Tuesday Watch

Night Trading 

• Asian equity indices are +.5% to +1.25% on average.

• Asia Ex-Japan Investment Grade CDS Index 110.25 +3.75 basis points. 

• China Sovereign CDS 62.75 -3.5 basis points.
  

• Bloomberg Emerging Markets Currency Index 52.63 +.08%. 
• Bloomberg Global Risk-On/Risk Off Index 2,932.0 +63.0 points.
• Volatility Index(VIX) futures 28.3 +.4%.
• Euro Stoxx 50 futures -.9%.

• S&P 500 futures -.04%.

• NASDAQ 100 futures -.28%. 

Morning Preview Links

Earnings of Note 
Company/Estimate 

 

Before the Open: 

• (AZO)/17.83
• (BIDU)/9.00
• (DPZ)/4.29
• (EBIX)/.72
• (FSS)/.38
• (HRL)/.44
• (TWNK)/.23
• (IGT)/.40
• (SJM)/2.08
• (KSS)/2.11
• (ONON)/.00
• (PRGO)/.56
• (SE)/.91
• (TGT)/2.85
• (WEN)/.15
  

After the Close:

• (AMC)/-.24
• (BGS)/.42
• (FSLR)/1.06
• (HPE)/.46
• (JAZZ)/3.63
• (JWN)/1.03
• (ROST)/.97
• (CRM)/.75
• (SGMS)/-.35
• (URBN)/.52
  

Economic Releases

10:00 am EST

• Construction Spending for Jan. is estimated to rise +.1% versus a +.2% gain in Dec.
• ISM Manufacturing for Feb. is estimated to rise to 58.0 versus 57.6 in Jan. 
• ISM Prices Paid for Feb. is estimated to rise to 77.5 versus 76.1 in Jan.
• ISM New Orders for Feb. is estimated to fall to 56.3 versus 57.9 in Jan.
  

Afternoon:

• Wards Total Vehicle Sales for Feb. is estimated to fall to 14.45M versus 15.04M in Jan.

Upcoming Splits

• None of note
  

Other Potential Market Movers

• The State of the Union address, China Manufacturing PMI report, weekly US retail sales reports, Keefe Bruyette Woods Payments/Finance/Tech Conference, (ADT) investor day, (CVX) investor day and the (ETN) investor conference could also impact global trading today.

US Equity Market Hours

• 9:30 am - 4:00 pm EST
  

BOTTOM LINE: Asian indices are mostly higher, boosted by industrial and commodity shares in the region. I expect US stocks to open mixed and to weaken into the afternoon, finishing modestly lower. The Portfolio is 25% net long heading into the day.

Stocks Falling into Final Hour on Diminishing Russia/Ukraine De-Escalation Hopes, US Policy-Induced Stagflation Fears, Soaring Emerging Markets Debt Angst, Financial/Tech Sector Weakness

Broad Equity Market Tone:

• Advance/Decline Line:  Lower
  

• Sector Performance: Most Sectors Declining
  

• Volume:  Above Average

• Market Leading Stocks: Performing In Line
  

Equity Investor Angst:

• Volatility(VIX) 31.9 +15.7%
• Bloomberg Global Risk On/Risk Off Index 2,735.0 -471.0 points

• Euro/Yen Carry Return Index 132.61 -1.1%

• Emerging Markets Currency Volatility(VXY) 10.6 +5.4%

• CBOE S&P 500 Implied Correlation Index 49.0 +6.8% 

• ISE Sentiment Index 113.0 +28.0
  

• Total Put/Call .92 -5.2%

• NYSE Arms 1.21 +59.2%

Credit Investor Angst:

• North American Investment Grade CDS Index 67.65 +1.3%
  

• US Energy High-Yield OAS 423.28 +2.8%

• European Financial Sector CDS Index 81.49 +5.2%

• Italian/German 10Y Yld Spread 157.0 -3.0 basis points
  

• Asia Ex-Japan Investment Grade CDS Index 113.30 +2.6%
  

• Emerging Market CDS Index 292.90 +18.5%
  

• China Corp. High-Yield Bond USD ETF(KHYB) 30.52 -.78% 
• Ukraine Sovereign Debt Credit Default Swap 2,934.19 +1.6%
  

• 2-Year Swap Spread 18.5 -.25 basis point
  

• TED Spread 23.25 +4.5 basis points
  

• 3-Month EUR/USD Cross-Currency Basis Swap -41.5 -18.0 basis points
  
• MBS  5/10 Treasury Spread  101.0 -1.0 basis point
  
• iShares CMBS ETF 51.37 +.38%
  

Economic Gauges:

• Bloomberg Emerging Markets Currency Index 52.35 -2.11%
• 3-Month T-Bill Yield .30% unch.
  

