Wednesday Watch

Around X:

• @Business  

• Canada’s chief trade negotiator to the US said she wants to see “some mutuality” from Washington in recognition of “significant” concessions it’s made to address Trump’s grievances, as a review looms for the US-Mexico-Canada Agreement. 
• The Gates Foundation said it is awaiting findings from a review of its past interactions with Jeffrey Epstein amid public scrutiny of co-founder Bill Gates’ ties to the disgraced financier.
• Anthropic's Mythos has been accessed by a small group of unauthorized users, raising questions about control of the AI model. 
• Get up to speed on what's moving global markets.
• Here’s what you need to know to start your day.  

• @ZeroHedge

• Conservative-Targeting SPLC Indicted By Trump DoJ For Fraudulently Funding KKK & Other Extremist Groups.
• The SPLC was simultaneously funding violent extremists, raising money to fight those extremists, and advising law enforcement on how to arrest those extremists. Insane corruption.
• WOW! Acting AG Todd Blanche reveals the Biden regime actually CLOSED the investigation into the Southern Poverty Law Center — even though they were PAYING people to stage "HATE CRIMES". The Biden regime was DIRECTLY INVOLVED in the coverup! Biden DOJ officials KNEW! (video)  
• DOJ just unsealed an 11-count indictment against the SPLC for allegedly funneling MILLIONS to individuals linked to the Ku Klux Klan and other extremist groups. The same SPLC that AFL exposed worked with Biden’s DOJ to TRAIN federal prosecutors on prosecuting hate crimes. 
• 'Eliminating Energy Blockade Top Priority' As Cuba Confirms Direct Talks With US.
• FBI Officially Investigating Reports Of Deaths, Disappearances Of US Scientists.
• Goldman Answers 10 Critical Questions On The Roundtrip Across Assets Around The Middle East War.
• On my personal behalf and on behalf of Field Marshal Syed Asim Munir, I sincerely thank President Trump for graciously accepting our request to extend the ceasefire to allow ongoing diplomatic efforts to take their course. With the trust and confidence reposed in, Pakistan shall continue its earnest efforts for negotiated settlement of conflict. I sincerely hope that both sides will continue to observe the ceasefire and be able to conclude a comprehensive ‘Peace Deal’ during the second round of talks scheduled at Islamabad for a permanent end to the conflict.
• A Reckoning Is Underway At The FDA.
• Whistleblower Says CIA Hid 2020 Election Threats To Help Biden.
• Israeli Soldiers In Lebanon Who Sledgehammered Statue Of Jesus Arrested As Bibi Does Damage Control.
• Trump extends Iran ceasefire "upon request of Pakistan", will continue naval Blockade.
• *ADOBE ANNOUNCES NEW $25B STOCK BUYBACK PROGRAM.
• *UNITED AIRLINES 1Q FUEL EXPENSE INCREASES $340M Y/Y.
• Hezbollah accuses Israel of breaching the ceasefire more than 200 times : AP. 
• Warsh Worries & Tehran Tensions Trigger Oil Pump, Stocks Slump, Gold Dump.         

• @CNBC 

• Asia-Pacific markets set to fall as Trump extends Iran ceasefire but uncertainty drags on.
• Wednesday's big stock stories: What’s likely to move the market in the next trading session.
• Stock futures rise after Trump extends ceasefire with Iran: Live updates.
• Stocks making the biggest moves after hours: Adobe, United Airlines, Capital One and more.

• @bennyjohnson

• Congressman Says UFO Scientist Mysteriously Found DEAD Was Hit With a Directed Energy Weapon by Deep State WHAT!? Eskridge was a 34-year-old aerospace researcher. She committed suicide in 2022 after being deeply involved in developing antigravity technology — work she publicly said led to threats and sabotage against her. "Amy Eskridge was clearly distraught. She was telegraphing to friends and family that she was being harassed. She engaged the services of a former British intelligence officer who was investigating the harassment or the strange things that were happening to her." "They were able to determine that she was the victim of what others call the Havana Syndrome, which we now know is the result of a directed energy type weapon using microwave energy. This is well-documented." (video)

• @BGatesIsaPsycho

• Oxford, UK will be the first ever Official WEF 15 Minute City. The zones have already been drawn up, roads closed off, barriers installed, AI driver surveillance cameras are up. Residence have already been asked to apply for their permits to leave their zone. Seriously, this is happening. (map)

• @RenzTom

• Why does Trump keep endorsing the biggest and worst RINOs in the country while attacking the most MAGA republicans? Seems like a fair question MAGA and MAHA should be asking.

