Monday Watch

Today's Headlines

Bloomberg:

• Trump Is Safe in Florida After Another Assassination Attempt.
• China’s Deepening Slowdown Tests Xi’s Tolerance for Growth Miss.
• Asia Stages Cautious Open After Bleak Chinese Data. 
• Oil Steadies as Falling Libyan Exports Offset Weak Chinese Data.
• Threat of US Civil Unrest Is Low But Rising, Analysis Finds.
• Fed Ready to Unshackle US Economy With Soft Landing at Stake.
• S&P 500 Is Surviving Big Tech’s Slide as ‘Other 493’ Catch Up.
• Apple’s New Hearing Aid and Health Upgrades Saved iPhone 16 Launch. 
• How Nvidia Changed the Game.
• Five Key Charts to Watch in Global Commodity Markets This Week.

Zero Hedge: 

• "Nothing Will Slow Me Down" - Trump Reacts After Second Assassination Attempt.
• Hartnett: This Is The Best Hedge Against Inflation Reacclerating In 2025.
• Hedge Funds Pile On Shorts, Sell Stocks For 5th Consecutive Week Despite Furious Rally.
• Sachs: How The Neocons Chose Hegemony Over Peace Beginning In The Early 1990s.
• From Carolina Roofer To Ukraine Activist: Would-Be Trump Assassin Ryan Routh Gave Many Interviews With MSM .
• The Progressive Suicide Cult Is Rolling Out The Welcome Mat For The Third World.
• California Homeowners Are Losing Their Insurance. Here's Why...
• Why Goldman's Commodity Desk Thinks Silver Is About To Soar.
• Weekend News Round Up - Newsquawk Asia-Pac Market Open.
• MSM Climate Alarmists Stumped After 'Boiling Oceans' Result In Very Quiet Hurricane Season.
• IRS Whistleblowers Sue Hunter Biden's Lawyer Abbe Lowell for Defamation.
• "Results Could Take A While": NY Times Primes Voters For Election Night Malarkey.
• Professor Sends His 'What If Jan 6 Succeeded' Comic-Book To All Pennsylvania High Schools.
• Five Clues To The Future Of AI From Recent Headlines.
• Venezuela Arrests Navy SEAL Among Several Foreigners Behind Alleged Maduro Assassination Plot.
• Russia & The West Are Engaged In Political Choreography Over Ukraine's Use Of Long-Range Weapons.
• "Huge Win": Pennsylvania Supreme Court Rules To Disqualify Undated, Misdated Mail-In Ballots.
• NYC Subway Murders Soar 60% As Nationwide Data Backs Trump On Crime Spike Under Biden-Harris.
• Why So Serious? (part II).
• Tech Positioning Has Declined Sharply.
• Labor Market Impact On The Stock Market.
• In Bid For Global Dominance, Beijing Builds EV Factories In Africa.
• JP Morgan And Bank Of America Take Strides To Curb 'Overworked' Junior Bankers' Hours.
• Are New-World-Order Elites Plotting To Use AI To 'Deprogram' So-Called Conspiracy Theorists?
• Dementia Drug Prescriptions Up 46 Percent Over A Decade In Australia.
• TSA Tyranny Goes Cutesy.
• The Rate Of Depression Among Americans Has Reached A New High.
• Americans Can't Hide From Nuclear War, Moscow Warns As West Mulls Escalation.
• Lott: Don't Jail Parents For School Shootings – Arm Teachers.
• The Woke Plot To Destroy Our Economy.
• "Is This Her Fastest Flip-Flop?" .
• Gaetz: Merrick Garland's DOJ Pep Rally Proves Trump Won The Debate.
• The SEC's Risky Plan To Decarbonize The U.S. Financial Markets.
• Lawfare Collapsing Amidst Harris' Vow To Prosecute Trump.

