Tuesday Watch

Around X:

• @elonmusk

• If there is not radical reduction of government expenditures, then, just like an individual who has taken on too much debt, America will become de facto bankrupt. The interest on the debt is trending to rapidly absorb all tax revenue, leaving nothing for critical needs. (graph)
• The Woke Mind Virus in graphical form. It is very quantifiable. Hey @jonstewart, why did you say at that dinner in Aspen that it’s fake? And why did you advocate censorship? (graph)
• Jocelyn Michelle Benson, shame on you for blatantly lying to the public! You only plan to remove the ineligible voters AFTER this election. That necessarily means that there are far more people registered to vote than there eligible voters.
• Triple digit increases of illegals in swing states over the past 4 years. Voter importation at an unprecedented scale! (table)
  

• @EricLDaugh

• JUST IN: Trump has SURGED to a new high in latest election forecast. Trump: 65.9%. Harris: 34%. Trump's PENNSYLVANIA odds are 67.7%! (map)
  

• @BehizyTweets
  

• BREAKING: Texas AG Ken Paxton has uncovered BOMBSHELL evidence confirming that illegal funds are currently being laundered to Democrat campaigns using ActBlue. His findings have been sent to the FEC. "Namely, it appears that straw donations are systematically being made using false identities, through untraceable payment methods." “Our investigation into ActBlue has uncovered facts indicating that bad actors can illegally interfere in American elections by disguising political donations. It is imperative that the FEC close off the avenues we have identified by which foreign contributions or contributions in excess of legal limits could be unlawfully funneled to political campaigns, bypassing campaign finance regulations and compromising our electoral system.” (pic)
  

• @stillgray

• “They’re not going to stop. And they’re not going to let up on Election Day.” Kamala a Harris said this with a smile when Minneapolis was burning and cities were being looted all across the country, in NYC, Portland, etc. She fully supported the George Floyd riots and promoted the rioter bailout fund. This should be in every Trump campaign ad. (video)

• @DC_Draino

• It’s now proven ActBlue is allowing Democrat money laundering on its platform using prepaid debit cards. Texas AG @KenPaxtonTX exposed it!
• Florida is the 3rd most populous state and has almost all their ballots counted on election night. Arizona’s corrupt Stephen Richer says Arizona will need almost TWO WEEKS to count their ballots. This is disgusting. And there’s only 1 reason they take this long. (video)
• Isn’t it wild how a voting machine company is threatening the American people if we criticize them? But it only has the opposite effect. We distrust these machines even more. We will scrutinize election fraud even harder. (pic)
• Michigan says they won’t have vote totals on election night. Pennsylvania says they won’t have vote totals on election night. Georgia says they won’t have vote totals on election night. Arizona says they won’t have vote totals on election night. How do 3rd world countries hand count ballots in 1 day but American swing states need days to count with machines?! We all know they’re going to use those extra days....

• @LauraLoomer

• President Trump’s motorcade is driving through Asheville, North Carolina to asssess damage from Hurricane Helene. (video)
• This is the crowd outside of @McDonalds in Pennsylvania where President Trump is working today. After his shift at McDonalds today, Trump is hosting a town hall and then he’s going to the Steeler’s game.

• @BGatesIsaPsycho

• Havana, Cuba. Day 3 without power & people are taking to the streets - they are quickly turning on their Communist Government whom are being blamed for the blackouts. (video)

• @Sassafrass_84
  

• This is gut-wrenching. The media is lying. The North Carolina governor is lying. Not enough people are talking about this or calling out the lies. That list, I believe, is up to 3,000 missing now. Something has to give. We don't treat Americans like this. We don't discard Americans. These are human beings. Whole families. They were loved and cherished. My heart aches. I will never be able to move past the way north carolinans were treated. Praying up. (video)

• @TrumpWarRoom

• TAPPER: Kamala supported the Green New Deal, Medicare For All, and a ban on fracking. Is she making a mistake reversing those positions? BERNIE: She's trying to beat Donald Trump. There you have it. Kamala hasn't "changed" — she's just trying to get elected. (video)

• @charliekirk11

• In an election where 79% of voters think America is on the wrong track, PA Gov Josh Shapiro can’t name a single policy difference between Joe Biden and Kamala Harris. Not one!! Kamala is more of the same, just more radical. (video)

• @MTGrepp

• Fani Willis’s LOVER Nathan Wade, has ADMITTED to meetings with the White House. Which means: HE LIKELY COLLUDED WITH THE WHITE HOUSE TO GO AGAINST TRUMP. THIS IS ILLEGAL. What a shame it would be if this went viral on 𝕏. (video)

• @TheChiefNerd
  

• Georgia Sec. of State Brad Raffensperger: “75% of all the vote totals will be reported no later than 8pm on election night…What we will be waiting for is the overseas ballots that come in no later than Friday”. (video)

• @WallStreetApes

• Dr Phil “You're telling me that DHS has acknowledged that Venezuela, for example, is emptying their prisons and their rehabilitation centers with the understanding you get out if you leave here and go to the United States?” Victor Avila, retired special agent with U.S. Immigration and Customs Enforcement, “Yes.” (video)
• Chicago Residents Say They No Longer Feel Sorry For Illegal Migrants, They Want Them GONE. @Brookerteejones resident interview: - Democrats committed to fully paying for 2 FULL YEARS of free housing for illegals - They’re getting $15,000 in food stamps - $5,000 in cash - Free internet and WiFi - Resident says they’re going to vote Democrat “Why is the government paying people that came from another country rent for 2 years? Can we explain that?” (video)
• Here we go again: Georgia Voting Polls Not Being Done In Public, Residents Being REFUSED The Ability To Observe The Polls. Resident to Sheriff, “The Georgia statute say that the poll, the setting up of the polls and the running of the polls is supposed to be done in public, and therefore, members of the public are supposed to be allowed to come in and observe and watch the setup of the polls.” They’re being done in private and not being allowed to observe. “Sheriff M. Smith is not following the law.” (video)

• @ProjectVirginia

• Actblue to have another record fundraising day.

