Markets are pricing in just a 27% chance that the Supreme Court of the United States will rule in favor of Donald Trump’s tariffs today.

Brace for volatility.

🔥 US macroeconomic data (PPI):

▪️ Producer Price Index (PPI) (YoY) (Oct)

FACT: 3.0% 
PRED.: 2.7% 

▪️ Producer Price Index (PPI) (MoM) (Oct)

FACT: 0.2% 
PRED.: 0.3% 

▪️ Core Producer Price Index (PPI) (MoM) (Oct)

FACT: 0.0% 
PRED.: 0.1% 

▪️ Core Producer Price Index (PPI) (YoY) (Oct)

FACT: 3.0% 
PRED.: 2.6% 

Trump writes that the USA needs Greenland for the Golden Dome missile shield.

“NATO becomes far more formidable and effective with Greenland in the hands of the USA. Anything less than that is unacceptable”

TOP GROWTH THEMES FOR 2026

• Crypto | $HOOD, $COIN, $BMNR, $BTC, $ETH
• Quantum | $IONQ, $CCCX, $RGTI, $QBTS, $QUBTS
• Robotics | $TSLA, $SERV, $SYM, $RR
• Nuclear | $OKLO, $SMR, $BWXT, $LEU, $GEV, $UUUU
• Compute Utility | $CRWV, $WULF, $APLD, $CORZ, $GLXY, $NBIS, $IREN, $CIFR
• Electrification | $TSLA, $BE, $CEG, $NEE, $VST, $EOSE, $VRT
• Drones | $OSS, $PDYN, $ONDS, $UMAC, $RCAT $DPRO, $AVAV
• Space | $RKLB, $ASTS, $PL, $RDW, $FJET, $FLY

Can't forget about nat gas and $VG is one of the fastest growing exporters on the planet

📰 Top Headlines

📋 US Retail & Producer Data
✅ Retail Sales rebounded in November (Trading Economics / Dow Jones) while Producer Inflation picked up the same month. Brief analysis: stronger consumer spending supports Q4 GDP and risk assets, but rising PPI signals potential margin pressure and could keep inflation expectations sticky—USD bias mildly stronger on repriced Fed path.

🔖 Bank of America Tax Outlook
✅ BAC expects an effective tax rate ~20% in 2026 (Dow Jones). Brief analysis: higher tax assumptions pressure net earnings forecasts for US banks, weigh on financial sector EPS revisions and could cap bank stock performance despite macro tailwinds.

📌 OPEC Global Growth Forecasts
✅ OPEC keeps 2026 global growth at 3.1% and forecasts 3.2% for 2027 (Dow Jones). Brief analysis: modest expansion implies steady oil demand growth — supportive for crude prices but not overheating. Energy-related FX (CAD, NOK, RUB) may see incremental support; inflation/commodity mix remains important for central bank outlooks.

📋 Market Implications — FX & Rates
✅ Stronger retail sales + rising PPI → higher probability of sticky inflation → markets could price slower rate cuts by the Fed. USD likely to find support vs. majors, with cyclical currencies (AUD, NZD) reacting to risk tone and commodity flows. Yield curves may flatten if front-end policy expectations firm.

🔖 Equities & Sector Notes
✅ Consumer discretionary and retailers benefit short-term from retail rebound. Financials face mixed signals: higher rates help margins but elevated tax rate guidance (BAC) and PPI-driven cost pressures are headwinds. Energy gets a modest lift from OPEC demand outlook.

📌 Trade & Positioning Ideas (tactical)
✅ Consider short-duration USD pairs for risk-on windows but maintain USD longs on data-driven hawkish surprises. Watch bank earnings revisions after BAC’s tax update. Monitor oil and PPI for inflation surprises that could shift rates/Fed expectations.

Bottom line: Recent US demand strength contrasts with rising producer inflation and corporate tax assumptions — a mix that supports risk assets but keeps pressure on inflation expectations and USD/rate dynamics.

🚨BREAKING: The U.S. Supreme court will not rule on Trump tarrifs today.

🚨Bitcoin just pumped $2100 in 60 minutes and broke $97,000 after the US opening.

