1. Iran's supreme leader accused the United States and Israel of planning the Syrian coup, saying they were the real culprits behind the riots

2. Khalil Haqqani, Taliban refugee minister and uncle of Taliban Interior Minister Sirajuddin Haqqani, was killed in a suicide bombing at the Interior Ministry in Kabul today, along with two others

3. The Nasdaq broke through the 20,000 mark for the first time today, driven by the continued rise driven by artificial intelligence#AIand hopes for friendly policies for large technology companies under Trump. With Trump's pro-business stance and the continued easing policy of the Federal Reserve, investors are betting on the future of artificial intelligence and technology giants.

4. Elon Musk #ELONMUSK Officially became the first man in history to have a net worth of over $400 billion. Musk has made $4 billion a day since Election Day. Who is the money-maker? Jack Ma?

5. The US semiconductor industry has fallen 17% in the past five months, 8% in the past few weeks, and #nvidia alone has fallen 9% from last month (Figure 1)

6. BlackRock said that confidence is the key to investment. With Trump's sovereignty confirmed and the environment of quantitative easing, what do you think?

The Vanguard Group has also previously stated that productivity growth is likely to keep the U.S. strong (Figure 2).

7. Goldman Sachs estimates that the annualized return of the S&P 500 index may be only 3% in the next 10 years. After taking inflation into account, the annual return of the S&P 500 index may be as low as 1%.

8. China's crude oil imports fell by 3.4% in the first 10 months of 2024, the largest drop since the outbreak. China actually reduced its crude oil imports by 410,000 barrels per day, and oil producers fell into panic

Commodities: As we head into 2025 and Trump takes office, there is uncertainty in the commodity market, tariffs are about to increase, and geopolitical tensions will continue. Expect large fluctuations in commodities as the likelihood of a recession rises and new policies are introduced.

Trump is going to impose 100% tariffs on BRICS countries, which means tariffs may be imposed on more than 34 countries, which will affect trillions of dollars of trade, and#PCEinflation may rise by more than 140 basis points due to tariffs

As we head into 2025, individual U.S. investors have never been more optimistic. Will there be another wave of inflation in 2025?

9. November #cpi core is 0.31%, forecast is 0.27%, although slightly higher than expected, the Fed will still cut interest rates by 0.25% next Wednesday

10. Bitcoin $BTC #BTC☀ The premium gap on Coinbase rose to $165, and it seems that short-term sentiment is high (Figure 3)

11. In the recent two days of decline, whales bought more than 100 million $XRP. It seems that they are very optimistic about the future of Ripple #xrp !

12. For those discussing $MSTR, if it was considered a financial stock rather than a tech stock, it might not have been in $QQQ but the ICB decided on it and it is tech, the next review is in March and there are still two weeks until the $QQQ inclusion deadline

13. Gemini 2.0 Flash#Geminiis out, twice as fast as its predecessor and surpassing its original functionality, with advanced multi-language skills and native tool integrations like Google Search, marking a huge step forward for AI technology

14. China is facing pressure from real estate deleveraging, weak stock markets and Trump's tariff threats, and the latest move to combat economic weakness may be to devalue the yuan.

15. The U.S. Supreme Court rejected Nvidia's appeal, leaving it facing a lawsuit alleging that the company misled shareholders about its reliance on cryptocurrency mining revenue on the eve of the market crash.

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