Tuesday, February 04, 2025

Wednesday Watch

Around X:

  • @elonmusk
  • @Aesthetica
  • @AnnaRMatson
  • Senator Bill Cassidy just went to the senate floor to disclose the deals he made in exchange for a yes vote on RFK Jr. Read below and let me know if it was worth it. -RFK Jr will have a close working relationship with Cassidy with multiple meetings a month. -Cassidy will help hire for the health agencies. -Kennedy will work with current safety monitoring systems and not establish parallel systems. -Maintain the CDC’s advisory committee on immunization practices recommendations without changes. -CDC will not remove statements on their website pointing out that vaccines do not cause autism. -Will not use “sue and settle” techniques to change policies without Congress. -Kennedy will come in front of the HELP committee on a quarterly basis if requested. -The HELP committee chair may choose a representative for any board or commission formed to review vaccine safety. -A 30 day notice much be given to the committee if the agency seeks to make changes to any of the federal vaccine safety monitoring programs and the committee can review it. -Cassidy will use his authority to rebuff any attempt to remove the public’s access to life saving vaccines without iron clad evidence that says otherwise. -Cassidy will watch for any effort to wrongfully sew confusion about vaccines.
  • @StavologyX
  • @BehizyTweets
  • @BennyJohnson
  • USAID EXPOSED: The Single Largest Criminal Fraud Operation in Human History. The public’s outrage over USAID corruption is now at scale and mainstream. USAID has been fully exposed as a left-wing money laundering criminal organization. Here’s what our researchers were able to find when looking into their expenditures and why President Trump and Elon Musk must shut it down:
  • @WallStreetApes
  • Elon Musk just shared the Biden Admin shifted billions of dollars from helping Americans in need to facilitating illegal immigration. This is how bad it got, a NGO got paid $600 million EVERY 2 MONTHS to facilitate illegal immigration. “I spoke to a gentleman that works in DHS. He actually sends the electronic fund transfers”. LET ME REPEAT: $600,000,000 of US taxpayer money sent to an NGO, EVERY 2-3 MONTHS for illegal migrants. (video)
  • There are no words to describe this, DOGE has found analyzing US Treasury Payments. - The Pentagon spend $600 million a year on sushi. - The IRS is spending $230,000 a month on Starbucks Cinnamon roast K-cups. - $1,280 per little disposable plastic cup used to drink coffee from. “This is a The IRS headquarters building where 92% of the employees are working from home. 92 out of every 100 employees in that office are home, yet they are still spending $230,000 per month on just cinnamon KC cups from Starbucks”. And there is so much more….. (video)
  • @zerohedge
  • @nicksortor
  • #BREAKING: The US Senate’s voicemail system is currently DOWN due to the sheer amount of calls demanding Tulsi Gabbard, RFK Jr, and Kash Patel be confirmed. My Capitol Hill sources tell me they were receiving over 600 CALLS PER MINUTE. KEEP UP THE PRESSURE. WE ARE WINNING! Call your Senator at (202) 224-3121 and DEMAND they vote to confirm!
  • @MilaLovesJoe 
  • @JimFergusonUK
  • @RepNancyMace
  • This is NOT a joke. The NIH and other government agencies have spent $10 MILLION injecting animals with hormones and performing surgeries to mimic gender transitions. Oh, and it gets worse. They’re drugging animals to see how aroused they get. You read that right. Your tax dollars—hard at work.
  • @Sultanknish
  • @rawsalerts
  • @SuePearFL
  • Insane Nexrad pulse activity in the Southeast again. FEB-04-2025. Florida, Georgia, South Carolina. Wonder why Floridians are sick?! Have ringing or clicking in your ears? There’s a ‘microwave effect’ when exposed to prolonged and intense RF pulses. There is NO REASON for the Nexrad's to be operating full blast like this, there is no storm to monitor. THIS IS NOT SAFE ON ANY LEVEL. (video)
  • @AreOhEssEyeEe
  • @CollinRugg
Night Trading 
  • Asian equity indices are -.25% to +1.25% on average.
  • Asia Ex-Japan Investment Grade CDS Index 76.5 +1.25 basis points.
  • China Sovereign CDS 56.0 +.25 basis point.
  • China Iron Ore Spot 105.6 USD/Metric Tonne +.5%
  • Bloomberg Emerging Markets Currency Index 37.1 -.03%.
  • Bloomberg Global Risk-On/Risk Off Index 71.1 +.8%.
  • Volatility Index(VIX) futures 17.9 +.8%.
  • Euro Stoxx 50 futures -.34%.
  • S&P 500 futures -.30%.
  • NASDAQ 100 futures -.40%.  
Morning Preview Links

BOTTOM LINE: Asian indices are mostly higher, boosted by technology and commodity shares in the region. I expect US stocks to open modestly lower and to rally into the afternoon, finishing mixed.  The Portfolio is 75% net long heading into the day.

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