Tuesday Watch

Around X:

• @elonmusk

• That is the fundamental question. Why did the federal judiciary turn a blind eye to the importation of millions of illegals, but now is apoplectic over any action to remove them? How is this anything other than extremely partisan politics masquerading as jurisprudence? (pic)
• Shocking as it may seem that DC bureaucrats gave SBA loans to infants, it shouldn’t be—considering that this kind of fraud becomes increasingly inevitable when a government simply becomes too big to be held accountable. That’s why the
  @DOGE effort must culminate in a permanent restructuring of how, where, and to what degree the federal government may spend our money. (video) 
• @SecretaryBurgum announces $830 million in savings at @Interior by cutting contracts for useless surveys. (video)

• @DC_Draino

• It is not a coincidence that just as Trump & Elon started disassembling the USAID money laundering machine, we now see organized violence against Tesla across the US. USAID funded Deep State regime overthrow operations across the world. Now they’re using those same funds & tactics to try and stop the Trump admin from cutting them off. Start arresting the culprits.

• @MarioNawful

• ACTIVIST JUDGES SILENT AS MILLIONS ENTERED THE U.S. ILLEGALLY—BUT GO CRAZY WHEN TRUMP TRIES TO REMOVE THEM. The federal judiciary turned a blind eye as millions of illegals flooded the country—citing “executive discretion” and refusing to intervene. But the moment Trump acts to enforce the law and remove them, the same judges scream “unconstitutional” and block every move. Why? It’s simple: mass importation helps Democrats. Deportation? It threatens their plan. This isn’t law—it’s partisan politics in a robe. 100.

• @WarClandestine

• The more I read the JFK files, the more I’m convinced that 2020 was an organized regime-change operation, by the CIA and their subsidiaries. The release of C19 was economic sabotage via biological agent, just like Project Mongoose. It destroyed Trump’s economy, and gave the Deep State a platform to launch their full-scale propaganda campaign to oust Trump in the election. The failing economy, loss of jobs, shutdowns, etc., were all blamed on Trump, and it worked.

• @LeadingReport

• BREAKING: Missouri is moving quickly to seize Chinese-owned farmland and other assets in a bid to collect its landmark $24 billion civil judgment against Beijing for harm caused by the COVID-19 pandemic, Attorney General Andrew Bailey says.

• @Libsoftiktok
  

• CNN is forced to admit that 63% of Americans favor deporting criminal illegal aliens. “That’s a pretty high number…” (video)
• Since Trump took office, a staggering $2.924 trillion in investment has flowed into the United States: - UAE $1.4 trillion - Saudi Arabia $600 billion - Hyundai $20 billion - Apple $500 billion - Nvidia over $100 billion - SoftBank, Oracle, OpenAI $100 billion - TSMC $100 billion - Johnson & Johnson $55 billion - CMA CGM Group $20 billion - Eli Lilly $27 billion - Merck $1 billion - GE Aerospace $1 billion.

• @Lisssa0114
  

• The @gatesfoundation has had an incredible impact on global health. CDC works closely with the @gatesfoundation to fight polio and other global health threats. Great to touch base last night on those efforts – public health is a team sport! This is who
  @POTUS nominated as CDC director. (pic)

• @Liz_Wheeler

• If reports are true—and I pray they are—that RFK Jr. is gonna ban Big Pharma ads on TV, a massive society earthquake is about to happen on two fronts. #1: The corporate media will fail. You will watch before your very eyes as highly paid MSM anchors are fired, networks panic & some shut down, and paychecks aren’t paid. The entire business of MSM is a fake business. It’s artificially propped up by massive ad dollars from Pharma ads. Not because of the return on investment that Pharma sees peddling their drugs on TV, but rather because of WHY Pharma buys so many TV ads in the first place, which is to prevent reporting on Pharma corruption.

• @WallStreetApes

• Democrats are DESTROYING California. San Diego residents are protesting because Democrats are ending “no cost trash pick up, which had been in effect for more than a century”. New cost is $55-$65 per month. Legislation has built in price increases for the coming years. (video)
• ‘Conspiracy theorists’ are right AGAIN. James O’Keefe undercover footage of a U.S. Treasury Policy Advisor on tape telling us 23andMe has been sharing consumer data with "pharmaceutical companies”. Conspiracy theorists are literally never wrong. (video) 
• Democrat corruption is OUT OF CONTROL. Democrats in Maine handed their 400 page $11.3 billion dollar budget to Maine Rep Billy Bob Faulkingham at 12:30 pm. They said “Amendments had to be ready by 4:30 pm”. “How do you amend 400 pages of unbalanced garbage in 4 hours? You don’t”. (video)

• @annvandersteel

• ATTN Pam Bondi: THE CASE AGAINST ANTHONY FAUCI ALL LAID OUT FOR YOU: Anthony Fauci was given a 68% raise by the military for GAIN OF FUNCTION RESEARCH. Which turned out to be CODE for DEVELOPING BIO-WEAPONS, then developing a DEFENSE to those BIO-WEAPONS. Which he did UNDER OBAMA right up to 2014… …when some of HIS EXTREMELY DEADLY SUPER BUGS escaped from different US labs.

Night Trading 

• Asian equity indices are unch. to +1.0% on average.

• Asia Ex-Japan Investment Grade CDS Index 76.5 -1.0 basis point.

• China Sovereign CDS 49.5 -2.5 basis points.
  
• China Iron Ore Spot 102.2 USD/Metric Tonne -.1%

• Bloomberg Emerging Markets Currency Index 36.9 +.02%.
• Bloomberg Global Risk-On/Risk Off Index 74.1 -3.5%.
• Volatility Index(VIX) futures 18.1 +.2%.
• Euro Stoxx 50 futures +.02%

• S&P 500 futures -.04%.

• NASDAQ 100 futures -.05%.  

Morning Preview Links

BOTTOM LINE: Asian indices are modestly higher, boosted by tech and consumer discretionary 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.