Friday Watch

Around X:

• @Business  

• Taiwan is set to surpass South Korea this year in terms of wealth for the first time in over two decades, marking a shift in Asia’s economic ranks made possible by the ascent of TSMC.
• Get up to speed on what's moving global markets.
• Here's what you need to know to start your day.

• @ZeroHedge    

• Trump Repeatedly Says Putin 'Let Me Down' During UK State Visit.
• HOLY SHIT! Kimmel was ONLY Getting 129,000 Viewers. hahahahaha. I can post a picture of a cat and get more views than that. -Tim Pool 
• The 'Renewables' Movement Is Making Itself Wholly Unappealing.
• Builders Say Deconstructing 'Green' Building Codes Will Lower New Housing Costs.
• Prove Charlie Right.
• World Must Spend $540 Billion Every Year Looking For Oil Just To Maintain Current Output.
• Israel Wants Permanent 'Aerial Corridor' Over Syria To Strike Iran.
• The Comfortable Collapse: How America Learned To Pretend Obesity Is Normal.
• US Seeking To Regain Control Of Bagram Air Base In Taliban-Controlled Afghanistan: Trump. 
• Bonds & Gold Dumped, Crypto & Stocks Pumped As Hawkish Hangover Hits. 

• @CNBC

• Asia-Pacific markets set for higher open as investors await Bank of Japan decision.
• Friday's big stock stories: What’s likely to move the market in the next trading session.
• Stock futures are little changed after market rallies to all-time highs: Live updates.  
• FedEx stock rises on better-than-expected earnings.

• @MarioNawful  

• NETANYAHU: CLAIM ISRAEL LINKED TO CHARLIE KIRK’S MURDER IS A “MONSTROUS BIG LIE”. “Joseph Goebbels, the Nazi propaganda minister, said that the bigger the lie, the faster it will spread. Well, somebody has fabricated a monstrous big lie that Israel had something to do with Charlie Kirk's horrific murder. This is insane. It is false. It is outrageous.” (video)

• @BasedMikeLee 

• The Biden Admin paid Reuters over $300 million in government contracts. 11 different Biden government agencies targeted Elon's businesses. All 11 agencies paid millions to Reuters. Reuters then won the Pulitzer Prize for "their work on Elon Musk and misconduct at his businesses". This is what fascism looks like. (pic)

• @newstart_2024

• In a revealing segment, WEF contributor Mariana Mazzucato unwittingly outlines the global elite's cynical playbook. She admits their models failed to vaccinate the world, revealing a top-down incompetence. Now, they are pivoting to water security not purely for altruism, but because it is a more effective Trojan Horse for their goals. She concedes that climate change is too abstract to generate universal compliance, but everyone understands thirst. Water, therefore, becomes the perfect tool to manufacture public consent for greater global governance. (video)

• @WallStreetApes

• Charlie Kirk event at Utah Valley University 12:08pm. 12 minutes later Charlie was assassinated. ‘That sound those students were making, THAT is why they killed him. That was the sound of the future and they couldn't stand it’. (video)
• Senator Josh Hawley confirms. - George Soros is creating dark money shell accounts to fund violence in America. - They move the dark money through different entities you can't trace. - The college campus protests were paid. - The protests throughout are cities, ALL paid. “All of them were planned. None of these were organic, and we know because they all followed the same playbook”. (video)

• @ShadowofEzra

• Kash Patel agrees to team up with Democrat Rep. Jared Moskowitz to push censorship of Americans on social media who share "conspiracy theories" about Israel. They both come to an agreement that Section 230, which shields platforms from liability for user content, should be reformed. "I'll work with you on 230 any day." (video)
• Charlie Kirk warned earlier this year that his greatest fear was someone getting shot and killed. He said the left was creating an atmosphere that could lead to “one of us getting shot or killed.” He also revealed he was receiving death threats every single day. (video)

• @ElonMusk 

• Note: there's not one prominent Leftist anywhere in the West doing what Charlie Kirk did, i.e. issuing an open debate challenge to all comers and saying "Here's my view, I invite you to try and prove me wrong". None of them are willing to subject their views to that scrutiny. Profoundly important point.

