[00:02] All right, here we go. Here we go. Another day, another dollar. Another day, another dollar. Uh, welcome on in another stock market uh, stream here. One thing I will say I've been finding very interesting is almost to the point
[00:17] because I haven't adjusted this to the point where I mentioned that we had this almost equilateral convergence on Bitcoin uh that we would end up
[00:29] having a breakout to the tune of somewhere around $14,000 to either d direction is my take you know whether that's to 102 or or you know losing losing 80 over here back down to 71. Uh that breakout has begun and it has begun
[00:45] to the upside on Bitcoin. Now, it's unclear if at this point this is just, you know, good old Michael Sailor doing his typical shopping over the weekend uh
[00:57] propping up uh prices temporarily. But I have to say, uh, that is pretty incredible because we drew this longer term downtrend line here and then we drew this uptrend line here, uh, last week and, uh, and we're like, huh, this
[01:15] week and, uh, and we're like, huh, this is really setting up for an up or a down uh, you know, which which the point is that it's going to move out of consolidation. That's what you take away for that, right? You don't want to take
[01:27] down. Yeah, no, duh. things go up or down. Instead, it's that it's looking for a more violent up or down move to the tune of I think as much as $14,000. the tune of I think as much as $14,000. And right now, this analysis now
[01:42] somewhat suggests that we could be getting back to 102 uh you know, bearing or absent any kind of like really bad news here. Uh we've got plenty of catalyst this week. Lots of catalysts this week. Jolts, challenger jobs, ADP
[01:58] this week. Jolts, challenger jobs, ADP jobs. uh BLS jobs. There's a lot so a lot that could definitely shake the foundation of enthusiasm. There's obviously a lot of enthusiasm for uh for this Venezuela deal. I I think it's a
[02:11] little misplaced because I think some of the enthusiasm is uh way too is being priced in too early. Uh and that's that's normal. When I say that's normal, it's it's worth knowing that it's very common for
[02:26] the stock market to price in a lot of the enthusiasm almost uh upfront. A get to the reality side and we still don't know who the uh leaders of uh
[02:40] Venezuela will will actually be and if they actually will ally with the United States. So, we'll have to see. All right. So, let's get the manufacturing uh ISM report this morning that came out.
[02:52] out. Uh oh. ISM is temp temporarily down for maintenance. Well, what good is that? All right. Oh, well, they had did a PR statement. So, I'll use the newswire statement. All right. Economic activity
[03:05] in the manufacturing activity contracted for the 10th consecutive month following two months of expansion preceding uh preceded by 26 months of contraction. Nation supply executive said. Okay. manufacturing registered uh
[03:21] said. Okay. manufacturing registered uh 47.9 in December.3 point decrease compared to the 48.2 in November lowest reading of 2025. November lowest reading of 2025. I think this might have to do with
[03:35] uh the fact that you are how should I put it? uh you are looking for
[03:49] write some of this down. So, we'll just put this as um jobs. Put a note here. So, this is the ISM ISM uh manufacturing read and uh we've been
[04:02] uh manufacturing read and uh we've been seeing a lack of orders on these. seeing a lack of orders on these. uh last few months we've seen new order surveys decline and this report is now telling us that
[04:17] we are at the 10th straight decline or contraction in ISM uh manufacturing uh manufacturing 47.9 in D this is the lowest reading
[04:34] of 2025 Five. Overall economy continued to expand though. New orders index contracted by a fourth straight month. Yeah. New orders down, new orders down. Fourth straight
[04:49] month, which isn't good because new orders are sort of like your leading read, right? New orders lead declines in manufacturing and employment. That makes sense. December prices
[05:06] remained in expansion. Okay. Employment employment actually still up a bit from November's figure. So that's good. Uh employment for D
[05:18] So that's good. Uh employment for D indicated up at 44.9 from 44 in November. So that's good. But again could be that lagging side. Slower delivery performance. uh the reading let's see here inventories index
[05:34] new export orders in December US manufacturing activity contracted at faster pace with pullbacks in production and inventory okay
[05:46] let's see here short-term bubble of improvement so they're saying there was a short-term bubble of improvement a hallmark of economic uncertainty in manufacturing. Now, that's an interesting phrase
[06:02] because they're they're basically saying uh you get these fits and starts uh when people don't know what the hell's going on. Basically, when the economy is uncertain, uh manufacturing
[06:19] uncertain, uh manufacturing uh es flows rapidly. Although demand indicators are still in contraction, improvement in the three uh indices new orders, backlog of new orders and new export orders and
[06:33] customer inventories remain two in the two low territory are positive signs. So two low territory are positive signs. So improvement here and inventory low is of gains in these indicators are necessary for a long-term recovery.
