Markets May Be Wrong About The Risks Of Venezuela & Greenland Authored by Daniel Lacalle,  Most of the recent reports about the potential opportunity in Greenland and Venezuela focus on the large capital expenditure required, technical challenges, and legal security risks. However, markets may exaggerate the risks and underestimate the potential. It is interesting to read that the United States should not invest in […]

HUD Initiates Investigations Into Race-Based Housing Programs In Minneapolis Authored by Naveen Athrappully via The Epoch Times, The Department of Housing and Urban Development (HUD) is investigating the city of Minneapolis’s “comprehensive racialized housing plans,” the department said in a statement on Jan. 16. HUD’s Office for Fair Housing and Equal Opportunity (FHEO) notified the city of the investigation and stated […]

US NatGas Spikes Most Since Ukraine Invasion On Arctic Blast, Major Winter Storm Threat US natural gas futures surged for a second straight session as an Arctic cold blast and mounting winter storm threats forced traders to reassess energy demand, with heating demand across much of the eastern US now forecast to surge sharply. As of 09:00 ET, NatGas futures are up nearly 27%, marking the largest intraday jump since Russia’s […]

30 Ways Trump Impacted The World In His First Year Authored by Travis Gillmore and Cathy He via The Epoch Times, President Donald Trump used his first year back in the White House to set the tone for his second presidency, changing the nation and the world in the process. Through more than 225 executive orders, the president reorganized federal government policy and focus, while advancing his America First agenda. On the world […]

Trump Calls UK Chagos Deal “Great Stupidity” – Demonstrates Greenland Must Be Taken Venezuela, Cuba, Greenland, Canada… and now President Trump sets his sights on ‘defending’ America’s influence over the tiny but strategically important Indian Ocean island of Diego Garcia and the Chagos islands. Early Tuesday the US president on social media blasted the UK government led by Prime Minister Keir Starmer, branding Britain’s prior […]

Oklo’s Isotope Business: Atomic Alchemy Submitted by Tight Spreads Oklo is one of the most impressive nuclear companies in the public equities market. They uniquely and strategically intersect arguably the most important themes today: energy dominance, critical material supply chains, and national defense. The market is not pricing in the potential value of the Y-Combinator backed company: Atomic Alchemy acquisition. And those who […]

More Than Ten Countries Have Signed On To Trump’s ‘Board Of Peace’ Update (1040ET): CBS News senior White House reporter Jennifer Jacobs said more than 10 countries have joined the proposed “Board of Peace,” though details on which countries are involved remain unclear. More than 10 countries have signed on for the Board of Peace, sources familiar with the discussions tell @CBSNews. pic.twitter.com/UKCbaXfjTm — Jennifer Jacobs […]

Bipartisan FY26 Minibus Released As January 30th Shutdown Approaches It seems that Congress may bypass our regularly scheduled shutdown drama – as House appropriators released the text of the Consolidated Appropriations Act, 2026 early Monday, marking a significant step toward completing all 12 annual spending bills ahead of the January 30 funding deadline and averting another government shutdown. The package reflects a rare point […]

1956 & 2026: Bookends For Europe? Authored by Michael Every via Rabobank, As our senior strategist Ben Picton underlined yesterday, the US has total escalatory dominance in its clash with the EU over Greenland, which all emotions aside, is not in the EU or even in Europe: geographically, it’s in the Western Hemisphere / North America. There is no field where the EU can hurt the US more than it hurts itself. In trade – it’s […]

USA Rare Earth Soars, To Build Plant In France With Government Support USA Rare Earth (USAR), a US-based (duh) rare earth miner, refiner and processor, which for much of the past year lived in MP Minerals’ shadow amid expectations that it too will receive government generosity, surged on Tuesday on news that it will build a facility in Lacq, France, capable of producing 3,750 metric tons per year of rare earth metals and […]

“The US Is Basically Not A Good Credit”: Danish Pension Fund To Sell US Treasuries Over the weekend, Deutsche Bank’s head of FX George Saravelos laid out one theoretical reason why in his view, Europe has leverage over the US in the latest burst of transatlatnic tensions over Greenland: or rather $8 trillion reasons why the US has leverage. As  Saravelos wrote, “European countries own $8 trillion of US bonds and equities, almost […]

More Than 10,000 Illegal Immigrants Arrested In Minnesota: Noem Authored by Arjun Singh via The Epoch Times, Secretary of Homeland Security Kristi Noem announced on Jan. 19 that more than 10,000 criminal illegal immigrants had been arrested by federal law enforcement officers during ongoing immigration-related operations in Minneapolis. “We have arrested over 10,000 criminal illegal aliens who were killing Americans, hurting […]

Carney’s Beijing Gambit Triggers Trump Warning In The Form Of A Big Beautiful Map After over the weekend warning that he would impose a 10% tariff on imports from several European countries in response to their opposition to his Greenland takeover plan, later threatening the tariff could be raised to 25% within weeks if those governments fail to fall in line – President Trump has once again escalated, this time with an overnight […]

