BETWEEN THE HEDGES: March 2025

Monday, March 31, 2025

Tuesday Watch

Posted by Gary .....at 9:18 PM

Around X:

@elonmusk

@realDonaldTrump.
President Trump on Elon Musk & DOGE: "I think Elon is amazing but I also think he got a big company to run, so at some point he's going to be going back. He's a very talented guy. He's very smart and has done a good job. DOGE found numbers that nobody can even believe like 400 billion. It could be close to a trillion dollars by the time they end. He's led the charge. These are high IQ people. They have done a great job. At some point, Elon's going to want to go back to his company, I will say despite the way he's treated, he's a great patriot." (video)
@elonmusk is right: Republicans must vote in every election like the future of Western Civilization is on the line…because it is! It does. (video)
Marine Le Pen in France, Bolsonaro in Brazil, Imran Khan in Pakistan, Matteo Salvini in Italy, Donald Trump in America, Calin Georgescu in Romania. The criminal prosecution of every populist challenger is a dagger in the heart of the credibility of democracy. When the radical left can’t win via democratic vote, they abuse the legal system to jail their opponents. This is their standard playbook throughout the world.

@Liz_Wheeler

Judge Boasberg sentenced Ray Epps. Ray Epps, who is on tape telling people to “go into the Capitol” on Jan. 6th. Ray Epps, who was on the FBI’s most wanted list after J6, only to be mysteriously removed for no reason. (We KNOW the reason.) Ray Epps, who wasn’t arrested or charged or sentenced… for years. While others who merely walked on Capitol grounds were raided, handcuffed, imprisoned, & branded as terrorists. Ray Epps, who, when he was *finally* charged… faced one measly charge of disorderly conduct. And never faced a day in prison. Not one. He was given a quiet slap on the wrist & let go with a year probation. He didn’t even get a scolding from the judge who let him go. That judge? Boasberg.

@OcrazioCornPop

BREAKING: Since 2021, 5.5 MILLION Illegal Aliens Have Acquired U.S. Social Security Numbers, 1.3 MILLION of these Illegal Aliens are ALREADY on Medicaid. Some of these Illegal Aliens are Registed to Vote and some ALREADY HAVE Voted in U.S. Elections. They have been referred to Homeland Security Investigation Service for Prosecution. (video)

@kylenabecker

"The thing that actually has the Democrats losing their minds, by far—the real reason for these attacks and the sort of burning of the cars and everything, is that we're going to turn off the payments to illegals." "Because, yeah, I mean, it's simply not right..." "It's all very real. I think it’s the biggest voter fraud scheme in history. And if it hadn’t been interrupted, it would have succeeded." (video)

@MarioNawful

TRUMP SAYS WISCONSIN MUST PASS VOTER ID REFERENDUM AND ELECT BRAD SCHIMEL—EVERYONE SHOULD GET OUT AND VOTE! "WISCONSIN: There is a very important Referendum (Question 1) on the April 1st Ballot to amend the State Constitution to require VOTER ID. This, and other Election Integrity measures, including banning Drop Boxes and Same Day Voting with Paper Ballots, can only happen if you GET OUT AND VOTE! (pic)

@WallStreetApes

Elon Musk believes that YES, prominent Democrats like Maxine Waters, Adam Schiff and Chuck Schumer have received USAID money funneled through NGOs “There is a massive amount of corruption — So they'll send the money overseas to one NGO, then it'll go through a bunch of them, and then I'm highly confident that a bunch of that money then comes back to the United States and lands in the pockets of the people you just mentioned.” “So what happens is there's money that, obviously it's your taxpayer money, that is then sent to various government organizations who then send it to, to NGOs, which, which an NGO is a non-governmental organization. (video)
X was going to be banned in America if Democrats won the 2024 election. USAID trained the Brazil Supreme Court judge who “in the censorship court seized X, shut down X and that seized Starlink's assets — This is our USAID network doing the training”. America was 100% next.

