The first big financial story today is about how precious metals got a solid beat-down on the Futures market ahead of the open. Despite the claims of some on YouTube (cited in our unusual Sunday report), in economics life is always about The Counter-Argument.
You don’t find out before The End – and usually that’s too late to make a buck.
Sunday, the basic vibe claimed “JP Morgan has been slamming down silver for years but now have gone long ahead of Chinese silver restrictions at New Years.”
This morning, the Bigs are trying to bottle up the PMs again: Gold was down more than $94, silver had been whacked $2.24 and platinum was briefly showing down $156, which is a fall of more than 6 percent.
So, what’s going on? Well…you got me. Far above my pay grade – and yours, too.
Thing is, the financial sorts don’t like airing too much of their dirty laundry in public but with the stock prices flat to a touch down ahead of this morning’s trade report (and Housing tomorrow, don’t forget), the real story of inflation and how a possible “hyperinflating away the National Debt” problem remains cloaked in mystery.
My sense (and this ain’t advice)? I think the Bigs have run down silver to sucker in the shorts so they can get long themselves. But that’s just a “you know what” and everyone has one of them… To us, betting on prices going down while the nation’s on the verge of hyperinflation, just doesn’t make sense.
Reminder: The Case-Shiller Housing number is the 900-pound gorilla – and that’s tomorrow.
Teletypes and RSS Feeds:
Come on, pal! Surely you didn’t expect the Reign of a Thousand Year Peace to break out this weekend, did you? Pah-leeze!
Serial Ukraine Meetings haven’t hatched a breakthrough, yet. But everyone wants to be involved: US and Ukraine ‘a lot closer’ on peace deal, Trump says after meeting with Zelensky. Leaving the Z-man to roll switch Zelenskyy says Ukraine wants 30-50-year security guarantees from US, And Europe, quickly fading from international “mattering” elbows in, too: European leaders join Trump-Zelenskyy peace talks as land disputes linger. This last, is a bit hard to read: For their economy, Europe needs a war. For their urban survival, they don’t. Anyone having fun, yet? For now, no deals.
Next War Ponder is Iran. But you can’t talk Iran, unless you talk Gaza. So… (at least officially): Netanyahu and Trump to meet in Florida to discuss second phase of Gaza ceasefire. But the real problem isn’t Gaza anymore: It’s what to do about Iran funding attacks on Israel. Oh, and upping arms: Iran develops unconventional missile warheads with chemical and biological payloads.
We have told you for a long time that we suspect Iran’s nuclear program was not completely destroyed as the “narratives” suggested. And we expect that Iran would place its program in (or directly adjacent) to big population centers on a “human shields” play. Which may explain why Iran is now saying it won’t be held to the 2016 Joint Comprehensive Plan of Action (JCPOA) which set up inspections. Essentially telling the U.N. to take a hike as Tehran rejects Guterres report as ‘baseless’.
If this looks like a witches brew fraught with danger? Good call! Iran Rejects Inspection Calls Before IAEA Clarifies Stance on Attacks on Nuclear Sites. Iran’s building bio-weapons by their own admission and now telling the world, in so many words, that the UN and Resolution 2231 be damned, they’re up-arming for another attempt on Israel.
The War for Space and Dial Tones
With all this talk about war, we have to wonder about the defense aspects of, oh, Starlink and maybe Jeff Bezos’ Blue Origin? Blue Origin hires ULA CEO Tory Bruno for national security unit. Hmm… Leaves us wondering which Big U.S. Defense company will make Bezos an “offer he can’t refuse? Let’s pencil this out, remembering Blue Origin is a) close to Bezos’ heart but b) everyone needs an exit strategy. So who might be big enough?
Tier 1: Fully Capable, Plausible Buyers
1. Lockheed Martin *Market cap: ~$110B
- Deep DoD + space dominance (missiles, satellites, hypersonics)
- Strong incentive: reusable launch + cislunar logistics
- Cultural issue: Blue Origin’s slow cadence clashes with Lockheed’s risk posture
