JAN 5/TRUMP RAIDS VENEZUELA AND CAPTURES MADURO AND THAT CAUSES TURMOIL IN ALL MARKETS: GOLD CLOSED UP $122.80 TO $4441.00 WITH SILVER UP A HUGE $5.90 TO $76.64//PLATINUM CLOSED UP A HUGE $149.85 TO $2277.55 WITH PALLADIUM UP $86.30 TO $1717.00//HUGE UPDATES ON THE USA VS VENEZUELA SITUATION //GOLD COMMENTARY TONIGHT FROM ALASDAIR MACLEOD//GERMAN BONDS IN TROUBLE AS CAPITAL LEAVING BERLIN//ISRAEL VS HAMAS UPDATES//ISRAEL TBN UPDATES//IRAN IN 8 STRAIGHT DAYS OF PROTESTS: LOOKS LIKE THE MOSSAD IS CONTROLLING THE PROTESTS//COVID VACCINE INJURY REPORTS: MARK CRISPIN MILLER/DR PAUL ALEXANDER./NEWSWIZE//EXCELLENT COMMENTARY TONIGHT FORM RABOBANK’S BAS GIFFIN//DATA RELEASES FROM THE USA TONIGHT: HUGE UPDATES ON THE MADURO IMPRISONMENT AND WHAT IT MEANS//SWAMP STORIES FOR YOU TONIGHT’
099 H DEUTSCHE BANK AG 10 190 H BMO CAPITAL MARKETS 322 363 H WELLS FARGO SECURITI 227 435 H SCOTIA CAPITAL (USA) 40 661 C JP MORGAN SECURITIES 32 686 C STONEX FINANCIAL INC 2 2 690 C ABN AMRO CLR USA LLC 1 737 C ADVANTAGE FUTURES 2 880 H CITIGROUP 29 905 C ADM 3 6
TOTAL: 338 338 MONTH TO DATE: 4,249
JPMORGAN STOPPED 32/338
JANUARY
GOLD: NUMBER OF NOTICES FILED FOR JANUARY/2026: 338 CONTRACTs NOTICES FOR 33,800 OZ or 1.051 TONNES
total notices so far: 4249 contracts for 424,900 OR 13.216 tonnes)
FOR JANUARY
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SILVER NOTICES:150 NOTICE(S) FILED FOR 0.750 MILLION OZ OZ/
total number of notices filed so far this month : 3596 CONTRACTS (NOTICES) for 17.980 million oz
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END
GLD/
BOTH GLD AND SLV ARE FRAUDULENT VEHICLES//THEY ARE NOW RAIDING GLD AND SLV FOR PHYSICAL
THE CROOKS ARE STEALING GOLD AND SILVER FROM THE GLD/SLV AND REPLACING THE PHYSICAL WITH PAPER DOLLARS.
WITH GOLD UP $122.80 INVESTORS SWITCHING TO SPROTT PHYSICAL (PHYS) INSTEAD OF THE FRAUDULENT GLD
BIG CHANGES IN GOLD INVENTORY AT THE GLD: A WITHDRAWAL OF 5.43 TONNES OF GOLD FROM THE GLD
INVENTORY RESTS AT 1065.13 TONNES
SLV/
WITH NO SILVER AROUND AND SILVER UP $5.90 AT THE SLV: A SMALL WITHDRAWAL OF 363,000 OZ OUT OF THE SLV
CLOSING INVENTORY RESTS AT:
CLOSING INVENTORY: 528.691. MILLION OZ
Let us have a look at the data for today
SILVER//OUTLINE
SILVER COMEX OI FELL BY A MEGA MEGA HUGE SIZED 3039 CONTRACTS TO 150,533 AND STALLING ON ITS MARCH TO THE RECORD HIGH OI OF 244,710, SET FEB 25/2020, AND THIS HUGE SIZED LOSS IN COMEX OI WAS ACCOMPLISHED DESPITE OUR SMALL $0.22 GAIN IN SILVER PRICING AT THE COMEX WITH RESPECT TO FRIDAY’S // TRADING. THE LONG SPECULATORS ARE STILL QUITE RELENTLESS AS THEY POUR INTO THE OPEN INTEREST AT THE COMEX AS YOU WILL WITNESS WITH TODAY’S TRADING. THE FRBNY CONTINUES TO SUPPLY THE NECESSARY PAPER AS THEY TRY TO DRIVE THE PRICE SOUTHBOUND WITH THE HELP OF HIGH FREQUENCY TRADERS , T.A.S. SPREADERS (AND MONTH END SPREADERS WHEN APPL;ICABLE) BUT WITH NO SUCCESS ON FRIDAY WITH SILVER’S GAIN IN PRICE.
WE HAVE REVERTED BACK TO NORMAL WITH THE SPECS NOW GOING ON THE LONG SIDE AND THE BANKER (FRBNY) ON THE SHORT SIDE AND PROVIDING THE NECESSARY SHORT PAPER. IT IS OUR SILVER SPECULATORS THAT WERE PILING INTO THE SILVER COMEX. WE FINALLY ARE MOVING TO A MUCH HIGHER BASE SURPASSING THE $34.40 SILVER PRICE BARRIER TO A HIGH DEGREE, AND NOW SURPASSING SURPASS OUR LAST MAJOR HURDLE OF $50.00 SILVER AGAIN. WE HAVE A GIGANTIC SIZED LOSS OF 2812 TOTAL CONTRACTS ON OUR TWO EXCHANGES AS THE CME NOTIFIED US OF A FAIR SIZED 350 CONTRACT EXCHANGE FOR PHYSICAL ISSUANCE.. WE HAD CONSIDERABLE LIQUIDATION OF T.A.S. CONTRACTS IN COMEX TRADING WITH RESPECT TO WEDNESDAY TRADING WITH OUR GAIN IN PRICE /// THEY DESPERATELY AGAIN TODAY TRIED TO CONTAIN SILVER’S PRICE RISE FOR THE PAST SEVERAL WEEKS (WHERE RAIDS ARE CALLED UPON AGAIN AND AGAIN TRYING TO STOP THE RISE IN SILVER’S PRICE TO ABOVE $50.00 AND TO QUELL ADDITIONAL DERIVATIVE LOSSES TO OUR BANKERS’ MASSIVE TOTALS). THEY FAILED ON FRIDAY WITH SILVER’S GAIN IN PRICE AS THE SPECS PILED INTO THE SILVER ARENA. . THE PRICE FINISHED HUGELY ABOVE THE MAGIC NUMBER OF $50.00 SILVER SPOT PRICE CLOSING AT $71.63 UP $0.22 . WE ARE NOW WITNESSING HAVING MANY HUGE T.A.S ISSUANCES // TODAY’S WAS AT A MAMMOTH SIZED 1802 T.A.S. CONTRACTS (AND A LITTLE DOWN FROM THE MEGA MEGA HUGE SIZED 5,000 PLUS CONTRACT ISSUANCE DURING NOVEMBER)!!. THE CROOKS ARE BECOMING MORE DESPERATE TO STOP SILVER BREAKING AGAIN THE 50.00 DOLLAR MARK!!. THERE IS NO NEXT LINE IN THE SAND ONCE THE 50.00 DOLLAR SILVER IS PIERCED AGAIN. WE HAD A FAIR SIZED 350 CONTRACT EXCHANGE FOR PHYSICAL ISSUANCE ACCOMPANIED BY OUR HUGE SIZED 1802 CONTRACT T.A.S ISSUANCE WHICH WILL BE USED IN FUTURE TRADING//RAID AS THEY PLAY AN INTEGRAL PART IN OUR COMEX TRADING TRYING TO CONTAIN ANY SILVER PRICE RISE. IN ESSENCE WE HAD HUGE SIZED LOSS OF 2689 CONTRACTS ON OUR TWO EXCHANGES DESPITE OUR GAIN IN PRICE OF $0.22. WE HAD HUGE GOVERNMENT (FRBY) COMEX CONTRACTS TRADING ALL WEEK AND A MAJOR PORTION AND NO DOUBT REMOVED BY DAYS END. (I RECORD THIS FOR YOU ON A DAILY BASIS). THE SPECULATOR LONGS STILL REMAIN STOIC EVEN ON OUR HUGE PRICE FALLS. EASTERN CENTRAL BANKER WENT TO THE LONG SIDE. THEY WILL TENDER FOR THE BADLY NEEDED PHYSICAL SILVER.
CRAIG HEMKE HAS POINTED OUT THAT THE CROOKS USE THE MID MONTH FOR MANIPULATION AS THEY SELL THEIR BUY SIDE OF THE CALENDAR SPREAD FIRST AND THEN KEEP THE SELL SIDE TO LIQUIDATE AT A LATER DATE. THUS WE HAVE TWO VEHICLES THE CROOKS USE FOR MANIPULATION AND BOTH ARE SPREADERS: 1) AT MONTH’S END/SPREADERS COMEX AND 2/ TAS SPREADERS, MID MONTH. TOTAL TAS ISSUED ON FRIDAY NIGHT//SATURDAY MORNING: A MAMMOTH SIZED 1802 CONTRACTS. DESPITE MANY COMPLAINTS THAT THE CROOKS HAVE VIOLATED POSITION LIMITS DUE TO THE FACT THAT THE TAS ISSUED HAVE A VALUE OF ZERO (AS TO POSITION LIMITS FOR OUR CROOKED FRBNY BANKERS). THE PROBLEM OF COURSE IS THAT THE CROOKS DO NOT LIQUIDATE THE TAS TOGETHER BUT SELL THE BUY SIDE FIRST AND THEN LIQUIDATE THE SELL SIDE TWO MONTHS HENCE. IT IS OBVIOUS MANIPULATION TO THE HIGHEST DEGREE BUT IT NATURALLY FELL ON DEAF EARS WITH OUR REGULATORS (OCC) WHEN THEY RECEIVED OUR COMPLAINTS. IT NOW SEEMS THAT THE OCC HAS NOW ORDERED THE BANKS TO REDUCE ITS NEW LEVEL OF 1.1 TRILLION DOLLARS IN GOLD/SILVER DERIVATIVES.
THUS:
INITIAL STANDING FOR JANUARY: 22.915 MILLION OZ FOLLOWED BY TODAY’S 220,000 OZ QUEUE JUMP//NEW STANDING ADVANCES TO 23.115 MILLION OZ//
WE HAD:
/MEGA MEGA HUGE SIZED COMEX OI LOSS+// A FAIR SIZED 350 EFP ISSUANCE CONTRACTS (/ VI) A MAMMOTH NUMBER OF T.A.S. CONTRACT ISSUANCE 1802 CONTRACTS)/
I AM NOW RECORDING THE DIFFERENTIAL IN OI FROM PRELIMINARY TO FINAL: ADDED 123 SILVER CONTRACTS!!!!!
HISTORICAL ACCUMULATION OF EXCHANGE FOR PHYSICALS JAN.. ACCUMULATION FOR EFP’S SILVER/JPMORGAN’S HOUSE OF BRIBES/STARTING FROM FIRST DAY/MONTH OF JAN.
TOTAL CONTRACTS for 2 DAY(S), total 910 contracts: OR 4.550 MILLION OZ (455 CONTRACTS PER DAY)
TOTAL EFP’S FOR THE MONTH SO FAR: 4.55 MILLION OZ
LAST 24 MONTHS TOTAL EFP CONTRACTS ISSUED IN MILLIONS OF OZ:
MAY 137.83 MILLION
JUNE 149.91 MILLION OZ
JULY 129.445 MILLION OZ
AUGUST: MILLION OZ 140.120
SEPT. 28.230 MILLION OZ//
OCT: 94.595 MILLION OZ
NOV: 131.925 MILLION OZ
DEC: 100.615 MILLION OZ
YEAR 2022:
JAN 2022-DEC 2022
JAN 2022// 90.460 MILLION OZ
FEB 2022: 72.39 MILLION OZ//
MARCH 2022: 207.140 MILLION OZ//A NEW RECORD FOR EFP ISSUANCE
APRIL: 114.52 MILLION OZ FINAL//LOW ISSUANCE
MAY: 105.635 MILLION OZ//
JUNE: 94.470 MILLION OZ
JULY : 87.110 MILLION OZ
AUGUST: 65.025 MILLION OZ
SEPT. 74.025 MILLION OZ///FINAL
OCT. 29.017 MILLION OZ FINAL
NOV: 134.290 MILLION OZ//FINAL
DEC, 61.395 MILLION OZ FINAL
TOTALS YR 2022: 1135.767 MILLION OZ (1.1356 BILLION OZ)
JAN 2023/// 53.070 MILLION OZ //FINAL
FEB: 2023: 100.105 MILLION OZ/FINAL//MUCH STRONGER ISSUANCE VS THE LATTER TWO MONTHS.
MARCH 2023: 112.58 MILLION OZ//FINAL//STRONG ISSUANCE
APRIL 111.035 MILLION OZ(SLIGHTLY GREATER THAN THAN LAST MONTH)
MAY 66.120 MILLION OZ/INITIAL (MUCH SMALLER THIS MONTH)
JUNE: 110.395 MILLION OZ//MUCH LARGER THAN LAST MONTH
JULY 85.745 MILLION OZ (SMALLER THAN LAST MONTH)
AUGUST: 171.43 MILLION OZ (THIS MONTH IS GOING TO BE HUGE //2ND HIGHEST ON RECORD
SEPT: 72.705 MILLION OZ (SMALLER THIS MONTH)
OCT: 97.455 MILLION OZ
NOV. 50.050 MILLION OZ
DEC. 66.140 MILLION OZ//
TOTAL 2023: 1,104.10 MILLION OZ/
JAN ’24 : 78.655 MILLION OZ//
FEB /2024 : 66.135 MILLION OZ./FINAL
MARCH: 143.750 MILLION OZ// 4TH HIGHEST ON RECORD.
APRIL: 161.770 MILLION OZ (THIS MONTH WILL BE A WHOPPER OF ISSUANCE OF EFPS//3RD HIGHEST EVER RECORDED FOR A MONTH)
MAY: 135.995 MILLION OZ //WILL BE A STRONG MONTH FOR EXCHANGE FOR PHYSICAL ISSUANCE
JUNE 110.575 MILLION OZ ( WILL BE ANOTHER STRONG MONTH ISSUANCE)
JULY: 108.870 MILLION OZ (WILL BE A STRONG ISSUANCE MONTH/ A TOUCH OVER 100 MILLION OZ/)
AUGUST; 99.740 MILLION OZ//THIS MONTH WILL BE STRONG FOR ISSUANCE BUT LESS THAN JULY.
SEPT: 112.415 MILLION OZ//WILL BE A HUGE MONTH FOR EXCHANGE FOR PHYSICAL ISSUANCE
OCT; 97.485 MILLION OZ (WILL BE SMALLER ISSUANCE THIS MONTH )
NOV. 115.970 MILLION OZ ( HUGE THIS MONTH)
DEC: 132.54 MILLION OZ (THIS MONTH WILL BE A HUMDINGER FOR ISSUANCE BUT ISSUANCE SLOWED DRAMATICALLY THESE PAST FIVE DAYS/// WILL NOT EXCEED MARCH 2022 RECORD OF 209 MILLION OZ
YEAR 2024 TOTAL: 1363.84 MILLION OR 1.363 BILLION OZ
JANUARY 2025: 67.230 MILLION OZ///(THIS MONTH’S ISSUANCE OF EXCHANGE FOR PHYSICAL WILL BE SMALL)
FEB. 58.260 MILLION OZ//EXCHANGE FOR PHYSICAL ISSUANCE/FINAL
MARCH: 67.020 MILLION OZ///QUITE SMALL AND BECOMING SMALLER EACH AND EVERY MONTH.
APRIL: 100.895 MILLION OZ///AVERAGE SIZE ISSUANCE
MAY: 28.975 MILLION OZ (ISSUANCE WILL BE QUITE SMALL THIS MONTH)
JUNE: 81.065 MILLION OZ
JULY: 50.925 MILLION OZ (QUITE SMALL)
AUGUST: 59.455 MILLION OZ (QUITE SMALL)
SEPT. 50.510 MILLION OZ.(QUITE SMALL)
OCT; 82.020 MILLION OZ (WILL BE STRONG THIS MONTH)/ OCC WANTS TO REIN IN THESE ISSUANCES!
NOVEMBER: 36.425 MILLION OZ
DEC: 45.765 MILLION OZ
JANUARY 2026: 4.55 MILLION OZ
RESULT: WE HAD A MEGA MEGA HUGE SIZED DECREASE IN COMEX OI SILVER COMEX CONTRACTS OF 3,039 CONTRACTS DESPITE OUR GAIN IN PRICE OF $0.22 IN SILVER PRICING AT THE COMEX// WEDNESDAY,. THE CME NOTIFIED US THAT WE HAD A FAIR SIZED CONTRACT EFP ISSUANCE : 350 ISSUED FOR MARCH, AND 0 CONTRACTS ISSUED FOR ALL OTHER MONTHS) WHICH EXITED OUT OF THE SILVER COMEX TO LONDON AS FORWARDS.
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LAST 10 MONTHS OF SILVER DELIVERIES:
WE FINISHED APRIL WITH A STRONG SILVER OZ STANDING OF 16.050 MILLION OZ NORMAL DELIVERY , PLUS OUR 4.00 MILLION EX FOR RISK
FINAL STANDING APRIL: 19.965 MILLION OZ
AND MAY:
NEW STANDING FOR MAY FINISHES AT: 75.615 MILLION OZ. (INCLUDES 5,000 OZ EFP TRANSFER TO LONDON + 12.93 MILLION OZ EXCHANGE FOR RISK ISSUANCE/PRIOR.//NEW TOTAL STANDING 88.540 MILLION OZ
AND JUNE: FINAL 16.995 MILLION OZ
AND JULY: 46.720 MILLION OZ//
AUGUST: 4.70 MILLION OZ INITIAL STANDING PLUS TODAY;S 5,000 OZ QUEUE JUMP //NEW STANDING ADVANCES TO 10.960 MILLION OZ
SEPTEMBER: 68.040 MILLION OZ NORMAL DELIVERY(INCLUDES ALL QUEUE JUMPING AND EXCHANGE FOR PHYSICAL TRANSFERS) PLUS 3.0 MILLION OZ EX FOR RISK = 71.040 MILLION OZ. (THIS IS THE FIRST AND ONLY ISSUANCE OF EXCHANGE FOR RISK FOR SILVER SINCE MAY.)
OCTOBER: 39.565 MILLION OZ OF NORMAL DELIVERY INCLUDES ALL QUEUE JUMPING
PLUS
2.110 MILLION OZ EXCHANGE FOR RISK//TOTAL OZ STANDING IN OCT ADVANCES TO 41.675 MILLION OZ
NOVEMBER: INITIAL STANDING AT 11.575 MILLION OZ FOLLOWED BY TODAY’S 195,000 OZ QUEUE JUMP WHICH FOLLOWS ALL OTHER QUEUE JUMPS OF 9.155 MILLION OZ//STANDING ADVANCES TO 19.670 MILLION OZ/
DECEMBER: INITIAL AMOUNT STANDING FOR DELIVERY: 49.33 MILLION OZ// FOLLOWED BY ANOTHER STRONG 835,000OZ QUEUE JUMP+ DEC. FIRST EXCHANGE FOR RISK 0F .850 MILLION OZ + LAST WEEK.S 495,000 OZ EXCHANGE FOR RISK AND THEN A 3RD ISSUANCE IF 1.00MILLION OZ THEN FINALLY DEC 249ISSUANCE OF 1.35 MILLION OZ EXCHANGE FOR RISK//NEW TOTAL EX FOR RIS IS 3.685 MILLION OZ // STANDING ADVANCES TO 68.415 MILLION OZ//
JANUARY: INITIAL STANDING 22.915 MILLION OZ FOLLOWED BY TODAY’S 220,000 OZ QUEUE JUMP//STANDING ADVANCES TO 23.115 MILLION OZ//
THE NEW TAS ISSUANCE FRIDAY NIGHT (1802) WILL BE PUT INTO “THE BANK” TO BE COLLUSIVELY USED NO DOUBT WITH FUTURE TRADING!!
WE HAD 150 NOTICE(S) FILED TODAY FOR 0.750 MILLION OZ
THE SILVER COMEX IS NOW BEING ATTACKED FOR METAL BY LONDONERS ET AL. IT IS NOW TIME FOR THE FBI TO ENTER THE COMEX AND ARREST THESE CROOKS EVEN THOUGH THE MAJORITY OF THE TRADING IS GOVERNMENT. THE BANKERS ARE COMPLICIT. THE SILVER COMEX IS NOW ON A MASSIVE SIEGE LOOKING FOR PHYSICAL SILVER!!
GOLD//OUTLINE
IN GOLD, THE COMEX OPEN INTEREST ROSE BY A STRONG SIZED 5941 OI CONTRACTS DOWN TO 482,412 OI AND CLOSER TO THE RECORD (SET JAN 24/2020) AT 799,105 AND PREVIOUS TO THAT: (SET JAN 6/2020) AT 797,110. (ALL TIME LOW OF 390,000 CONTRACTS.) THUS WE HAVE STILL A RELATIVELY LOWISH OI IN COMEX WITH AN EXTREMELY HIGH PRICE OF GOLD. THE SHORT RATS ARE ABANDONING THE SHIP.
THE DIFFERENTIAL FROM PRELIMINARY OI TO FINAL OI IN GOLD TODAY: REMOVED A SMALL AND CRIMINAL 398 CONTRACTS // MEGA HUGE GOVERNMENT REMOVALS//
WE HAD A STRONG GAIN IN COMEX OI (5941 CONTRACTS) . THIS OCCURRED DESPITE OUR LOSS OF $10.10 IN PRICE// FRIDAY///.
LAST 9 MONTHS OF GOLD DELIVERIES: (MAY THROUGH TO /DECEMBER 25 AND NOW JAN 26)
MAY: SUMMARY FOR MAY TONNES WHICH STOOD FOR DELIVERY:
FINAL STANDING FOR MAY: 70.174 TONNES OF GOLD TO WHICH WE ADD 1. MONDAY’S (MAY 19) 6.221 TONNES EXCHANGE FOR RISK , 2. THEN WE ADD: 1.35 TONNES TO LAST WEEK”S. THEN WE ADD 3. 1.55 TONNES TO EQUAL 9.591 TONNES// NEW EXCHANGE FOR RISK = 9.591 TONNES WHICH MUST BE ADDED TO OUR NORMAL DELIVERY SCHEDULE OF 80.644 TONNES. THUS STANDING FOR MAY INCREASES TO 90.235 TONNES OF GOLD
2 JUNE CONTRACT MONTH: 93.085 TONNES OF GOLD (WHICH INCLUDES ALL QUEUE JUMPING AND 0 EX FOR RISK)
3.JULY INITIIAL STANDING FIRST DAY NOTICE: 17.847 TONNES. PLUS TODAY’S 0 TONNES QUEUE JUMP + 1.555 TONNES EX FOR RISK + 2.195 TONNES EX FOR RISK TODAY = 41.106 TONNES STANDING
4. AUGUST: 60.547 TONNES OF INITIAL GOLD FIRST DAY NOTICE FOLLOWED BY THE NET MONTH’S QUEUE JUMP OF 47.2312 TONNES TO WHICH WE ADD THE FOLLOWING EXCHANGE FOR RISK ISSUANCE RECEIVED FOR THE MONTH: 5.4432 TONNES EX FOR RISK/AUG 7 , AUG 11: 2.413 TONNES EX FOR RISK AND AUG. 12 OF 2.637 TONNES EX FOR RISK//AUG 25: 9.107 TONNES , AUGUST 26: 9.1010 TONNES AND NOW AUGUST 27: 9.0699 TONNES//NEW STANDING ADVANCES TO 107.5117 TONNES OF GOLD NORMAL STANDING (INCLUDES ALL MONTHLY QUEUE JUMPS/EX FOR PHYSICAL TRANSFERS//) +44.696 TONNES EX.FOR RISK = 152.208 TONNES
5.SEPT: INITIAL 8.093 TONNES OF GOLD PLUS TODAY’S QUEUE JUMP OF 0.4883 TONNES PLUS 2.2827 TONNES OF EXCHANGE FOR RISK TODAY//NEW TOTAL EX. FOR RISK/MONTH = 22.923//NEW TOTAL STANDING FOR GOLD SEPT ADVANCES TO = 48.801 TONNES!!
6.OCTOBER: 90.012 TONNES OF INITIAL GOLD STANDING WITH TODAY’S TINY 0.00311 TONNES QUEUE JUMP WHICH FOLLOWS ALL OTHER QUEUE JUMPS DURING OCT OF 76.1656 TONNES
THEN WE MUST ADD OUR 14.553 TONNES OF OUR ISSUANCE OF EXCHANGE FOR RISK/6 OCCASIONS//NEW TOTAL OF GOLD STANDING ADVANCES TO 197.5141 TONNES OF GOLD.
7.NOVEMBER BEGINS WITH 15.651 TONNES INITIALLY STANDING FOR DELIVERY FOLLOWED BY TODAY’S QUEUE JUMP OF 2.323 TONNES FOLLOWED BY ALL PREVIOUS QUEUE JUMPS IN OF OF 21.3775 TONNES TO WHICH WE ADD OUR TWO EXCHANGE FOR RISK ISSUANCE OF 4.5596 TONNES//NEW STANDING ADVANCES TO 43.9716 TONNES OF GOLD.
8. DECEMBER BEGINS WITH INITIAL STANDING OF 83.813 TONNES OF GOLD FOLLOWED BY TODAY’S 0.1335TONNE QUEUE JUMP WHICH FOLLOWS ALL OTHER QUEUE JUMPS OF: 37.163 TONNES//NEW STANDING ADVANCES TO 115.390 TONNES TO WHICH WE ADD OUR 4 EXCHANGE FOR RISK FOR DECEMBER OF 6.587 TONNES/NEW STANDING ADVANCES TO 121.977 TONNES
9. JANUARY: INITITAL STANDING: 13.785 TONNES TO WHICH WE ADD OUR SECOND QUEUE JUMP OF 1.726 TONNES FOLLOWING OUR FIRST QUEUE JUMP OF .3141//NEW TOTAL QUEUE JUMP: 2.040 TONNES//NORMAL DELIVERY OF GOLD ADVANCES TO 15.819 TONNES TO WHICH WE ADD OUR FIRST EXCHANGE FOR RISK OF 3.447 TONNES//NEW STANDING ADVANCES TO 19.266 TONNES.
E.F.P. ISSUANCE/FOR OPENING JANUARY GOLD CONTRACT
THE CME RELEASED THE DATA FOR EFP ISSUANCE AND IT TOTALED A STRONG SIZED 3015 CONTRACTS:
The NEW COMEX OI FOR THE GOLD COMPLEX RESTS AT 482,412 AND WE NOW WITNESSING A NOW BIGGER COMEX OI BUT WITH AN EXTREMELY HIGH PRICE OF GOLD.//NOW EASIER TO FLEECE SPECS.
SILVER ALSO HAS A FAIR SIZED COMEX OI OF 150,533 CONTRACTS//
IN ESSENCE WE HAVE A STRONG SIZED GAIN IN TOTAL CONTRACTS ON THE TWO EXCHANGES OF 8956 CONTRACTS WITH 6339 CONTRACTS INCREASED AT THE COMEX// AND A STRONG SIZED 3015 EXCHANGE FOR PHYSICAL OI CONTRACT ISSUANCE WHICH NAVIGATED OVER TO LONDON. THUS TOTAL OI GAIN ON THE TWO EXCHANGES OF 8956 CONTRACTS.. WE HAD THE FOLLOWING TAS CONTRACTS INITIATED (ISSUED): A FAIR SIZED BUT CRIMINAL 1943 CONTRACTS AND THESE ISSUANCES ARE GENERALLY USED TO INITIATE A RAID WHEN CALLED UPON.
GOLD PRICE ON WEDNESDAY FELL BY $10.10
CALCULATIONS ON GAIN/LOSS ON OUR TWO EXCHANGES
WE HAD A STRONG SIZED ISSUANCE IN EXCHANGE FOR PHYSICALS CONTRACT(3015) ACCOMPANYING THE STRONG GAIN IN COMEX OI OF 5941 CONTRACTS/TOTAL GAIN FOR OUR THE TWO EXCHANGES: 8956 CONTRACTS..WE HAVE 1) NOW RETURNED TO OUR NORMAL FORMAT OF BANKER (FRBNY) GOING ON THE SHORT SIDE AND NEWBIE SPECULATORS GOING TO THE LONG SIDE AND POURING IT ON WITH RECKLASS ABANDON!! . ,2.) STRONG INITIAL STANDING FOR GOLD FOR JAN AT 13.285 PLUS OUR SECOND QUEUE JUMP OF 1.726 TONNES FOLLOWING OUR FIRST QUEUE JUMP OF .3141 TONNES//TOTAL QUEUE JUMPING: 2.040 TONNES//NEW NORMAL DELIVERY OF 15.819 TONNES FOLLOWED BY OUR FIRST EXCHANGE FOR RISK OF 3.447 TONNNES//NEW STANDING ADVANCES TO 19.266 TONNES
NEW STANDING ADVANCES TO 19.266 TONNES.
NEW STANDING FOR GOLD, JANUARY CONTRACT AT 19.266 TONNES OF GOLD
3) LITTLE T.A.S. LIQUIDATION (AND CONSIDERABLE GOVT LIQUIDATION // AND A STRONG GAIN OF EQUITY SHARES/JAN 2 AS DESPITE HAVING 1)A $10.10 COMEX PRICE LOSS AND WE HAD 2) NEWBIE SPEC SHORTS GETTING LIQUIFIED AND ON A NET BASIS, THE SPECS LOST HUGELY IN NUMBERS + EASTERN CENTRAL BANKERS WERE PILING INTO THE LONG SIDE AS WE HAD A STRONG SIZED GAIN OF 8956 CONTRACTS ON OUR TWO EXCHANGES AND AS WELL A HUGE AMOUNT OF GOLD WILL STAND FOR DELIVERY IN JAN. (19.266 TONNES). //, CENTRAL BANKERS TENDERED FOR PHYSICAL WITH THEIR PURCHASES OF CONTRACTS../ ALSO, 3)STICKY GOLD’S LONGS WERE REWARDED FRIDAY EVENING AS THEY EXERCISED EFP’S FROM LONDON TO TAKE DELIVERY OF BADLY NEEDED PHYSICAL WITH THE RISE IN PRICE FRIDAY
4)A STRONG SIZED COMEX OI GAIN 5) V) STRONG SIZED ISSUANCE OF EXCHANGE FOR PHYSICAL GOLD (3015) AND A FAIR T.A.S. ISSUANCE (1943) FOR RAID PURPOSES
ACCUMULATION OF EFP’S GOLD AT J.P. MORGAN’S HOUSE OF BRIBES: (EXCHANGE FOR PHYSICAL) FOR THE MONTH OF JAN :
TOTAL EFP CONTRACTS ISSUED: 3930 CONTRACTS OR 39,300 OZ OR 12.223 TONNES IN 2 TRADING DAY(S) AND THUS AVERAGING: 1965 EFP CONTRACTS PER TRADING DAY
TO GIVE YOU AN IDEA AS TO THE SIZE OF THESE EFP TRANSFERS : THIS MONTH IN2 TRADING DAY(S) IN TONNES: 12.223 TONNES
TOTAL ANNUAL GOLD PRODUCTION, 2024, THROUGHOUT THE WORLD EX CHINA EX RUSSIA: 3555 TONNES
THUS EFP TRANSFERS REPRESENTS 12.223 TONNES DIVIDED BY 3550 x 100% TONNES = 0.338% OF GLOBAL ANNUAL PRODUCTION
SEPT 142.12 TONNES FINAL ISSUANCE ( LOW ISSUANCE)_
OCT: 141.13 TONNES FINAL ISSUANCE (LOW ISSUANCE)
NOV: 312.46 TONNES FINAL ISSUANCE//NEW RECORD!! (INCREASING DRAMATICALLY)//SIGN OF REAL STRESS//SURPASSING THE MARCH 2021 RECORD OF 276.50 TONNES OF EFP
DEC. 175.62 TONNES//FINAL ISSUANCE//
TOTALS: 2,578.08 TONNES/2021
JAN:2023 247.25 TONNES //FINAL
FEB: 196.04 TONNES//FINAL
MARCH/2022: 409.30 TONNES //FINAL( THIS IS NOW A RECORD EFP ISSUANCE FOR MARCH AND FOR ANY MONTH.
