Sunday, February 22, 2026

Monday Watch

Around X:

  • @Business   
  • @Zerohedge
  • @CNBC
  • @MarioNawful
  • @TheSCIF
  • @WallStreetApes
  • @TheEpsteinFiles
  • @LaraLogan
  • @RenzTom
  • @annvandersteel
  • @BGatesIsaPsycho
  • @sayerjigmi
  • The real finding isn't that Gates engineered pandemics for profit. It's simpler — and more troubling. Global health governance: who declares emergencies, who procures vaccines, who controls the surveillance networks — was shaped by unelected private actors, through vehicles designed to avoid transparency, with a convicted sex offender as central intermediary. Project Molecule: five layers of private governance. No parliamentary oversight. No FOIA. Designed to operate "permanently, privately, and across sovereign borders." [Part 2 in my 7-part series: https://sayerji.substack.com/p/inside-project-molecule-how-jpmorgan] You don't need to believe in "conspiracy" to find this alarming. Convergent incentives with no accountability is its own kind of problem. (pic)
  • @toobaffled
  • @DataRepublican
  • @sentdefender
  • @Trump_Fact_News
  • @UpdateLineX
  • @redpillb0t
  • @BradCGZ
  • @GuntherEagleman
  • @Chicago1Ray
  • @GordonGChang
  • @allenanalysis
  • @TonySeruga
  • @ArturoVill7
  • @FxHedgers
  • EXCLUSIVE: EPSTEIN HID SECRET FILES IN STORAGE UNITS ACROSS US. Jeffrey Epstein hid computers and photographs from United States authorities in secret storage lockers across the country, The Telegraph can reveal. Documents uncovered by this newspaper show the pedophile paid private detectives to remove equipment from his Florida home in an apparent attempt to prevent investigators from finding it.
  • @amuse
  • @CodeByPoonam
Night Trading
  • Asian indices are unch. to +1.0% on average.
  • Asia Ex-Japan Investment Grade CDS Index 67.0 +.75 basis point.
  • China Sovereign CDS 43.25 unch.
  • China Iron Ore Spot 95.4 USD/Metric Tonne +.02%.
  • Gold 5,184.5 USD/t oz. +2.0% 
  • Swiss Franc/Offshore Chinese Renminbi Cross 8.92 -.1%. 
  • Bloomberg Emerging Markets Currency Index 36.20 +.06%.
  • Bloomberg Global Risk-On/Risk Off Index 99.9 -.3%.
  • US 10-Year Yield 4.08% n/a. 
  • Japan 30-Year Yield 3.34% n/a. 
  • Volatility Index(VIX) futures 20.8 +2.6%. 
  • Euro Stoxx 50 futures -.47%.
  • S&P 500 futures -.74%.
  • NASDAQ 100 futures -.93%.

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