2. Northrop Grumman *Market cap: ~$70B
- Already builds solid rocket motors, nuclear command infrastructure
- Strategic fit: launch + national security payloads
- Most quietly plausible acquirer
3. RTX *Market cap: ~$150B
- Cash flow monster, deep Pentagon trust
- Less launch-centric, but strong space systems + sensors
- Would likely prefer a JV or minority stake, not full ownership
Tier 2: Capable but Strategically Awkward
4. Boeing *Market cap: much lower than historic norms – but who knows now?
- Already tangled with Starliner and NASA credibility issues
- DOJ, FAA, and cultural problems make this unlikely
- Politically sensitive consolidation risk
5. General Dynamics *Strong balance sheet
- Focused on submarines, armor, IT
- Weak space DNA ? poor cultural match
Tier 3: Financially Capable but Politically Implausible
6. L3Harris
- Strong electronics + space payloads
- Too small for full acquisition
- Possible asset buyer only
Why SpaceX Is Not a Buyer
- Direct competitor
- National security conflict
- Antitrust nightmare
- Elon–Bezos rivalry makes it impossible
We just love to sit around Monday and speculate on who’s going to make a run at whom…
Now let’s switch to “Dial Tones in Space” Seems there are plans afoot for SpaceX and others to launch their own global cell phone services. Which reminds us the ATT/Lumen deal should close shortly. We trust you remember that AT&T announced back in May it was acquiring Lumen Technologies’ (formerly CenturyLink) mass-market fiber business for $5.75 billion. In play are roughly 1 million customers and significant fiber assets in 11 states, with completion pending regulatory approval. So, squinting just so, you can see the “air game” and the “ground games” shaping up in cellular football.
The end of copper in the ground? Well, that’s out there and maybe that figures in copper futures down today – can’t really say.
Around the Ranch: Prime (Rib) Time
We’re going to do our best to “live like we’re rich in ’26.” And nothing better marks an occasion than a kick-ass meal. Super protein and missing carbs. Paleo to the max.
Sunday around here, we often get into foodery. Instead, though, a sideways into time, math, and why humans insist on arguing with inanimate objects like ovens and calendars.
Somewhere between talk of (flake or rock) salt (dry brining) and New Year’s logistics, I realized I hadn’t actually looked at the label in a few days. So I did. Seven point five six pounds. Not an estimate. Not a “looks about right.” Seven point five six, printed in ink, bold as a sermon. Might hold the two of us and provide leftover Stroganoff.
A roast that size is not impressed by urgency. It does not care that it’s New Year’s Eve or New Year’s Day. It does not respond well to panic, optimism, or last-minute “we’ll just see how it goes.” Seven and a half pounds of prime rib wants time. Preferably a lot of it. Preferably starting the day before, when the salt goes on and everyone stops interfering.
Meat physics is our special study now: Cold beef into a hot oven is how you get gray rings, disappointed Elaine saying “next year let’s do ham” in a tone that suggests utter science failure on my part.
The beauty of a seven-and-a-half-pound roast is that it sits right in the Goldilocks zone. Big enough to forgive you. Small enough not to punish you. You can slow roast it. You can reverse sear it. You can finish early and let it rest while far too much wine is consumed.
I should have gotten it from freezer to fridge on Sunday. But Monday is when I remembered. The roast? It only cares about temperature, salt, and patience. Three things my “mirror guy” routinely under-allocates.
There’s a lesson hiding here, which is why this is a ranch sermon instead of a recipe. Labels matter. Numbers matter. When you know the real size of the thing you’re dealing with, decisions get easier . No, make that accurate. When you guess, you improvise. When you improvise, you invite chaos. Chaos is fun in novels. Less so in kitchens.
I’ve always had an uneasy relationship with time. And Prime Rib is one of those areas. You can’t rush it. You can’t nag it. You mostly have to get out of its way and let time do what time does best.
4 1/2 to 5 1/2 hours at 230F with a quick flash at 500 for reverse sear? That should work.
Today I start my Priet. (Pre-emptive Diet). If – like us – you’re planning to start the New Year with a new and improved feed bag on, might want to give it a try – especially if you’ve been reading LOOB’s recipes in the Comments section of late. As your cari9dologist first, though.
Write when you get rich,
George@Ure.net
Yo Dog,
You are on the scent my good Man, no not the smell of Crypto, the better heath thru better diet “trail”. Good for Youse !
First thing I saw this AM when logging into yahoo finance was article on 7 natural “superfoods” for longevity. Is lamestream media picking up on the MAHA movement? I guess one can only hope so..
Personally I am going down the Nootropic road to Weight/Diet Mgt. I am adding one Small molecule drug (nootropic) to my slow-mo/subtle Visceral Fat mgt program (5xWk AOD-9604 peptide). Exercise and diet restriction is key to getting most out of AOD-9604, but Im Hungry Man!
Becauae I am also on the nightly Wolverine Stack (BPC157/TB500) called wolverine blend due its remarkable HEALING properties..like Marvel’s Wolverine character who can heal any flesh wound.