@DC_Draino

Pretty crazy how Biden and his FBI said the greatest threat to America were “MAGA extremists”. Then we had 4 years of zero incidents except a protest against a stolen election. Now we have Tesla & GOP firebombing every week by Democrats. And the media barely talks about it. (pic)

@nicksortor

JUST IN: Elon Musk announces he and DOGE are investigating HOW members of Congress are getting obscenely wealthy on their government salaries. Heads are about to ROLL! “How'd they get $20 million if they're earning $200,000 a year? Nobody can explain that. We're gonna try to figure it out, and certainly stop it from happening.” (video)

@Humanspective

Pfizer knew lymphocytes would be suppressed or destroyed with 100mcg of mRNA, key cells that protect your body against cancer and pathogens. (video)

@alx

President Trump on Marine Le Pen being banned from running for office: “That's a big deal... a lot of people thought she wasn't going to be convicted of anything... that sounds very much like this country.” (video)

@BGatesIsaPsycho

Greenville, South Carolina. The Fires in SC are now the largest & most severe in the States history. They’ll try blaming it on Climate Change when it’s obviously not.

@Susancrabtree

EXCLUSIVE AND BREAKING: SECRET SERVICE ACCUSED OF FAILING TO RESPOND TO 'INSIDER-THREAT' COMPLAINTS. AGENCY HIRED APPLICANT WHO FAILED TERRORISM SECTION OF POLYGRAPH TEST AND NOW ALLOWS HIM TO EVALUATE OTHERS' SECURITY CLEARANCES, WHISTLEBLOWER ALLEGES.

@EYakoby

BREAKING: Yale Law School has terminated Helyeh Doutaghi, over her ties to Samidoun, a designated terrorist group. The fact that Yale employed a terrorist is absolutely insane.

@MAGAVoice

HOLY SH*T! Karoline Leavitt brings a chart and shuts down Fake News Media with Tariff Facts: - 700% tariff from Japan on rice - 50% tariff from the EU on American dairy - 100% tariff from India on agricultural products. WE COME WITH RECEIPTS. (video)

@pepesgrandma

Norm Eisen said his good friend Supreme Court Justice John Roberts was not corrupt and that John went to the Czech Republic for a week so that they could spend time working on American rule of law issues together. John should resign or recuse himself from all of the lawsuit cases that Norm and his partners have filed that are working their way to the SC. Talk about a conflict of interest. Wow! Norm Eisen is great friends with Supreme Court Justice John Roberts! Roberts even stayed with Eisen in Czechoslovakia! Roberts shouldn’t be hearing any of these Trump cases. We know they are all Eisen lawfare!

@AmyMek

Breaking Texas - Action Alert! Yasir Qadhi Responds – And Lets Texas Know: The Islamization of America Is “UNSTOPPABLE”. During what is supposed to be one of the holiest, most reflective periods in Islam—Ramadan—EPIC’s Yasir Qadhi took the stage not for peace, not for prayer, but to deliver what seems to be a political declaration of war. And his timing is no accident. (video)

Night Trading

Asian equity indices are -.25% to +.75% on average.

Asia Ex-Japan Investment Grade CDS Index 78.75 + basis point.

China Sovereign CDS 51.0 + basis points.
China Iron Ore Spot 101.0 USD/Metric Tonne +.1%

Bloomberg Emerging Markets Currency Index 36.8 unch.
Bloomberg Global Risk-On/Risk Off Index 69.2 +.1%.
Volatility Index(VIX) futures 21.3 +2.3%.
Euro Stoxx 50 futures +.23%.

S&P 500 futures -.44%.

NASDAQ 100 futures -.58%.

