Sunday, December 28, 2025

Monday Watch

Around X:

  • @Business   
  • @Zerohedge
  • @CNBC
  • @WSJ.com
  • @MarioNawful
  • @ShadowofEzra
  • @GenFlynn
  • @TheSCIF
  • @TaraBull
  • @XFreeze
  • You literally can’t find a single mainstream article about the Minnesota fraud... Not even one... How is it that a simple guy with a camera can uncover over $110,000,000 in fraud in a single day, but giant billion‑dollar media organizations behind the glass doors somehow “miss” it for years? It’s not that they couldn’t find it. It’s that they wouldn’t They are desperate to bury this, protect their ideological allies, and smear anyone who exposes how rotten the system is with “it’s not as bad as it looks” think‑pieces or by turning it into a race‑based narrative to shut people up. This is as clear as it gets in broad daylight The story isn’t just the fraud... The story is the massive cover‑up.... (pic)
  • @lsferguson
  • @Real_RobN
  • @RenzTom
  • @Peoples_Pundit
  • @amuse
  • @DataRepublican
  • @ScottPresler
  • @ValerieAnne1970
  • @redpilldispensr
  • @ToscaAusten
  • @Highway_30
  • @realdefender45
  • @Sassafrass_84
  • @KariKake
  • Watch and share. This used to get you banned & your account cancelled. Not anymore, thanks to @elonmusk. (video)
  • @C_3C_3
  • @JovanHPulitzer
Night Trading
  • Asian indices are unch. to +1.0% on average.
  • Asia Ex-Japan Investment Grade CDS Index 64.5 unch.
  • China Sovereign CDS 43.75 unch.
  • China Iron Ore Spot 106.10 USD/Metric Tonne +1.4%.
  • Swiss Franc/Offshore Chinese Renminbi Cross 8.88 +.01% 
  • Bloomberg Emerging Markets Currency Index 36.18 -.08%.
  • Bloomberg Global Risk-On/Risk Off Index 98.2 +.9%.
  • US 10-Year Yield 4.14% +1.0 basis point. 
  • Japan 30-Year Yield 3.40% unch. 
  • Volatility Index(VIX) futures 16.8 -.1%. 
  • Euro Stoxx 50 futures +.24%.
  • S&P 500 futures -.06%.
  • NASDAQ 100 futures -.08%.

BOTTOM LINE: Asian indices are mostly higher, boosted by technology and consumer discretionary 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 week.

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