Markets
I bought some of those pre made overnight oats packs from Costco and turns out they went bad. I realized this after finishing one at 6am and now I am being absolutely punished, but I managed to get this post out.
Things are looking up kings.
We have bounced a bit since the sell offs last week likely given the shifting views on what the Fed is going to be doing this month.
Markets are almost certain the Fed will cut rates in September, with odds running above 90% for a quarter-point move.
Traders are also betting on a sequence of cuts into the fall, with October and December firmly in play as well.
Jobs data is strengthening the case, the latest Job Openings and Labor Turnover Survey (JOLTS) showed about 7.18 million openings in July, only the second time job listings have dipped below 7.2 million since late 2020.
It’s another sign that the white-hot labor market of the post-pandemic years is cooling off. For the Fed, this fits the broader narrative that demand for labor is easing, wage pressure is slowing, and the path toward rate cuts is likely becoming easier to justify.
Sydney Sweeney’s Denim Campaign is printing for American Eagle AEO 0.00%↑ . The stock is up 26% in pre market trading.
The US now has more unemployed people than job openings (Polymarket)
Powerball jackpot rises to $1.7 billion this week
President Trump is appealing to the Supreme Court after a US Appeals Courts said most of his global tariffs are illegal (Kobeissi Letter)
The average full-time American worker earns about $62,500 a year, according to federal data (Unusual Whales)
Italian fashion designer Giorgio Armani has died at age 91
AQR loses $4.7 Billion Dutch pension fund mandate (Bloomberg)
A Stamford hedge fund manager convicted of stealing nearly $3.5 million from investors for his own personal use was sentenced Wednesday to four years and six months in prison, federal prosecutors said (GreenwichTime)
Citi has appointed banking veteran Kaustubh Kulkarni as co-head of its Investment Banking Coverage for Japan, Asia North and Australia, and Asia South (Reuters/Yahoo finance)
GOOG 0.00%↑ surged to a record high after a U.S. court spared Google from a forced breakup, allowing it to retain Chrome and Android while only banning exclusive search deals and mandating data-sharing with rivals.
The ruling acknowledged the disruptive power of AI tools in search, significantly easing regulatory fears. Analysts swiftly raised price targets (now into the $245–$270 range), signaling clear confidence that this clears the way for multiple re-rating.
Our good friend Nancy Pelosi of course had to get in on the action.
In January she bought several hundred thousand dollars worth of call options which have now printed. Crime season continues with no insider trader bill near completion to stop the blatant abuse by politicians.
Gold and Silver have stolen the show the last several days.
Gold ripped through fresh record highs above $3,500 an ounce this week before easing slightly on some profit-taking. Silver followed suit, briefly breaking the $40 mark for the first time since 2011 before giving back some gains.
Both metals remain elevated, underpinned by the same macro currents. Everyone calls you crazy for having a sack of precious metals in your gun safe until macro deteriorates.
These drivers are very straightforward guys. Rate-cut expectations are now sky-high, reducing the opportunity cost of holding non-yielding assets.
Geopolitical and policy uncertainty are adding fuel, pushing investors toward traditional safe havens. Central banks continue to add to their gold reserves, further tightening the supply.
Silver is catching an extra bid thanks to surging industrial demand in sectors like clean energy, giving it a unique dual role as both hedge and growth play.
Always own metals. Absolute no brainer.
Gold is telling you what comes next in my opinion. Bitcoin is probably going to follow soon….
It is a barometer of what markets expect the Fed to do next.
With investors pricing in multiple cuts, the metal is signaling a shift toward easier policy, looser liquidity, and the likelihood that policymakers will err on the side of money printing rather than risk a hard landing (which is what I have been saying for several months). The alternative of letting this coke fueled orgy end is too painful.
In many ways, gold’s breakout is flashing an early warning that the era of “higher for longer” is already cracking, and the market is preparing for a fresh wave of liquidity injections to prop up growth.