APRIL: 169.55 TONNES (FINAL VERY LOW ISSUANCE MONTH)
MAY: 247.44 TONNES FINAL//
JUNE: 238.13 TONNES FINAL
JULY: 378.43 TONNES FINAL/SECOND HIGHEST ON RECORD
AUGUST: 180.81 TONNES FINAL
SEPT. 193.16 TONNES FINAL
OCT: 177.57 TONNES FINAL ( MUCH SMALLER THAN LAST MONTH)
NOV. 223.98 TONNES//FINAL ( MUCH LARGER THAN PREVIOUS MONTHS//comex running out of physical)
DEC: 185.59 tonnes // FINAL
TOTAL: 2,847,25 TONNES/2022
JAN 2024: 228.49 TONNES FINAL//HUGE AMOUNT OF EFP’S ISSUED THIS MONTH!!
FEB: 151.61 TONNES/FINAL
MARCH: 280.09 TONNES/INITIAL (ANOTHER STRONG MONTH FOR EFP ISSUANCE)
APRIL: 197.42 TONNES
MAY: 236.67 TONNES (A VERY STRONG ISSUANCE FOR THIS MONTH)
JUNE: 172.667 TONNES (WEAKER ISSUANCE THIS MONTH)
JULY: 151.69 TONNES (WEAKER THAN LAST MONTH)
AUGUST: 195.28 TONNES (A STRONGER MONTH)//FINAL
SEPT: 254.709 TONNES (WILL BE LARGER THAN LAST MONTH AND A STRONG MONTH)
OCT. 248.09 TONNES. LIKE SILVER, THIS MONTH IS GOING TO BE A STRONG E.F.P. ISSUANCE.
NOV. 239.16 TONNES//WILL BE STRONG THIS MONTH,
DEC. 213.704 TONNES. A STRONG MONTH//
TOTAL FOR YEAR 2023: 2,569.57 TONNES
2025: AND NOW 2026
JAN. 2025: 257.919 TONNES (ISSUANCE WILL BE PRETTY GOOD THIS MONTH BUT MUCH LOWER THAN LAST MONTH)
FEB: 207.21 TONNES//EX FOR PHYSICAL ISSUANCE (WILL BE A FAIR SIZED ISSUANCE THIS MONTH)
MARCH 130.84 TONNES//QUITE SMALL THIS MONTH.
APRIL; 208.57 TONNES. STRONG THIS MONTH
MAY: 113.499 TONNES OF GOLD EFP ISSUANCE//QUITE SMALL THIS MONTH
JUNE: 97.79 TONNES OF GOLD EFP ISSUANCE/EXTREMELY SMALL
JULY : 150.877 TONNES// QUITE SMALL
AUGUST: 175.86 TONNES A LOT LARGER THIS MONTH.
SEPT. 116.13 TONNES VERY SMALL
OCT. 252.72 TONNES//CERTAINLY MUCH LARGER THIS MONTH/VERY STRONG
NOV: 124.74 TONNES
DEC: 190.04 TONNES//GOOD SIZED THIS MONTH FINAL.
TOTAL EXCHANGE FOR PHYSICAL ISSUED FOR YEAR 2025: 2,026.20 TONNES (LOWER THAN LAST YR 2,569.00 TONNES
JANUARY: 12.223 TONNES
SPREADING OPERATION
NOW SWITCHING TO GOLD FOR NEWCOMERS, HERE ARE THE DETAILS
SPREADING LIQUIDATION HAS NOW COMMENCED AS WE HEAD TOWARDS THE NEW ACTIVE FRONT MONTH OF OCT. WE ARE NOW INTO THE SPREADING OPERATION OF GOLD
HERE IS A BRIEF SYNOPSIS OF HOW THE CROOKS FLEECE UNSUSPECTING LONGS IN THE SPREADING ENDEAVOUR ;MODUS OPERANDI OF THE CORRUPT BANKERS AS TO HOW THEY HANDLE THEIR SPREAD OPEN INTERESTS:HERE IS HOW THE CROOKS USED SPREADING AS WE ARE NOW INTO THE NON ACTIVE DELIVERY MONTH OF NOV HEADING TOWARDS THE ACTIVE DELIVERY MONTH OF FEB., FOR GOLD: AND MARCH FOR SILVER
YOU WILL ALSO NOTICE THAT THE COMEX OPEN INTEREST STARTS TO RISE BUT SO IS THE OPEN INTEREST OF SPREADERS. THE OPEN INTEREST IN WILL CONTINUE TO RISE UNTIL ONE WEEK BEFORE FIRST DAY NOTICE OF AN UPCOMING ACTIVE DELIVERY MONTH (OCT), AND THAT IS WHEN THE CROOKS SELL THEIR SPREAD POSITIONS BUT NOT AT THE SAME TIME OF THE DAY. THEY WILL USE THE SELL SIDE OF THE EQUATION TO CREATE THE CASCADE (ALONG WITH THEIR COLLUSIVE FRIENDS) AND THEN COVER ON THE BUY SIDE OF THE SPREAD SITUATION AT THE END OF THE DAY. THEY DO THIS TO AVOID POSITION LIMIT DETECTION. THE LIQUIDATION OF THE SPREADING FORMATION CONTINUES FOR EXACTLY ONE WEEK AND ENDS ON FIRST DAY NOTICE.”
WHAT IS ALARMING TO ME, ACCORDING TO OUR LONDON EXPERT ANDREW MAGUIRE IS THAT THESE EFP’S ARE BEING TRANSFERRED TO WHAT ARE CALLED SERIAL FORWARD CONTRACT OBLIGATIONS AND THESE CONTRACTS ARE LESS THAN 14 DAYS. ANYTHING GREATER THAN 14 DAYS, THESE MUST BE RECORDED AND SENT TO THE COMPTROLLER, GREAT BRITAIN TO MONITOR RISK TO THE BANKING SYSTEM. IF THIS IS INDEED TRUE, THEN THIS IS A MASSIVE CONSPIRACY TO DEFRAUD AS WE NOW WITNESS A MONSTROUS TOTAL EFP’S ISSUANCE AS IT HEADS INTO THE STRATOSPHERE.
The crooks also use the spread in the TAS account (trade at settlement). They buy the spot TAS (e.g. June) and sell the future TAS two months out (e.g. August). Then they unload the front month (i.e. unload the buy side first so the price of gold/silver falls. This occurs in the middle of the front delivery month cycle. They unload the sell side of the equation, two months down the road. The crooks violate position limits as the OCC refuse to hear our complaints.
First, here is an outline of what will be discussed tonight:
1.TODAY WE HAD THE OPEN INTEREST AT THE COMEX IN SILVER FELL BY A MEGA HUGE SIZED 3039 CONTRACTS OI TO 150,410 AND FURTHER FROM THE COMEX HIGH RECORD //244,710( SET FEB 25/2020). THE LAST RECORDS WERE SET IN AUG.2018 AT 244,196 WITH A SILVER PRICE OF $14.78/(AUGUST 22/2018)..THE PREVIOUS RECORD TO THAT WAS SET ON APRIL 9/2018 AT 243,411 OPEN INTEREST CONTRACTS WITH THE SILVER PRICE AT THAT DAY: $16.53). AND PREVIOUS TO THAT, THE RECORD WAS ESTABLISHED AT: 234,787 CONTRACTS, SET ON APRIL 21.2017 OVER 7 YEARS AGO. HOWEVER WE HAVE NOW SET A NEW RECORD LOW OF 114,102 CONTRACTS JULY 3.2023
EFP ISSUANCE 350 CONTRACTS
OUR CUSTOMARY MIGRATION OF COMEX LONGS CONTINUE TO MORPH INTO LONDON FORWARDS AS OUR BANKERS USED THEIR EMERGENCY PROCEDURE TO ISSUE:
MAR 350 CONTRACTS and 0 ALL OTHER MONTHS: ZERO. TOTAL EFP ISSUANCE: 0 CONTRACTS. EFP’S GIVE OUR COMEX LONGS A FIAT BONUS PLUS A DELIVERABLE PRODUCT OVER IN LONDON. IF WE TAKE THE COMEX OI LOSS OF 3,162 CONTRACTS AND ADD TO THE 350 E.FP. ISSUED
WE OBTAIN A MEGA HUGE SIZED LOSS OF 2812 OF OPEN INTEREST CONTRACTS FROM OUR TWO EXCHANGES WITH OUR GAIN OF $0.22 THE RATS ARE FLEEING THE ARENA.
THUS IN OUNCES, THE LOSS ON THE TWO EXCHANGES TOTALS 14.060 MILLION PAPER OZ
c) Commentaries from: Egon von Greyerz///Matthew Piepenburg via GoldSwitzerland.com, Pam and Russ Martens
ii a) Chris Powell of GATA provides to us very important physical commentaries
b. Other gold/silver commentaries
c. Commodity commentaries//
d)/CRYPTOCURRENCIES/BITCOIN ETC
2.ASIAN AFFAIRS JAN 2/2025
YOUR EARLY CURRENCY VALUES/GOLD AND SILVER PRICING/ASIAN AND EUROPEAN BOURSE MOVEMENTS/AND INTEREST RATE SETTINGS MONDAY MORNING.7:30 AM
SHANGHAI CLOSED UP 54.58 PTS OR 1.38%
//Hang Seng CLOSED UP 8.77 PTS OR 0.03%
// Nikkei CLOSED UP 1483.22 PTS OR 2.97
//Australia’s all ordinaries CLOSED UP 0.12%
//Chinese yuan (ONSHORE) CLOSED UP TO 6.9835
/ OFFSHORE CLOSED DOWN AT 6.9797/ Oil UP TO 57,59 dollars per barrel for WTI and BRENT UP TO 60.95 Stocks in Europe OPENED ALL MOSTLY GREEN
ONSHORE USA/ YUAN TRADING UP TO 6.9835 OFFSHORE YUAN TRADING DOWN TO 6.9797/ONSHORE YUAN TRADING BELOW OFF SHORE AND UP ON THE DOLLAR// / AND THUS STRONGER//OFF SHORE YUAN TRADING DOWN AGAINST US DOLLAR/ AND THUS WEAKER
1. COMEX DATA//AMOUNTS STANDING//VOLUME OF TRADING/INVENTORY MOVEMENTS
GOLD
LET US BEGIN:
THE TOTAL COMEX GOLD OPEN INTEREST ROSE BY A STRONG SIZED 5941 CONTRACTS TO 482,412 OI DESPITE OUR LOSS IN PRICE OF $10.10 WITH RESPECT TO FRIDAY’S // TRADING/ //COMEX CLOSING TIME:… WE LOST ZERO NET LONGS, WITH THAT PRICE LOSS FOR GOLD. AND AS YOU WILL SEE BELOW, OUR LOSS IN PRICE ALSO HAD A STRONG NUMBER OF EXCHANGE FOR PHYSICAL ISSUED (3015). WE HAD LITTLE T.A.S. LIQUIDATION FRIDAY. IT SEEMS THAT THE SPECULATORS WENT MASSIVELY HUGE TO THE LONG SIDE WITH OUR FRBNY PROVIDING STILL THE MASSIVE NECESSARY PAPER AND OTHER CENTRAL BANKERS CONTINUING ON THE LONG SIDE .
YOU WILL NOTICE THAT THE COMEX OI IS NOW GAINING HUGELY FROM ITS LOW OI OF AROUND 418,000 TO NOW 482,412 AND NOW AMPLE ENOUGH FOR A RAID BY OUR BANKERS LIKE MONDAY. FROM CHINA WE LEARN THAT THE GOLD LEASE RATE IS NOW AROUND ONE TO 2 %
WE THUS HAD A TOTAL GAIN IN OI ON BOTH OF OUR EXCHANGES, THE COMEX AND LONDON’S EXCHANGE FOR PHYSICAL EQUATING TO 8956 CONTRACTS (OR 27,86 TONNES). THEN WE WERE NOTIFIED OF ZER0 CONTRACT EXCHANGE FOR RISK ISSUANCE IN GOLD CONTRACTS FOR 0 OZ OR 0 TONNES OF GOLD. IN DECEMBER WE HAVE RECORDED 5 ISSUANCES OF EXCHANGE FOR RISK/4 FOR DEC AND THE LAST ONE ON DEC 31 FOR JANUARY. WE NOW HAVE 3 CHOICES FOR THE RECIPIENT OF THIS ISSUANCE AND IT MUST BE A CENTRAL BANK. YOU WILL RECALL THAT THE BUYER ASSUMES THE RISK OF THAT DELIVERY. (THUS TOTAL EXCHANGE FOR RISK FOR THE MONTH OF DECEMBER IS 6.56 TONNES/4 OCCASIONS AND THEN ONE EARLY JANUARY: 3.446 TONNES)
HERE ARE THE CHOICES FOR THE RECIPIENT OF THOSE ISSUANCES:
1 THE CENTRAL BANK OF ENGLAND. BUT THEY RECEIVED CLEARANCE THAT THEIR GOLD IS BACK SO IT IS NOT LIKELY THAT THEY WOULD LIKE TO ADD TO THEIR RESERVES.
2. THE CENTRAL BANK OF THE USA: THE FED. LOGICAL CHOICE AS THEY CLAMOUR TRYING TO REDUCE THEIR 39 TONNES OF SHORTAGE.
3. THE CENTRAL BANK OF CHINA AS THEY BATTLE WITS WITH THE USA.
TOTAL EXCHANGE FOR RISK FOR DECEMBER IS 656 TONNES AND THIS WAS ADDED TO OUR NORMAL DELIVERY TOTALS.. THE JANUARY ISSUANCE WILL BE ADDED TO OUR DAILY TOTALS!!
DETAILS ON OUR NEW JANUARY COMEX CONTRACT MONTH//
IN TOTAL WE HAD A STRONG SIZED GAIN ON OUR TWO EXCHANGES OF 8956 CONTRACTS WITH OUR LOSS IN PRICE. HOWEVER, OUR FRIENDLY PHYSICAL LONDON BOYS HAD ANOTHER FIELD DAY AGAIN THROUGHOUT OF THE WEEK AS THEY WERE READY FOR THE FRBNY.S CONTINUED ORCHESTRATED ATTACKS VERY EARLY IN THE COMEX SESSIONS AS THEY TRIED TO ABSORB EVERYTHING IN SIGHT FROM THEIR DAILY ATTACKS. LONDONERS EXERCISED THEIR BOUGHT CONTRACTS FOR PHYSICAL GOLD VIA THE EXCHANGE FOR PHYSICAL ROUTE AND THANKED THE FRBNY AND OUR SHORT SPECULATORS FOR THE THOUGHTFULNESS. LONDON ANNOUNCED EARLY IN THE YEAR (AND SCARCITY CONTINUES TO THIS DAY) THAT THEY WERE OUT OF GOLD. WRONGLY IT WAS ATTRIBUTED TO THEIR SHIPPING PHYSICAL GOLD TO COMEX FOR STORAGE DUE TO TRUMP’S INITIATION OF TARIFFS. THE TRUTH OF THE MATTER IS THAT THIS GOLD LEFT LONDON TO OTHER CENTRAL BANKS, AND COMEX BANKS HAVE BEEN PAPERING THEIR LOSSES (DERIVATIVE) WITH KILOBAR ENTRIES.
THE LIQUIDATION OF T.A.S. CONTRACTS THROUGHOUT THE MONTHS OF JUNE THROUGH JANUARY/ CONTINUES TO DISTORT OPEN INTEREST NUMBERS GREATLY ALTHOUGH THE T.A.S. ISSUANCES IN GOLD HAVE GENERALLY BEEN ON THE LOW SIDE COMPARED TO SILVER WHICH HAVE BEEN HUGE. TODAY’S NUMBER HOWEVER IS A FAIR T.A.S ISSUANCE CONTRACTS. THE CME NOTIFIES US THAT THEY HAVE ISSUED 1943 T.A.S CONTRACTS AND WILL BE USED FOR RAID PURPOSES TO STOP GOLD’S RISE AND TO TEMPER HUGE LOSSES IN OTC DERIVATIVE BETS AND IT WAS IN FULL FORCE DURING LAST WEEK AND CONTINUING ON THIS WEEK. IT SURE LOOKS LIKE THE BIS HAS GIVEN THE FRBNY ITS MARCHING ORDERS TO COVER AND THAT MAY EXPLAIN THE HUGE NUMBER OF T.A.S. ISSUANCES IN DECEMBER.
HERE IS A SUMMARY OF GOLD STANDING FOR DELIVERY ON OUR LAST 9 MONTHS:
FOR APRIL AT 209 TONNES
2. AND THIS CONTINUED INTO MAY WITH FINAL STANDING AT 90.23 TONNES.
3. JUNE WHICH IS A HUGE DELIVERY MONTH , FINAL STANDING WAS RECORDED AT A STRONG 93.085 TONNES. //(TOTAL NET QUEUE JUMPING FOR THE JUNE MONTH: 31.027 TONNES.)
4. IN JULY WE HAD HUGE DELIVERY NOTICES ESPECIALLY FOR A NON ACTIVE DELIVERY MONTH WITH INITIAL STANDING AT 17.947 TONNES PLUS MANY QUEUE JUMPS + 3.75 TONNES EX FOR RISK = 41.106 TONNES OF GOLD // FINAL TOTAL TONNES STANDING JULY: 41.106 TONNES
5. FOR THE MONTH OF AUGUST:
INITIAL AMOUNT OF GOLD STANDING FOR AUGUST: 60.547 TONNES PLUS THE MONTHS HUGE QUEUE JUMPS OF 47.2312 TONNES +44.696 TONNES EX FOR RISK (7 ISSUANCES) //NEW STANDING 152.208 TONNES WHICH IS MONSTROUS!!!
6. FINAL AMOUNT OF GOLD STANDING FOR SEPT; INITIAL STANDING; 2,602 CONTRACTS OR 260,200 OZ FOR 8.093 TONNES OF GOLD FOLLOWED BY TODAY’S 0.4883 TONNES QUEUE JUMP TO GO ALONG WITH TODAY’S 1.244 TONNES OF EXCHANGE FOR RISK ISSUANCE TODAY AND // TOTAL EXCHANGE FOR RISK ISSUANCE SEPT: 22.923 TONNES//NEW TOTALS STANDING ADVANCES TO 48.801 TONNES OF GOLD!!!
7. OCTOBER:
OCTOBER: INITIAL STANDING FOR GOLD: 90.164 TONNES TO WHICH WE ADD OUR LATEST OCT 30 QUEUE JUMP OF 0.00311 TONNES WHICH FOLLOWS OCT 29 QUEUE JUMP OF .4096 WHICH FOLLOWS; OCT 28 QUEUE JUMP OF .5069 TONNES WHICH FOLLOWS OCT 27 OF 0.3048 TONNES WHICH FOLLOWS: OCT 24 OF 0.8615 TONNES, FOLLOWING OCT 23 QUEUE JUMP OF 1.695 TONNES OCT 22 JUMP OF 8.622 TONNES WHICH FOLLOWS OCT 21: 3.8600 TONNES TO OCT 20 QUEUE JUMP OF 7.695 TONNES WHICH FOLLOWED OCT 17 RECORD SETTING: 12.031 TONNE QUEUE JUMP WHICH FOLLOWED THURSDAY’S QUEUE JUMP OF 8.326 TONNES WHICH FOLLOWED WEDNESDAY;S 6.469 WHICH FOLLOWED ALL PREVIOUS QUEUE JUMPS OF 42.549 TONNES TO WHICH WE ADD OUR TOTAL 4679 EXCHANGE FOR RISK CONTRACTS ON 6 OCCASIONS FOR 467,900 OZ OR 14.553 TONNES.! TOTAL STANDING ADVANCES TO 197.511 TONNES OF GOLD
SUMMARY FOR OCTOBER STANDING:
THAT IS;
a) INITIAL STANDING 90.164 TONNES
b) INITIAL EXCHANGE FOR RISK ISSUANCE OF 500 CONTRACTS FOR 50,000 OZ OR 1.555 TONNES
c) ANOTHER 3 CONSECUTIVE EXCHANGE FOR RISK ISSUANCES OF 2150 CONTRACTS FOR 215000 OZ OR 6.687 TONNES
D) AFTER A ONE DAY HIATUS, A 5TH ISSUANCE FOR 1000 CONTRACTS //100,000 OZ OR 3.1104 TONNES
E) AFTER A TWO WEEK HIATUS: ITS 6TH ISSUANCE FOR 1029 CONTRACTS/102,900 OZ OR 3.200 TONNES
TOTAL EXCHANGE FOR RISK OCT 6 OCCASIONS: 14.553 TONNES
TO WHICH WE ADD ALL OUR QUEUE JUMPING IN OCT: TOTAL MONTH;: 92.7648 TONNES
(ALL OF THESE QUEUE JUMPS ARE REPRESENTED BY CENTRAL BANKS DESPERATELY ADDING TO THEIR OFFICIAL RESERVES)
EQUALS
197.5141 TONNES OF GOLD!!
END
8. NOVEMBER:TOTAL TONNES STANDING INCLUDING ALL QUEUE JUMPS AND EXCHANGE FOR RISK ISSUANCE:
INITIAL GOLD STANDING AT THE COMEX IS 5032 CONTRACTS OR 503,200 OZ (15.651 TONNES) FOLLOWED BY ITS TODAY’S QUEUE JUMP OF 2.323 TONNES/ FOLLOWED BY ALL NOVEMBER QUEUE JUMPS OF 21.3775 TONNES TO WHICH WE ADD OUR SECOND EXCHANGE FOR RISK OF 1016 CONTRACTS FOR 101600 OZ OR 3.165 TONNES TO OUR FIRST EXCHANGE FOR RISK ISSUANCE OF 1.3966 TONNES/// NEW EXCHANGE FOR RISK: 4.5595 TONNES//NEW TOTAL GOLD STANDING IN NOVEMBER ADVANCES TO 43.9716 TONNES
9. DECEMBER: INITIAL AMOUNT OF GOLD STANDING FOR DELIVERY: 83.813 TONNES OF GOLD FOLLOWED BY TODAY’S 0.1337 TONNES OF QUEUE JUMP WHICH FOLLOWS ALL OTHER NET QUEUE JUMPING OF 37.163 TONNES//STANDING ADVANCES TO 115.257 TONNES TO WHICH WE ADD OUR FOUR ISSUANCES OF EXCHANGE FOR RISK OF 6.559 TONNES/NEW STANDING IS THUS: 121.977 TONNES.
10. JANUARY 2026: INITIAL GOLD STANDING IS 13.785 TONNES TO WHICH WE ADD OUR 2ND QUEUE JJUMP OF 1.726 TONNESS WHICH ADDED TO OUR FIRST QUEUE JUMP OF .3141 COMES TO 2.040 TONNES TOTAL QUEUE JUMPING (NORMAL STANDING ADVANCES TO 15.819 TONNES) TO WHICH WE ADD OUR FIRST EXCHANGE FOR RISK OF 3.447 TONNNES/./NEW STANDING ADVANCES TO 19.266 TONNES
THE FED IS THE OTHER MAJOR SHORT OF AROUND 39+ TONNES OF GOLD OWING TO THE B.I.S. THE OCC ORDERED THE BANKS TO COVER THEIR GOLD LOSSES FROM OCC BETS. THIS IS SUCH A SMALL FRACTION OF WHAT IS OWED!!! THE FRBNY BORROWED GOLD FROM THE BIS TO COVER THOSE HUGE LOSSES OF AROUND 39 TONNES OF GOLD.. THE FED IS VERY WORRIED ABOUT WHAT IS GOING TO HAPPEN TO GOLD PRICES IF THEY DO NOT BORROW THIS GOLD. SO IT IS POSSIBLE/PROBABLE THAT THE FED IS THE BUYER OF 10.006 TONNES OF EXCHANGE FOR RISK/DECEMBER/EARLY JANUARY!!
THE MAJOR FOUR OR FIVE BANKS ARE ALSO WORRIED ABOUT THEIR HUGE PRECIOUS METAL DERIVATIVE SHORT EXPOSURE (NORTH OF ONE TRILLION DOLLARS) AND THIS IS PROBABLY THE MAJOR REASON FOR GOLD/SILVER’S RISE THESE PAST SEVERAL MONTHS. THEY ARE TOTALLY TRAPPED., AND THEIR FAILURE TO STOP OTHER CENTRAL BANK PURCHASES OF PHYSICAL GOLD IS THE MAJOR ISSUE OF THE DAY. IT SURE DOES LOOK LIKE THE BIS HAS NOW GIVEN THE FED ITS MARCHING ORDERS TO COVER ITS PHYSICAL GOLD SHORT AS THEIR OUTSTANDING LOAN OF 39+ TONNES REMAIN ON THE BOOKS OF THE BIS AND THE END OF THE YEAR IS APPROACHING.
THE FRBNY IS STILL NON COMPLIANT WITH RESPECT TO BASEL III BUT IT IS NOT NECESSARY FOR THEM TO BE COMPLIANT ONLY COMMERCIAL BANKERS MUST BE.
OUR PHYSICAL LONDONERS BOUGHT NEW MASSIVE QUANTITIES OF LONGS AT ANY PRICE AND THIS GOLD BOUGHT WILL BE TENDERED FOR PHYSICAL ON A T + ???? BASIS. BECAUSE GOLD IS BASEL III COMPLIANT, GOLD IS SUPPOSED BE DELIVERED IN A VERY TIMELY ONE DAY. CENTRAL BANKS AROUND THE WORLD, BEING REPRESENTED BY OUR LONDONERS, ARE THE REAL PURCHASERS OF THIS GOLD.
EUROPE IS NOW BASEL III COMPLIANT. THE WEST ( COMEX) IS NOW COMPLIANT EFFECTIVE JULY 1//2025.
THE PROBLEM FOR THOSE PROVIDING THE SHORT PAPER IS THE SHOCK TO THEM ON RECEIVING NOTICE THAT THE LONGS WANT THE PHYSICAL GOLD AS THEY TENDER FOR THAT SHINY YELLOW METAL. THE HIGH LIQUIDATION OF OUR TWO SPREADERS: 1) THE MONTH END SPREADERS AND 2. T.A.S DURING THESE PAST SEVERAL WEEKS IS SURELY DISTORTING COMEX OPEN INTEREST BUT THAT DOES NOT STOP LONDON’S ACCUMULATION OF PHYSICAL! YOU CAN ALSO VISUALIZE THAT PERFECTLY WITH THE HUGE AMOUNTS OF QUEUE JUMPING ORCHESTRATED BY CENTRAL BANKERS BOLTING AHEAD OF ORDINARY LONGS AS THEIR NEED FOR PHYSICAL IS GREAT AS THEY SCOUR THE PLANET LOOKING FOR GOLD, AND THE MASSIVE AMOUNT OF GOLD STANDING EACH AND EVERY MONTH
EXCHANGE FOR PHYSICAL ISSUANCE/DEC.//BORROWINGS FROM THE FRBNY:
THE CME REPORTS THAT THE BANKERS ISSUED A STRONG SIZED EXCHANGE FOR PHYSICAL OF 3015 CONTRACTS.
THAT IS A STRONG SIZED 3015 EFP CONTRACT WAS ISSUED: : /FEB 3015 & ZERO FOR ALL OTHER MONTHS:
TOTAL EFP ISSUANCE: 3015 CONTRACT. THESE EFP;S CIRCLE AROUND LONDON ON A 13 DAY BASIS AND ARE NOW USED BY GLOBAL CENTRAL BANKS TO EXERCISE FOR PHYSICAL GOLD WITH THE OBLIGATION TO DELIVER BEING FORCED ONTO COMEX BANKS. THE GOLD GENERALLY DELIVERED COMES FROM LONDON BUT THEY ARE OUT!! THUS COMEX BECOMES THE MAJOR SOURCE FOR OUR CENTRAL BANKERS. THE REGULATORY BODY THAT IS SUPPOSE TO CONTROL THESE EFP’S IS THE O.C.C. HEADQUARTERED IN BOTH LONDON AND WASHINGTON. SEEMS NOW THAT THE OCC IS CLAMPING DOWN ON THIS EFP’S CIRCLING AROUND IN LONDON AS THEY ORDERED THE BULLION BANKS TO COVER MUCH OF THEIR DERIVATIVE BETS ON THESE CONTRACTS!! THUS THE FRBNY SAVED OUR BULLION BANKS FROM EXTINCTION WITH THIS BORROWED GOLD FROM THE BIS OF 39 TONNES
WE HAD :
LITTTLE LIQUIDATION OF OUR T.A.S. SPREADERS DURING THE COMEX SESSION + AND DID HAVE CONSIDERABLE GOVERNMENT LIQUIDATION
ZERO MONTH END SPREADERS LIQUIDATION!!. WILL NOT COMMENCE UNTIL THE END OF JANUARY..
T.A.S.SPREADER ISSUANCE//JANUARY
AS PER OUR NEWBIE TRADE AT SETTLEMENT (TAS) MANIPULATION OPERATION (WHICH CRAIG HEMKE HAS POINTED OUT HAPPENS USUALLY DURING MID MONTH IN THE DELIVERY CYCLE), BUT NOW ON A DAILY BASIS, THE CME REPORTS THAT THE TOTAL T.A.S. ISSUANCE FOR FRIDAY NIGHT/SATURDAY MORNING WAS A FAIR SIZED 1943 CONTRACTS
THE RAIDS WHETHER ON OPTIONS EXPIRY MONTH OR T.A.S. DRIVEN, ACCOMPLISHES TWO IMPORTANT ASPECTS FOR OUR CROOKS:
STALLS THE ADVANCE IN PRICE
LOWERS THEIR ADVANCING DERIVATIVE LOSSES.
THAT SET UP FRIDAY’S LOSS IN PRICE IN GOLD WITH A CORRESPONDING STRONG GAIN OF COMEX OI AND A STRONG EXCHANGE FOR PHYSICAL ISSUANCE..
.
THE COMEX IS IN TOTAL TURMOIL ESPECIALLY THESE PAST 6 MONTHS WITH THE FOLLOWING;
WITH JULY’S RARE TWO ISSUANCES OF EXCHANGE FOR RISK (LATE IN JULY)
AND THIS WAS FOLLOWED WITH AUGUST’S 7 ISSUANCES OF EXCHANGE FOR RISK FOR 44.696 TONNES
TO BE FOLLOWED BY SEPTEMBER’S 7 ISSUANCES FOR EXCHANGE FOR RISK FOR 22.923 TONNES.
TO BE FOLLOWED BY OCTOBER’S 6 ISSUANCES FOR 14.553 TONNES
TO BE FOLLOWED BY NOVEMBER’S TWO ISSUANCES FOR 4.5575 TONNES
THE LONDON BANKING AUDITORS HAVE SO FAR REFUSED TO GIVE CERTIFICATION ON THE BANK OF ENGLAND’S SISTER HOLDING OPERATION, THE E.E.A. ON ITS GOLD AND OTHER ASSETS HELD UNDER THE E.E.A.(SEE ROBERT LAMBOURNE’S LETTER OCT 8/
FRBNY BORROWS ANOTHER 24 TONNES OF GOLD FROM THE BIS IN OCT TO SAVE THE BULLION BANKS FROM EXTINCTION AFTER THE O.C.C ORDERED THE BULLION BANKS TO BE ONSIDE WITH THEIR DERIVATIVES. THE FRBNY IS NOW SHORT 54+ TONNES OF GOLD.
MASSIVE REMOVAL OF COMEX CONTRACTS FROM PRELIMINARY OI TO FINAL OI//RECORD 33,000 CONTRACTS REMOVED FRIDAY NOV 21//
MASSIVE T.A.S. CONTRACTS ISSUED FOR 5 CONSECUTIVE DAYS/SIGNALLING A MASSIVE RAID TO BE!
MASSIVE RAIDS AT THE COMEX CALLED UPON EVERY OTHER DAY LAST WEEK
GOLD STANDING AT THE COMEX FOR GOLD LAST 12 MONTHS OF 2025
YEAR 2025:
JAN 2025:
113.30 TONNES (WHICH INCLUDES 43.408 TONNES EX FOR RISK)
FEB: 2025:
256.607 TONNES (WHICH INCLUDES 18.4567 TONNES OF EX FOR RISK)
MARCH:
STANDING FOR GOLD : 60.33 TONNES + 7.6179 TONNES EX FOR RISK = 67.9479 TONNES WHICH IS EXTREMELY HIGH FOR A NON DELIVERY MONTH.
APRIL:
FINAL STANDING FOR GOLD: 201.573 TONNES + 8.3571 TONNES EX FOR RISK = 209.953 TONNES
MAY: FINAL STANDING 90.235 TONNES WHICH INCLUDES QUEUE JUMPING AND 9.591 TONNES EX FOR RISK.
