - "The First Noel" - A Very Merry Electric Christmas to You! Jean Jacques Perrey - "Little Drummer Boy" - Switched On Santa Joseph Byrd - "Silent Night" - A Christmaws Yet to Come [R.I.P.] Flowting Clouds - "Earth, Sun, Moon" - Earth, Sun, Moon [Due to a 'file management error' last week, the wrong track was played on the show. This has since been corrected, thus this week we present the real 'Earth, Sun, Moon'.] https://www.wfmu.org/playlists/shows/159340

The Bank of Japan raised its short-term policy rate by 25 basis points to 0.75%, the highest in nearly 30 years. Despite the rate hike, the Japanese yen fell against the U.S. dollar, while bitcoin saw a slight increase in value.~This episode is sponsored by Mevolaxy & BTCC~Boost your crypto with Mevolaxy ➜ https://bit.ly/MevolaxyBTCC 10% Deposit Bonus! ➜ https://bit.ly/PBNBTCC00:00 Intro00:10 Sponsor: BTCC00:50 As expected02:00 End of the road for the Yen?02:30 More rate hikes coming through mid 202703:30 Recession levels05:00 Consumer Sentiment record low06:00 FOX trying to twist the numbers07:30 Fear and greed08:30 Bitcoin ETFs vs Wall Street09:45 Contrarian view point11:00 Institutional inflection point12:00 Maybe Santa rally still in play?14:10 Sponsor: Mevaloxy16:20 Bitcoin vs S&P 500 chart17:20 Tariffs in trouble17:50 Fed chair announcement soon18:30 Trump announces patriot games19:15 Outro#Crypto #Bitcoin #ethereum~Japan Rate Hike Fears Over?

Send us a textUS inflation slows notably, corroborating dovish Fed cut bets. Dollar holds steady as data may be distorted by US shutdown. BoE lowers rates, signals slower reductions ahead; ECB stands pat. Yen tumbles as traders sought clearer clues about BoJ's next moves.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD

#Japan #JapanAktien #Kapitalmarkt #Börse #Investieren #Geldanlage #Aktienmarkt #Asien #AsienInvestments #Wirtschaft #Wirtschaftspolitik #Geopolitik #TokioBörse #CorporateGovernance #Aktienanalyse #Finanzpodcast #InvestmentPodcast #DJE #DJEKapital #Marktanalyse #GlobalInvestingSteht Japan vor einem neuen Aufbruch? Politik, Reformen und Chancen für AnlegerHallo und herzlich Willkommen zu einer neuen Folge unseres Podcasts!Japan galt über Jahrzehnte als Sonderfall an den Kapitalmärkten: schwaches Wachstum, niedrige Zinsen, wenig Momentum. Doch 2025 mehren sich die Zeichen eines strukturellen Wandels.In dieser Folge unseres Podcasts sprechen wir über die überraschende Wahl von Sanae Takaichi zur ersten weiblichen Premierministerin Japans, den politischen Kurswechsel hin zu einer expansiveren Fiskalpolitik und die wachsenden Spannungen in der Geldpolitik zwischen Regierung und Bank of Japan.Ein weiterer Schwerpunkt liegt auf den Kapitalmarktreformen der Tokioter Börse: bessere Corporate Governance, höhere Kapitaleffizienz und ein verändertes Marktverhalten, das klassische Japan-Strategien infrage stellt.Was bedeutet dieser Mix aus Politik, Reformen und Geopolitik für Yen, Aktienmärkte und internationale Anleger? Und steht Japan tatsächlich vor einem neuen Aufbruch?All das besprechen Host Michael-Philip Müller mit DJE-Analyst und Fondsmanager Moritz Rehmann.Wenn Ihnen der DJE-Podcast gefällt, abonnieren Sie uns gern auf Spotify und hinterlassen Sie eine Bewertung. So bleiben Sie auch in Zukunft über aktuelle Kapitalmarkt-, Länder- und Branchenanalysen informiert.Zum schriftlichen Branchenkommentar von Moritz Rehmann geht es hier:Japans neuer Aufbruch | DJE Kapital AGUnd wer uns lieber sehen mag beim Podcasten, der findet hier das Video auf unserem YouTube Channel:⁠https://youtu.be/vEd7oMYPNAU⁠Wir von der DJE Kapital AG wünschen Ihnen allen schon mal ein schönes und geruhsames Weihnachtsfest mit Ihren Liebsten und einen guten Rutsch ins neue Jahr! Vielen Dank für Ihr Interesse und Vertrauen an und in unsere Arbeit und bleiben Sie uns auch im nächsten Jahr gewogen.Marketing-Anzeige – Alle hier veröffentlichten Angaben dienen ausschließlich Ihrer Information und stellen keine Anlageberatung oder sonstige Empfehlung dar.Die in dieser Folge enthaltenen Aussagen geben die aktuelle Einschätzung der DJE Kapital AG wieder. Diese können sich jederzeit, ohne vorherige Ankündigung, ändern. Alle getroffenen Angaben sind mit Sorgfalt entsprechend dem Kenntnisstand zum Zeitpunkt der Erstellung gemacht worden. Für die Richtigkeit und Vollständigkeit kann jedoch keine Gewähr und keine Haftung übernommen werden. Der Podcast und sein Inhalt sind urheberrechtlich geschützt. Langfristige Erfahrungen und Auszeichnungen garantieren keinen Anlageerfolg. Wertpapiere unterliegen marktbedingten Schwankungen, die möglicherweise nicht durch das aktive Management des Vermögensverwalters ausgeglichen werden können. Bitte beachten Sie unsere Risikohinweise.

