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Platinum is the only precious metal that has avoided a meme phase. Platinum is a precious metal. Ardagh Metal Packaging S.A. (NYSE:AMBP)

Ed Zitron is an optimist! I suspect the delays, cost overruns and huge costs to build and run data centers will put an end to the idea of building super computers for google searching as a profitable scheme.

Japan is my Darkhorse candidate for being ground zero of the next gigantic banking/financial/economic crisis that will engulf the West. The year ahead will likely be marked by greater geopolitical and financial turmoil.

Goldman Sachs says “we are not in a bubble… yet” Halliburton is suing Venezuela for the money it lost as a result of US sanctions on Venezuela. Minnesota Rusco, a Minnesota company, shut down in early November of this year. Botswana has slowly taken over the international diamond trade, including the company De Beers. China exports to America are falling fast, while the countrys exports to other regions — Europe, Southeast Asia, and Latin America — are booming. Prenetics stopped daily bitcoin purchases on December 31.

Protagonist Therapeutics (NASDAQ: PTGX) was all the rage on the stock market Friday. Wall Street Journal reported Johnson & Johnson was in discussions to acquire Protagonist. The two companies collaborate on the development of a drug that combats. Protagonist Therapeutics announces oral and poster presentations on rusfertide at the 67th annual American Society of Hematology (ASH) Annual Meeting being held in Orlando, Florida, from December 6-9, 2025.

Verisk has terminated its definitive agreement to purchase AccuLynx, a SaaS platform providing end-to-end business management workflow for residential property contractors with expertise in roofing. The Jersey City-based data analytics and technology provider announced the move Dec. 29, 2025. Verisk scraps $2.35b acquisition of roofing software maker AccuLynx - SiliconANGLE [the voice of enterprise and emerging tech]

Dave explores a precious metal sector rotation strategy – peak prosperity. Silver hits new all-time high as fed restarts money printing.

Lower mortgage rates have led to pickup in purchase mortgage applications, but this hasnt led to significantly more sales. Hedge funds borrow in the repo market to fund Treasury purchases.

Supply of single-family homes dipped along seasonal patterns to 4.0 months (red line with big squares in the chart below), the highest for any November since 2018. Few homeowners will have financial difficulties with low mortgage rates. Rents spiked in San Francisco, Chicago, NY City, Rochester, Kansas City… rose more slowly. Existing home sales (SA) down slightly in December compared to December 2024 (4.29 million SAAR) I expect New Home sales to be mostly unchanged year-over-year. Alpenglow is expected to be implemented on testnet by December, with a mainnet rollout in Q1 2026.

ConocoPhillips has struck gas in the second of two costly exploration wells off Victoria. Ryan Lance spent the first 15 years of his career in Alaska.

Warren Buffett steps down as CEO of Berkshire Hathaway. Buffett transformed the once-failing textile business he spent 60 years building into one of the worlds largest and most powerful companies. Buffett has long dismissed Bitcoin, famously calling it rat poison squared squared Warren Buffett exits CEO role at Berkshire Hathaway after decades. Greg Abel will assume responsibility for Berkshire Hathaways annual shareholder letters. Investors keen to see whether Abel will carry on with Buffets investing philosophy.

Berkshire Hathaway amasses record $382 billion cash as Warren Buffett retires after six decades. Massive liquidity and stock sales signal caution, positioning Berkshire for downturn-driven acquisition opportunities.

The number of REOs decreased to 4,496 at the end of Q3 2025, down 4% from 4,666 at the. end of the previous quarter, and down 31% year-over-year from 6,481 in 2024. Uruguay is one of the few countries getting better, with one of highest democracy index. The J6 Bomber Story Begins To Fall Apart. The FBI managed to arrest 1000+ people, mainly on their cell phone pings. Then Steve Baker of Blaze Media broke the story that ‘gait matching and other evidence had led him to conclude that the bomber was actually a Capitol Hill police. Wolf Richter says there is no amount of money that is enough. Private equity companies have been acquiring long-time family-owned HVAC, plumbing and home remodeling companies in the Twin Cities. The financial world now is Japan at its peak and the USA in 29, its going to take time to heal from this fall. 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. Being the dominant reserve currency had the effect of helping the US borrow more cheaply. There is no way to stop this train. Spending cuts of 20% or higher across the board is needed. We are in what Jeremy Grantham calls our third and probably most epic asset bubble in only 25 years. We no longer know what is real even if we see it with our lying eyes because of AI. The probability of revenues outpacing share price or market cap sustainably is between 0% and 0.0%. Strauss and Howe predicted in 1996 that the next fourth turning would show up circa 2010 and probably be triggered (but not caused) by a financial crisis. The catalyst will unfold according to a basic Crisis dynamic that underlies all of these scenarios. SoftBank CEO Masayoshi Son is putting his money where his mouth is. KFF Health News has reported multiple cases of deaths and serious harm from liposuction at private-equity backed Elite Body Sculpture and other plastic surgery chains in the US. FDA Commissioner Marty Makary wrote that “deceptive advertising is sadly the current norm. Barry Ritholtz sits down with Jay Leno about cars, watches, watches and pretty much everything else. The new tariffs were partly passed through to consumers, starting March 2025. Existing home sales are depressed and tracking last year (sales in 2024 were the lowest since 1995) Existing sales are down, but there will not be a huge wave. Becton, Dickinson and Company (NYSE:BDX) generated lower-than-expected revenue in q2 - insider monkey. Shares of BDX have dropped 14.4% over the past 52 weeks, underperforming the S&P 500 Index. By 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000. 16 of 20 markets declined month-over-month in October, signaling broad stagnation. Chicago leads all major markets with a 5.8% annual price gain, followed by New York at 5.0% and Cleveland at 4.1%. Europe needs to look for friends and allies — and export markets — other than America. Japan is already benefitting from greenfield FDI in a few places. Taiwan Semiconductor Manufacturing Company pioneered the ‘pure-play foundry’ business model. Sakana sends a signal that Japan is a viable destination for international investment in the software industry in general, well beyond AI. Bitcoin traders are missing a critical warning signal, says Noah Smith. Banks are desperate, the Fed is “money printing,” and Bitcoin is about to surge. Small business is the lifeblood of Japanese cities — and, in many ways, of the Japanese middle class. There are signs that Japan is already beginning its industrial revival, says author. Government-directed big corporate sector and entrepreneurial sector may have contributed to its economic success. A wave of foreign entrepreneurs and foreign funding could help Japan shore up its weak spot.

