BETWEEN THE HEDGES: Monday Watch

Today's Headlines

Bloomberg:

Israel Ramps Up in Gaza, Lebanon Before Oct. 7 Milestone.
China Stock Skepticism Gets Louder as World-Beating Run Extends.
Saudi Stocks Face Rising Risks as Regional Conflict Deepens.
Asian Stocks Eye Early Gains After US Jobs Report.
Oil Drops as Traders Watch for Israeli Response to Iran Strike.
S&P’s $8 Trillion Rally Will Be Tested by Tricky Earnings Season.
Bond Traders Buckle Up for ‘No Landing’ After Jobs Surprise.
Apple Slowly Moves Away From Its Annual Product Release Strategy.
Five Key Charts to Watch in Global Commodity Markets This Week.
Tracking Hurricane Milton’s Latest Path.
Has China Mastered Weather Modification? Should We Worry? Using rockets and pickup trucks, Chinese officials are seeding clouds and bringing the rain. But do they have other uses in mind? (12/16/2020)

Statista.com:

The Chinese Spy Ballon's Path Across North America. (map)

Le Monde:

'Rain control technologies used by China must be regulated'. Artificial rainfall techniques via could seeding are now used by many countries, particularly China. In his op-ed for 'Le Monde,; Franck Galland laments that these techniques are not being properly regulated. (3/6/23)

The Economic Times:

China has built up its muscle on how to turn weather into a weapon. Can India match up to it? China is also the world’s heaviest user of another technique to create artificial rainfall. It has mastered the art...

Chatham House:

Geoengineering: Reining in the weather warriors. Three aspects of the technology’s use have particular security implications. First, the threat that its deployment in one area could affect another. Second, the difficulty in distinguishing harmful effects on neighbouring countries from insignificant ones. Last, the ease with which the technology’s use could be claimed as peaceful yet be covertly applied to harm an adversary.

Global Research:

Climate Instability Worldwide: Does the US Military “Own the Weather”? “Weaponizing the Weather” as an Instrument of Modern Warfare? In relation to the current context including the war in Ukraine, the Pentagon has formulated the contours of a global military agenda, a “long war”, a war without borders. “Weather warfare” is part of a diversified military arsenal of conventional and strategic weapons systems. ENMOD is potentially a weapon of mass destruction (WMD), with the capacity of destabilizing an enemy’s ecosystem, destroying its agriculture, disabling communications networks. Weather manipulation is the pre-emptive weapon par excellence. It can be directed against enemy countries or even “friendly nations”, without their knowledge.

Zero Hedge:

Wall Street Journal:

Google Patents:

CNBC:

MarketWatch.com:

NewsMax:

Fox News:

TheGatewayPundit.com:

The Epoch Times:

Around X:

@elonmusk

216,000 voters on the list in Arizona in violation of the law. (pic)
If there is a Democratic Party victory this election, they will ban voter ID requirements nationwide, enabling massive voter fraud. Banning voter ID is their stated goal – they are not hiding it! After that, your vote won’t matter, so this is therefore the last real election. Vote for @realDonaldTrump to save democracy!! (pic)
The Democratic Party is openly stating that they want to change the Constitution to end free speech! (pic)

@DogRightGirl

This video brings tears to my eyes. These people saved so many dogs. God Bless all of them. (video)

@GabiNga1

Good Saturday Morning, Beautiful Friends. From Sierra in Western North Carolina: This is how our family has been living for the past 7 days. No food. No water. No power. No cell phones. They are digging the bodies of our neighbors from the mud. It wasn’t just Asheville. Please don’t forget the small towns of #WNC. (video)

@ImMeme0

HUGE caravan of migrants is heading to the United States as we speak. (video)
The media doesn’t want you to see Ivanka Trump delivering Starlinks to North Carolina. You know what to do! (video)

@BreannaMorello

Why did North Carolina’s Dem Governor refuse to let search and rescue teams in for 5 days? Well—Trump won NC by less than 75,000 votes in 2020. If you’re looking to dump thousands of mail-in ballots in—you NEED chaos. Democrats continuously create chaos. In 2020, they encouraged the BLM riots and put Covid positive patients in nursing homes. In 2024 Democrats are making natural disasters even worse.