Wall Street Journal:

• Trump Is Safe After Apparent Assassination Attempt.
• John Roberts Gets His Turn in the Progressive Dock. Leaks from inside the Supreme Court target the Chief Justice in the Trump cases.
• Wall Street Turns Skittish on Eve of Rate Cuts.
• Interest Rates Are Too High. The Fed Should Cut by a Half Point.
• Why the Pro-Housing ‘Yimby’ Movement Is Wading Into the Election.
• The Top U.S. Colleges Offering the Best Value for 2025.
• Rich Americans Prep Fail-Safe Estate Plans Ahead of Election.
• Railroads Love ‘Monster’ Trains. Texans Don’t.
• The Widening Crisis Surrounding New York Mayor Eric Adams.

CNBC:  

• India can achieve sustainable economic growth of up to 8%, RBI chief says.
• Nvidia and more: Veteran tech investor reveals 4 stocks he backs with a ‘high degree of conviction’.
• Bitcoin network hits record level of power, but falling profits push miners to AI.
• Top Wall Street analysts pick these dividend stocks for attractive returns.

MarketWatch.com:  

• Fed interest-rate cuts could boost stocks, or sink them. Here’s what history says.
• Interest rates are dropping. Why so many investors are clinging to cash, CDs and savings accounts. 
• Lots of companies are still talking about AI. Is it doing anything for their stocks? 

NewsMax:

• Trump Camp: NY Times Incites Violence Against Vance.

Fox News:

• Suspected would-be assassin was hiding at least 300 yards away from Trump with scoped rifle, GoPro.
• Trump allies, family react with horror to apparent assassination bid.
• GOP rep calls out ‘ridiculous’ level of security following 2nd Trump assassination attempt.
• State's DMV admits it wrongfully registered 306 non-citizens to vote in US elections.
• Frowned-upon trend could have major consequences as airlines look to stop it in its tracks.

TheGatewayPundit.com:

• BREAKING: Trump Would-Be Assassin Identified: Ryan Wesley Routh – Police Release Photos of Sniper Nest Outside Trump Golf Club.
• BREAKING: CNN Reports Secret Service Returned Fire; Trump Is Thought to Be Target of Gunshots at West Palm Beach Golf Course; Rifle, Backpack and Go-Pro Camera Reported Found.
• JD Vance Spars with NBC’s Kristen Welker Over Haitian Migrants in Ohio (VIDEO).
• Democrat House Leader Hakeem Jeffries Responds to Second Trump Assassination Attempt By Declaring MAGA Must Be Stopped.
• AWFUL: Democrat Senator Tammy Duckworth Attacks Trump in Statement on Assassination Attempt.
• Kamala Harris Responds to Attempted Trump Shooting That Happened Less Than One Week After Highly Scrutinized Rigged Debate.
• “Nothing Will Slow Me Down. I Will NEVER SURRENDER” – Trump Releases Statement on Attempted Shooting.
• Hannity: Trump Was on 5th Hole When Shots Fired; Secret Service “Pounced on the President, Covered Him,” Cleared Golf Course – Identified Gunman’s Vehicle with Drone (VIDEO).
• SHOCKING: New Video PROVES Immigrants are EATING Cats in Ohio | Elijah Schaffer’s Top 5 (VIDEO).
• JUST-IN: Sen. Roger Marshall (R-KS) to Formally Investigate Harris Campaign and ABC for Debate Rigging.
• US Foreign Policy Should Defy China, Recognize Taiwan as a Country.
• ‘Stop This Reckless Escalation’: Robert F. Kennedy Jr. Tells Biden Not To Authorize Long-Range Missile Attacks on Russian Territory.
• CNN Turns on Harris, Says Campaign Social Media Has “Repeatedly Deceived” Followers With Misleading Out-of-Context Video Edits and Captions.
• Taylor Swift’s Endorsement of Kamala Harris Backfires Spectacularly – 20 Percent Say It Makes Them Less Likely to Vote For Her!
• World War III Watch: Russia Threatens to Wipe Kiev Off the Map If Biden and NATO Send Ukraine Long Range Missiles to Fire Deep Inside Russia.