Morning Preview Links

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

Stocks Reversing Slightly Higher into Final Hour on Lower Long-Term Rates, Quarter-End Short-Covering, Technical Buying, Energy/Consumer Discretionary Sector Strength

Posted by Gary .....at 3:28 PM

Economic Gauges:

Bloomberg Emerging Markets Currency Index 36.8 +.2%
3-Month T-Bill Yield 4.30% +1.0 basis point

China Iron Ore Spot 101.3 USD/Metric Tonne +.3%
Dutch TTF Nat Gas(European benchmark) 40.7 euros/megawatt-hour -.4%

Citi US Economic Surprise Index -4.4 -1.3 points

Citi Eurozone Economic Surprise Index 18.4 -.7 point

Citi Emerging Markets Economic Surprise Index 8.0 +1.4 points
S&P 500 Current Quarter EPS Growth Rate YoY(16 of 500 reporting) +8.4% unch.
S&P 500 Blended Forward 12 Months Mean EPS Estimate 278.37 +.28: Growth Rate +13.4% +.4 percentage point, P/E 20.0 -.2
S&P 500 Current Year Estimated Profit Margin 13.57% +1.0 basis point
NYSE FANG+ Current Quarter EPS Growth Rate YoY(0 of 10 reporting) n/a
NYSE FANG+ Blended Forward 12 Months Mean EPS Estimate 418.27 +.49: Growth Rate +21.0% +.2 percentage point, P/E 27.2 -.6
Bloomberg US Financial Conditions Index .09 -22.0 basis points
Bloomberg Euro-Zone Financial Conditions Index 1.37 -5.0 basis points
US Yield Curve 32.75 basis points (2s/10s) -1.0 basis point
US Atlanta Fed GDPNow Q1 Forecast -2.8% unch.
US Recession Within 6 Months Probability(3M/18M Forward Yld Curve Spread) 35.9% unch.

Cleveland Fed Inflation Nowcast Core PCE YoY +2.68% unch.: CPI YoY +2.47% unch.
10-Year TIPS Spread 2.40 +3.0 basis points
Highest target rate probability for June 18th FOMC meeting: 64.4% (-.5 percentage point) chance of 4.5%-4.25%. Highest target rate probability for July 30th meeting: 41.9%(+1.2 percentage points) chance of 4.0%-4.25%. (current target rate is 4.25-4.5%)

Overseas Futures:

Nikkei 225 Futures: Indicating +532 open in Japan
China A50 Futures: Indicating +8 open in China

DAX Futures: Indicating +344 open in Germany

Portfolio:

Higher: On gains in my utility/consumer discretionary/industrial sector longs, emerging market shorts and index hedges
Disclosed Trades: Covered some of my (IWM)/(QQQ) hedges
Market Exposure: Moved to 50% Net Long

Bear Radar

Posted by Gary .....at 2:37 PM

Style Underperformer:

Small-Cap Growth -.9%

Sector Underperformers:

1) Airlines -2.4% 2) Biotech -2.2% 3) Electric Vehiciles -2.0%

Stocks Falling on Unusual Volume:

LULU, RWAY, CGBD, ICLR, ZS, CRNX, PHH, TRIN, RBRK, MRUS, BNTX, RNA, DNLI, CRSP, MRNA, EXTR, PTCT, RKT, SRPT, MNRO, BLFS, BHVN, QURE, BEAM, VERA, IIPR and PCVX

Stocks With Unusual Put Option Activity:

1) FND 2) TRMB 3) HES 4) UAA 5) IYR

Stocks With Most Negative News Mentions:

1) SRPT 2) MRNA 3) ATNM 4) MULN 5) NVAX

Sector ETFs With Most Negative Money Flow:

1) FXD 2) IGV 3) PPA 4) XLV 5) XRT

Charts:

Bull Radar

Posted by Gary .....at 2:25 PM

Style Outperformer:

Large-Cap Value +.5%

Sector Outperformers:

1) Energy +1.1% 2) Medical Equipment +1.1% 3) Insurance +1.1%

Stocks Rising on Unusual Volume:

CORT, COOP, DFS, CELH, MLYS, LYV, AVO, HMY, PARA, AIG, DRD, OMC and DLTR

Stocks With Unusual Call Option Activity:

1) UMC 2) MCHI 3) XLC 4) XLI 5) KVUE

Stocks With Most Positive News Mentions:

