BETWEEN THE HEDGES: Monday Watch

Evening Headlines

Bloomberg:

Zerohedge:

The Wall Stree Journal:

CNBC:

Trump to announce 25% steel and aluminum tariffs in latest trade escalation.
Consumer Financial Protection Bureau staff told to work remotely as headquarters is shuttered.
Deepseek’s AI model ‘the best work’ out of China but hype is ‘exaggerated,’ Google Deepmind CEO says.
Trump’s AI ambition and China’s DeepSeek overshadow an AI summit in Paris.
Top Wall Street analysts pick these 3 stocks for attractive dividends.

Fox News:

Newsmax:

TheGatewayPundit.com:

The Epoch Times:

DeepSeek Triggers Global Scrutiny, Security Concerns, Federal Bans.

Around X:

@elonmusk

The reason the radical Dems don’t want an audit of social security fraud is because they’re the ones getting it …
The meme that American tax dollars were funding both sides of the conflict was real! (pic)
New York Judge Paul Engelmayer just forbade all political appointees — including Treasury Secretary Scott Bessent — from accessing Dept. of Treasury data, all based on Blueanon conspiracy theories!! Those theories couldn't be challenged because the order was EX PARTE — meaning Trump's lawyers weren't warned, and couldn't weigh in. Only Democrat Attorneys General were allowed to argue. This ruling is absolutely insane! How on Earth are we supposed to stop fraud and waste of taxpayer money without looking at how money is spent? That’s literally impossible! Something super shady is going to protect scammers.
X-USAID CHIEF SAMANTHA POWER’S NET WORTH SKYROCKETS—FROM $6.7M TO $30M ON A $180K SALARY. Samantha Power, Biden’s ex-USAID chief, saw her wealth explode while earning just $180K per year. Where did the extra $23.3M come from? And all of this in just 3 years! USAID oversees billions in global funding—was she cashing in? The public deserves answers. Follow the money. Sounds very fishy

@MilaLovesJoe

BREAKING: Elon Musk is asleep on the floor at the Eisenhauer Building where he is trying to save America from itself. Anyone saying he is in it for the money is either corrupt or brainwashed. Period. Elon Musk is the ULTIMATE national treasure. (pic)

@Collinrugg

JUST IN: Trump orders Secret Service to provide every and any detail relating to the assassination attempts on his life, raises concerns of foreign apps found on phones. “I’m entitled to know,” Trump told The New York Post. “I want to find out about the two assassins. Why did the one guy have six cell phones and why did the other guy have [foreign] apps?” “No more holding back because of Biden. I’m entitled to know. And they held it back long enough.” “No excuses.” (video)

@HealthRanger

Bill Gates’ vaccine organization ‘GAVI’ was awarded $4,880,000,000.00 from USAID. Nearly $5 BILLION in tax payer money to a single organization. Two grants are still active; the $4B dollar grant ends Aug 2030. No wonder Gates is speaking out against DOGE dismantling USAID. Now we know where all the pro-vax propaganda really came from.

@repdarrellissa

I’m immediately introducing legislation next week to stop these rogue judges and allow Trump and DOGE to tell you where government is spending your money.

@MarioNawful

BIRD FLU JUST GOT DEADLIER—AND IT’S HITTING MAMMALS. A Nevada farm worker has tested positive for H5N1, the same strain now spreading in dairy cattle. Even worse? Scientists say this version of the virus has mutated to infect mammals more easily. This variant, D1.1, has already caused severe human cases, including one death. It’s spreading fast, and researchers are scrambling to figure out just how dangerous it could become. The CDC insists the risk is still low—for now. But if this thing keeps mutating, all bets are off.

@sayerjigmi

BREAKING: The UK Just Ordered Apple to Kill Encryption for 2 Billion People—And They Can’t Even Talk About It. A global privacy nightmare is unfolding. The UK government secretly ordered Apple to backdoor encrypted iCloud storage worldwide—but Apple is legally forbidden from revealing this order, or they face criminal charges. This affects 2 BILLION USERS. Here’s the full story & why it’s part of a much bigger power grab.

@WideAwakeMedia

Greenpeace co-founder, Dr. Patrick Moore: "I am firmly of the belief that the future will show that this whole hysteria over climate change was a complete fabrication." (video)
RFK Jr. promises to prosecute medical journals for fraud "unless [they] come up with a plan to show us how [they're] going to start publishing real science again, rather than bought-and-paid-for science". "[Medical journals] are presenting themselves to medical professionals as... a reliable referee of the truth. And they know that those medical professionals are relying on journal articles to treat patients, and that if they tell a lie, if they're committing fraud, that they can injure and kill people. They know that." "And so I believe they can be prosecuted... I'm going to do that as soon as I get in there." (video)

@Megatron_ron

NEW: The Mexican president asks how cartels in Mexico possess weapons from the US military: "How is it that there are weapons in Mexico that are for the exclusive use of the US military? Who sold them?

@charliekirk11

If you’re not paying attention to what White House Deputy Chief of Staff Stephen Miller is saying, you’re missing the entire story. “President Trump is engaging in the most important restoration of democracy in over a century, by saying that we are going to restore power to the people through their ELECTED president and his appointed officers.” (video)

@KanekoaTheGreat

Dems: We need 80000 IRS agents to audit your $600 venmo payment. Reps: There are over $100B annual entitlement payments to people without social security numbers. Dems: Auditing is extremely dangerous to our democracy!

@BGatesIsaPsycho

“Killing us softly”. If the skies have always looked this way - then why weren’t there millions of videos of it between the internets inception & 2021? Doesn’t take a genius now….. (video)

@catturd2

Big Pharma has made its way into the pockets of senators, and now they’re doing anything they can to block RFK Jr.’s confirmation. Here are some of their top puppets—paid to protect profits instead of Americans. Pfizer owned.

@CGTCFA

Just found out that Costco’s beef supplier @HarrisRanchBeef uses and promotes vaccines for their cows.

@SuePearFL

Naples, Florida Fog 2-8-2025. Dense chemical FOG: CHEMICAL ICE NUCLEATION CLOUD SEEDING creates a cold layer that sinks to the Earth creating a dense chemical FOG. Fog hanging over Florida for a week. This is not normal fog. (pic)

@RodDMartin

BREAKING: Multiple U.S. states now moving to BAN COVID vaccines. And the Federal government may follow suit. THIS IS HUGE... Thread (1/11)

@_MLFootball

THIS IS WILD! TAYLOR SWIFT WAS HEAVILY BOOED BY FANS AFTER SHE WAS SHOWN ON THE BIG BOARD. Her reaction to the crowd booing her was… “What the f*ck?” (video)

OpenVAERS:

VAERS US COVID Vaccine Adverse Event Reports. 1,022,221 Reports(+6,174 from prior report) Through December 27, 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 equity indices are -.5% to +.25% on average.

Asia Ex-Japan Investment Grade CDS Index 76.0 +.5 basis point.

China Sovereign CDS 54.75 -1.5 basis points.
China Iron Ore Spot 106.4 USD/Metric Tonne +.01%

Bloomberg Emerging Markets Currency Index 37.1 +.02%.
Bloomberg Global Risk-On/Risk Off Index 72.3 +1.4%.
Volatility Index(VIX) futures 17.7 -1.7%.
Euro Stoxx 50 futures +.26%.

S&P 500 futures +.30%.

NASDAQ 100 futures +.43%.

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 modestly higher and to weaken into the afternoon, finishing mixed. The Portfolio is 50% net long heading into the day.

BETWEEN THE HEDGES

Top Menu

Sunday, February 09, 2025

Monday Watch

No comments: