Sunday, October 12, 2025

Monday Watch

Around X:

  • @Business 
  • @Zerohedge 
  • @CNBC
  • @WSJ.com
  • @MarioNawful
  • 10,000 U.S. TROOPS DEPLOYED NEAR VENEZUELA?! U.S. forces have reportedly deployed over 10,000 troops to Puerto Rico, with additional 82nd Airborne units landing in Trinidad and Tobago, just off Venezuela’s coast. The sudden buildup has fueled speculation online that Washington may be preparing for military action against Venezuela. Some users claim the goal is to pressure or even oust Venezuelan President Maduro. Others suggest it could be part of routine training or regional exercises. Either way, tensions are rising in the Caribbean. (video)
  • @RenzTom
  • @Adrian_R-Morris
  • @KobeissiLetter
  • @WideAwake_media
  • @EricLDaugh
  • WOW! Democrats failed so miserably on the government shutdown even CBS is BRUTALLY calling them out now. BRENNAN: You've been critical of shutting down the government! 2018 and 2013. Here's what you said in 2018. SEN. MURPHY (D): "We shouldn't be having the discussion amidst a government shutdown, and trying to USE our nation's security and all of these federal workers and the work that they do as hostages!" BRENNAN: Aren't you doing today EXACTLY what you were criticizing then? SEN. MURPHY: No...that was long term... (video)
  • @WallStreetApes
  • Rep Tim Burchett drops a BOMBSHELL. Tucker Carlson “Leadership actually said to you, we can't stop insider trading because they need the money?” Tim Burchett “Yeah. You talk about one of those issues that both parties agree on, both party leadership does” He says the don’t want to interrupt the money flow. (Congress getting filthy rich selling you out and insider trading on those secret deals) The corruption in America is off the charts. (video)
  • WOAH! US Rep Tim Burchett exposes Congress Reps give military contractors no bid contracts and then buy stocks in those companies right before awarding the contracts. He says Congress makes 500-600% return on their investments when doing this insider trading scam. Tim Burchett says Congress did this during the Ukraine War. (video)
  • @winwithwinsome
  • @Timcast 
  • @TheBritishIntel
  • @unusual_whales
  • @RepMTG
  • @Basil_TGMD
  • @TRHLofficial
  • @DschlopesIsBack
  • @RealCandaceO
  • @WallStreetMav
  • @WCdispatch
Night Trading
  • Asian indices are -1.5% to -.5% on average.
  • Asia Ex-Japan Investment Grade CDS Index 67.75 +1.0 basis point.
  • China Sovereign CDS 45.5 -.5 basis point.
  • China Iron Ore Spot 106.0 USD/Metric Tonne -.3%.
  • Swiss Franc/Offshore Chinese Renminbi Cross 8.91 -.08% 
  • Bloomberg Emerging Markets Currency Index 36.18 -.01%.
  • Bloomberg Global Risk-On/Risk Off Index 79.4 -.8%.
  • US 10-Year Yield 4.08% +3.0 basis points.
  • Volatility Index(VIX) futures 20.2 -4.7%. 
  • Euro Stoxx 50 futures +.5%.
  • S&P 500 futures +1.3%.
  • NASDAQ 100 futures +1.9%.

BOTTOM LINE: Asian indices are lower, weighed down by technology and industrial shares in the region. I expect US stocks to open higher and to maintain gains into the afternoon. The Portfolio is 50% net long heading into the week.

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