Tuesday Watch

Around X:

• @elonmusk   

• JUST IN: Anti-Trump Judge Hit With Articles Of Impeachment. It’s time to fire fake judges who place political activism above the law!
• EXCLUSIVE: @GrossmanHannah and I have obtained logs from the NSA’s secret transgender sex chatroom, in which NSA, CIA, and DIA employees discuss genital castration, artificial vaginas, piss fetishes, sex polycules, and gangbangs—all on government time. This is insane. Well … at least we know what they did last week.

• @EricLDaugh

• BREAKING: House Speaker Mike Johnson just said that Elon Musk is "inside" the federal agencies with new algorithms crawling through spending transactions. Tech bros are going to save our budget. JOHNSON: “Elon has cracked the code. He is now inside the agencies, he's created these algorithms that are constantly crawling through the data and as he told me in his office, the data doesn't lie." “Elon is in the middle. He is in the belly of the beast.” (video)

• @EndWokeness

• NEW Harvard-Harris Poll:  Trump approval: 52% (+9)  Trump disapproval: 43%. 58% say he is doing better than Biden. 81% support deporting criminal aliens. 76% support eliminating fraud, waste. 76% support closing the U.S. border. 70% support merit-based hiring. 61% support reciprocal tariffs. 60% think DOGE is helping.
• India - 1 day to count 640M votes. Germany - 8 hours to count 50M votes. Argentina - 6 hours to count 27M votes. California - 4 weeks to count 16M votes.
• German exit polls suggest that right-wing parties have been won a majority of the German people, with AFD in 2nd place. Sounds good, right? Wrong. All major parties conspired to block AFD. That means they cannot join a coalition. Germany just voted for change… Instead, they will get more of the same.
  

• @BehizyTweets

• BREAKING: A whistleblower just revealed that the FBI is deleting massive amounts of evidence so Kash Patel & Dan Bongino can't use it. "The FBI is working day and night to destroy files on these servers... I'm sure there's info about Epstein and subversion against Americans." This needs to be stopped ASAP. The agents doing this must be charged with treason. (video)

• @Artemisfornow

• GERMANY - The Globalists win again. New chancellor Friedrich Merz is their perfect pick. Ex Chairman of Blackrock GermanyDedicated to deeper EU integration member of the WEF’s Board of Trustees regular atendee WEF in Davos attended Bilderberg Group meetings supported Covid vaccine passports Wanted restrictions on unvaccinated advocated for digital ID in Germany supported EU-wide asylum policies supports carbon trading markets The penetration of the cabinets continues. You cannot help the people if the people will not help themselves. Good luck Germany.

• @WallStreetApes

• The truth keeps coming out. Illegals in Arizona have been receiving US social security cards. Immigration attorney in Florence, Arizona says “One our clients got detained by ICE this morning — HE HAD HIS SOCIAL SECURITY CARD”. Just imagine how many illegals voted in Arizona. (video)

• @ThomasSowell

• Update on the $500B Apple investment. The company plans to hire 20,000 American workers. New Houston AI Server Factory. New Detroit Manufacturing Academy. Doubling R&D Fund to $10B. This is the largest ever capital spend in the US in company history. (video)

• @VigilantFox

• DISTURBING: Yale researchers have found that some COVID jab recipients show signs of a depleted immune system and continue producing spike proteins YEARS after the shot. Dr. Robert Malone was right about everything. What was once called a “conspiracy theory” is now backed by science: vaccine spike proteins can linger in the body for years, potentially causing chronic inflammation and long-term health problems. (video)

• @P_McCulloughMD

• BREAKING: Insurance Data Reveals U.S. Mortality Crisis Persists—Mass COVID-19 "Vaccination" Likely to Blame. Sharp rises in young cardiac, neurological, and cancer-related deaths persist in the wake of the mass COVID-19 mRNA injection campaign. Population mortality should go down after a pandemic--not up. Implies the mass vaccination campaign has backfired and is contributing to mortality from multiple causes.

• @amuse

• UKRAINE: Two years ago Zelensky was singing a very different tune agreeing to repay the US for aid. Now he's pretending that he only got half of the promised aid and that it was a grant, not a debt to be repaid. Zelensky isn't a honest partner. (video)

• @megynkelly

• This was the nation’s top drug regulator last month. Immediately hired by
  @ScottGottliebMD. DISGUSTING and why we need RFKJ. (pic)
• SAME. GO F YOURSELVES EAGLES. My husband is a fan so I got onboard but F this BS.

• @RealJamesWoods

• Speaking of which, buried in the foreign aid reports last year, I discovered something - we give foreign aid to CHINA. So the US government is so dumb, it is literally borrowing money from China, to give it back to China, while paying interest on it. This takes the cake. If this doesn’t make it clear to the Democrat critics of DOGE, then convincing them is fruitless and a waste of time. Let’s ignore these grifters and get the job done.

• @WesternLensman

• Hakeem Jeffries confronted with BRUTAL Democrat poll numbers — — after Hakeem attempts to spin with lies about Medicare and Social Security, gets nuked by Jake Tapper of all people: TAPPER: "Congressional Democrats polling is at about 20%. So, that's an issue for you." (video)

• @TimRunsHisMouth

• A federal employee went on CNN to cry that she only had 48 hours to reply to Elon/ DOGE’s email…Sooo… she had time to get herself booked on CNN and go on TV, but not reply to an email about her actual job…. Got it. (video)

• @dr_ericberg

• Egg prices are NOT an accident. Bird flu is back in the headlines. But what’s actually happening? Here’s the simplest way to understand it: They’re using the COVID playbook again. This time, it’s about controlling your food. Let me explain.

• @BurrikksM

• Susan Collins votes Left 80% of the time. She's got to go. And who would like to see Nancy Mace take Graham's seat? (pic)

• @MDBreathe

• Did you know the mRNA shots being given to babies are still under EUA status? Do you think pediatricians are telling parents there are over 3400 peer-reviewed published studies documenting severe adverse reactions from these shots?

• @ShadowofEzra

• RFK Jr.'s former running mate, Nicole Ann Shanahan, records a video showing geoengineering in the sky above her. She describes seeing planes flying overhead and states that the trails left behind were too thick to be contrails. She says this needs to end immediately. (video)

Night Trading 

• Asian equity indices are -1.5% to -.5% on average.

• Asia Ex-Japan Investment Grade CDS Index 69.0 +.25 basis point.

• China Sovereign CDS 46.0 +1.25 basis points.
  
• China Iron Ore Spot 106.7 USD/Metric Tonne -1.6%

• Bloomberg Emerging Markets Currency Index 37.3 -.1%.
• Bloomberg Global Risk-On/Risk Off Index 73.6 -1.1%.
• Volatility Index(VIX) futures 18.2 -1.5%.
• Euro Stoxx 50 futures -.31%.

• S&P 500 futures +.21%.

• NASDAQ 100 futures +.11%.  

Morning Preview Links

BOTTOM LINE: Asian indices are modestly lower, weighed down by consumer and tech shares in the region. I expect US stocks to open mixed and to weaken into the afternoon, finishing modestly lower.  The Portfolio is 25% net long heading into the day.