1) VASO 2) BLUE 3) CTOR 4) CORT 5) DFS

Sector ETFs With Most Positive Money Flow:

1) FXU 2) IFRA 3) XLU 4) VGT 5) XLK

Charts:

Tomorrow's Earnings/Economic Releases of Note; Market Movers

Posted by Gary .....at 2:09 PM

Earnings of Note
Company/Estimate

Before the Open:

None of note

After the Close:

(NCNO)/.19

Economic Releases

10:00 am EST

Construction Spending MoM for Feb. is estimated to rise +.3% versus a -.2% decline in Jan.
JOLTS Job Openings for Feb. is estimated to fall to 7652K versus 7740K in Jan.
ISM Manufacturing for March is estimated to fall to 49.5 versus 50.3 in Feb.
ISM Prices Paid for March is estimated to rise to 64.6 versus 62.4 in Feb.

Afternoon

Total Vehicle Sales for March is estimated to rise to 16.2M versus 16.0M in February.

Upcoming Splits

None of note

Other Potential Market Movers

The Fed's Barkin speaking, Atlanta Fed GDPNow Q1 update, IBD/TIPP Economic Optimism Index for April, weekly US retail sales reports and the Dallas Fed Services Revenues for March could also impact global trading tomorrow.

US Equity Market Hours

9:30 am - 4:00 pm EST

Mid-Day Market Internals

Posted by Gary .....at 12:37 PM

NYSE Composite Index:

Volume Running +6.5% Above 100-Day Average
Nasdaq/NYSE Volume Ratio 12.8 -7.0
4 Sectors Declining, 7 Sectors Rising
23.1% of Issues Advancing, 74.6% Declining
TRIN/Arms .80 -51.8%
Non-Block Money Flow -$104.3M
39 New 52-Week Highs, 133 New Lows
34.4% (-4.2%) of Issues Above 200-day Moving Average
Average 14-Day RSI 41.3 -9.3

Other:

Bloomberg Global Risk-On/Risk-Off Index 68.2 -4.3%
Bloomberg Cyclicals/Defensives Index 231.4 -1.0%
Russell 1000: Growth/Value 19,089.4 -1.4%
CNN Fear & Greed Index 20.0 (EXTREME FEAR) -1.0
1-Day Vix 19.1 -24.7%
Vix 22.4 +3.7%
Total Put/Call .99 -2.0%

Sunday, March 30, 2025

Monday Watch

Posted by Gary .....at 8:54 PM

Today's Headlines

Bloomberg:

Zero Hedge:

Wall Street Journal:

A Bill to Stop Nationwide Injunctions. My legislation would curb judicial policymaking and politicization of courts.
Trump Team Weighs Broader, Higher Tariffs.
What Retirement Before Age 55 Looks Like in America.
France’s Political Order Braces for Shock if Le Pen Is Banned From Elections.
Home Buyers Start to Come Off Sidelines Even as Rates, Prices Stay Stuck.
The AI Data-Center Boom Is Coming to Rural America.
Peace Poses a Threat for Russia’s Economy.
Humanoid Robots Are Lousy Co-Workers. China Wants to Be First to Change That.
Copper Is 2025’s Hottest Commodity.
When a Multimillion-Dollar Home Comes With Its Very Own Squatter.

Barron's:

Had bullish commentary on (CARR).

CNBC:

MarketWatch.com:

Stocks are on pace for their worst month since 2022. Could April bring buying opportunities?

NewsMax:

Fox News:

TheGatewayPundit.com:

The Epoch Times:

Around X:

@elonmusk

Vote for Superjudge Brad Schimel in Wisconsin on Tuesday!! The Republican House majority is razor thin and the Democrats want to redraw Wisconsin districts to flip the House and stop the government reforms. Super important to vote for Superjudge!!
Even more important than the Wisconsin Supreme Court race is the ballot initiative to add voter ID to the state constitution, which will ensure integrity in elections. Both are decided on April 1st. Very important to vote and encourage anyone you know in Wisconsin to vote!
This is who Brad Schimel is running against. The lady has zero regrets over sentencing a child mol*ster to just 4 years in prison. Wisconsin has a chance to vote for CHANGE and should do so! GET OUT AND VOTE WISCONSIN!!! Yes. (video)
All the horrible things that you’re seeing in England, just know we are one election away from having that happen. 2024 was a reprieve, but if we don’t continue to fight and go vote like if you’re in Wisconsin, for instance or in Florida— that is coming here next time we lose. 100%.