[06:48] necessary for a long-term recovery. Okay, got it. So inventories deemed uh too low uh uh which should help recover
[07:01] regarding output. Output slipping employment index contracted at a slower employment index contracted at a slower pace which is good. Uh finally inputs were mixed. Looking at manufacturing 85% GDP.
[07:16] Oh look at that. Looking at the manufacturing economy, 85% of the sector's GDP contracted in December compared to 58% in November. compared to 58% in November. Wow.
[07:31] That's not good. uh 85% oops of manufacturing GDP in contraction versus 58% in November.
[07:52] Uh let's see here. Two manufacturing. Save that here. There we go. Okay. Then we've got to manufacturing reporting growth. Uh the only growth is what a surprise
[08:08] components. The electrical equipment is not a surprise because of AI
[08:22] What respondents are saying? Winding up the year with mixed results. the year with mixed results. uh hope to return to some free trade. Uh trough conditions continued, depressed business activity, some
[08:36] seasonal. Things are quieter regarding tariffs, but prices remain high. Things are not improving. Orders are down. Orders continue to drop. Companies struggling.
[08:56] Look at look at how like bearish some of these things are. Uh I mean listen to Not a great year. We had some success holding the line in cost. However, real are ultimately to blame. I hope for some return to free trade which is what
[09:10] consumers have voted for with their spending. Interesting line. Uh then we have depressed business activity. Some seasonal but some impacted due to customer interest. Uh, our costs have increased.
[09:27] Margins have deteriorated. That's not a surprise. You can't get full pass through. A full pass through is not possible. That makes sense. Then you the transportation market. Many customers are ordering for 2026, but
[09:41] those orders are 20 to 30% below historical buying patterns. good benchmark for the health economy, is still below uh historical standards.
[10:00] half of 2026. Hope is always interesting. is struggling with customer orders and financially. Overall, our senior
[10:13] business, get our company on track. In November, layoffs impacted 9% of our November, layoffs impacted 9% of our workforce. This is in machining. Orders continue to drop. Many plants are not running at full capacity.
[10:28] here, did they? We had a bad October, awful November, dismal December. January and Feb don't look too good. Bookings are down 25% compared to the first two months. Fabricated metal products. Morale is low across manufacturing in
[10:42] general. Cost of living is high. Components high Cost of living is high. Components high and increasing. It's cold. Absenteeism is worse around the holidays. Things look a little bit bleak. Sales
[10:55] were lower than expected for November. Wow, this is depressing. Global logistics remain sensitive to geopolitical shifts. Tariffs are influencing equipment pricing. Large scale data center programs are absorbing
[11:07] and reducing availability of resources for other sectors. Miscellaneous manufacturing revenues were down due to tariffs. Lost revenue inhibited our ability to offer bonuses to employees or to hire. Right.
[11:23] Wow. That was a just a disappointing, you know, read. Uh I'm just going to say here um here um uh to sum that up is am uh industry
[11:37] uh to sum that up is am uh industry comments mostly depressing comments mostly depressing uh manufacturing is not happy about uh manufacturing is not happy about tariffs uh lack of
[11:49] uh inability to price to pass on tariff impacts uh lower sales order activity and Um, decreasing margins
[12:04] and Um, decreasing margins and uh lower comps,
[12:18] Oh my gosh. Whatever. There we go. All right. Wow. Depressing. Okay. Got it. So, that's ISM for us this morning. Goodness gracious. Uh ISM was not not a a pretty ticket there, but no problem. So that's ISM.
[12:35] Uh Nvidia's big ambitions to solve manufacturing shows slow return so far. Oh, speaking of manufacturing. All right, take a peek here.
[12:54] AI has rocketed into the stratosphere, lifting company's revenue. Yes, we know that. But where's their manufacturing talk?
