Tuesday Watch

Around X:

• @ZeroHedge

• *MICRON TO INVEST $24B OVER 10 YEARS IN SINGAPORE NAND PLANT. *MICRON: WAFER OUTPUT SCHEDULED TO BEGIN IN 2H OF CALENDAR 2028. 
• Winter Storm Fern To Lower Q1 GDP By 0.5% To 1.5%. 
• Software has never been more bombed out.
• Keep an eye on this one. Rep. Kevin Hern just sold off his entire $500,000 position in United Health $UNH. His note in the filing was "Sell to close". Hern sits on the House Subcommittee on Health. UNITEDHEALTH SINKS MORE THAN 9% ON MEDICARE RATES REPORT. WHITE HOUSE PLANS FLAT RATES FOR MEDICARE INSURERS IN 2027: WSJ. Good sale Kevin Hern, who sits on the House Subcommittee on Health. (pic)
• Why Bitcoin's Failing Its Role As A 'Safe Haven' Versus Gold.
• HOLY CRAP! Extreme cold for Florida on Sunday, with wind chills as low as 5 DEGREES.
• China hacked Downing Street phones for years.
• *TRUMP CONSIDERING CAP ON STATE FUEL TAX: NY POST.
• 'Enough Of Washington's Orders' - Venezuela's Interim President Tells Populace.
• *DHS HAS SUSPENDED BOVINO’S ACCESS TO SOCIAL MEDIA ACCOUNTS: CNN. *CNN CITES SOURCE FAMILIAR ON BOVINO'S SOCIAL MEDIA ACCOUNTS.    
• How did Ilhan Omar make millions from a 100% fake winery? This is insane. We investigated. Check this out… Illhan Omar lists a California winery on her financial disclosures. You can see them below. The winery name is ‘eStCru LLC.’ In 2023 it was valued at $15k. In 2024 it was valued at $5 Million (!!!) This must be a very successful winery to grow that much in value over one year. Except… the winery does not even exist: - No phone line - No physical winery - Social media gone dark - A barely functional ‘website’ - No wine lol What is this?!... (video)
• Trump Threatens To Raise Tariffs On South Korean Goods To 25%; Won Slides.
• Goldman Sachs 2026 US Economic Outlook.
• IRGC Has 'Finger On The Trigger' As US Carrier Strike Group Enters Waters Near Iran.
• Three red flags: JPY risks, VIX shorts, Silvergeddon.  
• Ignoring Geopolitical Risk?
• Appeals Court Denies DOJ's Bid To Arrest More Minnesota Church Protesters.
• A Year After Pardons, Freed January 6 Political Prisoners Tell Their Stories.
• BREAKING — AFL just sued HHS, CMS, and HRSA to expose a Biden-era DEI program that injects RACE into life-and-death organ transplants. Race has no place in deciding who lives and who dies.   
• Ashli Babbitt? They didn’t just defend the shooting, they turned her killer into a hero and have mocked her death for five straight years. Their hypocrisy is so loud and rancid it makes their obnoxious red whistles seem quiet. This isn’t “politics.” This is a communist insurgency, carried out by ppl who openly worship the ideology of Karl Marx and want to eliminate everyone to the right of him. They don’t care about life or “innocent victims.” They care about power, and they will justify any amount of bloodshed to get it. Accept where we are. It is not going to be pretty. Do not be manipulated by their narcissistic, emotional-blackmail warfare. The only way is through. 
• 'Sell America'? Everything Rips As Dollar Dips Amid 'Snow Day'. 

• @CNBC

• Microsoft's plans for 15 more data centers win approval at former Wisconsin Foxconn site.
• Meta to test premium subscription plans for Instagram, Facebook and WhatsApp. 
• CNBC Daily Open: Trump turns tariff pressure back on South Korea — but markets are focused on Big Tech earnings.
• Tuesday's big stock stories: What’s likely to move the market in the next trading session.
• Asia-Pacific markets set for mixed open as Trump takes aim at South Korea.
• S&P 500 futures are little changed after index rises ahead of this week’s Big Tech earnings: Live updates.

