Dec 23, 2025

1. Email from ASEAN Wonk (Subject: What’s Next After Global Anti-Scam Conference in Thailand?)

Summary:

This newsletter discusses the outcomes and significance of the global anti-scam partnership conference held in Thailand, highlighting challenges such as Cambodia-Thailand border tensions and the ongoing regional political transitions. It covers various geopolitical and geoeconomic trends, including denial of terror links, a new Kremlin geoeconomic announcement, quiet boosts in defense assistance, a 2026 digital platform warning, and emerging partnerships. The message underlines the complexity of regional cooperation amid these tensions and the importance of monitoring future developments and data points related to scam networks, international cooperation, and cybersecurity. Readers are encouraged to subscribe for full access to detailed analyses and implications.

1. Email from Financial Horse (Subject: FINAL CALL! Dividend Investing Masterclass – Holiday Promo!)

Summary:

This email promotes a comprehensive Dividend Investing Masterclass tailored for investors at all stages, with content specific to the Singapore market. The course covers fundamental and technical analysis of dividend stocks and REITs, portfolio construction, risk management, and active macro investing. It includes over 20 hours of video content and supplementary materials, available for lifetime access with updates. A holiday promotion offers a 40% discount using promo code “flashsale” plus three months of premium content access. The message emphasizes building a confident, long-term dividend portfolio focused on stable and sustainable income.

1. Email from MarketWatch (Subject: Need to Know: How this commodity trader is preparing for a second wave of inflations)

Summary:

This newsletter highlights insights from a former commodity trader warning about a potential second wave of inflation similar to the 1970s, driven by factors including the fading of China’s deflation export, geopolitical tensions, reshoring trends, and unprecedented fiscal spending in the U.S. and Europe. The recommended investment strategy includes favoring stocks over long-term bonds, focusing on commodity producers, infrastructure plays, real estate, and holding a diversified portfolio with commodities, short-term bonds, and cash. The email also provides market data on major indexes, commodities, and notable company news. Caution is advised regarding the costs and risks associated with commodity investing.

1. Email from Fluent in Finance (Subject: 💥 Rising Unemployment & The Truth About Inflations)

Summary:

This detailed newsletter analyzes recent economic data showing softer inflation readings amid rising unemployment (now at 4.6%, highest in four years) and concerns about the Pentagon’s financial management. It examines how market optimism, driven by big tech and AI, contrasts with broader economic weaknesses. Key topics include inflation trends, the Pentagon’s audit failures, record highs in gold and silver prices, the Bank of Japan’s interest rate hike, and the associated risks to global markets. The author advises diversified portfolios spanning tech, value stocks, precious metals, and cash; emphasizes risk management and systematic investment approaches; and provides technical analysis of major indices, tech stocks, and Bitcoin. The newsletter ends with highlighted top stocks and trade ideas.

1. Email from Axios Pro Rata (Subject: Axios Pro Rata: Prediction competitions)

Summary:

This edition of Axios Pro Rata outlines recent developments in the prediction markets sector, noting growing competition among new entrants like Kalshi, Robinhood, and DraftKings, alongside regulatory challenges exemplified by Coinbase’s lawsuit against some states over federal authority. It also covers Permira and Warburg Pincus’s $8.4 billion buyout of Clearwater Analytics, a cloud-based investment accounting software firm. Additional venture capital deals, private equity investments, M&A activity, IPO filings, and personnel changes are detailed. The newsletter offers expert opinions on the growing significance and potential impacts of prediction markets in financial trading and regulatory landscapes while reporting on notable transactions and market movements.

Stay Well!