JUNE: FINAL STANDING 62.534 TONNES PLUS 0.1493TONNES OF QUEUE JUMP EQUALS 93.085 TONNES
JULY: 17.947 TONNES INITIAL STANDING FIRST DAY NOTICE PLUS TODAY’S 0 TONNES QUEUE JUMP + 1.555 TONNES EX FOR RISK/PRIOR + 2.195 EX FOR RISK TODAY = = 41.106 TONNES
AUGUST:INITIAL AMOUNT OF GOLD STANDING: 60.547 TONNES TO WHICH WE ADD OUR 7 MONTHLY ISSUANCES OF: EXCHANGE FOR RISK TOTALLING 44.696 TONNES//NEW STANDING ADVANCES AS FOLLOWS:
107.5117 TONNES NORMAL DELIVERIES (INCLUDES ALL QUEUE JUMPS /EXCHANGE FOR PHYSICAL TRANSFERS) +
5.4432 TONNES EXCHANGE FOR RISK/PRIOR/AUGUST 7
2.413 TONNES EXCHANGE FOR RISK AUGUST 11
PLUS 2.637 TONNES EX FOR RISK AUGUST 12
PLUS: 9.107 TONNES EX FOR RISK AUGUST 25
PLUS 9.1010 TONNES EX FOR RISK AUGUST 26!!
PLUS 9.0699 TONNES EX FOR RISK AUGUST 27
PLUS 6.923 TONNES EX. FOR RISK/AUGUST 28
MONTHLY TOTAL 44.696 TONNES EXCHANGE FOR RISK!MONTH OF AUGUST.
EQUALS
152.208 TONNES TONNES OF GOLD.
SEPT:
SEPT: 25.878 TONNES OF GOLD INITIAL GOLD STANDING TO WHICH WE ADD OUR 22.923 TONNES OF EXCHANGE FOR RISK ISSUED 7 TIMES DURING THE MONTH:
TOTAL EX FOR RISK// FOR MONTH = 22.923//NEW TOTALS FOR GOLD STANDING SEPT ADVANCES TO 48.801 TONNES
THIS IS HUGE FOR A GENERALLY WEAK SEPTEMBER DELIVERY MONTH.
OCTOBER: INITIAL AMOUNT OF GOLD STANDING: 90.164 TONNES OF GOLD FOLLOWED BY TODAY’S TINY 0.00311 TONNES QUEUE JUMP WHICH FOLLOWS ALL PREVIOUS QUEUE JUMPS OF 76.1656 TONNES WHICH MUST BE ADDED TO OUR 6 ISSUANCES OF 14.553 TONNES EXCHANGE FOR RISK//TOTAL NEW STANDING FOR GOLD IN THIS ACTIVE OCTOBER DELIVERY MONTH ADVANCES TO 197.5141 TONNNES.
NOVEMBER WHERE INITIAL AMOUNT OF GOLD STANDING IS REGISTERED AT 15.651 TONNES OF GOLD FOLLOWED BY TODAY’S QUEUE JUMP OF 2 TONNES AND FOLLOWED BY ALL OTHER NOV QUEUE JUMPS OF 21.3775 TONNES TO WHICH WE ADD OUR TWO EXCHANGE FOR RISK ISSUANCE FOR 4.5596 TONNES.
DECEMBER: INITIAL AMOUNT OF GOLD STANDING FOR DELIVERY IN THIS ACTIVE MONTH IS 83.813 TONNES FOLLOWED BY TODAY’S 0.XXXX TONNES QUEUE JUMP. THIS FOLLOWS ALL OTHER QUEUE JUMPING: 37.163 TONNES//NEW STANDING ADVANCES TO 115.390 TONNES TO WHICH WE ADD OUR FOUR EXCHANGE FOR RISK ISSUANCE OF 6.559 TONNES//NEW STANDING THUS INCREASES TO 121.977 TONNES
JANUARY: INITIAL GOLD STANDING 13.785 TONNES TO WHICH WE ADD OUR NEXT QUEUE JUMP OF 1.726 TONNES TO OUR FIRST QUEUE JUMP OF .3141 TONNES//TOTAL QUEUE JUMPING SO FAR IN JANUARY 2.040 TONNES//NEW NORMAL STANDING: 15.819 AND THEN WE ADD OUR FIRST EXCHANGE FOR RISK OF 3.447 TONNES//NEW STANDING ADVANCES TO 19.266 TONNES
HERE ARE THE AMOUNTS THAT STOOD FOR DELIVERY IN THE PRECEDING 48 MONTHS 2021-2024
DEC 2021: 112.217 TONNES
NOV. 8.074 TONNES
OCT. 57.707 TONNES
SEPT: 11.9160 TONNES
AUGUST: 80.489 TONNES
JULY 7.2814 TONNES
JUNE: 72.289 TONNES
MAY 5.77 TONNES
APRIL 95.331 TONNES
MARCH 30.205 TONNES
FEB ’21. 113.424 TONNES
JAN ’21: 6.500 TONNES.
TOTAL YEAR 2021 (JAN- DEC): 601.213 TONNES
YEAR 2022: STANDING FOR GOLD/COMEX
JANUARY 2022 17.79 TONNES
FEB 2022: 59.023 TONNES
MARCH: 36.678 TONNES
APRIL: 85.340 TONNES FINAL.
MAY: 20.11 TONNES FINAL
JUNE: 74.933 TONNES FINAL
JULY 29.987 TONNES FINAL
AUGUST:104.979 TONNES//FINAL
SEPT. 38.1158 TONNES
OCT: 77.390 TONNES/ FINAL
NOV 27.110 TONNES/FINAL
Dec. 64.000 tonnes
(TOTAL YEAR 656.076 TONNES)
2023:STANDING FOR GOLD/COMEX
JAN/2023: 20.559 tonnes
FEB 2023: 47.744 tonnes
MAR: 19.0637 TONNES
APRIL: 75.676 tonnes
MAY: 19.094 TONNES + 1.244 tonnes of exchange for risk = 20.338
JUNE: 64.354 TONNES
JULY: 10.2861 TONNES
AUGUST: 38.855 TONNES(INCLUDING .6842 EXCHANGE FOR RISK)
SEPT: 15.281 TONNES FINAL
OCT. 35.869 TONNES + 1.665 EXCHANGE FOR RISK =37.0355 tonnes
DEC. 47.073 + 4.634 TONNES OF EXCHANGE FOR RISK = 51.707 TONNES
TOTAL 2023 YEAR : 436.546 TONNES
2024/STANDING FOR GOLD/COMEX
JAN ’24. 22.706 TONNES
FEB. ’24: 66.276TONNES (INCLUDES 1.723 TONNES EX. FOR RISK)
MARCH: 18.8398 TONNES + 1.1695 EX FOR RISK = 20.093 TONNES
APRIL: 2024: 53.673TONNES FINAL
MAY/ 2024 8.5536 TONNES + 3.3716 TONNES EX FOR RISK/= 11.9325
JUNE; 95.578 TONNES. + 1.045 TONNES EXCHANGE FOR RISK =96.623 THIS IS THE HIGHEST RECORDED GOLD STANDING SINCE AUGUST 2022
JULY: 11.692 TONNES
AUGUST 69.602 TONNES//FINAL STANDING
SEPT. 13.164 TONNES.
OCT 39.474 TONNES + + 20.917 TONNES EXCHANGE FOR RISK =60.391 TONNES
NOV . 11.265 TONNES +4.665 TONNES EXCHANGE FOR RISK/TUESDAY + 3.11 TONNES OF EX. FOR RISK/PRIOR = 19.0425 TONNES
DEC: 80.4230 TONNES PLUS DEC MONTH EXCHANGE FOR RISK TOTAL 14.6836 TONNES EQUALS 95.1066 TONNES
total year 2024: 540.30 tonnes
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COMEX GOLD TRADING BEGINNING JANUARY,. CONTRACT;
THE SPECS/HFT WERE SUCCESSFUL IN LOWERING GOLD’S PRICE( IT FELL BY $10.10/ /)
WE HAD LITTLE T.A.S. SPREADER LIQUIDATION FRIDAY WITH FINALIZATION OF MONTH END SPREADER LIQUIDATION// COMEX SESSION// WITH OUR GAIN IN PRICE ////.. BUT OUR SPECULATORS REMAIN RELENTLESS POURING INTO THE COMEX// WITH OTHER EASTERN CENTRAL BANKS TENDERING FOR PHYSICAL TUESDAY NIGHT WHICH ALSO EXPLAINS THE HUGE NUMBER OF TONNES OF GOLD STANDING FOR JANUARY IN AN OFF MONTH. THE COMEX IS ONE BIG MESS!!
FRIDAY NIGHT//SATURDAY MORNING
THE CROOKS HOWEVER COULD NOT STOP OTHER CENTRAL BANK LONGS, SEIZING THE MOMENT, THEY EXERCISED AGAIN FOR PHYSICAL IN A BIG WAY TENDERING FOR PHYSICAL FRIDAY EVENING/SATURDAY MORNING AND THUS OUR HUGE NUMBER OF GOLD CONTRACTS STANDING FOR DELIVERY AT THE COMEX. CENTRAL BANKERS WAIT PATIENTLY FOR THE GOLD
A LITTLE REVIEW OF GOLD STANDING THESE PAST 4 MONTHS:
STANDING FOR GOLD OCT THROUGH TO JANUARY:
ANALYSIS// OCT DELIVERY MONTH GOING FROM FIRST DAY NOTICE// OCT COMEX CONTRACT TO FINALIZATION OCT 31:
OCT AT 90.164 TONNES TO BE FOLLOWED BY ALL PREVIOUS QUEUE JUMPS OF 75.696 TONNES WHICH WE ADD OUR 14.553 TONNES EX FOR RISK/6 OCCASIONS:
/ TOTAL STANDING 197.551 TONNE/OCTOBER FINAL//ABSOLUTELY A MONSTER DELIVERY FOR A NORMALLY QUIET OCT MONTH
2. AND NOW NOVEMBER:
NOVEMBER BEGINS WITH A HUGE 15.651 TONNES INITIALLY STANDING FOR DELIVERY FOLLOWED BY OUR TODAY’S QUEUE JUMP OF 2.323 TONNES WHICH FOLLOWED ALL OTHER NOVEMBER QUEUE JUMPS OF 21.3775 TONNES TO WHICH WE ADD OUR TWO ISSUANCES OF EXCHANGE FOR RISK OF 4.5596 TONNES..
NEW STANDING ADVANCES TO 43.9716 ONNES OF GOLD.
3. AND NOW DECEMBER:
3. DECEMBER: INITIAL AMOUNT OF GOLD STANDING FOR DELIVERY: 83.813 TONNES FOLLOWED BY A 0 CONTRACT QUEUE JUMP FOR NIL OZ OR 0.000 TONNES WHICH FOLLOWS OTHER DEC QUEUE JUMPS OF: 0 TONNES///STANDING ADVANCES TO 115.390 TONNES TO WHICH WE ADD OUR FOUR EXCHANGE FOR RISK ISSUANCE OF 6.559TONNES/NEW STANDING ADVANCES TO 121.977TONNES
4. NOW JANUARY:
AMOUNT STANDING FOR GOLD INITIALLY 13.7516 TONNES TO WHICH WE ADD OUR QUEUE JUMP OF 1.726 TONNES TO OUR FIRST QUEUE JUMP OF .2141 TONNES//NEW TOTAL QUEUE JUMPS 2.040 TONNES//NEW NORMAL STANDING ADVANCES TO 15.819 TONNES TO WHICH WE ADD OUR FIRST EXCHANGE FOR RISK OF 3.447 TONNES. NEW STANDING ADVANCES TO 19.266 TONNES
ALL OF THIS WAS ACCOMPLISHED WITH OUR LOSS IN PRICE TO THE TUNE OF $10.10
WE HAD A SMALL 398 CONTRACTS REMOVED TO THE COMEX TRADES TO OPEN INTEREST (CROOKS)//PRELIMINARY TO FINAL. AND THIS IS TOTALLY INSANE .
NET GAIN ON THE TWO EXCHANGES : 9354 CONTRACTS OR 935,400 OZ OR 29.094 TONNES
Total monthly oz gold served (contracts) so far this month
4249 notices 424,900 0z 13.216 TONNES
Total accumulative withdrawals of gold from the Dealers inventory this month
NIL oz
Total accumulative withdrawal of gold from the Customer inventory this month
dealer deposits: 0
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DEPOSITS/CUSTOMER
DEPOSITS/CUSTOMER
1 ENTRIES
i) Into MANFRA 25,752.951 oz (801 kilobars)
total deposit: 25,752.951 oz (0.801 TONNES)
customer withdrawals:
1 ENTRIES
i) out of Asahi: 25,270.680 oz
(786 kilobars)
they are draining the comex of gold
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ADJUSTMENTs 1//dealer to customer Brinks’
i) 32,118.849 oz (999 kilobars)
chaos inside the comex
AMOUNT OF GOLD STANDING FOR DECEMBER
THE FRONT MONTH OF JANUARY STANDS AT 1175 CONTRACTS FOR A GAIN OF 419 CONTRACTS.
WE HAD 136 NOTICES FILED ON FRIDAY, SO WE GAINED 555 CONTRACTS OR 55,500 OZ (1.726 TONNES) OF A QUEUE JUMP.
FEB GAINED 3455 CONTRACTS UP TO 331,123 CONTRACTS
MARCH GAINED 115 CONTRACTS UP TO 2652
We had 338 contracts filed for today representing 33,800 oz
Today, 0 notice(s) were issued from J.P.Morgan dealer and 0 notices issued from their client or customer account. The total of all issuance by all participants equate to 338 contract(s) of which 0 notices were stopped (received) by j.P. Morgan dealer and 32 notice(s) was (were) stopped (received) by J.P.Morgan//customer account
To calculate the INITIAL total number of gold ounces standing for JAN /2026. contract month, we take the total number of notices filed so far for the month (4249 ) to which we add the difference between the open interest for the front month of DEC ( 1175 CONTRACTS) minus the number of notices served upon today (338 x 100 oz per contract) equals 508,600OZ OR 15.819 Tonnes of gold to which we add our first exchange for risk in January of 3.447 tonnes//new standing advances to 19.266 tonnes
thus the INITIAL standings for gold for the JAN contract month: No of notices filed so far (4249 x 100 oz +we add the difference for front month of JAN (1175 OI} minus the number of notices served upon today (338)x 100 oz) which equals 508,600 OR 15.819 TONNES plus our first exchange for risk of 3.447 tonnes//new standing advances to 19.266 tonnes
new total of gold standing in JANUARY is 19.266 tonnes
TOTAL COMEX GOLD STANDING FOR JANUARY ..: 19.266 TONNES TONNES WHICH IS STRONG FOR THIS NORMALLY VERY NON ACTIVE ACTIVE DELIVERY MONTH OF JANUARY.
volume FRIDAY confirmed 174,245 fair
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COMEX GOLD INVENTORIES/CLASSIFICATION
NEW PLEDGED GOLD:
241,794.285 oz NOW PLEDGED /HSBC 5.94 TONNES
204,937.290 OZ PLEDGED MANFRA 3.08 TONNES
83,657.582 PLEDGED JPMorgan no 1 1.690 tonnes
265,999.054, oz JPM No 2
1,152,376.639 oz pledged Brinks/
Manfra: 33,758.550 oz
Delaware: 193.721 oz
International Delaware:: 11,188.542 oz
total pledged gold: 1,967,592.462 oz 61.20 tonnes pledged gold lowers
TOTAL OF ALL GOLD ELIGIBLE AND REGISTERED GOLD 36,403,451.805. oz
TOTAL REGISTERED GOLD 19,329,396.443 or 601.225 Tonnes
TOTAL OF ALL ELIGIBLE GOLD 17,074,035.302 OZ
REGISTERED GOLD THAT CAN BE SERVED UPON 17,361.804oz ((REG GOLD- PLEDGED GOLD)=
540.025 Tonnes // (declining rapidly)
total inventories in gold declining rapidly
SILVER/COMEX
THE JANUARY. 2025 SILVER CONTRACTS
JAN 5.2026
INITIAL/
Silver
Ounces
Withdrawals from Dealers Inventory
NIL oz
Withdrawals from Customer Inventory
2 entries
i) JPMorgan: 649,968.200.oz ii) Out of Manfra: 200,043.540 oz
total withdrawal: 850,011.740 oz oz
Deposits to the Dealer Inventory
1 ENTRY
i) Into CNT 598,431.350 oz total deposit 598,431.35 o
Deposits to the Customer Inventory
0 ENTRIES
total deposit: nil
No of oz served today (contracts)
150 CONTRACT(S) ( 0.75 million OZ
No of oz to be served (notices)
1027 contracts (5.135 MILLION oz)
Total monthly oz silver served (contracts)
3596 contracts 17.980 MILLION oz
Total accumulative withdrawal of silver from the Dealers inventory this month
NIL oz
Total accumulative withdrawal of silver from the Customer inventory this month
DEPOSITS INTO DEALER ACCOUNTS
1 ENTRY
i) Into CNT 598,431.350 oz
total deposit 598,431.35 oz
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DEPOSIT ENTRIES/CUSTOMER ACCOUNT
0 ENTRIES
i
withdrawals: customer side/eligible
2 entries
i) JPMorgan: 649,968.200.oz ii) Out of Manfra: 200,043.540 oz
total withdrawal: 850,011.740 oz oz
adjustments: 5// dealer to customer
i) Asahi 570,497.900 oz
ii) Brinks 333,952.100 oz
iii) CNT 54,776.740 oz
iv) HSBC: 24,538.220 oz
v) Out of Stonex: 147,100.29 oz
total adjusted out of dealer to customer acct: 1,155,409.550
TOTAL REGISTERED SILVER: 126.701 MILLION OZ//.TOTAL REG + ELIGIBLE. 449.521Million oz
registered silver dropping in numbers
CALCULATIONS FOR THE NEW STANDING FOR SILVER FOR JANUARY
silver open interest data:
FRONT MONTH OF JANUARY /2026 OI: 1177 OPEN INTEREST CONTRACTS FOR A LOSS OF 1124 CONTRACTS. WE HAD 1168 NOTICES FILED ON FRIDAY SO WE GAINED 44 CONTRACTS OR A STRONG 44 CONTRACT OR 220,000 OZ QUEUE JUMP WHERE THEY WILL TAKE DELIVERY ON THIS SIDE OF THE POND.
FEB GAINED 57 CONTRACTS UP TO 1687 CONTRACTS
MARCH LOST 1984 CONTRACTS DOWN TO 106,835
TOTAL NUMBER OF NOTICES FILED FOR TODAY: 150 or 0.75 MILLION oz
CONFIRMED volume; ON FRIDAY 115,229 huge//
AND NOW JANUARY. DELIVERIES:
To calculate the number of silver ounces that will stand for delivery in JANUARY. we take the total number of notices filed for the month so far at 3696 X5,000 oz = 17.980 MILLION oz
to which we add the difference between the open interest for the front month of JANUARY (1177) AND the number of notices served upon today (150 )x (5000 oz)
Thus the standings for silver for the JANUARY 2026 contract month: (3596) Notices served so far) x 5000 oz + OI for the front month of JAN(1177) minus number of notices served upon today (150)x 5000 oz equals silver standing for the JANUARY.contract month equating to 23.115 MILLION OZ
NORMAL STANDING: 23.115 MILLION OZ
New total standing: 23.115 million oz. THE SILVER COMEX IS NOW UNDER MASSIVE SIEGE!! AND THIS IS HAPPENING WITH THE MASSIVE SIEGE ON GOLD AS WELL.
We must also keep in mind that there is considerable silver standing in London coming from our longs in New York that underwent EFP transfers.
There are 126.701. million oz of registered silver
JPMorgan as a percentage of total silver: 187.604/449.521million. 41.71%
The record level of silver open interest is 234,787 contracts set on April 21./2017 with the price on that day at $18.42. The previous record was 224,540 contracts with the price at that time of $20.44.
Now that we have surpassed $28.40 the next big line in the sand for silver is $34.76. After that the moon
the next big line in the sand for silver is $34.76. After that the moon
END
BOTH GLD AND SLV ARE MASSIVE FRAUDS
JAN 5/2026/WITH GOLD UP $122.80 TODAY/BIG CHANGES IN GOLD AT THE GLD: A WITHDRAWAL OF 5.43 TONNES OF GOLD OUT OF THE GLD// /// ///INVENTORY RESTS AT 1065.13 TONNES
JAN 2/2026/WITH GOLD DOWN $10.10 TODAY/BIG CHANGES IN GOLD AT THE GLD: A WITHDRAWAL OF 1.43 TONNES OF GOLD INTO THE GLD// /// ///INVENTORY RESTS AT 1070.56 TONNES
DEC 31/WITH GOLD DOWN $42.50 TODAY/SMALL CHANGES IN GOLD AT THE GLD: A DEPOSIT OF 0.86 TONNES OF GOLD INTO THE GLD// /// ///INVENTORY RESTS AT 1071,99 TONNES
DEC 30/WITH GOLD UP $41.50 TODAY/NO CHANGES IN GOLD AT THE GLD: A DEPOSIT OF 0.86 TONNES OF GOLD INTO THE GLD// /// ///INVENTORY RESTS AT 1071,99 TONNES
DEC 29/WITH GOLD DOWN $190.70 TODAY/HUGE CHANGES IN GOLD AT THE GLD: A DEPOSIT OF 2.86 TONNES OF GOLD INTO THE GLD// /// ///INVENTORY RESTS AT 1071,13 TONNES
DEC 26/WITH GOLD UP $39.15 TODAY/HUGE CHANGES IN GOLD AT THE GLD: A DEPOSIT OF 3.61 TONNES OF GOLD INTO THE GLD// /// ///INVENTORY RESTS AT 1068.27 TONNES
DEC 24/WITH GOLD UP $2.15 TODAY/NO CHANGES IN GOLD AT THE GLD: /// ///INVENTORY RESTS AT 1064.66 TONNES
DEC 23/WITH GOLD UP $52.85 TODAY/HUGE CHANGES IN GOLD AT THE GLD: A FRAUDULENT DEPOSIT OF 12.12 TONNES OF GOLD INTO THE GLD/// /// ///INVENTORY RESTS AT 1064.66 TONNES
DEC 22/WITH GOLD UP $80,25 TODAY/NO CHANGES IN GOLD AT THE GLD: // /// ///INVENTORY RESTS AT 1052.54 TONNES
DEC 19/WITH GOLD UP $22.20 TODAY/NO CHANGES IN GOLD AT THE GLD: // /// ///INVENTORY RESTS AT 1052.54 TONNES
DEC 18/WITH GOLD DOWN $9.05 TODAY/HUGE CHANGES IN GOLD AT THE GLD: A DEPOSIT OF .85 TONNES OF GOLD INTO THE GLD// /// ///INVENTORY RESTS AT 1052.54 TONNES
DEC 17/WITH GOLD UP $39.45 TODAY/NO CHANGES IN GOLD AT THE GLD:// /// ///INVENTORY RESTS AT 1051.69 TONNES
DEC 16/WITH GOLD DOWN $3.95 TODAY/HUGE CHANGES IN GOLD AT THE GLD: A WITHDRAWAL OF 1.43 TONNES OF GOLD INTO THE GLD// /// ///INVENTORY RESTS AT 1051.69 TONNES
DEC 15/WITH GOLD UP $10.15 TODAY/HUGE CHANGES IN GOLD AT THE GLD: A DEPOSIT OF 2.29 TONNES OF GOLD INTO THE GLD// /// ///INVENTORY RESTS AT 105.12 TONNES
DEC 12/WITH GOLD UP $14.20 TODAY/HUGE CHANGES IN GOLD AT THE GLD: A DEPOSIT OF 4.01 TONNES OF GOLD INTO THE GLD// /// ///INVENTORY RESTS AT 1050.83 TONNES
DEC 11/WITH GOLD UP $85.00 TODAY/HUGE CHANGES IN GOLD AT THE GLD: A WITHDRAWAL OF 1.15 TONNES OF GOLD OUT OF THE GLD// /// ///INVENTORY RESTS AT 1046.82 TONNES
DEC 10/WITH GOLD UP $85.00 TODAY/HUGE CHANGES IN GOLD AT THE GLD: A WITHDRAWAL OF 1.15 TONNES OF GOLD OUT OF THE GLD// /// ///INVENTORY RESTS AT 1046.82 TONNES
DEC 9/WITH GOLD UP $18.50 TODAY/HUGE CHANGES IN GOLD AT THE GLD: A WITHDRAWAL OF 1.14 TONNES OF GOLD OUT OF THE GLD// /// ///INVENTORY RESTS AT 1049.11 TONNES
DEC 8/WITH GOLD DOWN $23.40 TODAY/HUGE CHANGES IN GOLD AT THE GLD: A WITHDRAWAL OF 0.33 TONNES OF GOLD OUT OF THE GLD// /// ///INVENTORY RESTS AT 1050.25 TONNES
DEC 5/WITH GOLD UP $9.30 TODAY/HUGE CHANGES IN GOLD AT THE GLD: A FRAUDULENT DEPOSIT OF 4.00 TONNES OF GOLD INTO THE GLD// /// ///INVENTORY RESTS AT 1050.58 TONNES
DEC 4/WITH GOLD UP $9.95 TODAY/HUGE CHANGES IN GOLD AT THE GLD: A WITHDRAWAL OF 1.72 TONNES OF GOLD OUT OF THE GLD// /// ///INVENTORY RESTS AT 1046.58 TONNES
DEC 3/WITH GOLD UP $14.25 TODAY/HUGE CHANGES IN GOLD AT THE GLD: A WITHDRAWAL OF 1.71 TONNES OF GOLD OUT OF THE GLD// /// ///INVENTORY RESTS AT 1048.30 TONNES
DEC 2/WITH GOLD DOWN $53.35 TODAY/HUGE CHANGES IN GOLD AT THE GLD: A DEPOSIT OF 4.58 TONNES OF GOLD VAPOUR INTO THE GLD// /// ///INVENTORY RESTS AT 1050.01TONNES
DEC 1/WITH GOLD UP $22.75 TODAY/NO CHANGES IN GOLD AT THE GLD: A DEPOSIT OF 1.14 TONNES OF GOLD INTO THE GLD// /// ///INVENTORY RESTS AT 1045.43TONNES
NOV 28/WITH GOLD UP $51.85 TODAY/HUGE CHANGES IN GOLD AT THE GLD: A DEPOSIT OF 1.14 TONNES OF GOLD INTO THE GLD// /// ///INVENTORY RESTS AT 1045.43 TONNES
NOV 26/WITH GOLD UP $25.40 TODAY/HUGE CHANGES IN GOLD AT THE GLD: A FRAUDULENT PAPER DEPOSIT OF 4.57 TONNES OF GOLD INTO THE GLD// /// ///INVENTORY RESTS AT 1040.57 TONNES
NOV 25/WITH GOLD UP $46.60 TODAY/HUGE CHANGES IN GOLD AT THE GLD: A DEPOSIT OF 1.14 TONNES OF GOLD INTO THE GLD// /// ///INVENTORY RESTS AT 1040.57 TONNES
NOV 24/WITH GOLD UP $16.95 TODAY/SMALL CHANGES IN GOLD AT THE GLD: A DEPOSIT OF 0.29 TONNES OF GOLD INTO THE GLD// /// ///INVENTORY RESTS AT 1040.86 TONNES
NOV 21/WITH GOLD UP $18.55 TODAY/HUGE CHANGES IN GOLD AT THE GLD: A WITHDRAWAL OF 2.00 TONNES OF GOLD OUT OF THE GLD// /// ///INVENTORY RESTS AT 1039.43 TONNES
NOV 20/WITH GOLD DOWN $20.45 TODAY/NO CHANGES IN GOLD AT THE GLD: /// ///INVENTORY RESTS AT 1041.43 TONNES
GLD INVENTORY: 1065.13 TONNES, TONIGHTS TOTAL
SILVER
JAN 5/WITH SILVER UP $5.90 /SMALL CHANGES IN SILVER AT THE SLV: A WITHDRAWAL OF 363,000 OZ FORM THE SLV. /. ./ :INVENTORY RESTS AT 528.691 MILLION OZ //
JAN 2/WITH SILVER UP $0.22 /HUGE CHANGES IN SILVER AT THE SLV: A SMALL WITHDRAWAL OF 0.363 MILLION OZ OUT THE SLV/. ./ :INVENTORY RESTS AT 529.054 MILLION OZ //
DEC 31/WITH SILVER DOWN $6.41 /HUGE CHANGES IN SILVER AT THE SLV: A MASSIVE DEPOSIT OF 4.806 MILLION OZ INTO THE SLV/. ./ :INVENTORY RESTS AT 529.054 MILLION OZ //
DEC 30/WITH SILVER UP $6.89 /HUGE CHANGES IN SILVER AT THE SLV: A WITHDRAWAL OF 2.72 MILLION OZ FROM THE SLV/. ./ :INVENTORY RESTS AT 524.248 MILLION OZ //
DEC 29/WITH SILVER DOWN $5.88 /HUGE CHANGES IN SILVER AT THE SLV: A WITHDRAWAL OF 1.814 MILLION OZ FROM THE SLV/. ./ :INVENTORY RESTS AT 526,968 MILLION OZ //
DEC 26/WITH SILVER UP $4.88 /HUGE CHANGES IN SILVER AT THE SLV: A WITHDRAWAL OF 1.813 MILLION OZ FROM THE SLV/. ./ :INVENTORY RESTS AT 528.782 MILLION OZ //
DEC 24/WITH SILVER UP $0.95 /HUGE CHANGES IN SILVER AT THE SLV: A WITHDRAWAL OF 3.083 MILLION OZ FROM THE SLV/. ./ :INVENTORY RESTS AT 530.595MILLION OZ //
DEC 23/WITH SILVER UP $2.40 /HUGE CHANGES IN SILVER AT THE SLV: A FRAUDULENT DEPOSIT OF 17.13 MILLION OZ INTO THE SLV/. ./ :INVENTORY RESTS AT 533.678 MILLION OZ //
DEC 22/WITH SILVER UP $1.28 /HUGE CHANGES IN SILVER AT THE SLV: A DEPOSIT OF 1.541 MILLION OZ INTO THE SLV/. ./ :INVENTORY RESTS AT 516.541 MILLION OZ //
DEC 19/WITH SILVER UP $2.06 /NO CHANGES IN SILVER AT THE SLV: . ./ :INVENTORY RESTS AT 515.000 MILLION OZ //
DEC 18/WITH SILVER DOWN $1.13/NO CHANGES IN SILVER AT THE SLV: . ./ :INVENTORY RESTS AT 515.000 MILLION OZ //
DEC 17/WITH SILVER UP $2.93/HUGE CHANGES IN SILVER AT THE SLV: A HUGE WITHDRAWAL OF 1.36 MILLION OZ FROM THE SLV. ./ :INVENTORY RESTS AT 515.000 MILLION OZ //
DEC 16/WITH SILVER DOWN $.07/HUGE CHANGES IN SILVER AT THE SLV: A HUGE WITHDRAWAL OF 1.36 MILLION OZ FROM THE SLV. ./ :INVENTORY RESTS AT 56.360 MILLION OZ //
DEC 15/WITH SILVER UP $1.62/SMALL CHANGES IN SILVER AT THE SLV: A SMALL DEPOSIT OF 635,000 INTO THE SLV. ./ :INVENTORY RESTS AT 517.720 MILLION OZ //
DEC 12/WITH SILVER DOWN $2.30/NO CHANGES IN SILVER AT THE SLV: ./ :INVENTORY RESTS AT 517.085 MILLION OZ //
DEC 11/WITH SILVER UP $3.52/HUGE CHANGES IN SILVER AT THE SLV: A HUGE DEPOSIT OF 3.537 MILLION OZ INTO THE SLV./ :INVENTORY RESTS AT 517.085 MILLION OZ //
DEC 9/WITH SILVER UP $2.41/HUGE CHANGES IN SILVER AT THE SLV: A HUGE WITHDRAWAL OF 1.179 MILLION OZ OUT THE SLV./ :INVENTORY RESTS AT 510.828 MILLION OZ //
DEC 8/WITH SILVER DOWN $0.48/HUGE CHANGES IN SILVER AT THE SLV: A HUGE WITHDRAWAL OF 5.497 MILLION OZ OUT THE SLV./ :INVENTORY RESTS AT 512.007 MILLION OZ //
DEC 5/WITH SILVER UP 0.39/HUGE CHANGES IN SILVER AT THE SLV: A HUGE DEPOSIT OF 3.083 MILLION OZ INTO THE SLV./ :INVENTORY RESTS AT 517.448 MILLION OZ //
DEC 4/WITH SILVER DOWN $1.12/HUGE CHANGES IN SILVER AT THE SLV: A HUGE DEPOSIT OF 4383 MILLION OZ INTO THE SLV./ :INVENTORY RESTS AT 514.365 MILLION OZ //
DEC 3/WITH SILVER UP $0.23/HUGE CHANGES IN SILVER AT THE SLV: A HUGE DEPOSIT OF 1.956 MILLION OZ INTO THE SLV./ :INVENTORY RESTS AT 510.012 MILLION OZ //
DEC 2/WITH SILVER DOWN $0.65 TODAY/HUGE CHANGES IN SILVER AT THE SLV: A MASSIVE AND FRAUDLUENT PAPER DEPOSIT OF 6.167 MILLION OZ INTO THE SLV./ :INVENTORY RESTS AT 508.057 MILLION OZ //
DEC 1/WITH SILVER UP $2.21 TODAY/HUGE CHANGES IN SILVER AT THE SLV: A DEPOSIT OF 907,000 OZ INTO THE SLV./ :INVENTORY RESTS AT 501.890 MILLION OZ //
NOV28/WITH SILVER UP $3.28 TODAY/NO CHANGES IN SILVER AT THE SLV:/ :INVENTORY RESTS AT 500.983 MILLION OZ //
NOV26/WITH SILVER UP $1.86 TODAY/HUGE CHANGES IN SILVER AT THE SLV: A MAMMOTH DEPOSIT OF 2.267 MILLION OZ INTO THE SLV/ :INVENTORY RESTS AT 500.983 MILLION OZ //
NOV25/WITH SILVER UP $0.69 TODAY/HUGE CHANGES IN SILVER AT THE SLV: A MAMMOTH DEPOSIT OF 8.163 MILLION OZ INTO THE SLV/ :INVENTORY RESTS AT 498.716 MILLION OZ //THIS IS A FRAUDULENT TRANSACTION
NOV24/WITH SILVER UP $0.43 TODAY/SMALL CHANGES IN SILVER AT THE SLV: A WITHDRAWAL OF 277,000, OZ OUT OF THE SLV/ :INVENTORY RESTS AT 490.553 MILLION OZ MILLION OZ
NOV21/WITH SILVER DOWN $0.53 TODAY/SMALL CHANGES IN SILVER AT THE SLV: A DEPOSIT OF 635,000 OZ INTO THE SLV/ :INVENTORY RESTS AT 490.190 MILLION OZ MILLION OZ
NOV20/WITH SILVER DOWN $0.53 TODAY/NO CHANGES IN SILVER AT THE SLV: :INVENTORY RESTS AT 489.555 MILLION OZ MILLION OZ
What is not mentioned in the mainstream media is that Maduro put in a porcupine defence system against US aggression. Trump has bought himself a load of trouble.