Japan Women's Golf to Hold 37 Events in 2026, Prize Money at Record 4.89 B. Yen

“We have been pounding the table on mortgage-backed securities,” says Frank Ros, and it's “great news” that spreads are still wide going into 2026. Frank also discusses the Yen carry trade and explains the importance of the Bank of Japan's interest rate meeting this week. He also looks at the overall U.S. economy and the bond market.======== 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

La Aemet activa esta tarde aviso amarillo en el Estrecho, por lluvia de 15 litros en una hora. El presidente de la Junta pone hoy la primera piedra de la ciudad de la justicia de Cádiz. Y el Instituto municipal de deporte de la capital aprobará hoy el pliego para licitar las obras del pabellón Portillo.Yen las últimas "Crónicas gustativas" del año, nuestro compañero Rafael Morro nos acercará a la auténtica receta del tocino de cielo . Escuchar audio

Dr. Gerd Kommer im Interview: Der „ETF-Papst“ erklärt, wie Privatanleger jetzt sinnvoll investieren – trotz KI-Hype, Big-Tech-Dominanz, Japan-Risiken, hoher Schulden und Zinswende. Welche ETFs sind wirklich gut? Ist der MSCI World noch ein solides Basis-Investment? Wie hoch sollten USA und Tech-Aktien im Depot maximal gewichtet sein? Und wo gehören Gold und Bitcoin in eine saubere Asset-Allokation? In diesem Gespräch sprechen wir Klartext über:

私事ですが、先月結婚式を挙げました◎というわけで今日の配信では、当日のエピソードを交えながら、日本の結婚式文化をドイツ語で説明するときに使えるフレーズを紹介します。結婚式のスタイル、準備、披露宴、ご祝儀など、日本ならではのポイントをシンプルなドイツ語でまとめました＾＾「日本の結婚式ってどんな感じ？」そんな質問にドイツ語で答えられるようになりましょう！‥‥‥‥‥‥‥‥‥■ 今日のまとめ過去配信「結婚しました

In dieser Episode von #Volatility blicken wir zurück auf ein Börsenjahr voller Gegensätze. Rekorde und Rückschläge, KI-Euphorie und Zölle, Zinssenkungen in Europa und Zinserhöhungen in Japan – 2025 hatte alles. Thomas Altmann, Head of Portfoliomanagement bei QC Partners, und Katharina Lehmann sprechen über die Performance von DAX, MDAX, S&P 500 und NASDAQ 100, die Entwicklung von Währungen wie Yen und Euro sowie die Achterbahnfahrt bei Bitcoin und Ethereum.

10/12 Fed e Oracle Day, futures prudenti. Oltre il taglio da 25pb, attese su previsioni future e possibili acquisti mensili da 45 miliardi di dollari di buoni del Tesoro americano. Decennale stabile. In Asia, listini in rosso. La Cina si conferma in deflazione. Yen ai minimi su euro, SK Hynex punta a quotarsi a Wall Street. Microsoft e Amazon: investimenti miliardari in India. Russell da record, Space X verso Ipo nel 2026. Incognite su Nvidia e Cina, Oracle è la prova del nove dell'AI trade. In Europa futures prudenti, oggi parla Lagarde. Focus su difesa, banche, Generali, Campari e Eni.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Depuis l'année 2024 et le début de la remontée du taux d'intérêt de la Banque Centrale du Japon (BoJ), les nouvelles opérations de carry trade en Yen japonais sont devenues marginales et 50% des positions ouvertes ont été clôturées. Malgré tout, cela n'a pas provoqué de krack mondial. Mais si le Yen devait rebondir trop fortement et si les taux japonais devaient encore monter plus rapidement, le risque d'impact négatif serait encore présent. Point complet, carry trade, Yen et BoJ avec Vincent Ganne.

A potential Bank of Japan (BOJ) rate hike could be the most important macro event for global markets.~This episode is sponsored by BTCC~BTCC 10% Deposit Bonus! ➜ https://bit.ly/PBNBTCC00:00 Intro00:10 Sponsor: BTCC00:45 ETH Comeback?01:10 Bank of Japan01:30 Global Margin Call01:45 Key decision02:30 Bear vs Bull case on Japan carry trade unwind03:45 Metaplanet Japan yield strategy04:50 CNBC: Microstrategy is now too complicated for investors06:00 Institutional grade compliance for USDSC06:30 Japan will flee to stablecoin yields06:50 Business model trumps nationalism07:30 Taxes08:00 Move ETH to from Base to Japan08:20 Cathie back Japanese Tom Lee08:40 First Japan staking DAT & corporate cash10:00 Trump has ETH Treasury10:10  ETH Transfer volume10:30 Jack Mallers tries to build Bitcoin DEFI without DeFi11:45 Cathie Wood: SUPER-exponential growth12:30 ETH is the new Tesla?13:00 Bitcoin Business Model Failing14:30 Outro#crypto #bitcoin #ethereum~Global Margin Call?

"I was at a tourism conference in Hangzhou in 2018, where Chinese companies showed how they were using AI to personalise travel for users. That's nearly eight years ago." In 2025, AI became a strategic commercial tool in all sectors, including travel and tourism. But it isn't widely understood just how effectively embedded AI already is in China's tourism sector, and how far ahead its leading players are to much of the world. On the final show of 2015, Gary welcomes back Joao Romao, Associate Professor at Yasuda Women's University in Japan, to debate the shifting Geopolitics of Travel in Asia six years after the first cases of Covid-19 were discovered in Wuhan, China. Joao is the author of Economic Geography of Tourism, which places contemporary tourism in the context of global economic, technological, societal, environmental and political challenges. We discuss the evolving AI-in-travel landscape and the multiplicity of post-Covid variables shaping travel decision making.  We analyse how Covid savaged the value of the Yen leading to a surge of inbound tourism, while making outbound travel expensive from Japan. And we dive into the implications for regional travel of icy bilateral relations between China-Japan. Plus, we look at the Middle East's investment-driven approach to tourism growth, and how this might impact South East Asian destinations in future. Meanwhile, what is the Circuit of Proximity, and why does it matter? And what did governments across Asia learn about their travel economies during the Covid shutdowns - and are those learnings are being effectively applied six years later?

