Tuesday Watch

Around X:

• @elonmusk

• Very few Americans realize that, if Trump is NOT elected, this will be the last election. Far from being a threat to democracy, he is the only way to save it! Let me explain: if even 1 in 20 illegals become citizens per year, something that the Democrats are expediting as fast as humanly possible, that would be about 2 million new legal voters in 4 years. The voting margin in the swing states is often less than 20 thousand votes. That means if the “Democratic” Party succeeds, there will be no more swing states!!
  

• @realDonaldTrump

• We are now heading to Valdosta, Georgia, in order to pay my respects and bring lots of relief material, including fuel, equipment, water, and other things, to the State. Many politicians and Law Enforcement will be there. We’ll be saying hello to Franklin Graham, Burt Jones, Tyler Harper, Mike Collins, Austin Scott, Russ Goodman, Sam Watson, and the Mayor of Valdosta Scott James. They are working very hard. I was also going to stop into North Carolina, which has really been hit hard. I have a lot of supplies ready for them, but access and communication is now restricted, and we want to make sure that Local Emergency Management is able to focus on helping the people most affected, and not being concerned with me.

• @kylenabecker

• BREAKING. Whistlleblower informs @GOPoversight about U.S. intelligence uncovering verified links between the C.C.P. and Vice Presidential candidate Tim Walz. (pic)
  

• @Libsoftiktok
  

• Just spoke to a US Military insider about the efforts for Hurricane Helene. Here's what I was told: The 82nd Airborne Division is known as America's "Global" Response Force. They have the ability to have thousands of paratroopers anywhere in the world in 18 hours. They provide combat capability, but also helicopter airlift, stand up hospitals, and other support. They responded to Hurricane Katrina in New Orleans. The 82nd responded overnight to fly thousands of Afghans out of the country during the withdrawal. Less than 1/3 of the entire division is on the "global" alert status. Meaning there are thousands of members potentially available to render aid with a simple command. So the question is why even a fraction of the 82nd can't be used to support relief efforts in the same state in which they are stationed (North Carolina)?
• In case you’re wondering why the response to Hurricane Helene has been a disaster… Fema’s goal 1 is to instill equity as a foundation of emergency management. This is real. (pic)

• @WallStreetSilv

• CNBC: What are you hearing will happen if dockworkers strike and it goes longer than a week? Harris-Biden Commerce Sec. Gina Raimondo: "I have not been very focused on that." What is she focused on? That is her job. (video)

• @overton_news

• WATCH: MSNBC's data analyst Steve Kornacki breaks down monumental shift of Latino voters to the GOP; "Look at how this has shifted in just the last dozen years. In 2012 this was a 41 point for the Democrats, it has come all the way down to 12 points." (video)

• @Nerdy_Addict  

• Biltmore Village | | Asheville, NC. (video)

• @nicksortor

• ALERT: Shelters in West North Carolina are OVER CAPACITY and DO NOT HAVE ENOUGH FOOD. And FEMA is NOWHERE TO BE FOUND. I’m beyond infuriated. @ChrisHallWx and I were luckily able to fill the gap with hot pizzas and Gatorade, as one shelter was 30 MEALS SHORT. What the hell is going on??! WHERE ARE BIDEN AND HARRIS? (pic)

• @TheThe1776
  

• This is absolutely heartbreaking to see and hear this man describing the devastation of his animals and property in Newport, Tennessee. Our Government needs to help these Americans and NOT send Billions to Ukraine! (video)

• @dhruv2038

• Last image of a wife and husband in Asheville, NC sheltering from the flood on a roof. The roof would soon collapse, causing them and their 6 year old grandchild to drown. Their daughter and mother of the child took the photograph. When the roof collapsed, she got wedged between debris and was able to be rescued an hour later. And things are way way worse in Burnsville. These pictures need to reach people. (pic)
  

• @CL4WS_OUT

• Entire roads in North Carolina are washed out and people are without a way to get out of their driveways, no power, little to no communication, AND OUR FEDERAL GOVERNMENT IS DOING NOTHING. OUR MEDIA IS BARELY ACKNOWLEDGING THIS DISASTER. Our country is like a ship lost at sea with nobody steering. They need to HELP THESE PEOPLE! (video)

• @bennyjohnson

• Nightmarish, deadly disaster zones across 5 states. Many millions without power. Thousands missing or presumed dead. Kamala completely paralyzed. Media silent because chaos is bad optics for the regime. They spent hundreds of billions in Ukraine - won’t lift a finger for America. (pic)

• @FFAFamily

• Video coming out of Montreat College. This is a Private Christian College in Montreat, North Carolina. Montreat College is just under 19 miles from Asheville. There are students still at the college & the roads have been destroyed. We need to pray that we get to them soon!! (video)

Night Trading 

• Asian equity indices are -1.5% to -.5% on average.

• Asia Ex-Japan Investment Grade CDS Index 69.0 unch.

• China Sovereign CDS 59.25 unch.
  
• China Iron Ore Spot 107.1 USD/Metric Tonne -2.5%

• Bloomberg Emerging Markets Currency Index 39.0 -.03%.
• Bloomberg Global Risk-On/Risk Off Index 59.7 +1.0%.
• Volatility Index(VIX) futures 18.1 +.1%.
• Euro Stoxx 50 futures n/a.

• S&P 500 futures -.12%.

• NASDAQ 100 futures -.09%.  

Morning Preview Links

BOTTOM LINE: Asian indices are mostly lower, weighed down by commodity and consumer shares in the region. I expect US stocks to open mixed and to weaken into the afternoon, finishing modestly lower.  The Portfolio is 50% net long heading into the day.