Around X:
- @elonmusk
- Biden, in fact, ordered the US Border Patrol to stop patrolling the border and start ushering in Illegal aliens via mass parole at the border. US Border Parole. Unprecedented betrayal. (graph)
- In 2021 over 96% of political donations from Harvard faculty went to Democrat candidates. Defund Harvard. Veritas.
- The latest Yale Youth Poll confirms the trend we’ve seen at one campus after another: The youngest voters have turned sharply to the right. Yale found 22-29 year olds favored Democrats by ONLY 6.4 points. But kids of college age, 18-21, lean Republican by almost 12 (!!) The most dramatic generational political swing in history is unfolding before our eyes. Wow.
- @LauraLoomer
- Incredible how Democrats will travel to El Salvador to demand the release of a member of MS13, but they won’t go to GAZA to demand HAMAS release innocent American hostages. Democrats love criminals and terrorists. Speaks volumes, doesn’t it? (video)
- @MarioNawful
- LETITIA JAMES' MORTGAGE NIGHTMARE: FEDS REFER NY'S TOP PROSECUTOR TO DOJ. Federal Housing Director William Pulte formally refers NY Attorney General Letitia James to Justice Department for criminal investigation over alleged mortgage fraud. FHFA letter claims James falsified documents to secure favorable loan terms while representing Virginia property as her "principal residence" despite serving as NY elected official. The prosecutor who's made a career of investigating others' financial dealings now faces scrutiny of her own mortgage applications.
- TRUMP TARIFFS COULD COST U.S. CHIPMAKERS OVER $1 BILLION A YEAR?! Trump’s latest tariff plan could burn U.S. chip equipment makers for over $1 billion a year — and no, that’s not a rounding error. Big dogs like Applied Materials, Lam Research, and KLA are each staring down $350 million in losses, while smaller players like Onto Innovation get hit with the “just tens of millions” tax.
- THE SOROS SHADOW SYSTEM: HOW ONE BILLIONAIRE THREATENS ELECTION INTEGRITY. While Americans focus on presidential politics, George Soros has quietly implemented a far more effective strategy to reshape America—buying district attorneys who control whether election laws are enforced. This isn't conspiracy theory—it's documented fact.
- TRUMP GOES MINERAL MODE — NEW TARIFF PROBE STRIKES AT CHINA’S CORE. Trump just greenlit a Section 232 investigation into all critical mineral imports—a not-so-subtle flex at China, the global supply chain overlord. The U.S. barely produces any lithium, cobalt, or nickel. Yet it needs them all—for chips, bombs, EVs, and staying a superpower. Trump: "Imports risk America’s security and resilience.”
- @zerohedge
- Nvidia Plunges After US Imposes License On H20 Chip Sales To China, Slaps Company With $5.5 Billion Charge.
- CIA To Unleash 'Finely Tuned Machine' To Destroy Mexican Cartels.
- "Headline Fatigue Is Real Now" - Bonds & Bullion Bid As Top Goldman Trader Warns "Tape Remains Fragile".
- First basis trade blow up.
- "Insane Charts": Liquidity, Flows And Positioning Across Institutions, Hedge Funds, CTAs And Retail.
- @LiveSquawk
- @amuse
- DOGE: Billionaire and massive Democratic donor Antonio Gracias dedicated his time to fixing the Social Security Administration, instead he discovered what would be described as a criminal enterprise. Hear Antonio discuss his discoveries on the All-In podcast. (video)
- @VigilantFox
- DISTURBING: The FDA has just fast-tracked a SELF-AMPLIFYING RNA vaccine. If you thought the COVID shots were bad, this new technology takes things even further. The difference with this new technology is that it AMPLIFIES in dose over time. What’s even more terrifying is that it could also mean the vaccine doesn’t stay confined to the person who received it. Yes, that means shedding.
- @sheislaurenlee
- HEARTBREAKING: Massachusetts just kidnapped 5 children from parents who refused to vaccinate their 9-month-old baby. When the parents fled the state to protect their family, they were ARRESTED. This is one of the darkest stories of the year. THREAD.
- @CartlandDavid
- Bill Gates is NOT slowing down. More harmful vaccines are coming thanks to his "philanthropy." He will not stop until every living organism is injected with mRNA. (video)
- @RodDMartin
- WHAT'S REALLY GOING ON WITH CHINA: Trump's tariff strategy isn't just about economics - it's about containing the next global threat: CHINA. And trust me, this goes DEEPER than the mainstream media will tell you... THREAD.
Night Trading
Morning Preview Links
BOTTOM LINE: Asian indices are mostly 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 day.
- Asian equity indices are -.75% to +.25% on average.
- Asia Ex-Japan Investment Grade CDS Index 106.5 -1.25 basis points.
- China Sovereign CDS 66.75 -4.0 basis points.
- China Iron Ore Spot 97.7 USD/Metric Tonne -1.0%
- Swiss Franc/Offshore Chinese Renminbi Cross 8.95 +.52%.
- Bloomberg Emerging Markets Currency Index 36.7 -.07%.
- Bloomberg Global Risk-On/Risk Off Index 55.1 -1.6%.
- US 10-Year Yield 4.32% -1.0 basis point
- Volatility Index(VIX) futures 26.7 +4.6%.
- Euro Stoxx 50 futures -.7%.
- S&P 500 futures -1.0%.
- NASDAQ 100 futures -1.5%.
BOTTOM LINE: Asian indices are mostly 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 day.
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