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Watch: Oracle Levers Up on AI & Silver Breaks Out 100%+

Filmed on December 17th, 2025, Ryan Mumy and Justin Greenhill break down the most critical market trends affecting your portfolio. In this episode, we analyze:

      • Oracle's debt levels exploding as AI infrastructure spending accelerates
      • Household equity ownership now exceeding real estate for first time
      • Part-time employment for economic reasons jumping sharply
      • Mag 7 stocks down from October highs while spending surges and free cash flow drops
      • Equal weight S&P correlation breaking down as concentration intensifies
      • Industrial sector making new highs despite manufacturing weakness
      • US dollar potentially topping after "King Dollar" magazine covers
      • Chinese government pushing wealth from real estate into stock market
      • Brazil maintaining 10% real interest rates with potential for major bond rally
      • Treasury yield curve steepening to extremes while investors crowd into bonds
      • Silver posting multiple 100%+ rallies as speculation heats up
      • Oil breaking down despite higher interest rates signaling potential economic weakness


 

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This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.