6 more Stratotankers just arrived in Europe with an additional 22 fighters (12x F-16, 10 F-15) heading to the Middle East.

This is on top of the 50+ fighters deployed last night.

The U.S. military buildup continues as Russia & China conduct joint military drills with Iran.

CHINA Assisting IRAN with Intel, surveillance and real time tracking Through Satellites to Expose US Military Builups and Positions into Open-Source Targets for IRAN military.

China is effectively serving as Iran's advanced surveillance and reconnaissance partner—providing satellite imagery, navigation support, and possibly real-time intelligence including access to the BeiDou navigation system as an alternative to U.S.-controlled GPS —amid heightened US-Iran tensions

Unconfirmed claims point to real-time data sharing on U.S. naval and air movements, potentially leveling the playing field for Iran against superior U.S. forces

⚠️What happens when Iran sinks the USS Abraham Lincoln with Chinese made & supplied hypersonic missiles & radar?

📕 Protocol from the last meeting #FED:

❗️ Most FED chairmen indicated that with a further slowdown in inflation, a reduction in the interest rate is possible.

▫️ At the same time, many FOMC participants stressed: the process of disinflation may proceed slower and more unevenly than expected. The risk of persistently high inflation remains significant.

▫️ FED chairmen still expect inflation to return to the target of 2%, but the timing and pace remain uncertain.

▫️ Several representatives supported the idea of a "two-way" signal on the rate - a reduction is allowed when inflation cools down, and an increase if it stabilizes above the target.

▫️ Economic activity continues to grow at a steady pace. In 2026, a sustained growth is expected.

▫️ The staff's forecast has become more optimistic for the economy compared to December. At the same time, inflation is expected to be slightly higher than previous estimates.

▫️ The labor market shows signs of stabilization, the risks of a worsening situation have decreased.

▫️ With an appropriate DKP, employment is likely to stabilize and begin to improve over the course of the year.

▫️Conclusion: The further path of the rate will depend on the dynamics of inflation. A relaxation is possible, but the FED remains cautious due to the risks of slow progress towards the target of 2%.

Theory: The United States will start a war against Iran on Friday.

The US nuclear aircraft carrier Gerald Ford will arrive off the coast of Israel on Sunday.

The United States is putting 87 refueling aircraft on standby.

$MP $UUUU $UAMY $USAR $LAC $CRML | The Trump administration has finalized a "sophisticated" price floor system and the 55-nation FORGE alliance to protect domestic and allied critical mineral projects from Chinese market dumping.

"Conspiracy theory" time 👇
Phase 1: Russia
Phase 2: Middle East
Phase 3: China

Phase 1: Tie up Russia in the north so they're unable to support their allies in the Middle East

Phase 2: Pivot away from Russia leaving Europe to hold the bag.

Provide strategic air support for Israel's invasion. Claim you can't commit ground troops because you've drained your Strategic Petroleum Reserve (SPR) & all ammo supplies for Ukraine.

Iran retaliates against the U.S. by "cyber attacking" critical infrastructure, galvanizing the public in retaliation against Iran. Blame them for causing the stock market crash & banking system collapse.

Phase 3: Pivot to China providing naval support for all allies in the region, boxing them in after having destroyed their Belt and Road Initiative through the middle east.

The entire world is at war & you've rebuilt your manufacturing base by selling all the weapons. This is exactly what the U.S. did from 1939-1944.

This also saves the U.S. from the worst effects of the depression unleashed on the rest of the world, ensuring they recover first.

It's time we stopped
Hey, what's that sound?
Everybody look what's going down

The easy money is over.

• VIX rising
• Gold blowing off
• Crypto getting killing
• Leadership narrowing
• Market breadth weakening
• Defensive names outperforming
• Momentum stocks rolling over
• Sell-offs on good earnings
• Multiple distribution days
• Few actionable setups
• Closes near the lows

This is all you need to know about the market right now.

The conditions simply aren’t favorable to be aggressive at the moment. There are times to make money and times to protect it. Right now is about protection and managing risk. There is little reward in forcing long positions here.

Maybe this is just a temporary pause. Maybe it turns into something larger. Nobody actually knows. And the good news is that you don’t need to know.

You just need to be prepared. The next window of opportunity will come. When the market improves, it will be obvious.

Strong setups will come back. Leaders will reemerge. Breakouts will hold. You will have plenty of time to get back in. Corrections always create opportunities.

It is so much easier to make money in the markets when you have the wind at your back. And sometimes sitting still and doing nothing is the hardest part.

Patience matters.

You do not miss the next bull move by being patient and waiting for confirmation. You miss it by blowing up your capital.

The simplest bet for this decade is energy.

AI, chips, data centers, robots, electric vehicles, self-driving cars...

None of them work without power. They all need electricity. A lot of it.

Energy is the biggest bottleneck right now.

🚨 Big Tech is buying #uranium mines to power AI data centers

Microsoft and other tech giants are in talks with NexGen Energy about financing uranium projects. They need nuclear power for the data center explosion.

Half of U.S. electricity growth through 2030 will be AI data centers. That's billions in infrastructure running 24/7.

Solar and wind can't handle it. Nuclear can.

So tech companies are doing what they always do: Vertically integrating. Can't get enough clean power? Buy the uranium mines yourself.

Meta already invests in its own energy sources. Google too. Now they're all eyeing nuclear.

The AI revolution runs on electricity. Tech companies just realized they need to own the fuel.

The busiest container ports in 2025 tell a clear story.

#China dominates.

• Shanghai ~50M TEUs
• Ningbo-Zhoushan ~35–36M
• Shenzhen ~27–28M
• Guangzhou, Qingdao, Tianjin all in the top tier

Singapore remains the world’s key transshipment hub at ~39–40M TEUs.

South Korea’s Busan stays critical for Northeast Asia flows.

Europe? Only Rotterdam breaks into the top 10 at ~14–15M TEUs.

📦 The pattern is structural.

Manufacturing, exports, supply chains, shipping routes. All still centered in Asia.

Ports are not just logistics nodes. They are geopolitical leverage.

ITS REAL!!!

🇨🇳Chinese Unitree humanoids are now firing Type 191 Rifles!

🇨🇳Chinese civilian developed, mass produced YJK-1000 Hypersonic Land Attack missile

🔹MACH 5-10
🔹1300km range
🔹land based container launcher
🔹$99,000 USD Per missile

We already won, in price, efficiency and lethality.

🇨🇦 Canada's military begins recruiting "foreign military applicants" due to lack of recruits.

*TRANSLATION: Young people aren't willing to fight for a nation that has stolen their future.