#XAU 'miners'! / NVDA day / Trump, Putin call / Israel -Iran - Yemen / BYD ! / Historical vote in Germany's Bundestag

Bundestag voting on historic financial package, Trump weighs recognizing Crimea as Russia territory in bid to end war, NVDA's Jensen Huang delivers keynote address at the AI developers conference, Iranian spy vessel sunk by U.S and China off to a very robust start in 2025
Markets : GOLD keeps on going (4K next year) dragging few others with it (pick you miners !!! Precious Metals ETF Allocations Near Secular Lows (or go via ETF's.. #GDX #SIL etc ), crude rallied last few days and copper hits $5 for first time in nearly 1 year, USD continues to underperform (U.S exceptionalism over - for now anyway), while the other side rallies, EURO (1.1200 area the initial target)and CNH (about to make a move? sub 7.22 ?)
#TSLA's supremacy is truly over, $50 next year not impossible...
BYD shares hit record high on 5-minute EV charging claims
Long/Short Hedge Funds are now the least long stocks since AT LEAST 2020 according to Goldman Sachs
Airstrikes across Gaza as Israel vows to target Hamas 'with increasing military force'
BoA's Harnett >>> Bottom line…sentiment/positioning/price signal equity correction not quite over; we say buy SPX at 5300 once BofA FMS cash surges above 4%, HY spreads approach 400bps, equity outflows accelerate."
Global Primer Series: STIR Trading - Understanding SOFR mechanics and STIR trading >>> link below, pretty goood!
UK and EU Advance Talks on Seizing Frozen Russian Assets - UK and European Union will advance talks on how to seize frozen Russian assets to jointly boost defense spending, as they seek ways to increase economic pressure on Vladimir Putin ahead of any peace talks to end his war on Ukraine/BBG
Landlocked Switzerland becomes world’s largest container ship nation
Trump authorizing his administration to immediately begin producing energy with coal