BETWEEN THE HEDGES: Monday Watch

Today's Headlines

Bloomberg:

Zero Hedge:

Wall Street Journal:

CNBC:

During meeting with Biden, China’s Xi cautions the U.S. to ‘make the wise choice’ to keep relations stable.
Restaurant executives can’t wait for 2025 after slow traffic and wave of bankruptcies.
Netflix said a record 60 million households worldwide tuned in for Jake Paul versus Mike Tyson fight.
Three Mile Island restart could mark a turning point for nuclear energy as Big Tech influence grows.
Top Wall Street analysts are upbeat on these stocks for the long haul.

MarketWatch.com:

NewsMax:

Newt Gingrich: This Is 'Most Reform-Oriented Cabinet'.

Fox News:

TheGatewayPundit.com:

The Epoch Times:

Around X:

@elonmusk

NEW: Vivek Ramaswamy - who is co-leading the Dept. of Govt. Efficiency - just perfectly laid out how Trump can use swift, executive power to demolish the bureaucratic state. "First is - we want to go right in through executive action to do the failures of the executive branch that need to be addressed." "The people who we elect to run the government - they're NOT the ones who actually run the government. It's the unelected bureaucrats in the administrative state - that was CREATED through executive action... it's gonna be FIXED through executive action." Yes! (video)

@CharlieKNews

We VOTED for Donald J. Trump, which means we VOTED and SUPPORT every cabinet pick. If you don't pass his vision, we will vote you OUT. Elon Musk, Charlie Kirk along with Millions of MAGA Patriots will make sure you lose your race. YOU HAVE BEEN WARNED!!
Speaker Mike Johnson throws his full support behind Matt Gaetz as Attorney General, saying he will reform the DOJ after an era of shameful lawfare targeting conservatives. Good for you, @MikeJohnson. (video)
Arizona is still counting votes. Georgia is still counting votes. California is still counting votes. Pennsylvania is still counting votes. North Carolina is still counting votes. CAN YOU SEE WHAT THEY ARE DOING ?
Mollie Hemingway delivers an absolutely masterful defense of Matt Gaetz as AG. For eight years, we haven't had a Department of Justice, we've had a Department of Injustice, and too few of our leaders in DC had the spine to fight back. Gaetz has enemies in DC precisely because he didn't back down from the toughest fights. He is the warrior we need to set things right. (video)

@kylenabecker

BREAKING: President Joe Biden is sending U.S. long-range missiles to Ukraine that can strike deep inside Russia. "Mr. Biden’s decision is a major change in U.S. policy,” the NYT reports. The American people will be lucky to avoid WW3 before President Trump takes office.
It is my belief most senators are mortified that the surveillance apparatus has career-ending dirt on them. If these compromised senators dare to defy the intelligence community, then they risk the world learning about their dirty deeds. This power struggle over cabinet picks will only serve to further illustrate what Donald Trump has shown to be true since the moment that he first came down that escalator. The U.S. government is rotten to its foundation. The only thing left to do is uproot the bad actors who have hijacked our government and return control of it to the American people. This will not be an easy fight. It will be an ugly one. But Donald Trump seems to be up to the challenge.

@bennyjohnson

Wait till you see Trump’s face when he sees Joe Rogan. (video)

@MarioNawful

BREAKING: T-MOBILE HACKED IN MAJOR CHINESE SPY OPERATION. T-Mobile is the latest telecom giant to fall prey to a sweeping Chinese espionage hack targeting key U.S. communications networks, including AT&T and Verizon.

@MTGrepp

HOLY SH*T!! Ever since Pennsylvania admitted to counting illegal votes, Democrats are gaining in the Senate Race. THIS IS RIDICULOUS… THEY ARE STEALING ELECTIONS IN BROAD DAYLIGHT. WE CAN’T LET IT HAPPEN. YOU KNOW WHAT TO DO. (map)
BREAKING! After 11 days of Ballots continually being counted in North Carolina, The Democrats have now taken the lead for NC Supreme Court. THIS is what stealing an Election looks like. STOP THE STEAL!!!

@nicksortor

#BREAKING: California’s 45th Congressional seat is now set to flip from Republican to Democrat after THOUSANDS of new ballots pour in. How the HELL are they still “counting” ballots in California?! Rep. Michelle Steel had been leading by thousands of votes until today, and the Democrat challenger is now leading by *31 votes.* There is NO WAY. California is corrupt as hell. (pic)

@amuse

ENEMIES WITHIN: Democrats led by Rick Wilson have formed a domestic espionage organization called the Two Plus Two Coalition that will make Crossfire Hurricane look like child’s play. As described it will have as many resources in the US as China’s MSS and Russia’s SVR. Whoever Trump selects as the new FBI Director will need to have the Counterintelligence Division target Wilson and his comrades.

@Geiger_Capital

The IRS is warning Americans that starting 2025 they must report payments on Venmo, PayPal & Zelle of over $600. Meanwhile… The Pentagon just failed its SEVENTH audit in a row, as they were unable to account for 60% of their $4.1 trillion in assets. $824 billion annual budget.

