Sunday, March 01, 2026

Monday Watch

Around X:

  • @Business   
  • @Zerohedge
  • @CNBC
  • @Barron's 
  • Had bullish commentary on (AAL), (NOC) and (LMT).
  • @MarioNawful
  • @LauraLoomer. 
  • @Breaking911
  • @bubblemaps
  • @GenFlynn
  • @TheSCIF
  • @WallStreetApes
  • @BRICSinfo
  • @RenzTom
  • @SteveRob
  • @BGatesIsaPsycho
  • @JoeLang51440671
  • @NickSortor
  • @EmeraldRobinson
  • @DataRepublican
  • @DigilentDenizen
  • EPSTEIN LEASED HOME FROM US GOVERNMENT PREVIOUSLY OWNED BY IRAN GOVERNMENT. During her deposition, Maxwell revealed child trafficker Jeffrey Epstein leased his NY building from the US government who had seized it from Iran's government. Epstein moved the CIA IRAN CONTRA operation to Southern Air Transport company from Florida to Leslie Wexner's Victoria Secret. Imagine that. (video)
  • @Trade_The_News
  • @The_Real_Fly
  • @Libsoftiktok
  • WOW. Minnesota's spending on Autism Care went from $1 million in 2017 to $343 million in 2024 under Tim Walz’s watch. That's a 34,200% increase. This level of fraud is unbelievable. (pic)
  • @BBMagaMom
  • @SprinterPress
  • @SoveyX
  • It Was Never About Iran or Venezuela: It’s About Weakening China, and It’s Brilliant. China’s economic ascent is tethered to a critical vulnerability: its reliance on foreign oil. Importing over 70% of its oil, China depends heavily on a few key suppliers. This reliance creates a strategic opportunity for the U.S. By influencing Iran and Venezuela, two of the world’s top holders of oil reserves, the U.S. can exert direct or indirect influence over their trade partnerships, thereby tightening China’s energy supply. Key Points:
  • @EricLDaugh
  • @_whitneywebb
  • Carbyne, the Israeli intelligence linked (and probable front) company that Epstein helped fund and guide along with Ehud Barak and Peter Thiel, now runs and controls the 911 emergency systems throughout numerous states and counties in the US. Their initial software descriptions revealed that they harvest tons of data from phones that call into those 911 call systems and store that information, previously touting they would use it for pre-crime-style functionality. You may be outraged about the Epstein files and the Epstein cover-up, but you should also be investigating how nothing practical is being done to dismantle what Epstein helped build. This foreign company should be nowhere near essential US services, but it continues to rack up local contracts.
  • @ginamilan_
  • @nogps1
  • @TheInsrPaper
  • @Stealx
  • @OunkaOnX
  • @nogps1
  • @RealGeoEngWatch
  • @DocAhmadMalik
  • @ShaykhSulaiman
  • @RoyalIntel_
  • @KobeissiLetter
  • Current situation at the Strait of Hormuz: 1. A vessel off the coast of Oman has been attacked. 2. At least 250 ships have dropped anchors across the Middle East Gulf and coasts of Oman/UAE. 3. War risk insurers have submitted cancellation notices for policies on ships in the Strait of Hormuz. 4. Maersk is now suspending all shipments through the Strait of Hormuz. 5. Brent oil prices are trading up +10% over the counter. 6. Regional leaders warn US that $100/barrel oil is a “clear and present danger”. Insurance costs in the Strait of Hormuz are skyrocketing. (pic)
  • BREAKING: Iran has attacked an oil tanker named “Skylight” near the Straight of Hormuz. Maersk is now suspending all shipments through the Strait of Hormuz. (video) 
  • @Clashreport
  • @shanaka86
  • @Real_JamesWoods
  • @BreandonSrtaka
  • @FurkanGozukara
  • @Ted_macie
Night Trading
  • Asian indices are -1.75% to -.75% on average.
  • Asia Ex-Japan Investment Grade CDS Index 71.0 +2.75 basis points.
  • China Sovereign CDS 46.5 +3.25 basis points.
  • China Iron Ore Spot 98.4 USD/Metric Tonne -.01%.
  • Gold 5,366.5 USD/t oz. +2.3% 
  • Swiss Franc/Offshore Chinese Renminbi Cross 8.94 +.22%. 
  • Bloomberg Emerging Markets Currency Index 36.11 -.01%.
  • Bloomberg Global Risk-On/Risk Off Index 96.9 -1.5%.
  • US 10-Year Yield 3.98% +4.0 basis points. 
  • Japan 30-Year Yield 3.34% -1.0 basis point. 
  • Volatility Index(VIX) futures 21.7 +2.6%. 
  • Euro Stoxx 50 futures -1.5%.
  • S&P 500 futures -.74%.
  • NASDAQ 100 futures -.8%.

BOTTOM LINE: Asian indices are mostly lower, weighed down by airline and consumer discretionary shares in the region. I expect US stocks to open lower and to maintain losses into the afternoon. The Portfolio is 50% net long heading into the week.