• Yield Curve 41.5 +3.75 basis points
  

• China Iron Ore Spot 145.5 USD/Metric Tonne +5.3%

• Citi US Economic Surprise Index 40.1 -1.7 points

• Citi Eurozone Economic Surprise Index 67.8 -4.8 points
  

• Citi Emerging Markets Economic Surprise Index 34.4 -2.1 points

• 10-Year TIPS Spread 2.64 +8.0 basis points
  
• 0.0%(unch.) chance of no change at May 4th FOMC meeting, 0.0%(unch.) chance of no change at June 15th meeting

US Covid-19:

• 136 new infections/100K people(last 7 days total). 8.0%(-1.0 percentage point) of 1/14 peak -23/100K people from prior report.
  
• New Covid-19 patient hospital admissions per 100K population -79.0%(-7.0 percentage points) from peak 7-day avg. of 1/9/21 - 1/15/22
  

Overseas Futures:

• Nikkei 225 Futures: Indicating +116 open in Japan 
• China A50 Futures: Indicating +59 open in China

• DAX Futures: Indicating -226 open in Germany

Portfolio:

• Higher: On gains in my industrial/commodity sector longs, index hedges and emerging  market shorts
  

• Disclosed Trades:  Added to my (IWM)/(QQQ) hedges
  

• Market Exposure:  Moved to 25% Net Long
  

Mid-Day Market Internals

NYSE Composite Index:

• Volume Running +28.4% Above 100-Day Average 
• 4 Sectors Rising, 7 Sectors Declining
• 47.2% of Issues Advancing, 49.8% Declining
• 55 New 52-Week Highs, 61 New Lows
• 40.7% of Issues Above 200-day Moving Average
• Average 14-Day RSI 46.3% 
• Bloomberg Global Risk-On/Risk-Off Index 2,855.0 -355.0 points
• Russell 1000: Growth/Value 16,466.0 +.5%
  
• Vix 30.4 +10.2%
• Total Put/Call .90 -7.2%
• TRIN/Arms 1.20 +57.9%

Monday Watch

Today's Headlines

Bloomberg:      

• Russians Rush for Dollars as Sanctions Threaten Ruble Collapse.  
• Sberbank Europe Probably Can’t Pay Debts on Time, ECB Says.
• Russia 'Frustrated' by Slow Progress Against Tough Ukrainian Resistance.  
• Does Putin's Military Order Raise the Risk of Nuclear War?   
• Ukraine to Hold Talks With Russia on Border With Belarus.  
• EU Proposes Sanctions on Some of Russia’s Wealthiest Tycoons.
  
• EU Discusses Sanctions on Tycoons; Dollar Surges: Ukraine Update.
• Japan’s Output Falls as Supply Snags Add to Contraction Risk.
  
• China’s Stimulus Fails to Jolt Construction in Blow to Economy.
• Dollar Surges Versus Almost Everything on Ukraine Conflict Risks.  
• Bitcoin, Ether Slide as Ukraine Conflict Spurs Risk-Asset Flight.
• U.S. Futures Sink, Oil Up as West Isolates Russia: Markets Wrap.
• Gold Surges as Ukraine Conflict, Western Sanctions Boosts Haven.  
• Energy Firms Snap Up Russian Gas as Europe Seeks Alternatives.
  
• Oil Jumps as More Sanctions on Russia Spur Energy Crisis Fears.  
• Treasury Yields Slide as Ukraine Risks Turbocharge Haven Demand.   
• SWIFT Ban Means the Fed May Need to Be Ready With Dollars   
• U.S. Advises Citizens to Consider Leaving Russia Immediately.  
• Million-Dollar Home Listings Dry Up for Wealthy Suburban Buyers.  
• Prices Rise So Fast That Firms Can’t Keep Up, Fed Survey Shows.

