Burry, Gold, and the New Plan for Venezuelan Oil  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

January 06, 2026   |   Read Online Not a fan of Fred? Unsubscribe here.   Venezuela: Why Markets Rallied on the News Burry, Gold, and the New Plan for Venezuelan Oil January 6, 2026 MorningBullets is the fastest way to catch up on the market and political news that matter most to your money. Quick takes, sharp insight, and curated opportunities—served fresh every weekday morning. Sponsored Content Get Our Free AI Stock Report Before It's Gone Our latest Market Maven Insights report reveals 3 small-cap stocks triggering early buy-side signals. Access is free — but only for the next 48 hours. 📊 Download the Free Report By clicking this link you will automatically be subscribed to the Market Maven Newsletter. Privacy Policy Markets rally as investors look past the conflict to a potential revival of Venezuelan oil. Good Morning, Markets are pushing higher as investors "look through" the U.S. strike on Venezuela to focus on a potential energy windfall. We break down why the capture of Maduro sent both stocks and gold climbing, what Michael Burry thinks this means for Russian influence, and how U.S. oil majors are preparing to step in. If you're holding energy stocks or hedging with precious metals, this is the one to read. AT&T's planned headquarters move to Plano reflects a broader corporate shift toward suburban hubs, STAAR Surgical's acquisition by Alcon faces delays amid valuation scrutiny, and NYC's new mayor signals a controversial policing pivot that could reshape law enforcement priorities. Don't forget to voice your opinion in my polls below. Here are your Morning Bullets. – Truly yours, Fred Frost 📈 Yesterday's Market Recap Markets closed with a optimistic tone yesterday as Bitcoin led a crypto rally, pushing past $94,000 on strong institutional buying. Oil stocks like Chevron and Halliburton also gained traction amid geopolitical shifts, while tech held steady ahead of CES 2026. Bitcoin Breaks $94K: Institutional accumulation drove a 3.2% surge, with Ethereum and XRP also rallying. → Benzinga Oil Stocks Surge: Chevron up 5% and Halliburton up 11% on Venezuela developments. → CNBC Coinbase Gains 7%: Goldman Sachs upgrade reflects confidence in crypto's scale and brand. → StockTwits 📉 Daily Performance Snapshot Index/Asset Closing Value Change S&P 500 N/A 0% Nasdaq N/A 0% Dow Jones N/A 0% Gold N/A 0% Crude Oil N/A 0% Bitcoin N/A 0% 10-yr Treasury Yield N/A 0% 🔭 What to Watch Today Today's calendar isn't packed with blockbuster data, but pivotal events and geopolitical updates could sway markets. Keep your eyes on these developments as they unfold. Richmond Fed President Speech (Time TBD): Tom Barkin's remarks could offer clues on the Fed's rate stance for January, especially with inflation still above target and jobs data looming later this week. → Benzinga December S&P Services PMI (9:45 AM ET): The final read on U.S. services activity for December may signal whether economic momentum is holding—expect volatility if it deviates from forecasts. → ABC News CES 2026 AI Announcements (All Day): More reveals from Nvidia, AMD, and others at CES could lift tech sentiment or expose over-hype—watch for real-world application updates. → Stocktwits 💡 Opportunity Watch Amidst geopolitical upheaval and tech's relentless march, a few sectors and stocks stand out as potential plays. Here's where the smart money might look today. CoreWeave (CRWV): Shares rose 1.87% premarket after announcing integration of Nvidia's Rubin AI platform—early adopters in AI cloud services could see outsized growth as demand surges. → Benzinga Energy Sector (Chevron, Exxon Mobil): With Venezuela's oil reserves in play, energy giants could benefit long-term despite political risks—watch for policy clarity from the Trump administration. → MarketWatch Aeva Technologies (AEVA): Up 24.2% premarket after its LiDAR tech was tapped for Nvidia's DRIVE Hyperion platform—autonomous driving innovation remains a hot growth area. → Stocktwits Sponsored Content How Some Investors Built Fortunes Inside Retirement Accounts For years, one category of investment was effectively out of reach for most Americans—while insiders used it to potentially generate massive retirement gains. A new change could make access easier, and one fund may be the simplest way to participate. See How It Works By clicking the link above you agree to receive periodic updates from our sponsor. 