⏳ Last 24 Hours — Don’t Miss It

https://www.tiktok.com/@the.macro.butler/video/7589942445782174994

The clock is running out. In the final 24 hours, you can still lock in The Macro Butler Financial Academy at its discounted Jubilee Year price. This is your last chance to gain clear, cycle-driven macro insight, disciplined investment frameworks, and independent thinking—before the price resets.

👉 Enroll now before the window closes: https://themacrobutler.com/academy

A new year is never a blank page—it’s another turn in the cycle. History doesn’t move in straight lines; it moves in rhythms, where confidence is tested, institutions are stretched, and the comforting stories begin to crack. These moments have always been where illusion gives way to reality.

The global economy cannot be understood in silos—and neither can The Macro Butler. With readers across the world, this is a truly global conversation, united by a willingness to challenge narratives and focus on cycles, history, and first principles.

The years ahead will test economic, political, and social systems worldwide. Our commitment remains unchanged: to deliver clear, historically grounded analysis so you can navigate what lies ahead with foresight—not fear.

The Macro Butler and his team wish you peace, clarity, and the conviction to think independently as the next cycle unfolds.

https://themacrobutler.substack.com/p/happy-new-year-to-investors-and-thinkers

While the West was still debating when to pop the New Year champagne, The Middle Kingdom December PMIs suddenly sprang back into “expansion,” as if growth could be summoned by calendar alone. A wise Confucius might remind us that a single warm day does not end winter. Beneath the headline surprise, the picture remains uneven: large manufacturers returned to growth, small firms slipped deeper into contraction, and construction activity surged—likely fuelled by a familiar year-end rush of government spending rather than organic demand. The rebound also diverges from weaker high-frequency indicators tied to production, consumption, and exports, casting doubt on the durability and breadth of any recovery. In short, the PMIs speak loudly, but not harmoniously, and their discordant tone suggests that policymakers will once again feel compelled to front-load fiscal and monetary easing after the Lunar New Year—because when balance is absent, stimulus is the default response.

In a nutshell, in the Middle Kingdom, one PMI swallow does not make a recovery—especially when large firms expand, small ones contract, and “growth” smells suspiciously like last-minute government stimulus.

✨ A New Year, Clearer Signals, Sharper Convictions ✨

As we step into the new year, I want to thank every subscriber for your trust, engagement, and independent thinking. In a world dominated by noise, narratives, and financial illusion, your commitment to understanding cycles, risks, and reality truly matters.

https://www.tiktok.com/@the.macro.butler/video/7590317641911373077

If you’ve been considering joining The Macro Butler Financial Academy, this is your final reminder: the discounted New Year price remains available until January 2 (Hong Kong Time). It’s the last chance to start the year equipped with clarity rather than consensus.

New year. New cycle. No excuses.
👉 Join now: https://themacrobutler.com/

Dear Investors,

Please find below the December 2025 factsheet for The Macro Butler Strategic Portfolio.

https://themacrobutler.substack.com/p/the-macro-butler-strategic-portfolio-7a0

Dear Investors,

Please find below the December 2025 factsheet for The Macro Butler IG Portfolio.

https://themacrobutler.substack.com/p/the-macro-butler-ig-portfolio-december-4b1

Dear Investors,

Please find below the December 2025 factsheet for The Macro Butler Long/Short Portfolio.

https://themacrobutler.substack.com/p/the-macro-butler-longshort-portfolio-48b

10 Financial Forecasts for a Fiery 2026

Volatility is returning—and 2026 will reward those who understand cycles, not narratives.
In this Monthly Meditation, The Macro Butler lays out 10 clear, historically grounded forecasts to help you position ahead of a turbulent year.

🐎 Ride the Fire Horse—don’t fight it.

https://themacrobutler.substack.com/p/the-macro-butlers-monthly-meditation-0a9

The Macro Butler rang in the New Year before most investors had even found their coffee—stopping by BFM 89.9 at dawn to kick off 2026 with a reality check on how portfolios should be positioned for the year ahead. 🕰📻

https://themacrobutler.substack.com/p/interview-with-bfm-899-malaysia-02012026

Missed the launch discount? Don’t panic—markets reward patience, not FOMO 😏

You can still join The Macro Butler Financial Academy and upgrade your thinking at 👉 themacrobutler.com

Better late than financially illiterate. 📊🔥

https://www.tiktok.com/@the.macro.butler/video/7590712878118849812

The first edition of the year has been reduced to the bare essentials in ‘The Week That Was.’ Fear not: the full-strength, long-form of The Macro Butler weekly newsletter—once again generously stuffed with charts, cycles, and a healthy dose of sarcasm—returns next week. Until then, may your your resolutions be long-lived, and your portfolio spared any early-January indigestion.

https://themacrobutler.substack.com/p/the-week-that-it-was-as-of-january

In 2025, BYD quietly did the unthinkable: it beat Tesla at the whole selling cars business, becoming the world’s top EV maker while Tesla logged a second straight year of falling deliveries. The Chinese giant won on price and scale, especially in Europe, while Tesla investors were gently reminded that the company is now valued less as an automaker and more as a promise—AI, robots, autonomy, and a future where cars may be optional. Energy storage profits helped soften the blow, and Elon Musk responded in classic form by pivoting toward robotaxis and “next big things.”

