| | Good Friday — here's what actually matters today. | The ghosts of 1999 are haunting the holidays. As the S&P 500's valuation metrics climb to levels seen only once before—at the peak of the Dot-Com bubble—insiders are quietly exiting the building. Yet, in the midst of this fragility, a new "Trillion Dollar" asset class is preparing for liftoff, and nations are racing to secure the "Red Metal" needed to power it. |
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| π The "Everything Bubble": Insiders Flee Before 2026 | | The "Smart Money" has effectively left the building. The S&P 500's Shiller PE ratio has climbed to 40.1, a level seen only once before in history: the absolute peak of the Dot-Com Bubble in 1999. While retail investors chase the year-end "Santa Rally," corporate insiders are aggressively selling. The Insider Buy/Sell Ratio dropped to 0.29 in late 2025—well below the long-term average—signaling extreme executive caution. The market is currently running on pure retail liquidity and "Greater Fool" theory, setting the stage for a mean-reversion event in Q1 2026. |
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| | | | (Sponsored by Stansberry Research) | Over the past 25 years, I've made it my mission to speak up when something feels off in the markets. | A month before the dot-com bubble burst, I published a warning essentially saying: "This can't last." | In 2008, I rang the alarm on housing calling the fall of Bear Stearns and Lehman Brothers. | But what I see happening right now... it's much bigger. | Some are even calling it, "The bubble to burst them all." | And that's why I've stepped forward in a way I never have before... to show you exactly what's coming... and how to stay on the right side of it. | Click here to see the full details while there's still time. | |
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| | π Starlink Eyes $1 Trillion Valuation for 2026 IPO | | Space is no longer a frontier; it is a utility. SpaceX is reportedly finalizing plans for a 2026 spin-off IPO of Starlink, with bankers pitching a valuation range of $800 billion to $1.5 trillion. This would potentially be the largest listing in history. With over 9,000 active satellites in orbit and revenue projected to hit $22 billion+ in 2026, Starlink has achieved "escape velocity." It has effectively monopolized low-Earth orbit connectivity, pivoting from consumer internet to lucrative government defense contracts. |
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| | | | (Sponsored by Brownstone Research) | Every week Elon Musk is sending about 60 more satellites into orbit. | |
Tech legend Jeff Brown believes he's building what will be the world's first global communications carrier.
| He predicts this will be Elon's next trillion-dollar business. | And when it goes public, you could cash out with the biggest payout of your life. | Click here to get the details and learn how to claim your stake starting with just $500. | |
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| | π€ Sovereign AI: Nations Spending $100B on Compute | | Data Centers are the new "Nuclear Silos." We are seeing a shift from "Corporate AI" to "National AI." The UAE, Saudi Arabia, and France are mobilizing sovereign wealth to nationalize AI infrastructure, treating compute power like energy or water—a strategic resource that must be owned by the state. France alone unveiled a €109 billion investment plan to build "Sovereign AI" clusters. Following the lifting of U.S. export bans, Gulf states have secured orders for thousands of Nvidia Blackwell GPUs. Reliance on American tech giants is now seen as a national security vulnerability. |
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| | πΊπΈ The "Trump Shock": Tariffs & The Debt Ceiling | | The "Trump Trade" is morphing into "Trump Volatility." President-elect Trump rocked markets this week by reiterating plans for a 25% universal tariff on Mexico and Canada, explicitly linking trade access to fentanyl control. Simultaneously, he demanded Congress abolish the debt ceiling entirely before he takes office. This mix of protectionism and fiscal brinkmanship is re-circulating "End of America" warnings in institutional circles. The market is realizing that 2026 will be defined by a collision between populist economics and the bond market's tolerance. |
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| | | | (Sponsored by Porter & Co.) | Bombshell confession from America's leading financial forecaster: | Last year, we met at Mar-a-Lago and I believed the plans he shared with me to revive our country… but I was dead wrong, because Trump just unleashed an unstoppable event that could destroy America… | | Time is running short to protect yourself | |
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| | 𧱠Copper Breaks $12,000: The "Red Metal" Shortage | | There is no AI revolution without Copper. Prices surged past $11,950/tonne this week, with J.P. Morgan raising its Q2 2026 target to $12,500/tonne. The market faces a structural deficit of ~450,000 tons in 2026, driven by the "triple threat" of AI data centers, EV grid upgrades, and military rearmament. Physical inventories on the LME have hit critical lows, creating a "backwardation" structure where traders are paying massive premiums for immediate delivery. |
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| | π§ What This Means | For Markets: The Shiller PE at 40.1 is a "flashing red" signal. The risk/reward for broad indices is poor; cash and specific commodities (Copper) offer better safety. For Tech: The Starlink IPO will be the financial event of the decade. It validates the "Space Economy" as an investable sector, not just a billionaire's hobby. For Policy: Expect turbulence. Trump's tariff threats are inflationary, which clashes with the Fed's rate-cut goals. 2026 will be volatile.
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| | π Insight | The theme of 2026 is "Disconnect." Stock valuations have disconnected from reality (PE 40). Starlink has disconnected from terrestrial limits. Nations are disconnecting from global reliance (Sovereign AI). When systems disconnect, they either crash or fly. |
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| | POLL — Which "Disconnect" resolves first? | |
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