Around X:
- @Business
- Japanese stock investors will focus on a meeting between Prime Minister Sanae Takaichi and US President Trump on Tuesday, where the leaders are expected to discuss defense spending and possible projects for a $550 billion investment fund.
- South Korea’s economy gained momentum last quarter, bolstering the case for authorities to refrain from adding monetary stimulus as they weigh the need to rein in a sizzling housing market against the expected impact from US trade policies.
- In the latest sign that Silicon Valley is gunning for Wall Street: Sequoia Capital is investing in a cool that could one day replace junior bankers.
- A wave of US rare-earth magnet plants is underway as the country scrambles to build its own supply chain, spurred by China's export curbs and surging global demand.
- Five contenders are still standing in the high-stakes race to be the next Federal Reserve chair.
- PayPal and Bilt are teaming up to let customers use Venmo to make rent and mortgage payments starting early next year.
- NextEra Energy plans to restart a nuclear power plant in Iowa, primarily to supply Google data centers.
- Nvidia and Deutsche Telekom are preparing to announce plans for a €1 billion data center in Germany.
- More than half of the grades handed out at Harvard College are A’s, an increase from decades past even as school officials have sounded the alarm for years about rampant grade inflation.
- AMD is teaming up with the US Energy Department to develop a pair of supercomputers at the Oak Ridge National Laboratory that will deploy the company’s AI chips to seek breakthroughs in energy and scientific research.
- Get up to speed on what’s moving global markets.
- Here's what you need to know to start your day.
- @ZeroHedge
- I’m honestly at a loss for words right now. Category 5 #Melissa keeps drifting farther west - the eye is now nearly outside the National Hurricane Center’s forecast cone, which was issued only 1 hour ago... This storm is defying every environmental factor trying to pull it north. It’s baffling. It’s also getting stronger, which is wild considering it’s already pushing the limits of physics for how intense a hurricane can get. It may even be overpowering the trough that’s trying to steer it north. Unreal. (video)
- Luxury Hotels Boom While The Rest Of the Industry Slumps.
- The AI Revolution Runs Through America's Heartland.
- Dallas Doctor Surrenders License After Texas AG Sues For Prescribing Gender Transition Drugs To Minors.
- The Hidden Architecture Of Debt: How Private Banks Captured The Global Economy.
- Venezuela Alleges It Detained CIA Group, Accuses U.S. Of Orchestrating "False Flag" Attack.
- Victor Hanson: The Left Is 'Bleeding Kansas'.
- Mid-Atlantic Lawmakers Unite In Push To Stop "Climate Cultists" As Power Bill Crisis Worsens.
- MAHA's Moment To Prove Itself: The 2026 Midterms.
- NEXTERA, GOOGLE TO ACCELERATE NUCLEAR ENERGY DEPLOYMENT IN US.
- "A National Disgrace": Largest Federal Worker Union Sides With GOP Plan To End Shutdown.
- 'Imagine That': 24 Years After 9/11, Democrats Are Running A Jihadi Communist For NYC Mayor.
- NEW: Federal records reveal Jeffrey Epstein was jailed with Clinton Foundation donor and Hillary confidante Huma Abedin's cousin Omar Amanat.
- Gold Tests Down To $4000 As Big-Tech & Bitcoin Rally On China 'Deal' Hope.
- @CNBC
- CNBC Daily Open: We are all farmers hoping for the end of the U.S.-China trade war.
- Stock futures are little changed after major U.S. indexes notch record highs: Live updates.
- Stocks making the biggest moves after hours: Nucor, Waste Management, F5, NXP and more.
- OpenAI says U.S. needs more power to stay ahead of China in AI: 'Electrons are the new oil'.
- One chip stock and two health names to own for the long run, according to investor Hulick.
- Stocks from Carvana to Reddit are expected to have the wildest moves on earnings this week.
- @WSJ
- From @WSJopinion: The parade of Democrats lining up behind Zohran Mamdani for mayor continues to grow, and the latest convert to the socialist’s cause is Hakeem Jeffries. Nobody is happier than Republicans who represent the New York suburbs.
- @TheTranscript
- NXP CEO: "We experienced broad-based sequential improvement across all regions and end markets" $NXPI: +2% AH.