Niels and Alan explore how a fragile macro regime reshapes systematic investing, from a politicised Fed succession to widening cracks in a debt-laden, equity-dependent economy. A shifting bond landscape, rising capital demands from AI and renewed tariff risks challenge the old 60/40 orthodoxy. Listener questions on US policy shocks and the Yen carry trade open a deeper look at when trend helps and when it hurts. The episode culminates in a world exclusive of SocGen's 2026 index changes and the first public reveal of Alan's new paper: The Regime-Adaptive Portfolio, for genuinely resilient, opportunity-aware global wealth compounding intelligently, prudently over the decade ahead.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on Twitter.Episode TimeStamps:00:00 - Voiceover and introduction to the Systematic Investor Series00:23 - Niels and Alan open, what is on their radar this week01:27 - Fed succession as a political risk factor and betting markets03:33 - Crypto moves, Vanguard's platform shift and MicroStrategy index pressure05:53 - Listener questions: can constant US policy shocks break trend?06:33 - Trouble for trend or just another regime to endure and adapt to08:55 - Short-term CTAs, Liberation Day and when speed becomes a handicap11:11 - How CTAs are positioned for a yen carry unwind and JGB nuances12:16 - November trend update, five straight positive months and short-term pain13:35 - World exclusive: new SocGen CTA and...

Hugh Hendry, "The Acid Capitalist," returns to the Julia La Roche Show. Hendry breaks down his "macro compass" portfolio framework: 25% equities (overweight Japanese stocks after their 35-year breakout), 25% US treasuries (buying TLT after a 50% decline), 25% alternatives (Bitcoin over gold due to market cap), and 25% strategic cash. His thesis: the treasury market is so large (100% of GDP) that it's prevented inflation despite massive deficit spending, but AI will cause 20% unemployment within 2-3 years. That unemployment will force governments into redistribution mode, finally breaking the system's ability to contain inflation. He discusses why tech valuations are near peak, why the yen carry trade matters, and why sterling may be the first major currency to collapse as the UK's service economy gets hit hardest by AI displacement.Hendry founded Eclectica Asset Management, a global macro hedge fund that was pretty much uncorrelated to everything in the financial universe. Hugh started Eclectica in 2002 and ran for 15 years before closing in 2017. He made more than 30% in 2008 betting against banks.This episode is brought to you by VanEck. Learn more about the VanEck Rare Earth and Strategic Metals ETF: http://vaneck.com/REMXJuliaLinks: Twitter/X: https://twitter.com/hendry_hugh Substack: https://hughhendry.substack.com/Podcast: https://podcasts.apple.com/us/podcast/the-acid-capitalist-podcast/id1511187978 YouTube: https://www.youtube.com/@HughHendryOfficial00:00 - Intro00:52 - The macro compass: 4 quadrant portfolio framework03:52 - Quadrant 1: Equities & why Hugh loves Japanese stocks06:10 - Pattern recognition: Buying 35-year breakouts08:32 - Quadrant 2: US treasuries (TLT) after 50% collapse10:35 - The AI singularity & 20% unemployment prediction12:48 - Cheap labor is over: The end of the China era15:07 - Why corporations will shed jobs (but won't admit it yet)18:37 - Quadrant 3: Gold vs Bitcoin - market cap analysis22:03 - Why Hugh prefers Bitcoin over gold25:46 - The currency quadrant: Which currencies to hold28:15 - Why the dollar may weaken despite being "king"32:28 - Hugh's trade of the year: Yen carry unwind38:42 - The reflexivity problem: AI makes everything cheaper43:15 - Why we didn't get hyperinflation despite massive printing48:29 - The treasury market as a "fire gap" stopping inflation53:14 - Tech valuations: Are we in a bubble?58:36 - Why Hugh thinks we're near peak valuations1:02:44 - Why the treasury market stopped inflation (100% of GDP)1:04:31 - The chaos trigger: 20% unemployment will break everything1:05:00 - Youth unemployment & the rise of socialist politics1:06:23 - NYC mayor & the "no billionaires" movement1:07:06 - The UK disaster: Disability spending & currency collapse1:09:34 - Sterling as first currency casualty of AI

Black Friday isn't a day anymore. Singles' Day now stretches across weeks. Quick commerce promises groceries in 15–30 minutes. In this APAC edition of Five Things Friday, co‑hosts Ngai Yuen Low & Ryf Quail break down how peak season is changing across China, Southeast Asia, Australia and Japan – and what it really means for consumers, retailers and retail property.Joining from WP. Kuala Lumpur and the Greater Sydney Area, Ngai Yuen and Ryf compare how Singles' Day has turned into a multi‑week promotion machine, why Black Friday lands very differently in Singapore vs Malaysia, and how Australia now treats November as a long sprint into Christmas.

De laatste maand van het jaar met de feestdagen voor de deur. Maar laat je als belegger nog niet in slaap sukkelen. Er gebeurt nog van alles wat de markten in beweging kan brengen. Het rentebesluit van de Fed bijvoorbeeld. En wat te denken van de Bank of Japan? Want weet je nog; de Yen carry trade van 2024? Simon Wiersma van het ING Investment Office legt het allemaal uit in de nieuwste Blik op de beursweek. Dagelijkse updates, uitgebreide analyses, inspiratie voor duurzaam beleggen en meer info bij deze podcast vind je op: ing.nl/beursnieuws. Beleggen brengt risico's met zich mee. Je kunt je inleg of een deel hiervan verliezen.

