Around X:
- @ElonMusk
- The Department of Justice has started cutting millions of dollars in wasteful grants. Some of the greatest hits include: $2M for “national listening sessions of individuals with lived experience” $695k for “a parallel convergent mixed-methods case study research design to assess the efficacy of police departments’ LGBTQ liaison services” $250k for “working with incarcerated transgender individuals providing gender affirming care to including housing in gender appropriate facilities”
- Grok Vision is absolutely mind blowing. It can read a book and instantly translate it into several languages. This page is written in French, and Grok translated the first three lines into English, Spanish, and German as I requested.
- @ZeroHedge
- The One Stock Reaction Banks Will Watch Closely Tomorrow...
- *HAMMACK: VERY HIGH BAR FOR FED TO STEP INTO FINANCIAL MARKETS *HAMMACK: FED INTERVENTION ONLY WHEN MARKETS TRULY BREAKING DOWN. Like 2 months before the election when the S&P is at all time highs.
- NIH Director Gives Update On New Project To Find Causes Of Autism.
- Palestinian Authority's Abbas Calls Hamas 'Sons Of Dogs' & Demands Release Of Hostages In Fiery Speech.
- *TRUMP: POWELL MAKING MISTAKES BY NOT LOWERING INTEREST RATES *TRUMP: MIGHT CALL POWELL
- Trump To Exempt US Carmakers From Some Tariffs: Report.
- *TRUMP: TARIFF RATE FOR CHINA COULD COME OVER NEXT 2-3 WEEKS.
- A Recap Of Trump's First Three Months.
- Headline Roulette Returns To Wreak Havoc Across Markets.
- @MarioNawful
- NEURALINK HITS $8.5B VALUATION AS IT EYES $500M FUNDING ROUND. Neuralink is reportedly prepping a $500 million raise at an $8.5 billion pre-money valuation. Talks are still early, but the momentum is clear: Neuralink’s human trials are now live—and already making headlines.
- TRUMP: ELON IS A WONDERFUL PERSON, I CAN’T SPEAK MORE HIGHLY. “I can’t speak more highly about any individual. He’s an incredible guy. He’s a brilliant guy. He is a wonderful person. I’ve seen him with his family, with a lot of his children—he’s got a lot of children. He treats them good. He loves his children. But he’s a brilliant guy, and he was a tremendous help both in the campaign and in what he’s done with DOGE.”
- TRUMP ORDERS AI BOOT CAMP FOR AMERICAN KIDS AND TEACHERS. Trump just signed an executive order forcing schools to train students and teachers in artificial intelligence - creating a White House task force stacked with Cabinet members and crypto billionaire David Sacks. Trump during the Oval Office signing: "That's a big deal, because AI is where it seems to be at".
- TRUMP SIGNS EXECUTIVE ORDER TO REFORM UNIVERSITY ACCREDITATION.
Trump’s new Executive Order directs the Department of Education to fix
what he calls a “broken” accreditation system. Elite universities are
admitting students who “can’t do basic math” — while top high school
students are denied entry. The order demands a tougher, merit-based
approach to admissions and instruction. “Real standards. Real
accountability.”
- @BennyJohnson
- BREAKING: Director of National Intelligence Tulsi Gabbard has REFERRED Intel officials to the DOJ for prosecution for leaking classified information. (pic)
- @Liz_Churchill10
- Defence Secretary Pete Hegseth apologizes for the ‘Covid Vaccine Mandate’ stating the previous Administration committed UNLAWFUL Acts by imposing an ‘Experimental Vaccine’ on the Military. (video)
- @DC_Draino
- I think this is the political plan of these judges:
- It’s quite simple - there are 3 things that the MAGA base wants: 1. Mass deportations 2. Deep State arrests 3. Passing the Trump agenda into law Do those 3 things, and we’ll expand our majorities in the midterms Don’t do those 3 things and we’ll lose the House and Trump will get impeached.
- @NationFirstAust
- THREAD: THE FALL OF SCHWAB. Why was Klaus Schwab, the godfather of globalism, pushed out of the World Economic Forum after 55 years in charge? His own staff blew the whistle. Here’s what they exposed—and why it shatters the Great Reset.
- @NiohBerg
- @C_Herridge
- BREAKING: Top US Neuroscientist & Military Advisor Confirms Reports Are ‘Credible’ That Directed Energy Weapon Attacks Have Happened on US Soil And Targeted US Personnel Abroad; Exclusive New Records Reveal Exposure to “Microwave Weapon” After Intel Officer Discovered Secret Op.
- @IndoPac_Info
- Japan’s railgun ready to zap Chinese hypersonic missiles. Japan deploys a ship-based railgun, marking a breakthrough in electromagnetic weaponry and saturation missile defense. Japan’s ship-mounted railgun offers a cost-effective and rapid response to potential missile saturation threats by utilizing electromagnetic energy to launch projectiles at hypersonic velocities.
Night Trading
Morning Preview Links
BOTTOM LINE: Asian indices are mostly higher, boosted by industrial and financial shares in the region. I expect US stocks to open modestly higher and to weaken into the afternoon, finishing mixed. The Portfolio is 75% net long heading into the day.
- Asian equity indices are -.25% to +.75% on average.
- Asia Ex-Japan Investment Grade CDS Index 98.75 -.5 basis point.
- China Sovereign CDS 64.75 -1.0 basis point.
- China Iron Ore Spot 99.9 USD/Metric Tonne -.34%
- Swiss Franc/Offshore Chinese Renminbi Cross 8.8 +.35%.
- Bloomberg Emerging Markets Currency Index 36.9 +.04%.
- Bloomberg Global Risk-On/Risk Off Index 57.0 +.2%.
- US 10-Year Yield 4.36% -2.0 basis points.
- Volatility Index(VIX) futures 25.3 -.54%.
- Euro Stoxx 50 futures +.18%.
- S&P 500 futures +.20%.
- NASDAQ 100 futures +.22%.
BOTTOM LINE: Asian indices are mostly higher, boosted by industrial and financial shares in the region. I expect US stocks to open modestly higher and to weaken into the afternoon, finishing mixed. The Portfolio is 75% net long heading into the day.
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