🔥 The Big Bullet Markets Rally as U.S. Moves to Control Venezuelan Oil What happened: President Trump has taken decisive military action in Venezuela, resulting in the capture of dictator Nicolas Maduro. Financial markets reacted quickly to the news, as both stocks and gold prices rose. Investors appear to be looking past the immediate conflict and focusing on the potential economic benefits. At the same time, famous investor Michael Burry stated that this move will weaken Russia's global standing. He believes that by securing Venezuelan energy, Russian oil becomes much less important to the world. Why it matters: This event could reshape the global energy map. The President has indicated that American companies will play a major role in running the country's oil sector, which lit a fire under Chevron and its rivals. If the U.S. successfully revives Venezuela's oil production, it may lower costs and reduce reliance on other nations. Some savvy investors saw this coming; for instance, funds have held positions in refiners like Valero Energy for years in anticipation of such a shift. The goal is to cut off funding for foreign wars while boosting American energy interests. What's next: The focus now turns to how the U.S. will manage this transition. Reports state that the Energy Secretary plans to consult with oil industry leaders to create a plan for the sector. However, the path forward may be bumpy. Political groups have already organized protests against the capture of Maduro, which could lead to unrest. Investors should watch for signs of stability or further conflict in the region. The success of this operation depends on whether the U.S. can establish a legitimate order quickly. Silver, gold are big winners as investors look for safety amid Venezuela tumult – MarketWatch How the broader energy sector is reacting, offering a realistic look at the challenges U.S. companies will face in actually trying to rehabilitate Venezuela's oil infrastructure and what that means for global oil prices in the long term. – Business Insider Dow leads stocks higher in final hour as markets react to U.S.-Venezuela fallout – MarketWatch Reader Feedback Yesterday, I asked you: What do you think this move will do to markets next? The majority of you at 21% said "Cause short-term noise but no real change" Eric from Tennessee replied: "I think it will make things a little shaky for a short time, but nothing will really change." Here's what I'm asking you today: What is your honest take on the U.S. taking control in Venezuela? It's smart—I want cheaper gas. It's wrong—We are just stealing their oil. It's good—We had to stop their leader. Unsure / No opinion. Other As always if your opinion is not here, or you want to throw your two cents at me, reply to the E-mail, and let me know your exact thoughts. 🧭 Policy & Market Ripples AT&T Headquarters Move: Shifting from Dallas to Plano, Texas by 2028, joining a suburban corporate trend. → Fox Business STAAR Surgical Vote Delay: Alcon acquisition vote may be postponed as offer reevaluation continues. → Seeking Alpha NYC Policing Shift: Mayor Mamdani's moves suggest deprioritizing crime-fighting, sidelining NYPD leadership. → Daily Signal 📜 This Day in History – January 6 January 6 has a bureaucrat's backbone and an engineer's instinct. Moments when systems were standardized, markets widened, and culture made itself easier to reproduce. 1937 – The U.S. Congress convened for the first time on January 6 under the Twentieth Amendment, tightening the lag between elections and governance — a small calendar tweak with real institutional efficiency gains. 2009 – China established COMAC, signaling intent to build a domestic commercial aviation industry and challenge long-standing global duopolies. 1838 – Samuel Morse first publicly demonstrated the telegraph, shrinking information latency and laying groundwork for real-time markets. 1883 – The Metropolitan Opera House opened in New York City, scaling elite performance into a durable cultural institution with global reach. Today's Trivia What is the primary purpose of consumer protection laws? A) To guarantee profits for businesses B) To protect consumers from unfair, deceptive, or unsafe business practices C) To regulate international trade D) To control inflation Last year, 28% of you chose the right answer to the trivia question: To correct market failures and protect consumers or the economy If women didn't exist, all the money in the world would have no meaning. – Aristotle Onassis Thanks for Reading. Stay Sharp. Stay Focused. Fredrick Frost Editor, MorningBullets   Update your email preferences or unsubscribe here © 2026 Morning Bullets 20 North Orange Ave. Floor 11 Orlando, Florida 32801, United States of America Terms of Service