The Epoch Times:

• US Secures Convictions, Guilty Pleas as CCP-Directed Spying Exposed.
• Lawmaker Introduces Bill to Guard Federal Networks From Attacks From China, Russia.

Around X:

• @elonmusk

• This is exactly what is happening. (video)
• Yup.
  

• @TonySeruga

• Yes they are! @FBI cell jammers were the first clue, just like when the feds cosplay as ‘Patriot Front’. Maybe Christopher Wrey needs to check with his tech guys. FACT: We can still geofence dipshidiots! Our technology is even embedded in FBI IMSI-catchers (StingRays). DUH! (pic)
• Inside baseball: Putin has nuclear subs on both U.S. coasts. Putin Puts West On Notice: Long-Range Arms For Ukraine Will Mean 'NATO At War With Russia'. Russian lawmaker: "The decision to strike Russian territory is clearly being prepared." Russian President Vladimir Putin said Thursday that the West giving Kyiv a green-light to use longer-range weapons to strike Russian targets would mean NATO will be "at war" with Russia. (pic)

• @The_Real_Fly

• Trump Shooter arrested in 2002 with a “weapon of mass destruction “. (pic)

• @newstart_2024

• Tucker Carlson: "If they think that there's a chance that Trump could win decisively enough in November that they can't steal it, then I think their only option there is to in some way throw the society into chaos as they did during COVID which was the pretext for changing the way we vote and letting people vote anonymously without IDs and drop boxes and a month before the election, they completely changed everything allowing Mark Zuckerberg to spend $400 million to control the mechanics of the election. That would not have been allowed except under a state of national emergency provided them by the virus they created in a lab in Wuhan, COVID. It's pretty simple. If they feel like they're gonna lose we will have some kind of crisis. I think it's most likely to be a war with Iran which they want anyway, but who knows." (video)

• @CensoredMen

• Footage of the man who tried assassinating Trump sharing a pro-Ukrainian message. (video)
  

• @BillboardChris

• Here is a screen recording with all of attempted assassin @RyanRouth’s posts, in case his account gets deleted. (video)

• @catturd2

• Florida has the 3rd most populated state and counts all their votes that night. Any state that doesn't, is cheating. Period. End of story. And funny how those extra days always ends up being 99% Democrat votes.

• @nicksortor

• The Biden Harris regime are COMPLICIT. They REFUSE to grant Trump presidential level security. And that’s not accident.

• @GovRonDeSantis

• The State of Florida will be conducting its own investigation regarding the attempted assassination at Trump International Golf Club. The people deserve the truth about the would be assassin and how he was able to get within 500 yards of the former president and current GOP nominee.

• @nicksortor

• NEW: The Proud Boys Are Marching through Springfield, Ohio. These are FEDS that are simply here to smear conservatives and make locals who are sounding the alarm on issues in Springfield look like extremists. DO NOT FALL IN TO THEIR TRAP! (video)

• @MJTruthUltra

• This is the Trump Shooter from today… his name is Ryan Wesley Routh. • He just so happened to be filmed by Newsweek in 2022 about his effort to recruit mercenaries to fight in Ukraine. • The New York Times wrote a profile on Ryan W. Routh back in 2023. • Times put out a a new cover on 9/11 with Trump in a golf cart with the caption “In Trouble” —— Did they Know? (video)

• @LibsOfTikTok

• CBS ran a January 6th segment on their 60 Minutes program attacking Trump within hours of an ass*ss*nation attempt on his life, telling their viewers that he’s a threat to Democracy. They want another attempt. (video)
• Here is NBC's Lestor Holt suggesting that today's ass*ss*nation attempt on Donald Trump was due to his "campaign rhetoric." They’re blaming Trump for a Democrat trying to kiII him. (video)
• "I probably took a bullet to the head because of the things they say about me” - Donald Trump a few days ago. The media continued with their rhetoric and today someone tried again to kiII him. (video) 
• BREAKING: The New York Times interviewed alleged Donald Trump ass*ss*n Ryan Routh in 2023 about his plans to recruit Afghan soldiers and illegally transport them to fight in Ukraine. (pic)

