Syz the moment

It’s happened five times in the past twelve months. Source: The Market Ear @themarketear

The top 10 stocks account for ~39% of the US stock market. But many more countries are far higher, China ~49%, Australia 62%, Taiwan 76%, and even Singapore is ~88%.

Did you know Nuclear energy generates 20% of all US electricity? That's our clean, reliable base load. But here’s the terrifying truth: 🇺🇸 The US once supplied nearly all its own Uranium fuel. TODAY: The US imports nearly 100% of the uranium we use. Let that sink in. One-fifth of US power generation is entirely dependent on foreign governments. In a world defined by geopolitical turbulence and supply chain risk, this isn't just an economic issue—it's a massive national security risk. The Mandate is Clear: The US must shift from relying on external sourcing to securing a resilient, domestic nuclear fuel cycle. Self-sufficiency is no longer optional; it’s paramount for energy independence and long-term stability. Source: Lukas Ekwueme @ekwufinance

Over the past week, • Apple’s chip chief considers leaving • Apple’s AI chief leaves • Apple’s Policy chief leaves • Apple’s Head of UI leaves • Now a 53% chance Tim Cook leaves (according to Kalshi) What is going on? Source: Kalshi @Kalshi

They were buying 20 tonnes when gold was at $3,000. Now they're buying 55 tonnes at $4,000. Source: Katusa Research @KatusaResearch

FOMC set for a third straight 25bp cut...while RBA, BoC & SNB should stand pat...JOLTS & UK GDP highlight the data docket...while a chunky slate of Treasury supply awaits... ORCL & AVGO highlight the earnings calendar... Source: Pepperstone

The last five trading days of the year plus the first two trading days of the new year are known as the "Santa Claus rally". Since 1980, there have been positive returns 73% of the time, with average S&P 500 upside of 1.1%. Source: Edward Jones thru Markets & Mayhem

Source: Barchart