Sunday, September 07, 2025

Monday Watch

Around X:

  • @Business 
  • @Zerohedge  
  • @CNBC
  • @MarioNawful
  • BREAKING: UNDERSEA CABLE CUTS DISRUPT INTERNET IN SOUTH ASIA. Several international fiber-optic cables in the Red Sea have been severed, triggering major internet outages across parts of Pakistan and India. The Red Sea is a critical choke point for global data traffic, carrying much of South Asia’s international connectivity.
  • @RodDMartin
  • @Defence_Index
  • @newstart_2024
  • @WallStreetApes
  • @DrAseemMalhotra
  • @MDBreathe
  • @EYakoby
  • @pulte
  • @disclosetv
  • NOW - MAHA Chief Medical Advisor claims evidence based medicine has become "hijacked by powerful commercial interests," causing an "epidemic of misinformed doctors and misinformed, unwittingly harmed patients, this is the root cause of the health crisis." (video)
  • @WarRoomGeorgia
  • @RenzTom
  • @CJbakerMD
  • @DrBenTapper1
  • @stillgray
  • IIryna Zarutska was 23 years old. She left Ukraine to escape a war, believing she had found safety in America. On August 22 she boarded a train in Charlotte like anyone would — expecting nothing more than to get home. Minutes later she was stabbed again and again in her seat, her throat slashed under the harsh glow of fluorescent lights. What makes her death even more unbearable is how public it was. Passengers sat only a few feet away. Some were unaware, others froze, others turned their eyes elsewhere. The train kept moving, and Iryna bled out in plain view. Surrounded by people, she died as if she were alone. The man who killed her, Decarlos Dejuan Brown Jr., was not some hidden danger. He had been arrested fourteen times before. Robbery, larceny, false alarms, erratic behavior, even documented mental illness. Each arrest ended with the same outcome: release. He was processed, excused, and sent back out. (pic)
  • @JasonJournoDC
  • @P_McCulloughMD
  • @SteveHiltonx
Night Trading
  • Asian indices are +.25% to +.75% on average.
  • Asia Ex-Japan Investment Grade CDS Index 63.0 -1.5 basis point.s
  • China Sovereign CDS 41.5 +.75 basis point.
  • China Iron Ore Spot 104.8 USD/Metric Tonne -.09%.
  • Swiss Franc/Offshore Chinese Renminbi Cross 8.94 +.12% 
  • Bloomberg Emerging Markets Currency Index 36.5 +.01%.
  • Bloomberg Global Risk-On/Risk Off Index 81.2 +.7%.
  • US 10-Year Yield 4.10% +2.0 basis points.
  • Volatility Index(VIX) futures 18.8 -.5%. 
  • Euro Stoxx 50 futures +.47%.
  • S&P 500 futures +.14%.
  • NASDAQ 100 futures +.32%.

BOTTOM LINE: Asian indices are mostly higher, boosted by industrial and technology shares in the region. I expect US stocks to open mixed and to rally into the afternoon, finishing modestly higher. The Portfolio is 75% net long heading into the week.

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