In short, BYD builds cars; Tesla builds narratives—and the market is still deciding which matters more.

https://www.tiktok.com/@the.macro.butler/video/7591054699726507285

While the second day of the new year will be remembered as the moment the Warmonger-in-Chief finally pulled the trigger on Venezuela, markets behaved as if the memo had been circulated well in advance.

Energy stocks surged on the very first trading day, confirming that—surprise, surprise—Saturday morning’s “unexpected” war was already fully penciled into the price action.


https://www.barchart.com/stocks/sectors/rankings?timeFrame=today

In the rhythm of cycles, those who listen to noise are often surprised, while those who observe balance are not.
Though absent from the forecasts of Wall Street’s finest, this trend is expected to define the fiery ride of the Fire Horse in 2026, with the Energy sector leading the S&P 500.

Read more by subscribing here:
https://themacrobutler.com/monthly-meditation/

Markets don’t react to headlines. They react to positioning.
While the crowd debated morality and politics, readers of The Macro Butler Monthly Meditation were already positioned for the ripple effects of the U.S. strike on Venezuela:
⚡️ Energy volatility
💰 Commodities repricing
🌍 Capital rotating—fast
This isn’t about cheering conflicts.
It’s about understanding second-order effects before they hit the tape.

https://youtube.com/shorts/3PFrm-KZ8_I?feature=share


If you prefer clarity over noise, cycles over narratives, and preparation over panic—
👉 Visit TheMacroButler.com
Think ahead. Act early. Stay solvent.

Everyone talks fundamentals.
Insiders read the chart.

Here’s a sketch of what subscribers to The Macro Butler Financial Academy get every week in the Insider Weekly 👇

📉 Key technical levels that actually matter
📊 Trend, momentum & positioning—no indicator soup
⏱️ What changed this week… and what didn’t
🧠 Clean setups, disciplined risk, zero hype

https://www.tiktok.com/@the.macro.butler/video/7591351042227309842

No memes. No FOMO. No “to-the-moon.”
Just technical clarity in a noisy market.

If you want to trade with structure, not emotion—
👉 Visit TheMacroButler.com

Charts don’t lie. Narratives do.

With Venezuela’s Bolivarian strongman now cooling his heels in NYC’s finest concrete resort, the obvious question is: where did all the money go? Billions in oil, gold, and state assets apparently didn’t vanish—they allegedly shape-shifted into Bitcoin, with estimates floating as high as $60 billion, enough to rival MicroStrategy and make El Salvador look like it forgot its wallet. If true, it seems Venezuelan gold didn’t just leave the country—it went straight to the blockchain.

https://www.thelibertybeacon.com/the-60-billion-question-is-venezuela-secretly-a-bitcoin-superpower/

In short: Venezuelan gold was allegedly turned into crypto via Turkey and the UAE, laundered through mixers, and locked away in cold wallets—because nothing says “national development” like blockchain hide-and-seek.

The gold flowed from the Orinoco Mining Arc through state miners, onto planes, into refineries, and finally into crypto wallets. High-tech laundering, old-school couriers. Same story as always—just with better software and worse punchlines.

And the crypto circus didn’t stop at gold.

Enter PDVSA-Cripto: the sequel nobody asked for. Saab’s partners allegedly helped reroute billions in oil revenues using Tether, turning Venezuela’s oil trade into a stablecoin-only side hustle. Between 2020 and 2022, oil cargos increasingly settled in USDT via OTC brokers and private wallets—because why use a national oil company when you can use a crypto wallet?
The result: ships sailed away with $20+ billion worth of oil, while PDVSA got the privilege of waiting by the phone. By December 2025, roughly 80% of Venezuela’s oil revenue was reportedly collected in USDT. Tether froze 41 wallets with $119 million—which sounds impressive until you realize it’s likely just the loose change that was easy enough to spot.

Same story, new tech: oil out, money gone, blockchain blamed for being “too transparent.”

https://www.ainvest.com/news/blockade-spur-venezuela-shift-80-oil-revenue-usdt-2512/?ref=whalehunting.projectbrazen.com