BETWEEN THE HEDGES: Monday Watch

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.

BETWEEN THE HEDGES

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Sunday, March 30, 2025

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