br9i

[The Kobeissi Letter @KobeissiLetter]

Markets in Taiwan and South Korea are experiencing unprecedented inflows:

Total equity fund inflows into Taiwan have risen to +155% of assets under management (AUM) since January 2024, the largest among all global markets.

South Korea has followed closely, at +150% of AUM over the same period, tripling so far in 2026.

Both are now running at least +500% above every other market.

South Korea also leads all markets with +45% of AUM in inflows year-to-date.

This is followed by Brazil, at +25%, and Taiwan at +18%.

Capital is flooding into Asia at an unprecedented pace.

[br9i @y9bb29]

https://t.co/45yELpFMRM

[Andrew Feinstein @andrewfeinstein]

‘How safe can visiting fans really feel, the presenter might ask, in a country where the authorities are unable or unwilling to prevent them from being shot dead on any day of the week in a mall, in a gay nightclub, in a church, synagogue, mosque, or anywhere else? And how safe are visiting Black fans (those lucky enough to get visas) in a country with shocking levels of racist police violence?
“How could visitors really feel comfortable enjoying a sports festival in a country where, on any given day, there 2 million people are behind bars, more than half a million are homeless, and 41 million face hunger—in the world’s richest country, which spends more on arming its military than the next nine countries combined (and which has shown an unfortunate willingness to unleash that military abroad to disastrous effect and with scant regard for international law)? A country where one in six women has been raped or sexually assaulted, but where legal protection of women’s bodily autonomy is being systematically eroded…’https://t.co/OEhXPwImtm

[Financial Times @FT]

MBZ, the Emirati sheikh who shook up the Gulf https://t.co/MGubK5GeTd

[Jordan @GainsOnPaper]

🚨 ANTHROPIC JUST SURPASSED OPENAI IN PRIVATE MARKET VALUATION

Anthropic: $863.6B
OpenAI: $846.1B

Massive shift at the top of the AI race.

[Alexander Dugin @AGDugin]

Netanyahu is real Hitler, Trump is just Mussolini beside him.

[Daniel Romero @HyperTechInvest]

$GOOG is only $0.5T away from surpassing $NVDA

Crazy how fast narratives can change

A year ago, $NVDA was expected to dominate every aspect of AI, while $GOOG was seen as vulnerable to disruption from AI

Now it’s $GOOG that is eating into ChatGPT’s share, and the Street views it as being at parity with $NVDA when it comes to hardware

I think both still have upside left for the year, but the Mag 7 is not where I’d look for opportunities at the moment

[Under Secretary of State Jacob S. Helberg @UnderSecE]

Worth marking the historic weight of this moment: Qatar joined Israel as our second partner in the Middle East to enter PAX SILICA.

None of this would have been possible without President Trump’s and Secretary Rubio’s leadership. President Trump’s leadership and pragmatism has changed this region and the world. We are witnessing the transition of this region from a security order based on oil, to one anchored in Silicon Statecraft.

PAX SILICA does not follow traditional alliance geometries. It is not a rigid ideological bloc. As we look at the signatories—Japan, South Korea, Singapore, the United Kingdom, Australia, Israel, and now, Qatar—we see a “Coalition of Capabilities.”

We are gathering the nations that possess the capital, the industrial capacity, and the strategic will to secure a technological future defined by economically sovereign strong nations.

https://t.co/b7se5ZgqTm

[Chamath Palihapitiya @chamath]

Merry Christmas!! 🎄🎁 🎊

[Top Stock Alerts @TopStockAlerts1]

$VIX Investors are keeping an eye on discussions around U.S. President Donald Trump’s budget bill as some Republicans said they wouldn’t support the bill without larger deductions for state and local taxes. The bill could increase the U.S. government’s deficit by trillions at a time when fears of a flare-up in inflation due to Trump tariffs are already weighing on bond prices and boosting yields.

“While the selling of U.S. Treasuries in the immediate aftermath of the Moody’s downgrade was relatively modest, Treasury yields have climbed steadily since the end of April as budget negotiations have come to the fore,” wrote Mark Haefele, UBS Global Wealth Management chief investment officer, in a note Wednesday. The Republicans’ bill “is expected to add trillions of dollars to the country’s [$36 trillion] deficit over the next decade. This will likely lead to an increase in the supply of Treasury debt, exerting pressure on the bond market.”

[br9i @y9bb29]

@DavidSacks Universal basic truth UBT

[br9i @y9bb29]

@MarioNawfal The red tie says it all 🤣🤣🤣

[Streetinsider.com @Street_Insider]

Is there an equity raise in Boeing’s future?
https://t.co/IzM4kugg9T

[Energy Intelligence @energyintel]

The US and Saudi Arabia are 'very close' to a security deal, but its fate remains hostage to the Israel-Palestinian conflict... https://t.co/lsVf3Zj9RR
#foreignpolicy #SaudiArabia #USA #Israel #mideast #securityrisk #israelsaudi #normalization #geopoliticalrisk

[Seyed Mohammad Marandi @s_m_marandi]

What did this girl do to Trudeau? How did she hurt Sunak? What threat did she pose to Macron? Is it her dark skin that angers Scholz? Why does @nytimes lie about October 7 to help "justify" her murder? Why do they support the #GazaHolocaust? Why are they so evil?

[Bitcoin.com News @BitcoinNews]

The Russian leader claimed the majority of the world still "upholds moral norms and social principles" and is opposed to the West's neo-colonial ideology. #russiasanctions #commodityexchange https://t.co/3OGICs2vk9

[𝕊𝕡𝕣𝕚𝕟𝕥𝕖𝕣 𝕻𝕣𝕖𝕤𝕤 @SprinterPress]

Former Iraqi Prime Minister Nouri Al-Maliki:

“ISIS is an American creation created in the squares of Al Anbar and directed by the US administration as punishment against the Iraqi people.”

[Visegrád 24 @visegrad24]

BREAKING:

The UAE, Saudi Arabia, Ethiopia, Egypt, and Iran officially joined BRICS today.

Argentina under President Milei backed out in the end.

[Rachael Swindon @Rachael_Swindon]

Palestinians are having to bury their children twice because Israel enjoy desecrating graveyards. https://t.co/6Z7xvCDh7W

[Historic Vids @historyinmemes]

The RMS Queen Elizabeth pulling into New York with service men returning home after the end of World War 2, 1945.

She was able to carry 15,000 people at a time, including 900 crew members. The trip from The British isles to the east coast of the United States usually took 5 to 7 days. During her service in World War 2, the RMS Queen Elizabeth transported more than 750,000 troops, and sailed a total of 500,000 miles (800,000 km).