CPI and jobs numbers drive much of how people deal with the economy. Zillow projects OER at 2.2% and RPR at 1.1% (by 11/26), which would be supportive of 2% overall CPI. Mortgage Refinance Retention Retention Hits Multi-Year High as Falling Rates Spur Activity Among Recently Originated Loans. The decline in Q1 had been driven by an explosion of imports due to tariff frontrunning. But Gross private domestic investment deducted 3 basis points from GDP growth, with fixed investment adding only 19 basis points. Two refineries are giving California the middle finger and leaving – Phillips 66 refinery in Los Angeles and a Valero refinery in Venicia. War4theWest responds to a clip from the Tucker Carlson Show, featuring Ivy League professor Dave Collum. Diana West: Well, I am a Jew, and I agree with that. Howard Stern Edition - The Big Picture Home Invest with Barry Speaking. Barry Ritholtz and Bill Artzerounian discuss tax diversification. Foreign investment in Japanese semiconductor industry is being done with significant help from the Japanese government. Cheap currency makes anything produced in Japan more competitive in world markets. A complex, diversified economy tends to grow faster than one that focuses on a single range of industries. Foreign investors are stepping up investment in Japanese startups, spending 70% more on the year in January-June period. Berachain entered 2025 as the markets favorite “native DeFi L1” with total value locked (TVL) surging above $3.2 billion shortly after launch. Metaplanet has now spent roughly $3 billion accumulating bitcoin at an average cost of about $107,600. Metibonatu : Mega Block Handling Freed CHirtingfeedingtrackingclassified Pyro SOL ETFs have generated more than $600 million in net inflows according to data from SoSoValue. Pudgy Penguins is now live on the Exosphere of @SphereVegas. Tether leads in transaction activity. Asia Pacific region expected to grow at 11.5% CAGR, faster than the global average. YPFs plans to invest $36 billion between 2025 and 2030.

Benzinga s options scanner spotted 16 uncommon options trades for AbbVie. The major market movers are focusing on a price band between $120.0 and $250.0 for the company. Cerevel Therapeutics president and chief executive officer Ron Renaud added, “Cerevel has always been committed to transforming what is possible in neuroscience

U.S. real GDP grew at a 4.3% annual rate in the third quarter. Econbrowser recession indicator index down to 2.7%, a historically very favorable level.

US dollar as Global Reserve Currency: USD Share Drops to Lowest since 1994. US gold reserves are now at 90-year lows, while the rest of the world has pushed their holdings to near 50-year highs. US Rents for single-family homes in San Francisco, Chicago, NY City, Rochester, Kansas. The global Bitcoin hash rate climbed alongside the price from April through October, ultimately hitting a new all-time high of 1.15 quintillion hashes per second on October 20. In 2025, individual investors and hedge funds were among the most likely groups to hold spot crypto ETFs.

Amgen Inc. (NASDAQ:AMGN) Nasdaq Index Biotechnology Leadership Focus. TrumpRx signs agreement with nine new pharma manufacturers.

Shoe Carnival announces new share repurchase program for up to $50 million of its common stock, effective January 1, 2026, replacing the existing program set to expire on December 31, 2025. As of December 12, 2025, the company operated 428 stores across 35 states and Puerto Rico. Shoe Carnival reported strong first-quarter results, with profits exceeding expectations by about 10%. CEO Mark Worden highlighted success of the Shoe Station growth strategy.

Tylenol, among Johnson & Johnsons most trusted brands, almost caused the company to crash in 1982. Fortune magazine ranked the company as one of the most admired corporations.

