Friday Watch

Around X:

• @realDonaldTrump

• A giant Fake News Scam by CBS & 60 Minutes. Her REAL ANSWER WAS CRAZY, OR DUMB, so they actually REPLACED it with another answer in order to save her or, at least, make her look better. A FAKE NEWS SCAM, which is totally illegal. TAKE AWAY THE CBS LICENSE. Election Interference. She is a Moron, and the Fake News Media wants to hide that fact. An UNPRECEDENTED SCANDAL!!! The Dems got them to do this and should be forced to concede the Election? WOW! (video)

• @johnrich

• CBS spreading conspiracy theories on weather manipulation? Saying we have trillion watt lasers pointed at the sky? And scientist Michio Kaku mentions hurricanes at the end of this interview? I thought this was disinformation...Right? (video)

• @BreakinNewz01
  

• #Milton  Impact  Significant storm surge destruction from Englewood, #Florida. (video)

• @kylenabecker

• So... it turns out the ISIS fan who threatened to carry out a terrorist attack on Election Day had been a CIA asset. DHS Secretary Mayorkas didn't take it well when a reporter confronted him with this fact at a presser. (video)

• @WarClandestine

• Yup, the Dems are panicking. The internal polling must be really bad if they are wheeling out Obama to shame black men for not supporting Kamala. Obama essentially just admitted that the Kamala experiment is failing! Keep it up! We are winning! (video)

• @MarioNawful

• APARTMENT COMPLEXES NEAR ALLIGATOR CREEK FLOODED AFTER HURRICANE MILTON. Residents of apartment complexes near Alligator Creek in Clearwater faced shoulder-high floodwaters last night as Hurricane Milton swept through. Many stayed in place, as the area is designated as evacuation zone D. Water rescues have been underway for hours.

• @nataliegwinters
  

• The timing of a 9-year sentence for Tina Peters right before the election is intentional. They’re trying to scare other election workers from speaking out. A shot across the bow. (video)

• @HealthRanger
  

• Dane Wigington explains the government's involvement in weather modification technology. NOAA confirms it. (video)

• @WallStreetApes

• American Veteran on the ground in North Carolina describes what’s happening after Hurricane Helene. “This is another story from Western North Carolina. This is from an Iraq veteran who's in the area. He says this entire area is a war zone. Even if not directly destroyed by floodwaters. (video)
• Happening RIGHT NOW. This isn’t Kamala Harris’ FEMA. Tonight these regular everyday Americans are working through the night to make bridges for Hurricane Helene victims out of downed telephone poles and trees. This is work by real American you won’t see reported by the media. (video)
  

• @VigilantFox

• HUGE: Epstein Victim Virginia Giuffre Backs Donald Trump for President. She says she knows the Epstein client list and is calling on @ElonMusk's help in revealing it. This development comes after Elon Musk suggested that many of Kamala Harris's puppet masters happen to be on the Epstein client list. This is why they're terrified of a Trump victory because if he wins, the Epstein client list is coming out, Musk said. Virginia wrote on X to Elon:

• @upuknews1

• #WATCH : The sky turned purple over parts of Florida, causing a bit of a stir among those who were watching for Hurricane. (video)
  

• @Stryker175

• One of my security agents inside @tropicanafield. (video)

• @Liz_Churchill10

• Oh. My. God. Kamala Harrsis will shut down @X. “We will direct Law Enforcement to counter this extremism. We will hold Social Media Platforms accountable for the hate infiltrating their platforms…because they have a responsibility to our Democracy…” (video)

• @songpinganq
  

• In China, a single social media post that deemed disinformation by government can cost you 50 social credit points, leading to arrest and blacklisting. This can affect your career, your ability to take a train, your internet speed, and even your children's access to education.

Night Trading 

• Asian equity indices are -.25% to +.75% on average.

• Asia Ex-Japan Investment Grade CDS Index 71.75 unch.

• China Sovereign CDS 62.5 +.25 basis point.
  
• China Iron Ore Spot 106.0 USD/Metric Tonne +1.5%

• Bloomberg Emerging Markets Currency Index 38.5 -.08%.
• Bloomberg Global Risk-On/Risk Off Index 62.2 +1.6%.
• Volatility Index(VIX) futures 19.7 +.5%.
• Euro Stoxx 50 futures n/a.

• S&P 500 futures +.12%.

• NASDAQ 100 futures +.12%.  

Morning Preview Links

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