BETWEEN THE HEDGES: Monday Watch

Today's Headlines

Bloomberg:

Zero Hedge:

Wall Street Journal:

CNBC:

Asia-Pacific markets open higher as investors await China PMI and industrial profits data.
Meta offers creators deals to promote Instagram on TikTok, Snapchat and YouTube Shorts.
After the wildfires: What a long rebuilding process will look like for Los Angeles homeowners.
After TikTok, the WiFi router in your home may be next Chinese tech ban target.
White House reportedly in talks to have Oracle and U.S. investors take over TikTok.
Universal Music Group and Spotify strike new agreement.
Top Wall Street analysts recommend these dividend stocks for stable returns.

MarketWatch.com:

NewsMax:

Fox News:

TheGatewayPundit.com:

The Epoch Times:

Around X:

@elonmusk

DROWNING IN RED TAPE: AMERICA’S BUREAUCRACY IS OUT OF CONTROL. Unelected bureaucrats hold a lot of power in America, strangling personal and business ventures in endless rules and paperwork. Congress writes the laws, but it’s the administrative state that decides how they’re enforced—and it’s a nightmare.
A man who’s in our country illegally was artested in FL after killing a 6-year-old boy while driving under the influence. It’s his 3rd DUI. He now has an ICE detainer hold. Reminder that 150 Democrats voted against deporting illegals for DUIs. (video)
There is massive fraud in the federal entitlements programs. Worse than you could possibly imagine.

@matt_vanswol

I JUST DROVE PAST THE ARMY CORPS OF ENGINEERS IN WESTERN NORTH CAROLINA!!!!! THEY ARE BACK!!!!!! HOLY CRAP, PRESIDENT TRUMP KEPT HIS PROMISE!!!!!!!!!!! (video)

@TomFitton

SMOKING GUNS: Fauci did it. We found the documents on his agency funding creation of coronavirus "MUTANTS" in Wuhan -- Gain of Function, 101. Here are the receipts from: (video)

@WallStreetApes

American Citizen overstayed her 180 tourist visa in Mexico. She was stopped on a bus coming back from a concert, taken to an immigration office and she documents herself being forced deported by Mexico back to America. Democrats don’t want you to see other countries, especially Mexico, enforcing immigration policies. Every country is allowed to enforce this but America. (video)
We need Donald Trump and Tom Homan to focus on Colony Ridge. ““It's a 60 SQUARE MILE CITY of illegal aliens in the middle of Texas — Roughly the size of Washington DC”. “Colony Ridge is home to more than 75,000 illegals and recent reports say that number could easily swell to 200,000”. “That is absolutely vast. I've been up there over and in a helicopter — it's to the horizon. You can't even see the end of this thing”. “The developer's been selling land marketed to illegal aliens”.

@robbystarbuck

I don’t think most US Senators realize yet how hard the base is willing to fight for RFK Jr to be confirmed. It’s time to start making calls and sending emails to every Senator. If they don’t confirm him, it’s because Big Pharma owns them. Contact info: (pic)

@BehizyTweets

Deputy Chief of Staff Stephen Miller says the administration will expose the child trafficking that's been happening at the border & everyone involved. "This administration is going to investigate every instance of child trafficking, labor trafficking, s*x trafficking, child smuggling, and all the attendant crimes involved in that." "Our message to everyone in the country is to cooperate fully with Immigration and Customs Enforcement so that we can end the scourge of child trafficking and child abuse that has been endemic these last four years." (video)
The Uniparty stole three Senate seats, so we'll have to spend four years getting undermined by bums like Susan Collins, Lisa Murkowski, and Mitch McConnell. Kari Lake should be a Senator. Eric Hovde should be a Senator. Sam Brown should be a Senator.

@VigilantFOX

WHOOPSIE: A resurfaced video shows MSNBC’s Joe Scarborough expressing EMPATHY for RFK Jr.'s belief that vaccines can cause autism. Scarborough said, “Parents would CONSTANTLY come to me, and they'd bring me video tapes of their [formerly healthy] children. And they're all about the age of my son or younger. Something happened in 1989!” RFK Jr.'s Senate confirmation hearing begins on Wednesday. It's strange how the mainstream media never airs segments like this anymore. (video)

@MJTruchUltra

Oh my God… What is going on in Los Angeles? Someone sent me coordinates to look into and when I punched them in, there are tons of SOS messages that can be seen from satellite imagery. • HELP • TRAFFICO • FEDERAL • TERRORISMO DOS • LAPD This is what appears to be a construction site near the Twin Towers correctional facility. (video)
Fake Reverend Al Sharpton warns Donald Trump that he will Boycott any company that doesn’t support DEI. He gave people $25 to go shopping at Costco because Costco came out and said they won’t back down…. —— they will keep hiring people based on the color of someone’s skin or regardless of their skill. Know what that means? BOYCOTT COSTCO… (video)
BREAKING: The C.I.A, now under the control of John Ratcliffe, determines the Covid Pandemic Began from a Lab Leak. The C.I.A. denied this for years… Now we know why Anthony Fauci was pardoned for all crimes after Jan 2014. Because gain of function began in 2014 and he is likely guilty of creating the virus that caused a world-wide pandemic. (pic)
President Trump Announces a Game-Changing Executive Order to Bring Water to California. I strongly recommended it 7 years ago… but now I’m just gonna do it. "I'm signing an Executive Order to open up the pumps and the valves in the north. We want to get that water pouring down here as quickly as possible — and let hundreds of millions of gallons of water flow down into southern California." (video)

@ShadowofEzra

Between 75,000 and 80,000 of the over 300,000 missing migrant children have been located, according to Harris Faulkner on Fox News. She stated that the Trump administration's efforts to identify these children began even before the election and emphasized the importance of finding "these little ones." Faulkner blasted former Homeland Security Secretary Alejandro Mayorkas for lying to a committee about not knowing the whereabouts of these missing children. Tom Homan announced that plans to launch an operation to locate and rescue these children would begin immediately. (video)

