Thursday, May 15, 2025

Friday Watch

Posted by Gary .....at 9:34 PM

Around X:

  • @ZeroHedge
  • @MarioNawful
  • SPEAKER JOHNSON: COMEY IS EITHER THREATENING TRUMP OR SUGGESTING SOMEONE SHOULD. “President Trump has already survived TWO assassination attempts. Now, former disgraced FBI director James Comey is either threatening to kill Donald Trump or suggesting someone should. This is as outrageous as it is dangerous. Grateful Sec. Noem and FBI Director Kash are looking into this.” (video)
  • DNI TULSI GABBARD: COMEY SHOULD BE BEHIND BARS. “Any other person with his influence, his stature, and the way media built him up—people take what he says seriously. I’m very concerned for the president’s life. We’ve already seen assassination attempts. James Comey, in my view, should be held accountable and put behind bars for this.” (video)
  • TRUMP: WE WILL HAVE UNPRECEDENTED INVESTMENT IN THE U.S. WITH AI. “We're having numbers that we've never done before. That means AI plants — a really good example is Apple. Apple is now spending much more than $500B on plants." (video)
  • MIDDLE EAST MONEY STORMS INTO AMERICA — $1.1T ON THE TABLE. Qatar’s wealth fund just pledged $500 billion into the U.S. economy over the next decade. This comes days after Saudi Arabia dropped a $600B bombshell: future investments in U.S. energy, tech, and defense — plus Aramco shaking hands on 34 deals worth another $90B. Wall Street’s rolling out the red carpet.  
  • FOLLOW THE SILENCED — THE UNTOLD STORY OF THE COVID VACCINE. Their injuries were ignored. Their stories were buried. But not anymore. Follow the Silenced is the award-winning documentary from Mikki Willis, TFVC, and React19, uncovering what happened to the early participants in the Covid vaccine trials—and how they came together to demand answers, research, and recognition. Winner of Best Director and Best of Festival at the 2025 Santa Monica International Film Festival, this powerful film is finally premiering worldwide. (video)
  • TRUMP OFFICIALS: NO WORK, NO BENEFITS. Trump’s team breaks it down: If you're an able-bodied adult on Medicaid or food stamps, you’ll need to work, train, or volunteer 20 hours a week — or lose benefits. Health Sec. RFK Jr., Mehmet Oz, and others say it’s about “ending dependency” and saving tax dollars. Democrats are calling it cruelty in disguise. 41 million on SNAP — 71 million on Medicaid. The safety net’s not shrinking — it’s getting a work schedule. 
  • FDA TO YOUR SNACKS: YOU’RE ON THIN ICE. The FDA just said it’ll finally start reviewing what’s actually in our food — including preservatives and additives banned or flagged overseas. Top targets? BHT, BHA, and azodicarbonamide (the one in yoga mats and sandwich bread). Health Secretary RFK Jr. wants a diet overhaul, seed oil swaps, and a war on synthetic additives. No more “wait and see” — FDA says it’s going proactive. About time too.
  • @WallStreetApes
  • @HSajwanization
  • @KobeissiLetter
  • @JDunlap1974
  • @iAnonPatriot 
  • @unusual_whales
  • This is truly egregious. On May 13th, someone put $25 million in premium, 10,000x volume, in United Health, $UNH, $300 puts expiring 09/19/2025. Then news of DOJ investigating for fraud came out. $UNH dropped, and is down 50% in last month. This trader is up $80 million. Unusual. (graph)
  • BREAKING: This is unusual trading by a politican. Representative Greg Landsman sold up to $50,000 of United Health, $UNH, on 03/26/2025. Since, $UNH is down 53%, and it was disclosed that the DOJ was investigating $UNH for possible Medicare fraud. He sits on the House Subcommittee of Health. (pic)
  • @C_3C_3
  • @EricLDaugh
  • HOLY CRAP... Liberal Justice Kentaji Brown Jackson declares she wants nationwide injunctions because if not, the executive would no longer have to 'move quickly' to reclaim its Article 2 powers... https://x.com/i/status/1923038033776877741/video/1… She is basically saying here that she wants the lower courts to infringe on Article 2 as much as possible because it forces the executive to quickly try to re-claim its authority via the Supreme Court from an activist judge. This line of reasoning is utterly tyrannical and dangerous. It's how republics lose their republic status. (video)
  • @ExxAlerts
  • @catturd2
  • @VigilantFox
  • @cb_doge
  • JENSEN HUANG: HUMANOID ROBOTS 一 A $50 TRILLION INDUSTRY. "The world is short of workers & declining birth rate, so the world needs a lot of workers. The first use case of humanoid robots will be manufacturing. Robotics is one of the best ways for us to supplement all of that." (video)
Night Trading 
  • Asian equity indices are -.25% to +.25% on average. 
  • Asia Ex-Japan Investment Grade CDS Index 79.75 +.75 basis point. 
  • China Sovereign CDS 51.75 +.25 basis point.
  • China Iron Ore Spot 100.5 USD/Metric Tonne -.6%
  • Swiss Franc/Offshore Chinese Renminbi Cross 8.64 +.27%.
  • Bloomberg Emerging Markets Currency Index 36.98 -.03%.
  • Bloomberg Global Risk-On/Risk Off Index 70.0 -.3%.
  • US 10-Year Yield 4.42% -1.0 basis point.
  • Volatility Index(VIX) futures 19.6 +.5%.
  • Euro Stoxx 50 futures +.07%. 
  • S&P 500 futures -.12%. 
  • NASDAQ 100 futures -.16%.
Morning Preview Links

BOTTOM LINE: Asian indices are mostly higher, boosted by commodity and technology shares in the region. I expect US stocks to open modestly lower and to rally into the afternoon, finishing mixed.  The Portfolio is 100% net long heading into the day.

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