Sunday, January 11, 2026

Monday Watch

Around X:

  • @Business   
  • @Zerohedge
  • @CNBC
  • @MarioNawful
  • @GenFlynn
  • @TheSCIF
  • @WallStreetApes
  • @TomFitton
  • BREAKING: @FBI leadership fired no more than 138 employees ("other separations") since January 20, 2025, according to official OPM data. Of the 3,063 FBI employees who left FBI employment since President Trump came back to office, most retired (872) or quit (980). The FBI has about 35.3k employees total. (pic)
  • @RenzTom
  • @mirti55453
  • @akafaceUS
  • @GuntherEagleman
  • @ElonMusk
  • “𝙒𝙝𝙮 𝙞𝙨𝙣’𝙩 𝙎𝙤𝙧𝙤𝙨 𝙗𝙖𝙣𝙣𝙚𝙙 𝙛𝙧𝙤𝙢 𝘼𝙢𝙚𝙧𝙞𝙘𝙖?” This question pops up in my comments a lot. The answer is simple: Republicans and Democrats work with him. The references I found were not from some random academic journal. Over 30 direct mentions of Soros or his NGOs appeared in the Journal of Democracy. It's the flagship journal of the National Endowment for Democracy (NED), the same organization featured prominently in that widely circulated "Uniparty NGO" network diagrams below. NED is a U.S. government-funded outfit. It includes currently sitting members of Congress on its board... from both parties, not just former officials. Soros’s involvement is deep. -@DataRepublican. Soros bribes both sides
  • Same professional protestor found at 100 different protests. (video)
  • @DragonSword778
  • @FFT1776
  • @RyanRRozbiani
  • Massive Protests in Israel Against Netanyahu. Time for a Regime Change in Israel, send Netanyahu to Florida. For another week, hundreds of Israelis gathered at Habima Square to protest against Prime Minister Benjamin Netanyahu and the government, demanding judicial reform. (video)
  • @EricLDaugh
  • @MagaStormX
  • @DansForSenate
  • @kate_p45
  • @ClayTravis
  • @MarkLynchSC
Night Trading
  • Asian indices are unch. to +1.0% on average.
  • Asia Ex-Japan Investment Grade CDS Index 64.75 unch.
  • China Sovereign CDS 41.0 +.25 basis point.
  • China Iron Ore Spot 109.2 USD/Metric Tonne +.7%.
  • Gold 4,589.2 USD/t oz. +2.0% 
  • Swiss Franc/Offshore Chinese Renminbi Cross 8.73 -.16%. 
  • Bloomberg Emerging Markets Currency Index 36.09 +.01%.
  • Bloomberg Global Risk-On/Risk Off Index 100.9 -.3%.
  • US 10-Year Yield 4.17% n/a. 
  • Japan 30-Year Yield 3.42% n/a. 
  • Volatility Index(VIX) futures 18.1 +1.4%. 
  • Euro Stoxx 50 futures +.02%.
  • S&P 500 futures -.5%.
  • NASDAQ 100 futures -.74%.

BOTTOM LINE: Asian indices are mostly higher, boosted by technology and industrial shares in the region. I expect US stocks to open modestly lower and to rally into the afternoon, finishing mixed. The Portfolio is 75% net long heading into the week.

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