Iranians have gathered outside the BBC to protest its lack of #IranProtests coverage. “Ayatollah BBC!” They chant.

Goodbye to the symbol of colonial Islamism, freezing us in the dark ages for 47 years. Hello to the 2,500 year old Lion & Sun—the symbol of ancient Iranian mythology and Persian identity—returning us to the light.

Die wichtigsten Nachrichten der kommende Handelswoche für Trader

Gold is overvalued, and so are tech stocks.

Die Marginanforderungen bei Silber steigen und steigen - Silber ist eindeutig in einer Blase, und das kann jederzeit platzen.

Gold now accounts for 25% of total world reserves. Still below the USD as a % share, and it remains far below its share in the 70s & 80s. In other words, if the recent reasons for buying gold persist, it can keep rising.

U.S. Dollar share of global foreign currency reserves have fallen to its lowest level this century 🤯📉👀💸

International stocks are seeing massive inflows: Total developed market equity funds have attracted +$50 billion in net inflows year-to-date. International stocks captured +78% of the total, at +$39 billion. Investors also invested +$5 billion and +$2 billion into European and

Goldman’s Risk Appetite Indicator has reached its highest level since the 2021 Covid-QE Bubble. $SPX $QQQ $IWM

A "Pics & Shovels" provider to the AI infrastructure buildout. Amphenol grew revenue 52% in 2025. That's their fastest growth rate in more than 20 years. $APH

Interessant

$ASML Q4 bookings just hit a record €13.2B. The market expected €6.3B. 👀 So why is the stock down? Shares are up 33% in the past month and trade at ~42× EBITDA. It's the high end of the historical range for this business.

Microsoft's cloud backlog just exploded. Commercial Remaining Performance Obligations grew 110% YoY. $MSFT

⚠️China is dumping US Treasuries and loading up on gold: China's gold reserves hit 74.1 million ounces, an all-time high. At the same time, China's holdings of US Treasuries plunged to $682.6 billion, the lowest in 18 years. China has slashed its Treasury position by over

Anscheindend gibt es in der Regierung Fortschritte, um ein Shutdown zu verhindern. Die Wettbüros gehen nur noch von 45% aus, dass ein Shutdown stattfindet

There's lots of untruths on the rise in gold. The biggest is that central banks are buying gold and is based on this misleading chart. The share of gold in central bank reserves is going up because the price is rising. There's no central bank buying spree. robinjbrooks.substack.com/p/debunking-th…

China has become a crucial source of liquidity for the global financial system: China's non-official sector holdings of overseas assets surged +$260 billion in Q3 2025, to a record $1.95 trillion. This marks a +$1 trillion increase over the first 3 quarters of 2025, more than

Die Marginanforderungen für Silber steigen dramatisch an. Diese Blase platzt bald.

Der Abverkauf des Software Sektors ist krass. Der Markt glaubt, dass KI den ganzen Sektor kaputt machen wird. Ich glaube jedoch, da sind einige Chancen darunter.

Kevin Warsh Nomination: one reason why market players are interpreting it as a hawkish pick- I agree-is because of his views on the need for a radical balance sheet reduction. The $31 trillion-dollar American economy demands liquidity & financing needs that are larger than what