Thursday, January 30, 2025

Friday Watch

Around X:

  • @realDonaldTrump
  • @elonmusk
  • @WesternLensman
  • @nicksortor
  • @ColonelTowner
  • @ChronoScopeFilm
  • @WallStreetApes
  • @Libsoftiktok
  • This is what Trump was referring to when he called out the FAA for their DEI hiring practices to hire people with “severe psychiatric and intellectual disabilities.” It's real. You can't make this up. (pic)
  • @BGatesIsaPsycho
  • @TheChiefNerd  
  • @MJTruthUltra
  • @MidwesternDoc
  • @ColonelTowner
  • Let me tell you all why they want a SECRET vote for @TulsiGabbard. You ready? She will have oversight of the CIA. You know who blackmails everyone in the Senate? Who spied on all their computers? The CIA. Your senators are scared of the CIA and want to hide their cowardly, spineless actions from the actual citizens of the US.
  • @WarClandestine
Night Trading 
  • Asian equity indices are -.25% to +.75% on average.
  • Asia Ex-Japan Investment Grade CDS Index 75.25 unch.
  • China Sovereign CDS 55.75 +1.0 basis point.
  • China Iron Ore Spot 105.9 USD/Metric Tonne +.5%
  • Bloomberg Emerging Markets Currency Index 37.1 -.1%.
  • Bloomberg Global Risk-On/Risk Off Index 73.6 +.2%.
  • Volatility Index(VIX) futures 16.8 +.54%.
  • Euro Stoxx 50 futures -.11%.
  • S&P 500 futures +.20%.
  • NASDAQ 100 futures +.50%.  
Morning Preview Links

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

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