On 23 Jan 2026, the American business landscape finds itself at a volatile crossroads. Fresh off the TACO boat on Greenland saga, news arrived that Trump has filed a $5 billion lawsuit against $JPMorgan Chase(JPM)$ and its CEO, Jamie Dimon. (see below) This marks a significant escalation in the administration’s war against what it terms "woke capitalism" and the practice of "debanking". Does this action by Trump indicate a wider strategy against US financial sector? Let’s see. The JPMorgan Lawsuit. The “shot across the bow” lawsuit, filed alleges that US #1 bank - JPMorgan Chase closed Trump’s personal and business accounts in early 2021, purely for political reasons, effectively "blacklisting" Trump from the global financial system.   Just

Economic Preview: Key Data Releases for January 2026 (week of 16Feb2026) Asian Market Closures for Chinese New Year Here is wishing all Chinese friends a blessed Chinese New Year. In observance of this festival, several major Asian markets will be closed during the upcoming week. China will be closed for the entire week, from Monday to Friday. Hong Kong will observe closures from Tuesday through Thursday, while Singapore will be closed from Tuesday to Wednesday for the Chinese New Year festivities. U.S. Public Holiday America will have a public holiday on Monday in celebration of Washington’s Birthday. Key Upcoming Economic Data Releases Durable Goods Orders: This important indicator serves as a key barometer for consumer activity within the United States. Core PCE Price Index: The release

News and my thoughts from the past week (23Feb2026) The Cass Freight Index fell -7.1% YoY in January, to 0.89 points, now down to its lowest level since April 2009. This index tracks freight volumes across North America and is viewed as a gauge of US economic momentum. This also marks the 36th consecutive monthly decline, the longest streak on record. Over this period, shipments have fallen -20.9%, a similar decline seen during the 2008 Financial Crisis. According to Cass Information Systems, normal seasonal trends suggest February could see an -11.0% YoY decline. The US freight recession is accelerating. - X user The Kobeissi Letter Following Iran’s brief closure of part of the waterway, tanker freight rates surged, with transaction levels climbing to their highest point in seven months.

$CoreWeave, Inc.(CRWV)$ is currently one of the most watched names in the AI infrastructure space. Since its IPO in March 2025, it has transitioned from a private "GPU disruptor" to a public "AI Hyperscaler." The upcoming fiscal Q4 2025 earnings report is scheduled for Thursday, February 26, 2026, after market close. Key Estimates & Expectations Revenue Consensus: ~$1.5 billion for Q4 (Full-year 2025 target: ~$5 billion). EPS Consensus: Expected loss of -$0.45 per share. Context: While the company is still reporting net losses due to massive capital expenditures (CapEx), the market is currently prioritizing revenue growth and backlog expansion over immediate profitability. CoreWeave's fiscal Q3 2025 earnings report was a classic "good news, ba

The information and materials provided here, whether or not provided on TBI’s Substack (TBI), on third party websites, in marketing materials, newsletters or any form of publication are provided for general information and circulation only. None of the information contained here constitutes an offer (or solicitation of an offer) to buy or sell any currency, product or financial instrument, to make any investment, or to participate in any particular trading strategy. TBI does not take into account of your personal investment objectives, specific investment goals, specific needs or financial situation and makes no representation and assumes no liability to the accuracy or completeness of the information provided here. The information and publications are not intended to be and do not constit

The information and materials provided here, whether or not provided on TBI’s Substack (TBI), on third party websites, in marketing materials, newsletters or any form of publication are provided for general information and circulation only. None of the information contained here constitutes an offer (or solicitation of an offer) to buy or sell any currency, product or financial instrument, to make any investment, or to participate in any particular trading strategy. TBI does not take into account of your personal investment objectives, specific investment goals, specific needs or financial situation and makes no representation and assumes no liability to the accuracy or completeness of the information provided here. The information and publications are not intended to be and do not constit

Guest Speaker:Mingzhe Gu : A professional trader with 15 years of experience in equities and international futures. He serves as a guest lecturer for several major global exchanges, including the Chicago Mercantile Exchange (CME), and is also the founder of Win-at-the-Start Investment Academy. He is currently the General Manager of Shanghai Qigu Information Technology.As an active Chinese presence on international futures platforms, in 2021 he once again emerged as a leading competitor in a live trading competition’s overseas-markets division, taking multiple awards with ease: 7th place in the Global Heavyweight Group, 1st prize in CME COMEX Copper Options, 1st prize in 10-Year U.S. Treasury Options, and 2nd prize in NYMEX WTI Crude Oil Options.Yesterday, Master Gu reviewed the major globa

