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Thursday, January 22, 2026

Christmas May be in the Rearview but the Grinch is Still Working Overtime to Steal your Mag7 holdings, and your Christmas Bonus

Greenland turned out to be yet another distraction markets didn't need—and nobody was made more aware of this fact than the short-sellers who were seen panic-buying ahead of yesterday's close, and this is what happens when you have a mass distraction lame stream media who's more interested in going after the current president of the United States, than reporting facts. 

This weeks False Narrative in Review

  • Tuesday's rug pull had more to do with the collapse of the Japanese bond market than anything else, but it's easier to just point at Trump, as the scapegoat. 

$JGBG.L iShares Japan Govt. Bonds - flash crashes on yet another Monday (technically Tuesday) morning surprise. 

Japanese Bonds

  • The Trump administration telegraphed what they were doing, by sending Bessant out on the Sunday shows. No mention of impending military action.  
  • There was no talk of a military invasion, until they reported - after the fact - that Trump said he was "ruling out military action". Keep in mind these are the same idiots who ignored the fact that European nations, including Germany, had already sent troops to Greenland.  😏


Looks Like a Repeat of The Kamala Crash - minus the negative reporting 

If you recall the August 2024 crash, which sent the $VIX skyrocketing to 60 - in premarket - was downplayed by the msm, but it did not fly under Trump's radar. 


That panic open was also attributable to Japan panic. I've covered this topic several times over the past year, so it should've been clear to anyone who's been paying attention. Read about : Japan and its weaponized yen/ carry trade [link]

Reminder: The August 2024 crash coincided with a volmageddon event on the $VIX covered 2 blogs ago [link], so this looks like nothing but another failed attempt to crash the market on more Trump's watch - motive: globalist don't like him - and when pulling the rug on the $SVXY (Leveraged $VIX Bear) didn't have the desired effect they decided to pull the rug on the Japanese bond market. 

Regardless; everything from Home Builders, to Biotech rallied into yesterday's close, and that's because the bears were seeing panic buying again. lol But there's still one sector that continues to be sold; the only sector that matters - Mag7     

Christmas May be in the Rearview but the Grinch is Still Working Overtime to Steal your Mag7 holdings, and your Christmas Bonus 

Same shit I predicted back in Nov.: 

 "they're loading the Truck" - at a discount [Link] 





I expect to see more consolidation, as the hedgies continue to load up on the tech shares investors gave up on months ago. 

Once they're finished dicking around with small caps they'll be forced to drive the only stocks that matter.   

Stocks to watch: NVIDIA, $MSFT, $AAPL   Same stocks I called out on Jan. 9th [link] 

I took advantage of yesterday's short covering rally to make an exit from my favorite 401k fund. As Warren Buffett says "You'll never go broke taking a profit". But I do plan to find re-entry once we see the weak hands shaken out.

However: If $NVDA NVIDIA can gain some traction here; I may have to re-assess... 
Nvidia Chart


Pre-market movers include most the aforementioned heavy weights including my personal favorite, Oracle, so I may have already missed the boat - with the market on its way to $SPX 7000+? Better to be safe than sorry. 


Good luck trading into the latest FOMO rally, AA 

P.S. See yesterday's warning not to chase European stocks [link]. 
I think you really don't want to chase the socialists in Europe 
$EZU Eurozone ETF - One word: bubblicious 



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Tuesday, January 20, 2026

Greenland Escalation Hits the Tape Right After Options Exp

This morning's action confirms the bearish pattern I was seeing on the $SPX futures chart I tweeted out on Friday, and pinned to the top of my X home page. Futures deep in the red. 

The Catalyst - which just happened to kick off just as soon as Jan. Options Expired—classic Trump tariff retread to spook the algos. Coincidence? Was it also a coincidence when the Covid crash happened the day after OPEX? I'll let you decide. 

An escalation of tensions between NATO and the US over Greenland

1. European countries attempt to usurp US interest in Greenland - as a long time military stronghold - markets reacted with repeated breakouts on the $VIX.  

2. Trump announces 10% tariffs on eight nations Britain, Denmark, France, Finland, Germany, the Netherlands, Norway and Sweden, which go into effect Feb 1st. 

3. French president Macron - requests that the EU deploy its anti-coercion instrument, the bloc’s most powerful retaliatory tool originally designed for use against China. What a poser.

French President Emmanuel Macron - wearing blue aviator shades - calls for retaliatory ‘trade bazooka’ - (Yoan Valat/Reuters)

4.  Bessant was seen dialing back the rhetoric on Meet The Press - on Sunday - stating "Europe is too weak to defend Greenland from future threats". 

"Let me tell you what will happen, and it might not be next year, it might not be in five years, but down the road this fight for the Arctic is real," Bessent said. "We would keep our NATO guarantees and if there were an attack on Greenland from Russia, from some other area, we would get dragged in. So better now, peace through strength, make it part of the United States, and there will not be a conflict because the United States right now, we are the hottest country in the world, we are the strongest country in the world. The Europeans project weakness. The U.S. projects strength".  (thehill.com)

Wall Street Journal (used to be a reliable news source) Ramps Up The Fear Porn TLDR:

Wall Street Journal Flags A Dark Downside To Donald Trump’s Greenland Push

The newspaper's conservative editorial board pointed out the "sad irony" of the president's bid to seize the island. (huffpost.com)
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