Trump barnstorms Asia before China tariff meeting “Everybody was sort of amazed that we got it done so quickly.”
Trump declares from Air Force 1: “We are going to come away with the deal”
Hello Capitalists,
Here is everything you should be following today:
Trump Barnstorms Asia as prelude to China summit
Trump builds a 6 nation anti-China alliance with key allies ahead of trade summit
Texas silver mint “built for speed” cranks up Silver Bar production
Argentina goes full MAGA as “Chainsaw Milei” wins big
Huge wins in Argentina parliament off the back of free market reforms
Qualcomm steps into the AI chip Arena to challenge Nvidia & AMD
Trump officially trashes Biden’s “Venmo Snooping” regulation
Oil Titan hails trump for using low oil prices to refill the SPR
Today’s markets + assets:
✅ DOW: 47432.24 (⬆️ 0.48%)
✅ S&P: 6860.02 (⬆️ 1.01%)
✅ NASDAQ: 23595.30 (⬆️ 1.68%)
⚠️🔴CBOE VIX Volatility Index: 16.04 (⬆️ 2.08%)
🔴 Gold: $4017.5 (⬇️ 2.91%)
🔴 Silver: $48.715 (⬇️ 0.18%)
✅ Bitcoin: $115,648 (⬆️ 0.57%)
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Trump bullish on China deal as barnstorming Asia trip heads to Japan
President Donald Trump declared Sunday aboard Air Force One en route to Japan that the U.S. and China are on the verge of a landmark trade deal, before his pivotal summit with President Xi Jinping in South Korea amid tensions over tariffs rare earth minerals and TikTok’s future.
Xi Summit Accelerates Negotiations in South Korea Thursday are building on Association of Southeast Asian Nations (ASEAN) sideline talks yielding preliminary framework for export controls, fentanyl curbs, and shipping fees after intense U.S.-China discussions.
TikTok Fate Hangs Trump could finalize a TikTok deal by Thursday, potentially allowing the app to persist despite national security fears, ahead of meeting Xi during the Asia-Pacific Economic Cooperation.
Tariffs Teeter on Edge The 100% China tariff threat is “effectively off the table,” per Treasury Secretary Bessent, with a truce extension likely in exchange for China’s resumed $12.8 billion soybean buys. John Woods, chief investment officer at Lombard Odier described the situation telling CNBC “Markets are increasingly getting used to a ‘punch-first, negotiate-second’ tariffs overture,”
ASEAN Pacts Counter China: These fresh U.S. agreements with Malaysia, Cambodia, Thailand, and Vietnam seek to boost U.S. exports, secure rare earth minerals, and ease barriers to offset Beijing’s growing regional trade dominance.
RFK Jr’s Capitol Hill confession ROCKS congress
Not long ago RFK Jr went toe-to-toe with senate Dems on Capitol Hill…And he was NOT holding back.
What he EXPOSED left the room in stunned silence. An emerging health threat that affects over one hundred million Americans. And if you were born on or before January 1st, 1965… then you’re most at risk.
Angry Democrats mocked him as a conspiracy theorist…Just like they did when he warned about the COVID Lab leak, microplastics and corruption in the FDA…
All of which now appear to be 100% TRUE. Which is exactly why you need to hear RFK Jr’s 2025 warning NOW.
You can get full details here now while it’s still available online.
P.S. I’ll be blunt, if you’re over the age of 60 then the RFK Jr warning exposed in this video will make you angry… but it could also save your life. Watch it here now while it’s still available online.
Texas mint churns out Silver bars as demand soars
A gleaming new silver mint outside Dallas is melting raw silver ore into pure investment bars at blistering speeds, as prices soar to $48 an ounce amid investor panic over inflation and global turmoil.
Prices Spike Dramatically: Silver recently surged to $51-$53 per ounce before dipping to $48, fueling nationwide rush for physical bars.
Robotic Refining Revolution: Technicians at Dillon Gage’s facility purify molten silver with robotic arms and 2,190°F ovens, churning out bars in an operation “built for speed” to handle explosive order volumes.
Demand Fueled by Fears: Investors pile into silver as a hedge against dollar weakness, geopolitical strife, and economic uncertainty, driving sharp year-to-date sales hikes for minted products.
Volatility Looms Large: Bank of America predicts more upside potential, but J.P. Morgan warns high rates and fading global momentum could curb retail buying and trigger base-metal slumps.
Milei ROMPS home in Argentine election on pro free market ticket, stocks surge 19%
Argentina’s battered markets erupted in a stunning rebound Monday after President Javier Milei’s libertarian party defied polls to clinch a sweeping legislative victory Sunday, surging stocks 19%, bonds over 13% and the peso 10% as fears of reform gridlock and economic meltdown evaporated overnight.
Unexpected Vote Triumph Secured: Milei’s coalition grabbed 41% of votes, far exceeding forecasts of 30%, while claiming 64 lower-house seats and 13 Senate posts to bolster his reform agenda.