Japan Baseball: SoftBank Slugger Yamakawa Renews Contract at 450 M. Yen

Baseball: Nippon-Ham's Prized Pitcher Hiromi Ito Renews Contract at 340 M. Yen

Send us a textISM mfg slides but prices subindex rebounds. Dollar stabilizes asDecember rate cut chance slips somewhat. Yen retreats as JGB auctiondraws solid demand. Wall Street pulls back, gold eases after hittingresistance at $4,270.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD

Wir sprechen über die jüngsten Turbulenzen am japanischen Anleihemarkt und die Folgen des geplanten Konjunkturpakets, was Investoren stark verunsichert. „Japan macht Schulden, als gebe es kein Morgen. Man kennt das sonst nur aus Amerika. Es gibt ein neues Konjunkturprogramm, das die Schulden noch weiter nach oben treibt. Aber es gibt immer noch Mutter Natur - die Bank of Japan - und die würde diese Staatsanleihen ins eigene Buch nehmen. Überall sind die Notenbanken die Retter in letzter Instanz. Man lässt die Zinsen unten und der schwache Yen hilft der Exportwirtschaft", so Robert Halver. Der Experte von der Baader Bank weiter: „Es gibt keine Bankenkrise, keine Finanzkrise und keine Schuldenkrise. Denn das wäre die letzte Krise bevor unsere Finanzwelt drei Dinge macht: Puff, Peng, Paff. Das Geld geht sehr stark in die Aktienmärkte. Der weltweite Aktienmarkt ist die Rettung vor der Inflation. Und ich würde noch Gold dazu nehmen." Alle Details im Interview von Inside Wirtschaft-Chefredakteur Manuel Koch und auf https://inside-wirtschaft.de

Pakjesavond laat nog een week op zich wachten, maar de Tweede Kamer deelt deze week alvast cadeautjes uit. Zo gaat de voorgenomen verhoging van de vermogensbelasting toch niet door. Wat dat voor beleggers betekent, bespreken we in deze aflevering. Ook hebben we het over Arcadis, want het Nederlandse bedrijf wil zich gaan mengen in de AI-gekte. Het kersverse dochterbedrijf van Arcadis wint vier opdrachten in Duitsland om die te gaan bouwen. Daarmee zit de pijplijn bij Arcadis al vol met 229 projecten wereldwijd. En je hoort over de storing bij de Chicago Mercantile Exchange. Door een probleem met de koeling in datacenters lag de handel in opties, futures en ook valuta op z'n gat. See omnystudio.com/listener for privacy information.