Tickets for the 2026 Chubb Classic in Naples are now on sale for Thursday, Feb. 20. Tickets must be reserved online and are available at ChubbClassic.com.

Latin America has been one of the most important sources of income for (mostly Western) corporations seeking legal damages against national governments. CCM Investment Advisers acquired 11,189 shares of KLA Corporation, representing an estimated $12.07 million. Communities in the U.S. and abroad are increasingly opposing data centre projects due to concerns over energy costs, water shortages, and environmental damage.

10-year treasury bond has dropped 8 basis points since hitting 4.20 last week. Federal government spending rose by 2.9% annualized, after two quarters of declines, on a jump in national defense spending. Japan largely missed out on the internet software boom. The more Japan becomes an attractive platform for export production, the more reason there is for Japanese companies and foreign companies to invest in Japan. The most obvious selling point is the weak yen. A third strong point is Japans deep network of suppliers.

50% surge in involuntary part-time work signals deepening recession. Precious metals explode to new highs as Fed restarts money printing with “ample reserves” Bank credit actually shrank this week by a fair amount.

Constellation generated 83.7% of its revenue from beer. Serbian auto brands have established manufacturing sites in Serbia. Serbia was likely chosen for a range of factors, including free trade agreements.

Apple is embroiled in a stock option backdating scandal that led to the dubious awarding of stock options to Steve Jobs. Warren Buffett exits his CEO role at Berkshire Hathaway BRK.A. BRKB. Apple stock options backdating scandal caused concern at Apple. Steve Jobs was awarded 7.5 million shares, approved at Apples board meeting on August 29, 2001. Apple missed the deadlines it needed to file with the SEC. Apple is steadily moving more iPhone production to India. Japans consumer electronics are no longer the cutting edge.

CoreWeave — a tech company most consumers have never heard of — has shed 60 percent of its stock value, wiping out about $33billion in paper wealth. Halliburton is suing Venezuela for the money it lost as a result of US sanctions.

Basel III banking regulations classify gold as a Tier 1 asset at full rather than discounted value. The battle to create a Jewish state did not begin post-WWII.

US Rents for single-family homes Surge, Pull Further away from Multifamily. Second-lien home equity withdrawals surged to 18-year high in Q3 2025. Low existing mortgage rates make it difficult for homeowners to sell their homes. The Weeb Dream can help Japan become a destination for the capital that its startup ecosystem struggles to find at home. Argentina has overtaken Colombia as the next country to overtake Colombia in oil output. Alpenglow is expected to be implemented by December.

Barry Ritholtz: The Big Picture Home Invest with Barry Speaking Contact MiB Podcast The transcript is below. China bet on batteries and electric motors in a way the rest of the world didnt, and that bet is bearing fruit. Europe needs to be able to build not just drones, but every single thing that goes into making drones.

Sakana AI produced 428 bitcoins in November, a 14% decline from the same month a year earlier. Sakana is currently building a large mining facility near the Kalinin Nuclear Power Plant.

#10 Navan went public in October at the IPO price of $25 a share, but on the first day of trading, shares dropped right out of the gate and never traded at IPO price. The Compound Media, Inc., an affiliate of Ritholtz Wealth Management, receives payment from various entities.

Barclays issues warning for any customer with a debit or credit card - birmingham live. barclays issues warning.

While at Cornell Dave has served as Director of Undergraduate Studies.

Mastercard shares have traded at a price-to-earnings (P/E) ratio of 37.9. Mastercard is 7% more expensive than its trailing-10-year average. Visa maintains a critical advantage -- its operating margin remains an industry-wide advantage. Mastercard has paid and raised its dividend for 14 consecutive years. Visa has a slightly better balance sheet, with $6.3 billion in net debt compared to Mastercards $9.5 billion. Mastercard processed $9 trillion worth of transactions in 2024.

Starbucks CEO Brian Niccol says a Reddit thread about people interviewing at the company convinced him his ‘back to Starbucks’ plan is working. Niccol’s plan aimed at making Starbucks cafes warm and inviting places. Starbucks will bring two new matcha drinks to the February 2026 menu. The famed raspberry syrup will be part of the year-round menu. Six new bakery items will be added to the menu.

Sakana sends a signal that Japan is a viable destination for international investment in the software industry in general, well beyond AI. Gold and silver bested bitcoin in 2025, while international stocks outperformed the U.S.

Morgan Stanley analyst James Faucette downgraded PayPal from equal-weight to underweight. Morgan Stanley said PayPal is losing market share to competitors because the company has moved “too slowly” on branded checkouts. House of Doge went public on the Nasdaq in October.

Goldman Sachs has cautiously touted that “we are not in a bubble… yet,” and the reason for this is that companies like Alphabet (Googles parent company), Nvidia and Microsoft are making hundreds of billions of dollars.

Equinix agreed to pay $41.5 million to settle a class action lawsuit alleging the company inflated key financial metrics between 2019 and 2024 by misclassifying routine maintenance costs like batteries and lightbulbs as one-time capital expenses.