Thursday, November 07, 2024

Friday Watch

Around X:
  • @elonmusk
  • @zerohedge
  • @LauraLoomer
  • @LeadingReport
  • @ItsJuliansRum
  • @BehizyTweets
  • @kylenabecker
  • @TaraBull808
  • @JoeyMannarinoUS
  • @TomFitton
  • @DC_Draino
  • @JackPosobiec
  • @DerrickEvans4WV
  • @RealSKeshel
  • @pepesgrandma
  • @WallStreetApes
  • @hodgetwins
  • @EmeraldRobinson
  • @disclosetv
  • @WillChamberlain
  • @johnrockshomes
  • @DineshDSouza
  • @c_plushie
  • @WallStreetSilv
  • In order to achieve mass deportations, Trump needs to: 1) cut all financial benefits. Whatever the source for food aid, rent subsidies, paying their phone bills, etc. 2) end the temporary refugee status, cancel their work authorization 3) crack down on employers who hire illegals. They will start self deporting.
  • @BarnettforAZ
  • So Trump wins Arizona, but we lose congressional seats and other state senate and house seats? So you’re trying to tell me that people voted for Trump then turned around and voted for Ruben Gallego and other Democrats at the state level? There’s no way that happened. I’m not buying it. I told our state legislature this is what would happen when we don’t have properly and legally run elections. They take and “steal” what they can to gain control. Almost like a trade off.
  • @GenFlynn
  • @JohnStrandUSA
  • @grayzoneintel
  • People need to go to prison for 2020. 19 bellweather counties have correctly predicted every presidential winner from 1980 to 2024 -- except for 2020. Election experts assured us that shifting demographics in these 19 counties were to blame for the miss. Nine straight election cycles with 100% accuracy ended in 2020. Trump won 18 of the 19 counties and officially lost the 2020 election. I stayed up last night to track the results in these counties because if demographics were changing, surely these 19 bellweather counties would no longer be a reliable indicator. Trump again won or is projected to win 18 of the 19 bellweather counties, along with the Presidential Election. So did the demographics shift back? Or was 2020 really stolen? I think we all know the answer.
  • @DiedSuddenly
  • @JackUnheard
  • @bog_beef
Night Trading 
  • Asian equity indices are unch. to +1.0% on average.
  • Asia Ex-Japan Investment Grade CDS Index 69.0 -1.5 basis points.
  • China Sovereign CDS 62.0 -1.25 basis points.
  • China Iron Ore Spot 105.8 USD/Metric Tonne +.6%
  • Bloomberg Emerging Markets Currency Index 38.2 -.18%.
  • Bloomberg Global Risk-On/Risk Off Index 70.6 +1.4%.
  • Volatility Index(VIX) futures 15.8 -.2%.
  • Euro Stoxx 50 futures +.43%
  • S&P 500 futures +.04%.
  • NASDAQ 100 futures +.03%.  
Morning Preview Links

BOTTOM LINE: Asian indices are modestly higher, boosted by technology and commodity shares in the region. I expect US stocks to open mixed and to rally into the afternoon, finishing modestly higher.  The Portfolio is 100% net long heading into the day.

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