Sunday, March 29, 2026

Monday Watch

Around X:

  • @Business   
  • @Zerohedge
  • @CNBC 
  • @MarioNawful
  • @wideawake_media
  • @KobeissiLetter
  • @TheSCIF
  • @WallStreetApes
  • @A_M_R_M1
  • @ShadowofEzra
  • @EthanLevins2
  • @EricLDaugh
  • @Osint613 
  • @FinanceLancelot
  • @MegynKellyShow 
  • @Osinttechnical
  • @mattvanswol
  • @chrismartenson
  • @RealBrittHughes
  • @Gaurab
  • @BRICSinfo
  • @pepesgrandma
  • @mitchellvii
  • @shanaka86
  • @TFTC21
  • @rawsalerts
  • @JimFergusonUK
  • @amuse
  • @ShaykhSulaiman
  • @MazeLove14
  • @OCOCReport
  • @DropSiteNews
  • @HealthRanger
  • @EvanLuthra
  • WHAT META JUST DROPPED IS MORE DANGEROUS THAN ANYTHING OPENAI HAS EVER BUILT!!!!! while everyone was losing their mind over Claude Mythos.. Meta dropped something that nobody noticed.. they built an AI called TRIBE v2.. it's basically a digital copy of your brain.. you show it a video, a sound, a sentence.. and it already knows how your brain is going to react.. 70,000 different parts of your brain.. blood flow, oxygen, everything.. they trained it on 1,000 hours of brain scans from 700 real people lying inside MRI machines.. it doesn't read your thoughts.. it does something worse.. it knows what's going to make you feel something before you even feel it.. think about that for a second.. (video)
  • @Fxhedgers
Night Trading
  • Asian indices are -2.75% to -1.25% on average.
  • Asia Ex-Japan Investment Grade CDS Index 94.0 +3.5 basis points.
  • China Sovereign CDS 54.75 +2.0 basis points.
  • China Iron Ore Spot 106.2 USD/Metric Tonne +.2%.
  • Crude Oil 102.9/bbl. +3.3%
  • Gold 4,497.7 USD/t oz. -.6% 
  • Swiss Franc/Offshore Chinese Renminbi Cross 8.67 -.21%. 
  • Bloomberg Emerging Markets Currency Index 35.27 -.08%.
  • Bloomberg Global Risk-On/Risk Off Index 99.1 -1.4%.
  • US 10-Year Yield 4.40% -2.0 basis points. 
  • Japan 30-Year Yield 3.75% +3.0 basis points. 
  • Volatility Index(VIX) futures 28.7 +.7%. 
  • Euro Stoxx 50 futures -1.3%.
  • S&P 500 futures -.44%.
  • NASDAQ 100 futures -.52%.

BOTTOM LINE: Asian indices are sharply lower, weighed down by transport and technology shares in the region. I expect US stocks to open lower and to maintain losses into the afternoon. The Portfolio is Market Neutral heading into the week.

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