Wednesday, January 01, 2025

Thursday Watch

Around X:

  • @elonmusk
  • @NickSortor
  • @DisrespectedThe 
  • @LaraLogan
  • @rawsalerts
  • @robbystarbuck
  • New Orleans Superintendent of Police Anne Kirkpatrick is ALSO an instructor for the FBI’s Leadership Training Program, where she instructs on "Bias and Diversity". She’s the chief of New Orleans Police Dept and a DEI teacher. DEI is a danger to the security of our country. (pic)
  • @KashPatel_News
  • @Zerohedge
  • @C_Herridge
  • @RWMaloneMD
  • @MJTruthUltra
  • Former FDA Commissioner, Dr. Scott Gottlieb, says Bird-Flu could be a “High Impact Event”. He wants more testing, and says 10 Million stockpiled doses of vaccines are now likely outdated and he wants newer vaccines to be stockpiled. DID YOU KNOW… • Dr. Scott Gottlieb is a member of the Pfizer board of directors and has been since 2019. —— YES…. Pfizer is working on a mRNA Bird-flu vaccine. • Gottlieb is a partner at New Enterprise Associates (NEA) Gottlieb, which invests in healthcare companies and could theoretically include companies involved in flu research or vaccine development. • Gottlieb is a board member of Illumina, Inc, a company focused on genomic technologies, which could play a role in rapid diagnostics or research into viruses like bird flu. • Gottlieb is a board member at Aetion, Inc…. This company focuses on drug development and their analytical capabilities could support research into flu vaccines or treatments. There are many more connections to him financially benefitting from Bird Flu. (video)
  • @NicHulscher
  • @charliekirk11
  • @BGatesIsaPsycho
  • @Amuse
  • @LightOnLiberty
  • @paintsaints
  • @Liz_Churchill10
  • @BehizyTweets
  • @FiveTimesAugust
  • @matttttt187
  • @officer_Lew
  • @WallStreetApes
  • @Liz_Churchill10
  • @MarioNawful
  • @DC_Draino
  • @WideAwakeMedia
Night Trading 
  • Asian equity indices are -.25% to +.25% on average.
  • Asia Ex-Japan Investment Grade CDS Index 80.5 +3.25 basis points.
  • China Sovereign CDS 65.5 unch.
  • China Iron Ore Spot 101.2 USD/Metric Tonne +.23%
  • Bloomberg Emerging Markets Currency Index 36.67 -.03%.
  • Bloomberg Global Risk-On/Risk Off Index 69.1 +.02%.
  • Volatility Index(VIX) futures 17.9 +.2%.
  • Euro Stoxx 50 futures n/a.
  • S&P 500 futures -.09%.
  • NASDAQ 100 futures +.02%.  
Morning Preview Links

BOTTOM LINE: Asian indices are mostly lower, weighed down 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 day.

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