Energy Secretary Chris Wright exposes the hidden costs of the US grid. He details how renewable subsidies and nuclear regulations drive inflation, advocating a "humans first" strategy to power the coming AI revolution through natural gas and innovation.
Ukraine’s financial lifeline is fraying. With US support stalling and the €90bn EU loan deemed high-risk by investors, the burden shifts to Berlin. Germany now faces significant economic liability as the primary underwriter for Kiev’s continued war effort.
Peace remains elusive in Niall Ferguson’s 2026 forecast. He argues we are entrenched in "Cold War II"—a structural rivalry between the U.S. and China driving conflicts from Ukraine to Taiwan. Expect continued instability and proxy wars rather than global unity.
While investing lessons remain constant, market leaders rotate ferociously. The 2025 landscape highlights a resurgence in commodities, a shift in the AI trade from chips to power, and a historic divergence between small caps and international markets.
China quietly pumped $140B into its economy while regaining 14-20% of Bitcoin's hash rate despite the 2021 mining ban. Hong Kong insurance firms may soon allocate $82B in capital to digital assets, creating new pathways for Chinese money to flow into crypto markets.
![Why 2026 Will Be a Good Year to Sell [Not Buy]](/content/images/size/w1304/format/webp/2025/12/why-2026-good-year-sell-not-buy-market-outlook.jpg)
Fed policy shifts and market dynamics are positioning 2026 as a strong year for profit-taking rather than new investments. With dovish monetary policy, renewed QE measures, and bullish Wall Street projections forecasting S&P 500 gains up to 16% in 2025.
AI-driven job cuts threaten the passive investing system fueling market growth. 78,000 tech jobs lost in early 2025, with 85 million more at risk globally. As 60% of equity funds flow passively into index funds, reduced worker paychecks could disrupt the $30 trillion retirement system.
Fed data shows U.S. CPI falling below expectations while Trump signals $1,000 stimulus checks by March 2026. With S&P 500 hitting daily highs but crypto stagnant, analysts see a major rotation opportunity brewing as investors may soon seek higher-risk assets.
Pierre Poilievre outlines his vision for Canada's future, addressing the housing crisis that's left young Canadians unable to afford homes. He discusses government's role, economic recovery, and solutions for 'generation screwed.'
The U.S. dollar plunged 8% this year—its worst performance since 2017. With the Bloomberg Dollar Spot Index down 0.8% this week, analysts warn that Fed rate cuts and weakening economic data could trigger a global currency crisis in 2025.
$30.5 billion in U.S. Treasury trades failed to settle in December - the largest delivery failure since 2017. Fed's reduced bond purchases created severe supply shortages in the $38 trillion Treasury market, threatening economic stability and potential crashes.
Financial markets today mirror 1929's euphoric speculation in unsettling ways. CNBC's Andrew Ross Sorkin spent 8 years researching his new book, uncovering never-before-seen Fed documents about how the crash became the Great Depression.
Despite rate cuts, markets hit records as $15 trillion in global liquidity floods the system. The Fed's real mandate has shifted to financial stability over inflation targets, while gold posts best year since 1979 amid central bank buying spree.
Despite 2025's chaotic feel, market patterns remained historically normal. Looking ahead to 2026, 57% of investors fear a tech valuation collapse, while small-caps trade at attractive levels and record cash sits sidelines. The robust economy faces skepticism.
Palladium's shocking 18% drop mirrors patterns seen in gold's October correction. Despite the dramatic pullback, the metal remains above key support levels, suggesting this may be normal bull market behavior rather than a trend reversal.
As Reform Party leads polls at 30%, PM Keir Starmer accelerates policies reversing Brexit by stealth. UK farmers face inheritance tax changes and EU regulations, fishing rights negotiated away, and a $40bn US tech deal paused due to Britain's return to EU frameworks.