• @GenFlynn

• If the WH surrenders to these type activities being run by state officials to undermine and place in danger the safety and security of the citizens of their own state, shame on the WH. Once we surrender to the actions of the left because we don’t like the negative media, there will be no turning back. The victory will be to the rising radicalized left wing political movement here in America. Reminder: “Fight, Fight, Fight”.@realDonaldTrump.
• Yes you @BarackObama (3rd term) and you @JoeBiden just disgusting! This is what people need to be reminded of every single day! Never Forget Illegal Aliens Sold, Raped, Murdered and Trafficked Children to cross our border illegally for four (4) years under Joe “auto-pen” Biden’s Administration! ~500K unaccompanied. ~300K missing!!! Thank you @RealTomHoman for recovering tens of thousands to date!
• Actions have consequences, and history shows they are never accidental. What we are witnessing follows the well-documented playbook of a color revolution to include engineered division, psychological and information warfare, lawfare used as a weapon, and coordinated pressure campaigns designed to exhaust the public and fracture institutions from within. This is deliberate, organized, and strategic. The solution is lawful, decisive leadership. The Constitution provides clear authority to restore order when coordinated efforts overwhelm state and local governments. @POTUS has a duty to protect the nation and its citizens. It is time to demand that the President address the nation, invoke the Insurrection Act, enforce the rule of law and restore safety and stability. Things will get worse before they get better. 

• @RenzTom

• RECORD THIS — IT HAD TO BE SAID. I directly questioned the President about two issues millions of Americans are deeply concerned about but are never allowed to openly debate: What's being sprayed in our skies? Why is mRNA technology still being promoted despite mounting injuries and deaths? This isn't partisan. This isn't "anti-science." This is a citizen demanding accountability from those in power. "I'm asking as someone who wants to back the President..." When even supporters are sounding the alarm, maybe the problem isn't the question—maybe it's the silence. History will not be kind to those who ignored warnings. And it will be even harsher to those who censored them. (video)

• @TheSCIF

• A.I. and computer vision experts found that the 2020 election machine's registrar that scans the ballots to verify the signatures was lowered 60%, which then only required a 40% match to "pass" the ballots on the signature test. They also lowered the standard 200 DPI minimum requirement that scans the ballot far below the 200 DPI minimum requirement. The only reason you would EVER lower the standards to detect fraud is to commit fraud. (video)

• @ShadowofEzra

• The United Kingdom has announced its largest nationwide rollout of AI facial recognition cameras ever. Facial recognition technology and police AI systems will now be used to monitor and control society. This is why mass migration and crime were allowed to surge, so they could complete their surveillance state. (video)
• Mr. Beast is now being labeled the new Bill Gates as he encourages children to buy and eat lab-grown meat, the same concept promoted by the World Economic Forum. 

• @nicksortor

• MAJOR BREAKING: Gregory Bovino has now been RELIEVED OF DUTY as Commander at Large of the U.S. Border Patrol, I’ve exclusive learned. This is BS! Trump must reverse this NOW! Bovino put his life on the line EVERY SINGLE DAY pushing for mass deportations across the country, going head to head with leftists and reminding THEM who’s boss. His family’s been on lockdown for MONTHS, and despite the CONSTANT death threats, he’s STILL in public leading his men every single day. DO NOT COWER TO THE DEMOCRATS, PRESIDENT TRUMP! BACK BOVINO! (video)

• @DataRepublican

• BREAKING: SIGNALGATE DONORS LIST AVAILABLE FOR DOWNLOAD; POLITICIANS + FOREIGN LEADERSHIP CONFIRMED? In one of the files revealed by @camhigby , a resources file directs people with money to a website, Stand with Minnesota, which in turns directs donors to a campaign ran by Tending the Soil on Chuffed. More about Tending the Soil later. What to know: the campaign is hosted by Chuffed and the first donation came from Jonny Soppotiuk, a Canada-based community organizer who is part of Chuffed leadership and specializes in fundraising. He is most likely a central figure in raising money. So, yeah. Starting to look like foreigners are playing a key role in all of this. That's not all. I've put together a spreadsheet of 4000+ donors and their possible identities.

• @OcrazioCornPop

• RINOS FOR REFUGEES: 192 House "Republicans" voted for $5 BILLION in REFUGEE WELFARE funding AFTER MASSIVE FRAUD was exposed! While Americans struggle, "Republicans" are funding endless giveaways to legal and illegal aliens. Only 24 real conservatives voted NO on this swampy spending spree in H.R. 7148. Is your Rep on the list of 24 fighters who voted NO:

• @PeterSweden7

• Britain is now giving the green light to 15 minute cities. Oxford city will be divided into six zones. Drivers must apply for a permit that grants a ration of 100 free travel days between the zones. Those exceeding their driving limit will be fined. Tyranny is here. And the idea of a 15 minute city is nothing new. It comes from the Soviet Union where they called it a "micro district".