Venezuela will turn out to be Trump’s Vietnam
Trump’s attempt at regime change is America’s 41st between 1898 and 1994, not including those that failed, according to Jake Simons in today’s Daily Telegraph. So the Americans know how to do it, but equally she has made so many enemies around the world and even on her own doorstep that dictatorships such as Maduro’s prepare for US aggression with a Plan B.
Since Maduro’s 8 January inauguration, Venezuela has been actively distributing arms, primarily rifles, to specific segments of its population, specifically members of the government-loyal Bolivarian National Militia and public employees. The Venezuelan government frames this as a measure for national defence against potential external threats, primarily from the United States. The initiative is part of a broader “comprehensive defence” strategy and involves military training for civilians.
This is known as the porcupine strategy. Defenceless against predators, the humble porcupine shoots many sharp spines into the predator’s face which are both painful and hard to extract. In military terms, invading Americans will face a guerilla army, unseen and lethal. The cost of securing and maintaining a foothold in Venezuelan territory will be substantial both in terms of American forces lives and resources.
They learned little from Vietnam. Another point to make is that without Maduro his government lives on, probably with greater determination to defend itself. Whichever way you look at it, this is likely to prove a failure for U.S. hegemonic policy on its own doorstep.
Chinese and Russian interests
America’s new Monroe Doctrine set out in its National Security Strategy places greater emphasis on U.S. control of the entire Americas above that of the rest of the world. The change in emphasis from being the sole hegemon to an acceptance of a multipolar hegemonic world with which cooperation rather than conflict is the new approach is behind America’s reduced role in NATO.
Some analysts have concluded that the NSS opens the way to Russia gaining control over Ukraine and China invading Taiwan. This is probably too simplistic, but Russian and Chinese analysts will have recalibrated their world view. And they will probably covertly help America’s enemies in South America, particularly Venezuela, and rally round President Lula in Brazil, who must feel he is next.
It is the message to Europe in which Russia is particularly interested. There can be little doubt that Putin will press home his advantage in his special military operation in Ukraine while the EU leadership acts like headless chickens. China is unlikely to invade Taiwan, even though she is rattling her sabres. Like Venezuela, Taiwan also has an effective porcupine defence. More interesting is the obvious fragility of U.S. finances and the dollar, and China’s policy towards them.
As Chinese military philosopher Sun Tzu put it, don’t interrupt an enemy making mistakes.
In the coming months, it will be increasingly obvious that Trump’s Venezuela campaign is a huge mistake, for the reasons outlined above. Other than short-term fluctuations, the oil price will almost certainly rise at the prospect of Venezuelan oil supplies being interrupted rather than the longer-term price prospects of increased supply from American investment and control. At the same time, foreign entities will accelerate their selling of dollars for other currencies and gold.
Foreign owners of U.S. Treasuries, notably China and also Japan’s pension funds and insurance companies as well, are likely to become more aggressive in their selling, driving up treasury bond yields and threatening to collapse the U.S. equity bubble. And the more the U.S. gets bogged down in Venezuela, the worse her financial crisis will become.
After just a few days, geopolitical analysts have yet to do their double-take, still full of admiration for a successful capture of Nicolas Maduro. Doubts will mount in the coming days, and the knock-on implications become more obvious. But no one will see the financial implications for the dollar and financial markets until it is too late.
I maintain my position: Get out of credit and into the safety of real money, which is gold.
he people responsible for preventing financial collapse just admitted they have no solution.”
3. CHRIS POWELL AND HIS GATA DISPATCHES
4. ANDREW MAGUIRE/LIVE FROM THE VAULT KINESIS / AND TODAY;S 254
Silver has been in a parabolic phase for some time, with the short-term trend extremely steep and prices stretched well above the 21-day moving average. Near-term support sits around $72, with resistance at all-time highs.
Source: LSEG Workspace
Silver suckers
Silver net non commercials have totally missed out on one of the greatest squeezes ever. The implied bid stays strong.
Source: LSEG Workspace
Less overbought
Silver daily RSI at “only” 65…
Source: LSEG Workspace
But…
Monthly RSI above 90 remains absolutely extreme…
Source: LSEG Workspace
Broken markets
Silver volatility is basically “broken”. VXSLV is down from recent panic highs, but this is still a very “fluid” pricing of risk in silver.
Source: LSEG Workspace
Far from finished
Tavi Costa has been spot on when it comes to the silver squeeze. He remains bullish: “Silver surging again while the consensus remain convinced that mean reversion is inevitable. I strongly disagree. Buckle up — this move is far from finished, in my view.“
Source: Tavi Costa
Moving metals
China just injected ~$4.5tn in new money in a year, more than the Fed’s entire Treasury portfolio. And you still wonder why metals are ripping…
Source: Tavi Costa
The ratio puke
Gold vs silver ratio has collapsed. UBS adds some color:
1. Large 30–50 point drops in the gold–silver ratio are rare and usually mark cycle lows; past silver rallies often faded or reversed within 12–18 months, even during strong macro backdrops (GFC, COVID, China ascent).
2. Real-asset tailwinds (debt, USD concerns), strong industrial demand (PV, EVs, electronics), and constrained mine supply support silver, but industrial use alone does not justify a permanent step-change in prices at this scale.
3. Silver’s small, illiquid market amplifies rallies, but also bubbles and volatility; sustaining higher prices requires persistently high risk premiums and tighter fundamentals, otherwise sharp pullbacks remain likely.
Source: LSEG Workspace
Two way risks
UBS with two extreme scenarios:
1. If industrial demand surprises to the upside and the fabrication balance moves into deficit, the gold–silver ratio could fall to 30–50 (1970s–80s analogues), putting triple-digit silver in play.
2. If industrial demand disappoints and inflation fears fade, a 60–75% retracement of the post-November rally toward ~$55/oz is possible; risk-off would likely pressure prices, though likely only temporarily.
The second scenario would bring us back to trading around the 50 day…
Source: LSEG Workspace
Extreme
Silver ETF trading has surged to levels seen only at prior market tops, with premiums to NAV signaling speculative retail excess amid tight liquidity. This will likely be overwhelmed by ~$7.7bn of index-related selling, with an estimated 13% of COMEX open interest set to unwind in the coming weeks. Since November, silver’s blow-off looks less like fundamentals and more like a carry trade gone wrong, a setup that typically ends in violent repricing. (TD Securities)
Source: LSEG Workspace
Bubble or not?
Soc Gen weighs in: Silver’s surge looks bubble-like on a linear chart, but that framing is misleading. On a logarithmic scale, the rally appears far more consistent with a long-running exponential trend seen over the past 25 years, though this year’s move is still exceptional even by that standard. Log charts provide the correct baseline writes Soc Gen, showing that silver looks expensive, but not unprecedented or purely speculative.
/ OFFSHORE CLOSED DOWN AT 6.9797/ Oil UP TO 57,59 dollars per barrel for WTI and BRENT UP TO 60.95 Stocks in Europe OPENED ALL MOSTLY GREEN
ONSHORE USA/ YUAN TRADING UP TO 6.9835 OFFSHORE YUAN TRADING DOWN TO 6.9797/ONSHORE YUAN TRADING BELOW OFF SHORE AND UP ON THE DOLLAR// / AND THUS STRONGER//OFF SHORE YUAN TRADING DOWN AGAINST US DOLLAR/ AND THUS WEAKER
END
YOUR EARLY CURRENCY VALUES/GOLD AND SILVER PRICING/ASIAN AND EUROPEAN BOURSE MOVEMENTS/AND INTEREST RATE SETTINGS FRIDAY MORNING.7:30 AM
ONSHORE YUAN: CLOSED UP AT 6.9835
OFFSHORE YUAN: DOWN TO 6.9797
HANG SENG CLOSED UP8.77 PTS OR 0.03%
2. Nikkei closed UP 1483.32 PTS OR 2.97%
3. Europe stocks SO FAR: MOSTLY ALL GREEN
USA dollar INDEX UP TO 98.38 /// EURO FALLS TO 1.1679 DOWN 34 BASIS PTS
3b Japan 10 YR bond yield: RISES TO. +2.112// UP 5 FULL BASIS PTS/ VERY TROUBLESOME//Japan buying 100% of bond issuance)/Japanese YEN vs USA cross now at 156.59… JAPANESE YEN NOW FALLING AS WE HAVE NOW REACHED THE ENDING OF THE YEN CARRY TRADE AGAIN AND THE REPATRIATION OF YEN DENOMINATED BONDS TRADING IN THE USA/EUROPE. JAPAN 30 YR BOND YIELD: 3.464 UP 6 FULL BASIS PTS. AND STILL VERY TROUBLESOME
3c Nikkei now ABOVE 17,000
3d USA/Yen rate now well ABOVE the important 120 barrier this morning
3e Gold UP /JAPANESE Yen UP CHINESE ONSHORE YUAN: UP OFFSHORE: DOWN
3f Japan is to buy INFINITE TRILLION YEN worth of BONDS. Japan’s GDP equals 5 trillion USA
Japan to buy 100% of all new Japanese debt and NOW they will have OVER 50% of all Japanese debt.
3g Oil UP for WTI and UP FOR DOWN this morning
3h European bond buying continues to push yields LOWER on all fronts in the EMU. German 10yr bund YIELD DOWN TO +2.884 Italian 10 Yr bond yield DOWN to 3.575 SPAIN 10 YR BOND YIELD DOWN TO 3.316
3i Greek 10 year bond yield DOWN TO 3.487
3j Gold at $44 Silver at: 74.33 1 am est) SILVER NEXT RESISTANCE LEVEL AT $80.00
3k USA vs Russian rouble;// Russian rouble DOWN 0 AND 20 /100 roubles/dollar; ROUBLE AT 79.71
3m oil (WTI) into the 58 dollar handle for WTI and 61 handle for Brent/
3n Higher foreign deposits moving out of China// huge risk of outflows and a currency depreciation. This can spell financial disaster for the rest of the world/
JAPAN ON JAN 29.2016 CONTINUES NIRP. THIS MORNING RAISES AMOUNT OF BONDS THAT THEY WILL PURCHASE UP TO .5% ON THE 10 YR BOND///YEN TRADES TO 156.87 10 YEAR YIELD AFTER FIRST BREAKING .54% LAST YEAR NOW EXCEEDS THAT LEVEL TO 2.072% STILL ON CENTRAL BANK (JAPAN) INTERVENTION//YEN CARRY TRADE IS NOW UNWINDING//YEN BOND TRADING OVERSEAS REPATRIATED.//JAPAN 30 YR: 3.405 DOWN 1 BASIS PTS.
30 SNB (Swiss National Bank) still intervening again in the markets driving down the FRANC. It is not working: USA/SF this 0.7933 as the Swiss Franc is still rising against most currencies. Euro vs SF: 0.9297well above the floor set by the Swiss Finance Minister. Thomas Jordan, chief of the Swiss National Bank continues to purchase euros trying to lower value of the Swiss Franc.
USA 10 YR BOND YIELD: 4.159 UP 1 BASIS PTS…
USA 30 YR BOND YIELD: 4.840 UP 1 BASIS PTS/
USA 2 YR BOND YIELD: 3.469 DOWN 0 BASIS PTS
USA DOLLAR VS TURKISH LIRA: 43.02 UP 5 BASIS PTS/LIRA GETTING KILLED
10 YR UK BOND YIELD: 4.504 UP 3 PTS
30 YR UK BOND YIELD: 5.234 UP 3 BASIS PTS
10 YR CANADA BOND YIELD: 3.449 UP 1 BASIS PTS
5 YR CANADA BOND YIELD: 2.989 UP 1 BASIS PTS.
1a New York OPENING REPORT
l b European opening report
Crude benchmarks trade choppy following US strike on Venezuela; US equity futures are mixed but NQ outperforming – Newsquawk US Market Open
Monday, Jan 05, 2026 – 06:10 AM
US President Trump announced on Saturday that the US successfully carried out a large-scale strike against Venezuela, while he added that President Maduro and his wife were captured and flown out of Venezuela.
US President Trump said they are ready to stage a second strike if necessary and had assumed a second wave was needed, but now probably not.
US President Trump signalled the US could widen its focus in the region to Cuba, and he will be meeting with House Republicans in a closed-door meeting on Tuesday. Further, Trump said it “sounds good” to him regarding whether there will be an operation in Colombia.
European bourses are broadly in the green; US equity futures are mixed, with outperformance in the NQ. ASML +3% named top pick at Bernstein.
DXY firmer on haven appeal, G10s subdued across the board to various degrees; Global fixed income slightly firmer with non-geopolitical updates somewhat light, ISM ahead.
Choppy price action in the crude complex as geopolitics remain in focus; XAU gain on safe-haven demand; Copper raises following strength in the semiconductor sector.
Looking ahead, highlights include US ISM Manufacturing PMI (Dec).
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EUROPEAN TRADE
EQUITIES
European bourses (STOXX 600 +0.4%) are broadly on a stronger footing this morning (ex-SMI), with sentiment seemingly boosted by the US strike on Venezuela. A move which has pressured energy prices, and perhaps boosts optimism surrounding cheaper oil for global firms.
European sectors are mixed, with Tech, Industrials and Basic Resources forming the top three; Tech lifted by ASML, Industrials by defence names and Basic Resources benefits from stronger copper prices. Food Beverage & Tobacco lags, hampered by Nestle.
ASML (+3%) has been boosted after Bernstein named the Co. as its top pick for 2026, citing a combination of accelerating memory investment and a more attractive valuation backdrop; its updated PT of EUR 1300/shr (prev. EUR 800/shr), implies a circa 30% gain from current levels.
US equity futures (ES +0.3%, NQ +0.6%, RTY U/C) are mixed, but with outperformance in the tech-heavy NQ, following the strength seen in Europe. US energy names are soaring in pre-market trade with the likes of Chevron (+6.5%), Exxon (+3.5%) and Occidental (+1.5%) all stronger; the former outperforms given its existing exposure in the region.
Foxconn (2354 TT) December Revenue TWD 862.9bln, +31.8% Y/Y (prev. +25.5% Y/Y). Q4’25 revenue exceeded out expectation of significant growth, causing a high base for Q1’26. With the continued ramp-up in AI rack shipments, the seasonality of this Q1 is expected to be near the upper end of the past 5-year range.
Dollar benefitted overnight from the mild losses in its major peers and with some haven appeal following the US intervention in Venezuela, with President Trump stating that the US will ‘run’ Venezuela and ‘fix oil infrastructure’, while he also signalled potentially widening their focus in the region to Cuba and Colombia.
“Given the uncertainty about how the next few days will pan out, investors will probably prefer the liquidity of the dollar”, suggests the analysts at ING, whilst adding that “Away from Venezuela, the dollar could also be enjoying some delayed buying interest after the blow-out 4.3% quarter-on-quarter annualised US third quarter GDP figure released on 23 December.”
Aside from that, little to mention on FX during the European session thus far. JPY sees shallower losses than other peers on haven appeal, although the CHF has plumbed the depths, although no obvious catalysts to explain the downside. GBP narrowly outperforms the as the cross fell under 0.8700 for the first time since Oct 2025. AUD and NZD are both subdued by the Buck, although the AUD/NZD cross remains above 1.1600 amid firmer copper prices.
A slightly firmer start for Bunds and USTs. All focus on the geopolitical situation re. Venezuela, with newsflow otherwise a little light.
Bunds up to a 127.31 peak with gains of 20 ticks at best. However, the benchmark has since trimmed to unchanged but remains clear of the overnight 126.98 low. Within Europe, focus on Dutch pension reform as while the switch in the pension system has been long flagged, the full scale of the impact is not yet known.
USTs similar, hit a 112-12 peak with strength of six ticks at best before fading to just above unchanged but above the 112-05 base.
JGBs sold overnight as the 10yr yield hit another multi-year high amid outperformance in domestic stocks.
Ahead, US ISM Manufacturing is the main scheduled event. However, any fresh updates on the geopolitical situation will undoubtedly take centre stage.
COMMODITIES
Crude benchmarks was choppy in APAC trade, but then moved lower in the early portion of this morning, as traders digest the US strike on Venezuela and the capturing of President Maduro. US President Trump commented that they are going to run Venezuela and “get oil flowing like it should be”. This hints of further addition of oil into an already-oversupplied market, causing Brent to fall below USD 60/bbl. Since, the complex has trimmed earlier losses to now trade around unchanged; Brent Mar in a USD 59.75-61.24/bbl parameter.
Spot XAU gapped higher, opening at USD 4357/oz, and continued to trend higher to an APAC session high of USD 4420/oz. Currently, XAU is trading at session highs of USD 4432/oz, with demand for safe havens rising, following the Venezuela strike, but also potential further rate cuts by the Fed and continued concerns over US fiscal debt
3M LME Copper gapped above the range formed in the past 2 trading sessions, opening at USD 12.68k/t and driving to a high of USD 12.88k/t as the APAC session got underway. The red metal consolidated before briefly extending to a new session high of USD 12.91k/t. However, price pulled back but 3M LME Copper remains above USD 12.8k/t and just shy of ATHs at USD 12.97k/t.
OPEC+ agreed to keep the group’s output unchanged as expected following a brief meeting on Sunday.
Venezuela’s oil exports, which had dropped to a minimum amid the US blockade of sanctioned tankers, are said to now be paralysed as port captains have not received requests to authorise loaded ships to set sail, according to four sources close to operations cited by Reuters.
Former top Chevron executive is raising USD 2bln for Venezuelan oil projects as investors race to heed Trump’s call to pour “billions of dollars” into the country, according to FT.
Goldman Sachs said Venezuela’s oil production could increase in the long term and that scope for higher Venezuelan oil output could eventually pressure prices, according to Bloomberg.
TRADE/TARIFFS
US President Trump said could raise tariffs on India if they don’t help on Russian oil issue.
US President Trump blocked HieFo Corp’s USD 3mln acquisition of assets in New Jersey-based aerospace and defence specialist Emcore on Friday and ordered HieFo to divest all interests and rights in Emcore assets due to national security and China-related concerns, according to Reuters.
Irish PM Martin arrived in Beijing as part of a five-day visit aimed at boosting trade between the two countries, according to Chinese state media. There were later reports that Chinese President Xi said in a meeting with Ireland’s PM that China and the EU should take a long-term view and adhere to the positioning of partnership, while Xi also commented that unilateral bullying is undermining the international order.
NOTABLE EUROPEAN HEADLINES
UK PM Starmer said the UK should move to closer alignment with the European single market on an “issue-by-issue” basis if it is in the national interest, according to Reuters.
Chinese President Xi said in a meeting with Ireland’s PM that China and the EU should take a long-term view and adhere to the positioning of partnership and view, according to Xinhua.
NOTABLE EUROPEAN DATA RECAP
UK BOE Consumer Credit (Nov) 2.077B GB vs. Exp. 1.1B GB (Prev. 1.119B GB, Rev. 1.713B GB).
UK M4 Money Supply (Nov) 0.8% (Prev. -0.2%).
UK Mortgage Approvals (Nov) 64.53k vs. Exp. 64.4k (Prev. 65.018k, Rev. 65.01k).
UK Mortgage Lending (Nov) 4.49B GB vs. Exp. 4.5B GB (Prev. 4.273B GB, Rev. 4.156B GB).
Swiss Manufacturing PMI (Dec) 45.8 (Prev. 49.7).
CENTRAL BANKS
Bank of Japan Governor Ueda reiterates readiness to raise rates if economic outlook is achieved.
NOTABLE US HEADLINES
Nomura CEO sees the Fed cutting rates twice this year.
Fed’s Paulson (2026 voter) said she sees inflation moderating, the labour market stabilising and growth coming around 2% this year, while she added that if all of that happens, then some further adjustments to the Fed Funds Rate would likely be appropriate later in the year. Paulson said she views the current level of rates as still restrictive and sees a decent chance that they will end the year with inflation that is close to 2% on a run-rate basis, as tariff-related price adjustments will likely be completed. Furthermore, she stated that while the labour market is bending, it is not breaking and that the baseline outlook for the economy is pretty benign.
White House is considering giving Homeland Security Adviser Stephen Miller a greater role in overseeing operations in post-Maduro Venezuela, according to Washington Post.
GEOPOLITICS
US President Trump announced on Saturday that the US successfully carried out a large-scale strike against Venezuela, while he added that President Maduro and his wife were captured and flown out of Venezuela. Trump also commented that they are going to run Venezuela until such a time that they can do a safe, proper and judicious transition, while he added they are going to run Venezuela with a group and will get oil flowing like it should be, with Trump anticipating US oil producers spending billions in Venezuela.
US President Trump said they are ready to stage a second strike if necessary and had assumed a second wave was needed, but now probably not. Furthermore, he said the US is not afraid of boots on the ground in Venezuela, and commented that they will be ‘reimbursed’ and will be selling large amounts of oil to other countries. It was separately reported that President Trump signalled the US could widen its focus in the region to Cuba, and he will be meeting with House Republicans in a closed-door meeting on Tuesday, following mixed reactions to the Venezuela attack including praise from top Republicans regarding the operation and questions by some lawmakers regarding the legal authority.
US President Trump said it sounds good to him regarding whether there will be an operation in Colombia, while he added that Colombia is very sick as the country is being run by a sick man, but he won’t be doing it very long. Trump also commented that Cuba looks like it is ready to fall and looks like ‘its going down for the count’. Furthermore, Trump said if Venezuela doesn’t behave, the US will do a second strike on Venezuela and noted that troops on the ground in Venezuela depend on how they act, while it was separately reported that Trump warned of dire consequences if Venezuela fails to meet US demands.
Venezuela’s VP Rodriguez was granted temporary presidential powers, while she called for the return of Maduro and said the capture of Maduro has a ‘Zionist tint’. Furthermore, she said that they will not be anyone’s colony and that what is being done to Venezuela is barbaric.
US Secretary of State Rubio and Defense Secretary Hegseth are among the Trump administration officials to brief some lawmakers regarding Venezuela on Monday, according to Punchbowl and The Hill.
US Transportation Secretary Duffy said original restrictions around the Caribbean airspace were expiring and flights could resume.
World leaders responded to the situation in Venezuela and largely called for restraint and an orderly transition to a legitimate government. Furthermore, German Chancellor Merz said the legal assessment of US strikes in Venezuela was complex, while Spanish PM Sanchez said they will not recognise a US intervention in Venezuela that violates international law, and UK PM Starmer said the UK sheds no tears about the end of Maduro’s regime.
China said the US should immediately release Venezuela’s Maduro and his wife and resolve the situation in Venezuela through dialogue and negotiation, according to Reuters. It was separately reported by Bloomberg that China was deeply shocked and strongly condemned the hegemonic acts by the US and that threaten peace and security in Latin America and the Caribbean region, while other allies of Venezuela’s allies including Brazil denounced the US attack, and Russia also criticised it as an ‘unacceptable violation of the sovereignty of an independent state’.
UN Security Council is to convene an emergency meeting on Monday to discuss the US operation in Venezuela.
RUSSIA-UKRAINE
US President Trump said he is not thrilled with Russian President Putin regarding the war in Ukraine and said that too many people are dying, according to Bloomberg. Trump separately commented that there is no deadline on a Russia-Ukraine deal, while he thinks they will have a deal on Russia and Ukraine in the not-too-distant future.
Moscow claims Ukraine is escalating drone attacks on Russia and has targeted Moscow with drones every day of 2026 so far, according to The Guardian.
US President Trump said could raise tariffs on India if they don’t help on Russian oil issue.
US President Trump said it sounds good to him regarding whether there will be an operation on Colombia, adds Colombia is very sick as the country is being run by a sick man… but he won’t be doing it very long. said:. If they don’t behave, we will do a second strike on Venezuela, also noted that troops on the ground in Venezuela depend on how they act. No deadline on Russia-Ukraine deal. Think we’ll have a deal on Russia and Ukraine in the not-too-distant future. Cuba looks like it is ready to fall and looks like ‘its going down for the count’.
Large-scale fire broke in the area of the “Energiya” plant in Russia’s Lipetsk region following a drone attack.
MIDDLE EAST
Iran’s Supreme Leader Khamenei labelled protestors ‘enemy mercenaries’, while he approved a crackdown and said that rioters must be put in their place, according to Iran International. It was separately reported by Reuters that US President Trump warned Iran on Friday that the US would come to the aid of protesters in Iran if security forces fired on them and said that the US is ‘locked and loaded and ready to go’. In relevant news, Iran’s Revolutionary Guards began a military exercise including missile launches and testing of air defence systems, according to correspondent Amichai Stein on X.
OTHERS
Turkish President Erdogan said the return to the F-35 program is key to NATO security, according to Bloomberg.
CRYPTO
Bitcoin is a little firmer this morning and trades above USD 92k, with Ethereum also gaining past USD 3.1k.
APAC TRADE
APAC stocks were mostly higher as the region shrugged off the US strike on Venezuela and resumed last year’s semiconductor-led rally which lifted the KOSPI to a record high, while TSMC shares also notched firm gains after Goldman Sachs raised its price target by 35% and its ADR’s jumped late last week to become the sixth-largest company in the world by market cap.
ASX 200 was flat as gains in mining and material stocks were counterbalanced by losses in the tech and consumer sectors.
Nikkei 225 rallied on its first trading session of 2026 with notable strength in the heavy industries and semiconductor stocks.
Hang Seng and Shanghai Comp traded mixed as the Hong Kong benchmark lagged and with the mainland buoyed on return from the New Year holiday closure, which saw the Shanghai Comp reclaim the 4,000 status, while participants digested the latest RatingDog Services PMI, which matched estimates at 52.0 (prev. 52.1) and the Composite figure slightly accelerated to 51.3 (prev. 51.2).
NOTABLE ASIA-PAC HEADLINES
Japanese PM Takaichi said will pursue economic growth relentlessly.
Japanese PM Takaichi said 2026 can be a major turning point for Japan, adds Rapidus holds key to Japan’s chip revival.
Chinese President Xi said unilateral bullying is undermining international order, according to Bloomberg.
NOTABLE APAC DATA RECAP
Chinese RatingDog Composite PMI (Dec) 51.3 (Prev. 51.2).
Chinese RatingDog Services PMI (Dec) 52.0 vs. Exp. 52.0 (Prev. 52.1).
Japanese S&P Global Manufacturing PMI Final SA (Dec) 50.0 (Prelim. 49.7).
1c Asian report
2.a NORTH AND SOUTH KOREA
NORTH KOREA/RUSSIA/USA
2b. JAPAN
3. CHINA/
4 EUROPEAN/NATO AFFAIRS/SCANDINAVIA
AUSTRIA
THIS IS UNBELIEVABLE!!
40% Of All Babies Born In Vienna Do Not Have An Austrian Passport
The demographic landscape of Vienna is shifting rapidly, with a record number of newborns lacking Austrian citizenship despite being born within the country. According to recent data from Statistics Austria, 40.5 percent of babies born in the capital do not have Austrian citizenship — a figure that has doubled from 20 percent just two decades ago.
In several Viennese districts, the statistics are even more striking. In areas such as Favoriten, Ottakring, and Rudolfsheim-Fünfhaus, the share of non-Austrian newborns has surpassed 50 percent. While these children are born on Austrian soil, they are not legally considered citizens, according to data from Heute newspaper.
This data comes at a time when 40.9% of all of Vienna’s population is foreign-born. Over 50 percent have both parents born overseas.
Those born without a passport do not automatically receive Austrian citizenship, as they do in the United States. Instead, there is a process, and in a number of cases, these people do not go on to obtain Austrian citizenship and have issues with voting and sometimes even staying in the country. Leftist politicians have called for these citizens to receive automatic citizenship.
In addition, of the approximately 60 percent of those born in Vienna with an Austrian passport, many of these births are to those with a migration background who also have Austrian citizenship.
🇦🇹Austria
Vienna has seen incredible demographic changes, especially in the last decade.
40.9% of its population is foreign born. Over 50% have both parents born overseas.
This year, for the first time ever, over half of first-graders do not understand German (50.9%). pic.twitter.com/P0P7dJVj5Q
In short, the demographics of Vienna are rapidly changing. As Remix News reported last month, for the first time ever, over 50 percent of first-graders do not understand German, a major milestone in the troubled Vienna school system.
Muslim students now account for 41.2 percent of all students, while Christian students fell to 34.5 percent. The trend is only growing, and is accompanied by rising problems, including violence in schools, anti-Semitism, and contempt for women.
Meanwhile, the right-wing Freedom Party of Austria (FPÖ) is raising the alarm about the rapid demographic change in Austria and Vienna.
“Austrians will soon be strangers in their own country,” said Hannes Amesbauer, security spokesman for the FPÖ.
FPÖ National Council member Maximilian Weinzierl, the FPÖ youth spokesperson and federal chairman of the Freedom Party Youth said:
“What we as the FPÖ have been warning about for decades, but which was always dismissed as right-wing scaremongering, is now reality: Immigration has completely overrun our country….41.2 percent of Muslim students – that’s no longer a minority, that’s the new majority. And it’s not just that Austrian children have become a minority in schools. Even together with other Christian European migrants, they are fewer than non-European Muslims. This is the direct result of replacement migration, asylum abuse, and the denial of reality by the SPÖ, ÖVP, and Greens.
In more and more school classes, German is a second language, and our values are becoming increasingly secondary. Our children are being marginalized by migrants. This is no longer immigration, this is displacement.”
Vienna has seen an incredible demographic transformation in recent decades, with an extreme acceleration in just the last 10 years.
“Cut Juice To Ruling Class”: Left-Wing Militants Claim Grid Attack On Berlin
by Tyler Durden
Monday, Jan 05, 2026 – 07:20 AM
The deep state publication The Atlantic was correct when it recently wrote, “Left-Wing Terrorism Is on the Rise,” given the political assassination of Charlie Kirk in the US and the protest industrial complex that has sparked riots and chaos last year and in recent years. This alarming pattern can only be described as a color-revolution-style operation, backed by unhinged Democrats and their billionaire-funded NGO universe, aimed at President Trump and the America First movement.
The rise of left-wing chaos was highlighted by the Trump administration’s decision last fall to label Antifa a terrorist organization. The group of purple-haired Marxists, often portrayed as a decentralized organization, appears far less decentralized than previously believed, with servers and other communications infrastructure operating across the West to enable coordination.