• @kylenabecker
  

• BREAKING. ABC News whistleblower swears under penalty of perjury that the Kamala Harris campaign dictated the terms of the questions during the presidential debate. Furthermore, the Harris campaign insisted upon live "fact checking" of Donald Trump during the debate. ABC News "fact checked" Trump at least five times and did not fact check Harris once, despite the Democratic candidate telling provable lies, such as the "fine people hoax" and the blo*dbath hoax." The whistleblower signed the affidavit in New York and has sent a copy to Speaker Mike Johnson, the notarized document states. The unnamed individual states that he or she is in possession of secret recordings that will prove that ABC News rigged the presidential debate. ABC News committed election interference. This is a MASSIVE scandal. (video)
• JUST IN: The FBI official who just briefed America about the latest Trump assassinat*on investigation, Jeffrey Veltri, is a notorious Trump hater. Veltri, the head of FBI Miami Field Office, was so outspoken about his Trump-deranged Facebook posts that agents were ordered to scrub them before he could be promoted to head the Miami field office. The whistleblower told the House Judiciary Committee that Mr. Veltri was “adamantly and vocally anti-Trump." (video)
• The Trump assassinat*on attempt today did not stop CBS News one bit from running yet another dishonest propaganda piece on how Donald Trump is a "threat to democracy." "DEMOCRACY is on the ballot" is the exact language Ryan Routh used before allegedly carrying out the latest Trump assassinat*on attempt. The Trump-deranged media is programming and triggering unstable individuals to carry out acts of political violence against the left's enemies. (video)
  

• @AlertChannel
  

• First Images from Ceuta, Spain: Coordinated Migrant Attack on the Border. The first images from #Ceuta reveal a coordinated attack, with North African migrants attempting to storm the border into Spain. Hundreds are trying to enter Europe illegally, raising concerns of an organized effort. Tensions at the border continue to escalate. (video)

• @EndWokeness 

• Why yes, we ALWAYS had people eating live birds on the streets of Dallas. Why ask? (video)

• @greg_price11

• CNN just nuked @KamalaHQ for their constant lies about Trump and Vance. (pic)
  

• @SteveLovesAmmo
  

• We still aren’t talking about this enough… Members of Congress are exempt from ObamaCare. Members of Congress are exempt from vaccine mandates. Members of Congress are exempt from insider trading crimes. Members of Congress are exempt from the Freedom of Information Act. Members of Congress are exempt from FISA warrantless spying. America’s Founding Fathers warned us about these establishment tyrants.

OpenVAERS: 

• VAERS US COVID Vaccine Adverse Event Reports. 1,014,172 Reports(+797 from prior report) Through September 6, 2024.

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.

Night Trading

• Asian indices are -.25% to +.25% on average.
• Asia Ex-Japan Investment Grade CDS Index 96.0 -2.75 basis points.
  
• China Sovereign CDS 59.25 -.25 basis point.
• China Iron Ore Spot 91.9 USD/Metric Tonne -1.0%.
  
• Bloomberg Emerging Markets Currency Index 39.0 -.05%.
• Bloomberg Global Risk-On/Risk Off Index 50.6 -.08%.
• Volatility Index(VIX) futures 18.5 +.1%. 
• Euro Stoxx 50 futures +.1%.
• S&P 500 futures -.04%.
• NASDAQ 100 futures -.12%.

Morning Preview Links

BOTTOM LINE: Asian indices are mostly higher, boosted by technology and industrial shares in the region. I expect US stocks to open mixed and to rally into the afternoon, finishing modestly higher.  The Portfolio is 75% net long heading into the week.