President Trump just dropped a bombshell by nominating Kevin Warsh as the next Federal Reserve Chair, set to replace Jerome Powell when his term wraps up in May. This 55-year-old conservative economist, who served as the youngest Fed Governor ever during the 2008 financial crisis, brings a hawkish vibe that's got Wall Street buzzing with mixed emotions. 🏦💼cnn.com Warsh isn't your typical central banker – he's slammed the Fed for dragging its feet on rate hikes back in 2022, accused them of losing credibility through over-the-top post-COVID stimulus, and warned that quantitative easing (QE) pumps up asset bubbles while widening inequality gaps. He pushes for a rules-based approach to policy, shrinking the Fed's massive balance sheet, and laser-focusing on price stability. 😎 But here's the t

The information and materials provided here, whether or not provided on TBI’s Substack (TBI), on third party websites, in marketing materials, newsletters or any form of publication are provided for general information and circulation only. None of the information contained here constitutes an offer (or solicitation of an offer) to buy or sell any currency, product or financial instrument, to make any investment, or to participate in any particular trading strategy. TBI does not take into account of your personal investment objectives, specific investment goals, specific needs or financial situation and makes no representation and assumes no liability to the accuracy or completeness of the information provided here. The information and publications are not intended to be and do not constit

First, I want to share a screenshot from my previous analysis of silver and gold price action. In that earlier piece, I said silver’s short-term top—assuming the Fed did not turn more hawkish and there was no black-swan surge in the U.S. dollar—should be above 130, while gold could be headed above 5,000. A little over a week later, silver has already printed a new high, and gold has also surged well past 5,000. $白银主连 2603(SImain)$ $白银2603(SI2603)$ $2倍做多白银ETF-ProShares(AGQ)$ $白银ETF-iShares(SLV)$ $微白银主连 2603(SILmain)$

Together We Win, Together We Shine.🏆A Record-Breaking Season Comes to a Glorious CloseSINGAPORE – This past Saturday, Tiger Brokers Singapore's marketing team hosted the much-anticipated award ceremony for Trade to Win Season 4, celebrating the exceptional achievements of the 2025 Q4 trading competition. The event brought together thousands of participants who demonstrated remarkable trading prowess throughout the three-month competition period from September 29 to December 28, 2025.💬 Love trading? Want to be our next champion? Trade to Win 2026 is calling your name! Stay tuned for registration!Season 4 By The NumbersThis season shattered previous records with over 6,000 registered participants forming more than 900 teams, all competing for trading supremacy. The statistics tell a story of

$S&P 500(.SPX)$  $iShares Russell 2000 ETF(IWM)$  $Vanguard S&P 500 ETF(VOO)$  28Jan26 ET 🇺🇸 | 29Jan26 NZT 🇳🇿 🧠 Cross-Asset Regime and Liquidity Signal I’m tracking a clear two-phase market regime driven by liquidity expansion, risk appetite, and flow rotation. Extended $RUT win streaks historically create a short-term momentum tailwind for $SPX, producing +1.49% one-month forward returns versus +0.83% under normal conditions. Current price action confirms risk-on positioning, capital migration, and large-cap flow reinforcement. 💧 Small-Cap Momentum, Flow Persistence, and Relative

Earlier this Tuesday, a U.S. financial journalist asked President Donald Trump a question that has broadly worried Wall Street: “Are you concerned about the recent decline in the U.S. dollar?” Trump’s response surprised the market: he said no, he thought it was great, and that the dollar should be allowed to find its own level because that is “fair”—adding that if you look at China and Japan, they always want their currencies to depreciate. In market reporting, bullion rose as much as 1.3% on Wednesday after jumping 3.4% the day before (its biggest one-day gain since April), and Trump said he was not concerned about a weaker dollar even as the world’s premier reserve currency slid to its weakest level in nearly four years. This statement clearly reads as tacit approval—or even welcome—for

News and my thoughts from the past week (16Feb2026) US serious delinquencies are at CRISIS levels: Transition into serious delinquency (90+ days) for student loans spiked to a record 16.19% in Q4 2025. This is nearly DOUBLE the levels seen after the Great Financial Crisis. At the same time, credit card delinquencies are at 7.13%, the highest in 14 years and near the post-Financial Crisis peak. Similarly, auto loan delinquencies stand at 2.95%, almost matching all-time highs. Americans are defaulting on their debt at an alarming pace. - X user Global Markets Investor. The CEO of Microsoft AI says: “Most, if not all, office jobs—like lawyers, accountants, project managers, and marketing officers—will be fully automated by AI within 12–18 months.” Former $GOOGL CEO Eric Schmidt: “We’re