@stillgray

According to reports from the Wall Street Journal, there has been a security breach where Chinese hackers managed to penetrate the networks of several U.S. broadband companies with undetected access for months. This intrusion allowed them access to the systems that the U.S. federal government utilizes for executing court-authorized wiretaps.

@JackPosobiec

BREAKING: FEMA abandons entire devastated NC town residents because they won’t drive around ‘road closed’ sign. ‘Nobody’s been bringing in supplies except civilians’.

@LaraLogan

Don’t tell me this is a close election. Don’t show me another BS poll. Don’t talk to me about margins & points & all that nonsense. There is NO WAY Trump is losing this election if it is left to the voters. When did we ever see anyone get these crowds, over & over? The people have already spoken. Hear them roar. (video)

@JohnLeFevre

Amazon owns the largest distribution center in North America, at 3.6 million sq ft. It just so happens to be located in Mt. Juliet, Tennessee. Amazon also owns 40,000 trucks, 30,000 vans, and 110 planes. How much Hurricane relief assistance has Jeff Bezos provided? ZERO!! (pic)

@charliekirk11

North Carolina residents explain what it’s like on the ground: “FEMA’s here. You know what they told me? We can’t get you a phone. I have no ID. We have no way to pay for gas. We’re stuck.” How come illegals get free phones but American citizens don’t?! (video)

@EricAbbenante

Tom Cotton cuts through Kristen Welker's BS regarding Hurricane Helene, noting that Democrats always have money to spend, except when it comes to Americans in need: Kristen Welker: "Like the idea that FEMA funds are being redirected to migrants which is not true." Tom Cotton: "It is true, that FEMA and the Department of Homeland Security have been spending billions of dollars on migrants. (video)

@LauraLoomer

Republicans can and will lose the state of Florida if the 67 Supervisors of Elections don’t start activating and calling voters in the 67 counties, and especially the counties on the Western coast of FL, to inform voters that they can walk into their local election office, and request and fill out their mail in ballots on the spot. The Hurricane is coming. I don’t see anyone doing anything about it. And if enough damage occurs, it could suppress enough of the vote. I don’t think I need to remind people that there are a lot of Republicans in Florida who wouldn’t mind seeing Donald Trump lose sadly. We need to secure those ballots. Going to cc people who need to see this.

@WarlordDilley

ATTENTION FLORIDA. PLEASE SHARE. Several coastal, deep MAGA counties in the FL West coast might be evacuated in the coming week. They should: (pic)

@kylenabecker

Kamala Harris pretends to care as she's asked about her administration's terrible hurricane response. Watch her squirm. She can't get out of there fast enough. (video)
Americans who lost *EVERYTHING* in Hurricane Helene are offered $750 in FEMA assistance. Meanwhile, illegal immigrants in NY City admit to getting 7 months of free rent, free meals, free insurance, etc. on the taxpayer dime. The Democratic Party is the 'America Last' party. (video)

@BretWeinstein

At what point is it fair to conclude that our government has been captured by something hostile to the Republic and its citizens? FEMA is literally claiming it doesn't have the money to manage an emergency. Military helicopter crews are grounded. Civilians with helicopters are ordered not to intervene. Same vibe as Maui and Katrina. Feels like we're there.

@amuse

Imagine having to hide from FEMA to get aid to people in need… (video)

@GardensR4Health

OMG this is the first I’ve seen of this side of Bat Cave, NC. I can not express what it’s like to see the Appalachian territory look like a bomb went off everywhere. (video)
I’ve been totally focused on NC. Erwin, TN is just gone. The entire topography of the region is changed. I’ll post a farm in Erwin in the comments so you can see…..just omg. (video)
“It wasn’t that bad”. It’s not normal for the top of a mountain to flood and restructure. This is a once in a lifetime topographic shift no one even fully comprehends yet. It’s a full blown unparalleled natural disaster. But yeah, Swannanoa is totally chilling, they didn’t need a full on search and rescue army operation right? It’s cool, the fed and state gov let the 20 person sheriffs department handle the entire territory. For days. I’m sure it was chill. (video)
I’m trying so hard to keep up….Spruce Pines, NC got hit with a huge wall of water and mud. For almost 1 week these folks just saved who they could. Spruce Pines is really bad y’all…..