@LauraLoomer

How come this information I exposed has still not been used by any of President Trump’s lawyers for the sake of getting Boasberg to recuse himself? This is grounds for recusal. My focus is on helping President Trump and combating this judicial coup. I am getting very concerned.
Adding more insult to injury, not only did @SenTomCotton Tom Cotton hire Trump hater @BillKristol’s son @JoeKristol to be his legislative director during the first Trump admin, but guess where Joe is now currently working, while his father, a huge Trump hater, is making a public push for Tom Cotton to replace @PeteHegseth as DOD Secretary? Joe Kristol works for Elliott Investment Management LP. Elliott Investment Management was founded by notorious billionaire Trump hater Paul Singer, who is the current President of EIM, out of Palm Beach, Florida. Paul Singer is the same billionaire who funded Fusion GPS in 2015 to piece together the infamous Steele Dossier, which was used in the Russia Collusion Hoax to undermine and stage a coup against President Trump. According to FEC records I found, Paul Singer has donated to Tom Cotton.
When the @RobertKennedyJr stuff drops, just remember who was the first person to warn the Trump admin about Jessica Reed Kraus secretly collecting information on Kennedy, his wife, and members of the Trump family, including secretly filming @DonaldJTrumpJr’s own kids. Over a month ago I posted about this when @houseinhabit was attacking me. I alerted 2 Trump advisors about this during the campaign too when I saw her bringing her cameras around the Trump family and when she was taking pics of members of the Trump family on a private yacht in their bathing suits… and then monetizing her content. My concern was brushed off during the campaign. Now, she has a White House press pass and is at the center of an alleged blackmail scandal. (pic)
EXCLUSIVE: I have identified another Biden holdover who still hasn’t been fired by the Trump admin. @MProestou Maria Proestou is the Deputy Assistant Secretary of the Navy ! According to her social media, she is an Obama and Biden loyalist, and a massive Trump hater. She should be nowhere near the Pentagon. Why are Biden holdovers still working in senior positions at the DOD? No wonder why there are so many leaks to the media. FIRE HER! (pic)

@JimFergusonUK

EXPOSED: GLOBALIST MARK CARNEY ACCUSED OF PLAGIARISM AT OXFORD. The man groomed by the WEF… The architect of Canada’s Net Zero nightmare… Now caught in an academic scandal that could bring his house of cards crashing down. According to academic investigators, Mark Carney’s 1995 Oxford thesis shows at least 10 instances of plagiarism — including copy-pasted passages from major economists WITHOUT citation.
BREAKING: ITALY BREAKS RANKS WITH EU — MELONI BACKS U.S. ALLIANCE As the divide between Washington and Brussels WIDENS, Italian PM Giorgia Meloni just dropped a geopolitical bombshell: “We must prioritize our partnership with the United States.” Italy has had enough of EU indecision. Enough of blind obedience to unelected bureaucrats in Brussels. The EU is NOT a united actor.

@MarioNawfal

PANAMA PORT DEAL DELAYED AS CHINA MOVES TO BLOCK BLACKROCK PURCHASE. CK Hutchison will not sign its $19B deal to sell 2 Panama Canal ports to a BlackRock-led group next week—after China launched an antitrust review to halt the sale. The ports, critical chokepoints for global trade, were praised by Trump as key to pushing back Chinese influence in the Western Hemisphere. Beijing is furious. State media slammed the deal as a betrayal, and Chinese regulators are now pressuring billionaire Li Ka-shing to abandon the sale altogether.

