Heads Up

The sharpest signals, deepst dives and must-read reports from Citizen Watch Report.

Admiral says there was no ‘kill them all’ order in boat attack, but video alarms lawmakers… Survivors clung to wreckage for hour before second strike… House Dem moves to impeach…

WASHINGTON (AP) — A Navy admiral commanding the U.S. military strikes on an alleged drug boat in the Caribbean told lawmakers Thursday that there was no “kill them all” order from Defense Secretary Pete Hegseth, but a stark video of the attack left grave questions as Congress scrutinizes the campaign that killed two survivors. Adm. …

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This 10-day squeeze is among the biggest of the last few years. Recession risk highest in five years.

Tell me again how this is fine. This 10-day squeeze is among the biggest of the last few years. Source: Bloomberg pic.twitter.com/spGr4YK6rF — Connor Bates (@ConnorJBates_) December 4, 2025 During inflationary paradigms, midterm election years tend to be a time for the admin in charge to shift focus from keeping their donors bellies full to …

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HOLLYWOOD BLOCKBUSTER: NETFLIX TO BUY WBD, MEGA DEAL RESHAPES INDUSTRY

Today, Netflix announced our acquisition of Warner Bros. Together, we’ll define the next century of storytelling, creating an extraordinary entertainment offering for audiences everywhere. https://t.co/rXPFMNIs1A pic.twitter.com/0pdsMUEob8 — netflix⁷ (@netflix) December 5, 2025 Netflix announced Friday it’s reached a deal to buy pieces of Warner Bros. Discovery, bringing a swift end to a dramatic bidding process …

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Economy going to be so good but we gotta keep cutting rates; The bottom 50% can no longer afford to live and will never be able to retire; Billionaires running for the exits of private equity.

Economy going to be so good but we gotta keep cutting rates https://t.co/Ah1mWdIOjh — TT3 (@TradingThomas3) December 5, 2025 Kevin Hassett, head of the National Economic Council, argues a wave of new factory construction and reshoring projects is building “massive momentum” for the U.S. economy into next year. He points to dozens of recent factory …

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DB analysts warn OpenAI’s losses are entering unheard-of territory, and HSBC says it could burn nearly half a trillion by 2030. ChatGPT started the AI race. Now its lead is looking shaky

HSBC has said that OpenAI is going to have nearly a half trillion in operating losses until 2030, per FT: pic.twitter.com/KQrsGIqFnK — unusual_whales (@unusual_whales) December 4, 2025 “OpenAI may continue to attract significant funding and could ultimately develop products that…revolutionize the world. But at present, no start-up in history has operated with expected losses on …

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Why Are Central Banks Escalating Their Gold Buying?

Gold is creeping higher with almost no fanfare, silver is surging to fresh records, and even Russia is warning that G7 nations may seize foreign reserves. Beneath the headlines is a simple reality: trust in global finance is eroding, and physical precious metals are quietly becoming the preferred safe harbor… By Peter Reagan Highlights Gold …

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Goldman is basically telling everyone that if the AI checks stop coming, the market is toast

Goldman: If the outlook on AI capex were to change dramatically, a reversion of long-term growth estimates back to early 2023 levels would imply 15-20% downside to the current valuation multiple of the S&P 500 according to GS Research macro valuation model. An extreme scenario in which the hyperscalers cut capex back to 2022 levels …

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Bessent blasts NY Times for ignoring “the greatest scandal of all time” as Biden goes 10 months without a cabinet meeting. Massive fraud under Gov. Walz gets no coverage from ABC, CBS, or NBC.

Scott Bessent DROPS THE HAMMER on the NY Times: “You just had what could be the greatest scandal of all time, the cover-up of Joe Biden’s diminished capacity. We just had a 3 hour cabinet meeting. For 10 months Biden did not have a cabinet meeting. Where was the NYT?” The Times doesn’t have journalists. …

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Affordability of basic necessities in the US keeps deteriorating, and $100,000 is now considered lower middle class.