@BarbaraOneillAU

DO NOT EAT anything with this label! This is a GATES founded company that uses mono & diglycerides to make you sick. (pic)

@amuse

SECURITY: Here is what Dr. Fauci’s $20K per day security was like. It was more chauffeur and valet than ‘security’. I’m glad Trump cut this extravagant expense for the multi-millionaire. (video)

@MarioNawful

NGOs FUNNELED BILLIONS OF TAX DOLLARS INTO ILLEGAL IMMIGRATION UNDER BIDEN. Turns out nonprofits weren’t just helping migrants—they were funding the crisis! These groups took billions in taxpayer money, often without oversight, to transport and house illegal immigrants. Data shows migrants processed by NGOs ended up in nearly every congressional district. Sanctuary cities were hit hardest, with taxpayers footing the bill. Under Biden, NGOs became the middlemen of illegal immigration.
GOODBYE, HUMAN CASHIERS? WENDY'S LAUNCHES AI DRIVE-THROUGHS IN THE U.S. Wendy’s new AI, powered by Google Cloud, is taking orders at nearly 100 locations across 19 states. The AI listens, responds, and takes orders in real time. Human workers monitor and prepare meals, and the AI can even handle Spanish orders—but mess up or request something off-menu, and a human still have to step in. (video)

@5149jamesLi

Newly released photos from the apartment of Suchir Balaji, anOpenAI whistleblower found dead in his apartment on November 26, 2023. The SFPD ruled it a suicide in 14 minutes. Take a look at the photos and decide yourself — suicide or murder? Warning: Graphic. (pic)

@charliekirk11

As ICE continues making its arrests, remember this: Democrats knew exactly where these thugs lived and the violent crimes they'd committed, but they would rather let Americans die than let a foreigner get deported. (video)

@realJennaEllis

Ron DeSantis saved the Pete Hegseth appointment by quickly sending Ashley Moody to fill Rubio’s seat so that Vance could break the tie!

@rawsalerts

#BREAKING: Watch as President Donald Trump announce that he intends to reassign nearly 88,000 IRS agents to border patrol duties or demand their resignation. (video)

@Liz_churchill10

Dr. Fauci has been committing Biological and Psychological War Crimes for DECADES. Here’s Dr. Fauci in the 1980’s stating that children can get ‘AIDS’ simply by being close to someone with ‘AIDS’. Does this sound and look familiar to you? (video)

@LeftismForU

Well known racist, anti-Semite,and grifter, Al Sharpton, leads a Costco "buy-in" to show support for Costco keeping their DEI policies. A white Costco worker attempts to join the group, to which Al Sharpton shouts at him to "stay on your side!" (video)

@GuntherEagleman

BREAKING: Mike Pence linked to a PR firm that’s trying to sink RFK’s nomination! Big Pharma isn’t too happy about the threat RFK Jr. poses. Make sure everyone sees this!

@AndrewKerrNC

NEW: Gavin Newsom disbanded a highly trained team of certified firefighters in early 2024 — a move that left his National Guard incapable of sending a complete firefighting force to Los Angeles until 10 days after the fires broke out. This story is wild, read this to the end.

@teameffujoe

I’m just gonna say this. IF YOU BELIEVE THAT 4 CAREER POLICE OFFICERS “COMMITTED SUICIDE” FROM THE “HORRORS” THEY SAW ON JAN 6th, YOU’RE A MORON. Police officers don’t kill themselves because they witnessed a riot. They GET KILLED when the Democrats don’t want them to testify.

@seanmdav

Now it’s time for Trump to crush, with extreme prejudice, the entire Mitch McConnell staffer-fundraiser-lobbyist network in D.C. Ban them from all admin jobs and appointments, PNG their clients, and cut them off from all RNC/congressional campaign contracts.

@chamath

@POTUS is right. Snowmelt from the Sierra Nevadas and rainfall sent almost 30 million cubic acres of water into the Sacramento River Delta over the past 15 months. Of this, only 23% was sent to productive use in farmland irrigation and homes. A staggering 77% was sent to the ocean. The multiyear "drought" affecting most of California is man-made. California under @GavinNewsom is full of some of the dumbest, destructive policies imaginable. (pic)

@Nicksortor

Mitch McConnell immediately walked over and CELEBRATED with the Democrats after voting against Hegseth. This man HAS TO GO in 2026. The people of Kentucky voted for Trump’s mandate—not this anti-Trump BS. (video)

OpenVAERS:

VAERS US COVID Vaccine Adverse Event Reports. 1,022,221 Reports(+1,091 from prior report) Through December 27th, 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 -.75% to +.25% on average.
Asia Ex-Japan Investment Grade CDS Index 75.5 +1.0 basis point.
China Sovereign CDS 55.5 -.25 basis point.
China Iron Ore Spot 105.64 USD/Metric Tonne +.64%.
Bloomberg Emerging Markets Currency Index 37.3 -.04%.
Bloomberg Global Risk-On/Risk Off Index 74.3 -1.0%.
Volatility Index(VIX) futures 17.3 +5.6%.
Euro Stoxx 50 futures -.71%.
S&P 500 futures -.75%.
NASDAQ 100 futures -1.4%.

Morning Preview Links

BOTTOM LINE: Asian indices are mostly lower, weighed down by technology and commodity shares in the region. I expect US stocks to open modestly lower and to rally into the afternoon, finishing mixed. The Portfolio is 75% net long heading into the week.

BETWEEN THE HEDGES

Top Menu

Sunday, January 26, 2025

Monday Watch

No comments: