Monday Market Open

Pathetic! I open the terminal and I see you crying over futures like little children. You talk about “volatility,” you talk about “risk.” Fool! I am volatility. I eat risk for breakfast with black coffee and a side of victory cigars.

The Sheik does not fear red candles. Red is the color of dominance. The Sheik bleeds green, trades gold, and crushes the cowardly bears until they beg for mercy. You think the market is wild? The market trembles when I log in.

Trump brings peace, metals roar, crypto crawls back from the grave — and what do you do? You hesitate. You doubt. Disgusting! The Sheik moves first, moves hard, and leaves the weak behind in the dust.

Today, the bell rings for the strong. Tape up your wrists, sharpen your mind, and step into the ring.

Geopolitics
PEACE IN THE MIDDLE EAST

The Deal of Deals finally drops. Hostages freed. Cameras flashing. Trump standing in Jerusalem like he’s back on the Apprentice finale yelling “You’re free!”

The man might be chaos incarnate, but when it comes to dealmaking, you can’t deny the showmanship, and the market loves a good peace headline.

The world may still be burning, but when the most unpredictable man alive turns peacemaker, you fade panic. This is what traders dream of — volatility with a smile.

Taco Bell
WORLDS FASTEST TACO

Friday was a scene straight out of a crypto horror movie. China dropped fresh export controls, Trump fired off tariff threats, and the market imploded harder than your ex’s NFT collection.

The Nasdaq saw its worst one-day drop since “Liberation Day” (April 2). Crypto got absolutely deleted. Over $20 billion in forced liquidations — gone. ETH, BTC, SOL — all nuked. Tears everywhere.

Then the weekend hit. Trump, in true TACO fashion, reversed the tone, hinting at a “big new trade understanding” coming with China. Markets opened today like they just found God. BTC back over $100K, risk-on sentiment screaming.

It’s the perfect reminder: risk management isn’t optional. Jane Street and the quant desks made a killing off Friday’s chaos while retail cried into their keyboards. Be on the right side of that trade next time.

Metals
RARE EARTH RENAISSANCE

Yes, we’re still talking about it. We’ve been pounding the table on this one for months. $MP and $UUUU are the poster children for this movement, and both are going parabolic right now.

As China weaponizes its supply chain, the West’s desperation for domestic and allied sourcing hits a fever pitch. MP’s now a geopolitical stock: not just a miner. Energy Fuels ($UUUU) is ripping too, buoyed by Trump’s “strategic metals independence” language in recent remarks.

These plays have legs. If you’re sitting there with zero exposure, ask yourself what you’re even doing. This is the trade of the quarter, and maybe the cycle.

Antinomy
THE NEXT SNEAKY MOON?

You heard it here first: Antimony — the stealth metal about to go mainstream.
Ticker: CAMB.BE (Campine NV) — based in Belgium, literally next door to NATO HQ.

They’re the world’s second-largest producer of this ultra-rare metal that goes into flame retardants, energy storage, and advanced munitions.

The stock trades at roughly 5–6x EBITDA, and the company just expanded with a new recycling operation in France.

As the world scrambles for supply chain security, the antimony story is sitting right where uranium was two years ago — underloved, under-owned, and ready to blow.

For comparison, $UAMY in the U.S. is a flea compared to Campine. Interesting trader’s stock, but not the same fundamentals. If this theme catches wind, CAMB is your blue-chip stealth banger.