Context matters because left-wing terrorism is not going away. In fact, as long as populists and President Trump continue to gain power across the West, these groups will continue their pressure campaigns.
Which brings us across the Atlantic to Germany this Monday morning. In recent days, left-wing radicals from Vulkangruppe, also known as the Volcano Group, attacked parts of the power grid in Berlin, triggering a blackout that affected roughly 35,000 homes and 1,900 businesses.
The Guardian obtained a 2,500-word pamphlet allegedly from the group that described the grid attack as an effort to “cut the juice to the ruling class.”
Vulkangruppe condemned a “greed for energy” driven by fossil fuel power plants, calling the attack “action in the public interest” and an “act of self-defence and international solidarity with all those who protect the earth and life.”
Yet this kind of attack on the power grid, which could be classified as ecoterrorism, is nothing new for the group. Vulkangruppe has previously sabotaged power infrastructure, including actions that temporarily paralyzed the Tesla Gigafactory Berlin-Brandenburg in 2021, followed by another attack in March 2024.
“We are contributing to our own surveillance, and it is comprehensive. The tech corporations are in the hands of men with power, which we give them,” the group said. “One day we will simply sit before bright screens or dead machines while dying ourselves of thirst and hunger.”
Berlin’s mayor, Kai Wegner, was quoted by The Guardian as saying he was convinced the power grid blackout had a political motive, while security analysts warned about far-left extremism.
“It is unacceptable that left-wing extremists are once again openly attacking our electricity grid and thereby endangering human lives,” Wegner told reporters during a press conference.
To European politicians: Perhaps try proper governing instead of supporting all things left-wing.
END
KOLBE..
capital clearing leaving Germany.
Germany’s Fiscal Illusion: Bond Markets Rebuke Merz’s Debt Spiral
Monday, Jan 05, 2026 – 03:30 AM
Submitted by Thomas Kolbe
Germany was long seen as a bastion of fiscal stability in the Eurozone. But the erratic fiscal policy of the Merz government is now creating tensions in the bond market. Risk premiums on traditional periphery sovereigns like Italy, Portugal and Spain relative to German Bunds are shrinking.
For months, something remarkable has been happening in European debt markets. Risk spreads on the key ten year sovereign bonds of countries such as Italy, Portugal and Spain versus the economic anchor Germany have been steadily falling. Spanish yields now sit only about 0.4 percentage points above German Bunds; Italian paper — from a country with around 125% debt to GDP — trades just about 0.7 points wider.
Capital is clearly shifting out of Germany into other European bond segments. Is the market pricing in catastrophic German fiscal policy?
Repricing German Policy
Germany’s debt strategy is unmistakably being reassessed by markets. With the so called special fund, Berlin has effectively thrust the country into a debt spiral virtually overnight. Over the next decade, more than €850 billion in new debt is to be issued — on top of a core budget already running a 2.5 – 3% deficit.
By decade’s end, Germany’s debt burden will likely hover near 85 – 90% of GDP — and nothing suggests an economic miracle will pull the nation out of this spiral. Miracles happen in fairy tales and children’s books — but even children’s book co author Robert Habeck didn’t achieve such an economic feat as Economics Minister.
Implicit obligations from pension and social systems aren’t even factored in — in Germany or elsewhere. What matters in the move in bond yields isn’t the absolute level, but the relative jump in German indebtedness, and markets are pricing exactly that. All this meets an economic reality with no meaningful extra value creation. German policy is pumping state credit — which will later surface as higher taxes and inflation — into an economic vacuum, just like centrally planned systems do.
Looking Ahead
Investors are watching German policy with hawkish scrutiny: the nuclear exit, sky high energy prices crushing industry, a migration policy that drains the welfare state like a vampire — all feed into German bund pricing. Bond markets are always a bet on the future — a judgment on national stability.
The consequence is clear: yields are rising. And they’ll keep rising. A mounting debt pile becomes ever more expensive — that’s how markets must respond.
These hard facts cannot be spun away by Kanzleramt spin doctors or orchestrated party media. German productivity has flatlined since 2018 — and is now declining. Industrial output has collapsed by about a fifth. Hundreds of thousands of manufacturing jobs have vanished while only the public sector expands, with the state’s share of the economy above 50%.
Germany is gearing toward a wartime economy that yields near zero benefits for real economic output. Alongside an already failed “eco economy,” this parasitic sector consumes resources, fosters make work, and feeds a nexus of extraction firms. It’s funded by ever rising levies that increasingly burden productive workers. Prosperity and economic substance are being systematically — purposefully — undermined by central planners in Berlin and Brussels.
This downward spiral is knowingly and ideologically accelerated by Chancellor Friedrich Merz’s government. The crisis is engineered as the solution — to bend the populace toward the climate socialist agenda and secure political power even as social stress rises. An ideological crash course — without doubt.
What seems lost on climate socialist planners like Merz is this: economic action and potential prosperity fundamentally depend on cheap, reliable energy. Germany’s current crisis — productivity collapse and industrial decay — speaks for itself. It happened without necessity and stands in economic history as a unique act of self inflicted vandalism.
That Merz and fellow climate socialists, using media plays, escalating censorship, and constant business bashing at events like employer forums, are trying to steer their political core through crisis shows only one thing: they fail to see this is a one way street. Climate socialism is the problem, not the solution — and markets along with German output are proving it.
Yet this mindset is typical for career politicians trapped in ideological echo chambers. We saw this with Economics Minister Robert Habeck — a party functionary mythologized by state affirming green media, utterly unversed in economics, and intellectually overwhelmed. He failed to understand how the crisis of subsidized sectors he inflated with bailouts came about.
Socialism is a recurring phenomenon in new guises. Climate socialism, like its predecessors, will fail through mass impoverishment. Harsh years lie ahead for Germany, and nothing seems able to prevent green vulgar socialism from metastasizing here. EU capitals have become adjunct outposts of Brussels’ cancerous core.
Some shifts are already visible. Italy, for example, has begun transferring gold reserves from its central bank to state vaults and is pursuing independent energy security via North African gas. At the bond market, this is rewarded: yields and risk premiums there are falling. Investors apparently see Italy as a “First Survivor” in a severe Euro crisis. Germany has no similar narrative.
Compounding this is Berlin’s almost unfathomable commitment to the Ukraine conflict without democratic mandate, accelerating fiscal decay. Merz plans to funnel around €11.5 billion from the 2026 federal budget directly into the Kiev black hole — a stance shared by Paris, London and Brussels — utterly detached from reality and dismissing even the possibility of a full U.S. pullback from the European theater.
This geopolitical folly echoes in bond markets. Germany’s leaders are playing Vabanque — without historical sense, responsibility, or foresight.
Those who hope that rising French and Belgian debt ratios (soon above 120% of GDP) can defuse hyper state growth via bond markets may be disappointed. Japan shows that even heavily domestically financed debt — at historically extreme ratios around 235% of GDP — can float for a while, though future obligations aren’t counted. Markets price in that the ECB will protect Eurozone debt by buying excess bonds — delaying collapse. But how exactly it intervenes now — since the “bazooka” of 2020 — is opaque and hidden. Risk premiums tell the tale.
That U.S. Treasuries trade at around a 1.3% premium over German bonds — and 60bp above Greek and Italian paper — is grotesque given Europe’s structural weaknesses. This stark mismatch between economic reality and bond pricing screams manipulation by Frankfurt central bankers.
Predicting when markets will finally downgrade a Eurozone pillar — likely France first — and bring the whole debt house of cards down is impossible. As Hemingway wrote in The Sun Also Rises:
“How did you go bankrupt?” “Two ways,” Mike said. “Gradually, then suddenly.”
* * *
About the author: Thomas Kolbe is a graduate economist. For over 25 years, he has worked as a journalist and media producer for clients from various industries and business associations. As a publicist, he focuses on economic processes and observes geopolitical events from the perspective of the capital markets. His publications follow a philosophy that focuses on the individual and their right to self-determination.
END
‘Demographic Time-Bomb’ – 7 Million Syrians Could Arrive In Germany Within 50 Years Due To Family Reunification
Dutch migration researcher and social scientist Ruud Koopmans has described the current rapid naturalizations as a “demographic time bomb” that could lead to 7 million Syrians in Germany within 50 years. Koopmans says that family reunification is the main factor, and with many relatives of these newly naturalized migrants having the right to reunification, it could transform Germany.
Koopmans criticizes Germany’s rapid naturalization of migrants, which was initiated under the last far-left German government of Chancellor Olaf Scholz.
“One must consider whether refugees should be given access to German citizenship so quickly. If they are German nationals, there is no limit on family migration. Then any possibility of managing these migration flows is gone,“ he said in an interview with Cicero.
“This rapid naturalization can be considered a demographic time bomb in the long run,” he added.
He stated that the so-called “turbo naturalization“ after three years was removed by the current ruling government. The reality is that this option for receiving German citizenship after three years applied to very few people, sometimes numbering less than 10 people in certain German states.
However, standard naturalization is still possible after five years.
“I see a problem with naturalization. This limitation on family reunification only applies to those granted subsidiary protection as long as they don’t yet have German citizenship. While the federal government’s reform abolished accelerated naturalization after three years, standard naturalization after five years—even for people who came as refugees—remains,” he said.
Foreigners in Germany can receive citizenship after five years if they prove legal residence and an independent economic livelihood, have no criminal record, and have sufficient knowledge of German. However, there have also been widespread reports of cheating on the German-language tests.
Many of these new citizens are men, and they will want to bring their families to Germany.
“It is essential to consider the consequences this will have for the future. These (approx.) one million people are heavily overrepresented by men. They will largely seek their marriage partners in their country of origin. This is highly likely because marriage in these countries is typically within extended families. Marriage in these societies is also an economic transaction between families, and the ticket to Europe is an important means of exchange,” said Koopmans.
He then cited the rapid growth of previous immigrant populations, who used family reunification to grow their numbers by millions. Turks are a good case study, who are now over 6 million in number in Germany. They also remain extremely poorly integrated, and in fact, the recent gang war in Berlin, which has helped fuel a record number of shootings in the capital city this year, is due in large part to a feud between Turkish Mafia gangs.
“We only need to look at the past: How much has the population of guest workers from Turkey or Morocco grown over time through family reunification and reproduction? From 1973, the year recruitment was halted, to the present day, this group has increased sixfold or sevenfold. If we assume the same for the Syrians—and there is no reason not to—then in 50 years we will have seven million Syrians or citizens of Syrian origin in Germany. And I’m only talking about Syrians, but the same applies to people from Afghanistan, Iraq, Somalia, and so on,” the researcher added.
🇩🇪🔴German police say members of an extended Syrian clan family are said to have committed at least 160 crimes in Stuttgart.
They have cost Germany nearly €500,000 in prison detention fees alone, and that is just for 5 of the highly criminal family.
Koopmans then claims that after 10 years, people should be allowed to stay in Germany, but five years is too soon.
“If that’s still the case after 10 years, at some point you have to say: Okay, people have been here so long now that we have to offer them a lasting perspective,” says Koopmans. “But I think it’s wrong to do this after just five years.”
Koopmans makes a distinction between immigrants, however.
“These problems, both regarding integration into the labor market and high crime rates, affect very specific immigrant groups. They are a consequence of the fact that we don’t have truly controlled migration. It’s not the case that all immigrants are significantly overrepresented in crime statistics. Many migrants in Germany come from other EU member states. These are not significantly overrepresented in crime statistics. In terms of labor market participation, migrants from other member states are even better off,” he said.
However, given demographic trends, any number of naturalizations may present a serious demographic crisis for the German population moving forward due to the sheer number of people who arrived over the last few decades.
Notably, a majority of Germans now support an immigration moratorium, according to a new YouGov poll. The poll shows just how deeply Germans have turned against mass immigration in the past 10 years.
Germany’s Banking Sector Faces Growing Crisis Amid Record Insolvencies
Sunday, Jan 04, 2026 – 07:00 AM
Submitted by Thomas Kolbe
The German economic crisis is slowly but surely making its way into the balance sheets of banks. Above all, the crisis in the largely credit-financed Mittelstand is increasingly weighing on savings banks and cooperative banks.
The year 2025 is ending as a disastrous year for the German economy. Around 24,000 companies filed for insolvency—a record figure, surpassed only in the crisis year 2003 following the bursting of the dotcom bubble and the subsequent recession. Back then, a total of 39,000 companies went bankrupt.
Deindustrialization and Loan Defaults
Loan defaults in the past year are estimated at around €57 billion. These losses hit suppliers and banks hard, especially since the German Mittelstand finances roughly 40% through savings banks and 25% through cooperative banks.
Already in the previous year, losses from corporate insolvencies had accumulated to around €59 billion. The causes have long been known: the persistent weakness of the German economy results from a toxic mix of overregulation, climate-policy-driven deindustrialization, a self-inflicted energy crisis, and high fiscal burdens. This poisonous cocktail severely strains the economy, weakens private demand, and makes industrial production in Germany increasingly unattractive on the international stage.
The ripple effects of a roughly 20% drop in industrial production reach far into other sectors. Supplier companies as well as industry-related services are increasingly under pressure—and are collapsing in many areas.
Pressure Beneath the Surface
At first glance, the German banking sector still appears stable. Industry giant Deutsche Bank increased its pre-tax profit in Q3 2025 by 8% year-on-year to €2.4 billion. The bank saw growth across all business areas—from traditional lending to investment banking to asset management.
The situation is different for cooperative banks. Volks- und Raiffeisenbanken already suffered a 25% drop in profits last year compared to the previous year. Further revenue declines are expected for 2025. The main reasons are the persistently weak economy, rising geopolitical tensions, and higher risk provisions in the face of growing credit default risks.
Germany’s once stable three-pillar banking model—private large banks, public-sector institutions like savings banks and state banks, and cooperative banks—still shows outward growth. But beneath the surface, deep cracks are forming: years of low interest rates have sharply squeezed bank margins, and the abrupt interest rate reversal is weighing on both businesses and consumers. Added to this is the problematic close entanglement between cooperative banks and politics.
For example, the agricultural cooperative BayWa in Bavaria nearly went bankrupt after engaging in global renewable energy investments—leaving a €100 million loss.
This example illustrates the risks of political steering of the banking sector through public institute credit guarantees like KfW. Nowadays, billions are channeled annually into the climate economy and the military sector—keeping a zombie economy afloat that could never survive in a free capital market.
Examples of the emerging banking crisis are multiplying: VR-Bank Dortmund Nordwest suffered losses of €280 million from risky real estate fund investments, requiring a bailout from the Cooperative Protection Fund (BVR).
VR-Bank Bad Salzungen-Schmalkalden lost a similar amount in dubious real estate deals two years ago and also called on the BVR for rescue. These cases show that banks, facing a declining credit business with the Mittelstand, are forced to move outward on the risk curve to generate operational profits.
The effects are tangible: a BaFin analysis shows that last year, about 1.9% of savings bank loans and 2.2% of cooperative bank loans were non-performing. This corresponds to a volume of €36.5 billion—a 25% increase from the previous year. Consequently, banks are forced to increase credit risk provisions—freezing more capital and making new loans harder to grant.
\Branch Closures and a Mortgage Crisis on the Horizon
Raiffeisenbank Hochtaunus recently fell into serious financial trouble after making €500 million in value adjustments to its real estate portfolio.
Creaking sounds are coming from all corners of the German economy. It is expected that the economic crisis will translate into a crisis of regional banks’ mortgage portfolios, alongside private insolvencies. Stress in the banking system is increasing quarter by quarter.
Banks are responding to growing pressure with tough measures. Over 1,000 bank branches are closed annually in Germany. The local Sparkasse may soon become a thing of the past. This not only makes personal consultations harder for older customers but also hits bank clients in rural areas. Small and medium-sized enterprises, craft businesses, bakeries, and local retailers who rely on personal financial advice increasingly find fewer direct contacts and a trusted banking environment.
Balance Sheet Damage Becomes Visible
Bank balance sheets reflect the overall economic situation. At the same time, they are influenced by financial and fiscal policy developments. Years of elevated loan defaults erode the financial substance of banks just as much as the globally high sovereign debt, which has caused significant devaluations of bond holdings on balance sheets.
In short: the longer the crisis in the private economy persists and the more it is exacerbated by fiscal undiscipline and growing government debt, the lower the lending potential of the banking sector.
This is precisely the crux of monetary policy. The European Central Bank can lower interest rates and private sector financing costs all it wants. Lending in the real economy is determined by the interaction between private companies and credit-granting banks.
Unless Germany’s economic outlook brightens considerably—which, under current political conditions, is unlikely—lending will significantly slow on the one hand, while defaults accelerate on the other. This would be further evidence that the German economy is continuing to sink deeper and deeper into a contraction phase.
* * *
About the author: Thomas Kolbe is a German graduate economist. For over 25 years, he has worked as a journalist and media producer for clients from various industries and business associations. As a publicist, he focuses on economic processes and observes geopolitical events from the perspective of the capital markets. His publications follow a philosophy that focuses on the individual and their right to self-determination.
5. RUSSIA AND MIDDLE EASTERN AFFAIRS
TBN ISRAEL/LAST 24 HR
ISRAEL VS HAMAS
ISRAEL VS HEZBOLLAH
IRAN
IRAN/DAY 6 OF PROTESTS: EARLY SATURDAY MORNING
IRAN//JERUSALEM POST/SATURDAY
Iran on the brink: Could 47 years of oppression finally end? – opinion
All around Iran, citizens rise against tyranny, taking a risk for freedom and a better future.
Iranians protest on a main street in Tehran, December 30, 2025(photo credit: SOCIAL MEDIA/VIA SECTION 27A OF THE COPYRIGHT ACT)ByCOOKIE SCHWAEBER-ISSANJANUARY 3, 2026 10:57
Is it possible that after 47 long and oppressive years of ayatollahs, backed by the iron fist of the Iranian Revolutionary Guard, the winds of freedom will finally sweep across the former Persian Empire?
So little is being reported about what could end up being one of the biggest stories of the 21st century, making it even more of a mystery. The grassroots revolution began the week between Christmas and New Year’s – a time when festivities are in full swing. But, nonetheless, this is a major development that cannot be minimized.
The last attempt of Iranians to reclaim their beloved country, hijacked in 1979 by Islamic extremists who overthrew the Pahlavi dynasty, failed despite the massive demonstrations of 2022 in at least nine provinces, including Tehran.Responsible for that huge civil uprising was the death of Mahsa Amini, after having been arrested by Iran’s morality police for improperly wearing her hijab head covering. That unconscionable act became the impetus for the rage expressed by the local population for the tragic and violent death of one helpless 22-year-old woman.
No longer willing to live under the tyranny of the mullahs, Iranians took to the streets, finally revolting against the lack of freedom and intolerable way of life that they had endured over the last 43 years.
Unwilling to release their tight grip, the IRGC began a campaign of lethal force, using live ammunition and tear gas against their own people, killing over 550, 69 of whom were children. Everything from torture to sexual violence was employed on the estimated 20,000 who had been arrested.
‘A MONSTER’ – Members of the IRGC attend a ground forces military drill in the East Azerbaijan province of Iran in 2022. (credit: IRGC/WANA (West Asia News Agency)/Handout via REUTERS)
The government, in an effort to ease the tensions, agreed to mass pardons in 2023, but it was too late. A freedom movement had begun. And, although it took a couple more years to rise even stronger, the people were clearly not going back to their quiet corner.
‘We want the mullahs gone’
Now, they’ve returned in full force, shouting, “We want the mullahs gone.” Fed up with the massive financing of Hezbollah and Hamas by their government, they are no longer willing to put up with the dire economic situation, the direct result of proxy wars.
Their frenzied chant, “Neither Gaza nor Lebanon, My Life for Iran,” expresses their refusal to put up with Iran’s support of terrorism to the detriment of its own citizens.
And that is why many believe that the failed experiment of an extremist, authoritarian, and theocratic government is about to come to an end. Between the collapse of their currency and the ensuing hyperinflation, rising to 40% annually, most Iranians are unable to afford everyday necessities, causing the level of poverty to rise to nearly 50%.
When people are faced with such harsh living conditions, the only thing left to do is rebel, because life hardly seems worth it when all hope is taken away. It’s all simply become intolerable – high unemployment rates, poor infrastructure, constant energy shortages, total lack of water supplies, crippling sanctions placed on the country, and, worst of all, the lack of all freedoms.
It’s no wonder that Iranians are willing to die to remove the scourge from their midst. The iconic figure of one, single man, sitting in the middle of an Iranian street as security forces approached him, was posted on Instagram as a reminder of the courage it takes to battle evil.
But as the regime barely hangs on, fearing that their end is near, there are growing concerns that their last act of defiance may be to strike Israel, reasoning that if they go, so, too, must the Jewish state. And that is why we are on high alert, prepared for any possible surprise attack.
As the protest enters its fifth day (at the time of writing), everyone is waiting to see what will happen. The day before, young people stormed the government buildings in the south of the country, while the IRGC shot back at them.
But backed by both the Mossad as well as Crown Prince Reza Pahlavi, the exiled Iranian opposition political figure, Iranian citizens are being encouraged to continue their fight until they prevail and oust their oppressors.
As life comes to a halt throughout Iran, with the boarding of all shops and a pause in almost every daily activity, there is renewed hope that this time, the people might have a shot at breaking the 47-year rule, which has kept them imprisoned and smothered in a way they are no longer willing to accept.
So, Iran is in the throes of their own Tiananmen Square rebellion, risking their lives for the sake of the dream of being a free people. And while the government is trying to put a humane face on the protests by sounding as if they’re listening to the outcries of the people, it’s clear that, from their perspective, the supreme leader, along with his extreme religious rulers, has no intention of easing up their strong control over every aspect of the lives of Iranians.
So, no one is taken in by the feigned sound of “reasonable” government voices claiming that they are listening and possibly willing to compromise.
This regime must be completely shattered and dismantled before any changes can take place, and that would mean either a full-on coup or self-imposed exile of Iran’s ruling class, so that a new government can be installed.
Of course, if this happens, it will be a major game-changer in the Middle East, because those fighting against Israel will lose their financing as they continue to fight Israel. A lack of money will certainly have its effect on the ideological motivation of terrorists who suddenly find themselves hungry.
A new Iranian government will also put an immediate end to the threat of nuclear warfare against Israel – the greatest concern, which caused the US to join forces with the Jewish state and bomb their development facilities in a preemptive strike, severely setting them back by months or even years.
Imagining a peaceful Iran is as good as it gets – not only in the Middle East, but throughout the world. Because if Iran had succeeded in developing their nuclear arsenal, no one would have been safe.
The year 2026 holds so much promise for Iranians, Israelis, vulnerable Middle East countries, the US, and all of Europe. May it be the first gift of a new year with the bright spot of hope amid a world that has gone mad!
The writer is a former Jerusalem elementary and middle school principal. She is the author of Mistake-Proof Parenting, based on the time-tested wisdom found in the Book of Proverbs, available on Amazon
end.
Islamic Republic in ‘survival mode’ amid protests, Iranian officials said to believe
At least 17 killed in week of demonstrations, according to rights group; reports say Khamenei planning to flee to Russia if security forces fail to quell unrest
A video appears to show anti-regime protesters marching in Isfahan, Iran, January 1, 2026. (X screenshot: used in accordance with Clause 27a of the Copyright Law)
Senior officials in Iran have acknowledged that the country has reportedly been “thrust into survival mode” amid growing and increasingly violent protests against the Islamic Republic’s regime.
At least 17 people have been killed during a week of unrest in Iran, a rights group said on Sunday, as protests spread across the country, sparking violent clashes between demonstrators and security forces.
Deaths and arrests have been reported throughout the week, both by state media and rights groups, though the figures differed.
The protests are the biggest in three years. Some senior figures have struck a softer tone than in some previous bouts of unrest, at a moment of vulnerability for Iran with the economy in tatters and international pressure building.
After US President Donald Trump threatened to intervene if Iran killed peaceful protesters on Friday, the country’s Supreme National Security Council held a meeting to discuss how to temper the protests without reacting violently and avoid fueling the rage toward the regime, three Iranian officials familiar with government deliberations told The New York Times on Sunday.
The council also prepared for a scenario where Iran would be hit with military strikes, the report said.
In this photo released by an official website of the office of the Iranian supreme leader, Ayatollah Ali Khamenei, he speaks in a meeting in Tehran, Iran, January 3, 2026. (Office of the Iranian Supreme Leader via AP)
Amid the protests, senior officials have acknowledged the Islamic Republic, which came to power in the revolution of 1979, has now been “thrust into survival mode,” the three officials told the Times.
Trump reiterated his threats on Sunday.
“We’re watching it very closely. If they start killing people like they have in the past, I think they’re going to get hit very hard by the United States,” he told reporters aboard Air Force One.
According to an intelligence report shared with the British daily The Times, Iran’s Supreme Leader Ayatollah Ali Khamenei, 86, will flee Tehran to Moscow with his aides and family members if his security forces fail to halt the growing demonstrations or desert his side amid the unrest.
“The ‘plan B’ is for Khamenei and his very close circle of associates and family, including his son and nominated heir apparent, Mojtaba,” an intelligence source told the British newspaper.
In December 2024, then-Syrian president Bashar al-Assad, an ally of both Russian President Vladimir Putin and Khamenei, fled a rebel takeover to the Russian capital.
Supreme leader says Iran will not yield to enemy
Iran’s President Masoud Pezeshkian told the Interior Ministry to take a “kind and responsible” approach toward the protesters, according to remarks published by state media, saying “society cannot be convinced or calmed by forceful approaches.”
That language is the most conciliatory yet adopted by Iranian authorities, which have acknowledged economic pain and promised dialogue even as security forces cracked down on public dissent in the streets.
Trump on Friday threatened to come to the protesters’ aid if they face violence, saying, “We are locked and loaded and ready to go,” without specifying what actions he was considering.
That warning prompted threats of retaliation against US forces in the region from senior Iranian officials. Khamenei said Iran “will not yield to the enemy.”
Protesters took to the streets in the Narmak neighborhood of eastern Tehran on Sunday evening, chanting slogans including “This is the final battle, Pahlavi will return,” according to videos received by Iran International.pic.twitter.com/tNohb6LK2e
Norway-based Kurdish rights group Hengaw reported that at least 17 people had been killed since the start of the protests. HRANA, a network of rights activists, said at least 16 people had been killed and 582 arrested.
Iran’s police chief, Ahmad-Reza Radan, told state media that security forces had been targeting protest leaders for arrest over the previous two days, saying “a big number of leaders on the virtual space have been detained.”
Police said 40 people had been arrested in the capital Tehran alone over what they called “fake posts” on protests aimed at disturbing public opinion.
The most intense clashes have been reported in western parts of Iran, but there have also been protests and clashes between demonstrators and police in Tehran, in central areas, and in the southern Baluchistan province.
Deadly clashes
The protests have taken place in 23 out of 31 provinces and affected, to varying degrees, at least 40 different cities, most of them small and medium-sized, according to an AFP tally based on official announcements and media reports.
Hengaw said that the Islamic Revolutionary Guard Corps opened fire on protesters in the Malekshahi county of the western Ilam province on Saturday, killing four members of Iran’s Kurdish minority.
The group said it was checking reports that two other people had been killed, adding that dozens more were wounded. It also accused the authorities of raiding the main hospital in the city of Ilam to seize the bodies of the protesters.
The Iran Human Rights NGO, also based in Norway, gave an identical toll of four dead, as well as 30 wounded, after “security forces attacked the protests” in Malekshahi.
At the funeral of slain protesters, people chant “Death to Khamenei”
— National Union for Democracy in Iran (@NUFDIran) January 4, 2026
It said funerals for the dead took place on Sunday with mourners chanting slogans against the government and Khamenei.
Both organizations posted footage of what appeared to be bloodied corpses on the ground, in videos verified by AFP.
Iranian media said a member of the security forces was killed in a clash with “rioters” who attempted to storm a police office, with “two assailants” killed.
In Tehran, sporadic demonstrations on Saturday night were reported in districts in the east, west, and south, the Fars news agency said.
On Sunday, the vast majority of shops were open in the capital, although the streets appeared less crowded than usual, with riot police and security forces deployed at major intersections, AFP observed.
Images verified by AFP showed Iranian security forces using tear gas to disperse a group of protesters who gathered in central Tehran during the day on Sunday.
Late on Saturday, the governor of Qom, the conservative center of Iran’s Shi’ite Muslim clerical establishment, said two people had been killed there in unrest — one of them when an explosive device he made blew up prematurely.
HRANA and the state-affiliated Tasnim news agency reported that authorities had detained the administrator of online accounts urging protests.
Three Iranian officials have told Reuters that Tehran leadership believes the United States or Israel may take military action against the Islamic Republic soon, coming off the heels of the US intervention to remove Venezuela’s Maduro.
There are reports of Iranian ’emergency meetings’ of top leadership to examining options for self-defense, and the country overnight engaged in fresh ballistic missile drills to signal its preparedness.
The NY Times has separately cited Iranian officials who view the country as being in “survival mode” – amid a week of economic protests driven largely by the impact of US sanctions: currency collapse and soaring prices.
The past two years has seen Hezbollah leadership decimated, Assad removed in Syria, and now Iran-ally Maduro taken out – he’s now facing federal charges in a New York court.
Islamic Republic leadership is fully aware that it remains in a very delicate position:
Ali Gholhaki, a hard-line pundit in Iran, said in a phone interview that the dire state of the economy had played a central role in the downfall of the leaders in both Venezuela and Syria, creating a maelstrom of public discontent and dispirited security forces. “The lesson for Iran is that we must be extremely careful that the same scenario does not happen here,” Mr. Gholhaki said. “When the anti-riot police, security forces and the military are struggling for their livelihood, the defense lines collapse.”
The large-scale internal protests come at the worst possible time, the NY Times continues:
The three officials said that as the protests raged, senior officials in private meetings and conversations had acknowledged that the Islamic Republic had been thrust into survival mode. Officials appear to have few tools at their disposal to deal with either the pressing challenges of a tanking economy fueling unrest or the threat of further conflict with Israel and the United States. President Masoud Pezeshkian has repeatedly said as much publicly in recent weeks, at one point announcing that he had “no ideas” for solving Iran’s many problems.
“Any policy in the society that is unjust is doomed to fail,” Mr. Pezeshkian said in a speech on Thursday, his first public address since the protests began. “Accept that we must listen to the people.”
While at least a dozen people have died amid clashes with police (including at least one security forces member), the ongoing protests still aren’t as big as the 2022 wave.
But Iran also has to always be on the lookout for subversion from the outside, as even Israeli media has increasingly acknowledged…
Mossad has long acknowledged that it has many assets inside Iran, and already Israeli officials have expressed that they ‘stand with’ the Iranian people. Of course, even the protesters themselves are wary of being coopted by outside intelligence. And then there’s the professional activists and subversives of the People’s Mojahedin Organization of Iran (MEK) – which is believed to frequently coordinate action with the Israelis and Americans.
EXPLOSION INSIDE IRAN:
Huge Industrial Explosion In Iran Sparks Panic, Protest-Related Speculation
Monday, Jan 05, 2026 – 10:15 AM
A large explosion initially under mysterious circumstances has rocked Iran. Regional media has identified the location of the blast, which released a small mushroom cloud high into the air, in Amol, northern Iran. The timing couldn’t be worse, as it unleashed some degree of panic in the country when it happened Monday afternoon.
It reportedly occurred at Kalleh dairy factory, which is one of the largest dairy producers in Iran, with the mayor of Amol telling Mazandaran Broadcasting Agency that the fire and explosion was sparked by accident due to repairs and a welding fire.
The smoke in the blast aftermath could be seen from several miles away, and news of it spread fast both within Iran and around the world, resulting in rapid speculation that it may have been connected to the ongoing wave of protests.
Some pundits have denounced that the industrial blast is being directly related to anti-government, economically-driven protests. The timing seems unfortunate, but the natural questions arise concerning the possibility of sabotage.
Currently, all eyes are on the US and Israeli reaction to the ongoing protests – now just over a week in progress, after President Trump pledged that he would “rescue” Iranians and potentially “hit” Iran “very hard” if authorities begin shooting protesters.
دقایقی پیش کارخانه یکی از خطوط تولید شرکت کاله در شهر آمل دچار آتشسوزی شدید شد. ویدئوهای منتشرشده در شبکههای اجتماعی نشاندهنده برافروخته شدن شعلهها و تلاش نیروهای آتشنشانی برای مهار حریق است، هنوز علت دقیق حادثه اعلام نشده است. این خبر در حالی منتشر میشود که شرکت کاله و… pic.twitter.com/jsDWAQqDCL
Thousands of people have mobilized across the country with security forces responding forcefully in some places.
