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The impact of this matter in Venezuela, in the medium to long term, will be the starting point of a commodities bull market.
Venezuela's oil, Chile's copper, Argentina's lithium, and Bolivia's silver—these resources will remain firmly under U.S. "control."
On a deeper level, this is another event accelerating the decoupling of China and the U.S. At least in terms of energy resources, China and the U.S. will build mutually independent core resource supply circles that cannot be interfered with by the other.
In the future, oil, gold, silver, and industrial metals will each have their own buying

The last trading day of 2025, the A-share index closed at 3968 points, close to the previous view that A-shares will stay around 3965 and not return to 4000 points.
Looking back at the long-term review, I think it was quite reasonable. In September, I mentioned that October would be volatile, and November would hit new highs.
A-shares reached their high point of the year in November. In mid-December, I predicted a small-scale rally at the end of the year, and December saw ten consecutive positive days:
Overall, this year's A-share market performed very well. Although we didn't catch the moment

CME once again raised leverage ratios, seemingly determined to bring down leverage on precious metals, but the overall trend for non-ferrous metals will not change due to short-term suppression.
In the past month, global silver ETFs have increased by 1,000 tons, and the world's largest physical silver ETF holdings have reached 16,390 tons.
On the surface, LBMA inventories currently hold about 6,000 tons of spot silver, but in reality, they are essentially at zero (silver ETF lock-up), and COMEX inventories continue to be tight.
The latest data for the 1-year silver forward swap rate is -7.09%,

Silver is rising so much it makes me want to cry. The good news is that copper is also rising very well.
Even better news is that Patrick Star also increased by nearly 8 points last night.
Patrick Star's inventory has been cleared out. It's time for Patrick Star to make a comeback.

Is energy storage good? My energy storage stocks have become the brightest star tonight...

The US stock market's robotics sector is booming... Remember, this will be a long-term main trend for the next 3 to 5 years, and robotics in both the US and Chinese stock markets will reflect each other.
The packaging and testing sector caught on late in the market, but has quietly gained 40%➕. In November, storage is the best reward for packaging and testing.
Copper's gains in the past few days have surpassed gold and silver; the king of non-ferrous metals is about to make a move.
You ask me why I didn't say it earlier—I say you just weren't paying attention...

The volatility on the index level is at a historical level, with the Nasdaq experiencing an intraday fluctuation of over 4.5%, the S&P 500 index with an intraday fluctuation of over 5.5%, and the VIX index with an intraday fluctuation of over 35%.
In the absence of external black swan events (such as a pandemic), the index has opened high and then declined, with such a high intraday volatility; in the history of the US stock market, this has only happened once before, on April 8. Investors in the US stock market during Trump's term have been fortunate, witnessing two historical market even

The lower the market's expectations for interest rate cuts in December, the deeper the worries about the AI bubble.
The expected strength of the reversal and the height of the pullback will be more intense.

Today, I bought a bit of brokerage stocks in the A-shares. The brokerage sector is currently the only zone in the A-shares with certain performance and has not experienced a big pump.
As the end of the year approaches, A-share fund managers begin to sell technology stocks, protect profits, and compete for rankings, which is an old tradition.
However, protecting profits does not mean selling short positions, as funds have a rigid demand for holdings. Therefore, they generally choose areas with confirmed performance, good liquidity, and low price increases.
The performance of the brokerage indus