@WallStreetApes

Telsa protestors with HUGE signs openly calling for everyone to “Burn a Tesla, Save Democracy”. Where is the FBI? Where is the DOJ? We know Democrats are PAYING FOR protestors with their NGO laundered money and Democrat donors. This is Domestic Terrorism. (video)

@wideawake_media

"It is literally a prison planet." Ex-Blackrock portfolio manager Ed Dowd explains why CBDCs absolutely cannot be allowed to get off the ground. "Once the central bank digital currency is linked to all your credit cards and bank accounts, then social controls can be implemented. If you're a dissenter like me, talking about truth, they shut you down." (video)

@RealDrJaneRuby

No one, and I mean no one, no government, no corporation, no nut job climate freaks have the right to dim the sun from which all life thrives. I used to think the mRNA bioweapon shots were the most imminent danger but now I believe the atmosphere crimes will probably be the game changer that wakes everyone up, and gets enough people involved to stop it in ways you haven't even yet thought of. This is an immediate and direct threat to everything on our planet… Our very survival.

@StephenM

The fundamental error in how immigration is being discussed in the courts and media is pretending that what happened to us over the last four years is a routine civil enforcement matter. NO. We were invaded and occupied. Entire neighborhoods were conquered. Entire towns were subjugated. Our treasury was in the plundered. Our democracy was torn apart piece by piece. A national referendum was held on whether to surrender to the invasion or repel it. America voted for liberation.
There are 677 local district judges. Under current procedure, the president needs unanimous consent from all 677 to implement a major decision. If just 1 communist out of 677 unelected judges disagrees, the action is frozen. Nationwide. That is not democracy. That is tyranny.

@OcrazioCornPop

NATIONAL SECURITY CRISIS: The U.S. now faces a National Security Emergency with Dominion Voting Systems, a company founded and headquartered in Toronto, Canada, providing a significant portion of U.S. election technology. Ontario’s Premier Doug Ford has openly threatened to inflict "as much pain as possible" on Americans and even promised to cut off electricity to states like Michigan and New York—acts of war from a leader with clear motive to inflict as much pain as possible on Trump and his allies. Dominion’s software, already flagged for vulnerabilities by experts, originates from a hostile region. How can we trust our elections to such an aggressive and adversarial regime? The risk to our democratic elections is unacceptable. I’m calling for President Trump and Marco Rubio to immediately halt all use of Dominion voting machines under a National Security Emergency.

@KevinnBass

The big lie that started it all. When Trump questioned the orchestrated misinformation campaign about COVID's mortality rate, the media fought back, relentlessly ridiculing him. He was right. They were wrong. The stakes were enormous but the truth meant nothing to them. Watch. (video)

@BGatesIsaPsycho

31 Different American States are all passing Legislation to stop this absolute insanity!! (video)
3D Graphine Oxide Nanoparticles for Cloud Seeding Patent US 2022/0002159 A1. Remember it’s just a Conspiracy Folks. (pic)

@RepJamesCorner

NPR told you Adam Schiff had evidence of Russia Collusion. NPR told you COVID coming from a China lab was a racist conspiracy theory. NPR told you the Biden family never received millions from foreign adversaries. Why should taxpayers be funding this left-wing propaganda? (video)

@Catturd2

BREAKING NEWS. The British Sentencing Council has decided that starting Tuesday, white men will be sentenced to longer prison sentences than women and ethnic minorities. UK has fallen. This is a government we want to protect and be friends with? No. The UK should no longer be considered an ally.

@JohnLeFevre

Headline: DOGE is slashing medical research funding. Reality: After you eliminate the bureaucratic and administrative skimming and kickbacks, actual medical research funding goes up. Headline: Social Security, Medicare, and Medicaid benefits are being taken away. Realty: Benefits and services to intended recipients go up after the elimination of waste, fraud, and abuse. Rinse and repeat this theme across the entire government to the tune of trillions of dollars in savings and efficiencies. Any person who opposes DOGE at this point is dishonest, stupid, or mad because they are in on the grift.

