The Complete Flows, Technicals & Positioning Market Summary As We Reach The End Of 2025

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And so here we are, just 16 trading days away from the end of 2025...


China To Limit Nvidia's H200 Chip Access After Trump Greenlights Exports

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"Buyers would probably be required to go through an approval process, the people said, submitting requests..." 


Pepsi Cuts Deal With Activist: Plans Product Overhaul And Layoffs

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"We appreciate our collaborative engagement with PepsiCo's management team and the urgency they have demonstrated." 


No Restrictions On How 'Trump Accounts' Can Be Used: Bessent

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Trump said other billionaires would also be donating, adding, ‘I’ll be doing it, too.’


Consumer Stock Bosses Reinforce 'K-Shaped' Bifurcation Theme

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"This quarter, many companies emphasized that consumers remain cautious and focused on value." 

 


"The Days Of Censoring Americans Online Are Over": Senior US Diplomats Slam EU's "Attack" On American Tech Platform X

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...the fine was not “just an attack on @X, it’s an attack on... the American people by foreign governments.”


Another $222 Million Saved In Terminated Contracts: DOGE

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The Department of Health and Human Services has registered the most savings under DOGE.


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US President Trump announced that he informed Chinese President Xi that the US will allow NVIDIA (NVDA) to ship its H200 products to approved customers. Though the FT reported that China is set to limit access of NVIDIA's H200 chips; NVDA shares off best levels, last +0.5%.

These Are America's Most-Murderous Cities

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New Orleans has the highest homicide rate among major U.S. cities, at 46 homicides per 100,000 people...


Why Does The End Of The World Look So Profitable?

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The stock market is hitting record highs. GDP growth is in the green. Tech valuations are defying gravity... And yet... everything feels kinda... terrible? 


Rates on the MOVE - And the Market Isn’t Buying the Fed

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Bond volatility gets hot… SPX gets cold.

Zelensky Definitively Shuts Door On Trump Peace Plan, Won't Cede Territory

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European leaders pushing forward maximalist counter-demands...


Machine-Speed Warfare: When Drones Decide Faster Than Humans

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Drones do not get tired, do not hesitate, and do not ask whether escalation is politically wise... They simply execute...


Netanyahu Rejects Retirement In Exchange For Pardon: 'Let Voters Decide'

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shot back with a firm "No"


What's The Likelihood Of A NATO-Russian Non-Aggression Pact?

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This is the most effective way to reform the European security architecture and keep the peace, but a lot will depend on Poland, which plays the most decisive role among all of the US’ NATO allies...


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APAC stocks were subdued following the lacklustre lead from Wall Street, with markets cautious ahead of the FOMC policy announcement on Wednesday.

Jim Quinn On The West's Mass Collective Societal Suicide

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This invasion was clearly coordinated and planned by the globalists looking to create havoc, disarray, the tearing of the social fabric... and the destruction of community norms...


Seattle's Woke World Cup Agenda Implodes As 'Pride Match' Set Between Countries With Anti-Gay Laws

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You couldn't make this stuff up if you tried...


Governor Pritzker's Sanctuary Policies Freed 1,700 Criminal Aliens Since January

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These cases represent only a handful of the worst offenders. 


Immigration Gone Wild

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A border abandoned and laws ignored have turned public frustration into a sweeping backlash that now threatens even legal immigration.