• @JamesOKeefeIII

• BREAKING NEWS: Top U.S. Nuclear Chief Caught LEAKING Sensitive National Security Information to Stranger, Reveals Army Chemist Was Exposed to U.S. Chemical Nerve Agent, Confirms U.S. Strike Killed Children in Iran, Discloses U.S. Plans to ‘Kill Iran’s New Supreme Leader’. “If he [Mojtaba Khamenei] doesn't change his ways, yeah, they're [United States] going to kill him.” (video) 

• @nicksortor

• BREAKING: Acting AG Blanche and FBI Director Patel announce a grand jury has INDICTED leftist NGO Southern Poverty Law Center on 11 COUNTS. This is MASSIVE! SPLC said they were "fighting white supremacy," but they were "MANUFACTURING the extremism it purports to expose" by PAYING sources to "stoke racial hatred," per Acting AG Blanche. Best part? They've been charged in the Middle District of Alabama! They're SCREWED! SPLC has been hit with SIX counts of wirefraud, four counts of bank fraud, and one count of conspiracy to commit money laundering. (video)
• Polls in Virginia have been closed for an ENTIRE HOUR, and not a SINGLE VOTE has been reported in the deep state HQ of America: Fairfax County. Coincidence? Of course not. It’s the same game every time. 

• @ABridgen

• Gas pipeline explodes in Haripur , Pakistan: - 8 dead (including children), massive fireball engulfs homes. Energy infrastructure is burning worldwide. Are you still a coincidence theorist ? Time to wake up and smell the burning oil and gas all over the World. (video)

• @DefiantLs

• This is way too accurate. (video)

• @HustleBitch_

• PALANTIR JUST CALLED FOR MANDATORY MILITARY SERVICE FOR EVERY AMERICAN — THIS IS HOW THEY TAKE CONTROL. Palantir, a surveillance company wired into U.S. intelligence and sitting on $2B+ in government contracts, just published a 22-point manifesto. And one line hits like a warning: “National service should be a universal duty.” Not optional. Not volunteer. Mandatory. Everyone. But that’s just the surface. Because when you read all 22 points together, it stops sounding like ideas and starts sounding like a system: (video)

• @DataRepublican

• THREAD: The true reason Pete Hegseth is being targeted is because he's standing between President Trump and a coup. @PeteHegseth named the institutions... CFR, Brookings, the general class... in 37 seconds in a video by @Liz_Wheeler . Within 72 hours of his nomination, a color revolution planning document cited him as an insider threat. They didn't go after him because of drinking. They didn't go after him because of women. They went after him because every color revolution manual ever written says the same thing: you cannot topple a government unless the security forces defect. And a loyal Secretary of Defense is the one person who makes sure they don't. I have the receipts. Their own documents. Their own training sessions. Their own words on camera. As always, patience as I pull together the thread. (video)

• @EricLDaugh

• WOW. It's being reported that some of Sen. Mike Lee's GOP colleagues want him to STOP PUSHING for the SAVE America Act, and to keep the pressure off John Thune. “Why are we carrying on with this charade?" one GOP senator candidly told Punchbowl OF COURSE they want @BasedMikeLee to stop talking about it. Delay, delay, delay, until it's TOO LATE to even be enforced for the midterms. 'We'll try again next time.' DON'T LET UP! The only acceptable outcome = SAVE America Act becomes law. (video)
• WATCH: The people of Peru are STORMING the streets because of possible major election fraud in the presidential race. It's been over ONE WEEK and they still don't have hard results for the first round. Every country must secure their elections! (video)