[13:08] frustrated that the Omniverse business hasn't yet taken off. Although Nvidia's mushrooming revenues means few people would notice the Omniverse shortfall. Nvidia spent hundreds of millions of dollars renting
[13:22] graphic card graphics cards so it could offer the Omniverse cloud. Uh-oh. Uh for large companies that want to run large scale simulations. But while Nvidia has promoted companies that use it,
[13:37] few signed up to run larger scale uh and this is simulations from former Nvidia employees. That's interesting. So people who have left uh Nvidia are sort
[13:49] of spilling the beans a little bit. Uh Nvidia uh Omniverse in the information.
[14:01] Okay. So, if we look at Nvidia's Omniverse, So, if we look at Nvidia's Omniverse, we see
[14:13] uh upset Omniverse uh isn't actually being adopted as much uh isn't actually being adopted as much as thought. Uh Nvidia as thought. Uh Nvidia rented GPUs back from Oracle and I think
[14:27] rented GPUs back from Oracle and I think Coreweave and stuff too. Google. Coreweave and stuff too. Google. Oh my goodness. Google MSFT to run Oh my goodness. Google MSFT to run Omniverse. Uh so and then according to
[14:41] Omniverse. Uh so and then according to people being signed up for. So my take here uh is
[15:00] uh Nvidia for a while was willing to take all excess uh compute capacity for their own purposes. Omniverse may
[15:16] one of those, you know, ration, but that bet down some of that circular wheel a little bit of uh Nvidia renting its own
[15:29] little bit of uh Nvidia renting its own chips back, right? does uh risk slowing
[15:41] uh circular nature of these investments. Okay. Well, that's interesting. All right. Uh Omniverse Cloud nearly non-existent from its launch of 22 to company scramble to find internal uses for chips. Right. Right. All right. In
[15:55] to a lack of demand. Uh, now Nvidia is scrambling to find uses for the chips. Well, that's interesting.
[16:09] interesting. Uh, let's see. 3D models, digital twins, train robots. Omniverse, tied up, didn't hold up. Didn't hold up in real world world use. Wow. Wow. That's
[16:25] interesting. Uh, some omniverse features. That's a bummer. Didn't hold up in real world use. That's a bummer because I,
[16:37] you know, I actually was really excited about that. I was excited about the product, but uh maybe it's like Matterport, you know, digital twins
[16:49] are are are cool are cool, but how functional are they? are cool, but how functional are they? Like I think they're cool to look at.
[17:03] bought. Got bought. Uh they couldn't uh monetize digital twins. That was almost like an early warning for Nvidia is that uh
[17:18] you know they they couldn't do anything uh moneywise. That's interesting. His vision is for every company to simulate robots, vehicles, factories, blah blah robots, vehicles, factories, blah blah blah. Long-term bet.
[17:35] That's interesting. And this is Yeah, both of his kids. And this is Yeah, both of his kids. Both of Jensen's kids work in Omniverse.
[17:53] One of the biggest potential opportunities is in robotics timeconuming compared to using simulators for yeah relying okay some
[18:06] robots such as Tesla optimists have been relying on humans wearing motion capture relying on humans wearing motion capture devices to gather data. Ah, interesting. devices to gather data. Ah, interesting. Tesla,
[18:22] let's do this. Tesla Optimus relies mostly on humans wearing motion capture mostly on humans wearing motion capture devices. Jensen wants to solve that with devices. Jensen wants to solve that with Omniverse. But why is it not working?
[18:40] Uh, let's see here. simulation software. Well, that's a red flag. flag. Uh the info suggests
[18:55] Uh the info suggests uh companies are building their own. business that generated little in revenue. Just as we invested in CUDA,
[19:10] Nvidia spent years building Omniverse as foundational software. It's a long-term vision. Blah blah blah blah blah. Halfbaked software.
[19:22] customers. The idea is that the software would drive more demand for GPUs.
[19:37] lackluster performance of Omniverse has been pointed.
[19:49] team, learned that the partnership with BMW learned that the partnership with BMW was much smaller in scope than expected,
[20:02] digital twins. Fine. Robotics are still in the early days. Major players such as Tesla are building their own simulation software. See, that makes sense. Uh including Tesla. That's a cool little note to see there
[20:17] that Tesla's building their own sim software. I mean, they that's that's software. I mean, they that's that's kind of what Tesla's known for, though.