- Nucor CEO: "Thr'out a period of capital investment, Nucor continues to have the strongest balance sheet of any major steel producer in North America & has returned nearly $1B to shareholders year-to-date, representing >70% of net earnings through the third quarter". $NUE: +3% AH.
- @newstart_2024
- A landmark study from the Cleveland Clinic—a mainstream, pro-vaccine institution—has revealed alarming data about this year's flu shot. The research, tracking over 53,000 clinic employees during the 2024-25 respiratory virus season, found a shocking negative vaccine effectiveness of -26.9%. This isn't just low effectiveness; it's NEGATIVE efficacy. Key Findings: (video)
- @HustleBitch_
- CHEMTRAILS HIT THE WATER - HELICOPTER CAUGHT SPRAYING “SACRED LAKE”. A fisherman’s camera catches the unthinkable: a helicopter blasting chemicals straight into the lake where families fish, swim, and pull dinner from the water. He stares in total disbelief as a white mist spreads across the waves. "They're spraying into the water! I'm sure that's great for the fish... and for everybody." Officials call it “algae treatment.” Locals call it poison. No warnings. No signs. Just a low-flying chopper dumping mist over the water like it’s a test site. The state says it’s “eco-friendly.” The people say it’s bio-control. If this is how they “protect” the lakes that feed us what happens when they start “protecting” the food supply itself? (video)
- @TaraBull808
- Liberal admits to planning to lace candy with Fentanyl on Halloween for any MAGA supporters. I think the FBI needs to pay this guy a visit. (video)
- @Libsoftiktok
- This is the mainstream view on the left. This is not fringe. They want us all dead. (pics)
- @TheIntelSCIF
- Candace Owens calls out every single person covering up Charlie Kirk's assassination. "I want WAR with ALL OF YOU." We are going to find out what happened to Charlie Kirk on September 10, 2025 and take every single one of you that are involved down. I'll be standing right next to @RealCandaceO. It's time to wake up and stand up for the TRUTH and for what is RIGHT. It's time to stick up for Charlie and hold the people responsible, accountable. (video)
- Was Mickey McCoy on the phone with the shooter? Candace breaks it down and comes to the same conclusion that something is VERY WRONG with Mikey McCoy and his father lying about what took place. He never dialed, he already had someone on the phone, IMMEDIATELY after Charlie was shot, .834 milliseconds after Charlie was shot he lifted the phone to his ear, in my honest opinion, Mikey McCoy CONFIRMED the ASSASSINATION of Charlie Kirk. (video)
- @AndrewKerrNC
- NEW: Texas Rep. Jasmine Crockett owned a secret stock portfolio containing stakes in major pharmaceutical, fossil fuel, marijuana, technology, and automobile firms that she did not report in her Congressional financial disclosures, the @FreeBeacon has learned.
- @EndWokeness
- @Jackunheard
- @WellsJorda89710
- The NAACP just endorsed a liberal white woman over the conservative Black woman running for Virginia governor. The NAACP is a joke — it should be dismantled. (video)
- @stkirsch
- BREAKING: Important new autism study just released. People like Dr. Paul Offiit
@DrPaulOffit who have claimed vaccines don't cause autism are the real "misinformation spreaders." They have caused untold harm.
Night Trading
Morning Preview Links
BOTTOM LINE: Asian indices are mostly lower, weighed down by consumer and real estate 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.
- Asian equity indices are -.5% to +.25% on average.
- Asia Ex-Japan Investment Grade CDS Index 64.75 -2.5 basis points.
- China Sovereign CDS 41.5 -.75 basis point.
- China Iron Ore Spot 105.2 USD/Metric Tonne -.04%.
- Swiss Franc/Offshore Chinese Renminbi Cross 8.94 -.04%
- Bloomberg Emerging Markets Currency Index 36.32 -.1%.
- Bloomberg Global Risk-On/Risk Off Index 86.2 -.4%.
- US 10-Year Yield 3.98% unch.
- Volatility Index(VIX) futures 18.1 -.1%.
- Euro Stoxx 50 futures -.14%.
- S&P 500 futures unch.
- NASDAQ 100 futures +.05%.
BOTTOM LINE: Asian indices are mostly lower, weighed down by consumer and real estate 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.
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