Wall Street Journal:

• Ukrainian Forces Hold Kyiv as Talks With Russia Are Planned.
• U.S. Looks to Make China Pay for Close Ties to Russia.
• Car Parts, Chips, Sunflower Oil: Russia’s War in Ukraine Threatens New Shortages.
• Ukraine Crisis Upends Investing Playbook for 2022.
• How Zelensky and Putin Are Using Online Media in the War for Ukraine.
• Thousands of Russians Protest Invasion of Ukraine.
• In Manhattan’s ‘Little Ukraine,’ People Gather to Denounce Russian Invasion, Find Solace.
• Supreme Court to Hear Case That Could Hobble Biden’s Global Warming Approach.
• Investors Bet Oil Still Has Room to Run After Touching $100. 
• Putin Gambles That the West Is Weak. Both militarily and culturally, we’ve been derelict in our duty to defend our civilization. 
• Ukraine Leads the World. The brave resistance to Putin is an inspiration and lesson to the world.
• High Food Prices to Pressure Inflation This Year.

Fox News:   

• Expert says Vladimir betting on innocent lives using psychological warfare but points out one problem.
• PHOTOS: DC protesters express support for Ukrainians, call for tougher sanctions.
• Biden admin dismisses calls to increase oil production at home as prices soar.
• Why Putin raised alert for largest stockpile of nuclear warheads: GOP.

CNBC:

• Ukraine hospitals could run out of oxygen in 24 hours as war disrupts health services, WHO says.
• Germany announces major defense policy shift in face of Russia’s Ukraine invasion.
• New York City to lift vaccination mandate for businesses, events.

Zero Hedge:

• EU Provides $500 Million To Buy Arms For Ukraine; Turkey Readies Closure Of Straits To Russian Navy.
• Pozsar Warns Of Another "Lehman Weekend" As Russia Sanctions May Trigger Central Bank Liquidity Flood.
• Russian Propaganda Playbook Extends To 'Dirty Bomb' Threats. 
• All Hell Breaks Loose As Global Markets Open: Stocks Crash, Oil & Gold Surge.
• Russia Central Bank Bans Selling Of Russian Securities By Foreigners.
• Belarus' Lukashenko Says West Is Pushing Russia Into "Third World War".
• Weekend worries.
• UN Reports 368,000 Ukrainian Refugees Have Fled War-Torn Country.
• Kiev Mayor Says City Now "Fully Surrounded, Under Siege" Making Evacuation Impossible.
• "I'm In Shock": Russians Scramble To Pull Money From ATMs As Bank Runs Begin.
• OPEC+ Likely To Stand By Plans To Only "Gradually" Increase Production, Despite Crude Volatility.
• In "Unacceptable Escalation", Putin Orders "Nuclear Deterrence" Forces On Alert.
• The CDC Discovers Actual Public Health, Just In Time.
• Russian Forces Slowed By Strong Ukrainian Resistance, Officials Say.
• ECB's Lagarde Urges Immediate Crypto Regulation To Stop Putin Evading Sanctions.
• "Bring Only A Passport" - Ukraine Removes Age Limits To Enlist In Army As Fighting Intensifies.
• Chernobyl Is Now A War Zone: What Could Go Wrong?
• Elite Capture.
• New Zealand High Court: Vaccine Mandate Not "Demonstrably Justified", Breach Of Rights.
• Workers At Starbucks Cafe In Mesa Vote To Unionize In Latest Threat To Corporate Profits.
• The Clinton Campaign's Two-Pronged Plan To Create The Trump–Russia Collusion Narrative.
• LA Is Spending Up To $837,000 Per Unit To House The Homeless.

MarketWatch.com:       

• In major shift for Europe, Germany to spend $113B on defense.  
• BP to Exit 20% Stake in Russia’s Rosneft.