TACO Tuesday? Everything Crashing As Trump Arrives In Davos Amid Japan Bond Meltdown US equity futures are sharply lower, on pace for their biggest drop of the year, with Beta underperforming. And while geopolitics are the catalyst – as attention remains glued to see what Trump will say next on his Truth Social feed ahead of this week’s Davos meetings – after Trump reignited his trade war with Europe, the moves are exacerbated by a […]

JGBs Implode, Gold Soars: The Trade CNBC Ridiculed Is Crushing Everything Submitted by QTR’s Fringe Finance As I first noted back in 2023, my disdain, distrust and general disgust for financial media reached a peak in 2016 when CNBC’s Fast Money invited Bill Fleckenstein on the air to offer up his take on the economy and why the Fed-fueled market was “un-shortable”. Bill is a well-known advocate for the Austrian school of […]

Bessent Says MSM Causing “Hysteria” Over Greenland, Downplays Treasury Dumping Threat Asian and European stocks, along with US equity index futures, are deeply in the red this morning as tensions between President Trump and Europe intensify over Greenland. At the annual World Economic Forum in Davos earlier, Treasury Secretary Scott Bessent urged calm on the Greenland issue. He also said the next Federal Reserve chair could be […]

Germany’s Censorship Frontier And The Rise Of Digital Control Submitted by Thomas Kolbe Schleswig‑Holstein’s Minister‑President Daniel Günther has, in what felt like a genteel salon, pulled back the curtain on the true censorship ambitions of politics. In the safe biotope of public broadcasting, he simply babbled and hit the spotlight on the repressive tendencies within the party system. We now find ourselves in a critical […]

Don Lemon Faces KKK Act Charges On MLK Holiday Update (1408ET): Assistant Attorney General for Civil Rights Harmeet Dhillon told conservative podcaster Benny Johnson that former CNN host Don Lemon has been put “on notice” by the Justice Department and could face charges under federal civil-rights laws, including the Ku Klux Klan Act, for his role in storming a church service in Minnesota. Lemon allegedly joined a far-left mob […]

UBS: Will There Be Chinese EVs In America? UBS analyst Joseph Spak asked clients on Sunday: Will there be Chinese cars in the US? Spak pointed to comments from President Trump last week at the Detroit Economic Club, in which he said, “If they want to come in and build a plant and hire you and hire your friends and your neighbors, that’s great. I love that. Let China come in, let Japan come in. They are. And they’ll be building […]

Russia Restores Mothballed Soviet-Era Jets As Plane Shortage Worsens Russia has throughout nearly four years of its ‘special military operation’ in Ukraine been largely successful in weathering constantly expanding US and EU sanctions. While isolated, its economy has stayed afloat, but it has been forced into desperate measures as sanctions take a toll on some key sectors. Russian newspaper Izvestia reports that Russia’s […]

Childish Media Games: How The SPD’s “Germany Food Basket” Masks State-Driven Inflation Submitted By Thomas Kolbe Party politics today is essentially a mélange of media strategy, personality cult, and the constant struggle to expand one’s own sphere of power. At the Willy Brandt House, the Social Democrats’ command center, a two-track media strategy appears to have been agreed upon for this year: taking and giving. From the […]

China’s 200,000-Satellite Filing Sparks Fears Of An Orbital Power Grab China has filed requests to reserve orbital slots for almost 200,000 satellites, prompting concerns it may be positioning itself to control large swathes of near-Earth space, according to the Daily Mail. The applications, submitted on December 29 by the newly formed Institute of Radio Spectrum Utilisation and Technological Innovation, outline two […]

Much Defiance, No Strategy: Germany’s Outrage At Trump’s Greenland Policy Submitted by Thomas Kolbe The defiant reaction of Germany’s business and political elite to Donald Trump’s tariff measures in the Greenland conflict reveals a remarkable denial of reality. It is increasingly clear that Brussels and Berlin are more willing to accept significant collateral damage in a dispute with the United States than to pursue rational […]

Architecture Of Plunder: Why The Modern Democratic Party Is A Kleptocracy Authored by Saggezza Eterna,  In the lexicon of polite political discourse, we are told that “kleptocracy” is a phenomenon reserved for the decaying regimes of the third world—banana republics where dictators in gold-braided epaulets stuff suitcases with cash while their people starve. This is a comforting fiction. It allows the American mind to believe […]

China Flies Military Drone Into Taiwan Airspace For First Time In the latest geopolitical escalation – because let’s face it, all that’s left now for the global geopolitical chaos to be complete is for Beijing to finally launch its much anticipated invasion of Taiwan – China sent a military drone into Taiwanese airspace for the first time, underscoring Beijing’s efforts to test the island’s defenses. The Chinese reconnaissance […]