On Thursday, Iran’s semiofficial Fars news agency reported that three people had died in confrontations between security forces and protesters in Lordegan in southwestern Iran. A further three deaths were reported in Azna and another in Kouhdasht, both in central Iran.
“Some protesters began throwing stones at the city’s administrative buildings, including the provincial governor’s office, the mosque, the Martyrs Foundation, the town hall and banks,” Fars reported of protests in Lordegan, adding that police had responded with tear gas.
Screenshot/X
With things on edge, and as Tehran leaders remain under pressure from the West, even the instance of a simple industrial accident – if this narrative indeed proves accurate, comes at the worst of moments.
6. GLOBAL ISSUES//COVID ISSUES/VACCINE ISSUES/HEALTH ISSUE
Nicolas Hulscher, MPH on X: “
17 Ways mRNA Shots May Cause Cancer, According to Over 100 Studies Comprehensive literature review reveals how mRNA injections may induce, accelerate, or reactivate cancer through 17 distinct pathways
Giants coach Andre Patterson has prostate cancer; Amaya Espinal (“Love Island USA”) rushed to hospital 2 weeks after emergency surgery; UK: Christians’ drummer Lionel Duke has cardiac arrest; more
The general blindness to the toll of COVID “vaccination” includes a near-universal inability to see that both Presidents Trump and Biden started raising “health concerns” after their injections.
(The same applies to the steady global increase in dementia since 2021.)
Critics troubled by ‘slurring’ Trump’s plan to ‘run’ Venezuela
January 3, 2026
President Donald Trump was big on boast and short on details when he committed the U.S. to running the whole nation of Venezuela on Saturday. “We’re going to run the country until such time as we can do a safe, proper and judicious transition,” Trump told reporters in the hours following his administration’s invasion and seizure of Venezuelan President Nicolás Maduro and his wife.
News from Underground by Mark Crispin Miller is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.
“This is Bushism with less of a plan. It’s the Iraq and Afghanistan thing with less of a plan,” said Bulwark Publisher Sarah Longwell, who added that Trump clearly is not doing well mentally even as he prepares to send the world’s most expensive military into a South American country. “Trump was slurring,” Longwell said of the press conference. “He was going off on wild tangents at a critical moment of information … Trump gives this slurring, meandering thing — then you’ve got Hegseth doing an ass-kissing session on Trump, and then he points to Rubio — who wasn’t even prepared to speak, so basically he says ‘everybody put your big boy pants on because Donald Trump means what he says.”
Venezuela Raid Briefing Erupts After Viral Post Says Trump Is “Falling In and Out of Consciousness”
January 3, 2026
President Donald Trump sparked intense online debate Friday after appearing at a press conference announcing a dramatic U.S. military operation in Venezuela, as a short video clip from the briefing went viral showing him briefly closing his eyes while a senior military officer spoke. Video from the event shows Trump standing beside a uniformed U.S. military commander as operational details were outlined. In a short segment that circulated widely on social media, Trump appears to briefly close his eyes and lower his head, prompting speculation from critics about his attentiveness during the briefing.
One of the most widely shared posts came from political commentator Brian Krassenstein, who described Trump as “falling in and out of consciousness.” Other users echoed similar claims, arguing the moment raised concerns about Trump’s focus during a major national security announcement.
Supporters quickly pushed back, sharing longer versions of the briefing and arguing the viral clip was misleading or taken out of context. They noted Trump spoke at multiple points during the event and maintained that he was not asleep, accusing critics of exaggerating the moment for political effect.
Note Trump’s affect during the remarks by Gen. John Daniel “Raizin” Caine, Chairman of the Joint Chiefs of Staff (and venture capitalist):
Trump Declares Himself in ‘PERFECT HEALTH’ After WSJ Raises Serious Questions About Bruises, Aspirin, and Sleep
January 2, 2026
Less than 24 hours after a deeply revealing interview with the Wall Street Journal sent fresh ripples of concern through Washington, Donald Trump did what he has always done best: he graded his own performance and handed himself a perfect score.
Taking to Truth Social on Friday, the nearly 80-year-old president announced that White House physicians had declared him in “PERFECT HEALTH” and that he had once again “ACED” a cognitive exam — this time, according to Trump, with a flawless 100 percent score. The timing was not subtle. The post came one day after the Journal published a wide-ranging profile that lingered uncomfortably on Trump’s age, his visible bruising, and his increasingly unconventional approach to basic health practices.
Doctor says Trump may have revealed he’s being treated for ‘cognitive impairment’
January 2, 2026
A physician and pulmonologist said President Donald Trump may have accidentally let it slip that White House doctors could be treating him for “cognitive impairment” based on one of the president’s recent social media posts. During a Friday posting spree to his Truth Social account, Trump announced that doctors declared him to be “in ‘PERFECT HEALTH,’ and that I ‘ACED’ (Meaning, was correct on 100% of the questions asked!), for the third straight time, my Cognitive Examination, something which no other President, or previous Vice President, was willing to take.” According to Dr. Vin Gupta, Trump was boasting taking the Montreal Cognitive Assessment (or MoCA), which doctors use when they’re concerned a patient may have “age-related cognitive decline, so-called mild cognitive impairment or early stage dementia.”
“Maybe people are forgetting linear thinking. They lose their train of thought,” Gupta explained. “So we do something called a MoCA test, Montreal Cognitive Assessment tool, to to see is there issues with recall.” Gupta said the frequency Trump brags about passing cognitive tests suggests that the White House’s medical team is likely so concerned about Trump’s cognitive health that they’re administering far more than the standard number of tests given to a typical elderly patient.
Trump received Covid vaccine and flu shot during second physical of the year
October 10,2025
President Donald Trump received a Covid vaccine and flu shot during his visit to Walter Reed Medical Center on Friday, his physician said in a memo released by the White House.
“In preparation for upcoming international travel, President Trump also received preventive health screenings and immunizations, including annual influenza and updated COVID-19 booster vaccinations,” the president’s physician, Dr. Sean Barbabella, wrote.
The president’s own CDC has shifted away from a broad recommendation for Covid-19 immunization; people who want one must now consult with a health care provider, a process known as shared clinical decision-making. However, a prescription is not necessarily needed.
Marvel and Lost star Evangeline Lilly suffers ‘brain damage’ after Hawaii accident
January 3, 2026
Ant-Man and Lost star Evangeline Lilly has given fans a health update after suffering an accident in Hawaii in May. Lilly, 46, posted on Instagram this week informing fans that she has been diagnosed with “brain damage”. The actor, who played Kate Austen in all six seasons of the series Lost, had been on holiday in Hawaii, where the much-loved show was primarily filmed between 2004 and 2010, when the incident occurred last summer. Lilly fainted and fell headfirst into a boulder on the beach, leaving the actor with bruising and cuts on her face.
Speaking in a video posted to Instagram, Lilly said: “It’s late on January 1st. The first day of 2026. I’m entering into this new year, the year of the horse, with some bad news about my concussion. A lot of you have asked how I’m doing. A lot of you have inquired about the brain scan that you heard I got. The results came back from the scan, and almost every area in my brain is functioning at a decreased capacity.” Lilly continued: “I do have brain damage from the TBI (traumatic brain injury) and possibly other factors going on. My job now is to get to the bottom of that with my doctors. Then I’ll embark on the hard work of fixing it, which I’m not looking forward to – I feel like hard work is all I do. But that’s OK. My cognitive decline is because I smashed my face open [but] it’s helped me to slow down.”
Country Music Star Posts Alarming Photo of Swollen Face Amid Sickness
January 3, 2026
Country music superstar Maren Morris has been suffering from a sinus infection that caused her face to swell. Morris performed on Dick Clark’s New Year’s Rockin’ Eve with Ryan Seacrest 2026, but days earlier, she was very sick. “Sorry jumpscare. But days leading up to my performance, I had the worst sinus infection of my life and it swelled up my face and then proceeded to evolve into some insane skin reaction,” she captioned a photo on her Instagram Stories on Thursday, Jan. 1. “I’m relieved I was able to sing last night,” she continued, adding, “Thank you antibiotics, afrin & aquaphor. Oh, and concealer.” In the picture, Morris’ sinuses, nose, cheeks, and eyes appeared puffy and irritated. According to the Mayo Clinic, this type of swelling and irritation isn’t all that uncommon when someone is sick with acute sinusitis.
John Cena’s cancer battle. What we know about the WWE star’s diagnosis
December 27, 2025
John Cena [48] is one of professional wrestling’s all-time greats, and the folks who tuned in for his recent final match at Saturday Night’s Main Event even heard the WWE declare him as the best to ever do it. Fans who saw his final match might have noticed that Cena had some small, circular white spots on his skin in different areas. The wrestler shared earlier this year those spots were where he once had skincancer. Cena made the revelation to try to help spread awareness as part of a partnership with Neutrogena. The good news is Cena is, for now, healthy and fine.
Jerry Lawler Reveals He Is Suffering From A Rare Brain Condition Following Third Stroke
December 24, 2025
WWE Hall of Famer Jerry “The King” Lawler suffered his thirdstroke in September 2025 while he was alone in his Florida condo, leaving family, friends, and fans greatly concerned. And while it’s known that the 76-year-old is on the mend, he has disclosed in a new interview with Action News 5 that he is now color blind, explaining that he can only see the world in black and white.
Giants defensive line coach Andre Patterson has battled prostatecancer through the 2025 season, he told ESPN. Patterson was diagnosed earlier this year and informed his players in the spring. He stayed with the team while undergoing treatment. The veteran coach made his diagnosis public to raise awareness for prostatecancer, which is one of the most common cancers in men.
Medics rushed on stage to help him as the Liverpool band performed ahead of Sting’s headline slot at the festival. He had to be put in an induced coma in intensive care.
The 58-year-old told the BBC: “Everyone thought I was going to die. I’m still in shock about what happened but I feel blessed I’m still here.”
The band – who had a Top 10 hit in 1988 with their cover of the Isley Brothers’ Harvest For The World – had only played two songs before Lionel fell ill.
The concert was halted as he was taken to hospital.
The father-of-two said: “Fortunately for me, I was in the right place at the right time.
“Everyone thought I was going to die. They were working on me for 12 minutes.
“An off-duty nurse stated that I wasn’t going to make it. I think now how lucky I was.”
He added: “I still get emotional thinking about what happened.
“It’s a lot to take in. I feel so lucky to be alive.”
COVID “vaccines” killed children. Legal commentator Jeff Childers immediately recognized what was happening: the flagship publication for educated professional-class liberalism had just created a
Alexander News Network (ANN): Trump’s War 2.0 for America is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.
‘Which brings us to the uncomfortable question about Dr. Robert Malone, who holds foundational mRNA transfection patents and now sits on the CDC Advisory Committee on Immunization Practices (ACIP).
His credentialed voice calling for a moratorium on the technology he invented would shatter the platform permission structure.
Stanley Milgram’s obedience experiments showed that when subjects watched others disobey authority before their turn, compliance dropped from 65% to 10%. A single visible dissenter breaks the social proof mechanism.
Yet he has not called for that moratorium, and remarkably, the Chair and Vice Chair of ACIP now sit side by side. One invented mRNA transfection technology and is named on nine patents. The other holds none. Only one has called the platform “the biggest threat to humanity right now“—and it isn’t the inventor.
In what may be the most absurd juxtaposition of the entire COVID era: the Chair of ACIP has called mRNA “the biggest threat to humanity,” while the Vice Chair—who invented mRNA transfection and whose name is on the foundational patents—has not. They serve on the same committee.
They presumably make small talk. One wonders what they discuss, if anything other than the silly claim that RFK, Jr. has a brain worm.’
But here’s what most people missed: they’re sacrificing the COVID “vaccines” jabs to save the mRNA/modRNA platform. And without a moratorium on mRNA technology itself, the permission structure seeded for the next phase of biomedical tyranny—the microneedle patch implants—remains firmly planted.
END
NEWSWIZE
LATEST REPORTS FOR NEWS JUNKIES
BREAKING: Trump Announces Capture Of Venezuelan Dictator Nicolas MaduroPresident Donald Trump announced early Saturday morning that Venezuelan Dictator Nicolas Maduro has been captured and flown out of the country following a joint U.S. military and law enforcement operation. “The United States of America has successfully carried out a large scale strike against Venezuela and its leader, President Nicolas Maduro, who has been, along with his wife, captured and …READ THE FULL REPORT
BREAKING: U.S. Military Operations In Venezuela Are ‘Underway,’ Officials ConfirmMultiple outlets are reporting that President Donald Trump did indeed order a series of air and missile strikes targeting key Venezuelan military installations and government buildings early Saturday morning. Fox News correspondent Lucas Tomlinson reported, citing U.S. officials, that U.S. military operations against Venezuela are “underway,” suggesting that strikes are ongoing as of 2:57 a.m. Eastern Time. CBS also reported …READ THE FULL REPORT
NEW: MS NOW (Formerly MSNBC) Suffered A Dramatic Ratings Decline In 2025MS NOW, the left-wing cable news network previously known as MSNBC, lost a little more than a quarter of its total viewership in 2025, according to Nielsen data. CNN also suffered a notable dip while Fox News and industry newcomer NewsNation saw their respective ratings increase. MS NOW’s experienced a sharp drop in viewership throughout 2025, with primetime averages falling …READ THE FULL REPORT
NEW: MS NOW (Formerly MSNBC) Suffered A Dramatic Ratings Decline In 2025MS NOW, the left-wing cable news network previously known as MSNBC, lost a little more than a quarter of its total viewership in 2025, according to Nielsen data. CNN also suffered a notable dip while Fox News and industry newcomer NewsNation saw their respective ratings increase. MS NOW’s experienced a sharp drop in viewership throughout 2025, with primetime averages falling …READ THE FULL REPORT
NEW: MS NOW (Formerly MSNBC) Suffered A Dramatic Ratings Decline In 2025MS NOW, the left-wing cable news network previously known as MSNBC, lost a little more than a quarter of its total viewership in 2025, according to Nielsen data. CNN also suffered a notable dip while Fox News and industry newcomer NewsNation saw their respective ratings increase. MS NOW’s experienced a sharp drop in viewership throughout 2025, with primetime averages falling …READ THE FULL REPORT
LATEST REPORTS FOR NEWS JUNKIES
NEW: Venezuelan Dictator Nicolas Maduro Indicted In New York Following CaptureFormer Venezuelan dictator Nicolas Maduro was indicted on drug and weapons charges in the Southern District of New York on Saturday, just hours after he was captured in a surgical military operation after weeks of buildup. In the early hours of the morning on Saturday, January 3, U.S. military forces executed a large-scale operation in Venezuela. The operation involved airstrikes …READ THE FULL REPORT
WATCH: Venezuelans Flood The Streets To Celebrate Maduro’s DownfallThousands of Venezuelan citizens and refugees abroad took to the streets in order to celebrate the rapid collapse of dictator Nicolas Maduro’s regime. While much of the celebrations have taken place abroad — where millions of Venezuelan citizens have been forced to flee over the last two decades — several verified cheering has been verified in the country itself. Aerial …READ THE FULL REPORT
JUST IN: Image Released Of Maduro Aboard U.S. Military Vessel Following CapturePresident Donald Trump shared a new image of deposed Venezuelan dictator Nicolas Maduro after he was captured by U.S. special forces in a daring military operation on Saturday morning. The image shows a blindfolded Maduro aboard the USS Iwo Jima, aboard which he and his wife, Celia Flores, are currently being transported to the United States. President Trump uploaded the …READ THE FULL REPORT
WATCH: Trump Announces Plans For Retaking Control Of Venezuela’s Oil IndustryPresident Donald Trump on Saturday announced that the United States will be retaking control of Venezuela’s oil sector in order to help rebuild the country and provide economic benefit for U.S. citizens. While flanked by senior cabinet officials at Mar-A-Lago,Trump announced that the United States had successfully conducted a large-scale military operation in Venezuela, resulting in the capture of Venezuelan …READ THE FULL REPORT
JUST IN: Dramatic Images Emerge From Trump Admin Situation Room During Maduro OperationThe Trump Administration has released images from a secure command room located at President Donald Trump’s Mar-A-Lago estate, during the daring operation that led to the capture of Venezuelan dictator Nicolas Maduro on Saturday morning. A series of photos show several senior Trump cabinet officials, including War Secretary Pete Hegseth, Secretary of State Marco Rubio, Joint Chiefs Chairman General Dan …READ THE FULL REPOR
MICHAEL EVERY/OR OR PICTON/GIFFIN OR RABOBANK EXECUTIVE/COMMENTARY ON WORLDLY AFFAIR
The “Don-Roe Doctrine” Has Already Set The Tone For 2026
Monday, Jan 05, 2026 – 09:25 AM
By Bas van Geffen, Senior Macro Strategist at Rabobank
Happy New Year! Brace yourselves, we’re in for a rough ride.
In our last Monthly Outlook for 2025, we looked ahead to this year. We warned that it would be foolish to assume that this year would be any calmer. President Trump wasted no time to make that prediction accurate.
You will undoubtedly have seen the headlines. This weekend, President Trump launched a military operation in Venezuela and in a matter of hours, Venezuelan President Maduro was in US custody. He faces charges for “pushing drugs into the United States.”
It is the first time the US moves to oust a Latin American leader since Bush moved against Noriega in 1989. Coincidentally, the Panamanian leader was also wanted for drug trafficking, but the US had other geopolitical reasons to dethrone him. Drug trafficking charges may be Trump’s official reason for this weekend’s operation in Venezuela, as his voter base did not elect him on a platform of active foreign policy. Still, the move fits with a modern-day Monroe Doctrine.
Throughout 2025, Trump had already taken an interest in politics in other Latin American countries. He has been a supporter of Argentina’s Milei, who largely shares Trump’s ideas. And Trump has not shied away from punitive tariffs on Brazil, as retribution for a criminal investigation against former president and Trump-ally Bolsonaro and arguably Brazil’s deepening ties with Russia and China.
Is this a warning of more to come? Recall that last year, Trump threatened to take control of the Panama Canal and he said “something could happen with Greenland.” This weekend, the US president repeated that the country “needs Greenland from the standpoint of national security.” And, Trump warned that Colombia could be next after Venezuela. He accused the Colombian president of making and selling drugs to the United States, adding that “he’s not going to be doing it very long, let me tell you.”
Unsurprisingly, several Latin American leaders condemned the move. Brazil’s Lula said that an unacceptable line had been crossed, just as relations between the two presidents had started to defrost. Mexico strongly rejected the attack, and Chile and Colombia expressed their concerns.
The capture of Maduro also puts another strain on US relations with Russia and China, who both supported Venezuela. In fact, Maduro had met with Chinese envoys just hours before his capture.
Meanwhile, the response of US allies was divided as leaders weigh politics and international law. French President Macron chose the political route of commending Trump’s achievement: “Venezuelan people are rid of Maduro’s dictatorship and can only rejoice.” His German counterpart noted that the legal assessment is “complex.” But, above all, Merz called for a transition to a government that is legitimised by elections, warning against political instability.
Opinions vary how Venezuela may get there. Macron suggested that Maduro’s main political opponent –and presumed winner of the previous elections– could lead this transition: “President Edmundo González Urrutia, elected in 2024, can swiftly ensure this transition.” Venezuelan opposition leaders have called for the same.
But President Trump has other plans. According to the US president, the opposition leaders lack the “respect” of the country to govern effectively. Instead, Trump suggested that Maduro’s vice president would be the best candidate for the job: “She is essentially willing to do what we think is necessary to make Venezuela great again.” Trump added that the US would “run” Venezuela until a “safe, proper and judicious” transition of power can be done.
Rodríguez initially showed defiance of US intervention, arguing that “the US attack only had one objective: regime change and the capture of Venezuelan natural resources”. Yet that could be a façade as she juggles US demands with those of Maduro’s supporters. Indeed, on Sunday, she extended an invitation to “work together on a cooperation agenda,” as Trump threatened her with a fate worse than Maduro’s “if she doesn’t do what’s right.” For now, everything remains in flux.
It is equally unclear how Trump will ensure a smooth transition of power, or how he exactly plans to lead Venezuela in the interim. The US does not have a military presence or even an embassy, but it has blockaded the country for about a month now. So, Trump may have some economic pressure over any new leader. And he has warned that follow up strikes could still happen, if necessary.
If the US administration manages to impose its power over Venezuela, that could reshape the world. The country’s oil reserves could ensure low energy prices for US consumers and secure fuel for US shipping and military, whilst undercutting geopolitical rivals’ abilities to fund themselves with energy sales and/or disrupting flows to China. However, Venezuelan oil production is a fraction of what it was, and our energy strategists estimate that it would take at least five to ten years before capacity can be restored to what it once was.
Geopolitically, it shows that Trump means what his administration wrote in its National Security Strategy: a greater focus on the Western Hemisphere; a “Donroe Doctrine.” Control over Venezuela reinforces that message, and would make it easier for the US to then lean on resource-rich countries in the region.
But none of this is without risks. Imposing a stable, pro-US regime is much more difficult than toppling the former. And how will China and other geopolitical rivals respond? Has Trump set a precedent with his claim that the attack was legitimate because Maduro had been indicted in the US?
We’re just a couple of days into 2026 and the tone has been set. Buckle up!
END
7. OIL ISSUES/NATURAL GAS/ENERGY ISSUES/GLOBAL\
OIL
Trump’s New Energy Doctrine: Regime Change, Then Drill
President Donald Trump has embarked on his own regime-change mission. And this time the United States intends to keep the oil.
American Special Operations Forces captured Nicolás Maduro in a daring raid, nabbing the Venezuelan leader from his bed early Saturday morning before sending him north aboard the USS Iwo Jima to New York, where he will face criminal charges related to an alleged narco-terrorism conspiracy.
The leftist strongman had ruled the South American state for more than a decade.
Now Trump will take over. “We’re going to run the country until such time as we can do a safe, proper and judicious transition,” he told reporters during a Mar-a-Lago press conference, deputizing Secretary of State Marco Rubio and Secretary of War Pete Hegseth to manage in the interim as “a team.”
Though long a critic of the foreign entanglements that defined the presidencies of his Republican predecessors, Trump insisted he could do regime change right. “We’ll run it properly. We’ll run it professionally,” he said. “We’ll have the greatest oil companies in the world going in.” He will not, however, clean house.
Trump claimed Delcy Rodríguez, a Maduro loyalist and the current Venezuelan vice president, was already willing to work with the United States to remake the country. He said it would be “very tough” for opposition leader María Corina Machado to assume power. Just hours after perhaps the most consequential decision of his tenure, the once ostensibly isolationist president was suddenly and remarkably open-ended in his commitment to rebuild a nation thousands of miles away from his own. Of a potential American occupation force, Trump said, “We are not afraid of boots on the ground.”
Even if the newly announced nation-building mission may be something of a flashback to the invasion and occupation of Iraq, Trump did not echo the language of the War on Terror. He spoke for nearly an hour. Not once did the president, or his assembled people, say the word “democracy.”
He ordered the removal of the foreign head of state to instead preserve American hegemony in the Western Hemisphere. Venezuela under Maduro had opened its arms to China, Cuba, Iran, and Russia by way of both trade and military cooperation. The White House alleged that this amounted to a violation of the Monroe Doctrine, a 19th-century precedent named for then-President James Monroe’s opposition to colonial meddling in the Americas by the Europeans. “They are now calling it the ‘Donroe Doctrine,’” the current president quipped before the press.
The turn of phrase was new. The strategy is not. The White House has shifted its focus to North and South America to establish what the new National Security Strategy released late last year described as “the Trump corollary” to the Monroe Doctrine. The stated goal: U.S. dominance in the region. The specific application as described by the president last month: Any nation harboring drug cartels is “subject to attack.” Even as the administration designated drug cartels as terror organizations, sanctioned Maduro and members of his own family, and sent the Gerald R. Ford Carrier Strike Group to blockade Caracas, the Venezuelan authoritarian doubted Trump.
The two leaders spoke as recently as last week in an attempt to avoid a conflict. The negotiations eventually broke down, according to Rubio, after Maduro failed to accept one of the “multiple opportunities to avoid” the kind of military intervention that led to his arrest. “We’ll talk and meet with anybody but don’t play games while this president is in office,” the diplomat warned, “because it’s not going to turn out well.”
Democrats feel they woke up hoodwinked. Trump had sidestepped calls last year to go to Congress for war authority even as momentum tipped toward conflict. The subsequent operation to capture Maduro caught lawmakers by surprise. Many learned of the strike like the rest of the country – through news reports. While Rubio spent the morning calling different members of Congress, he defended the decision to keep Capitol Hill in the dark.
“This is not the kind of mission that you can do congressional notifications on,” the diplomat said, insisting the decision to go was dependent on a number of factors. “It was a trigger-based mission.” The president offered another explanation. Congress, Trump said, “has a tendency to leak.”
Trump is not the first president to condemn Maduro as illegitimate. Former President Joe Biden briefly suspended oil sanctions on the now deposed leader in hopes that economic relief could entice him to hold free and fair elections. Those hopes were dashed when Maduro claimed victory, and a third consecutive six-year presidential term, in elections in 2024 that outside observers condemned as fraudulent.
But while there is broad agreement that Maduro is an authoritarian, there is no bipartisan support for overthrowing his government.
“Because the President and his Cabinet repeatedly denied any intention of conducting regime change in Venezuela when briefing Congress, we are left with no understanding of how the administration is preparing to mitigate risks to the U.S. and we have no information regarding a long-term strategy following today’s extraordinary escalation,” New Hampshire Sen. Jeanne Shaheen, ranking Democrat on the Senate Foreign Relations Committee, said in a statement on Saturday.
Trump justified the strike against Venezuela saying it was necessary to stop narcoterrorism and reclaim American oil assets seized by Maduro’s predecessor, Hugo Chavez. When pressed to explain how regime change fit with his America First mantra, the president replied, “We want to surround ourselves with good neighbors.”
Most Republicans have accepted that explanation – but not all of them.
Outgoing Georgia Rep. Marjorie Taylor Greene, once a staunch Trump ally, asked a series of uncomfortable questions for the administration, including why the White House hadn’t launched military operations against Mexican drug cartels and why Trump had pardoned a former Honduran president found guilty of trafficking cocaine. “Americans disgust with our own government’s never ending military aggression and support of foreign wars is justified because we are forced to pay for it and both parties, Republicans and Democrats, always keep the Washington military machine funded and going,” she wrote on social media. “This is what many in MAGA thought they voted to end. Boy, were we wrong.”
While Attorney General Pam Bondi characterized the operation as “an arrest with military support,” Kentucky Rep. Thomas Massie wondered how that legal characterization applied to Trump’s promise to take over and run the country. That question will soon be litigated on Capitol Hill, though Democrats don’t have the numbers, nor Republicans the appetite, to check the White House.
Trump has offered different condemnations of Maduro at different times. He first condemned him as being complicit in the drug trade that brought “poison” to American shores, then reproached the authoritarian as a puppet of foreign adversaries, before finally flaying his regime for the nationalization of American oil producers in the region.
Perhaps a combination of those irritants has inspired Trump’s latest foreign policy evolution. Once averse to intervention, he now welcomes the opportunity to rebuild a regime immediately after he removed its leadership. He remains consistent on at least one count. After criticizing the Bush administration for not turning a profit in the War on Terror, Trump seems hell-bent on avoiding that same mistake.
He said that U.S. energy companies would rebuild the nation as they return to Venezuela and seeknew revenue streams. Any costs incurred would quickly be deferred by the new oil revenue, or what the president described as “the money coming out of the ground.”
Philip Wegmann is White House correspondent for RealClearPolitics.
8. EMERGING MARKETS//AUSTRALIA NEW ZEALAND ISSUES
VENEZUELA/USA
JERUSALEM POST
US captures Maduro under cover of Venezuela airstrikes, Trump says
The Venezuelan government does not know the whereabouts of President Nicolas Maduro or his wife Cilia Flores, Vice President Delcy Rodriguez said.
A column of smoke rises during multiple explosions in the early hours of the morning, in Caracas, Venezuela, January 3, 2026 in this screen grab obtained from video obtained by Reuters.(photo credit: Video Obtained by REUTERS )ByJERUSALEM POST STAFF, REUTERSJANUARY 3, 2026 08:31Updated: JANUARY 3, 2026 14:21
Venezuela declared a national emergency on Saturday after the US carried out strikes across the country, with explosions heard in Venezuela’s capital, Caracas, and the southern part of the city losing power.
In a post on Truth Social, US President Donald Trump stated that the US had “successfully carried out a large-scale strike against Venezuela and its leader, President Nicolas Maduro, who has been, along with his wife, captured and flown out of the country.”
Delta Force was the unit responsible for the 2019 mission that killed former Islamic State leader Abu Bakr al-Baghdadi.
In a government statement, Venezuela rejected “military aggression” by the United States government and said the attacks took place in Caracas and Miranda, Aragua, and La Guaira States.
Picture of fire at Fuerte Tiuna, Venezuela’s largest military complex, after a series of explosions in Caracas on January 3, 2026. Loud explosions, accompanied by sounds resembling aircraft flyovers, were heard in Caracas around 2:00 am (credit: Luis JAIMES / AFP via Getty Images)
US Secretary of State Marco Rubio told Senator Mike Lee that he anticipated no further action in Venezuela now that Maduro is in custody, Lee said in a post on X.
Venezuelan Vice President Delcy Rodriguez confirmed that the government has no information on the whereabouts of Maduro and demanded immediate proof of life of both Maduro and his wife.
Citing sources within the Venezuelan opposition, Sky News reported that Maduro’s capture may have been a “negotiated exit.”
Maduro was captured by the US Army’s Delta Force, an elite special forces unit, according to US officials, CBS reported.
The US embassy in Venezuela advised against travel to the country and urged people to shelter in place.
International leaders respond to attack
Colombian President Gustavo Petro said in a post on X, “right now they are bombing Caracas. Alert to the whole world, they have attacked Venezuela. They are bombing with missiles. The OAS and the UN must meet immediately.”
Cuba’s President Miguel Díaz-Canel Bermúdez denounced “the criminal attack by the US on Venezuela” in a social media post on X, calling it “state terrorism against the brave Venezuelan people.”
Iran, an ally of Venezuela, condemned the attack as “a blatant violation of [Venezuela’s] national sovereignty and territorial integrity.” The Iranian foreign ministry called on the UN Security Council to “act immediately to halt the unlawful aggression” and hold those responsible accountable.
Venezuelan newspaper El Nacional reported that several helicopters were spotted over Caracas amid the explosions.
US President Donald Trump has repeatedly promised land operations in Venezuela, amid efforts to pressure President Nicolas Maduro to leave office, including expanded sanctions, a ramped-up US military presence in the region, and more than two dozen strikes on vessels allegedly involved in trafficking drugs in the Pacific Ocean and Caribbean Sea.
Petro had noted on Friday that a missile strike hit the region of Alta Guiara, El Nacional reported. Trump commented on the strike, which allegedly targeted a port link with drug smuggling operations, saying “Maduro’s days were numbered.”
Venezuelan security forces patrolled largely empty streets while streets close to the Miraflores presidential palace were deserted except for checkpoints manned by uniformed gunmen, as residents expressed their shock at the US military strike that left them guessing who was now in charge of the oil-rich nation.
Most residents stayed home, devouring the latest information on their phones, while some went to stock up on groceries in case they need to hunker down for a prolonged period.
For supporters of the opposition, led by Nobel Peace Prize winner Maria Corina Machado, excitement was also in the air.
“My sister, who is in the United States, woke me up with the news; she was crying. We cried together out of happiness,” said Jairo Chacin, 39, a mechanic and workshop owner in oil hub Maracaibo, as he waited in a long line to stock up on groceries.
This is a developing story.
END
ZEROHEDGE/SAME STORY
US Forces Strike Venezuela, Trump Reveals Maduro Has Been “Captured”
Saturday, Jan 03, 2026 – 05:32 AM
The Venezuelan capital of Caracas was hit with overnight shock and awe after military operations resulted in extensive infrastructure damage and power outages. The scope of the operation is not yet clear, but a US official told Reuters Saturday morning on condition of anonymity that the strikes were indeed being carried out by the US military. Initial reports suggested not only US airstrikes but also Special Operations troops on the ground in Caracas.
The explosions across the capital city came after President Donald Trump deployed a navy task force to the Caribbean and raised the possibility of ground strikes against Venezuela over the past week. It would appear that these threats were not idle.
Full-scale military operations appear to be underway against Venezuela, with dozens of helicopters with the U.S. Army spotted over the capital of Caracas. pic.twitter.com/kIqfbGjOK4
Trump took to his Truth Social account to announce that Venezuelan socialist leader Nicolas Maduro and his wife had been captured and were en route by air out of the country.