NewsMax:

• Pentagon: Putin's Nuclear Alert Makes Ukraine Situation 'Much, Much More Dangerous'. 
• Russian Forces Appear to Shift to Siege Warfare in Ukraine.
• Volunteers Extend Help to Thousands of Refugees from Ukraine.
• Two of Russia's Billionaires Call for Peace in Ukraine.  
• Ukraine Vows No 'Capitulation' at Talks, Putin Orders Nuclear Alert.  
• US Embassy: US Nationals Should Leave Russia 'Immediately'.

TheGatewayPundit.com:

• WATCH: Rising GOP Star Kari Lake Tells Tyrants To “SHOVE IT” During CPAC Speech, Crowd Reacts: “USA, USA, USA”. 
• Biden Approval Drops to 37 Percent in ABC-WaPo Poll. 
• New York State to Lift Mask Mandate For Schools March 2 – One Day After Biden’s SOTU Address.
• Trump Calls on Republicans to Launch Select Committee to Investigate Hunter Biden and Biden Family Corruption (VIDEO).
• Psaki Says Biden Wants to Reduce Our Dependence on Foreign Oil by Using Green Energy (VIDEO).
• Macomb County Nursing Home Employee Sentenced to Jail for Forging Signatures of Mentally Disabled on Absentee Ballot Applications.
• US Secret Service Claims it CAN’T FIND Three Years Worth of Hunter Biden’s Travel Records After Agency Made “Extensive, Inappropriate Redactions” to Docs Produced Last Month.
• ‘The People’s Convoy’ SWELLS to Over 1,000 Vehicles as Truckers Pass Through Texas (VIDEOS).
• EXCLUSIVE: THE BIDENS’ UKRAINIAN BLOOD MONEY – What the U.S. Government and Mainstream Media Hid from the Public.
• Did Joe Biden Take the Weekend Off? There Is No Evidence He Has a SCIF at His Delaware Home that Is Needed for Intelligence Briefings.

The Epoch Times:

• China, US Flex Military Muscles Near Taiwan Amid Ukraine Crisis.

Twitter:

• @aginnt - This weekend in Vienna against COVID law. (video)
• @IntelCrab - The bank runs begin. Long lines in #Moscow for ATM withdrawals. (video)

GETTR: 

• @DiscloseTV - JUST IN - Belarus abandons its non-nuclear status. Constitutional "referendum" approved by majority, proclaims the Central Election Commission.

OpenVAERS:

• VAERS US COVID Vaccine Adverse Event Reports. 767,082 Reports(+6,981 from prior week) Through February 18, 2021.
  

SKirsch.com:

• Using the MGH numbers with our own VAERS queries, we have 247 cases per million doses from the MGH study divided by 5.97 cases per million doses from VAERS. 247/5.97 = 41. This suggests that the VAERS under-reporting factor (URF) is 41X.

Covid-19(Data, Maps, Graphs):

• Our World in Data:  New Global Covid-19 Cases(7-day rolling average graphs). New US Covid Hospital Admissions/ICU Admissions/Deaths
  
• FT.com:  Fully Vaccinated by Country(graph). Global Lockdown Stringency Index(map).
• Bloomberg.com:  International Travel Restrictions.  Case Graphs by State.
  
• NYTimes.com:  County Trends and Clusters. Local ICU Occupancy.
  
• Brown School of Public Health:  Covid Severity by State/County(map).  US Hospital Capacity(region).
  
• CovidActNow:  Covid Severity/Infection Rate by Metro Area.
  
• KFF:  US Vaccinations by Race/Ethnicity.
  
• Carnegie Mellon: Covid-Like Symptoms in Community. Covid Symptom Searches on Google. Covid-Related Dr.Visits.  Restaurant Visits. Wearing Masks. (graphs)
  
• Safegraph.com:  Commerce Patterns(graphs).

Night Trading

• Asian indices are -.25% to +.5% on average.
• Asia Ex-Japan Investment Grade CDS Index 112.25 +5.75 basis points.
• China Sovereign CDS 66.25 +6.5 basis points.
• Bloomberg Emerging Markets Currency Index 53.45 -.04%.
• Bloomberg Global Risk-On/Risk Off Index 3,188.0 -20.0 points.
• Volatility Index(VIX) futures 29.8 +9.2%. 
• Euro Stoxx 50 futures -2.74%.
• S&P 500 futures -1.8%.
• NASDAQ 100 futures -1.9%.

