Sunday, July 20, 2025

Monday Watch

Around X:

  • @Business 
  • @Zerohedge  
  • @CNBC
  • @LauraLoomer
  • The Obama Administration approved a contract that let @Microsoft use Chinese foreign nationals to provide tech support across all U.S. federal agencies, including the Pentagon and our intel agencies. Navy Whistleblower Tom Schiller joined me on @LoomerUnleashed to explain how Microsoft’s “escort team” was supposed to provide oversight, but in reality, it was just for show. They hired vets and reservists who barely understood PowerShell, which allowed CCP-affiliated engineers to get remote access to classified information and top secret government systems. This isn't negligence. This is ESPIONAGE, and it has created a massive threat to our national security. Microsoft must be investigated! (video)
  • BREAKING: @Microsoft had their PR official from @BursonGlobal send me a personal email today in regards to my interview with Navy Whistleblower Tom Schiller, who exposed the fact that Microsoft, through their contract with the US government, has been allowing Chinese nationals based in China to provide tech support for DOD Cyber Systems on the Microsoft Government Azure platform , allowing China to have full access to Classified information out of the Pentagon. This has been happening for 10 YEARS! It was authorized by Obama.  
  • @C_3C_3
  • @catturd2
  • @officer_Lew
  • @Chicago1Ray
  • @NicHulscher
  • @EricLDaugh
  • @LangmanVince
  • @MJTruthUltra
  • @charliekirk11
  • @ImMeme0
  • @wideawake_media
  • "Since the introduction of sunscreen in 1940, melanoma has increased by over 200 percent." "This stuff is full of isobutanes, fragrances, and different types of benzoates... and you're spraying it all over your body because it's easy, it's convenient, and you think that it's protecting you from the Sun." "But what it's really doing is putting all types of toxins and chemicals all over your body, it's disrupting your endocrine system, and it's preventing you from absorbing the Sun properly." "The reality is, it's killing you slowly." (video)
  • @TonySeruga
  • @listen_2learn
Night Trading
  • Asian indices are -.25% to +.5% on average.
  • Asia Ex-Japan Investment Grade CDS Index 71.75 -.5 basis point.
  • China Sovereign CDS 43.5 +.5 basis point.
  • China Iron Ore Spot 103.6 USD/Metric Tonne +2.8%.
  • Polymarket: Which Countries Will the US Agree to Tariff Agreements with Before August?
  • EU 27.0% -7.0 percentage points
  • India 26.0% -2.0percentage points.
  • Japan 20.0% +2.0 percentage points. 
  • South Korea  27.0% -1.0 percentage point.
  • Swiss Franc/Offshore Chinese Renminbi Cross 8.95 -.24% 
  • Bloomberg Emerging Markets Currency Index 36.75 -.05%.
  • Bloomberg Global Risk-On/Risk Off Index 77.5 +.1%.
  • US 10-Year Yield 4.42% -1.0 basis point.
  • Volatility Index(VIX) futures 18.9 -1.2%. 
  • Euro Stoxx 50 futures -.26%.
  • S&P 500 futures +.11%.
  • NASDAQ 100 futures +.18%.

BOTTOM LINE: Asian indices are mostly higher, boosted by technology and industrial 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 week.

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