Sunday, November 03, 2024

Monday Watch

Around X:

  • @RealDonaldTrump
  • @elonmusk
  • @CollinRugg
  • @BGatesIsaPsycho
  • @ChucckCallesto
  • @ImMeme0
  • @GuntherEagleman
  • @JoeDanMedia
  • @Bannons_WarRoom
  • STEVE BANNON: The Facts Are On Our Side, Joe Biden Never Got 15 Million More Votes Than Barack Obama, IMPOSSIBLE. We Didn't Pick Up Net 12 House Seats When We Lost the Presidential, IMPOSSIBLE. We Didn't Win 19/20 Bellwethers And Lose The Presidency, IMPOSSIBLE. You Generated Phony Ballots Of Folks That Don't Exist. (video)
  • @JackPosobiec
  • @Greg_Price11
  • @w_terrence
  • @charliekirk11
  • @realLizUSA
  • President Trump has had 100,000+ people turn out for rallies in California, Pennsylvania, and New Jersey. He’s sold out Madison Square Garden, and arenas in Atlanta, Milwaukee, and Phoenix. The polls are BOGUS. It’s a landslide. (video)
  • @BoLoudon
  • @TimRunsHisMouth
  • @MJTruthUltra
  • @RealMacReport
  • @RealJamesWoods
  • @ShadowofEzra
  • @DC_Draino
  • @BehizyTweets
  • @amuse
  • @irrationalhenry
  • @WallStreetSilv
  • @MarioNawful
  • @WallStreetApes
  • @TrueTheVote
  • @GetOutspokenUSA
  • @FFT1776
  • @LeadingReport
  • @GrageDustin
  • No, this is not a video from a war-torn country in the Middle East. This is the aftermath of the Minneapolis Riots after Governor Tim Walz allowed it to burn four consecutive nights. Kamala Harris bailed out the violent rioters. This is their legacy. Vote accordingly. (video)
Night Trading
  • Asian indices are -.25% to +.75% on average.
  • Asia Ex-Japan Investment Grade CDS Index 73.5 +.75 basis point.
  • China Sovereign CDS 65.5 +1.0 basis point.
  • China Iron Ore Spot 102.0 USD/Metric Tonne -.14%.
  • Bloomberg Emerging Markets Currency Index 38.1 +.1%.
  • Bloomberg Global Risk-On/Risk Off Index 61.52 +.28%.
  • Volatility Index(VIX) futures 19.5 -.14%. 
  • Euro Stoxx 50 futures -.08%.
  • S&P 500 futures -.01%.
  • NASDAQ 100 futures +.15%.

BOTTOM LINE: Asian indices are mostly higher, boosted by technology 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 week.

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