Wednesday Watch

Around X:

• @elonmusk   

• DOGE SAVINGS TOP $110 BILLION—$700 BACK PER TAXPAYER. @DOGE is delivering real results, slashing $110 billion in wasteful spending—putting over $700 back in the pocket of every taxpayer. (video)
• BREAKING: Vice President J.D. Vance: “Raiding homes over insults online is Orwellian, and everyone in Europe and the U.S. must reject this lunacy." 100.
• You can use Grok in the 𝕏 app, download the dedicated Grok app or go directly to the Grok website. The latest functionality will be on the Grok website, as that does not require approval from Apple or Android, which can add up to a week of delay. (video)

• @libsoftiktok

• JUST IN: RFK Jr. to investigate rising chronic disease: - Ultra-processed food - Electromagnetic radiation - Childhood vaccine schedule - Glyphosate & pesticides - Artificial food additives - SSRIs & antidepressants - Microplastics & more. (video)

• @pepesgrandma

• Breaking! A whistleblower came forward early during the first Trump admin. Refugees were flown in at night and given SOCIAL SECURITY NUMBERS and PASSPORTS and were completely non-vetted. Staffers were then told to push them onto social security disability all while Americans were being denied! This is why there are so many Social Security numbers in use, this has been going on for a very long time. If you have a social security number, it also makes voting a whole lot more easier too!

• @BehizyTweets

• HOLY COW!!! The Democrat Leader in the Arizona Senate admitted live on air that they want to use noncitizens to cheat in elections. Chair: "You want noncitizens to be counted in terms of determining the representation for elected officials here at the Capitol... I assume the US Capitol as well. Is that incorrect?" -
  @JakeHoffmanAZ (R). "It is absolutely correct." - Priya Sundareshan (D). Hoffman: "Let the record reflect then that you just said it was correct that you want noncitizens to be counted." Sundareshan: "YEAH! (video)

• @MelgibsonQ

• Bill Clinton’s annual salary as President: $200,000. His net worth before office: $1.5 MILLION. His net worth now: $241.5 MILLION. Should DOGE investigate?

• @WallStreetApes

• LISTEN UP American Taxpayers. Former Federal Worker gives an inside look at Federal Workers. “When I was hired, my boss bragged that it was basically impossible to get fired from the federal government.And that in her entire time working for the government, she'd only seen one person fired”. “When I worked for the government, we were allowed to work 50% in the office and 50% from home, for the most part. In some cases, if you'd worked there, like, I think over 10 years or something, you could actually work from home three days a week and work from the office two days a week”.

• @BGatesIsaPsycho

• “Federal Law allows for Weather Modification experiments, involving the use of Human Subjects, for the testing of chemical & biological agents”. “The US Government has given itself approval - it’s not a Conspiracy Theory”. Listen to Dr. Jane Ruby quoting US Legislation - your Government hates you. (video)

• @VigilantFox

• Dr. Deborah Birx Makes Two Shocking COVID Admissions. The “conspiracy theorists” were right again. (thread)
• HOLY SMOKES: Piers Morgan links SSRIs and antidepressants to mass shootings. “There’s a direct correlation.” Morgan made these comments just before announcing he is “in favor of RFK trying to pull America away from its addiction to mind-bending drugs.” “You have millions of young people who are taking completely unnecessary mind-bending drugs for things like anxiety, depression, often self-diagnosed. And guess what happens? (video)

• @ValerieAnne1970

• The Pesticide Atrazine Causes Male Feminization. Male Frogs Turned Completely Female When Exposed To Only 0.1 - 2 ppb Atrazine. The EPA Allows 3 ppb In Our Drinking Water. In Europe, The Legal Limit Of Atrazine In Drinking Water Is ZERO! Atrazine is the 2nd most used Herbicide in North America, 2nd only to Glyphosate. 85 million pounds are sprayed on crops annually, then entering drinking water. Despite it being banned by 40 other countries for dangerous health outcomes from exposure. Chronic Health Conditions Caused By Atrazine To Both Men & Women: (video)

• @DC_Draino

• This woman needs to be investigated for fraud. She paid social security benefits to more than 16 million people listed as being over 110 years old. Who were these payments *actually* going to? Connected insiders?

• @KanekoaTheGreat

• CNN: Donald Trump's approval rating among Republicans is 99 points higher than Mitch McConnell’s. Trump +82. McConnell -17. "McConnell is far, far, far more underwater than any GOP leader in the last 40 years." Turns out, being an anti-Trump Republican is one of the most unpopular positions in politics. Who could have seen this coming? (video)

• @TonySeruga

• Anti-Deportation, BLM-Knee-Taking Sheriff Who FAKED Trump Assassination Announces California Governor Campaign… As a REPUBLICAN!?

• @themarketswork

• 395 million social security numbers in the database versus 335 million citizens. More than 20 million over age of 100. More than 15 million over age of 110. Fraud, potentially at massive levels. But also huge implications for our elections. Easily fixed. But it wasn’t.

• @ElinLovisaaaa

• Forty years after the Swedish parliament unanimously decided to change the formerly homogenous Sweden into a multicultural country, violent crime has increased by 300% and rapes by 1,472%. Sweden is now the rape capital of the West.

Night Trading 

• Asian equity indices are -.25% to +.5% on average.

• Asia Ex-Japan Investment Grade CDS Index 66.25 -.75 basis point.

• China Sovereign CDS 42.5 -1.5 basis points.
  
• China Iron Ore Spot 106.9 USD/Metric Tonne +.13%

• Bloomberg Emerging Markets Currency Index 37.3 -.04%.
• Bloomberg Global Risk-On/Risk Off Index 77.7 +.01%.
• Volatility Index(VIX) futures 17.1 -.44%.
• Euro Stoxx 50 futures -.13%.

• S&P 500 futures +.11%.

• NASDAQ 100 futures +.17%.  

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.