@WallStreetApes

WOW!! This girls mom lives in North Carolina, here’s what they’re being told about Hurricane Helene. - “Chimney Rock has been told that their entire town is federal property now. - There are dead bodies that are lying in the water. - There are dead bodies that are laying under trees and in the debris, and they can't get to their family members. - They can't even go back to their home”. — “The federal government has said that that land and all of those bodies are now federal property. The federal government is not wanting to identify any of the bodies. They're just wanting to bulldoze over it and not even count how many people this natural disaster, if you wanna call it that, has caused. — Furthermore, people who are trapped and who are getting shipments of supplies there was a pastor that was going door to door handing out water, and the request changed from water to body bags. They need body bags, and the feds aren't picking up the bodies. They're literally leaving them to rot.” (video)
FEMA Blew Their Budget Importing Illegal Migrants. Now Americans Who Lost Their Homes Get Nothing. This woman’s father just had his home loss appraised by FEMA representatives. Her farher lost his home and everything he owns to Hurricane Helene. FEMA came and did their inspection, “FEMA is authorized to grant an individual up to $42,500 for your home loss and an additional $42,500 for other incidentals. Guess how much they're going to give him? $2,600. Yeah. An American citizen is worth $2,600 to our government”. (video)
More Americans Bringing Hurricane Helene Victims Aid Being Blocked By Government From Helping. “How the hell am I getting past the barricades?” “I've got a vehicle full of donations and supplies, and I've got friends coming with trucks and equipment. So all I need to know is how the hell are we getting past the barricades”. “I'm sorry. What, You're going to turn away donations and volunteers, but not go in and help these people? What kinda Hunger Games a** sh*t are we living in, y'all?” (video)
VIDEO PROOF: FEMA Helicopters Are Blocking Greenville South Carolina Airport. Private citizens were flying aid to victims and FEMA came and BLOCKED THE RUNWAY to stop them. “We're at the airport today. Yesterday, they ran, like, 30 something planes — And FEMA has flown in, like, 10 or more helicopters and blocked a runway here at Greenville downtown, completely took over or almost took over the operation”. “FEMA's gonna come here and try to stop it. And they took over one of the hangars over here too. We'll show you as much as we can. It's absolutely ridiculous. (video)

@TulsiGabbard

I just got back from North Carolina and Georgia. It’s hard to put into words the complete devastation of so many towns that literally washed away when a wall of water swept thru their town. Unfortunately, there are still many people who are not getting the assistance they need. Their local emergency resources are overwhelmed. A “way ahead” is difficult to comprehend at this moment. They need our help. (video)
Hillary said it: when you allow free speech, “we lose total control.” People like Hillary Clinton and Kamala Harris do not believe in the First Amendment because they see it as an obstacle to achieving their real goal: “total control.” (video)

@ErinSlankers8

NC State Police just sent a warning to FEMA that they will arrest any FEMA agent who tries to prevent aid or rescue. (video)

@KDORR_USA

TikTok creator with 6.5m followers WRECKS Kamala She’s cooked. (video)

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 unch. to +1.0% on average.
Asia Ex-Japan Investment Grade CDS Index 71.5 unch.
China Sovereign CDS 61.25 -1.25 basis point.
China Iron Ore Spot 110.0 USD/Metric Tonne +1.3%.
Bloomberg Emerging Markets Currency Index 38.7 -.01%.
Bloomberg Global Risk-On/Risk Off Index 62.7 +3.7%.
Volatility Index(VIX) futures 19.2 -.02%.
Euro Stoxx 50 futures n/a.
S&P 500 futures -.04%.
NASDAQ 100 futures -.08%.

Morning Preview Links

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

BETWEEN THE HEDGES

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Sunday, October 06, 2024

Monday Watch

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