In this Daily Editorial, we are joined by Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of the Marc to Market website. Marc breaks down the massive moves in the precious metals market to end the month, with Silver surging over 7% to break $57/oz and significantly outperforming Gold. We discuss the macro drivers behind this rally, primarily the shift in market sentiment which is now pricing in an ~80% chance of a Federal Reserve rate cut in December. Marc provides his analysis on the weakening US Dollar, the tightening spreads between US and German debt, and the potential for a Bank of Japan rate hike next month. Key Discussion Points: Silver's Historic Breakout: Analyzing the $5+ move in Silver futures to over $57/oz. Is this the legendary "short squeeze" driven by dislocations in China, or a fundamental repricing? The Fed Pivot: US 10-Year yields are falling as the market aggressively prices in rate cuts for December and into 2026. Currency Markets: The US Dollar softens while the Yen strengthens on expectations of a BOJ hike. Marc also highlights the Australian Dollar as a standout. Equity Resilience: Despite valuation concerns, the S&P 500 continues to grind higher, fueled by liquidity and rate cut hopes. Sector Watch: A look at the Rare Earths sector, which remains in a downtrend despite the broader commodity boom.   Click here to visit Marc's site - Marc To Market   -------------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment Disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Rough Week – does not phase bulls! Bitcoin – Bottoming? Let’s take a look at Walmart and Target again Homeowners! Mortgage Reform? 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 - Short Week - Markets closed on Thursday and short Friday (1pm) - Can't have a down week for TDAY! - Too much table talk - Recession News - Let's take a look at Walmart and Target again - Homeowners! Mortgage Reform? Markets - Rough Week - does not phase bulls! - Bitcoin - Bottoming? - NVDA - China Bound? - NASDAQ Weighting Inflation - Still Up There - They are now pressing for a cut in December (How are we handicapping this?) - All of a sudden the parade of Fed speakers - all seem a bit more dovish. Meanwhile - President Donald Trump on Friday rolled back tariffs on more than 200 food products, including such staples as coffee, beef, bananas and orange juice, in the face of growing angst among American consumers about the high cost of groceries. - oranges, acai berries and paprika to cocoa, chemicals used in food production, fertilizers and even communion wafers. Quantum Stocks GOOD NEWS! - NO Recession risk! - Bessent says inflation due to services economy, not tariffs - Treasury secretary says Republicans should end filibuster in event of another shutdown - Bessent says administration working to lower prices where it can - Banking and insurance,  Software development and cloud services, Tourism, Restaurants and hospitality , Professional services (law, accounting, consulting) Rigging it - NEC Director Kevin Hassett emerges as frontrunner for Fed Chair as President Trump nears decision, according to Bloomberg Weird News - Buried in the NVDA earnings report - Remember back in September, the two companies announced a massive partnership that would include a $100 billion investment over time by Nvidia into OpenAI. - Nvidia said in its quarterly financial filing that there's no guarantee that the company will finalize an agreement with OpenAI. - Soooooo - is this all hot air???? More NVDA - Here we go. Another reversal - President Donald Trump will make a final decision on whether to allow Nvidia Corp. to sell advanced artificial intelligence chips to China. - The decision involves weighing the promotion of economic expansion against protecting national security, according to US Commerce Secretary Howard Lutnick. ------ Read that again - money versus national security - Allowing the sales would mark a significant easing of restrictions imposed in 2022 to prevent Beijing and its military from accessing the most powerful US technologies. Chip in question: H200 - Had some discussions about this - might as well as they will just get it on their own and this way we can control. (On the other hand, they have a long history of outsmarting us) EVEN MORE - NVIDIA issues memo to CNBC: The company said "We are not aware of any claims that NVDA has improperly capitalized operating expenses. Several commentators allege that customers have overstated earnings by extending GPU depreciation schedules beyond economic useful life" | - The tip of the Iceberg - this is what Michael Burry has been pressing..... HPQ Earnings - HP Inc. beats by $0.01, reports revs in-line; guides Q1 EPS in-line; guides FY26 EPS below consensus; increases dividend; announces company-wide initiative, includes job cuts - Stock down 6% Amazon - The Spend keeps going... - Amazon.com Inc. says it will spend as much as $50 billion expanding its capacity to provide artificial intelligence and high-performance computing services to US government entities. - Amazon Web Services plans to break ground next year on what will ultimately be 1.3 gigawatts of additional capacity across data centers designed for federal agencies, the company said in a blog post on Monday. Google/Berkshire - Berkshire Hathaway revealed a $4.3 billion stake in Google parent Alphabet (GOOGL.O), further reduced its stake in Apple - Google on a ramp since - new Gemini and... - Meta Platforms Inc. is in talks to spend billions on Google's AI chips, adding to a months long share rally as the search giant has made the case it can rival Nvidia Corp. as a leader in artificial intelligence technology. - Meta is in discussions to use the Google chips — known as tensor processing units, or TPUs — in data centers in 2027, and may rent chips from Google's cloud division next year. - Really smart people at Berkshire? What did they know? NASDAQ 100 - Uninvestable? - Top 10 stocks are over 70% weighting - SP500 top 10 stocks = 38% - This is not a diversified approach any longer - Coming up on next week's TDI Podcast - Howard Silverblatt - S&P Dow Jones - Keeper of the data Something They Don't Want You To Know - “Magnificent 7” Companies Reported Lowest Earnings Growth Since Q1 2023 - With NVIDIA reporting actual results for Q3 on November 19, all the companies in the “Magnificent 7” have now reported earnings for the third quarter. - “Magnificent 7” companies reported actual earnings growth of 18.4% for the third quarter. This earnings growth rate is below the average earnings growth rate of 28.8% for these seven companies over the previous four quarters. Novo Nordisk - Pummeled - Shares of Novo Nordisk on Monday fell to a four-year low after the Danish pharmaceutical company said a highly anticipated trial for Alzheimer's disease failed to meet its main goal. - The trial tested whether semaglutide — the active ingredient in Novo's blockbuster diabetes and weight loss drugs Ozempic and Wegovy — helped slow progression for Alzheimer's disease. -While treatment with semaglutide resulted in improvement of Alzheimer's disease-related biomarkers in two separate trials, this did not translate into a delay of disease progression, Novo said in a statement Monday. The goal had been to slow patients' cognitive decline by at least 20%. - Reminiscent of Pfizer - after Covid shot had noting left... Bitcoin - Live by the sword.... - iShares Bitcoin Trust had $2.2 billion in net outflows in November, according to WSJ - Big month of losses for crypto - not too much mention and support by Whitehouse - Selling started - coincidentally with  the pardon of Changpeng Zhao, the convicted founder of the Binance Remember DOGE - DOGE disbanded eight months ahead of scheduled end in July 2026 - Former DOGE employees take new roles in administration - Elon Musk initially led DOGE, promoting its work on social media - bagged out when stock tanked - DOGE claimed to have slashed tens of billions of dollars in expenditures, but it was impossible for outside financial experts to verify that because the unit did not provide detailed public accounting of its work. Walmart - Walmart raised its sales and earnings outlook last week as the retailer posted revenue gains in its fiscal third quarter, driven by double-digit e-commerce growth and new customers across incomes. - The retailer said it expects full-year net sales to climb between 4.8% and 5.1%, up from its previous expectations of 3.75% to 4.75%. - It said it expects its adjusted earnings per share to range from $2.58 to $2.63, a slight raise from its prior range of $2.52 to $2.62. - Stock went vertical ---- - Much different story than Target - WMT up 16% YTD - TGT down 37% Beef Prices - Not Going Down - Tyson Foods stock rallying on Monday following the company's official confirmation that it will shutter its Lexington, Nebraska, beef facility, a strategic move that validates earlier reporting by The Wall Street Journal. - The decision comes as the meat and poultry giant grapples with historically low U.S. cattle inventories, which have severely compressed margins and led to a reported $426 mln adjusted operating loss for its beef segment in FY25.| - Seems that investors like this decisive cost-cutting measure, viewing the capacity reduction as a necessary step toward restoring profitability in a challenging commodity environment. Japan - Japanese Prime Minister Sanae Takaichi's cabinet approved a 21.3 trillion yen ($135.40 billion) economic stimulus package last Friday, marking the first major policy initiative under the new leader, who has pledged to pursue expansionary fiscal measures. - The package includes general account outlays of 17.7 trillion yen, far exceeding the previous year's 13.9 trillion yen and representing the largest stimulus since the COVID pandemic. It will also include 2.7 trillion yen in tax cuts. - Problem is that the Yen is sliding and intervention is imminent - Inflation issue and they will make it worse with this stimulus Larry Summers? - Epstein Files - IS there any There , There? Talk about a 50 Year Mortgage? - Such a bad idea  - and these boneheads think it is smart - 30-Year Mortgage Monthly Payment: $1,610.46 Total Payment: $579,767.35 Total Interest Paid: $279,767.35 - 50-Year Mortgage Monthly Payment: $1,362.42 Total Payment: $817,449.78 Total Interest Paid: $517,449.78 Thanksgiving Costs 2025 National Average (American Farm Bureau Survey) - 2025: $55.18 for a classic dinner for 10 people (about $5.52 per person) - 2024: $58.08 for the same meal - Change: Down 5% year-over-year This is the third consecutive annual decline since the record high of $64.05 in 2022. Key Drivers Turkey prices dropped sharply: A 16-pound frozen turkey averages $21.50, down 16% from 2024. Sides are mixed: Dinner rolls and stuffing are cheaper (down 14.6% and 9%). Sweet potatoes and veggie trays are much higher (up 37% and 61%). Regional Differences South: $50.01 (most affordable) West: $61.75 (most expensive) Classic Meal for 10 ($55???????) 16-pound turkey (frozen, whole) Stuffing mix (14 ounces) Sweet potatoes (3 pounds) Rolls (12-count package) Peas (1 pound) Cranberries (12 ounces) Carrots and celery (for a veggie tray) Pumpkin pie mix (30 ounces) Pie shells (two, 9-inch) Whipping cream (half pint) Milk (1 gallon) - Love the Show? Then how about a Donation? THE CTP FOR: iShares Bitcoin Trust ETF (IBIT) 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