Affordability of necessities in the US continues to deteriorate byu/RobertBartus inEconomyCharts For context… SmartAsset studied how much families need to live a "normal" life in every US state. (covering needs, wants, AND saving 20%) The results are terrifying: — Brennan Schlagbaum, CPA (@Budgetdog_) December 3, 2025 40. Texas ($204,922)39. North Dakota ($207,334)38. Michigan ($207,584)37. South …

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Trump allies move to fuse Treasury, NEC, IRS and the Fed into the most centralized economic power structure since Nixon and Burns

BREAKING: The Most Sweeping Consolidation of U.S. Economic Power Since 1971 Trump’s inner circle is architecting something Wall Street hasn’t seen in half a century. If Kevin Hassett takes the Federal Reserve Chair (80% odds on Kalshi), Treasury Secretary Scott Bessent will simultaneously lead the National Economic Council. One man. Treasury. The NEC. Already acting …

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Markets are hitting all time highs even as the recession begins. Burry is betting hard on a crash. First come the layoffs, then the defaults. The Fed won’t cut interest rates too much this time.

Playing out, sadly: RECESSION INTO ALL TIME HIGHS #Employment ADP commentary from Chief Economist Richardson: “Hiring has been choppy of late as employers weather cautious consumers and an uncertain macroeconomic environment. And while November’s slowdown was broad-based, it was led by a pullback among small businesses.” Playing out, sadly: RECESSION INTO ALL TIME HIGHS#Employment ADP …

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LAYOFFS HIGHEST SINCE PANDEMIC, MANUFACTURING SHRINKS

Challenger, Gray & Christmas said layoff plans totaled 71,321 in November, a step down from the massive cuts announced in October but still enough to bring the 2025 total up to 1.17 million. The most-cited reason for the month was restructuring, followed by closings and market or economic conditions. Announced job cuts from U.S. employers …

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Kaine, Paul, Schumer, & Schiff file War Powers Resolution “to block the use of the U.S. Armed Forces Against Venezuela

BREAKING: Kaine, Paul, Schumer, & Schiff file War Powers Resolution "to block the use of the U.S. Armed Forces to engage in hostilities within or against Venezuela unless authorized by Congress." pic.twitter.com/HapQN8HXM9 — Breaking911 (@Breaking911) December 3, 2025 Kaine, Paul, Schumer, & Schiff File War Powers Resolution on Venezuela Filing of resolution comes after President …

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This Is One Of The Primary Tools That The Elite Are Using To Force Fertility Rates Down All Over The Globe

by Michael Fertility rates have been rapidly declining all over the globe.  If this trend continues, the global population will fall dramatically in the years ahead even if we do not experience major wars, worldwide pandemics, nightmarish famines and historic natural disasters.  Of course this is exactly what many among the global elite have been …

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Do You Agree That It Takes A Minimum Of $136,500 A Year For A Family Of Four To Afford The Basics In America Today?

by Michael If your household is struggling to pay the bills right now, you are far from alone. The cost of just about everything that Americans regularly spend money on has been soaring, and as a result our standard of living has been steadily declining. Over the past couple of decades, our politicians borrowed and spent …

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Dan Niles says market is topping, his best investment idea right now is cash

Dan Niles says market is topping, his best investment idea right now is cash 👀 — TT3 (@TradingThomas3) December 4, 2025 Niles told CNBC that “my best idea right now is cash”, citing concerns that the market is stretched and vulnerable to a pullback. https://www.cnbc.com/2025/12/03/dan-niles-says-best-investment-idea-now-is-cash-what-else-he-likes.html Market back to September and October. Grind grind grind, chop …

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Palantir secretly fuels mass deportations, global surveillance programs, military targeting systems and hospital data pipelines

Alex Karp talked like he had limits. He said Palantir would never track people. He said the company would walk away from contracts that hurt minorities. None of that matters anymore. ICE is using his software to find people faster than anyone thought possible. For years, Alex Karp, Palantir’s CEO, had declared the data management …

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Searches for “help with mortgage” are higher than 2008 financial crisis levels