Morning Preview Links

Earnings of Note

Company/Estimate

Before the Open:

• (ASTE)/.03
• (WHD)/.20
• (EXC)/.78
• (ITRI)/.19
• (JLL)/6.81
• (RIDE)/-.75
• (MCFE)/.28
  

After the Close:

• (DDD)/.04
• (AMBA)/.42
• (BLNK)/-.41
• (GDRX)/.01
• (GRPN)/.22
• (HPQ)/1.02
• (TREX)/.53
• (WDAY)/.71
• (ZM)/1.07
  

Economic Releases

8:30 am EST

• The Advance Goods Trade Balance for Jan. is estimated at -$99.3B versus -$100.5B in Dec.
• Wholesale Inventories MoM for Jan. is estimated to rise +1.3% versus a +2.2% gain in Dec.
• Retail Inventories MoM for Jan.
  

9:45 am EST

• The MNI Chicago PMI for Feb. is estimated to fall to 62.3 versus 65.2 in Jan.

10:30 am EST

• The Dallas Fed Manufacturing Activity Index for Feb. is estimated to rise to 2.5 versus 2.0 in Jan.
  

Upcoming Splits

• None of note
  

Other Potential Market Movers

• The China Non-Manufacturing PMI and the BMO Metals&Mining Conference could also impact trading today.

US Equity Market Hours

• 9:30 am - 4:00 pm EST

BOTTOM LINE: Asian indices are modestly higher, boosted by commodity and industrial shares in the region. I expect US stocks to open lower and to maintain losses into the afternoon.  The Portfolio is 50% net long heading into the week.

Today's Headlines

Bloomberg:

• Putin Ramps Up Ukraine Invasion Pronouncing Peace Talks Dead.
• Italy Sought Russian Deals Shortly Before Putin Invaded Ukraine.
• EU, U.S. Agree to Disconnect Some Russian Banks From SWIFT.
  
• Germany Makes Historic Shift on Weapons to Ship Ukraine Arms.   
• Hackers Destroyed Data at Key Ukraine Agency Before Invasion.  
• A Stock Trader’s Guide to a World Where Oil Costs $100 or More.  
• Truckers Say This Is the Worst Time for Biden’s Plan to Cut Emissions.  
• Germany to Ban Russian Flights, EU May Follow: Ukraine Update.    
• Stagflation Threat Rattles Bond Traders as Fog of War Descends.
• Why the Black Sea Matters to Commodity Markets.  
• Iraq Shuts Down Two Oil Fields, Further Curtailing OPEC Output.
• Fed’s Powell Looks to Balance Inflation, Ukraine Risks: Eco Week.   
• Charting the Global Economy: War Driving Inflation, Growth Risks.

Wall Street Journal:

• Ukrainian Forces Repel Russian Attack on Kyiv.
• Live Updates.
• Are Virtual Worlds Safe for Children?
• Ordinary Ukrainians Rally to Defend Homeland From Russia.
• Russia’s Energy Dominance Ties West’s Hands in Ukraine War.
• Russian Bitcoin, Crypto Could Be Part of Future Sanctions.
• Children and Belongings in Tow, Ukrainians Flee Invasion.
• The New Sticker Shock.
• Covid-19 Booster Shots Are Slowing as Omicron Surge Fades.
• Global Air Travel Disrupted by Invasion of Ukraine.
• John Kerry’s Ukraine Emissions. He frets that Russian brutality will distract from climate change.

Barron's:

• Had bullish commentary on (GLD), (GT), (DE), (KMX), (AQUA), (AWK), (STZ), (JWN) and (IAU).

Fox News: 

• LIVE UPDATES: Ukrainian citizens take up arms and stand united for another night of Russian onslaught.
• Russia's war on Ukraine: 'Babies and children pay the highest price'.
• Ukrainian ambassador to US makes plea 'so we can save more lives' as war rages.
• Germany says it WILL punish Russia as world rallies behind Ukrainian forces.

