Sunday, December 21, 2025

Monday Watch

Around X:

  • @Business   
  • @Zerohedge
  • @CNBC
  • @WSJ.com
  • @Barron's 
  • Had bullish commentary on (TSLA) and (BURL).
  • @GatewayPundit
  • @ShadowofEzra
  • @MikeBanzCyber
  • @TheSCIF
  • @TulsiGabbard
  • @BubbleBathgirl
  • @RenzTom
  • @drawandstrike
  • @its_The_Dr
  • @KariLake
  • @mattvanswol
  • @GenFlynn
  • The EU aka NATO (minus the United States) desperately wants war with Russia. @DNIGabbard can speak for herself and does in her typically courageous way (read below). First, our CIA is in cahoots with MI6 and others in the EU IC community. These and other warmongers in our own administration as well as the Congress want perpetual f’ing war. I’m personally sick of it. It’s been over ten (10) years now! Keep in mind we were in AFG and Iraq for twenty years and it cost us trillions along with a massive loss of prestige. THIS SH!T HAS TO STOP!
  • Les Wexner and an entire redacted right side of the photo. Victoria’s Secret? Elites apparently get away with the most disgusting behavior.
  • @lsferguson
  • @thehealthb0t
  • @FAMS_AMNC
  • @KobeissiLetter
  • Global money supply is out of control: Global money supply is now up to a record $45 trillion. This comes as China's M1 money supply has risen to $16.5 trillion, an all-time high. China has driven the majority of global money supply growth this year. China is currently the largest producer of narrow money in the world, accounting for ~37% of the total. Meanwhile, the US M1 money supply, excluding savings deposits, is up to a record $8 trillion, representing ~18% of the world's total. Global liquidity is expanding. (graph)
  • @WarClandestine
  • @Rasmussen_Poll
  • @annvandersteel
Night Trading
  • Asian indices are +.75% to +1.75% on average.
  • Asia Ex-Japan Investment Grade CDS Index 65.0 -.5 basis point.
  • China Sovereign CDS 43.5 -.5 basis point.
  • China Iron Ore Spot 104.10 USD/Metric Tonne -.6%.
  • Swiss Franc/Offshore Chinese Renminbi Cross 8.85 -.02% 
  • Bloomberg Emerging Markets Currency Index 36.05 -.05%.
  • Bloomberg Global Risk-On/Risk Off Index 98.2 +1.2%.
  • US 10-Year Yield 4.16% +2.0 basis points. 
  • Japan 30-Year Yield 3.45% +2.0 basis points. 
  • Volatility Index(VIX) futures 17.2 -1.7%. 
  • Euro Stoxx 50 futures -.07%.
  • S&P 500 futures +.27%.
  • NASDAQ 100 futures +.43%.

BOTTOM LINE: Asian indices are higher, boosted by technology and commodity shares in the region. I expect US stocks to open modestly higher and to maintain gains into the afternoon. The Portfolio is 100% net long heading into the week.

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