@EYakoby

BREAKING: The new president of Columbia University called the Congressional hearings on antisemitism "nonsense" and that the suspended student groups responsible for taking over buildings and canceling classes should be reinstated. Columbia is truly a lost cause at this point.

@DerrickEvans4WV

BREAKING: Zelensky has rejected Trump’s proposal—no minerals deal, no recognition of U.S. aid as debt, & no direct talks with Putin. He rejects diplomacy, refuses debt, & sits on valuable resources while begging for more money from U.S. taxpayer.

@amuse

ASSASSINATION? A failed assassination attempt has targeted Russian President Vladimir Putin. One of the presidential limousines exploded near the FSB headquarters in Moscow. Ukrainian involvement is suspected, though official confirmation remains pending. (video)

@karma44921039

USAID paid Time magazine $4 million to name Zelensky “Person of the Year”. Bribing the media to brainwash Americans with their own taxes… What an embarrassment. (video)

@bespokeinvest

University of Michigan Consumer Sentiment Expectations: Democrats: 27.9. Republicans: 98.2. (graph)

@IanJaeger29

BREAKING: A bill will be voted on this week in the House to require proof of citizenship to vote in Federal elections. Pay attention to who votes against this.

@LaraLogan

CHINA IS IN A POSITION TO DICTATE THAT WE USE THEIR OPERATING SYSTEM FOR SHIPPING…We sit down with global supply chain expert Ross Kennedy to expose how the CCP manipulates maritime shipping to jeopardize our national security—and what the new administration is doing to counter this threat.
@maphumanintent. (video)

@_NewsBarron

When Elon Musk heard about 7-year-old Lily Thompson, a girl battling a rare neurological disorder that left her unable to walk, speak, or even breathe without assistance. She was facing astronomical costs and fading hope, Lily’s family received an unexpected lifeline when Musk personally pledged to cover every penny of her care, including a pioneering surgery that could restore her chance at a normal childhood.

Night Trading

Asian indices are -2.0% to -1.0% on average.
Asia Ex-Japan Investment Grade CDS Index 80.0 +1.25 basis points.
China Sovereign CDS 51.5 +.5 basis point.
China Iron Ore Spot 101.8 USD/Metric Tonne -.5%.
Bloomberg Emerging Markets Currency Index 36.8 unch.
Bloomberg Global Risk-On/Risk Off Index 68.2 -4.2%.
Volatility Index(VIX) futures 22.0 +4.6%.
Euro Stoxx 50 futures n/a.
S&P 500 futures -.57%.
NASDAQ 100 futures -1.04%.

Morning Preview Links

BOTTOM LINE: Asian indices are lower, weighed down by technology and consumer discretionary shares in the region. I expect US stocks to open modestly lower and to maintain losses into the afternoon. The Portfolio is 25% net long heading into the week.

Saturday, March 29, 2025

Today's Headlines

Posted by Gary .....at 11:28 AM

Bloomberg:

Zerohedge:

WSJ.com:

Trump Wants a Calm Middle East. He wants the region to pump fuel and buy our goods—not entangle the U.S. in more wars.
How a New Axis Called CRINK Is Working Against America.
Uber, DoorDash Want ‘No Tax on Tips’ to Include Their Drivers.
The Drone-Delivery Service Beating Amazon to Your Front Door.
Everyone’s Talking About AI Agents. Barely Anyone Knows What They Are.
Economic Growth Now Depends on Electricity, Not Oil.
A Secret Mortgage Blacklist Is Leaving Homeowners Stuck With Unsellable Condos.
‘Would you post your DNA on Facebook?’ Why I’d never use 23andMe or any other DNA testing service.

CNBC:

MarketWatch.com:

NewsMax:

VP Vance Says Denmark Underinvests in Greenland as Trump Pushes Takeover.