CNBC:

• Warren Buffett in annual letter calls Apple one of ‘Four Giants’ driving Berkshire Hathaway’s value.
• ‘People are literally afraid to sleep’: Living under Russian bombs in Ukraine.
• Ukraine fight isn’t proceeding as quickly as Russia expected, U.S. Defense official says.
• MLB owners could delay Opening Day if there’s no labor deal by Monday.

Zero Hedge:

• EU Ministers Will Meet Sunday To Begin Work On Cutting Russia Off From SWIFT.
• Russia's Military Announces Bigger "Advance In All Sectors" As Zelensky Vows Ukrainians Will Fight.
• Gundlach Is Moving DoubleLine's $134 Billion Money Management Arm To Florida, From California.
• Musk's Starlink Service Now Active In Ukraine After Russia Invasion Causes Internet Disruptions.
• 150,000 Refugees Flee Across Europe As Ukrainian Fighting Intensifies.
• Masks Still Required For Air Travel Despite CDC's New Guidance.
• Watch: Ukrainian 'Tank Man' Trying To Block Russian Military Convoy.
• 62% Of Voters Say Putin Wouldn't Have Invaded If Trump Were President; Poll.
• Shellenberger: Western Elites Are Putin's 'Useful Idiots'.
• Maxwell Judge Schedules Hearing To Consider Granting New Trial For Ghislaine.
• We crashed on the downside. Will the current upside “crash” continue?
• The longest short week in a while...
• Who Is Ketanji Brown Jackson, President Biden's Supreme Court Nominee?
• "Vodka Rebellion" Begins - Canada, US Bars, Liquor Stores Remove Russian Alcohol From Shelves.
• US Govt Just Admitted This Is A War That Will Determine Who Will Rule The New World Order.
• From 1991 To Now: The Chronology Of A Ukrainian Crisis.
• The True Cost Of The Green Energy Boom Is Now Being Realized.
• US Phoning "Every American" Reachable Inside Ukraine As Private Evac Efforts Begin.
• "Cash Delay" Deliveries Strike Polish ATMs As People Panic Hoard Amid Ukraine Crisis.
• Anti-War Protests Break Out In Russian Cities As Many Shocked At Scale Of Ukraine Invasion
• Will Russian Invasion Of Ukraine Embolden China?

MarketWatch.com:      

• As oil prices rise, Russia-Ukraine war complicates airlines’ pandemic recovery — and could also hike ticket prices in the U.S.  
• Tactical advice to Ukraine’s citizens from urban warfare expert hits Twitter as battle for Kyiv intensifies.
  
• SWIFT banking sanction against Russia raises regulatory risk for crypto regs: Analyst.

NewsMax: 

• Opposition to Russia, Putin Grows in Europe.
• Germany Sending 500 'Stingers' to Ukraine, Backs Swift Sanctions.

TheGatewayPundit.com: 

• Joe Rogan Rips Bill Gates: “You’re Giving Out Health Advice And You’re Sick”.
• Leadership: The US Offered Ukrainian President Zelensky a Flight from the Country to Save His Life — He Refused, Says He Wants to Stay and Defend His Country.
• Ukraine’s Zelensky and Russia’s Putin Are Negotiating a Time and Place to Meet BUT Failed US Diplomats Want the Biden Regime to Negotiate with Putin.
• Ontario Superior Court Judge TORCHES Father Who Tried to Seek Full Custody Because Mother Didn’t Want to Vaccinate Their Kids.
• Ben Carson On Parents Skeptical Of Kid Vaccines: “Makes You A Very Good Parent”.
• Emergency Room Visits Due to Eating Disorders Doubled For Teen Girls During Pandemic.
• US Freedom Convoy Trucker Left Stranded After Penske Corporation Turns Off Power Remotely to His Rental Truck.
• Dem Governors Mocked For Fleeing To Free State Of Florida For Annual Meeting.
• Russia Taunts Weakness of West and Biden Regime as Invasion of Ukraine Enters Third Day — Russia Pounds Ukrainian Cities, Military Convoy Destroyed.
• Analysis: Hispanic Shift To GOP Is Building.
• Can’t Make This Up: Biden Prepares to Deploy US Border Patrol Agents to “Assist” With Ukraine Border Crossings in Poland: Report – Meanwhile, US Southern Border Still Remains Wide Open.
• The Great Reset: National Vaccine Passport Rolled Out in 21 States and More Are Joining Including Red States. 
• Big Tech Allows Russian War Propaganda While They De-Platform Pro-American Voices. 