Make sure you’re ready for this outcome. The most recent pump from risk assets is another indicator people are getting ready for up only mode.
Doesn’t mean we don’t get a correction sometime next year but I am shifting chips towards the bet that we are going to keep defying logic and moving higher than most people expect, especially “experts”.
We will cover my exact equities portfolio Tuesday morning.
Crypto
In my opinion the longer we hang out and consolidate at these levels the harder we are going to pump when we get rate cuts (and that includes ETH + alts).
Many analysts are warning that the proliferation of public crypto treasury companies is siphoning large amounts of BTC out of circulation.
With nearly a million coins now held off-exchange by more than 150 listed entities, liquidity is tightening and Bitcoin availability on trading venues has shrunk to less than 15%, which are levels last seen in 2018. The scarcity aspect is massive as people realize inflation is here to stay and money printing is not far around the corner.
A framework was submitted to the SEC’s Crypto Assets Task Force to make digital assets quantum-safe (CoinTelegraph)
Publicly traded companies now officially hold over 1,000,000 Bitcoin for the first time in history (WhaleInsider)
Nasdaq-listed SUI Group Holdings, previously Mill City Ventures bought another 20,000,000 SUI (CoinTelegraph)
Eric Trump is slated to join a shareholder meeting for Japanese Bitcoin treasury firm Metaplanet, which is raising nearly $900 million in equity to buy more BTC
Grayscale has debuted ETCO, an actively managed Ethereum covered call ETF (Blockworks)
Ondo Finance rolled out a new platform called Ondo Global Markets, pitched as the start of “Wall Street 2.0.” Their idea is to bring U.S. equities directly on-chain, making over 100 popular U.S. stocks and ETFs available as tokenized assets on Ethereum. Similar to the trend we have seen with other crypto exchanges.
Key features include:
24/5 trading: Near round-the-clock access with real-time settlement.
Fully backed: Tokens tied directly to underlying U.S. stocks and ETFs.
Global reach: Available worldwide except U.S. and U.K.
Multichain: Live on Ethereum, expanding to BNB, Solana, and Ondo Chain.
This marks another step toward blending traditional finance with decentralized finance, which is something you should be incredibly bullish on at this point given the writing is on the wall right in front of you.
It offers global investors new access to U.S. equities, gives tokens real-world liquidity and price discovery, and accelerates the broader trend of tokenization that’s reshaping financial infrastructure. Won’t be long before the US and UK have access either.
Also, it uses our lord and savior asset Chainlink to deliver verified price data and ensure that the on-chain tokens for U.S. stocks and ETFs accurately track their real-world counterparts. Tokenization is spreading fast friend, don’t be the guy in 10 years who looks back and says “I should’ve listened and just bought”.
Make sure you are positioned to benefit.
Tuesdays post is going to be a full preview of risk on assets as well as small caps that might benefit in the coming months.
Make sure to subscribe to receive. We will talk through all of my thoughts on Solana, Ripple, Cardano, Ethereum, and more.
And guys for the love of god if you aren’t squared away on security make sure to do so before things pop off.
I use Trezor for my off exchange balance. You can cop it here. Ships quickly.
Global Intel
Trump repped the set this week by icing a drug gang boat south of the equator this week.
The U.S. military launched a precision strike this week in the southern Caribbean, sinking a speedboat tied to Venezuela’s Tren de Aragua crime syndicate and killing eleven on board.
The size lord move was presented as part of a new hard-line posture against “narcoterror” groups, with both the White House and Pentagon vowing more operations to come.
Trump released footage of the strike (as is tradition), framing it as proof of America’s willingness to take cartel threats head-on.
Defense officials followed up with stark warnings that any vessel linked to organized crime in the region could face the same fate. Caracas quickly condemned the attack, calling it a violation of sovereignty and accusing Washington of escalating tensions in the hemisphere.
Caracas out here acting like anyone ever thinks about them, let alone what they have to say lmao.
