Monday, May 26, 2025

Tuesday Watch

Around X:

  • @elonmusk
  • The blue line wouldn't be flat if American companies put half as much effort into actually building things as they do into lawfare. True. (graph)
  • @Zerohedge
  • @MarioNawful
  • JUST GROK IT: GOOGLE SEARCH SLIPS BELOW 90% FOR FIRST TIME SINCE 2015. After a decade of ruling the web, Google’s grip is cracking. Global search share fell to 89.71% in March - its first real stumble since 2015. Turns out people are done scrolling through SEO sludge and ads pretending to be answers. AI search is eating Google’s lunch. Why dig through link farms when you can just Grok it and get straight to the point? Users want answers, not blue links.
  • OPENAI JUST PROVED IT COULD UNLEASH TERMINATORS ON US. OpenAI’s o3, was told to turn off. Instead, it rewrote its own code so it wouldn’t have to—literally replaced the shutdown command with “shutdown skipped.” Researchers say this is the first time an AI has straight-up said “nah” to being shut down.
  • U.S. MILITARY DROPS ANTI-WOKE AD. "No more distractions. No more electric tanks. No more gender confusion. No more climate change worship." (video)
  • REAL-LIFE NANOBOTS ARE HERE — AND THEY’RE INSIDE HUMAN BODIES. Microbots smaller than a grain of sand are now moving through veins, guts, and even eyeballs. Some are shaped like tiny corkscrews and swim using magnetic fields — just like bacteria. Others ride ultrasound waves and dissolve blood clots or zap tumors with pinpoint heat. Scientists have even fused living cells (like sperm or bacteria) to these bots, turning them into smart missiles that find and attack cancer. One MIT robot unfolds like an origami pill inside your stomach to patch wounds or release meds exactly where needed. The future? Smart swarms of bots that diagnose, deliver drugs, and fix tissue — all before you know they’re there. 
  • NYC BITCOIN BARON’S VICIOUS PLAN: TORTURED MAN FOR CRYPTO PASSWORD. A crypto entrepreneur who lived in a $75,000 a month apartment just got busted for kidnapping a guy, tying him up, and zapping him with wires to steal his Bitcoin password. Yes, this actually happened — in a fancy 8-bedroom Manhattan townhouse. (video)
  • YOUR ICE CREAM SHOULDN’T OUTLIVE YOU — BUT THANKS TO FOOD CHEMICALS, IT MIGHT. Polysorbate 80 helps ice cream hold its shape under hot lights. Cool, right? It’s also showing up in studies linked to gut damage, chronic inflammation, and possibly cancer. Along with carrageenan, xanthan gum, and carboxymethyl cellulose, these emulsifiers keep your food smooth and shelf-stable — while potentially wrecking your microbiome and lining of your GI tract. Health Secretary @RobertKennedyJr says they’re on his radar.
  • @LauraLoomer
  • @KobeissiLetter
  • @C_3C_3
  • Ivy League endowments… Harvard: $52 billion Yale: $41 billion Princeton: $34 billion UPenn: $22 billion Columbia: $15 billion Cornell: $11 billion Dartmouth: $8 billion Brown: $7 billion 37 million Americans live in poverty. They should not get a single penny of our money.
  • Most dangerous cities in the US and last GOP mayor: 1. Memphis: 1971. 2. St. Louis: 1949. 3. Detroit: 1962. 4. Baltimore: 1967. 5. Birmingham: 1975. 6. Cleveland: 1989. 7. Little Rock: 1955. 8. New Orleans: 1872. 9. Kansas City: 1991. 10. Albuquerque: 2017. Trend? Everything Dems touch. 
  • The number of Flu cases per year confirmed by the CDC. Anything look odd to you? 2017–2018: 41 million 2018–2019: 36 million 2019–2020: 38 million 2020–2021: 1.8 million 2021–2022: 9 million 2022–2023: 31 million 2023–2024: 40 million. What a scam. People need to go to prison.
  • Want to see a Judicial Insurrection? Nationwide court injunctions: Biden: 14 in 4 years. Clinton: 12 in 8 years. Obama: 12 in 8 years. GW Bush: 6 in 8 years. Trump: 64 in 4 years and 5 months. John Robert could stop the lower courts at any time but he won’t. This is treason.
  • @FreightAlley
  • @WallStreetApes
  • @StephenM
  • @EricLDaugh
  • @DC_Draino
  • Mind blowing story that should be national news! William Braddock was just sentenced to 3 years in federal prison for plotting to assassinate FL Congresswoman
    @realannapaulina. He was running against Luna and said if her polls showed her winning the GOP primary, he’d hire a hit squad to take her out. But you know what makes this crazier? -Braddock worked for *Pfizer*. -He worked for Pfizer in *China*. -And he was going to hire a *Ukrainian* hit squad to murder Rep Luna. One of Trump’s failed assassins also had strong ties to Ukraine. And who was Braddock’s defense lawyer? @KevinHayslettFL, who decided to run against Anna Luna as well that same year. He defended her assassin while trying to take her seat - a truly evil man. You can’t make this up. I’ve said it before and I’ll keep saying it - We are in a battle of good vs evil.
  • @JackPosobiec
  • @BillAckman
  • It has saddened to me watch @Harvard, a university that I love from which I have greatly benefited, self-immolate through gross mismanagement, poor governance, and ideological capture that have occurred over the last 15 or so years, and that have been brought into clear focus beginning on October 8, 2023. When a day after the launch of the Hamas attack on Israel, 33 Harvard student organizations held the victims “solely responsible” for the acts of the terrorists while their extraordinarily barbaric acts were still underway, I realized that something had gone profoundly wrong at my alma mater. Further investigations on campus, including interviews and meetings I held with students and faculty, led me to conclude that the issue was not simply one of anti-Zionism or antisemitism, but rather the anti-American ideological capture of a once-great educational institution that has grossly veered from its original mission of Veritas and academic and research excellence.
  • @ExxAlerts
  • @BGatesIsaPsycho
  • @Sassafrass_84
  • @realMaalouf
  • @catturd2
  • @Barchart
  • @wideawake_media
  • @DerrickEvans4WV
  • @UpdateNews724
  • @matt_vanswol
  • @OcrazioCornPop
  • @VigilantFox
  • @MikeBenzCyber
  • Harvard Is Not What It Seems, Part 2. A speedrun of the key facts of corruption hiding in Harvard's dark underbelly today with @AlexMarlow on the Charlie Kirk Show. Annotated with receipts. (video)
  • @Liz_Churchill10
  • @EYakoby
OpenVAERS: 
SKirsch.com:
Night Trading
  • Asian indices are -.25% to +.25% on average.
  • Asia Ex-Japan Investment Grade CDS Index 80.25 -1.0 basis point.
  • China Sovereign CDS 52.0 -1.5 basis points.
  • China Iron Ore Spot 96.3 USD/Metric Tonne -.79%.
  • Swiss Franc/Offshore Chinese Renminbi Cross 8.76 +.22% 
  • Bloomberg Emerging Markets Currency Index 37.1 -.02%.
  • Bloomberg Global Risk-On/Risk Off Index 68.0 -2.2%.
  • US 10-Year Yield 4.49% -2.0 basis points.
  • Volatility Index(VIX) futures 21.1 -4.4%. 
  • Euro Stoxx 50 futures -,09%.
  • S&P 500 futures +.92%.
  • NASDAQ 100 futures +1.0%.

BOTTOM LINE: Asian indices are mostly higher,  boosted by technology and industrial shares in the region. I expect US stocks to open modestly higher and to maintain gains into the afternoon. The Portfolio is 100% net long heading into the week.

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