• @ImFiredUp2

• I think it’s time we stop yelling AT @LeaderJohnThune To pass the Save America Act. He doesn’t care. I think it’s time we bring about accountability to the 53 Republican Senators that are allowing Thune to slow roll the Save America Act in the Senate. We Only need 5 to call for the meeting to hold a vote to remove him as Leader. GET THIS DONE YOU ARE ALL CULPABLE!! (video)

• @mattvanswol

• #BREAKING: An absolutely MASSIVE wildfire has broken out in Brantley County GA. Two schools were forced to evacuate their students after the wildfire grew to over 1,000 acres. Please pray for these people and our firefighters!!! (video)

• @JackDangerLIVE

• Fellow truth-seekers, I’ve been documenting this for years, and the evidence is now OVERWHELMING. They call ‘em “contrails”? Nah — these are CHEMTRAILS: deliberate aerosol sprays of toxic heavy metals to control the weather, dim the sun, and mess with our bodies and minds. Don’t believe the corporate media lies. Here’s the PROOF straight from their own documents, lab tests, and sky patterns that NO ONE can debunk:

• @Libsoftiktok

• Democrats won Virginia in 2024 by just 5 points. They will now control almost every district. The new map will likely give Republicans just one seat while Democrats get 10. Democrats can’t win without cheating. This is “Democracy” or something. (map)

• @InterstellarUAP

• Tragic news: David Wilcock, 53, prominent UFO researcher, author & disclosure advocate has reportedly died by suicide on April 20, 2026 near Nederland, Colorado. Boulder County Sheriff’s Office: Deputies responded to a 911 call at ~10:44 a.m. on Ridge Road. A man in mental health crisis, outside a residence and holding a weapon, used it on himself within minutes of contact. He was pronounced dead at the scene. Wilcock was a major voice in ufology.

• @AaronRDay

• Lutnick Wrote Trump's Tariffs Four Times Too High. His Son's Firm Cashed In. The Commerce Secretary wrote the reciprocal tariff formula with an elasticity of 0.25. The correct value was 0.945. That single digit inflated every tariff four-fold. Howard Lutnick's old firm, Cantor Fitzgerald, now run by his son Brandon, was buying the legal rights to tariff refunds at 20 to 30 cents on the dollar while Lutnick publicly insisted the tariffs were here to stay.

• @WallStreetApes

• Fairfax County Public Schools School Board in Virginia voted 8-1 to make Veterans Day a regular school day for the 2026-2027 school year. It will no longer be a holiday for students. This same board did not vote to eliminate Indigenous Peoples’ Day as a holiday. They say the change was made to reduce the number of disrupted school weeks and to give families more consistent 5 day instructional weeks. Sure….. because 1 day off for Veteran’s Day is a problem….. Democrats in Virginia decided Veteran’s Day is no longer important. (video)

Night Trading 

• Asian equity indices are -.75% to +.25% on average. 
• Asia Ex-Japan Investment Grade CDS Index 72.5 unch. 
• China Sovereign CDS 43.0 +1.25 basis points.
• China Iron Ore Spot 106.5 USD/Metric Tonne -.4%. 
• Crude Oil 92.1/bbl. +2.8% 
• Gold 4,771.3 USD/t oz. +1.1%. 
• Swiss Franc/Offshore Chinese Renminbi Cross 8.74 -.04%.
• Bloomberg Emerging Markets Currency Index 35.73 -.02%.
• Bloomberg Global Risk-On/Risk Off Index 112.3 -.02%
• US 10-Year Yield 4.29% unch.
• Japan 30-Year Yield 3.59% +1.0 basis point. 
• Volatility Index(VIX) futures 20.6 -1.7%.
• Euro Stoxx 50 futures -.31%. 
• S&P 500 futures +.56%.
• NASDAQ 100 futures +.71%.

Morning Preview Links

BOTTOM LINE: Asian indices are mostly lower, weighed down by technology and consumer discretionary shares in the region. I expect US stocks to open modestly higher and to maintain gains into the afternoon.  The Portfolio is 75% net long heading into the day.