• @VigilantFox

• @ElonMusk: “I'm not anti-vaccine, but I'm anti-forcing people to take a vaccine, that's for sure.” COLLEGE STUDENT: “Well, also the COVID vaccine did not work.” @ElonMusk: “Yeah. And suppressing information about it and side effects; that was terrible. The Biden-Harris administration tried to mandate that any company that has any federal contracts, which is most companies, would be forced to vaccinate everyone at the company or that person would have to be fired. Now thankfully, that was shot down by the Supreme Court. But that's insane. That is a massive infringement on your liberty.” (video)

• @WallStreetSilv

• Are they going to cheat again in Michigan? (pic)

• @JohnStrandUSA

• WOW: Tomorrow, the Middletons will be sentenced in a rigged D.C. court. On J6, they were huddled in prayer—then attacked from behind by police. They did not enter the Capitol or cross any barriers. Kamala’s DOJ has them facing YEARS in prison. This is appalling—a total outrage. (pic)

• @Laralogan

• What on earth is going on with North Carolina? It makes no sense. Especially in an election year. (video)

• @MikeKBerg
  

• Jon Tester lets the cat out of the bag. Question: Why are you not endorsing Kamala? Tester: Because I’m up for election. The only reason Tester isn’t attending Kamala Harris rallies is to fool Montana voters into forgetting that voted with her 100% of the time. (video)

• @hodgetwins

• To all Poll watchers and election workers in the swing states. You don’t leave those buildings until everyone else leaves first…make them arrest you and video/go live on X if you see anything weird. We will share all your videos, just send them to us. You are on the front lines…pay attention to vehicles coming and going out of the building you’re in…pay attention to the people you’re working with . We won’t let them kick us out and we won’t let them push us around this time. You have to be strong and prepared to go to jail to stop them from cheating.
• Listen to this Indian dude that pulls up with Trump serving him food at the McDonald's drive thru. (video)
  
• Trump had the whole stadium chanting USA and NBC didn’t show it. (video)

• @bennyjohnson

• MASSIVE. Entire Pittsburgh Steelers Stadium starts thunderously chanting “U-S-A!” as President Trump arrives. (video)

• @LibsOfTiktok

• The DoD under Kamala Harris just passed Directive 5240.01 which authorizes the government to use lethal force against civilians. In her interview with Bret Baier, Kamala claimed that Trump would use the military to target the American people. They always accuse others of what they themselves are doing. (video)

• @GardensR4Health

• Farmers from around the country are driving in feed and hay for the farm animals of the Appalachians….. …stories of farmers having to shoot starving livestock are true and it’s tragic. Thank god Kentucky answered the call…. (video)

• @sean_j_dunn

• Good morning America! The steal in the Commonwealth of Pennsylvania is already well underway! So far: 132,336 absentee ballot applications (6.8%) were submitted for people who had already sent their application. Whoopsie! 418 Absentee ballot applications were submitted for people who are dead as a doornail. (RIP)

• @ShadowofEzra

• Dominion Voting Systems has issued a threatening tweet, warning Americans to stay silent about their alleged election fraud practices. The company claims they are monitoring individuals and are ready to take legal action against those who speak out. Will you stay silent? (pic)

• @Oscarelblue
  

• BREAKING- Massive 2500 Migrant caravan leaving the south border of Mexico, and their intention to make it to the borders of the United States of America. This will be the third caravan that has been created under the new administration of the new president of Mexico. An informative report from a institute national of immigration of Mexico official came out two weeks ago, saying that around 13 million migrants entered the country under the past administration of president AMLO. As migrants know that their chances will be limited after the elections of 5 November, they are trying to make it before this happens. (video)

• @amuse
  

• ELECTION INTERFERENCE: The Biden-Harris regime is recklessly pumping debt into the economy, hoping to create an illusion of prosperity while saddling future generations with a crippling burden. In just three weeks, total U.S. debt skyrocketed by $473 billion, reaching a record $35.8 trillion—equivalent to $1,450 per American added in mere weeks. Each citizen now bears $103,700 in national debt. Meanwhile, interest payments surpassed $1 trillion in 2024, costing every American $3,360 in interest alone. This fiscal irresponsibility is an unsustainable gimmick to hide the true state of the economy. (graph)

Night Trading 

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

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

• China Sovereign CDS 64.25 +1.0 basis point.
  
• China Iron Ore Spot 100.6 USD/Metric Tonne -1.2%

• Bloomberg Emerging Markets Currency Index 38.3 -.03%.
• Bloomberg Global Risk-On/Risk Off Index 62.4 -.15%.
• Volatility Index(VIX) futures 18.4 +.13%.
• Euro Stoxx 50 futures +.34%.

• S&P 500 futures -.09%.

• NASDAQ 100 futures -.13%.  

Morning Preview Links

BOTTOM LINE: Asian indices are mostly lower, weighed down by industrial and commodity 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 day.