Sunday, July 19, 2026

Monday Watch

Around X:

  • @Business   
  • @Zerohedge 
  • @CNBC
  • @MarioNawful
  • China’s robot industry is starting to look straight out of 2080. One humanoid patrols alongside real police, can run, throw spinning kicks, and operate for hours. Another is basically a real-life Transformer that a person can sit inside and control for rescue missions or dangerous industrial work. Then there’s the personal robot that can recognize emotions, remember conversations, and develop its own personality. Thousands have already pre-ordered it. Personal robots are getting very real, very fast. (video)
  • Trump stopped a 50 plane Israeli strike on Iran with pilots already in their cockpits, and the plan is still sitting there loaded. Three to four weeks ago, roughly 50 Israeli jets were set for a massive strike on Iran, some pilots already strapped in, when Trump called it off at the last moment. Israeli journalist Amichai Stein carried the story: the plan, he says, still exists, the targets are still standing, and Israel wants to finish the mission. The buildup around him points the same way. More than 60 American refueling aircraft have landed in Israel with 16 F-16s on the way. Which means the machinery for a much bigger air war is being assembled on Israeli soil. His trigger logic is dark and simple... (video)
  • @BGatesIsaPsycho
  • @WeTheBrandon
  • @RepRileyMoore
  • @AmericaOnlyBro
  • @ZadeSmith4
  • @Glenn_Diesen
  • @NihiloX
  • @Megatron_ron
  • @ErikaCA47
  • @DC_Draino
  • @IRanMediaco
  • Percentage of drinking water from desalination: —Bahrain 100% —Qatar 99% —Kuwait 90% —Saudi Arabia 70% —UAE 42% —Iran 3% If Gulf countries are willing to allow the US to use their territory to attack Iranian desalination plants, then prepare for the consequences.
  • @HormuzReport
  • @TuiteroSismico
  • @C_3C_3
  • Americans literally don’t know if a sitting member of the US Senate is alive. It’s been 39 days. And they don’t care that Americans don’t know. Not even a little. Congress is a disgrace.
  • @afshineemrani
  • @Glenn_Diesen
  • @PeterBernegger
Night Trading
  • Asian indices are -.25% to +.75% on average.
  • Asia Ex-Japan Investment Grade CDS Index 71.5 +1.0 basis point.
  • China Sovereign CDS 37.75 +.25 basis point.
  • China Iron Ore Spot 100.40 USD/Metric Tonne +.2%.
  • Crude Oil 84.20/bbl. +2.1%
  • Gold 4,019.0 USD/t oz. unch. 
  • Swiss Franc/Offshore Chinese Renminbi Cross 8.39 +.04%. 
  • Bloomberg Emerging Markets Currency Index 34.54 -.02%.
  • Bloomberg Global Risk-On/Risk Off Index 121.6 +.2%.
  • US 10-Year Yield 4.55% unch. 
  • Japan 30-Year Yield 3.87% n/a. 
  • Volatility Index(VIX) futures 19.1 -1.0%. 
  • Euro Stoxx 50 futures +.11%.
  • S&P 500 futures +.14%.
  • NASDAQ 100 futures +.42%.

BOTTOM LINE: Asian indices are mostly higher, boosted by energy and shipping shares in the region. I expect US stocks to open modestly higher and to weaken into the afternoon, finishing modestly lower. The Portfolio is 50% Net Long heading into the week.

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