Around X:
- @ZeroHedge
- US officials said that Iran had laid mines in the Strait of Hormuz. The Institute for the Study of War estimates that 10 mines had been laid: WSJ.
- *OMAN SAID TO EVACUATE SHIPS FROM MINA AL FAHAL OIL TERMINAL.
- Hundreds of drone attacks on Basij roadblocks and checkpoints across Iran. The scale is much larger than initial reports suggested.
- AG Bondi Moves To Secure Military Housing After Threats, Joining Other Trump Officials.
- Moody's Cuts New York City's Rating Outlook Despite Mamdani Protests.
- Oracle is confirmed cutting 20,000-30,000 jobs but sources inside are saying the real number is closer to 45,000. I'm hearing this isn't just about AI data center costs. Word is they've been running pilot programs with AI agents doing database administration work for 8 months. One source told me a team of 47 DBAs in Austin got replaced by 3 senior architects plus automated Oracle Cloud Infrastructure management...
- Iran has targeted a China-owned and flagged ship and scared another. What does this tell us? Iranian command-and-control is likely destroyed, and the IRGC is operating as autonomous cells, often taking cues from public statements by Iranian officials—some of whom have said Iran won’t target friendly ships (Chinese). The cells apparently didn’t get the message and are now attacking friendly vessels (Chinese, Iraqi, Omani) or whatever moves.
- Trump–Xi Summit Preview: What's At Stake.
- Oil Prices Jump, Stocks Dump As Oil Tanker Explodes In Persian Gulf, Hezbollah Hits Israel With Largest Missile Attack Of War.
- The App Store Accountability Act Is A Privacy Nightmare Disguised As Child Protection.
- *MORGAN STANLEY LIMITS REDEMPTIONS ON PRIVATE CREDIT FUND.
- Since the 2020 presidential election, Anthropic’s founders, board members and employees have made more than $200 million in political donations - 99.8 percent of which went to Joe Biden, Kamala Harris, Hillary Clinton and other Democrats. Now this “Institute” is supposed to offer reliable policy?
- Breaking: The main data center of Bank Sepah, Iran's largest bank, was attacked tonight. The bank pays the salaries to all regime forces.
- UAE has faced more than 3× the number of Iranian drones and missiles compared to Israel.
- Massive fires continue to burn into the night at the Port of Salalah in Oman, with the blaze caused by Wednesday’s drone attack against the port by Iran having now spread to most if not all oil tanks at the MINA Petroleum Facility. (video)
- Insane image from the bridge of a container ship arriving at the Port of Salalh in Oman earlier today, as flames engulf multiple port facilities and oil tanks at the MINA Petroleum Facility, resulting from several impacts by one-way attack drones launched by Iran.
- "Risk Of Attack Is Too High": US Navy Refuses To Provide Escorts To Ships Transiting Hormuz Strait.
- Credit & Crude Crack Bonds & Stocks, But Right-Tail 'Squeeze Risk' Remains.
- @CNBC
- CNBC Daily Open: Oil and trade tariff uncertainty rattle global markets.
- Thursday's big stock stories: What’s likely to move the market in the next trading session.
- Asia-Pacific markets set to fall as Iran war continues to fuel oil volatility.
- The U.S. will release 172 million barrels of oil from the Strategic Petroleum Reserve to help lower energy costs during the Iran war, Energy Secretary Chris Wright said Wednesday evening.
- Stock futures slip as traders watch oil prices, Iran war for effect on economy: Live updates.
- Trump admin to announce trade investigations, aimed at replacing IEEPA tariffs: Reports.
- Oracle's TikTok stake sits at just over $2 billion, filing shows.
- @MarioNawful
- BREAKING: Dubai's Creek Harbour hit. One of the city's newest waterfront developments, residential towers, hotels, the Dubai Creek Tower construction site. This is minutes from me, we felt the explosion. (video)
- Iran reportedly deployed suicide boats for the first time in this conflict, ramming two oil tankers near Basra in southern Iraq. One vessel belongs to a U.S. company. Drones. Missiles. Mines. UUVs. Now kamikaze speedboats. Iran is working through every weapon in its asymmetric arsenal. (video)
- @ShadowofEzra
- @epsteinsearchin
- Epstein tracked Jared Kushner in real time. Security clearance fights. Bailout attempts. Chief of staff rumors. 18 documents forwarded to jeevacation@gmail.com. Why was Epstein monitoring the president's son-in-law? (pic)
- FBI forced open Epstein's safe. Diamonds. Cash. CDs. Hard drives. A warrant issue made them leave. When they came back, it was empty. His accountant had staff pack it into suitcases. That man testifies today. (pic)
- Federal prosecutors wrote 162 pages of memos on Epstein co-conspirators they could charge. The corporate prosecution memo was "never discussed." Another memo "hasn't been discussed in three weeks." No one was charged. (pic)
- @nogps1
- Please help End This Crime. We are all very grateful to a group of lawyers @HorwitzLawFirm @RenzTom @NicolePearsonJD who have taken up the cause & need everyone's help to shut the Geoengineering programs down. Please submit photographs showing evidence to: http://thegeofight.com/the-fight.
- @TheSCIF
- Dominion Voting System's CEO lied multiple times during interviews on national television, and under oath in court about their machines and tabulators not being hooked up to the internet when they were, in fact, hooked up to the internet. They were also found to have wireless and remote access, parts directly from China, and connections to servers in other countries. Eric Coomer of Dominion was also filmed talking about their 3G and 4G internet capabilities in Mongolia. Why would they lie about their machines being hooked up to the internet if they had nothing to hide in the first place?
