Friday Watch

Around X:

• @Business 

• European diplomats are said to have warned the Kremlin this week that the defensive alliance is ready to respond to further violations of its airspace with full force: Here’s your Evening Briefing.
• South Korean President Lee Jae Myung said North Korea has already secured sufficient nuclear weapons to guarantee regime survival, and is nearing completion of intercontinental ballistic missile technology capable of reaching the US. 
• Hackers have compromised firewall devices within the US federal government, according to a senior federal official.
• YouTube TV subscribers may lose programming from Comcast’s NBCUniversal networks, including Sunday NFL games, if the companies can’t reach a new distribution agreement by Sept. 30.
• Get up to speed on what's moving global markets.
• Here's what you need to know to start your day.   

• @ZeroHedge    

• The Vaccine Schedule Finally Under Fire.
• James Comey Has Been Indicted. 
• "I'm Not Afraid": James Comey Fires Back After Indictment.
• It’s been 15 days since they killed Charlie Kirk. 
• Cancer Is Not Just in Your Genes: Be Aware Of These Key Culprits.
• DEVELOPING: I'm told by FBI HQ that investigators and prosecutors have been zeroing in on alleged false statements Obama's top spook John Brennan gave in a May 11, 2023 deposition he gave in Room 2237 of the Rayburn House Office Building... developing ...
• China Sanctions Six US Companies, Citing Taiwan Dealings.
• Trump To Bail Out Farmers With Tariff Money, Will Investigate Seed & Fertilizer Companies Over Jacked Prices.
• FDA Exploring Independent Evaluation For DNA Contamination In COVID-19 Vaccines.
• This is exactly why President Trump’s wake-up call Truth at Pam Bondi was necessary and why there may be more to come. DOJ has been infested with deep state operators for years, especially since Obama, and no amount of Fox News appearances is going to clear them out.  
• ChatGPT, CFA: Robo Stock Picking Market To Grow 600% By 2029.
• Study Links Sugary Drinks To Colorectal Cancer Spreading Elsewhere In The Body.
• White House Plans Emergency Orders To Keep Coal Plants Running As Power Bill Crisis Emerges.
• "We think it is prudent to take some chips off the table and consider hedges" (JPM).
• Watch: Trump Signs TikTok Executive Order, Avoiding US Ban.
• *US MONEY-MARKET FUND ASSETS HIT RECORD $7.31TN AT ICI.
• *FED'S DALY SAYS POLICY RATE REMAINS MODESTLY RESTRICTIVE. *DALY: MORE CUTS WILL BE NEEDED OVER TIME TO BALANCE RISKS.
• Momentum Massacre: Stocks Slammed, Bonds Battered, Crypto Crashes But Silver Soars And Gold Glorious.    

• @CNBC

• Trump slaps 25% tariffs on heavy trucks imports, starting Oct. 1.
• Asia-Pacific markets set to fall after Trump announces new tariffs; approves TikTok deal.
• U.S. to impose 100% tariff on branded, patented drugs unless firms build plants locally, Trump says.
• Friday's big stock stories: What’s likely to move the market in the next trading session.
• Stock futures are little changed ahead of key inflation report: Live updates.    
• Costco tops earnings, revenue estimates as warehouse club wins over younger members. 

• @MarioNawful

• TRUMP: WE’LL MOVE WORLD CUP GAMES IF BLUE CITIES AREN’T SAFE "If I think it's not safe, we're gonna move it out of that city. If any city we think is gonna be even a little bit dangerous for the World Cup or for the Olympics, for the World Cup in particular, since they're playing in so many cities, we'll move it around."

• @RyanMattaMedia

• We know have 100% proof that Charlie Kirk was assassinated by a foreign intelligence agency. We know know he wasn’t shot with a gun. Special thanks Black Bednarz for breaking this massive story!

• @ImMeme0

• You can’t make this sh*t up! CNN THEN: 2021: Painkillers should be investigated to developing fetuses. 2017: Study links acetaminophen in pregnancy to ADHD. 2016: Acetaminophen during pregnancy may increase risk of hyperactivity in kids. CNN NOW: 2025: Trump links autism to acetaminophen use during pregnancy, despite decades of evidence it's safe.