@iheartmindy

Breaking! You're not going to believe this (yes, you are) but the incident commander for the Maui fires was just picked up for r*ping a 12 year old child....and we already know what kind of blackmail the Deep State uses to control people, so there's that piece of the puzzle. Speaking of....is the public just never going to get answers on "why" they shut off the hydrants, never used their warning siren system, and sent people in the wrong direction to die on purpose? Keep in mind this is the fire chief, the police chief was the one that got a lofty raise for moving there after being the incident commander for the Las Vegas shooting cover up, and the Sheriff that was in charge of that same shooting is now magically Nevada's governor somehow despite being hated by even his own party. Gee, you'd almost think our out-of-control corrupt government coordinates these all these suspicious things on purpose, or something? (pic)

@BGatesIsaPsycho

Shocking new footage of flooding in Valencia. Spain has never ever experienced this level of flooding before, but also remember the current levels of Geo-Engineering have also never been seen before. (video)

@ViglilantFox

Why are there so many pharma ads on TV? HINT: It’s not to sell drugs. A TV news president admitted to RFK Jr. that any host allowing him to speak negatively about Big Pharma on air would be FIRED because “this is where our advertisers are.” Jaws dropped when former pharma insider @CalleyMeans told Tucker Carlson on his show, “The news ad spending from pharma is a public relations lobbying tactic, essentially to BUY OFF the news... The media plays referee because they're funded by so on all levels.” (video)

@hodgetwins

Why did Biden’s DOD order an industrial shredder the day Trump won the election? (pic)

@StevieStacks84

When they start to cry when Trump makes recess appointments, remember this.

@ggreenwald

Lots of articles on how MSNBC's audience has completely collapsed -- disappeared -- once Kamala lost and the got disillusioned, but the full extent is shocking. Their prime-time shows can't even get 75k people watching in the key demo (18-54). Weekend shows don't even get 30k!

@matt_vanswol

This is the road I drove my kids to school on, every single morning. This is what it looks like today, a full 50 days after Helene. Can someone explain why there is ZERO federal effort being put into helping us clean up? I don't understand. Where is everyone? (video)

@wendyp4545

Blinken just agreed to pay for a Commuter Train and now we know why. Blinken is owned by China. (video)

@EricLDaugh

BREAKING: Iowa pollster Ann Selzer retires from polling. Her final Iowa poll was Harris+3 and she tried to justify it. The final result was Trump+13 - an error of 16 points. The Selzer poll was previously the “gold standard” of polling. However, Selzer says this decision to retire was made before her final poll of 2024.
BREAKING: Senator Mike Lee says that if Bob Casey & Democrats steal the Pennsylvania Senate election from Dave McCormick (R), the Senate can refuse to seat him. "Article I, Sec. 5, Cl. 1: 'Each House shall be the Judge of the Elections, Returns and Qualifications of its own Members.'" "It's time to concede now."

@TaraBull808

BREAKING: California Democrat Derek Tran pulls ahead of Republican Michelle Steel by 36 votes in the 45th House District 10 days later. (graph)

@HealthRanger

The Dems are desperately trying to steal control of the House. After stealing some local elections, they will blackmail a couple of GOP members to resign at just the right time, handing the Dems majority control of the House.

@TRHLofficial

Matt Gaetz: -Submitted the contents of Hunter Biden’s missing laptop into evidence -Exposed career republicans for insider trading, including one rep who invested in Raytheon the day before the Ukraine war. -railed against Fauci for pandemic, crimes against humanity and gain of function -confronted the FBI on abuses against whistleblowers and J6ers -and a man is sitting in prison right now because he tried to extort Matt Gaetz’s father for $25Million in exchange for a “guaranteed pardon” in an ongoing lawfare effort, the documents of which, Matt will soon have total access to. No wonder the uniparty wants to keep Matt Gaetz out of the AG position so badly. No wonder they keep trying to denigrate and humiliate him. He clearly can’t be bought.

@WallStreetSilv

This is why your doctor gets aggressive. Knowledge is power, ignorance is bliss.

@MagaResource

NEW: Department of defense official laughs in Jon Stewart’s face when questioned about the waste, fraud and abuse there. Stewart is a liberal but is stunned at Democrat Deputy Defense Secretary Kathleen Hicks’ smug answer when he questions her about the rampant waste, fraud and abuse at the department of defense. The DOD has failed seven consecutive audits. (video)

OpenVAERS:

VAERS US COVID Vaccine Adverse Event Reports. 1,016,047 Reports(+2,606 from prior report) Through October 25, 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 -.25% to +.5% on average.
Asia Ex-Japan Investment Grade CDS Index 73.75 +1.25 basis points.
China Sovereign CDS 64.0 +.5 basis point.
China Iron Ore Spot 96.5 USD/Metric Tonne -.22%.
Bloomberg Emerging Markets Currency Index 37.7 +.02%.
Bloomberg Global Risk-On/Risk Off Index 66.8 +.6%.
Volatility Index(VIX) futures 16.0 -.23%.
Euro Stoxx 50 futures +.12%.
S&P 500 futures +.25%.
NASDAQ 100 futures +.57%.

Morning Preview Links

BOTTOM LINE: Asian indices are mostly higher, boosted by consumer 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 25% net long heading into the week.

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Sunday, November 17, 2024

Monday Watch

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