Japan is undergoing a profound economic transformation under its first female Prime Minister, Sanae Takaichi, whose growth-focused "Sanaenomics" policy drives investment in critical areas such as infrastructure, tech and energy. After decades of deflation, inflation has reached 2.9%, supported by a robust 5% wage growth, boosting consumption and corporate earnings.In this episode, Ayako Lehmann speaks with Louis Chua, Asia equity research analyst at Julius Baer, about the investment landscape for Japan, against a backdrop of structural corporate reforms, strengthening earnings, and rising shareholder returns, and explores the opportunities and risks to watch ahead.(01:25) - What can we expect from Sanae Takaichi's agenda? (02:25) - Japan's shifting economic landscape (03:40) - Green shoots in Japan corporate reform (05:21) - Growing influence of activist investors (06:50) - Takeaways from Q3 earnings (08:39) - Diverging paths between small and large caps (10:17) - How does the weakening Yen impact Japanese businesses? (11:31) - Risks to watch (13:33) - Rising Japanese bond yields – a cause for concern? (15:07) - Are Japanese bonds finally attractive for international investors?

In this week's Macro Mondays, Lisa Aziz joins James Brodie and James Todd to break down the key macro trends driving global markets. With US labour data showing early signs of strain, unemployment rising, and consumer confidence sinking to its lowest levels since 2022, recession risk is moving sharply higher.AI-linked equities face renewed volatility as NVIDIA's blockbuster earnings failed to lift markets, triggering a multi-asset liquidation event. UK data softens further ahead of a critical budget, while currency markets rotate back into dollar strength. Commodities remain mixed—gold clings to key support, copper holds firm, uranium unwinds, and Brent struggles as geopolitical risks collide with weakening macro signals.Key highlights include:✅ US unemployment ticks higher; weekly jobless claims exceed expectations✅ Michigan consumer confidence falls to the second-weakest level since 1990✅ Inflation re-accelerates to 3% YoY, complicating the Fed's December meeting✅ UK retail sales disappoint; PMIs weaken; budget deficit widens✅ Pound breaks key support as UK sentiment deteriorates✅ NVIDIA beats expectations but triggers heavy tech liquidation✅ SPX, AI stocks & leveraged tech positions unwind sharply✅ Oracle CDS jumps as markets question AI-linked debt loads✅ Gold holds support; copper resilient despite broader volatility✅ Uranium sells off as power-demand assumptions face scrutiny✅ Bitcoin drops 24% in November — worst month since June 2022✅ Markets price a 77% chance of a Fed cut on December 10

We got numbers! NVIDIA EARNINGS – now we know – remarkable turnaround on the news. Yen at critical levels – global markets should be on alert. This week’s guest – Tim Knight – a self proclaimed Permabear. NEW! Download the AI Generated Show Notes (Guest Segment) Tim Knight has been charting and trading since 1987. His first stock trade was, in fact, on October 19, 1987 – the day of the crash – which perhaps goes a long way explaining his disposition toward bearishness. He has been involved in personal computers since late 1979 and, starting at age 16, began writing a couple dozen books about using and programming computers. His most recent writing has been focused on charting and the history of financial markets, including his newest books, Panic, Prosperity, and Progress, and, more recently, Silicon Valley Babble On and Solid State, his first novel. He has been running Slope since March 29 2005 and has, during that time, written more than 30,000 posts on the site. In 1992 Knight founded Prophet, a web-based technical analysis company that was acquired by Investools (and, later, Ameritrade) in January 2005. Tim served as Senior Vice President of Technology for Investools from 2005 through 2010. Both Barron's & Forbes consistently named Prophet the #1 website for technical analysis. Besides running the Slope of Hope, Tim also hosts a daily show on the tastylive network, Trading Charts with Tim Knight. You can find Sam Burns & Mill Street Research at https://slopeofhope.com/ and on Twitter at @slopeofhope. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE Stocks mentioned in this episode: (NVDA), (GLD), (BTCUSD), (MSFT), ($YEN)