• @newstart_2024 

• Vietnam just wiped out 86 million bank accounts. The narrative is "fraud prevention." The reality is a live-fire drill for a global digital control grid. And Australia is reading from the same script. 
• Neil Oliver issues a stark warning about the government's proposed Digital ID, the "BritCard." He identifies it not as a simple piece of plastic, but as the integrated surveillance mechanism that will end privacy forever. This Digital ID system is designed to be the single key to your entire life: banking, benefits, driving licence, health records, and voting rights. Oliver argues this creates a citizen who is "digitally visible to the state across every transaction." Your movements, spending, online activity, and even the protests you attend would be tracked, recorded, and stored permanently. (video)

• EricLDaugh

• BREAKING: President Trump puts his foot down and says Israel is BANNED from annexing the West Bank. "There has been ENOUGH. It's time to STOP." "I will not allow Israel to annex the West Bank. Nope. I won't allow it. It's not going to happen." (video)

• @MJTruthUltra

• Reminder of this… because I believe something is coming. Trump Statement - Are they Planning an Attack Within Our Country? “The same people that raided Israel are pouring into our once beautiful USA.. These are the same people, that did a sneak attack. Same people we have pouring into our country by the thousands. Are they planning to attack within our country? Don't forget, I'm not making this as a prediction, but there's a phrase out there… Trump was right about everything.” We have to be very careful. I don't want to be right about this, but people are pouring in from the Middle East into our country, largely males, strong young males. What's going on over here? Are we going to be raided like Israel was raided?” (video)
• This is really bad… Nebraska Republican Rep Don Bacon is consulting with ADL Johnathan Greenblatt, to censor free speech by labeling certain online social media posts as “Hate Speech”. What does the ADL consider Hate Speech? — complaining about drag Queen story time. — criticizing the COVID Vax. — complaining about immigration. — Christianity. — virtually anything they consider antisemitic. (video)

• @ScottPresler

• VICTORY! After breaking the story that the Pennsylvania Dept. of State scheduled voter registration website maintenance on a Friday evening during one of the busiest fairs in the Commonwealth, the date has been changed to Monday. See you at the Bloomsburg Fair! GAME ON.

• @songpinganq

• Digital ID forced these Chinese people to line up in the typhoon to take PCR test. China announced that those who refused to take Covid test would get blacklisted by social credit system. That means you would lose access to welfare, benefits, public services and even pensions. (video)

• @HealthRanger

• The more we look at this, the less the official narrative adds up. The best way to honor Charlie Kirk is to solve the mystery of who killed him, and then bring them to justice. The sophistication of his assassination points directly to involvement from intelligence agencies. Probably involving someone Charlie trusted to protect him. He was betrayed. (video)

• @WallStreetApes

• Even Tucker Carlson is raising awareness that California is ending Free Speech with passed legislation. Elon Musk needs to be aware of this. “The state of California — has passed a law in the state legislature, both chambers of the state legislature, it awaits a signature from Gavin Newsom, that would ban hate speech on the internet in California. Hate speech. (video)

• @AFPost

• Tucker Carlson has reported that Israeli PM Netanyahu told multiple people, “I control the United States. I control Donald Trump.” “Bibi’s running around — this is a fact, I’m not guessing about this because I talked to people he said it to — is running around the Middle East, his region in his own country and telling people point blank, just stating it, ‘I control the United States. I control Donald Trump.’”

• @NicHulscher

• Over 100 Studies Link Vaccines to Autism & Neurodevelopmental Disorders. Gut-brain axis, maternal immune activation, genetics, and toxic environmental exposures all matter — but VACCINES are the central trigger. All of this will be revealed in our massive autism study. (video)

• @wideawake_media

• The European Union plans to roll out its CBDC—the digital euro—in October of this year, despite overwhelming opposition from the majority of EU citizens. "It will be fully programmable. That means they can control what you spend your money on." "For example, they could restrict you to buying only two clothing items per month, in the name of fighting climate change." "Or they could require you to spend your savings before a certain date, otherwise your savings would vanish, just to stimulate the economy." "At that point, we have no financial freedom left." (video)

• @realstewpeters 

• Hey@FBIDirectorKash Here’s Charlie Kirk’s real assassin. (video)

• @C_3C_3

• Well well well… But President Trump and RFK Jr crazy? Trust the science on Tylenol. (pic)

Night Trading 

• Asian equity indices are -1.5% to -.5% on average. 
• Asia Ex-Japan Investment Grade CDS Index 65.5 +.25 basis point.
• China Sovereign CDS 37.5 +1.5 basis points.
• China Iron Ore Spot 105.1 USD/Metric Tonne -.8%. 
• Swiss Franc/Offshore Chinese Renminbi Cross 8.93 -.03%.
• Bloomberg Emerging Markets Currency Index 36.28 -.11%.
• Bloomberg Global Risk-On/Risk Off Index 85.3 -.7%.
• US 10-Year Yield 4.18% +1.0 basis point.
• Volatility Index(VIX) futures 18.4 +.1%.
• Euro Stoxx 50 futures +.35%. 
• S&P 500 futures -.01%. 
• NASDAQ 100 futures -.12%.

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 mixed and to weaken into the afternoon, finishing modestly lower.  The Portfolio is 50% net long heading into the day.