• @MJTruthUltra

• Candace Owens reveals Never released Images of Tyle Robinson at a nearby Dairy Queen, Hours AFTER Charlie Kirk was Assassinated. Seen at 6:38PM. What is wrong with this picture? With this timeline, he can be TRACKED by nearby cameras. Something is very very wrong. (pic)

• @HustleBitch_

• IT JUST GOT WORSE. The same man who ripped the video camera and footage from Charlie Kirk’s assassination site didn’t stop there. He grabbed the very chair Charlie was sitting in when he was killed, repositioned it upright and climbed on top of it. Why would anyone contaminate evidence from the very chair where a man was just murdered? (video)

• @wideawake_media

• Jordan Peterson: "The whole bloody climate change narrative is a scam and a lie." "China and India are industrialising at a rate that leaves Europe and its negligible effect on the environment in the dust, and increasingly so." "All of the industry that's leaving Europe—and the West in general—is localising in China and in India. China's building coal-fired plants at a rate that's just staggering. And we all breathe the same atmosphere." (video)
• "The EU plans to launch its digital currency, the digital euro, in October 2025." "This will give those in control the power to make people do less harmful things, like eating meat, buying petrol, or not complying with the government." "Or make privacy go bye-bye by making it possible to monitor everything you do, and perhaps connect it to a social credit system." "Luckily, a similar system has been tested in China, and they are very happy with the amount of control it has given them over their slaves." (video)

• @DocAhmadMalik

• Why are the so-called "friends" of Charlie Kirk not asking the important questions like - Where are the autopsy and coroners report? Where is the bullet? Where is the ballistics report? What do the cameras next to Charlie show? Why was the crime scene not taped up and now literally being built over?

• @uncensoreddotai

• Trump posted a picture of him and Charlie Kirk hugging in front of an American and Israeli flag the day after Kirk’s assassination titled ‘Shlomo perl.’ What does Shlomo perl mean? (pic)

• @jakeshieldsajj

• Acoustic reports show that the shooting was 70 feet away not 250 yards. (pic)

• @ProjectConstitu

• BOMBSHELL: Marine Scout Sniper Analyzes 4 Angles of Charlie Kirk. Assassination Footage —MUZZLE FLASH Seen Proves FBI's Narrative is a LIE! Shot Came from REAR RIGHT, Not Front Roof! My mind is blown — this video from a former Marine scout sniper with 5 years experience and ballistics teaching background dissects the shocking assassination of conservative activist Charlie Kirk on September 11, 2025, at a Utah university event. He starts with a clean slate, assuming nothing from the FBI, who he says routinely lies, and focuses purely on ballistics from multiple camera views. What’s in the video (detailed breakdown):

• @SpeakWithDeeDee

• Wow. Did anybody else not know this about Utah State University? Just fact checked. It’s all accurate. (video)

Night Trading 

• Asian equity indices are -.25% to +.75% on average. 
• Asia Ex-Japan Investment Grade CDS Index 59.75 -.25 basis point.
• China Sovereign CDS 33.75 -.5 basis point.
• China Iron Ore Spot 105.8 USD/Metric Tonne +.4%. 
• Swiss Franc/Offshore Chinese Renminbi Cross 8.97 -.03%.
• Bloomberg Emerging Markets Currency Index 36.5 -.2%.
• Bloomberg Global Risk-On/Risk Off Index 84.6 +.6%.
• US 10-Year Yield 4.11% +1.0 basis point.
• Volatility Index(VIX) futures 17.7 -.2%.
• Euro Stoxx 50 futures -.04%. 
• S&P 500 futures +.07%. 
• NASDAQ 100 futures +.04%.

Morning Preview Links

BOTTOM LINE: Asian indices are mostly higher, boosted by technology and consumer discretionary 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 day.