To The Moon

China's 2025 trade surplus reached a record $1.19 trillion, up 20% from 2024, with exports to the EU rising 8.4% while imports fell 0.4%, boosting the bilateral surplus by 18.1%; the surge with Germany was extreme at 108%, now comprising nearly a third of China's EU surplus, as verified by official customs data. U.S. tariffs under Trump reduced bilateral trade—exports to the U.S. dropped 20%, imports 14.6%—prompting China to redirect subsidized goods like EVs and solar panels to Europe, exploiting open markets and undervalued currency to undercut local producers. Germany's auto sector, reliant on China for sales, faces deindustrialization risks from this influx, mirroring broader EU vulnerabilities; a 2025 IMF report notes such overcapacity could erode 2-3% of EU manufacturing output ann

Here’s a clear summary of the latest CPI report (Consumer Price Index – December 2025) from the U.S. Bureau of Labour Statistics (BLS) official release: CPI details from official BLS website Summary by ChatGPT: 🧾 Headline Inflation (All Items) Monthly change: CPI-U (all items) rose 0.3 % in December 2025 (seasonally adjusted). Annual change: Up 2.7 % over the past 12 months (not seasonally adjusted), the same annual increase as in November. 📊 Core Inflation (Excluding Food & Energy) Core CPI increased 0.2 % in December and is up 2.6 % over the year. 🍎 Food and Energy Food prices: rose 3.1 % year-over-year, with food at home and food away from home both contributing. Energy index: up 2.3 % annually. 🔍 Major Contributors Shelter costs were the largest monthly contributor, increasing 0.4

My Investing Muse (05Jan2026) Layoffs, Bankruptcy & Closure news My Final Thoughts Venezuela and Greenland: Emerging Tensions It takes more than Delta Force to get the Venezuelan oil - dilution, extracting, blending, transporting, storing, sour and more. Investments are needed for hardware, software, skilled labour, maintenance, infrastructure, supply chain, management and more. Remember Afghanistan & Iran? As of 2026, Venezuela’s rare earth output is zero, with no significant processing capacity due to political instability and lack of infrastructure. Reserves in the Orinoco Arc are estimated at 300,000+ metric tons, worth $200B+. Improvements: Foreign investment (e.g., U.S. partnerships), infrastructure upgrades, eco-friendly mining tech, and political stability post-Maduro could

News and my thoughts from the past week (12Jan2026) China has 34 nuclear reactors under construction. The USA has no large nuclear reactors under construction. No power expansion means no AI expansion - X user Jason Smith. We can print money, but we cannot print energy. Collectively, the amount of Billionaire wealth that has left California in the last month is now in excess of $700B. That means the $2T of California wealth they expected to tax is now down to $1.3T and falling quickly. I would not be surprised if 2026 ended with less than $1T of billionaire wealth in California and decades and hundreds of lawsuits. - Chamath Palihapitiya Without being able to charge rates adequate enough to cover losses and to earn an adequate return on equity, credit card lenders will cancel cards for mil

Market Outlook of S&P500 (12Jan2026) Technical Analysis Overview MACD Indicator The Moving Average Convergence Divergence (MACD) indicator continues to move in a bullish pattern. Moving Averages The price action, as depicted by the candlesticks, is currently situated above both the 50-day and 200-day moving average (MA) lines. This positioning indicates a bullish trend in both the short-term and long-term outlooks. Furthermore, both the 50 MA and the 200 MA are trending upward, reinforcing the positive trend. Exponential Moving Averages (EMAs) The three Exponential Moving Averages (EMA) lines are showing a bullish outlook as they continue to fan upwards. Chaikin Money Flow (CMF) The Chaikin Money Flow (CMF) currently registers at 0.07 and is also trending upward. This reading indicates

Earnings Calendar (12Jan2026) In the upcoming week, several major companies are scheduled to report their earnings. Key players include JP Morgan, Delta Air Lines, BNY Mellon, Wells Fargo, Citibank, Bank of America, TSMC, Morgan Stanley, Goldman Sachs, and BlackRock. Let us look at Delta Airlines. Airline earnings are often called the "Canary in the Coal Mine" for the global economy. Because the industry is highly cyclical and sensitive to shifts in spending, its financial reports provide a real-time health check on everything from consumer confidence to global trade. Airline earnings act as an economic barometer. Leisure demand reflects consumer spending power, while premium bookings signal corporate confidence. Air cargo volumes track global trade

Economic Preview: Key Data Releases for January 2026 (week of 12Jan2026) Inflation Indicators The primary economic figure to monitor in the coming week is the Consumer Price Index (CPI). The previous CPI reading stands at 2.7%, serving as a key benchmark for inflation. This data point will be closely analysed by the Federal Reserve as it considers its next decision regarding interest rates. In addition to the CPI, the Producer Price Index (PPI) is another significant measure of inflation to observe. The most recent month-over-month PPI data for November was 0.3%. The PPI reflects inflation at the producer level and is often seen as a leading indicator, as increases in producer costs can eventually be passed down to consumers. Bond Market Activity It is also important to keep an eye on the

2026 Best Performing Stocks from X user the tech investor as of 11 Jan 2026. Congrats if you have them. Remember to take profits. $BKKT +63%🟢 $RCAT +49%🟢 $OKLO +48%🟢 $UAMY +47%🟢 $ONDS +43%🟢 $NVTS +42%🟢 $SNDX +40%🟢 $EOSE +33%🟢 $AEHR +32%🟢 $APLD +30%🟢 $ASTS +24%🟢 $ACMR +24%🟢 $IREN +23%🟢 $OSCR +23%🟢 $RKLB +22%🟢 $MU +20%🟢 $SOUN +19%🟢 $NBIS +16%🟢

Economic Preview: Key Data Releases for January 2026 (week of 12Jan2026) Inflation Indicators The primary economic figure to monitor in the coming week is the Consumer Price Index (CPI). The previous CPI reading stands at 2.7%, serving as a key benchmark for inflation. This data point will be closely analysed by the Federal Reserve as it considers its next decision regarding interest rates. In addition to the CPI, the Producer Price Index (PPI) is another significant measure of inflation to observe. The most recent month-over-month PPI data for November was 0.3%. The PPI reflects inflation at the producer level and is often seen as a leading indicator, as increases in producer costs can eventually be passed down to consumers. Bond Market Activity It is also important to keep an eye on the

This article is released by MorningStar on 31Dec2025. This is not financial advice. Please do our due diligence. 10 Best Stocks to Buy Now—January 2026 The 10 most undervalued stocks from our Best Companies to Own list as of Dec. 30, 2025, were: Campbell’s CPB Coloplast CLPBY Clorox CLX Yum China YUMC Constellation Brands STZ Zimmer Biomet ZBH Tyler Technologies TYL Ambev ABEV Diageo DEO Dassault Systèmes DASTY Here’s a little bit about why we like each of these companies at these prices, along with some key Morningstar metrics. All data is as of market close on Dec. 30. Here are 3 of the write-ups from the same Morningstar article. Personally, I do understand the criteria used and I may avoid some these companies. Campbell’s Price/Fair Value: 0.47 Morningstar Uncertainty Rating: Medium Mo