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The Friday (Zombie & Cockroach) Wrap

The Friday (Zombie & Cockroach) Wrap

December 05, 2025

The Friday (Zombie & Cockroach) Wrap,

Commentary from the Distilled Perspective of Patrick T Bulger Analytics

Happy Holidays Everyone!

Now, back to being Serious about your portfolio.

  • Three top Takeaways from the week:

1) Canadian Collateral & Currency Volatility...
Are they intervening?
2) Swiss Volatility still appears to exist.
Are they Unwinding?
3) US macro data looks unhealthy. Credit picture looks concerning.

  • Note on Data,

    We closed the Government for roughly a month and a half…

Data is scattered and lagged,
Some numbers were delayed,
Now some are simply missing...

Next up: January. Yes, less than 30 days away.
We will face another potential Government shutdown...
We'll see how the data blackout progresses...

  • Your Solution: Stay Tuned Here, Click Connect/Follow

For you, we will continue to sort through the spin and confusion.
We are satisfied with our non-government generated data that we follow.

Who or What will surprise next,
Shadow Banking, Zombie Companies, Financial Cockroaches...?

  • Call in for a discussion about cautious positioning for your serious capital.

    Hit the "Ask" button to reach out.

#Data #Shutdown #YourPortfolio #investmentrisk



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