- @bennyjohnson
- Sen. Murkowski (R-AK) says she WON’T support the SAVE America Act as it is since it’d “disenfranchise an extraordinary majority” of rural Alaskans. She added, “While I support citizenship voting and voter ID, I want to make sure that it’s implementable.” (video)
- @truthbombprints
- Here is the list of GOP senators up for reelection in 2026. Most of them need to go. And this is generous calling 60% a passing Liberty score. (list)
- @FertilizerWeek1
- Around 47% of global #sulphur, 43% of #urea, 27% of #ammonia and 24% of #phosphate fertilizer global traded supply is at risk. The industry is in paralysis, and the full implications are not yet known. (graph)
- @VigilantFox
- REPORT: Florida is now barreling toward a digital ID system, and the countdown has already begun. In just 30 days, tech companies could be forced to verify the identities of millions of users, a move critics warn could quietly erase online anonymity across the state. For months, Governor Ron DeSantis publicly blasted digital ID, warning it would allow governments to control citizens and track their lives online. He even said such a system would “hit a brick wall in Florida.” Now Florida’s own law may be opening that door.
- @TrustDML
- The Save Act is dead. The GOP is jerking our chain. It has nothing to do w/ vote count or filibuster processes. It’s a concerted uniparty effort to END Trump; lose midterms, have him impeached, removed, and they hope MAGA dies. Anyone who disagrees is in denial. (video)
- @HustleBitch_
- ER NURSE WARNS FENTANYL IS NOW HIDING INSIDE VAPES — 19 YEAR OLD DEAD AFTER ONE PENCIL TIP SIZED HIT. An ER nurse speaking directly to the camera says he worked a rare overnight shift and treated a 19-year-old who had been vaping with friends. (video)
- @KobeissiLetter
- BREAKING: The FBI has warned police departments in California that Iran could launch a retaliatory attack at the US West Coast using drones, per ABC News. Details include: 1. The alert said that the FBI "recently acquired information" of a potential "surprise attack". 2. Iran "aspired" to do this using unmanned aerial vehicles from an unidentified vessel off the coast. 3. Targets are "unspecified" but expected to be in California. 4. A spokeswoman for the FBI office in LA declined to comment.
- @jeffreytucker
- @nicksortor
- BREAKING: Polling shows that a MASSIVE 84% of ALL VOTERS — including Democrat, Republican, and Independent — support requiring ID to vote. We've been saying this is an 80/20 issue, but it's getting closer to being a 90/10 ISSUE. @ScottPresler: "Anyone that is only for AMERICANS being registered to vote CANNOT be against the SAVE America Act!" (video)
- @disclosetv
- @silvertrade
- BREAKING - MASSIVE NON-NUCLEAR EXPLOSION IN QOM, IRAN. Lots of X posts claiming the US/ Israel has NUKED Iran, but this is NOT a nuclear explosion. It appears to be a 30,000lb GBU-57A/B Massive Ordnance Penetrator (MOP). (video)
- @OcrazioCornPop
- RINO FLIP FLOP: Cornyn’s staff wrote in his NY Post op-ed TODAY (March 11): “After careful consideration, I support whatever changes to Senate rules that may prove necessary for us to get the SAVE America Act and homeland security funding past the Democrats’ obstruction, through the Senate, and on the president’s desk for his signature.” But when asked directly TODAY to his face about the flip-flop: Reporter: “You previously said nuking the filibuster would be taking a wrecking ball to Senate rules. Is that no longer true?” Cornyn: “Um, I said I’d be open to reform..." Reporter: “What would you say to those who say you just changed your mind to win the president’s endorsement?” Cornyn: “I’d say, uh, that’s not true. Go away!” (puts hand over the camera) Classic Cornyn. (video)
- @WallStMav
- JUST IN: Massive solar panel farm in Indiana destroyed by storms. Indiana is a red state, yet its leaders have allowed Green New Deal policies. Now, toxic chemicals from the broken panels will poison the soil, making it unusable. The end result of solar farms is low energy, no soil, and higher energy costs for residents. Why is any red state allowing them? (video)
- @EnergyAbsurdity
- GAS LINES IN CHINA - Grok has verified that the video below is real: Thousands of Chinese drivers lining up at gas stations to fill their tanks before major price increases go into effect. This is what things looked like in the US lduring the oil shocks of 1973 and 1979 when gas was rationed and drivers could only gas up on alternate days based on the last number on their car's license plates. This is what US drivers no longer have to worry about thanks to the #Shale Revolution and #Trump #EnergyDominance agenda. Be grateful. (video)
Night Trading
Morning Preview Links
BOTTOM LINE: Asian indices are lower, weighed down by financial and transport 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 day.
- Asian equity indices are -1.25% to -.25% on average.
- Asia Ex-Japan Investment Grade CDS Index 80.0 +5.5 basis points.
- China Sovereign CDS 48.25 +3.5 basis points.
- China Iron Ore Spot 105.4 USD/Metric Tonne +1.2%.
- Crude Oil 93.40/bbl. +7.0%
- Gold 5,173.3 USD/t oz. -.1%.
- Swiss Franc/Offshore Chinese Renminbi Cross 8.80 -.07%.
- Bloomberg Emerging Markets Currency Index 35.73 -.09%.
- Bloomberg Global Risk-On/Risk Off Index 97.6 -.1%.
- US 10-Year Yield 4.23% unch.
- Japan 30-Year Yield 3.47% +2.0 basis points.
- Volatility Index(VIX) futures 23.9 +4.0%.
- Euro Stoxx 50 futures -.55%.
- S&P 500 futures -.81%.
- NASDAQ 100 futures -.81%.
BOTTOM LINE: Asian indices are lower, weighed down by financial and transport 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 day.
No comments:
Post a Comment