$123 millions in shorts were liquidated.

The crypto market has added $290 billion to its market cap in just first 2 weeks of 2026.

Greenland is no longer just ice 🧊

It Holds 25 of Europe’s 34 Critical Minerals

This is a supply chain power shift

What this map really shows:

• Rare earths, graphite, nickel, cobalt, titanium, tungsten, zinc
• High-grade iron ore deposits comparable to Australia and Canada
• Battery-grade graphite already designated as EU-strategic
• Projects measured in hundreds of millions to billions of tonnes, still largely undeveloped

At a time when:
• #China dominates refining and processing
• The US is reshoring energy and defense supply chains
• Europe is scrambling to reduce dependency on Beijing

#Greenland sits at the intersection of minerals, geopolitics, and security.

#Europe cannot electrify, digitize, or rearm without secure access to critical minerals.

And 25 out of 34 being concentrated in one Arctic jurisdiction changes the board.

This is why Greenland is now:
• A strategic priority for Brussels
• Relevant to Washington
• Increasingly sensitive for Beijing

#Mining here is about who controls the next industrial stack.
EVs, grids, defense systems, AI hardware.

Energy security was the 1st act.
Critical #minerals are the 2nd.

And Greenland is sitting in the middle of the map.

#Geopolitics #Energy #RareEarths

🚨 Denmark and Greenland officials have ARRIVED at the White House to meet with JD Vance and Marco Rubio

Time to acquire Greenland?

In the below image you can see what US will get

Top 100 24h Gainers 🚀

DASH      $82.64          +51.42%
RIVER    $31.66          +43.00%
ICP        $4.16            +14.55%
PUMP      $0.002945    +12.05%
XMR        $734.53        +9.63% 

Top 100 24h Losers 🔻

IP          $3.46            -15.84%
LEO        $8.49            -6.02% 
MYX        $5.88            -4.38% 
M            $1.58            -3.65% 
CC          $0.1434        -2.80%

JUST IN: Trump's offer to acquire Greenland is reportedly higher than the entire GDP of Denmark.

You can't make this up:

Estimates show that it would cost the US $700 billion to buy Greenland.

Meanwhile, the US spent $1.2 TRILLION on Federal debt interest expense in 2025 alone.

The US spends 1.7 Greenlands PER YEAR just on interest expense.

🇯🇵 Japan is now the first country ever to generate electricity in space and send it back to earth!

Japan achieved this via the OHISAMA project. They launched a satellite with solar panels that collect energy in space, convert it to microwaves, and beam it wirelessly to a ground receiver on Earth. The first successful transmission happened in late 2025, marking a milestone in space-based solar power.

📙 Beige Book #FED:

▫️ Economic activity increased slightly or moderately in 8 out of 12 districts. Three districts showed no change, and one saw a moderate decline.

▫️ Consumer spending rose slightly due to the holiday season. Spending was strong among wealthy households (luxury, travel), while the poor and middle class are increasingly sensitive to prices and reducing spending on non-essentials.

❗️ Employment remained virtually unchanged in 8 out of 12 districts. Companies are more often hiring only to replace departing employees rather than for new positions. The use of temporary workers is increasing - "to remain flexible in uncertain times".

▫️ Talent shortages persist in engineering, healthcare, and other professions. Fewer people are changing jobs.

▫️ Companies are exploring AI integration to boost productivity and manage staff in the future. So far, the impact on employment has been minimal, with serious effects expected in a few years.

❗️ Wages are rising moderately - many contacts say the increase has returned to a "normal" level.

▫️ Prices are rising moderately in most districts. The key issue is tariff pressure. Companies are starting to pass on costs to customers as inventories are depleted.

▫️ The banking sector is stable or improving - growth in demand for credit cards, home equity loans, and commercial lending.

▫️ Forecasts are moderately optimistic - most expect slight or moderate growth in the coming months. Prices will remain elevated due to accumulated costs.

President Trump announces a 25% tariff on semiconductor chips that are imported to the US but not used domestically.

$NVDA, $AMD

Stocks & #Gold are Expensive

Bonds & Commodities are Cheap

So far it's shaping up to be a good year for commodities...