[20:34] can malfunction outside of a defined set of scenarios. Ah, interesting. Maybe ahead of its time with simulation. That's an interesting article. Yeah. Yeah. Really, really interesting take. Um,
[20:49] Um, you know, this this explains you know, this this explains explains why uh we've seen explains why uh we've seen uh Nvidia pull back from uh cloud
[21:02] uh Nvidia pull back from uh cloud uh compute offerings All right. Interesting. All right. Good.
[21:17] What else? CS kicks off. That's cool. All right. CS kicks off. That's cool. All right. Cool. Let's go look at the doomers.
[21:31] on Atlas and Boston Dynamics yesterday and they talked about simulation model there you go. That's really relevant. Oh, thanks for bringing that up.
[21:46] arrives at court. That's cool. That's cool. Uh, let's see here.
[22:02] Let's see here. Factory gauge one-year low. We saw that transport stocks hope for next year. Shine bomb says Trump's threat to invade Mexico aren't serious.
[22:20] Walls won't seek re-election. That's been rumored for a while. Trump now has his very own oil empire. Yeah, no kidding. Well, it'll take a
[22:35] little bit of time to build it out. Uh, Zillow's CEO ready for another slow year. Let's see what they're complaining about. I think they're talking volumes. about. I think they're talking volumes. Zillow makes a lot of money off volumes.
[22:57] Let's see here. Used car sales slip. Take a peek at that. It's already 8:00. All right. So, what is this here?
[23:19] Uh Zillow is to real estate. with Uber is the taxis. I don't know about that. attendees, blah blah blah. Not everyone agrees Zillow is good.
[23:39] anti-competitive practices. Whatever. Every big company ends up getting sued. going to suck next year until unless until rates come down, volumes will
[23:53] suck. High prices threaten to send US auto sales into decline this year as the auto sales into decline this year as the middle class consumers shy away uh from new vehicle purchases. Sales are expected to surpass 16 million
[24:07] in 2025. The annualized rate is likely to slow in the final 3 months to about to slow in the final 3 months to about 15.6 or down more than 5% for the third quarter according to Cox. That's a large decline
[24:19] that suggests a lack of momentum heading into the new year. Well, that's not that great. Main culprit is nervousness amongst consumers of making under $150,000. Uhoh. Children are clearly awake.
[24:39] you know, at everything. So, people feel frustrated. All right, let's go. frustrated. All right, let's go. economist.
[24:55] promising results related to Well, that's good. Um, yeah. And I'm assuming you guys are building your own uh uh your own product then, huh? Let's
[25:07] uh uh your own product then, huh? Let's go take a peek at this. All right, let's take a look at the economist's take here.
[25:27] of Revenge. 18 years ago, Hugo Chavez nationalized assets belonging to America, claiming to be worth 60 billion.
[25:47] retribution. Decades of underinvestment have caused their oil production to fall by 2/3 to around 1 million barrels a day.
[26:04] output is more likely to fall than rebound. Yeah, that's probably true. But some of that was already priced in before with the blockade that we've had. Exports have said cratered.
[26:22] Venezuelan crude floating on idle tankers has hit multi-year hides highs. the dilutant they need is no longer coming from Russia. Nap
[26:38] coming from Russia. Nap napa. Nap napa. The heck is that? Let's find out. This is a flammable volatile liquid hydrocarbon
[26:52] mixture derived from petrol or natural gas. Acts as a versatile solvent. Gasoline like odor and ranging from whatever
[27:12] Napa. Oh, comes out of these barrels of crude. Okay. But then they also need the goopy stuff to make it transportable. Huh. Interesting. Anyway, I'll put might recover if there's a smooth transition. That's the hope.
[27:26] That's that's absolutely the the hope is that we have a uh very smooth that we have a uh very smooth transition. Uh and American sanctions on Venezuela blockade included are lifted a big if
[27:40] right big maintenance and repairs might push them to 1.2 billion by the end of or 1.2 million barrels a day by the end of 2026. Still be short of their maximum potential. Leave it a little bit behind
[27:53] Libya to pump more. They need to overcome three problems. Funds, labor, and saturated global market. Right? That's the problem with the enthusiasm. We talked about this yesterday in a broader video is that you know really um
[28:09] broader video is that you know really um you oil prices are already in decline which lowers the desire to throw more capex at oil.