The wannabe real estate moguls going bust Mom-and-pop landlords built real estate empires using under-the-radar DSCR loans. Now it’s coming back to bite them. Applying for a home loan is a pain. You have to produce a heap of documents — bank statements, tax returns, employment records, tallies of investment accounts — to prove the …

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Crypto bros have the support of virtually everyone they could corrupt

Crypto bros have the support of virtually everyone they could corrupt, and still they're pretending, "It's early" despite most of the world still not caring, and no legit use case found for Bitcoin that isn't criminal. byu/AmericanScream inButtcoin Comments: “Big list of people selling shovels and tents to greater fools in the digital gold rush.” …

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The 3-month treasury just confirmed the cycle has turned: rate cuts coming, peak cash yields behind us, and the Fed preparing to prop up a slowing economy

Forget the Headlines The 3 Month Treasury Just Told You the Truth. The 3 month Treasury is basically the market’s closest read on the Fed. It sits right on top of the policy rate, so when it starts drifting meaningfully below that range, it’s the market’s way of saying, “We’re already looking past today’s rate …

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White fertility has collapsed, while the rest of the world hasn’t. Elon Musk warns that if trends continue, Whites could become a tiny minority globally.

WHITE FERTILITY COLLAPSED – THE REST OF THE PLANET DIDN’T The generation now starting school is the first in recorded history that will grow up on a planet where people of European descent are a shrinking global minority. Native fertility across the entire Western world has collapsed below replacement and shows no sign of recovery. …

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$36.2 trillion on Jan 20, $38.4 trillion today, $89.38 billion added in the last week alone

still running on Biden,Pelosi, Schumer,McCarthy, McConell budget. So thanks for pointing out the status quo of spending by the uniparty leadership of last 40 years is a failure. — donksuem (@donksuem) December 3, 2025 I’m just going to leave this here. Trump’s first budget began on October 1st. The receipts are in: * October ’25 …

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Families are paying 24% more for home appliances, 7% more for electronics and 6% more for clothes this Black Friday. America’s small businesses are barely surviving. Forget 2007. The US consumer today is facing a worse crisis.

Forget 2007. The US consumer today is facing a worse crisis. It's not Systemic Leverage; it's Household Arithmetic. My new memo breaks down the structural squeeze: why the 2026 economy faces a consumer solvency crisis, not a liquidity crisis. — Craig Shapiro (@ces921) December 3, 2025 This Black Friday, shoppers paid 7% more for electronics, …

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Silver demand explodes as the United States, China, India and central banks trigger a global metals rush

#Silver has broken out of a bullish triangle after weeks of coiling. The strong breakout candle indicates continuation of bullish momentum. pic.twitter.com/ZMMt99NwOz — Gold Predictors (@GoldPredictors) December 3, 2025 Investors are rushing into the silver market: Physical silver-backed ETF holdings jumped +15.7 million ounces in November. Year-to-date, silver ETF holdings have increased in 9 out …

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Elon Musk: Massive fraud is happening, aided by the state governments themselves

Why would any state refuse fraud checks when dead people are collecting benefits? “HOLEE SHIZZLES‼️ Starting next week, 21 Democrat-controlled states will lose federal SNAP funding for refusing to comply with USDA anti-fraud data requirements. – in the states that did comply, they found 186,000 dead people social security numbers being used – 500,000 people …

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Will VIX explode higher again in 2025?

Will VIX explode higher again in 2025? byu/DesmondMilesDant inWallStreetbetsELITE Carry trade is the main risk as far as short term volatility goes imo, if BOJ raises and the U.S. fed cuts we could be in for an Aug 2024 style flash sale. Why didn’t they cut the rates when markets fell -30% to start the …

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HUGE MISS! ADP data shows sharp slowdown in the U.S. labor market, almost all job losses were small businesses

Yikes. ADP employment report shows -32,000 jobs lost in November. Most industries were doing layoffs. The only ones still are hiring are hospitality and healthcare. But look at employment by firm size. There's a K-shaped economy among firms, too. Larger companies are still… pic.twitter.com/CsMQ4UAAyZ — Heather Long (@byHeatherLong) December 3, 2025 On US macroeconomic data: …

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