Since its release, Demon Slayer: Kimetsu no Yaiba: The Movie - Infinity Castle has become the highest-grossing Japanese movie of all time. With this in mind, there's one milestone fans of the biggest and most successful modern Shonen battle anime have been hoping it would reach: becoming the first anime movie ever to gross over one billion dollars.Demon Slayer: Infinity Castle has broken records at the box office, but not in the way fans had hoped. Per Oricon, the sequel to 2020's Mugen Train has officiallybecome the first-ever Japanese film to gross over 100 billion Yen, or 647 million dollars, at the global box office. Specifically, Infinity Castle has grossed approximately 106 billion Yen, or 688 million dollars.Support The Podcast!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://creators.spotify.com/pod/show/roose366/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow For More Content &Streams!Science Podcast: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://open.spotify.com/show/5nFXe9dPeWrMpyObyAlrnF?si=7358d1cf32cb45b7⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube Gaming: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@RooseJp/videos⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tiktok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@podcastonanime⁠⁠⁠⁠⁠

Japan is putting together one of its most significant updates to crypto regulation in years. The government is preparing to reclassify digital assets under financial-instrument rules and lower the tax burden for investors across the country. Meanwhile, Trump is targeting Ripple rival bank JP Morgan who is allegedly partnering with China to spy on Americans.~This episode is sponsored by Mevolaxy~Boost your crypto with Mevolaxy ➜ https://bit.ly/Mevolaxy00:00 intro00:05 Japan vs China00:37 Taiwan Tensions Rise01:28 $110 Billion Stimulus Incoming01:59 Alibaba x JP Morgan: Triggers Trump Investigation03:23 Trump Targeting JP Morgan04:24 Japan Lowering Taxes on Crypto04:50 Crypto Green List05:35 Japan Loves $SHIB06:30 Sponsor: Mevolaxy09:00 Japan Stablecoin Launched10:19 Polygon & Avalanche10:43 Ripple $RLUSD Japan in 202611:18 Japan Sony Gaming12:00 Soneium Super App12:39 Soneium Flips Ethereum13:04 China CBDC vs Stablecoins14:09 Ethereum Fusaka Upgrade14:39 More Upgrades Coming in 202615:25 Why Japan Loves Ethereum16:07 Major Announcement Tomorrow16:41 outro#Crypto #Ethereum #XRP~Japan Declares Crypto War on China

Season 4's sophomore episode features some thieving Rats, a wandering Yen and a totally normal, not at all strange barber surgeon named Regis. Played by a scene-stealing Laurence Fishburne, Regis is also a home distiller and the reason we sought out a bottle of the gothic af Von Payne Black Blended Whiskey to pair this one with. (The fact that it also looks a little bit like blood is just a coincidence, we swear.) While we both agree that the newest member of Geralt's hansa is a delight, we're not at all aligned when it comes to choosing our favorite member of the Rats, deciding whether someone should give Jaskier a sword and counting up this week's “Hmms.” But we're still both very confused about what's going on with Geralt's pants, so at least there's that. Track: Johann Sebastian Bach - Toccata and Fugue in Dm, BWV 565 Provided by Classical Music Copyright Free [https://tinyurl.com/visit-cmcf] Watch: https://youtu.be/jTN6ibiJ9bA?si=I_JwpFii-e_OtGDD

Season 4 has finally arrived and we're welcoming it back in grand style with this look at its first episode—the good (hello, Liam…), the bad (…and Nimue…), and the WTF (…uh, Keira?!?). Over a bottle of Starward Two-Fold, Tim proudly redeclares his love for Milva, while Valerie finds much to appreciate in new character Stefan Skellen…even if she keeps getting him mixed up with Stellan Skarsgård. We also debate the merits of blood splatters, get to the bottom of Yen's portaling problem and settle the question about which actor looks better in Geralt's wig. Plus, we bring back our “hmm” count, elaborate on some book differences and shoot some terrible banana liqueur that haunts our nightmares to this day. In short, it's a truly generous pour of an episode…and we're just getting started! Hold music: "Local Forecast - Slower" by Kevin MacLeod

Dennis is joined by filmmaker Yen Tan whose latest movie All That We Love starring Margaret Cho and Jessie Tyler Ferguson is opening Outfest Next this week and hitting cinemas and streaming soon after. The film is about a woman in midlife who loses her dog and how she carries on after that loss and how she manages the relationships in her life, including her grown daughter, gay best friend and estranged ex-husband. Yen talks about the real life experiences that inspired the film, shooting in Los Angeles after making most of his previous projects like Ciao, 1985 and Pit Stop in Texas. Other topics include: his movie poster design side hustle, having an Evil Dead full-circle moment on set and watching Showgirls over and over during the pandemic.

Hasta las 9 de la mañana sigue activo el aviso amarillo en el litoral gaditano por tormentas. Tras cruceros coinciden hoy en el puerto de Cádiz, serán 14 a lo largo de la semana. Y los mercados de Cádiz celebran hoy la fiesta de "Tosantos".Yen "Crónicas gustativas", nos acercamos a Sanlúcar para conocer el vino espumoso con uva Palomino de Bodega en Movimiento.Escuchar audio

durée : 00:15:39 - Qigang Chen : "Er Huang" - Shao-Chia Lü, Chun-Chieh Yen et l'Orchestre philharmonique de Taïwan - Né à Shanghai, élève d'Olivier Messiaen et Betsy Jolas, Qigang Chen est devenu l'un des plus éminents compositeurs de son pays de naissance. Commandée par le Carnegie Hall et créée en 2009, sa pièce "Er Huang" rend hommage aux opéras pékinois que le compositeur a voulu remettre à l'honneur. Vous aimez ce podcast ? Pour écouter tous les autres épisodes sans limite, rendez-vous sur Radio France.