The Epoch Times:

• CCP Has ‘Spread Its Tentacles Throughout American Society’: Lawmakers Demand US Push Back Against Chinese Influence.
• Beijing, Moscow, and Tehran Coordinate the Destruction of Democracy.

Twitter:

• @RealCandaceO - Do you know who is going to win the Ukraine vs. Russia conflict?China. But perhaps the Biden administration already knew that.
• @visegrad24 - One of most important charts to understand the EU response to the invasion. (graph)
• @JavierBlas - The White House, in call with reporters tonight, made very clear that it's actively making sure that the SWIFT move against Russia does NOT impact energy payments, using two potential paths.
• @mrctv - ICYMI: Joe Biden said that we will have "a conversation in another MONTH OR SO to see if" his sanctions on Russia and Putin are working. Can Ukraine wait a month? (video)
• @UkraineDiary - Armed with hammers and pistols, Ukrainians wait at barricades: At makeshift checkpoints, motley crews of citizens vow to do everything in their power to halt the Russian advance.
• @backtolife_2002 - The US convoy for freedom now over 10 miles long as it's hits Texas en route to Washington. (video)
• @ScooterCasterNY - Some Ukrainian supermarkets are starting to look more empty. (video)
• @stutzky - This photo brought tears to my eyes. Two young Ukrainian children sending off soldiers to fight the Russians. The kids holding hands, the girl holds a stuffed animal, the boy (her brother?) salutes. Look what he has on his back. This picture speaks a thousand words. (pic)
• @ErezNeumark - Brave #Ukrainians defending #Kyiv against #Russian armored vehicles with barricades and molotov cocktails. (video) #Ukrainian president #Zelenskiy stays in #Ukraine, in command, risking his and his family's life, alongside his troops. (video)
  
• @michaelh992 - People singing the Ukrainian Anthem in a bomb shelter in Cherkasy. (video)
  
• @kylenacecker - Ten reasons why Putin is invading Ukraine *now*: 1. Democrats disarmed Ukraine's nukes & military weapons (Clinton, Obama) 2. Obama's presidency softened up America 3. Democrats undermine US energy production 4. Oil prices now *high* (just like w/ Georgia, Crimea invasions)...
• @ZindaDemocracy - #Zelensky addressed the people. "Good morning everybody. Do not believe fake news. I am here. We will not lay down our weapons. We will defend our state. Our weapons are our strength. This is our land. Our country. Our children. We will protect all of them.” (video)
  

GETTR:

• @DiscloseTV - NOW - Trump: "We're praying for the proud people in Ukraine. God bless them all." (video)
  

OpenVAERS:

• VAERS US COVID Vaccine Adverse Event Reports. 767,082 Reports(+6,981 from prior week) Through February 18, 2021. 

SKirsch.com:

• Using the MGH numbers with our own VAERS queries, we have 247 cases per million doses from the MGH study divided by 5.97 cases per million doses from VAERS. 247/5.97 = 41. This suggests that the VAERS under-reporting factor (URF) is 41X.

Covid-19(Data, Maps, Graphs):

• Our World in Data:  New Global Covid-19 Cases(7-day rolling average graphs). New US Covid Hospital Admissions/ICU Admissions/Deaths
  
• FT.com:  Fully Vaccinated by Country(graph). Global Lockdown Stringency Index(map).
• Bloomberg.com:  International Travel Restrictions.  Case Graphs by State.
  
• NYTimes.com:  County Trends and Clusters. Local ICU Occupancy.
  
• Brown School of Public Health:  Covid Severity by State/County(map).  US Hospital Capacity(region).
  
• CovidActNow:  Covid Severity/Infection Rate by Metro Area.
  
• KFF:  US Vaccinations by Race/Ethnicity.
  
• Carnegie Mellon: Covid-Like Symptoms in Community. Covid Symptom Searches on Google. Covid-Related Dr.Visits.  Restaurant Visits. Wearing Masks. (graphs)
  
• Safegraph.com:  Commerce Patterns(graphs).