As for the small molecule drug, start paying attention here Beefeater..Tesofensine. I got 500mcg tabs(for Experimental porpoises – but am going to cut in half for initial dosing protocol for 3 days. Many “Experimenters” have reported that Mind is supercharges.super clear, take in morning to avoid laying in bed wide awake. Also many reports of “experimenters” no longer being able to Smoke da Ganja…arrrrgggggH! not a side affect I want by any stretch.
There is some very interesting research/study results from earlier drug trials done with Tesofensine and Alzheimer’s..very interesting. They had to stop the studies as patients were losing too much weight.
BCPs’ interest lies solely in Body Contouring..solely.
Prophet taking in Silver – still wanna trade moves. As BCP long March strikes – will be SELINLING against Longs in Jan & Feb strikes, as BCP starts collect his Time Premiums back .
I smell Hunt Bro spirits afoot Kemosabe..best keep an eye out, ya never know who is behind whom in these times of severe PM market stress.
* One could assume everyone on this site/community has a little Phyz Silver, after all the years of encouragement from the community. Then again observing participant behavior regards digital tulips, I guess hlf of Ure readership is kicking themselves AGAIN..duh-ooh!
BCPs’ fav Silver pennystock that is already starting to ring ? Silver One Resources- mentioned previously – not advice, this is an Eric Sprott longterm investment. I am long this badboy -jss.
Yo Dog,
You are on the scent my good Man, no not the smell of Crypto, the better heath thru better diet “trail”. Good for Youse !
First thing I saw this AM when logging into yahoo finance was article on 7 natural “superfoods” for longevity. Is lamestream media picking up on the MAHA movement? I guess one can only hope so..
Personally I am going down the Nootropic road to Weight/Diet Mgt. I am adding one Small molecule drug (nootropic) to my slow-mo/subtle Visceral Fat mgt program (5xWk AOD-9604 peptide). Exercise and diet restriction is key to getting most out of AOD-9604, but Im Hungry Man!
Becauae I am also on the nightly Wolverine Stack (BPC157/TB500) called wolverine blend due its remarkable HEALING properties..like Marvel’s Wolverine character who can heal any flesh wound.
As for the small molecule drug, start paying attention here Beefeater..Tesofensine. I got 500mcg tabs(for Experimental porpoises – but am going to cut in half for initial dosing protocol for 3 days. Many “Experimenters” have reported that Mind is supercharges.super clear, take in morning to avoid laying in bed wide awake. Also many reports of “experimenters” no longer being able to Smoke da Ganja…arrrrgggggH! not a side affect I want by any stretch.
There is some very interesting research/study results from earlier drug trials done with Tesofensine and Alzheimer’s..very interesting. They had to stop the studies as patients were losing too much weight.
BCPs’ interest lies solely in Body Contouring..solely.
Prophet taking in Silver – still wanna trade moves. As BCP long March strikes – will be SELINLING against Longs in Jan & Feb strikes, as BCP starts collect his Time Premiums back .
I smell Hunt Bro spirits afoot Kemosabe..best keep an eye out, ya never know who is behind whom in these times of severe PM market stress.
* One could assume everyone on this site/community has a little Phyz Silver, after all the years of encouragement from the community. Then again observing participant behavior regards digital tulips, I guess hlf of Ure readership is kicking themselves AGAIN..duh-ooh!
BCPs’ fav Silver pennystock that is already starting to ring ? Silver One Resources- mentioned previously – not advice, this is an Eric Sprott longterm investment. I am long this badboy -jss.
For those not yet using ai to research///
What “Wolverine Stack” / “Wolverine Blend” Usually Refers To
In fitness / peptide/anti-aging communities, the “Wolverine Stack” (also sometimes called “Wolverine Blend”) generally refers to a combination of two peptides:
BPC-157 — a short peptide derived from a protein in gastric juice
TB-500 (Thymosin Beta-4) — a naturally occurring peptide fragment
People use the term “Wolverine” because these peptides are often discussed in the context of recovery, repair, and regeneration, loosely alluding to the comic-book character Wolverine’s healing abilities.
What Each Component Is
BPC-157
Short peptide, 15 amino acids long
Derived from Body Protection Compound (BPC) found in gastric juice
Popular in some fitness circles for claims around tendon, ligament, and muscle support
TB-500 (Thymosin Beta-4 fragment)
A fragment of a larger protein found in nearly all tissues
Discussed in communities for potential effects on cell migration and tissue remodeling
Why They Get Paired
In community talk, they are paired because:
BPC-157 is often said to act locally (e.g., tendon/ligament areas)
TB-500 is said to act systemically (bodywide tissue effects)
Together they’re described as a “stack” to cover both local and systemic regeneration/recovery pathways — hence the “Wolverine” nickname.