In late 2025, Trump reportedly gave Maduro an ultimatum via phone: resign immediately, and Trump would offer safe passage for Maduro, his wife, and son, but Maduro refused, demanding amnesty and control over the military, which the U.S. rejected.
Suspicions of a larger US action have been escalating for weeks as the Trump Admin pursued targeted strikes against alleged drug smuggling ships running like the Pony Express from Venezuela to waiting couriers in the Caribbean.
🚨 Excellent footage showing how coordinated and precise U.S. strikes were inside Venezuela
This was part of a broader campaign by Trump to oust Maduro, who is accused of corruption, drug trafficking, and helping to engineer the US migrant crisis, which resulted in numerous incidents of Venezuelan cartel militants (Tren de Aragua) engaging in kidnapping, torture, and murder on US soil. Maduro continued to deny any government involvement in the spread of these cartels and rejected evidence that his government benefits from billions of dollars in drug money transferred by cartels from the US into the Venezuelan economy.
Critics assert that the operation goes against Trump’s campaign promise to end the “forever war” policies of establishment elites (libertarians will probably be furious). However, from Trump’s perspective, eliminating a hostile communist regime that is a key ally of China and Russia in the western hemisphere fits directly into the administration’s “America First” policy.
🚨WOW: Venezuelan citizen records explosions in Caracas Venezuela just meters away from him as he drives his car. pic.twitter.com/kJFEvZl7Je
If the accusations against Maduro are true, then his government would represent a long-term threat to the stability of the US. And, it would appear that a “forever war” is not in the cards with Maduro in custody.
Furthermore, Venezuela is not the only country south of the border that protects the activities of drug cartels. It’s not the only country that helps migrants flood into the US.
Mexican President Claudia Sheinbaum has made multiple threats against the US in response to the strict border security and deportations. She is also suspected of shielding cartel operations from US interference. Sheinbaum is likely questioning her life decisions today as it becomes clear that Trump was not bluffing about replacing Maduro.
There is the issue of global political tensions with China and Russia and unrest in America as leftist activists once again exploit the event as an excuse to organize street mobs (as soon as the weather warms up, of course).
Then there is the question of the fast-approaching midterm elections. Trump will need to present clear justifications to the American people for grabbing a foreign leader.
If Trump stumbles on this, Democrats will seize on every opportunity label him a warmonger. They will assert that Trump is empire-building, trying to steal oil, and that Venezuela is “just the beginning.” Keep in mind, these are the same people who tried to rally Americans to support WWIII against Russia over Ukraine, but that fact will be glossed over in favor of the narrative that the Dems will “bring peace and stability.”
On the other hand, many conservatives are taking a “F*ck Venezuela” approach and argue that it’s high time something was done about an abusive and corrupt communist enclave in America’s backyard. Only time will tell if Trump’s actions garner favor or anger from his voter base.
DOJ formally charges Maduro and his wife after they were captured in Venezuela following U.S. strike
“They will soon face the full wrath of American justice on American soil in American courts,” Bondi says
Attorney General Pam Bondi announced on Saturday that Venezuela leader Nicolas Maduro and his wife, Cilia Flores, have been indicted in the Southern District of New York.
“Nicolas Maduro has been charged with Narco-Terrorism Conspiracy, Cocaine Importation Conspiracy, Possession of Machineguns and Destructive Devices, and Conspiracy to Possess Machineguns and Destructive Devices against the United States,” she wrote on X.
“They will soon face the full wrath of American justice on American soil in American courts. On behalf of the entire U.S. DOJ, I would like to thank President Trump for having the courage to demand accountability on behalf of the American People, and a huge thank you to our brave military who conducted the incredible and highly successful mission to capture these two alleged international narco traffickers,” she added.
Trump announced Maduro’s capture on Saturday morning, describing the operation as a “large scale strike.”
END
Maduro “Effed Around & Found Out”; Trump Says ‘We Will Run Venezuela’ Until Safe Transition After Operation ‘Absolute Resolve’
Saturday, Jan 03, 2026 – 05:32 AM
Summary:
Operation ‘Absolute Resolve’: US forces captured Venezuelan President Nicolas Maduro and his wife in an early morning raid and sent him to the US to face criminal charges.
Trump: “The Monroe Doctrine is a big deal, but we’ve superseded it by a lot. They’re now call it the Donroe Doctrine, but I don’t know.”
Watch President Trump’s address to the nation here:
* * *
President Trump discussed the military action in Venezuela with perhaps the most notable aspect of his address being the confirmation that the US will run Venezuela until a safe transition can be undertaken:
*TRUMP: AT MY DIRECTION, US CONDUCTED OPERATION IN VENEZUELA
*TRUMP: AIR, LAND, SEA USED TO LAUNCH ASSAULT ON CARACAS
*TRUMP: ASSAULT WAS TO BRING MADURO TO JUSTICE
*TRUMP: US SUCCESSFULLY CAPTURED MADURO ‘IN DEAD OF NIGHT’
*TRUMP: CALLS MADURO A DRUG ‘KINGPIN’
*TRUMP: MADURO WILL STAND TRIAL ON AMERICAN SOIL
*TRUMP: NO AMERICAN SERVICEMEMBER WAS KILLED
*TRUMP: NOT A PIECE OF AMERICAN EQUIPMENT WAS LOST
*TRUMP: WILL STAGE SECOND, LARGER ATTACK IF NEEDED, BUT PROBABLY NOT NECESSARY NOW
*TRUMP: WE WILL RUN VENEZUELA UNTIL WE CAN DO SAFE, PROPER, JUDICIOUS TRANSITION
*TRUMP: CAN’T TAKE A CHANCE THAT SOMEONE TAKES OVER VENEZUELA
*TRUMP SAYS MACHADO DOESN’T HAVE RESPECT TO LEAD VENEZUELA
*TRUMP: NO CONTACT WITH MACHADO
*TRUMP: REPEATS CLAIM THAT VENEZUELA SEIZED, SOLD AMERICAN OIL
*TRUMP: US OIL COMPANIES WILL SPEND BILLIONS ON INFRASTRUCTURE
*TRUMP: PARTNERSHIP WITH US WILL MAKE VENEZUELANS RICH, SAFE
*TRUMP: VENEZUELANS WILL BE HAPPY
*TRUMP: REASSERTING AMERICAN POWER IN ‘OUR HOME REGION’
*TRUMP: US RETAINS ALL MILITARY OPTIONS UNTIL DEMANDS MET
*TRUMP: WE HAVE SUPERCEDED MONROE DOCTRINE
*TRUMP: WHAT HAPPENED TO MADURO CAN HAPPEN TO OTHERS IN VENZ.
*TRUMP SAYS ‘NOT AFRAID’ TO DEPLOY TROOPS TO VENEZUELA IF NEEDED
The Venezuela operation “was one of the most stunning, effective and powerful displays of American military,” Trump said.
“Not a single American service member was killed, and not a single piece of American equipment was lost, many helicopters, many planes, many people involved in that fight,” Trump also said.
President Trump described Maduro’s capture during a press briefing Saturday at Mar-a-Lago, describing it as an “extraordinary military operation,” adding that no U.S. service members were killed in the process.
“Overwhelming American military power, air, land and sea was used to launch a spectacular assault, and it was an assault like people have not seen since World War II,” Trump said.
“We’re going to run the country until such time as we can do a safe, proper and judicious transition,” Trump said Saturday at a press conference at his Mar-a-Lago estate in Florida.
“So we don’t want to be involved with having somebody else get in, and we have the same situation that we had for the last long period of years.”
“We can’t take a chance that somebody else takes over Venezuela that doesn’t have the good of the Venezuelan people in mind,” Trump said Saturday in a news conference in Palm Beach, Florida.
“We’re going to stay until such time as the proper transition can take place.”
Additionally, President Trump said Saturday he would allow American oil companies to head into Venezuela to tap its massive crude reserves:
“We’re going to have our very large United States oil companies, the biggest anywhere in the world, go in, spend billions of dollars, fix the badly broken infrastructure, the oil infrastructure, and start making money for the country,” Trump told a press conference.
Defense Secretary Pete Hegseth said the military operation required months of planning.
“Nicolás Maduro had his chance, just like Iran had their chance. Until they didn’t and he didn’t.” Hegseth said.
“He effed around and he found out.”
General Dan Caine, chairman of the Joint Chiefs of Staff, explained the operation:
“This operation, known as Operation Absolute Resolve, was discreet, precise, and conducted during the darkest hours of January 2nd.”
He said it followed months of preparation and rehearsal.
“It was the culmination of months of planning and rehearsal, an operation that, frankly, only the United States military could undertake.”
President Trump also said Saturday that his Colombian counterpart Gustavo Petro – with whom he has sparred in recent months – should “watch his ass” after the US military operation to seize Venezuelan leader Nicolas Maduro.
“He’s making cocaine and they’re sending it into the United States, so he does have to watch his ass,” Trump told a press conference.
Petro described Washington’s actions as an “assault on the sovereignty” of Latin America and said they would result in a humanitarian crisis.
Finally, Secretary of State Marco Rubio appeared to directly threaten the leaders of Cuba:
“if I were in power in Cuba, I’d be very worried right now”
Rubio and Trump then proceed to issue open threats against Colombia and Cuba – "if I were in power in Cuba, I'd be very worried right now" (Rubio) pic.twitter.com/gx6HZ0b6CU
Maduro was never the target. The US finally created conditions on the ground and at sea for Venezuela to free Maduro from the crime lords who he was the figurehead for. This is not to paint him as a good man or bad. He was a guy in front to take the heat. The puppet, the scapegoat. Trump,, etc. decided the best move is to take out the real criminals, stop the ‘fake regime change’ operation of Maria Machado on behalf of Davos and London, and free Venezuela from these pricks. Maduro wouldn’t roll over if he didn’t think Trump had the upper hand. This is what is fundamentally wrong with most anti-war commentators in 2025-6, they do not understand that war is the default position of the world today, it’s just not national armies moving across arbitrary political borders. No the wars are waged by non-state actors hiding under the skirts of “State Leaders” and the minute someone finally reveals that state of affairs, the feckless anti-war leftists scream “Empire!” (like and many others who I would like to still call friends) because they would lose their worker’s revolution and their relevance. And the anti-war right revealed themselves to be bed-wetting apologists for their own pathetic passivity. A pox on both their houses. Good on Trump. Fix this mess. Stop the drugs, the money laundering, the price fixing (gold, silver, oil), the child trafficking and everything else Venezuela represents. Kill the decades old Langley and GCHQ funding operations aimed at creating global chaos, displacing and/or enslaving hundreds of millions if not billions of people, to pluck the highest quality grifters among them as invasion armies to our homes. And then call us fucking ‘racists’ for not wanting to pay for it all. If supporting this type of “gunboat diplomacy” makes me a fascist or an authoritarian to these anti-war types, then I’m ironing my Hugo Boss styled suit (replete with tailored pants!) and trimming my mustache.
WINNING: Dictator Nicolás Maduro just folded like a cheap suit, suddenly “open” to full US cooperation on drug trafficking & oil deals after Trump’s relentless pressure campaign! “Wherever they want and whenever they want.” – Maduro.
END
KORBYKO….
Korybko: Regime-Tweaking, Not Regime-Change, Is What The US Just Achieved In Venezuela
This refers to keeping the targeted state’s power structure in place but after some (at times significant) changes that advance the meddling state’s interests.
Some critics of the US’ “special military operation” in Venezuela claim that it didn’t succeed despite President Nicolas Maduro’s capture since the “Chavismo deep state” that he presided over remains in place.
This refers to the explicitly ideological elements of his country’s permanent military, intelligence, and diplomatic bureaucracies but can be expanded to include governors and trade unions among other groups.
The point is that removing Maduro from the political equation didn’t result in regime change.
That’s true, but the premise that US wanted to achieve such a goal is debatable since Trump 2.0 is comprised of figures who’ve criticized previous regime change operations for destabilizing their regions and leading to unpredictable consequences that ultimately harmed US interests.
It’s therefore plausible that they never intended to forcibly carry out regime change in Venezuela due to concerns that a civil war might follow, which could engender a large-scale migrant crisis and destroy energy infrastructure.
Rather, the immediate goal can be described as regime tweaking, which refers to keeping the targeted state’s power structure in place but after some (at times significant) changes that advance the meddling state’s interests.
That’s arguably what he meant by “running the country” till its transition is complete.
Such a transition might not result in regime change after Trump ruled out Nobel Peace Prize winner Maria Corina Machado leading Venezuela since “She doesn’t have the support or the respect”.
He also didn’t mention “democracy” once during his press conference in a sign that he’s uninterested in a radical regime change from the Chavismo model to a Western one (at least at this time). This hints that he’s open to Rodriguez or some other Chavista who he thinks the US can work with succeeding Maduro.
They’d have to enjoy the support of the powerful armed forces and militias in order to prevent a civil war, which ipso facto entails preserving at least some of their privileges, especially economic-financial ones.
That said, the armed forces barely put up any resistance on Saturday so it’s possible that Defense Minister Vladimir Padrino Lopez and Interior Minister Diosdado already clinched a deal with the US, only to talk tough in front of the cameras afterwards like Rodriguez has for domestic political reasons.
If an election is held within 30 days like Article 233 of the Constitution calls for, then the Defense and Interior Ministries would have to help secure it, thus reinforcing the importance of their chiefs supporting the US’ envisaged transition in Venezuela.
The US doesn’t care how Venezuela is governed or who (at least nominally) rules it, just that US influence is restored, which could take the form of its oil only being sold to US-approved buyers and foreign rivals like China no longer having a foothold there.
Of course, de-ideologizing the Venezuelan “deep state” so that more easily manipulatable pro-Western figures replace the Chavistas would entrench the US’ newfound influence, but this can only be done gradually since moving too fast could spark a civil war and thus risk ultimately harming US interests.
Some of the Chavismo model’s socio-economic programs and neighborhood organizations might also have to be preserved to prevent this.
It’ll therefore be interesting to monitor how the transition unfolds.
Views expressed in this article are opinions of the author and do not necessarily reflect the views of ZeroHedge.
END
YOUR EARLY CURRENCY/GOLD AND SILVER PRICING/ASIAN CLOSING MARKETS AND EUROPEAN BOURSE OPENING AND CLOSING/ INTEREST RATE SETTINGS MONDAY MORNING 6;30AM//OPENING AND CLOSING
EURO/USA: 1.1679 DOWN 0.0034 PTS OR 34 BASIS POINTS/WITH STOCKS IN EUROPE MOSTLY RED
USA/ YEN 156.59 DOWN 0.058NOW TARGETS INTEREST RATE AT 1.00% AS IT WILL BUY UNLIMITED BONDS TO GETS TO THAT LEVEL…//YEN STILL FALLS//END OF YEN CARRY TRADE BEGINS AGAIN DEC 2024/Bank of Japan raises rates by .25% TO 1.75 ..TAKAICHI NEW PM AS YIELDS RISE//JAPAN DEEPLY IN TROUBLE WITH RISING RATES AND A FALLING YEN!!
GBP/USA 1.3461 UP 0.008 OR 8 BASIS PTS
USA/CAN DOLLAR: 1.3767 UP 0.0043 CDN DOLLAR DOWN 43 BASIS PTS//
Last night Shanghai COMPOSITE CLOSED UP 51.58 pts or .1.38%
Hang Seng CLOSED UP 8.77 PTS OR 0.03%
AUSTRALIA CLOSED UP .12%
// EUROPEAN BOURSE: MOSTLY ALL GREEN
Trading from Europe and ASIA
I) EUROPEAN BOURSES: MOSTLY ALL GREEN
2/ CHINESE BOURSES / :Hang SENG CLOSED UP 8.71 PTS OR 0.03%
/SHANGHAI CLOSED up 3.72 pts or 0.09
AUSTRALIA BOURSE CLOSED UP 54.58 OR 1.38%
(Nikkei (Japan) CLOSED UP 1493.32 pts 2.97%
INDIA’S SENSEX IN THE GREEN
Gold very early morning trading: 4418.25
silver:$75.0
USA DOLLAR VS TRY: 43.04
USA DOLLAR VS RUSSIAN ROUBLE: 80.86 ROUBLE// DOWN 50 BASIS PTS
UK 10 YR BOND YIELD: 4510. DOWN 3 BASIS PTS
UK 30: 5.246 DOWN 4 BASIS PTS
CDN 10 YR BOND YIELD: 3.448 DOWN 2 BASIS PTS
CDN 5 YR BOND YIELD; 2.978 DOWN 2 BASIS PTS
USA dollar index early MONDAY morning: 98.38 UP 21 BASIS POINTS FROM FRIDAY’s CLOSE
FRIDAY MORNING NUMBERS ENDS
And now your closing FRIDAY NUMBERS 11: 30 AM
Portuguese 10 year bond yield: 3.181 % DOWN 2 in basis point(s) yield
JAPANESE BOND 10 yr YIELD: +2.111% UP 4 FULL POINTS BASIS POINTS /JAPAN losing control of its yield curve/
JAPAN 30 YR: 3.462 UP 4 BASIS PTS//DEADLY
SPANISH 10 YR BOND YIELD: 3.310 DOWN 3 in basis points yield
ITALIAN 10 YR BOND YIELD 3.542 DOWN 2 points in basis points yield ./ THE ECB IS QE’ ING ITALIAN BONDS (BUYING ITALIAN BONDS/SELLING GERMAN BUNDS)
GERMAN 10 YR BOND YIELD: 2.8781DOWN 1 BASIS PTS
IMPORTANT CURRENCY CLOSES : MID DAY MONDAY
Closing currency crosses for day /USA DOLLAR INDEX/USA 10 YR BOND YIELD/1:00 PM
Euro/USA 1.1678 DOWN 0.0035 OR 35 basis points
USA/Japan: 156.79 UP 0.129 OR YEN IS DOWN 13 BASIS PTS// HIGHLY INFLATIONARY TO JAPAN
Great Britain 10 YR RATE 4.510 DOWN 1 BASIS POINTS //
GREAT BRITAIN 30 YR BOND; 5.244 DOWN 2 BASIS POINTS.
Canadian dollar DOWN 0.0065 OR 65 BASIS pts to 1.3789
Crude bid on US capture of Maduro; USD sold and bonds bid on ISM Mfg miss – Newsquawk US Market Wrap
Monday, Jan 05, 2026 – 03:58 PM
SNAPSHOT: Equities up, Treasuries up, Crude up, Dollar down, Gold up
REAR VIEW: US captures Venezuelan President Maduro, citing narco-terrorism; Trump floats an operation on Columbia; China and Russia condemn US actions; ISM Mfg unexpectedly declines; Fed’s Kashkari thinks they are close to neutral; Fed’s Paulson sees some further adjustments to the FFR as likely appropriate later in the year; OPEC+ agreed to keep output unchanged as expected on Sunday; Chinese Services PMI matches expectations.
COMING UP: Data: French CPI Prelim (Dec), German CPI Prelim (Dec), US S&P PMI Final (Dec) Speakers: ECB’s Cipollone; Fed’s Barkin Events: Fed Discount Rate Minutes Supply: Japan, Germany, US.
WEEK AHEAD: Highlights include US and Canada jobs, ISM PMIs, EZ and Chinese Inflation, and potential Fed Chair pick. Click here for the full report.
2. Trial Newsquawk’s premium real-time audio news squawk box for 7 days
MARKET WRAP
US indices closed the day in the green, with outperformance in Energy as US oil companies saw strength in the wake of the US’s attack on Venezuela, which saw Maduro captured. WTI and Brent also saw gains, and despite being choppy through the European session, it was one-way traffic higher in the US day. Amid the US attack on Venezuela, it has opened up the question if US decides to do an operation in another country, with punchy rhetoric from Trump on Colombia. Following the attack, Chinese, Mexican, Turkish, and Russian officials all condemned the US’s actions on Venezuela. Overall, sectors do see upside with Utilities, Health, and Consumer Staples lagging. In FX, the Dollar Index erased gains seen overnight as an unexpected drop in the ISM Manufacturing PMI offset strength in response to the US capture of Maduro. The geopolitical developments kept haven demand in play, originally supporting the Greenback, with Antipodeans, GBP, and JPY all eventually seeing out strong gains, while CAD was the clear underperformer. Back to ISM, although the headline disappointed and prices paid came in above expectations, both sub-indices of new orders and employment rose, albeit remaining notably beneath 50. Treasuries are firmer across the curve, with spot gold and silver seeing notable gains, with the latter up c. 7%. Fed’s Kashkari (2026 voter) spoke and remarked that his guess is that they are close to neutral at the moment. Geopolitics dominate the tape to start the week, and likely will for the foreseeable future; meanwhile, the US jobs report is due on Friday.
US
ISM MANUFACTURING PMI: The headline manufacturing PMI slipped to 47.9 from 48.2, below expectations of 48.4 and marking the lowest reading of 2025. Within the report, new orders edged up to 47.7 from 47.4, while the production index fell 0.4 points to 51. The backlog of orders index rose to 45.8 from 44.0 in November. Employment increased to 44.9 from 44.0, while prices paid were unchanged at 58.5, despite forecasts for a decline to 57.0. The report said US manufacturing activity contracted at a faster pace in December, with declines in the production and inventories indices driving the 0.3-point fall in the headline. “Those two subindexes increased in November, so their contraction this month continues the short-term ‘bubble’ of improvement seen in recent PMI data — and a hallmark of ongoing economic uncertainty in manufacturing.” On prices, Pantheon Macroeconomics said the index remains well below the April peak of 69.8. Pantheon also noted that price measures across other major manufacturing surveys point to underlying core inflation easing meaningfully by mid-2026, by which time the one-off boost to consumer prices from tariff pass-through should be largely complete, giving the Fed further scope to resume its easing cycle.
FED’S KASHKARI (2026 voter): Said the job market is clearly cooling, inflation is still too high, and there is a risk that the unemployment rate can pop from here. On the neutral rate, the 2026 voter remarked his guess is that they are close [to neutral] at the moment, something we know has a wide range of views on the Fed. Minneapolis President expects the economy to remain resilient, and speaking on Fed independence, noted he is not concerned about the risk of Fed Bank Presidents being fired, and he does not agree with US Treasury Secretary Bessent that Bank Presidents do not represent their districts well.
FED’S PAULSON (2026 voter) said she sees inflation moderating, the labour market stabilising and growth coming around 2% this year, while she added that if all of that happens, then some further adjustments to the Fed Funds Rate would likely be appropriate later in the year. Paulson said she views the current level of rates as still restrictive and sees a decent chance that they will end the year with inflation that is close to 2% on a run-rate basis, as tariff-related price adjustments will likely be completed. Furthermore, she stated that while the labour market is bending, it is not breaking and that the baseline outlook for the economy is pretty benign.
FIXED INCOME
T-NOTE FUTURES (H6) SETTLED 7 TICKS HIGHER AT 112-13+
T-notes settle firmer after soft ISM in two-way trade. At settlement, 2-year -2.5bps at 3.457%, 3-year -3.1bps at 3.525%, 5-year -4.2bps at 3.71%, 7-year -4.1bps at 3.924%, 10-year -3.1bps at 4.163%, 20-year -3.3bps at 4.793%, 30-year -2.4bps at 4.852%.
THE DAY: T-notes meandered overnight and in the morning but saw some pressure during the start of the US session which coincided with several corporate issuance updates and commentary from Fed’s Kashkari. The 2026 voter noted the tensions between the Fed’s mandate, highlighting that the job market is clearly cooling and inflation is still too high. He also suggested that his guess is that they are close to neutral at the moment. Meanwhile, c. 20 firms were expected to enter the corporate issuance market today following the Christmas/New Year break. Attention then shifted to the ISM Manufacturing PMI report, which was softer than expected, seeing T-notes move higher. Within the report, the downside to the headline was led by the production and inventories index, while prices paid were unchanged, and employment rose. Attention is largely on labour market data this week and the potential announcement from Trump on who will replace Fed Chair Powell.
Note, over the weekend, the US captured Venezuela’s Maduro and arrested him in the US, with the US essentially taking the lead of Venezuela for now. The move initially saw weakness in oil due to the chunky oil reserves Venezuela holds, but this had since pared with crude settling well in the green. Treasury traders will be keeping an eye on the inflationary impact of oil prices.
SUPPLY
US sold USD 86bln of 3-month bills at a high-rate of 3.540%, B/C 2.84x
US sold USD 77bln of 6-month bills at a high-rate of 3.475%, B/C 3.28x
STIRS/OPERATIONS
Market Implied Fed Rate Cut Pricing: January 3bps (prev. 3bps), March 12bps (prev. 12bps), April 18bps (prev. 18bps), December 59bps (prev. 56.5bps)
NY Fed RRP op demand at USD 6.5bln (prev. 5.7bln) across 17 counterparties (prev. 7)
EFFR at 3.64% (prev. 3.64%), volumes at USD 92bln (prev. 74bln) on January 2nd.
SOFR at 3.75% (prev. 3.87%), volumes at USD 3.508tln (prev. 3.458tln) on January 2nd
CRUDE
WTI (G6) SETTLED USD 1.00 HIGHER AT 58.32/BBL; BRENT (H6) SETTLED USD 1.01 HIGHER AT 61.76/BBL
The crude complex was firmer, edging higher throughout the US Day after the US attack on Venezuela and Maduro’s capture over the weekend. Prior to the US joining, WTI and Brent were choppy through the European session, and saw lows of USD 56.31/bbl and 59.75, respectively, which swiftly reversed as US players entered for the week to hit peaks of USD 58.51/bbl and 61.89. As expected, the US’s capture of Venezuela’s Maduro over the weekend took the headlines and added further geopolitical doubt into the equation – US officials have repeatedly said it is not an attack on Venezuela or its people. Following the US operation, Chinese, Mexican, Turkish, and Russian officials all condemned the US’s actions on Venezuela. Elsewhere, it has opened up rhetoric that it could happen again with other nations, and only heightened after President Trump remarked, “it sounds good to him regarding whether there will be an operation on Colombia; Colombia is very sick as the country is being run by a sick man… but he won’t be doing it very long”. Regarding Greenland, another potential target, Denmark’s PM said if the US were to attack another NATO nation, then everything stops and believes Trump is serious about wanting to take over Greenland. Regarding the moves in oil, ING writes that the reaction following the US arrest of Maduro suggests the market is more focused on the potential for supply increases in the longer term than any short-term disruptions from a power transition. Some had anticipated a rise in oil prices following the weekend due to near-term uncertainty over flows.
EQUITIES
CLOSES: SPX +0.64% at 6,902, NDX +0.77% at 25,401, DJI +1.23% at 48,977, RUT +1.58% at 2,548
SECTORS: Utilities -1.16%, Consumer Staples -0.33%, Health -0.31%, Technology -0.15%, Real Estate +0.15%, Communication Services +0.73%, Industrials +1.14%, Materials +1.21%, Consumer Discretionary +1.93%, Financials +2.16%, Energy +2.67%.
EUROPEAN CLOSES: Euro Stoxx 50 +1.30% at 5,926, Dax 40 +1.29% at 24,856, FTSE 100 +0.54% at 10,005, CAC 40 +0.20% at 8,212, FTSE MIB +1.04% at 45,847, IBEX 35 +0.70% at 17,614, PSI +0.82% at 8,470, SMI -0.24% at 13,235, AEX +1.81% at 985.
STOCK SPECIFICS:
US President Trump stated US oil companies would move into Venezuela, restore production, and sell oil internationally, following the US capture of Maduro. Of note for Chevron (CVX), Exxon Mobil (XOM), Haliburton (HAL).
Goldman Sachs raised PT on TSMC (TSM) to TWD 2,330 (prev. 1,720) and maintained ‘Buy’ rating, citing strong AI-driven growth.
ASML (ASML) upgraded at Bernstein to ‘Outperform’ from ‘Market Perform’
Apollo-backed investor group to invest > USD 1bln in QXO (QXO).
Mobileye (MBLY) secured a major US automaker as a customer for its next-gen chip, lifting production outlook.
Duolingo (DUOL) was upgraded at BofA to ‘Buy’ from ‘Neutral’
Estee Lauder (EL) was double upgraded at Raymond James to ‘Strong Buy’ from ‘Market Perform’ with a PT of USD 130 and added shares to the firm’s Analyst Current Favourites list.
Coinbase (COIN) was upgraded at Goldman Sachs to ‘Buy’ from ‘Neutral’.
US DoE announces USD 2.7bln to strengthen American uranium enrichment
FX
The Dollar Index erased gains seen overnight as an unexpected drop in the ISM Manufacturing PMI offset strength in response to the US capture of Venezuelan President Maduro. The geopolitical developments kept haven demand in play, originally supporting USD, with the dollar’s liquidity likely another supporting factor. That said, ISM Mfg PMI printed 47.9 (exp. 48.4, prev. 48.2), albeit a jump in Employment and New Orders was present. US equities were untouched by geopolitics, while US treasuries caught a bid before extending on the ISM miss, leaving US yields lower across the curve. Ahead, geopolitics is likely to be the main focus, with countries scrambling for further details given the surprise nature of the attack/capture. Additionally, US relations between Colombia and Greenland will now be scrutinised, given that US President Trump floated an operation on the former and has exhibited interest in the latter. Separately, US data due this week includes ISM Services PMI and NFP. DXY hit before moving to highs of 98.861 before trading around lows of 98.27 into APAC trade
Sterling, NZD, JPY, and AUD strengthened vs USD while EUR and CHF eked out marginal strength. For Antipodes, the rally in metals supported strength, while Sterling was buoyed by the BoE’s Consumer Credit rising well above expectations in November to GBP 2.077bln (exp. 1.1).
CAD was the notable underperformer to start the week, as desks note Canada’s oil market may face downside risks from the potential reintroduction of Venezuela’s oil reserves. Desks highlight the lack of competition to Canada’s heavy crude and its reliance on exports to the US, but if Venezuela’s reserves were to be unlocked, economic pressure may follow, given that the US is the most dependent on heavy crude it has ever been. USD/CAD remains firmer at ~1.3760, but off the 1.3812 highs.
EMFX: Latam currencies performed well against USD, as said ISM-induced weakness left COP, BRL, and CLP all firmer despite original weakness on geopolitical concerns.
end
USA DATA RELEASES
US Manufacturing Sector Ends 2026 At Weakest In Over A Year
Monday, Jan 05, 2026 – 10:06 AM
The US Manufacturing sector ended 2026 on a down-note as yet another ‘soft’ survey data disappointed with ISM reporting at 47.9 (below the 48.4 expected) – the 10th consecutive month below 50 (contraction)…
Source: Bloomberg
Despite strong ‘hard’ data, that is the weakest print for ISM Manufacturing since Oct 2024.
The decline in the measure reflected producers drawing down their raw materials inventories at the fastest rate since October 2024. That indicates many firms are relying on existing stockpiles to satisfy tepid demand.
Plus, materials costs remain elevated.
The ISM prices-paid index, which held at 58.5 last month, is 6 points higher than it was at the end of 2024.
New orders contracted for a fourth month and export bookings remained weak, based on the ISM data. Headcount shrank for an eleventh straight month, albeit at a slower pace, amid modest production growth.
The ISM’s gauge of imports shrank to a seven-month low, while supplier delivery times slowed and order backlogs continued to shrink.
Respondents remain focused on the ‘t’ word…
“Morale is very low across manufacturing in general. The cost of living is very high, and component costs are increasing with folks citing tariffs and other price increases. It’s cold in our area of the country, absenteeism is worse around the holidays, and sales were lower than we expected for November. So, things look a bit bleak overall.” [Electrical Equipment, Appliances & Components]
“2025 revenue was down 17 percent due to tariffs. The lost revenue has inhibited our ability to offer bonuses to employees or create and hire for new positions.” [Miscellaneous Manufacturing]
“Things are quieter regarding tariffs, but prices for all products remain higher. Our costs have increased, so we have increased prices for our customers to compensate. Margins have deteriorated, as full pass through (of cost increases) is not possible.” [Computer & Electronic Products]
“Winding up the year with mixed results. It has not been a great year. We have had some success holding the line on costs; however, real consumer spending is down and tariffs are ultimately to blame. I hope for some return to free trade, which is what consumers have ‘voted for’ with their spending.” [Chemical Products]
“Trough conditions continue: depressed business activity, some seasonal but largely impacted by customer issues due to interest rates, tariffs, low oil commodity pricing and limited housing starts.” [Machinery]
But looking ahead, abating tariff uncertainty and the passage of the One Big Beautiful Bill Act are anticipated to offer a tailwind to capital expenditures this year.
Will the soft data catch up to the hard data? Or vice versa?