[28:21] there. Others have not forgotten the pains of the past. The success of Trump is not guaranteed he will depart in three years. Uh, American majors have remained silent on the president's call to arms.
[28:36] Blah blah blah. Even if oil firms could be convinced. It's doubtful the Venezuela's oil industry could keep up. It has suffered huge brain drain. Tens of thousands of skilled workers from
[28:51] engineers and geologists have left the country. The current country's oil industry is run by the armed forces. Wow, I didn't know the military controls the the oil company. That's bizarre.
[29:06] Uh, let's see here. let's see here. They have to reform the whole company. Whatever extra oil they can pump will flow into a saturated market, right?
[29:19] flow into a saturated market, right? Because of global supplies. Uh many analysts expect surplus to lower global oil prices towards $50 a barrel. Wow, that's actually great for the consumers.
[29:33] However, it becomes under the break even price to even go looking for oil in price to even go looking for oil in Venezuela. Optimistic scenario, maybe they'll rise to 1.7 1.8 by 2028.
[30:03] long-term project. Yeah, I mean that's that's fair. We we know that.
[30:16] go to the journal. See what they have this morning. skeptical of uh it was the dancing or whatever? That was hilarious. Look at
[30:31] this. Maduro appeared dancing in videos dancing and singing at holiday events while telling Americans in broken English that he wanted peace and don't worry, be happy. Uh and uh and then
[30:47] frustration about the videos, telling aids he believed Maduro was unserious. So that contributed to this impression that he was just an unserious person. that he was just an unserious person. That's wild.
[31:31] talking about. The guys with the guns uh in my vids. Walls drops selection bid. rank. Hospitals approving what AI can do, what it can't.
[31:51] Man taken into custody for damaging JD Vance's home. I don't know. Um, what is this? Monster recognition.
[32:16] by the editorial board. But, okay, Madura is gone. What's next for Venezuela? We have Trump says America will run the country for now. We know that operation blah blah blah. We know what happened.
[32:31] Job isn't finished obviously. So are they going to have any kind of interesting regime has been decapitated interesting regime has been decapitated but some Maduro henchmen are digging in.
[32:48] ah interesting. This guy went into hiding. Okay, let's write some of that down, too. So,
[33:03] let's do geo anda. Cabelo has gone into
[33:24] definitely true, Venezuelans to protest uh from hiding. Venezuelans to protest uh from hiding. Uh he calls Venezuelans
[33:38] Uh he calls Venezuelans to protest the US. People say mostly confirmed reports military higherups fly to country.
[33:53] Maduro has been given a chance to exit the country without violence. the country without violence. Yeah, we know that. Rodriguez reportedly sworn in.
[34:23] bluff. She says she's not going anywhere.
[34:39] rumored to be telling that they might avoid violence and prison if they get avoid violence and prison if they get towards a peaceful handover.
[34:56] Wow. Let's go take a look at what they got over here. Democrats said for years de Maduro stole the election be removed from power. Blah blah blah. Okay. Blah blah blah. Sam Maduro. Okay, this is just Republican Democrat slamming. Trump
[35:11] did what Kamla was supposed to do. All right. Well, this isn't useful. All right. So, will Trump's off Let's look at the editorial board because this is this is from the editorial board. The nighttime raid. We already know
[35:25] about the nighttime raid. Okay. So, gripes about power law Okay. So, gripes about power law enforcement.
[35:47] Macado. I saw that, you know, and we talked about that, too, that he just sort of said that he didn't think she could lead because she seemed interesting. The editorial board is picking up on that, too. editorial board
[36:04] picking up on that, too. editorial board also picks up on how strange that Trump also picks up on how strange that Trump uh is dismissive of macado.
[36:21] Let's slap that in here. That's their word. Oil. Sooner rather than later they need another election.
[36:48] Don't settle for Maduro 2.0. That would be the Oh, is that for Rodriguez?