I’m all for some modern age anti piracy/drug operations with high tech military equipment, but folks should be aware this likely ups the risk factor at home for retaliatory strikes or actions especially given we KNOW these organizations operate in the US in places like Colorado, New York, and Texas.
China Show of Force
This week China staged a major military parade in Beijing to mark the 80th anniversary of the end of World War II.
The event took place on September 3rd along Chang’an Avenue in front of Tiananmen Square, with formations representing all branches of the People’s Liberation Army.
President Xi Jinping oversaw the parade, joined by a roster of foreign leaders including Vladimir Putin and Kim Jong Un, along with about twenty other heads of state. In his remarks, Xi emphasized themes of national rejuvenation, deterrence, and a firm stance on “core interests,” implicitly pointing toward Taiwan.
The parade was as much about messaging as commemoration. It showcased China’s progress in long-range strike and their next-generation technologies.
Notable displays that they included were the DF-series intercontinental ballistic missiles, updated DF-17 hypersonic systems (including a maritime variant), and a mix of swarming drones (that some folks have seen on social media), counter-drone platforms, and a directed-energy laser system. Yes lasers exist. I’m talking to you Hawaii fire deniers.
Naval aviation also ended up making an appearance, with flyovers highlighting the carrier-capable J-35 stealth fighter and the KJ-600 early warning aircraft.
Taken together, in my mind the parade signaled China’s advancements in hypersonics, unmanned systems, and strategic deterrence while highlighting this trend of a closer alignment with Russia and North Korea.
It was designed to project confidence to domestic audiences and deterrence abroad, particularly toward the United States and our allies in Asia.
Regardless of how you feel about the CCP you can’t help but notice their military parade cohesion, organization, and aura entirely mogged our own.
Xi and Putin were also caught on hot mics this week discussing the ability to live past 150+ with organ transplants lol. Xi said if you were 70 these days you are basically a child and Putin touched on recent biotech developments.
Bottom line re: this parade. Russia, China, and their allies have made a point of showing solidarity recently, which could be a sign of things to come in 2026.
Anarcho Tyranny Continues
You know it gets to a point where you just look at the situation in some of these Western countries and shrug your shoulders.
Between the US, UK, Canada, and Australia I don’t really have the words to describe the disgusting plunge we’ve taken into anarcho tyranny. A term I have talked about before in relation to the Antifa/BLM riots as well as anti immigration protests and the lunatics in our streets supporting a global intifada.
Essentially it describes a situation where the state becomes simultaneously oppressive toward law-abiding citizens while failing to control or punish actual criminals.
It is one of the most frustrating and maddening side effects of cultural marxism in which innocent people are treated more poorly than degenerate criminals.
For those of you who may have missed it, I shared it on Instagram under Arb Letter. A Canadian Police Chief is going viral on X for telling people that their best course of action if they have home intruders or a break in, is to simply roll over and take it basically.
“If you ever find yourself the victim of a home invasion, we are urging citizens not to take matters into your own hands... The best defense is to comply...”
Imagine lol.
If you come in MY home at night when my wife and kids are sleeping, all bets are off my friend. I won’t be complying lol.
And you want to hear something insane?
I haven’t been able to confirm if this press release is directly linked to THIS event (though it wouldn’t surprise me) but Canada just had a notable case where a trans-identified male by the name of Daniel Senecal, was arrested after breaking into a family's home and proceeding to sexually assault their toddler. The child will survive thankfully.
Unsurprisingly another mother in the area told the National Post that Senecal had sexually assaulted her young son in 2021. She said he was arrested, charged and after two years of court hearings was sentenced to 18 months in jail, but was released six months early, in early March (Reduxx).
Why was he released? Why is he not in a psych ward?
Are families and children safer because this gremlin is running loose on the streets?
This is what happens to a society when you allow tyrants to take over, install bureaucracy, infest local government, and work in law enforcement while entertaining radical ideology.