Le sujet : Vous investissez massivement dans des ETF et des actions américaines sans vous soucier du risque de change ? Erreur fatale. Découvrez pourquoi vos gains peuvent s'évaporer à cause du change et comment vous en protéger.L'invité du jour :Kévin Thozet est Portfolio Advisor et membre du Comité d'investissement chez Carmignac.Au micro de Matthieu Stefani, il explique comment gérer ses investissements lorsque le dollar se dévalorise.Découvrez :Les chiffres fous du marché des devisesPourquoi le dollar est en chute libre en 2025Pourquoi vous perdez de l'argent avec vos investissements américainsComment se protéger face au risque de changePourquoi le yen est une devise à suivre de prèsIls citent les références suivantes :L'indice Big MacAinsi que d'anciens épisodes de La Martingale :Épisode #122 avec Maxime Carmignac : Investir dans des entreprises familialesOn vous souhaite une très bonne écoute ! C'est par ici si vous préférez Apple Podcasts, ou ici si vous préférez Spotify.Et pour recevoir toutes les actus et des recommandations exclusives, abonnez-vous à la newsletter, c'est par ici.La Martingale est un podcast du label Orso Media.Merci à notre partenaire Enky de soutenir le podcast.Bénéficiez de 100€ à 300€ crédités selon le montant investi en cliquant sur ce lien.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

The dollar's lower as the Yen moves up, all while yields tick higher on comments highlighting a weaker U.S. labor market. Kevin Hincks reports from the Cboe Global Markets to highlight under-the-radar market moves to watch ahead of Friday's opening bell. On the FOMC, Kevin talks about how it is narrowing the list of candidates to take over Jerome Powell's position. Among the names included: Kevin Hassett, Michelle Bowman, and Christopher Waller. He also touches on what to watch into the start of earnings season next week.======== 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

Today we were thrilled to host Julien Dumoulin-Smith, Managing Director of U.S. Power, Utilities, and Clean Energy Research at Jefferies. Julien joined the firm in July 2024 after serving as a Senior Research Analyst at Bank of America Merrill Lynch and as an Executive Director at UBS. He holds an MBA and a B.S. in Applied Mathematics from Columbia University. Institutional Investor magazine has ranked Julien as a #1 double-ranked analyst in both Utilities and Alternative/Clean Energy, and he was inducted into the II Hall of Fame for his cumulative accomplishments. It was our pleasure to welcome Julien to our office and hear his thoughtful perspectives on the ever-evolving energy and power landscape. In our discussion, we explore Julien's coverage universe, which he describes as “the full electron and derivatives landscape” spanning utilities, IPPs, renewables, gas plants, industrial adjacencies, and service providers. We discuss the influx of new investors entering power and utilities, Julien's observation that the biggest surprise isn't data center proliferation, but rather how tech companies are paying premiums for power to secure supply, and how utilities once seen as “defensive” are now showing growth characteristics. We touch on the tension between tech companies' need for rapid, large-scale power and their reluctance to become capital-intensive or FERC-regulated, why we're not seeing more long-term offtakes with existing power plants and how state level politics play into it, and how legacy players, new entrants, and regulators are all adapting to a power market being reshaped by AI demand, infrastructure bottlenecks, and novel deal structures. Julien shares that rising inflation across the economy is showing up in utility bills and expresses concern that LNG developers or data centers could be scapegoated for higher gas and power prices. He highlights the parabolic rise in the value of capacity and reliability, the drivers of power inflation including turbine shortages and rising capital costs, whether utilities are properly incentivized to control costs, the role of demand-response mechanisms, and how regulatory and state-level actions are shaping markets. We cover power market scenarios for high and low demand cases, the role of innovation in batteries, fuel cells, and other technologies, and the tension between patching existing systems versus building large-scale infrastructure. We also discuss constraints on ramping renewables, the growing influence of behind-the-meter power, implications for Q3 earnings, and much more. We covered a lot of territory and greatly enjoyed the conversation. To be added to Julien's research distribution list, click here. To start the show, Mike Bradley noted that markets continue to be mostly focused on the U.S. Government shutdown. The 10-year bond yield continues to trade sideways at ~4.1% with economic reports on pause until the government reopens. Internationally, Japan's Liberal Democratic Party elected Sanae Takaichi (who is viewed as fiscally expansionary), which some believe increases the risk of an unwind of the long-standing Yen carry trade. The S&P 500 is up roughly 80bps since the government shutdown, with Healthcare and Technology outperforming. He highlighted AMD's chip deal with OpenAI, which added roughly $70B in market cap, and Oracle's pullback on AI cloud margin concerns. On the crude oil market front, WTI price has increased modestly this week due to OPEC+ announcing a smaller than expected ~135kbpd oil production increase for November. While this could widen the 2026 surplus, traders are weighing when and how prices might react amid limited OPEC spare capacity. On the energy equity front, he pointed out FERMI America's strong IPO debut and continued investor enthusiasm for electricity generation. He ended by flagging the upcoming Rockpoint Gas Storage IPO (280bcf in Canada &

A thousand facets sits with Kayo Saito, they discuss her upbringing in Japan, her start on jewelry creating paper pieces and how she moved to metal and now lapidary! About: I really cherish the little wonders that nature throws our way.  It could be tender young leaves sprouting, the scent of opening buds, or decaying leaves curling up.  I design and make jewellery to reconnect us to nature. In my workshop, all the parts and elements are made by hand, making each piece unique. You can follow Yen on Instagram @kayosaitojewellery or her website https://www.kayosaito.com/ Please visit @athousandfacets on Instagram to see some of the work discussed in this episode. Music by @chris_keys__ Learn more about your ad choices. Visit podcastchoices.com/adchoices