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Is ‘Don’ Trump accelerating de-dollarization by abducting Venezuelan President Maduro?

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  ·        Gold jumped; Dow surged on Chevron boost as Trump/US may control all Venezuelan oil reserves, but it may not be possible in the near future. ·        But in reality, it may take at least five years to develop oil infrastructure (~$100B) for such oil extraction from Venezuela. ·        By 2030, oil demand may be much lower due to the rapid adoption of EV/REs by not only China, but also the EU and India At the early hours of January 3, 2026, Trump surprised the world with a high-precision surgical strike on the Venezuelan Presidential palace and abducted Maduro and his wife, Flores, to ‘face DOJ charges of narcotic drugs peddling’ into the US. On January 2, 2026, President Donald Trump and Secretary of State Marco Rubio made significant remarks regarding a potential surgical strike on Venezuela, setting the stage for the events that unfolded on January 3 with Operation Absolute ...
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Gold surged on a less hawkish Fed cut & hard landing concern

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  ·        Stocks stumbled after unemployment surged to 4.6%; the US may be heading for stagflation, despite AI hypes; Fed & US data credibility may be at stake ·        Trump may eventually appoint Waller rather than known loyalist Hassett or Warsh; otherwise, Fed independence and also USD credibility will be questionable ·        Powell & Co. changed their narrative in a matter of just a few weeks from inflation hawk to employment hawk On Wednesday, December 10, 2025, the focus of the market was on the FOMC meeting, the Fed’s policy decisions, and Chair Powell’s pressers. As highly expected, the Fed cuts all of its key policy rates by another 25 bps (following the September & October cuts). Fed cuts target range for the Federal Fund's Rate (FFR-interbank rate-SOFR) to 3.6% (median of 3.75-3.50%); primary credit rate (repo rate) 3.75%; IOER (reverse repo rate) 3.65%; overnig...
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