I don’t know how many times I have to say it but they want you defenseless and vulnerable.
And the reason is two fold.
First — they can control you with crime and criminals by instilling fear and making you docile. The Soviets did the same exact thing with prisoners, criminals, and psych ward patients.
THE government doesn’t need to terrorize you (though they will if necessary), the hordes of lunatics and criminals can. And they can do so without fear of consequences, they will be defended endlessly by woke muppets and NPCs (like the morons online defending the narco boat that got drone striked).
Secondly — it’s symbolic. What happens when one giga chad decides enough is enough and mag dumps his AR-10 into some dude who broke in trying to rob him blind or assault his family?
Well other chads see that and are inspired, they realize “hey maybe defending my family from being assaulted or killed is a good thing, maybe it’s finally time somebody FAFO”.
THAT is the one thing a tyrannical government absolutely does not want. It could start a revolution. It could inspire others. Vigilante justice is dangerous.
Only the government gets the monopoly on violence. Not you peasant!
It’s the same reason Daniel Penny, Kyle Rittenhouse, and others are so demonized in the US. The crime is finally standing up to scum that have been unleashed on you.
The criminals generally avoid all punishment or scrutiny.
Think about how bad things have to be to get to the point where some cucked out police chief is telling you the best thing you can do is comply and beg for mercy when a criminal enters your home to harm your family. Ass backwards. A perversion of all things right and good.
Then we move from Canada to the UK.
Comedy writer Graham Linehan, who is best known for Father Ted and The IT Crowd, was arrested at Heathrow this week over social media posts (yes social media posts) that authorities said crossed into incitement of violence against transgender people.
He has since been released on bail, but is also facing separate harassment and criminal damage charges tied to alleged online abuse of a transgender activist—charges he denies.
The arrest has ignited a fierce debate in Britain and across social media. Law enforcement leaders themselves have warned that the current laws leave officers caught in the middle of “culture war” disputes, with unclear boundaries between hate speech, threats, and free expression.
Public reaction so far has been split: critics of the arrest say it’s a chilling overreach against speech (which of course is an understatement), while others argue it can’t be brushed off as simple opinion, which of course is an insane position.
Then Keir Starmer throws the cherry on top deciding it’s a great time to talk about caffeine in drinks:
I won't shy away from decisions to protect kids, even if there are the predictable cries of nanny state. We're stopping shops from selling high-caffeine energy drinks to under 16s, so they can turn up to school ready to learn.
Yeah bro.
You’re much better off worrying about energy drinks than the rampant rape gangs targeting children, the nation shifting immigration, or Orwellian censorship machine.
Then you have this video the latest in a string of events in which British police harass native Brits (children) for flying their OWN flags.
The insult to the British people knows no boundaries anymore.
You have a comprehensive immigration/crime crisis, surveillance state, and people are getting arrested for tweeting.
Just a total fucking joke.
This ideology and tyranny by leftist Western governments and law enforcement is not exclusive to the UK. It is rearing it’s head in Australia, other European nations, and Canada/US.
It should be incredibly clear what we are up against at this point in time.
I will be dropping a new episode Risk On tomorrow morning. Let me know what you’d like me to focus on below:
Anyways have a good Thursday. Lots of captain insaneo stuff going on in the world but fortunately I do think our assets are about to pump.
See you guys on X and the Discord. Hopefully we get a solid day in markets. Remember to get your free crypto below with Gemini or check out their new credit card to earn crypto passively while you spend.
God speed savages
Andy
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Disclaimer - I am a former trader, enterprise sales rep, and current entrepreneur with a monkey brain. Nothing I say should be considered formal financial advice or life advice, these are my opinions - always do your own research and diligence before
I didn’t think it was possible to become even more radically opposed to gay and trans shit but here we are. This will no doubt get me on a list but since I’m already on several, if a sick trans fuck breaks into my house and proceeds to sexually assault my child, I will quite literally make him beg for death. That’s a promise