Important Safety Notes (Not Medical Advice)
Neither BPC-157 nor TB-500 is approved by the U.S. FDA for therapeutic use.
Research in humans is very limited; most data are animal or early-stage.
Products sold online vary widely in quality and purity.
re: “Vanilla Sky”, 14/12/2001
feat: “The Seine at Argenteuil”, Monet, 1873
Nassau Street in New York’s financial district is named in honor of King William III, a member of the Dutch-German House of Orange-Nassau according to ChatGPT. The “Wikipedia” entry about the former home of the Fourth National Bank at #20 Nassau Street only warrants a woodcut-engraved image and a one-line mention about the Panic of 1873.
Meanwhile across the pond, Claude Monet chilled on home turf northwest of Paris painting a future masterpiece, “The Seine at Argenteuil”. The commune of Argenteuil takes its name from a Roman-Gaulish combination meaning “silver place” (because of light reflections upon water).
The dreamy 1997 Spanish film “Open Your Eyes” co-starred Penelope Cruz is said to draw from “Life is a Dream” authored by Pedro Calderon de la Barca published in 1636. Moscow features in the intrigues between a Polish King and his heir.
Ms. Cruz reprised her 1997 film role in “Vanilla Sky” of 2001 starring her future beau, Tom Cruise. The film takes its name from Monet’s 1873 Argenteuil masterpiece. The dreamy 2001 flick introduces viewers to a “Life Extension” enterprise. Apparently the movie ends with scene of an eye opening.
Will the world keep turning? The ayes have it.
I’m quite curious about this. I’ve not had time to fully explore these, and other peptides. Unless injected or a patch, I don’t see how they survive oral administration and gastric digestion. Polymeric carriers might help, if available on the open market. This is especially important for time release of peptides and peptide hormones. There are prosocial peptides I’d be interested in for myself, but accessibility, administration and time release are issues for me.
Oral admin is tough – pharma whores be working on it- they got a new formulation down for GLP-1 “drug” – Semaglutide, very powerful, with some very nasty side effects. On the ohter hand – it is a wonder drug for morbidly obese, diabetes suffers/cardiac patients, etc.
The Mental/Brain Peptides are truly exiting to my aging eyes. Russians have done extensive work /study on Selnak & Semax stack for years – years/extensive. This stack is available in Nasal Spray and as Injectable.
The above brain stack is stage 3 for my annual plan. After completing that this Spring, I will cycle back on the Power Stack – CJC-1295/Ipamorline Stackin the Summer. I get an almost anabolic response from the CJC-1295& Ipamorline No DAC stack. DAC is drug that way extends the effective life span of peptides.
* Injections are self administered into belly region (Pinch an Inch, Alcohol swap it, dart that lil needle into pinched inch. Easypeasylemonsquessy.
G-Man Thanks for the clarification and update
Palantair with Clown bucks says I – Thiel wants to rule the world.
In all his videos Jon AG “Asian Guy” is wearing the same shirt. Look closely at his hair, in every video the hair is exactly the same, not even the slightest variation.
He is not human. He is not real.
Some real people have only one image, but John Asian Guy is definitely an AI image. He has a lot to sell and his info seems accurate, though he’s selling one perspective alone. I suspect that he’s generally right, with an agenda. What I wonder about is how he’s financed – making those videos is a great deal of work, even if it’s just scrying the information and writing it down for the AI to speak. I wonder if a single individual could do it, or if it’s sponsored by an interest group, like China or JPM.
John Rubino: Is Asian Guy a False Flag?
Why now? Who are these people? And how are they suddenly able to produce a tsunami of riveting content?
Gold stock analyst Don Durrett just posted an interesting explanation:
https://www.howestreet.com/2025/12/is-asian-guy-a-false-flag/
re: AG, Augusta Saxe-Gotha?
feat: channeling via ‘radiant sage of the people’ empirical cousin?
JC,
Total guess here, but you’ve got me thinking of former PM Trudeau flying to India with the family and dressing in their ethnic garb. As chance would have it, apparently the additional Trump Admin. fee on a H1-B visa jumps by $100K effective January 1, 2026.
