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| Wall Street Just Named the Most Crowded Trades of 2026 | | AI stocks. Metals. Crypto. | Surprise, surprise; gold crashed 16%. Silver plunged 34%. Bitcoin dropped to 1 year lows. | All supposedly "uncorrelated" assets moving in lockstep largely because of overleveraged margin. | JPM strategists warn that the same leverage is still a risk. | Those markets may be recovering now, but cascading liquidations could trigger quickly across several asset classes simultaneously. | So much for diversifying away risk, right? | But get this– | 70,819 everyday investors have allocated $1.3 billion fractionally across 500+ exclusive investments. | Not real estate or PE… Blue-chip art. Sounds crazy, right? | Now it's easy to invest in art featuring legends like Banksy, Basquiat, and Picasso, thanks to Masterworks.
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| | | WHAT WE'RE WATCHING | | 🏙️ Democratic cities escalate their war against ICE. Mayors in New York, Los Angeles, Chicago, and five other major cities signed executive orders restricting how federal immigration agents can operate on city property, while a coalition of local prosecutors vowed to charge ICE officers who violate local laws. This sets up an escalating fight between the federal and state governments. | 🇨🇺 Rubio quietly opened a backchannel to Castro's inner circle. Secretary of State Marco Rubio has held undisclosed talks with Raul Castro's grandson, bypassing Cuba's formal leadership as the Trump administration ramps up pressure on Havana's collapsing regime. The outreach signals Washington views the younger, business-minded Castro as a potential pathway to change. | 💰 Trump unveiled Japan's $550B US investment. President Trump announced the first projects under a sweeping trade deal with Japan, anchored by a $33 billion natural gas facility in Ohio that could power 7.4 million homes. The package includes crude export infrastructure in the Gulf of America and synthetic diamond manufacturing in Georgia. | 🚔 Tucker Carlson claims he was detained in Israel. The right-leaning commentator claimed Israel's airport security seized his passport and questioned his team after interviewing US Ambassador Mike Huckabee at Ben Gurion Airport. However, Huckabee noted that this is typical airport security in Israel, where everyone entering the country with a non-Israeli passport is interviewed. |
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| | | WORLD NEWS | Macron calls free speech "pure bullsh**" | | Behind the paywall: South Korea sentences ex-president, the Vatican makes a decision on the Gaza Board of Peace, and a British prince arrested. |
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| | | MEDIA BIAS SPOTTER | The biggest stories underreported on the left and right | | | Behind the paywall: Four major stories that were overlooked by both left and right news outlets. |
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| | | HOAX TRACKER | Debunking Colbert's claims of government censorship | |
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| | | QUICK AND IMPORTANT | FBI Director Kash Patel said a major discovery on Antifa funding streams is expected within the next month or two. NIH Director Jay Bhattacharya will also serve as acting head of the CDC amid ongoing leadership shakeups. The FDA has agreed to review Moderna's experimental mRNA flu shot after initially refusing to accept the application. House and Senate Democrats are planning counterprogramming events during President Trump's State of the Union instead of attending the address. The most clicked link in our last newsletter was Iran firing missiles into the Strait of Hormuz.
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| | | THE MAIN STORY | US military buildup signals imminent Iran strikes | | _WHAT'S HAPPENING_ | The War Department is moving huge amounts of military assets into the Middle East as nuclear negotiations with Iran hang in the balance, raising the prospect of a large-scale US or joint US-Israeli strike in the coming weeks. |
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| _THE FACTS AND OUR TAKE_ | A Trump adviser told Axios, "The boss is getting fed up" and estimated a 90 percent chance of military action in the coming weeks. It's possible that President Trump positioned himself in a corner by demanding something fundamentally different from, and far more restrictive than, what President Obama's JCPOA achieved…
| | Behind the paywall: The scope of the military buildup in the Middle East, what assets have been deployed, and how close Washington and Tehran appear to military confrontation. Plus, our thoughts on the story. |
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| | | Are Trump's demands for Iran too steep? | |
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| | | RECOMMENDED READS | What we think is worth reading | Ariel's picks | | Brandon's picks | Why the Democratic Party Can't Moderate (Compact) The AI jobs-apocalypse is here (UnHerd) Why More Weimar? (Daily Wire)
| Submit your question here. Request topics to cover here. |
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| TODAY'S DEBATE | 📊 Do you support another round of US strikes on Iran?Want your comment to be featured? Be sure to include your name. | |
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| POLL RESULTS FROM YESTERDAY | Who bears the most responsibility for social media addiction among youths? | 🟨🟨🟨🟨🟨⬜️ 🏙️ Big Tech companies (643)
🟩🟩🟩🟩🟩🟩 👫 Parents (683)
🟨🟨⬜️⬜️⬜️⬜️ 🙋♂️ Whoever consents to using the product (207)
⬜️⬜️⬜️⬜️⬜️⬜️ 🤔 Unsure (69) | 🏙️ Big Tech: "Ultimately, Big Tech created this issue. We as consumers weren't aware of the addictive potential or true usage of our raw data until recently." — Julie 👫 Parents: "They are the protectors of their children and need to step up to this very important role." — Anne 🙋♂️ Whoever consents: "If you don't use it, you can't get addicted." — Taylor | | | | 1,602 votes |
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| POP QUIZ | Marco Rubio opened a secret backchannel with whose grandson? | |
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| Thanks for joining us today. We scoured 100s of sources to bring you stories and insights you won't find in the mainstream media—Ariel David and Brandon Goldman. |
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