USA ECONOMIC COMMENTARIES
Winter Energy Bills Surge, Leaving American Families Struggling
by Tyler Durden
Saturday, Jan 03, 2026 – 09:35 PM
As December BGE bills arrive after a cold winter, many Harford County residents say soaring energy costs are leaving them frightened and overwhelmed, according to Fox Baltimore.
Jenny, who lives in a 1,000-square-foot home and keeps her thermostat in the mid-60s, is facing a bill of about $400 despite working full time and spending most of the day out of the house.
“The fear of being turned off, especially with it being you some mornings in the teens, the being fearful,” Jenny said. “Can I afford groceries this month, or do I pay this BGE bill and go to food pantries?”
“Nothing in my life has actually changed. I still work full time. I’m out of the house all day working, and I just think that these rates are outrageous,” she added.
Across town, Teresa Stepp received a bill exceeding $1,200.
“Everybody uses more gas and electric for heat in the winter that is not uncommon. It is the norm, so with that being said, still it seems excessive,” Stepp said.
BGE reports that for the 30-day period ending Dec. 21, 2025, electric heating customers used 11% more energy than last year, while gas customers used 13% more, driven by colder weather. Higher distribution rates, rising supply costs across the PJM region, state-driven fees, and limited in-state energy generation—Maryland now imports about 40% of its power—have also pushed bills higher.
“What do you pick and choose? I have to have car insurance. I have to get to work. It’s just a lot. It’s very stressful,” Jenny said.
Fox Baltimore writes that recent rate changes add further pressure. A new increase raises the average residential electric bill by $1.07 per month and gas by $2.65. Beginning in February, an additional PSC-approved increase adds 72 cents for electric customers and $1.95 for gas customers each month through 2027.
While lawmakers approved limited relief last year, residents say it falls short.
“And then they say, “Okay, well, we’re going to give you a bit of a rebate,”” Stepp said. “It was $40, so the impact is I have medical bills, and those are astronomical. My husband had a stroke last year. We’re still bailing out of that. The food bills have tripled. The cost of my car registration has tripled.”
“My message is, you’re forcing us to leave,” she added. “You are forcing people that have been native to Maryland, that the people that have paid their way, paved the way as a part of the economy for years and years that you’re saying we can no longer afford to live here. I can’t.”
A BGE spokesperson said the company is working to balance affordability with the need to provide safe electric and gas service and noted customers can seek payment assistance at BGE.com/billhelp.
“Please make changes, the governor, BGE, whomever, please change this immediately, because it’s affecting all of us,” Jenny said. “It’s not okay,”
END
VICTOR DAVID HANSON
KING NEWS
The King Report January 5, 2025 Issue 7652
Independent View of the News
Tesla loses spot as world’s top EV seller to Chinese rival after car deliveries plunge 9% in 2025https://trib.al/gYnd6B1
BBG: Tesla vehicle sales fell 8.6% last year… Fourth quarter deliveries declined 16% to 418,227… (about 1% below consensus)
Tesla opened at 457.08 (+8.08 points) but quickly sank to 441.13 (-8.59) at 11:03 ET.
Fangs declined moderately in early NYSE trading. Palantir -3.32%, CrowdStrike -3.21%, Netflix -2l73%, Amazon -2.27%, MSFT -2.12%, Meta -2.1%; NVDA +1.24%, Broadcom + 1.08% (near 11:00 ET)
ESHs opened modestly higher on Thursday night and traded sideways until they broke higher after 20:00 ET. ESHs intractably rallied to 6938.50 (+46.00) at 5:15 ET. ESHs then rolled over into a slow, modest decline until then broke lower at the NYSE opening. After hitting 6911.75 at 9:38 ET, conditioned buying and start of 2026 buying conflated to drive ESHs to a daily high of 6939.75 at 9:59 ET.
The pro dump commenced; ESHs tumbled to 6885.25 at 10:23 ET. Buying for the 2nd-Hour Reversal drove ESHs to 6915.75 at 10:41 ET. Sellers reappeared; ESHs sank to a daily low of 6873.00 (-19.50) at 11:09 ET. The manipulation for the 11:30 ET European close took ESHs to 6895.75 at 11:37 ET.
There was a valuation rotation out of Fangs/tech and into DJIA and DJTA stocks. At 11:28 ET, the DJIA was +162.10 (+0.32%); the DJTA was +212.380 (+1.22%). USHs were -19/32.
After the manipulation for the European close, ESHs slid to a new daily low of 6871.50 at 11:54 ET. A Noon Balloon took ESHs to 6897.25 at 12:30 ET. Sellers returned; ESHs slid to a new low of 6866.75 at 13:50 ET. Aggressive buying then appeared on expectations that institutions and indexers would have to commit new money for 2026 at or near the NYSE close.
After hitting 6908.50 at 14:40 ET, ESHs rolled over and fell to 6889.50 at 15:48 ET. After a bounce to 6899.25 at 15:50 ET, ESHs retreated t 6889.50 at 15:48 ET. The illegal late manipulation pushed ESHs to 6905.00 at 16:00 ET.
Positive aspects of previous session The DJIA and DJTA rallied on the valuation rotation that included selling Fangs/techs.
First Hour/Last Hour NYSE Action [S&P 500 Index]: 1st Hour: Down; Last Hour: Up
Pivot Point for S&P 500 Index [above/below indicates daily trend to traders]: 6859.22 Previous session S&P 500 Index High/Low: 6894.87; 6824.31
New York City is “systemically important” to the USA; and Mamdani could wreck The Big Apple.
@FoxNews: MAYOR MAMDANI: “We will replace the frigidity of rugged individualism with the warmth of collectivism.” (The basic tenet of communism!) https://t.co/3LIOVHdKSy
The Individual and the Collective – The Hayek Group Marx’s impact on world history has been profound despite a narrow view of history, numerous contradictions in his formal model of capitalism and the historical fact that not one of Marx’s major predictions were correct… Marx provided a convenient and effective framework for a small group to mobilize large numbers of people to redesign economic, political and social institutions designed to elevate the collective over the individual. This is often done with deceit; for example, the October 1917 revolution in Russia continues to be portrayed as a worker’s revolution but history shows otherwise. A small group of elites mobilized large numbers of Russians with the assistance of the German army to achieve power and then once in power, imposed a controlled society that was a far cry from what was promised. And so it goes with so many redesigns of a country’s institutions away from the individual to the State. President Obama’s claim “you didn’t do that by yourself” or “I just want to spread the wealth around a little more” are straight out of Marx… https://www.thehayekgroup.org/the-individual-and-the-collective/
@KanekoaTheGreat: Mamdani: The cost of childcare will no longer discourage young adults from starting a family because we will deliver universal childcare for the many by taxing the wealthiest few… We will freeze the rents… buses (will be) free… https://t.co/78TSoa1imh
Hours after taking office, NYC Mayor Mamdani targets landlords, moves to intervene in private bankruptcy casehttps://t.co/Z8whHxBMUA
@Libs_OfChicago: “Socialists” in the U.S. for some reason believe that in a Socialist/Communist country the typical person will own $650 boots like Mamdani’s wife. In reality ONLY the oligarchs will own such a product & you will stand in line for bread.
@StopAntisemites: On his first day as Mayor of NYC, Zohran Mamdani repealed the IHRA definition of antisemitism. He also overturned an anti-BDS executive order, making it legal to boycott Israeli businesses and organizations. NYC is home to the largest Jewish population outside of Israel.
@JewsFightBack: EO 61 protected people of faith from harassment while they were at church or synagogue. It created a buffer zone so services couldn’t be disrupted by hostile mobs. Mamdani shredded it on his FIRST DAY in office. He knows EXACTLY what he’s doing. NYC is in serious trouble.https://t.co/NINmJhSYpc
Jewish civil rights group demands answers from Mamdani after posts about combating antisemitism scrubbed from NYC mayor’s X accounthttps://t.co/dDwrwhDUGU
Mayor Mamdani blasted for revoking city policies that support Israel: ‘Antisemitic gasoline on an open fire’https://trib.al/eHy12RI
Pandering to voters that have malevolent intentions for you is appalling and suicidal.
Mayor Mamdani hires longtime DSA (Democratic Socialists of America) organizer to head new outreach arm of NYC to energize comrade basehttps://t.co/0uzicgtdOa
@WellsJorda89710: Hours after socialist Zohran Mamdani is sworn in as NYC’s new mayor… A massive pile of NYPD uniforms mysteriously dumped on a Brooklyn sidewalk near Green-Wood Cemetery. Coincidence? Or a loud-and-clear warning from the Thin Blue Line…”?… https://t.co/nLn70jAnxz
@GoldenAgeTimes2: Not a SINGLE American Flag in sight & not a single Swear-in at Zohran Mamdani’s inauguration… (5 other flags) NYC IS SO COOKED. https://t.co/TTG6tY9c8V
@wesbury: Government has grown 3x faster than the economy since 1965. We now have the 7th generation of people on Great Society welfare, 42 million on food stamps. Medicaid is out of control. Not only did it fail, it killed souls. Yes, fraud is rampant…of course it is. When there are trillions of dollars flying around, and those dollars are controlled by politicians who can use them to get rich themselves, buy votes and stay in power, corruption expands… Ending the entire welfare system would not actually be painful, it would lead to more and fuller lives, personal responsibility, a surge in Godly faith, and an economic boom of epic proportions. It’s time to start thinking differently. It’s time for us to unwind this system which is ruining lives.
@seanmdav in response to DJT’s threats to Iran: Charlie Kirk, an American, was murdered by Transtifa just a few months ago as he peacefully spoke to Americans at an American university. Is our government locked and loaded and ready to go to take down the domestic terrorists we know are behind the violence against Americans and especially American Christians, or nah? Still no pre-dawn raids of Antifa, still no takedowns of their financial networks.I am beyond done with the obsession with foreign policy. I want my country back. I don’t care about securing peace overseas when we are denied peace in our own country.
Fed Balance Sheet: +$59.387B on +$61.896B of Repos; Reserves +1.829B
@Schuldensuehner: The S&P 500 is now just 1.2% below its all-time high, supported in part by abundant global liquidity, which remains close to record levels. (Chart) https://t.co/XXVsMM95uy
Today –Traders will play for the Monday Rally and the final day of the Santa Rally window. The key question: After the equity weakness during Christmas Week, how will stocks act when most traders and money managers have returned from vacations? We shall soon find out!
Expected economic data: Dec ISM Mfg. 48.4; Dec Wards Total Vehicles 15.63m
ESHs are +7.50; NQHs are +79.50; March SI is +6.96%; and USHs are +1/32 at 20:105 ET.
S&P Index 50-day MA: 6805; 100-day MA: 6692; 150-day MA: 6523; 200-day MA: 6293 DJIA 50-day MA: 47,576; 100-day MA: 46,706; 150-day MA: 45,701; 200-day MA: 44,544 (Green is positive slope; Red is negative slope)
S&P 500 Index (6858.47 close) – BBG trading model Trender and MACD for key time frames Monthly: Trender and MACD are positive – a close below 5896.83 triggers a sell signal Weekly: Trender is positive; MACD is negative – a close below 6420.50 triggers a sell signal Daily: Trender is positive; MACD is negative – a close below 6829.08 triggers a sell signal Hourly: Trender and MACD are negative – a close above 6870.03 triggers a buy signal
Trump: “Not a single American service member was killed and not a single piece of American equipment was lost. We had many helicopters, many planes (over 150)… “The lights in Caracas were largely turned off due to a certain expertise that we have. It was dark, and it was deadly…” “So we are going to run the country until such time as we can do a safe, proper and judicious transition… We can’t take a chance that somebody else takes over Venezuela that doesn’t have the good of the Venezuelan people in mind…” “We’re going to have our very large United States oil companies go in, spend billions of dollars, fix the badly broken infrastructure and start making money for the country. And we are ready to stage a second and much larger attack if we need to do so.” “Venezuela was increasingly hosting foreign adversaries in our region and acquiring menacing offensive weapons that could threaten us, interest in us, and they use those weapons last night. They use those weapons last night, potentially in league with the cartels operating along our border.” “U.S. dominance will never be questioned again in the Western Hemisphere.” (Cites Monroe Doc) “All political figures in Venezuela need to know what happened to Maduro can happen to them.” “The gangs that they sent raped, tortured, and murdered American women and children… they were sent by Maduro to terrorize our people, and now, Maduro will never again be able to threaten an American citizen or anybody from Venezuela.” “[Colombian Pres. Gustavo Petro] is making cocaine. They’re sending it into the United States — so he does have to watch his ass… many Cubans lost their lives(while defending Maduro).” Trump on Mexico’s Sheinbaum: “She’s a good woman, but the cartels are running Mexico. She’s not running Mexico, the cartels are running Mexico… Something’s gonna have to be done with Mexico.”
Fox’s @ChadPergram: Rubio: “We called Members of Congress immediately after. This was not kind of mission you can do Congressional notification on…it’s just not the kind of mission that you can pre-notify because it endangers the mission.” Trump: “Congress has a leaking problem.”
@CurtisHouck: Trump says that — while it might not be necessary — U.S. *is* “ready to stage a SECOND AND MUCH LARGER ATTACK” on Venezuela “if we need to do so” to ensure “the people of Venezuela” will be “rich, independent, and safe” from an “illegitimate dictator” https://x.com/CurtisHouck/status/2007495397355258175
Sec of War Hegseth: “Nicolás Maduro had his chance, just like Iran had their chance until they didn’t and until he didn’t. He F’d around and he found out.”
@AGPamBondi: Nicolas Maduro and his wife, Cilia Flores, have been indicted in the Southern District of New York. Nicolas Maduro has been charged with Narco-Terrorism Conspiracy, Cocaine Importation Conspiracy, Possession of Machineguns and Destructive Devices, and Conspiracy to Possess Machineguns and Destructive Devices against the United States. They will soon face the full wrath of American justice on American soil in American courts. On behalf of the entire U.S. DOJ, I would like to thank President Trump for having the courage to demand accountability on behalf of the American People, and a huge thank you to our brave military who conducted the incredible and highly successful mission to capture these two alleged international narco traffickers.
@SecRubio: Maduro is NOT the President of Venezuela, and his regime is NOT the legitimate government. Maduro is the head of the Cartel de Los Soles, a narco-terror organization which has taken possession of a country. And he is under indictment for pushing drugs into the United States.
@SecRubio: “The whole foreign policy apparatus thinks everything is Libya, everything is Iraq, everything is Afghanistan. This is not the Middle East, and our mission here is very different. This is the Western Hemisphere.”https://x.com/RapidResponse47/status/2007848190343528817
Rubio on Maduro’s Personal Security: His entire internal security apparatus was controlled by Cubans. Maduro was not guarded by Venezuelan bodyguards but by Cuban security. Cuban intelligence also ran the internal surveillance system, monitoring who spies on whom inside the regime to prevent defections or betrayal. https://x.com/Osint613/status/2007847275809099922
@mrddmia: The President executed a federal judge’s arrest warrant.Now Democrat politicians can go have margaritas with Maduro in the Brooklyn federal jail.
The leaders of Mexico, Colombia, Brazil, and Cuba expressed outrage over Madura’s capture. Trump has already warned Columbia’s Petro, and indirectly, Mexico’s Sheinbaum that they could be next. PS – Cuba’s economy is dependent on Venezuelan oil. Now, Cuba is in deep doodoo.
@Peoples_Pundit: To be clear, the “it was about drugs” line is not going to fly because 1) it’s not true and 2) our own government has poisoned more of us with drugs than the Maduro Regime. Just tell people the truth. Now would be a good time to tell everyone you have actual evidence on election theft. (Also, it was drone submarines plus China, Russia, Iran, and Cuba using Venezuela as a base vs. US.)
Reuter’s @humeyra_pamuk: A CIA source in Maduro’s inner circle helped U.S. forces track his movements in his final days right up until his capture, according to two people familiar with the matter. Members of the Venezuelan military also cooperated w/the United States to secure Maduro’s arrest. https://x.com/humeyra_pamuk/status/2007489702144909333
Fox’s @JacquiHeinrich (Gen) CAINE: “As the night began, the helicopters took off with the extraction force, which included law enforcement officers, and began their flight into Venezuela at 100ft above the water. As they approached Venezuelan shores, the United States began layering different effects provided by SpaceCom Cyber Command, other members of the interagency to create a pathway overhead. Those forces were protected from aircraft, were protected by aircraft from the United States Marines and the United States Navy, the United States Air Force, and the Air National Guard. The Air Force included F-22s, F-35, F-18, F-18s, E-2, B-1 bombers, and other support aircraft, as well as numerous remotely piloted drones. As the force began to approach Caracas, the Joint Air Component began dismantling and disabling the air defense systems in Venezuela, employing weapons to ensure the safe passage of the helicopters into the target area…” https://x.com/JacquiHeinrich/status/2007501763948003400
@Badhombre: Democrats:Can you believe U.S. federal law enforcement went in with guns drawn, ready to use lethal force, in the middle of the night to a president’s home, went through his wife’s closet, and then arrested him? Yeah, reminds me of something y’all did at Mar-a-Lago.
@_MAGA_NEWS_: In a historic celebratory development, millions of Venezuelans are jubilantly celebrating as socialism’s grip ends after decades of oppression. The Maduro regime has collapsed in a U.S.-led operation, freeing millions from hyperinflation, starvation and narco-terrorism. https://x.com/_MAGA_NEWS_/status/2007433612354793690
“If our American ‘partners’ get their hands on Venezuela’s oil fields, more than half of the world’s oil reserves will end up under their control.” — Russian oligarch Oleg Deripaska
@WallStreetMav: The USA just gained about 1 million bpd of heavy oil being shipped to refineries in Texas and Louisiana. It was going mostly to China. We have 2.6 million bpd of refinery capacity engineered for Venezuelan type heavy oil. They have been starved for oil in recent years due to Maduro and Chavez. They were forced to blend Canadian tar sand oil in recent years. Venezuela will likely be able to grow their oil production back to 3 million bpd like it was before Hugo Chavez’s socialist takeover. About 2 million bpd was exported to the USA back then. This move will dramatically improve energy supply to the US economy.
@EFischberger: Qatar is pissed over Trump’s capture of narco-terrorist warlord Nicolás Maduro. The reason is twofold:1. Both Venezuela and Qatar maintain deep ties with Iran. Taking Maduro off the board directly damages Tehran’s regional and financial networks. 2. More interestingly, Doha has spent years branding itself as an “indispensable mediator” between Washington and Caracas. By acting unilaterally, Trump made clear that the U.S. doesn’t need Islamist intermediaries in Doha to get results. Strip Qatar of its mediation role, and you strip it of much of its global leverage. Qatar wants the United States to need it. But it doesn’t — and it never did.
@ChadPergram: Top Dem on Senate Armed Services Cmte Reed: Last night, President Trump waged war on a foreign nation without authorization, without notification, and without any explanation to the American people. (Now do Obama droning US citizens and others without Congressional consent.)
Dems who aver that Trump’s action against Venezuela are illegal have proven that when Dems told US troops to disobey any ‘illegal orders by Trump,” they were indeed undermining Trump.
@MattMorseTV: Two things are immediately obvious: 1) Trump has been patiently waiting for a chance to capture Maduro alive, and 2) Maduro’s capture is effectively doomsday for the far-Left. In the very near future, we’re going to see Maduro publicly admit to everything – election interference (2020 rig, name names?), narco-terrorism, migrant invasion, working with far-Left NGO’s – ALL OF IT. This has been an incredibly premeditated play on Trump’s part.Things are about to get VERY interesting.
@KAGdrogo: Trump just posted (Sat night) this video about Dominion voting machine fraud.You think the timing is coincidence?A Venezuelan Military Intelligence whistleblower confirmed the CIA outsources election rigging technology like Smartmatic and Dominion from Venezuela. https://x.com/KAGdrogo/status/2007603635405107300
Trump says US must restore law and order to Venezuela before elections — opposition leader could only win with his supporthttps://trib.al/Ln3NyCC
@mazemoore: Dem Sen. Chris Murphy in 2024 explains how the illegitimate Maduro remaining in power causes a crisis at our border.https://t.co/8PYMmB1eMw
@jenniferzeng97: The most dramatic part of the story: just a few hours before Maduro was arrested, he had met at the presidential palace, Miraflores Palace, with Xi Jinping’s special envoy to Latin America, Qiu Xiaoqi, for a three-hour meeting… https://x.com/jenniferzeng97/status/2007531113992913033 According to former Chinese journalist Zhao Lanjian @uyunistar, during U.S. military operations against Venezuela, Chinese military personnel were trapped… The following conditions have emerged: restricted freedom of movement, controlled external communications, and a highly uncertain security situation. Chinese-language news systems—both inside and outside the Great Firewall—that have been infiltrated are broadly slow to respond, once again demonstrating that China’s military power is unable to compete with that of the U.S. military.https://x.com/AnaMariaDiez/status/2007410671747788892/video/1
@adamscrabble: China’s been selling these countries a platform and Venezuela was intended as their preeminent client and a showcase for their anti-stealthing, hypersonic bla bla bla etc and AI products for logistics (JLSF) and supply chain ecosystem. Zero doubt their warehouse were loaded to supply and sustain a long conflict with America. End of the day this was a total China disaster and above all else, showed the shocking vulnerability of their rival datalinks – their competitor to link16 – of which I know a little more than a little about. (Fox showed a map of 6 or 7 areas bombed. Weapon depots?)
@ElectionWiz: (Blackwater founder) PRINCE: Iran had a major presence in Venezuela, including a drone factory producing the same long-range drones used to attack U.S. ships, Israel, and other U.S. targets across the Middle East. https://x.com/ElectionWiz/status/2007628101912801796
@seanmdav: If you can raid Venezuela and capture and extradite a foreign leader for having machine guns, surely you can charge and round up all of Antifa, including its foreign and domestic financial and logistical support networks, for taking entire cities hostage, firebombing U.S. infrastructure, and regularly fomenting terrorism against American citizens.
Daily Mail: NYC’s new socialist mayor shatters ‘bromance’ with Donald Trump by branding capture of Venezuelan president Nicolas Maduro an ‘act of WAR’
@profontheright: REPORT: Venezuelans are now fleeing New York City to escape communism.
@JorgeCalero1: The French Foreign Minister, Barrot, criticizes the United States’ intervention in Venezuela and says that “sovereign peoples decide their future on their own.” He says that because France, in 1944, liberated itself from Nazism on its own, without help from anyone.
@TheMagaKing2: It must be exhausting being a liberal. One day you’re defending Somali daycare fraudsters. The next day you’re defending a narco-terrorist communist dictator. And it’s all driven by one thing: their hatred of Donald Trump.
@osintdefender (Sat nite): Something unusual appears to be going on today at RAF Fairford near Gloucestershire in the United Kingdom, with at least 10 C-17A Globemaster IIIs with the U.S. Air Force arriving at the base or currently crossing the Atlantic from the United States. Almost all of the C-17s appear to be out of either Hunter Army Airfield in Savannah, Georgia, the home of the 1st Battalion, 75th Ranger Regiment and the 3rd Battalion, 160th Special Operations Aviation Regiment (SOAR); or Campbell Army Airfield in Kentucky, which houses the 101st Airborne Division and the 1st/2nd Battalions of the 160th Special Operations Aviation Regiment (SOAR). One of the U.S. Air Force C-17A Globemaster IIIs that arrived at RAF Fairford from Campbell Army Airfield in Kentucky earlier tonight, has departed Fairford and is now on approach to land at Ramstein Air Base in Germany. (Ready to attack Iran or reported mercenaries traveling to Iran?) (Later Sat nite) Several C-17A Globemaster IIIs from Hunter Army Airfield in Georgia and Campbell Army Airfield in Kentucky, are continuing to cross the Atlantic tonight bound for the United Kingdom.
We thought it was odd that Netanyahu spent New Year’s Eve and New Year’s Day with Trump. Why? Perhaps Bibi provided DJT with proof that Iran had restarted its nuclear weapons and missile programs.
@ChadPergram: Schumer: I was in the SCIF on three different occasions as recently as, December, and I asked the administration, are you pursuing regime change? Are you intent on taking military action in Venezuela? Venezuelan territory? And they assured me that theywere not pursuing those things. Clearly, they’re not being straight with the American people. @BrentScher: Schumer disclosing classified conversations to argue that he should have been told more in those classified conversations.
GOP @RepMikeCollins: First time I’ve seen Democrats upset about arresting a president.
Reports say the Maduro operation was leaked to the NY Times and WaPo; but they did NOT run the stories to protect US troops. The leaker should be prosecuted to the fullest extent.
On Sunday, Trump and Rubio mentioned that Cuba and Mexico are on the US agenda. Trump: “The people there have suffered for many years. I think Cuba is something that we’ll end up talking about, because they’re a badly failing nation.”
Washington State AG Warns Citizen Journalists to Stop Investigating Somali Daycares or Face Potential Hate Crime Charges – Harmeet Dhillon, the Assistant Attorney General for Civil rights, issued a warning of her own in reaction to the Washington state AG’s post. “ANY state official who chills or threatens to chill a journalist’s 1A rights will have some ‘splainin to do,” she wrote on X, Wednesday morning. “[The DOJ Civil Rights Division] takes potential violations of 18 USC § 242 seriously!” Dhillon added… (The Somali vote must be crucial for Dems!) https://www.zerohedge.com/political/washington-state-ag-warns-citizen-journalists-stop-investigating-somali-daycares-or-face
@beaverd: Daycares in Minnesota donated a combined $35 million to political campaigns in the last two years. They didn’t even try to hide the money trail. https://x.com/beaverd/status/2006806805486408080
@libsoftiktok: Aimee Bock, the ringleader of the Feeding Our Future COVID fraud scheme, is listed as the contact for at least FOURTY SEVEN taxpayer-funded “childcares” in Minnesota, according to an official state database. These locations must be investigated for potential further fraud. https://x.com/libsoftiktok/status/2007166480039768098
@MAGAStormX: A new scam… in Minnesota. Regular single-family homes are being rebranded as “assisted living facilities” to drain taxpayer money. And the numbers are insane… https://t.co/V3ik5UHxe0
@cb_doge: Somali TikToker threatens Elon Musk’s life: “I wouldn’t worry too much about him. He about to die.” @elonmusk in response: Then it is war https://x.com/cb_doge/status/2006848868445729242
CNN’s ScottJenningsKY: From California to NYC, the principle mission of the Democrats is to confiscate wealth and property from people they hate and redistribute it to their political constituents…
@overton_news: In a 1959 interview with Mike Wallace, (Ayn) Rand issued a warning that feels eerily prophetic today... saying the country would continue sliding toward disaster until “welfare state conceptions” were fully rejected…She predicted a shift toward collectivism — and described it as a system of enslavement…That was 1959… https://x.com/overton_news/status/2007136135911256353
Hochul orders NY landmarks, including One World Trade Center, lit green for Muslim American Heritage Monthhttps://t.co/eScBcOnVN8
@LauraLoomer: Wow! In a massive slap in the face to the victims of 9/11, New York’s Communist Governor @KathyHochul Kathy Hochul is celebrating the fact that landmarks in New York, including the Freedom Tower in NYC (the new World Trade Center monument) have been lit up in Hamas green, literally the same exact shade of green as the Hamas flag, to celebrate January, which the Democrats have declared as Muslim Heritage Month! Mamdani @ZohranKMamdani has been in office for one day and he and Hochul are already Islamifying the entire state of New York! This is disgraceful!
Ann Coulter: Maduro Arrest Is ‘America First’… Every U.S. military action shouldn’t force us to take in millions more 3rd worlders It’s about time. Maduro and his fellow cartel members top government officials have been indicted over and over and over again in the U.S. for drug trafficking. As I wrote recently, it’s pretty clear by now, we’re not going to indict our way out of this… The entire government of Venezuela is a drug cartel. Their No. 1 export is cocaine. Their No. 2 export is cocaine boats… the drug cartel known as “the Maduro regime” is responsible for the deaths of hundreds of thousands of young Americans and will continue to kill them, unless we crush it… Drop the horses#*t about making Venezuela great again. Other than Uruguay (88% White European), no Latin American country has ever achieved long-lasting peace. The rest are cauldrons of revolution, civil war, coups, military dictatorships etc. They did this to themselves. It’s what they like… How did Venezuela become communist again? [I]t’s not that complicated. Poor people in Venezuela voted for it…. The ridiculous peasant Hugo Chavez promised Venezuela’s poor that he would take vengeance on the rich — “the squalid ones” — and give their stuff to the poor. Millions of poor people responded: YESSSSS!!!… As promised, Chavez proceeded to seize private businesses, farms (by 2011, he’d expropriated 6 million acres of farmland) and golf resorts, telling poor people to move onto the club greens… https://anncoulter.substack.com/p/maduro-arrest-is-america-first-until
SWAMP STORIES FOR YOU TONIGHT
Walz Drops Out Of Governor’s Race Amid Somali Fraud Scandal
Monday, Jan 05, 2026 – 09:50 AM
Update (0950ET):
The Wall Street Journal has confirmed our earlier report that left-wing Minnesota Gov. Tim Walz, embattled by alleged Somali-linked welfare fraud in his state, has ended his bid for a third term.
“As I reflected on this moment with my family and my team over the holidays, I came to the conclusion that I can’t give a political campaign my all.”
“Every minute I spend defending my own political interests would be a minute I can’t spend defending the people of Minnesota against the criminals who prey on our generosity and the cynics who prey on our differences.”
“So I’ve decided to step out of the race and let others worry about the election while I focus on the work.”
The mere fact that Walz is not seeking a third term is optically damaging for Democrats, as it effectively amounts to an admission that the Somali-linked welfare fraud is very real, despite Democrats labeling anyone who investigated or reported on it as “racists.” This is also terrible news for MSM outlets that attempted to downplay the investigations.
Over the weekend, President Donald Trump and Elon Musk reportedly had a “lovely dinner,” suggesting that Musk could return to government to clean up corruption not just in Washington but also to unleash a new era of DOGE-style efforts focused on state-level fraud.
As we’ve noted, the Somali-linked Minneapolis fraud has shifted the sentiment of Americans to be more receptive towards DOGE-like efforts resurfacing, as fraud schemes being unveiled are absolutely insane, such as the report that some of the taxpayer funds in Minneapolis ended up in the hands of overseas terrorists.
Axios noted, “Democrats have won every statewide office in Minnesota since 2006, and most political forecasts continue to rate next year’s race in their favor.”
Last month, longtime Trump loyalist and MyPillow CEO Mike Lindell announced that he is running for governor of Minnesota.
“I want you to know that I will stand for you as the next governor of the state of Minnesota,” Lindell said.
Lindell also said, “I will stand for you against the rampant fraud under Governor Walz; I will stand with you against crime that threatens the safety of you and your family… I’ll stand for you against unnecessary regulation that strangles the entrepreneurial spirit.”
Mamdani’s NYC Tenant Czar Called To ‘Seize Private Property,’ Calls Home Ownership “White Supremacy”
Monday, Jan 05, 2026 – 01:05 PM
NYC Mayor Zorhan Mamdani’s newly appointed tenant advocate called to “seize private property” and called home ownership a “weapon of white supremacy” in several posts on her now-deleted X account.
“Seize private property!” tweeted Cea Weaver on June 13, 2018.
In another tweet from August 2019, she said “Private property including any kind of ESPECIALLY homeownership is a weapon of white supremacy.”
In December, she pushed to “Elect more communists” while a street in Harlem was being renamed after former communist Rep. Vito Marchantonio of Manhattan.
In May of 2020 she slammed law enforcement following the death of George Floyd, writing “The Police Are Just People The State Sanctions To Murder W[ith] Immunity.”
NYC Mayor Mamdani's Tenant Director, Cea Weaver:
"We'll transition from treating property as an individual good to a collective good. Whites especially will be impacted." pic.twitter.com/RZSdCs8oEa
Weaver is a member of the Democratic Socialists of America, and was formerly a campaign coordinator for Housing Justice For All before serving as an adviser to Mamdani’s campaign last year, the NY Post reports.
In 2019 she lobbied the state’s Democratic-run legislature to tighten the city’s rent stabilization laws, which one major property told the Post was misguided.
“Without landlords how to do you build and maintain housing? You think the government is going to do it? Look at NYCHA [New York City Housing Authority complexes],” said Humberto Lopes, founder and CEO of the Gotham Housing Alliance.
“You put a system in place to destroy landlords. Why are you shitting on us?“
GREG HUNTER
SEE YOU ON TUESDAY//
I WILL BE AWAY FOR ABOUT 8 DAYS AND IT WILL BE DIFFICULT FOR ME TO WRITE
I WILL TRY AND GET ALL THE COMEX DATA FOR YOU AS THAT IS PROBABLY THE MOST IMPORTANT
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