Princess Augusta of Saxe-Gotha was the widowed mother of the future King George III who guarded his interests as a minor through the 1750’s following his father’s death. The city of Augusta, Georgia is named after her. It seems the locale’s Civil War gunpowder factory remnants of the confederacy are a tourist attraction now.
Sell Mortimer, sell. Lots of commotion, mostly overnight. Are we having fun yet?
ATL : Yesterday we saw low 60s F then snow in the am. So far we received more than what was rumored to shutter Manhattan on Friday. If, a big if, the wind sets down I may scoot some snow. The assisted living where my sister is a temp. has Covid running around. The only real reason to travel tomorrow (her Dr appts) are scrubbed.
I have three days to shovel before E2 and family roll in (we hope). Need to bring the sled down from the pole barn. Bet E3 can persuade E2 to be a draft animal!
Stay warm, E
YEAH!
Silver –
Don’t forget every time a missile pops a monster box drops:
“China has launched live-fire military drills around Taiwan, simulating a blockade of its ports. This move has drawn condemnation from Taiwan, which accuses Beijing of “military intimidation.” “
Watch after 13:34 is it true? Silver
https://www.youtube.com/watch?v=T6ZYyxuPjT4
Comrade G,
guess what is for dinna tonight?
Thats is correct..if you said blackened chicken kiev.
I think that entree will pair nicely with a Hazelnut Sauce and Russian vodka.
Although dont think Poooters is in any kinda mood for a Peace of blackened chicken, after ukeies spent several hours last night attacking one of his residences i n Novogorod region.
Frigging geniuses didnt think all such residences would be under Panstir & or S400 protections ? They coldly calculated this would incite Pooterz – what they didnt calculate correctly was the extent of the coming retaliation tonight.
Stand by..
Natasha – lookski at the desperation on penis face, betcha he wishes he could go back to just being a Gay dick playing the piano on Nat TV talent show. At least he has one..talent that is.
Pete was right…
https://petergrandich.com/pete-speaks-12-29-25-100pm-est/
JC
Very GOOD CATCH… You cannot trust anything… SAD BUT REAL… Looks like it is time for me to go HOME. Humanity has difficult challenges ahead.
BE WELL
Jon AG “Asian Guy” also speaks German fluently.
https://m.youtube.com/watch?v=zP5LsknJ7vw
This is an informative and interesting article on A.I. and how to clean-up and even delete your chats with several of the largest /most used A.I.’s.
[ and why should and the consequences if you do.] A good read – reference material.
/https://www.msn.com/en-us/news/technology/your-chatbot-keeps-a-file-on-you-here-s-how-to-delete-it/ar-AA1SOLIl?ocid=winp1taskbar&cvid=846bd360ad134706a9e11b0a618aaacf&ei=89
bachman turner overdive song for dopamine freak zombie investors .. ” bb bb baby you aint seen nothin yet ” give me that beautiful USD . patriots from down under , rally , unite !!!
(“Around the Ranch: Prime (Rib) Time
We’re going to do our best to “live like we’re rich in ’26.” And nothing better marks an occasion than a kick-ass meal. Super protein and missing carbs. Paleo to the max.”)
I believe I’m going to do the same..thank jesus…I’ve been running my butt off doing an hour here an hour there..no money in it and huge travel expenses.. just to keep my head above water with escalation of expenses and no increase in revenue.. got a call this morning.. a person quit and gave their notice for the one place that I could work a couple days a week and be able to get sleep..and h my god.. its a couple blocks from us and perfect… I cannot tell you all just how much this gives me relief.. ten bucks an hour but its steady and no travel expenses..to say I’m deliriously happy is an under statement..
No more eighty hour work weeks…I discovered twenty six hour days just doesn’t work for an old man anymore.. now sleep until I wake up and spend time with my honey..the other huge deal is Japanese white bread.. made it to see how that recipe works and dam its looking good..now to whip up the buffalo berry wine..
hugh hendry the genius Scot i follow . he says whats the use of playing if the other guys dont play fair . absolute joke da boyz and their facist emperors . hey elon , jensen , bezos , suckerberg , where are yah ? workin hard eh ? yeah right
“Oh, and upping arms: Iran develops unconventional missile warheads with chemical and biological payloads.”
So?
Iraq had hundreds of tons of BC weapons and thousands of missiles set-up as delivery vehicles.
But “Iraq had no WMDs.”
If a source is to be credible, it must also be consistent.
So, which is it? Did Iraq have WMDs, or are BC weapons in the hands of Iran, not WMDs, and of no concern…?
Silver is rebounding this morning. Don’t bet money you can’t walk away from.