Wednesday, February 12, 2025

Thursday Watch

Around X:

  • @elonmusk   
  • As it becomes clear that @DOGE is working, you will see the long-term Treasury bill yields fall. And all Americans will benefit from lower interest payments on mortgages, small business debt, credit card and other loans
  • Fauci’s net worth surged during Covid and he became a multimillionaire. How???
  • USAID: The swamp is deep. One of the activist judges blocking Trump's agenda, Judge John Bates, is married to the founder of a USAID-funded NGO. Carol Rhees is a Democrat lawyer who started Hope for Children in Ethiopia a long-time USAID grant recipient. There needs to be an immediate wave of judicial impeachments, not just one.
  • LAWFARE: Before Judge McConnell ordered Trump to restore USAID funding and called him a tyrant he was accused of buying his lifetime judicial appointment. He spent over $700K contributing to Democrats and funneled thousands to his state's two senators who recommended his appointment to Obama. They refused to recuse themselves from his confirmation vote. What a scammer!
  • BREAKING — New NARA emails further confirm that the classified documents case against President Trump was a sham prosecution that involved the Biden White House from the start — long before NARA’s official referral of classified documents to DOJ for investigation. Terrible!
  • @MikeBenzCyber
  • @Mark_R_Mitchell
  • @catturd2
  • @JimFergusonUK
  • BREAKING: TULSI GABBARD SWORN IN AS DIRECTOR OF NATIONAL INTELLIGENCE – THE SWAMP IS TREMBLING! How the tables have turned! The Biden regime once had Tulsi Gabbard on a domestic terror watch list for daring to challenge the deep state. Now? She’s in charge of U.S. intelligence. Sworn in by AG Pam Bondi in the Oval Office, Gabbard is now the top intelligence official in the country. The same corrupt bureaucrats who smeared her are now answering to her.
  • @gaborgurbacs
  • Nancy Pelosi Annual salary: $223,000 Net worth: $202 million. Mitch McConnell Annual salary: $200,000 Net worth: $95 million. Chuck Schumer Annual salary: $210,000 Net worth: $75 million. Elizabeth Warren Annual salary: $285,000 Net worth: $67 million. @elonmusk @DOGE.
  • @WallStreetApes
  • @MichelleRM68
  • @ElectionWiz
  • @LeadingReport
  • @BehizyTweets
  • @Officer_Lew 
  • @WarClandestine
  • @CartlandDavid
  • @sayerjigmi
  • @TheChiefNerd
  • @BGatesIsaPsycho
Night Trading 
  • Asian equity indices are -.25% to +.75% on average.
  • Asia Ex-Japan Investment Grade CDS Index 71.0 -3.25 basis points.
  • China Sovereign CDS 46.0 -4.25 basis points.
  • China Iron Ore Spot 107.7 USD/Metric Tonne -.15%
  • Bloomberg Emerging Markets Currency Index 37.2 +.01%.
  • Bloomberg Global Risk-On/Risk Off Index 75.6 +1.2%.
  • Volatility Index(VIX) futures 17.4 -.5%.
  • Euro Stoxx 50 futures +.96%.
  • S&P 500 futures +.21%.
  • NASDAQ 100 futures +.46%.  
Morning Preview Links

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

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