Fox News:

TheGatewayPundit.com:

Epoch Times:

Around X:

@elonmusk

@SecKennedy’s cuts at HHS send a clear message: Less power to administrators. More power to scientists and doctors. Wow. (graph)

@LauraLoomer

Many people are wondering why there are calls to fire @PeteHegseth but no calls to fire @MikeWaltz47. There is an active OPP taking place, and it involves Chinese Alex Wong and Senator Tom Cotton, who has been plotting to take @PeteHegseth’s job. Tom Cotton has been gunning for a role in the Trump admin for a long time and if you recall, the mainstream media ran an entire shadow influence campaign to pitch Cotton as DOD Secretary before the 2024 election. Alex Wong is not only Mike Waltz’s Deputy National Security Advisor, but he also served as the Foreign policy advisor for Tom Cotton from 2015-2017. It was Tom Cotton who referred Wong to Waltz. (pic)

@catturd2

REPORT: Arkansas has officially made Ivermectin an over the counter medication. This should be every state.

@kylenabecker

BREAKING: Missouri Senator @Eric_Schmitt is demanding a major investigation into how Judge Boasberg 'magically' got FOUR high-profile Trump cases within days of each other. Federal court cases are supposed to be assigned randomly to judges. The odds of a TDS activist judge getting four major Trump cases is "statistically impossible." Judge Boasberg is clearly a Democratic Party operative. If these rogue judges aren't stopped, it could bring about a 'constitutional crisis.'

@BGatesIsaPsycho

Nobody in their right minds would take another mRNA Vaccine again - so Bill Gates & Co. will force you to acquire it via other means - fresh produce, meat & vaccinated fish. (video)
“If this spraying is real - it’s going to get to the ground, so I conducted air sampling, soil sampling & I was getting high levels of these contaminants” Listen to Former US Military Engineer turned Chemtrail Whistle Blower. (video)

@MJTruthUltra

RFK Jr Issues Dire Warning to Americans: If we continue on this trajectory, in 15 Years, 100% of all Tax Collected will be used to Service Healthcare Debt • It’s not a mystery where diabetes is coming from — 20 years ago there was no diabetes in China. Today, 50% of the population is diabetic. —— What changed? They built 20k+ fast food joints and started selling American processed food. (video)
The Importance of Cinnamon and Garlic — And what they’re not Telling you about the Measles Vaccines. (video)

@WallStreetApes

WOAH! Former Director of the CIA John Brennan “issued the Visas to 15 of the 19 September 11 hijackers”. AGAIN: 15 out of the 19 Visas issued to the 9/11 hijackers were issued by the man who would become Director of the CIA - John Brennan was the CIA daily intelligence briefer for President Bill Clinton - In 1996, he was CIA station chief in Riyadh, Saudi Arabia - John Brennan issued passports to 9/11 hijackers - John Brennan becomes Director of the CIA What are the odds?? (video)

@JimFergusonUK

BREAKING: TRUMP STRIKES BACK — ENDS BILLIONS IN TAXPAYER CASH TO BILL GATES' VACCINE EMPIRE. President Trump has officially cut off U.S. funding to GAVI — the vaccine organization founded and funded by Bill Gates. For years, billions in American taxpayer dollars have flowed into this globalist-controlled medical regime. Now — the tap has been shut off.

@matt_vanswol

#BREAKING: Absolutely HORRIFYING footage is emerging from the Table Rock Fire overnight that is spreading into Western North Carolina today. (video)

@HealthRanger

Many action items here to STOP geoengineering!

@truckdriverpleb

HECKLER at Mark Carney goes NUCLEAR on Canada's new unelected Prime Minister. "How many kids did you molest with Jeffrey Epstein" Wow! (video)

@glennbeck

The tape alleging that LBJ ordered JFK's assassination appears to be REAL. I invited the tape's owner, @shanestevenstx, to confirm that the digital recording he gave to Alex Jones back in January matches the original tape. So, for the first time, he played the chilling confession from the original source live in the studio. (video)

OpenVAERS:

VAERS US COVID Vaccine Adverse Event Reports. 1,024,000 Reports(+751 from prior report) Through February 28th, 2025.

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.

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