[37:09] right now. So, I don't think there's like too terribly much news in the way like too terribly much news in the way here and and we'll see. Russia, China increasingly nervous deployed every cliche in their arsenal
[37:22] deployed every cliche in their arsenal against America, blah blah blah.
[37:35] Complicating the task will be determined resistance from Cuban, Russian, Chinese, resistance from Cuban, Russian, Chinese, and Iranian as assets embedded in the security forces and political structure. Yeah, that's that's actually a very
[37:47] Yeah, that's that's actually a very interesting line. stability in Venezuela would be humiliating and damaging setback for
[37:59] Russia and China. That's what I tweeted the day of the invasion that that this is embarrassing uh for uh for for Russia and China um editorial board
[38:14] concerned. Is this the board? Who's is this article? Oh no, this is uh this is a different guy.
[38:40] Oh, he's a foreign relations guy. Like a CFR guy. Okay. CFR guy CFR guy. Okay. CFR guy uh in uh Wall Street oped uh suggests assets embedded in uh Venezuela
[38:54] in uh Venezuela will be an issue. I tend to agree. will be an issue. I tend to agree. Uh Russia, uh Iran and China would love Uh Russia, uh Iran and China would love to take advantage of this power vacuum.
[39:10] to take advantage of this power vacuum. easier to do since Americans are not um easier to do since Americans are not um you know occupying obviously not that we want to. It just does make it more complex. So
[39:25] let's throw in that little quote because that's interesting. All right, cool. Good. So what else? Let's go to cool. Good. So what else? Let's go to times.
[39:54] 2021, dropped PMI, have a wedge due to divorce. Sorry about that. May be buying my partner out of their shares and selling it to myself. Any hypothetical selling it to myself. Any hypothetical pointers? Um,
[40:11] deal, you know, go get a loan, finance it yourself, and buy them out. Sounds reasonable to me. I It happens a lot. Beats going through all the selling costs, you know. Uh, let's see here. After Venezuela,
[40:25] Uh, let's see here. After Venezuela, Trump says Cuba already to fall, Trump says Cuba already to fall, right? there? Yeah, this was interesting. I don't know
[40:41] down at the end of the year. It was like a private equityowned business after the a private equityowned business after the uh founder got rid of it in like 2022.
[41:04] always thought they were great. Yeah, she sold it in 2012. Nobody explained.
[41:30] I'm just surprised. Whole business up and gone. We'll be right back. Really?
[41:44] We'll be right back. Huh? Powered by Shopify. They didn't even pay to have the the Shopify like branding removed from the bottom of the website. That's funny.
[42:00] Oh well. All right. What else is going on? AIO. Let's see here.
[42:16] global world order. There's actually not a whole heck of a lot of news right now. Bitcoin still on this little breakout here, which is very nice. Uh let's go to five minute here. Yeah, really holding
[42:30] up. I my my guess is, you know, sellers going on a little shopping spree, but uh but it is pushing right now. So, so good for it. And then this morning, you know, we we really dropped off this euphoria at the
[42:44] really dropped off this euphoria at the beginning right down to 617, which was actually a bullish support that we bounced off of this. Uh volumes are still pretty low. We got a lot of catalyst this week, but pretty
[42:58] catalyst this week, but pretty remarkable here.
[43:13] Kevin doesn't mention that cryp uh cryp when crypto is going up actually like Connor you're so blind I started this live stream talking about Bitcoin. So the joke's on you. I literally started this live stream talking about the
[43:30] Bitcoin breakout on the convergence that I've been talking about, how this equilateral convergence suggests a breakout of $14,000 in either direction. And the breakout right now appears to indicate that that $14,000 breakout is
[43:43] going positive. Unfortunately, Connor just wants to show up and be a little douchebag. So, uh, jokes's on you. Uh anyway, that's kind of, you
[43:55] know, that's that's always the irony is like the the the people who want to like sling garbage are usually the most ignorant. They don't even know how dumb ignorant. They don't even know how dumb they sound. Kind of funny. Uh so
[44:11] anyway, uh this is a cool little video clip here yeating him out of the heli.
[44:34] huh? Yeah. Just incredible. The Maduro arraignment. is this going to be live? A number of protesters have gathered outside of the federal courts. New York police have installed the metal
[44:48] barrier. Two sides are yelling at each other. The remains peaceful. Oh, I got to find like a live stream over there.