Bonds Break Historic Peaks: Dollar-denominated 2035 bonds leaped 13 cents to 70.18 cents on the dollar, shattering previous highs amid a broad maturity rally that reversed weeks of pre-vote slumps.
US Rescue Line Eases Pressure: The Trump administration’s $20 billion intervention to prop up the peso may now retract, following the win that averted a feared currency plunge and reserve drain.
Investor Confidence Restored: A global cash flight halted as locals ditched dollar hoarding, with strategists hailing the outcome as a “best-case scenario” for Milei’s sustained free-market overhauls.
House Seats Surge Dramatically: La Libertad Avanza leaped from 37 to 64 deputies, capturing 41.5% in Peronist bastion Buenos Aires to narrowly top opposition’s 40.8%.
Inflation Tamed Through Austerity: Milei’s spending slashes dropped monthly inflation from 12.8% to 2.1%, yielding first fiscal surplus in years and wooing global investors.
Cabinet Overhaul Looms Large: Post-win reshuffle eyes party allies, fortifying Milei’s congressional pacts to veto fiscal threats and speed deregulation.
Qualcomm wades into the AI Chip Wars with smartphone inspired neural tech
In a bold pivot to the red-hot data center arena, Qualcomm unveiled Monday its AI200 and AI250 accelerator chips, leveraging smartphone-proven neural tech to challenge Nvidia’s iron grip on AI inference—promising hyperscalers like Microsoft and OpenAI more efficient, mix-and-match alternatives amid an expected $6.7 trillion server boom through 2030.
AI200 Debuts 2026: Qualcomm’s first data center chip, AI200, launches in full liquid-cooled racks next year, packing up to 72 units for seamless AI model running, with 768GB memory per card outpacing rivals.
AI250 Powers 2027: The follow-up AI250 will arrive in 2027, scaling Hexagon NPU efficiency from mobiles to massive server farms, targeting inference workloads where power-hungry training isn’t needed.
Hyperscaler Flexibility Boost: Chips enable custom “mix-and-match” designs, letting cloud giants blend Qualcomm parts with Nvidia or AMD gear for lower costs and easier upgrades in global data centers.
Saudi Partnership Accelerates: Qualcomm scored an early win with Saudi Arabia’s Humain committing to 200-megawatts of AI deployment, fueling regional AI growth and validating Qualcomm’s edge by reducing total ownership costs over dominant players for smaller markets.
Biden-era “Venmo snooping” regs formally consigned to the trash
The Trump administration’s Consumer Financial Protection Bureau is formally rescinding a Biden-era rule requiring nonbanks to report regulatory violations such as Venmo transactions of more than $600 to a public registry and the IRS, citing unjustified costs passed to consumers, while withdrawing a proposal targeting contract clauses that curb legal rights.
Rescinding NBR Registry Rule: Finalized in July 2024, the rule mandated 1,550 to 7,752 nonbanks report financial violation orders annually, imposing $2,100 labor costs per entity deemed speculative in benefits.
Withdrawing Contract Terms Proposal: 2023 draft rule sought data on supervised nonbanks’ clauses waiving claims, limiting class actions, or restricting reviews, now abandoned due to burdensome, uncertain gains.
Interim Non-Enforcement Step: CFPB halted NBR enforcement earlier in 2025 under acting director Russell Vought, signaling swift deregulation pivot from Biden’s Rohit Chopra era.
Broader Deregulation Implications: Rollbacks reduce monitoring tools but rely on other agencies for enforcement, aligning with Trump’s CFPB overhaul to curb regulatory overreach and lower business burdens.
Oil Tycoon hails Trumps million barrel oil purchase for the SPR
Energy titan Harold Hamm hailed President Trump’s order to buy 1 million barrels of cheap crude for America’s depleted Strategic Petroleum Reserve, calling it a vital step for national security saying “the president gets it on energy and realizes, certainly, this is the right thing to do.”
Hamm Slams Biden Policies: Founder of Continental Resources blasts prior administration’s record SPR sales and anti-oil stance as a “terrible policy” that weakened U.S. energy independence after Russia’s 2022 Ukraine invasion.
SPR Depletion Exposed: The U.S. emergency stockpile now holds just 409 million barrels of its total 700 million capacity after the Biden administration’s draining, lagging far behind China’s 1.1 billion-barrel reserves.
Oversupply Window Closing: Current low commodity prices offer a rare buying opportunity, but Hamm forecasts domestic production must ramp up soon to avert supply crunches and economic fallout.
Energy-Security Nexus Highlighted: Hamm ties U.S. natural resource abundance to broader competitiveness, urging investment to shield against vulnerabilities like Europe’s gas woes or China’s mineral dominance.
Trump keeps winning it is so fun to watch. I just enjoy seeing Dems so upset and miserable while I have such a blessed life 😂😂💪
Trump works Asia trades and security solutions as Hakeem and Schumer inflict pain on workers and military families trying to safe their miserable political skin. Ain’t that the story ??