Sunday, November 10, 2024

Monday Watch

Around X:
  • @RealDonaldTrump
  • @elonmusk
  • @bennyjohnson
  • I just spoke to a prominent Republican Senator about the leadership race. Stunning admissions: “Thune and Cornyn have been trained like dogs by McConnell. They’ll do as they’re told and come when called. McConnell will still be in charge with them. Scott is the only option.”
  • EXCLUSIVE: A GOP Senate Source has leaked the internal whip-count for the Leadership Vote. The final votes will be on a secret ballot Wednesday. Here is where the race stands now… Cornyn (18) Scott (11) Thune (24). Banks - Thune, Barrasso - Thune, Blackburn - Thune, Boozman - Cornyn, Britt - Cornyn, Budd - Cornyn, Capito - Cornyn, Cassidy - Thune, Collins - Thune, Cornyn - Cornyn, Cotton - Thune, Cramer - Thune, Crapo - Cornyn, Cruz - Thune, Curtis - Thune, Daines - Thune, Ernst - Cornyn, Fischer - Cornyn, Graham - Cornyn, Grassley - Cornyn, Hagerty - Scott, Hawley - Cornyn, Hoeven - Thune, Hyde-Smith - Cornyn, Johnson - Scott, Justice - Thune, Kennedy - Cornyn, Lankford - Cornyn, Lee - Scott, Lummis - Thune, Marshall - Scott, McConnell - Thune, McCormick - Cornyn, Moran - Cornyn, Moreno - Scott, Mullin - Thune, Murkowski - Thune, Paul - Scott, Ricketts - Cornyn, Risch - Cornyn, Rounds - Thune, Rubio - Scott, Schmitt - Scott, Scott (FL) - Scott, Scott (SC) - Thune, Sheehy - Thune, Sullivan - Thune, Tillis - Thune, Thune - Cornyn, Tuberville - Scott, Vance - Scott, Wicker - Thune, Young - Thune.
  • @gentrywgevers
  • @AtlRey
  • Here’s a quick recap of what just happened in AZ in case you missed it: - Trump won Arizona by 6 points. - Gallego had 127k more votes than there are registered Democrats in AZ. - Lake had 200k fewer votes than there are registered Republicans in AZ. - Gallego received more votes than Kamala Harris did in AZ. - Lake received 140k fewer votes than Trump did in AZ. - Uncounted ballots increased days after the deadline. -Mitch McConnell withheld campaign funds from Lake. - No GOP members are speaking out about these discrepancies. Overall, something about this election between Lake and Gallego doesn’t add up.
  • @annvandersteel
  • @MarioNawful
  • @magnelibra
  • @TomFitton
  • I just checked. There are still over 435,000 ballots uncounted as of last night, including 230,000 in Maricopa County. Inexcusable election corruption. (video)
  • @Laralogan
  • Just for added measure, #Arizona had a total of 463K voters without a "gender", of which 351K returned ballots. Maricopa had 292K of which 200K returned a ballot. Pima had 60K or which 108K returned a ballot. That's right, 178% return rate. This is obviously fraud. Time for it to end. C’mon - it is right in our faces. The steal is not credible at all. (pic)
  • @JoeyMannarinoUS
  • @LauraLoomer
  • @CollinRugg
  • @merissahansen17
  • Rach_IC
  • @TheWuhanClan
  • @maddenifico
  • DerrickEvans4WV 
  • One of two things has happened in Arizona. Roughly 150k people voted for Trump but then decided to vote for a left wing extremist (Gallego) for US Senate. Or THEY ARE CHEATING. Which do you think it is?
  • @rising_serpent
  • RobertBeadles
  • CuriousityFirst
  • @CharlieKirk11
  • @RobertBeadles
  • WHERE DID THEY GO? Where did 26,902 votes go??? This is from our friends in Clark County, Nevada. Tell me again how many votes @CaptainSamBrown and others lost “buy”. We must have a hand recount of all ballots and signature verification of all ballot envelopes. This is ridiculous, and the fact that nobody is standing up to this speaks volumes about our ‘leadership.’ Nevada, where are you at?! Peacefully demand that the county commissioners immediately require a hand recount of all ballots, VVPAT rolls, and signature verification of every ballot envelope by a third party with citizen oversight. We can no longer trust without verifying. If they’re not making mistakes in our elections—or worse, cheating—what the hell do they have to fear? Be peaceful, be heard! (pic)
  • @toobaffled
  • @AmyKremer
  • @ShadowofEzra
  • @MJTruthUltra
  • If you’re a whistleblower, state official, or someone who works for a company conducting immoral and/or illegal activity, or has DEI/ discriminatory hiring/teaching practices… and you want to stay anonymous.. DM me… I will expose them
  • Trumps Plan to Impose TERM LIMITS on Members of Congress — Separate IG Offices from the Departments they Oversee — and Establish a ‘Truth and Reconciliation Commission’ for Public DECLAS. (video)
  • @MarkLevioneNYC
  • @ThePatriotOasis
  • @kylenabecker
  • @thehealthb0t
  • @WallStreetApes
  • @BillAckman
  • How is it possible that the @KamalaHarris campaign spent $583 million, nearly $6 million per day, on her campaign staff in her 103-day campaign while
    @realDonaldTrump’s spending on staff was $10.4 million or $100,970 per day, 1/60th as much (assuming the same 103-day period which should be a highly conservative assumption as the Trump campaign began many months before the Harris campaign). The numbers don’t compute. This smells like fraud and/or corruption.
  • @matt_vanswol
  • @Liz_churchill10
  • @HustleBitch_
Night Trading
  • Asian indices are -1.0% to unch. on average.
  • Asia Ex-Japan Investment Grade CDS Index 69.5 +.5 basis point.
  • China Sovereign CDS 62.5 +.5 basis point.
  • China Iron Ore Spot 101.4 USD/Metric Tonne -1.2%.
  • Bloomberg Emerging Markets Currency Index 38.0 unch.
  • Bloomberg Global Risk-On/Risk Off Index 68.0 -.33%.
  • Volatility Index(VIX) futures 15.6 -1.0%. 
  • Euro Stoxx 50 futures +.37%.
  • S&P 500 futures +.17%.
  • NASDAQ 100 futures +.22%.

BOTTOM LINE: Asian indices are mostly lower, weighed down by real estate and technology shares in the region. I expect US stocks to open modestly higher and to weaken into the afternoon, finishing mixed.  The Portfolio is 100% net long heading into the week.

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