Monday, March 09, 2026

Tuesday Watch

Around X:

  • @ZeroHedge
  • @CNBC
  • @redpillb0t
  • @MarioNawful
  • @Tarikh_Eran
  • Large chunks of Tehran just lost all their electricity. Based on the sound of Iranians in the video you can tell everyone is puzzled and shocked by what just happened. 
  • @BGatesIsaPsycho
  • @JohnBasham
  • @Osint613
  • @KanekoaTheGreat
  • NEW: The FBI has seized election records from Maricopa County, Arizona as part of an expanding federal probe into potential election irregularities. Agents obtained terabytes of voting data via grand jury subpoena from the Arizona Senate tied to its 2024 election, according to @jsolomonReports. "Every year, the House Administration Committee sends observers—one Democrat, one Republican—to various voting centers." "One of the teams, the Republican-Democrat team that went to Maricopa County, observed something very disturbing." "They took pictures. They wrote a long report." (video)
  • @amuse
  • @epsteinsearchin
  • @CollinRugg
  • JUST IN: Fox News' Laura Ingraham pressures Sen Ted Cruz to tell her why Sen Lindsey Graham is "coaching" Netanyahu "on how to lobby President Trump." Ingraham: The WSJ says Graham traveled several times to Israel in recent weeks... meeting with members of the country's intelligence agency, spoke with Netanyahu, coaching him on how to lobby President Trump for action... Cruz: Lindsey is passionate about defending America... Ingraham: This is something of a totally different level, is it not? Cruz: No. Actually, when it comes to the threat Iran poses, Lindsey agrees they pose a major threat to America... Ingraham: Our point is working with Netanyahu so closely to lobby President Trump, acting as an intermediary for a foreign country. Is that appropriate? (video)
  • @ImMeme0
  • @merlinscapital
  • @DiedSuddenly
  • @rawsalerts
  • @memeticsisyphus
  • This really is an all time photo. A protestor shouting about the pros of immigration is interrupted by an Islamic terrorist throwing a bomb jumping over him. (pic)
  • @iAnonPatriot
  • @DC_Draino
  • @KelleyAshbyPaul
  • @profstonge
  • @AutismCapital
  • NEW: Professor Jiang believes that Dubai is not coming back. "It's all been a mirage. They spent a lot of money creating this image of itself as a safe and secure place where you don't pay taxes, and you can make a lot of money, so put your money here, but guess what, just one ballistic missile has destroyed this mirage, and once the mirage is destroyed it's never coming back. We can expect billions of dollars to flee the GCC, especially the UAE over the next few weeks. (video)
  • @ChildrensHD
  • @DerrickEvans4WV
Night Trading 
  • Asian equity indices are +2.0% to +4.0% on average. 
  • Asia Ex-Japan Investment Grade CDS Index 76.25 -6.5 basis points.
  • China Sovereign CDS 45.0 -4.25 basis points.
  • China Iron Ore Spot 102.9 USD/Metric Tonne -.2%. 
  • Crude Oil 85.40/bbl. -9.9% 
  • Gold 5,185.4 USD/t oz. +1.6%. 
  • Swiss Franc/Offshore Chinese Renminbi Cross 8.86 +.03%.
  • Bloomberg Emerging Markets Currency Index 35.77 +.01%.
  • Bloomberg Global Risk-On/Risk Off Index 96.9 +.5%.
  • US 10-Year Yield 4.10% +1.0 basis point.
  • Japan 30-Year Yield 3.43% -4.0 basis points. 
  • Volatility Index(VIX) futures 23.1 +.6%.
  • Euro Stoxx 50 futures +1.6%. 
  • S&P 500 futures -.15%.
  • NASDAQ 100 futures -.08%.
Morning Preview Links

BOTTOM LINE: Asian indices are higher, boosted by technology and transport shares in the region. I expect US stocks to open mixed and to rally into the afternoon, finishing modestly higher.  The Portfolio is 50% net long heading into the day.

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