Sunday, February 02, 2025

Monday Watch

Around X:

  • @elonmusk
  • @GenFlynn
  • @WarClandestine
  • @WallStreetApes
  • @StillGray
  • @BehizyTweets
  • @bennyjohnson
  • @BGatesIsaPsycho
  • @LauraLoomer
  • @TonySeruga
  • @officer_Lew
  • @OcrazioCornPop
  • @MilaLovesJoe
  • @RapidResponse47
  • @newstart_2024
  • Nicole Shanahan: " I was wrong to ever trust these people. And many Democrats are opening up to this acceptance that they were wrong, they were misguided, they were lied to, and it's all this bait and switch and that's what the party has been and that's what, and nobody in their right mind can continue to support that." (video)
  • @rawsalerts
  • @itscarterhughes
  • @NicHulscher
  • COVID-19 gene therapy injections are neurotoxic. They have been shown to increase your risk of: 1. Ischemic stroke (+44%) 2. Hemorrhagic stroke (+50%) 3. Transient ischemic attack (+67%) 4. Myelitis (+165%) 5. Myasthenia gravis (+71%) 6. Alzheimer’s (+22.5%) 7. Cognitive impairment (+137.7%) 8. Depression (+68.3%) 9. Anxiety disorders (+43.9%) 10. Sleep disorders (+93.4%)
  • @patrickbetdavid
  • Who needs who more? Canada GDP $2.14 trillion. US GDP $27.36 Trillion. If Canada were a  state it would be #4 in GDP. Another terrible move by Trudeau. (video)
  • @tedcruz
  • @stocktalkweekly
  • Mexico exports to U.S. as a percentage of GDP: 35% Canada exports to U.S. as a percentage of GDP: 22% U.S. exports to Canada as a percentage of GDP: 1.5% U.S. exports to Mexico as a percentage of GDP: 1.2%. America is in charge.
  • @MidwesternDoc

Night Trading
  • Asian indices are -2.5% to -1.5% on average.
  • Asia Ex-Japan Investment Grade CDS Index 77.5 +2.25 basis points.
  • China Sovereign CDS 57.0 +1.25 basis points.
  • China Iron Ore Spot 104.5 USD/Metric Tonne -1.2%.
  • Bloomberg Emerging Markets Currency Index 36.9 -.22%.
  • Bloomberg Global Risk-On/Risk Off Index 71.5 unch.
  • Volatility Index(VIX) futures 19.5 +9.5%.
  • Euro Stoxx 50 futures -2.8%.
  • S&P 500 futures -2.1%.
  • NASDAQ 100 futures -2.7%.

Morning Preview Links

BOTTOM LINE: Asian indices are sharply lower, weighed down by technology and consumer shares in the region. I expect US stocks to open sharply lower and to maintain losses into the afternoon.  The Portfolio is 50% net long heading into the week.

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