Sunday, January 04, 2026

Monday Watch

Around X:

  • @Business   
  • @Zerohedge
  • @CNBC
  • @WSJ.com
  • @Barron's 
  • Had bullish commentary on (SCHW) and (JEF).
  • @LauraLoomer  
  • @GenFlynn
  • Everyone paying attention yet? The world just changed course. It’s not simply about energy but also about access and control. 1. The Panama Canal must be controlled by the United States. 2. The Caribbean and all the key straits in and out of the Gulf of America must be controlled by the United States. 3. The financial markets and global wealth must be controlled by the United States. 4. Access to beachfront property that Venezuela afforded to China, Russia, Iran, Hamas, Hezbollah, and nasty drug cartels must be controlled by the United States. Guess what, that just happened without the loss of one Soldier
  • @TheSCIF
  • 2020 ELECTION Allegheny & Philadelphia County: 1,823,148 mail-in ballots sent out. 2,589,242 mail-in ballots received back. 24x USB files transfers into machines by non-election workers. 2.5 million mail-in ballot figure wiped from PA official website 22 days after election. (video)
  • @EmeraldRobinson
  • @laralogan
  • @RenzTom
  • @ScottPresler
  • @Real_RobN  
  • @Hodgetwins
  • @OcrazioCornPop
  • BREAKING: U.S. District Judge Alvin K. Hellerstein, a Clinton appointee from 1998 who is currently 92 years old, has been assigned to preside over Nicolás Maduro's case in the Southern District of New York. Hellerstein refused to move Donald Trump's "hush-money" case from state to federal court. In May 2025, Hellerstein blocked the Trump administration's use of the Alien Enemies Act of 1798 to deport alleged Venezuelan gang members (linked to Tren de Aragua) within the Southern District of New York. DO YOU THINK HELLERSTEIN WILL LET MADURO WALK?
  • @SidneyPowell1
  • @JakeCan72
  • @amuse
  • @unhealthytruth
  • Are you aware of the US/Israeli company that will start spraying the US in April with a proprietary blend of chemicals by & do NOT have to disclose chemical ingredients or when or where?!! They will be blocking the through 2030/35. FL & TN are safe bc our ban laws! (video)
  • @RyanRozbiani
  • @LightOnLiberty
  • @Inevitablewest
  • @EricLDaugh
  • @CarlHigbie
  • @KobeissiLetter
  • @MichaelAArouet
  • @MindandEmotion7
  • @Liz_Churchill10
  • @nicksortor
  • @kevinnbass
  • I crunched the data. Again. I made a map. Again. The picture is now even CLEANER. States without voter ID requirements are 16x more likely to offer welfare benefits to illegal immigrants than states requiring ID (67% vs 4%, p<0.0001). Dems are importing and paying illegals for votes. Details. (map)
  • @cb_doge
  • @JMichaelWaller
  • @187QStorm
  • MIC DROP MOMENT!! Marco Rubio just said what MILLIONS of Americans have been screaming for years. You don’t elect a President… then let unelected bureaucrats at the State Department sabotage him from the inside. That’s NOT how the Constitution works. Period. The American people elected Donald J. Trump as President and Commander-in-Chief. That means HIS foreign policy gets implemented not the personal agendas of career insiders who think they know better than voters. This is about sovereignty. This is about accountability. This is about WHO actually runs the republic. Rubio is 100% right — foreign policy doesn’t exist outside the will of the people. This is what standing up to the Deep State looks like. More of this. (video)
  • @Rasmussen_Poll
  • @JenniferZeng97
  • Beijing’s Shield Fails! Venezuela’s “Strongest Air Defense in South America” Collapses in U.S. Military Action. For years, the Venezuelan military poured vast sums into acquiring Chinese-made military equipment, building what it claimed was the “most modern” defense system in South America. At its core was an air-defense network centered on the JY-27 counter-stealth radar, once believed capable of effectively countering U.S. stealth aircraft such as the F-22. Meanwhile, its Marine Corps—equipped with VN-16 and VN-18 amphibious armored vehicles—was widely regarded as a formidable armored force in the region...
Night Trading
  • Asian indices are +.5% to +2.5% on average.
  • Asia Ex-Japan Investment Grade CDS Index 63.25 -1.5 basis points.
  • China Sovereign CDS 39.75 -4.0 basis points.
  • China Iron Ore Spot 106.2 USD/Metric Tonne +.6%.
  • Gold 4,417.8 USD/t oz. +2.1% 
  • Swiss Franc/Offshore Chinese Renminbi Cross 8.78 -.25%. 
  • Bloomberg Emerging Markets Currency Index 36.07 -.08%.
  • Bloomberg Global Risk-On/Risk Off Index 101.0 unch.
  • US 10-Year Yield 4.18% -1.0 basis point. 
  • Japan 30-Year Yield 3.43% +3.0 basis points. 
  • Volatility Index(VIX) futures 18.1 -1.3%. 
  • Euro Stoxx 50 futures +.56%.
  • S&P 500 futures +.14%.
  • NASDAQ 100 futures +.35%.

BOTTOM LINE: Asian indices are higher, boosted by technology and financial shares in the region. I expect US stocks to open modestly higher and to maintain gains into the afternoon. The Portfolio is 100% net long heading into the week.

Friday, January 02, 2026

Evening Headlines

Around X:

  • @MarioNawfal  
  • @kevinnbass
  • @TheSCIF
  • @GenFlynn
  • @BRICSinfo
  • @DataRepublican
  • @RenzTom
  • @elonmusk 
  • @DavidJHarrisJr
  • @HealthRanger
  • @WallStreetApes  
  • @sarahadams
  • @GuntherEagleman
  • @RealCandaceO
  • @KariLake
  • @beefinitiative
  • @mitchellvii
  • @EricLDaugh
  • @BarronTNews_
  • @EmeraldRobinson
  • @drawandstrike
  • @JewsFightBack
  • @solari_the
OpenVAERS:  
SKirsch.com: