Around X:
- @Business
- A patriarch for one of Asia’s biggest finance fortunes is joining other members of the global rich in bolstering artificial intelligence investments, defying fears of a bubble.
- Prime Minister Mark Carney and Alberta Premier Danielle Smith have agreed to the broad terms of a deal that would support a new oil pipeline to Canada’s west coast, CBC reported.
- Google owner Alphabet gained as much as 2.7% in late trading after the Information reported that Meta is in talks to spend billions of dollars on the search giant’s artificial intelligence chips.
- Bain Capital offered a block of Coherent shares for as much as $1.14 billion, according to sources, as the private equity firm continues to sell down its stake in the laser equipment maker.
- President Trump signed an executive order establishing the “Genesis Mission,” a federal effort to boost innovation using AI — the latest step by the administration to promote AI technology and its adoption.
- Get up to speed on what's moving global markets.
- Here's what you need to know to start your day.
- @ZeroHedge
- Ukraine Rejects Key Aspects Of Trump's Peace Plan, Won't Cede Territory.
- "It's A Tinder Box": GOP Members Consider Following MTG Into Retirement, Say White House Treats Them 'Like Garbage'.
- DOGE Slams Reuters For Pushing "Fake News" On Shutdown Story.
- Insurrection Chic.
- US Export-Import Bank To Spend $100 Billion To Secure Critical Minerals, Nuclear & LNG Supply Chains.
- Modular Reactor Tide Rising: Nano Nuclear To Study Siting Multiple MMRs To Generate 1GW Energy In Texas; X-Energy Raises $700 Million.
- *US BEA TO RELEASE 3Q GDP ON DEC 23.
- If they had social media in 1974.
- Venezuela Says Trump Has Designated 'Non-Existent' Drug Cartel As Terrorist Org; US Covert Ops Believed 'Imminent'.
- *SANDISK TO REPLACE INTERPUBLIC IN S&P 500.
- The Big Short...at Lows. (graph)
- 'Buy All The Things': There's Dip-Buyers Galore As Rate-Cut Odds Soar.
- @CNBC
- CNBC Daily Open: A risky alpha bet in markets to revive AI trade.
- Tuesday's big stock stories: What’s likely to move the market in the next trading session.
- Asia-Pacific markets set to track Wall Street's tech recovery after Alphabet leads AI rally.
- U.S. stock futures are little changed after tech rally boosts stocks: Live updates.
- Stocks making the biggest moves after hours: Zoom, Semtech, Agilent Technologies and more.
- @WSJ
- Allies of Federal Reserve Chair Jerome Powell have laid the groundwork for him to push a rate cut through a divided committee at December’s meeting even though it could draw multiple dissents.
- @MarioNawful
- CANDACE OWENS: I'M WILLING TO PROVIDE CHARLIE'S ASSASSIN'S NAME TO THE WHITE HOUSE.
"I have informed people in the Federal government and the White House
of the France and Israeli assassination plot and am willing to provide
full details, as well as the name of the assassins and international
accounts in France and Canada through which money was exchanged.
- @HealthRanger
- Called it. James Comey gets off scot-free. Was super easy to see this coming, because NO ONE is being held accountable for treason in this country, it seems. And the main people in prison (like Tina Peters) are innocent! So the traitors walk free while the innocent are behind bars. No wonder people have lost all faith in the system.
- @ImMeme0
- BREAKING: Campbell Soup’s VP and Chief Information Security Officer, Martin Bally, was secretly recorded saying the company uses bioengineered meat, their products aren’t healthy, and that it’s mostly poor people who buy them. "We have shit for fucking poor people. Who buys our shit? I don’t buy Campbell’s products barely anymore. It’s not healthy now that I know what the fuck‘s in it. Bioengineered meat! I don’t wanna eat a fucking piece of chicken that came from a 3-D printer."
- @WallStreetApes
- Lara Logan interviews Former CIA operations officer Gary Berntsen who explains how elections are being stolen in America. He describes there are teams of statisticians, mathematicians, and hackers who map out every county and identify where margins can be quietly adjusted. Different techniques are used in each location so nothing matches in a recount. When a 70-30 county becomes 68-32, nobody notices. But when you add up these differences across an entire state, those tiny amounts of fraud decide outcomes. Both former CIA operations officer Gary Berntsen and author Ralph Pezzullo explain the strategy. They explain they don't flip the big blue cities. Instead they shave votes in the places no one ever audits. (video)
- @KnoxieLuv
- Project Veritas coming with more receipts that Candace is and has been in danger for a long time. "Blackmail her faster"? What kind of Banana Republic is this? These people should have been investigated and prosecuted years ago!
- @GeneralMCNews
- @JimFergusonUK
- RIC GRENELL JUST SAID WHAT EVERYONE ELSE IS TOO SCARED TO SAY — AND HE’S RIGHT. Former DNI @RichardGrenell just warned Tulsi Gabbard (current DNI) and CIA Director John Ratcliffe that Democrats aren’t debating President Trump… They’re mounting an insurrection from inside the intelligence community. Grenell didn’t mince words: “This video by Democrat elected officials is a call to arms… They’re trying to get the last remaining people inside intel and the bureaucracy to stand up and fight. What they are trying to do is mount an insurrection from within.” Read that again.
Night Trading
Morning Preview Links
BOTTOM LINE: Asian indices are modestly 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 100% net long heading into the day.
- Asian equity indices are +.5% to +1.25% on average.
- Asia Ex-Japan Investment Grade CDS Index 67.5 -2.0 basis points.
- China Sovereign CDS 45.5 -.75 basis point.
- China Iron Ore Spot 106.0 USD/Metric Tonne +.9%.
- Swiss Franc/Offshore Chinese Renminbi Cross 8.77 -.18%.
- Bloomberg Emerging Markets Currency Index 36.1 unch.
- Bloomberg Global Risk-On/Risk Off Index 87.9 +1.3%.
- US 10-Year Yield 4.04% +1.0 basis point.
- Volatility Index(VIX) futures 20.0 +.3%.
- Euro Stoxx 50 futures -.27%.
- S&P 500 futures -.02%.
- NASDAQ 100 futures -.02%.
BOTTOM LINE: Asian indices are modestly 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 100% net long heading into the day.
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