[45:04] The hearing could be brief. Expect it to enter not guilty. P.
[45:22] let's see here. Let's go to Oh yeah, here we go. >> Arrangement that keeps figures associated with the repressive apparatus at the center. >> Let's just scroll around here.
[45:39] Wow. Yeah, there are a lot of people outside the courthouse.
[46:15] is paying these people." Oh no. [laughter] Uh, okay. Uh, what else here? Trump says US is in charge.
[46:40] >> or or even CNBC? And briefly look at this CNBC. this CNBC. Uh let's go Uh let's go CNBC's and Politico.
[47:08] AI boss is inexperienced. Ouch. Amazon to let some users chat on Alexa web in a bid to take on GPT.
[47:22] Yeah, I got to get that that data. $5 donation to ask if I'm buying real estate in Venezuela. No, dude. No. No. No. No. Try to buy uh
[47:39] Well, let's put it this way. It'll be decades before I think it makes sense to to consider that. So, cool. All right. So, gold's up, silver's cool. All right. So, gold's up, silver's coming back up, oil's up a smidge
[47:54] to get Maduro out. Trump went through Puerto Rico. Three funding bill package released following House Senate breakthrough. Oh, this will be good for the shutdown for preventing the shutdown which is
[48:06] bullish. Also, top appropriators released a text of three p funding packages to keep everything funded through the end of the current fiscal year. Compromise is the product of
[48:21] Compromise is the product of negotiations. avoiding a bloated omnibus package. Besides those bills, the trio bills,
[48:34] blah blah blah. Okay, good. I mean, so broadly seems you're not going to see uh another shutdown. I think Trump already got his mission accomplished, though. So, what do we have over here?
[48:49] Uh at Global Times. Yeah, Global Times editorial board. So Yeah, Global Times editorial board. So this is like China, right?
[49:04] enforcement and forcibly seizing another country's president by relying on overwhelming power is a scenario so outrageous that even Hollywood screenwriters could struggle to imagine it. Yeah, it's actually a really
[49:19] incredible operation. Washington has made its reality in full Washington has made its reality in full view. precedent. This is the first step towards a world
[49:32] This is the first step towards a world of violence, chaos, and instability.
[49:47] is uh this is a vivid reflection of US style hedgeimonyy overriding multilateralism. China freaking out about it. That's not a surprise. Serious damage on peace in Latin America and the Caribbean. Geopolitically distant
[50:00] hotspots for this reason. 33 Latin America to Caribbean countries chairs America to Caribbean countries chairs hard one peace.
[50:14] China's argument. Relying on military conquest don't bring stability. It only seeds the sews the seed for further conflict. So, China's really going off on this. Very rare that US interventions are
[50:29] followed by peace, tranquility, stability, and democracy. I mean, it's stability, and democracy. I mean, it's probably true.
[50:44] Well, Chinese aren't happy, but that's not a surprise. All right, cool. So, uh, yeah, what else? I mean, uh, pretty, uh, pretty enthusiastic here. I think, uh,
[51:01] next is really just catalyst, you know, catalyst coming up you know, catalyst coming up that, uh, we've got S&P services tomorrow. We're not going to get ADP weeklies
[51:14] tomorrow. So, we're just going to get the ADP monthly on Wednesday. So, really we're going to get real job numbers. That that'll be quite entertaining.
[51:26] Wednesday, Thursday, Friday. Until then, um you until those numbers come out. Uh there's a lot of optimism and and a strong bounce at 617. Uh was great to strong bounce at 617. Uh was great to see this. Uh,
[51:41] that a fiveminute bounce right here because we had on the one minute chart we had a a bounce almost exactly at it, bounce almost exactly at it. Uh, and then 28 cents below set up a nice uh set
[51:54] up a nice foundation, which is good. But, I mean, we zoom out, it's still uh still uh on on a downtrending trajectory. It's been hard to keep 617.
[52:06] So hopefully uh hopefully this um week's job numbers job numbers help us going.
[52:24] Uh all right. Very well. I think that's all I have for now. Not not too much else going on. So appreciate y'all being here, folks. And uh we'll see you in the next one. Good luck out there and I love you