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So, what’s the deal? Well, it turns out that China decided to throw a little tantrum in the form of restrictions on Hanwha Ocean Co., a South Korean shipbuilding company that does business with the U.S. government. Think of Hanwha like that weird neighbor who’s friends with everyone, but somehow always gets caught in the middle of a feud. For Bitcoin investors, this is like a bad sequel to “Trade Wars: The Return of Tariffs.”

Geopolitical shadows stretch long over this town. U.S. and China are trading punches like drunken boxers in a back alley. Investors, they don’t dance in the rain-they run. And when they run, they take their money with them. Risk-heavy assets? They’re the first to hit the curb.

Australian Nova Minerals (NVA) just got the nod to report on its Alaskan gold-antimony deposit before Trump’s big meet with the Aussie PM. Let that sink in: Alaska, the land of moose and midnight sun, now a battleground for antimony-a mineral so vital to semiconductors and military gear it makes you wonder if the Pentagon’s drafting its own version of “The Godfather.” The U.S. Geological Survey calls it “critical,” but in this administration, “critical” just means urgently profitable for whoever gets the call.

The company, whose electric vertical takeoff and landing (eVTOL) vehicle has drawn considerable attention, appears to have secured favor with the winds of fortune. An executive order from the White House, urging haste in the deployment of such contraptions, has no doubt contributed to this momentum. Yet, as with any courtly favor, one must inquire whether such grace is enduring or merely the product of fleeting enthusiasm.

Let us not dwell on the trinkets and tins, for the true jewel in Costco’s crown is its membership. Imagine, if you will, a gentleman paying a modest fee to gain access to a club where the only password is a smile and the only fine is a $60 annual charge. In fiscal 2025, this gentleman’s guild reeled in $5.3 billion, a sum so tidy it could fit in a single briefcase-though, to be fair, it might require a very large briefcase. And what of the costs? Merely the price of a few clerks and a sprig of mint for the tea trolley. One might say the membership model is the jam that keeps Costco’s teapot humming.

Northside, ever the trendsetter, reduced its Vistra stake during the third quarter. The firm’s move? A calculated exit, or just a mid-20s crisis? The SEC filing doesn’t say, but it does confirm the sale of 36,622 shares-enough to buy a decent-sized yacht, if you’re into that sort of thing.

The company, perhaps feeling that the whole “one business model for everything” was starting to resemble a subpar buffet, has decided to separate its Indian Motorcycle division into a standalone entity. Investors, ever the enthusiastic believers in whatever seems vaguely novel, responded by sending the stock climbing 10.4%, a statistic that would have made even the most cynical hedge fund manager pause (for a moment, of course). One wonders if their enthusiasm is the result of actual market insight or simply the collective joy of seeing a company do something that isn’t entirely “business as usual.”