• @JakeCan72

• Jesse Kelly drops a nuke: “The Democrat Party doesn’t survive without taxpayer money, loose election rules, and mass migration. It’s a 20% party without those things.” The unholy trinity: 1.Taxpayer cash. 2.Loose election rules. 3.Mass migration. That’s the entire operation. Watch the clip. Where’s he wrong? (video)

• @DC_Draino

• Step 1 - Go to China dozens of times and establish connections with communist government. Step 2 - Get elected Governor of Minnesota, import 3rd world immigrants, and use them as money laundering machines. Step 3 - Funnel billions back into Democrat bribes, non-profits, and PACs via straw donors with ActBlue. Step 4 - Get picked as VP candidate as your reward for pumping cash into the Marxist movement. Step 5 - Enact Minnesota Marxist machine across entire country. We thankfully stopped this evil plan at Step 4, exposed their billions in money laundering, and now Tim Walz is using his staff to organize violent riots across the state to distract. When he’s indicted, he will say it’s just political retribution for the ICE protests. Marxists never give up when they’re caught. They just get more violent.

• @FinanceLancelot

• Black Rock's Larry Fink now leads the World Economic Forum (WEF) and BlackRock's Rick Rieder will now control the Federal Reserve. If they're implementing a global Technocracy economic system, these are the people who you'd want in control.

• @CynicalPublius

• Recently revealed Signal chats show that this felonious paramilitary operation to disrupt ICE operations is being formally coordinated with Minnesota's Lieutenant Governor and other elected state officials. This is a criminal conspiracy of immense and troubling magnitude that reaches all the way to the Minnesota Statehouse.

• @GuntherEagleman

• This woman nails it while Legacy media ignores it. “Did you guys hear about the illegal immigrant that was arrested in Georgia yesterday for brutally raping an 11-year-old girl at knifepoint and forcing her ten year old little sister to watch after breaking into their bedroom? Hmm, probably not, because you dumbasses have been so stuck on the five year old that was supposedly detained by ICE that with a 30 second Google search, you would have figured out that his dad actually ran and abandoned him and ICE wasn't going to leave a five-year-old by himself. (video)

• @C_3C_3

• Well well well… Lieutenant Governor Peggy Flanagan has been caught in the Signal Chats coordinating with terrorist organization Antifa against the Federal Government. This goes all the way to the top of Walz’s Administration. This is an insurrection. This is treason.

• @GoodAMLiberty

• This month, Republicans have: -Continued Biden's Covid Era Kill Switch for new vehicles. (This will be used against you) - Fully funded the Education Department ($80B+) and worked with Democrats to prevent Trump from diverting the money to other agencies. But that's not all. + $5B for refugees & asylees- the gateway slush fund for much of the fraud Republicans have complained about. + Continued funding a major censorship agency (CISA). CISA worked with the FBI on censoring Hunter Biden's laptop, and was used to censor Republicans on social media just a few years ago. + Reversed DOGE cuts to censorship and propaganda NGO National Endowment for Democracy (NED) + Reversed DOGE cuts to NIH funding. The list goes on..

Night Trading 

• Asian equity indices are +.5% to +1.25% on average. 
• Asia Ex-Japan Investment Grade CDS Index 65.0 unch.
• China Sovereign CDS 41.5 -.25 basis point.
• China Iron Ore Spot 103.6 USD/Metric Tonne +.02%. 
• Gold 5,103.3 USD/t oz. -.37%. 
• Swiss Franc/Offshore Chinese Renminbi Cross 8.96 +.15%.
• Bloomberg Emerging Markets Currency Index 36.3 -.02%.
• Bloomberg Global Risk-On/Risk Off Index 101.0 +.7%.
• US 10-Year Yield 4.22% +1.0 basis point.
• Japan 30-Year Yield 3.69% +6.0 basis points. 
• Volatility Index(VIX) futures 18.2 -.7%.
• Euro Stoxx 50 futures +.27%. 
• S&P 500 futures +.23%.
• NASDAQ 100 futures +.48%.

Morning Preview Links

BOTTOM LINE: Asian indices are modestly higher, boosted by technology and industrial 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 day.