Stocks Reversing Slightly Higher into Final Hour on Stable Long-Term Rates, Earnings Outlook Optimism, Technical Buying, Transport/Biotech Sector Strength

Economic/Market Gauges:

• North American Investment Grade CDS Index 52.4 +.5%
• Bloomberg US Securitized MBS/ABS/CMBS Avg. OAS .17 -2.0 basis points
• BofA Global Financial Stress Indicator -.07 +2.0 basis points
• European Financial Sector CDS Index 55.4 -.3%
• Emerging Market CDS Index 125.8 -.7%
• Bloomberg Global Trade Policy Uncertainty Index 1.4 unch.

• Citi US Economic Surprise Index 33.5 +2.6 points

• Citi Eurozone Economic Surprise Index 25.2 -1.6 points

• Citi Emerging Markets Economic Surprise Index 32.3 -1.4 points
• S&P 500 Current Quarter EPS Growth Rate YoY(377 of 500 reporting) +12.1% -.4 percentage point
• S&P 500 Blended Forward 12 Months Mean EPS Estimate 318.93 +.71:  Growth Rate +18.5% +.3 percentage point, P/E 21.4 -.1
• S&P 500 Current Year Estimated Profit Margin 12.40% -8.0 basis points
• NYSE FANG+ Current Quarter EPS Growth Rate YoY(7 of 10 reporting) +19.1% unch.
• NYSE FANG+ Blended Forward 12 Months Mean EPS Estimate 504.64 +1.56: Growth Rate +22.8% +.4 percentage point, P/E 28.1 -.3
• Bloomberg US Financial Conditions Index .29 -15.0 basis points
• US Yield Curve 61.25 basis points (2s/10s) -2.25 basis points 
• Bloomberg Industrial Metal Index 164.4 -1.8% 
• US Recession Within 6 Months Probability(3M/18M Forward Yld Curve Spread) 31.5% -.2 percentage point
• US Atlanta Fed GDPNow Q4 Forecast +3.7% unch.
• US 10-Year T-Note Yield 4.05% unch.
• 1-Year TIPS Spread 3.34 -2.0 basis points

• Highest target rate probability for April 29th FOMC meeting: 75.0% (+4.9 percentage points) chance of 3.5%-3.75%. Highest target rate probability for June 17th meeting: 50.0%(-1.2 percentage points) chance of 3.25%-3.5%. (current target rate is 3.5-3.75%)
  

Overseas Futures:

• Nikkei 225 Futures: Indicating +550 open in Japan 
• China A50 Futures: Indicating +47 open in China

• DAX Futures: Indicating +90 open in Germany

Portfolio:

• Higher: On gains in my tech/biotech/transport/industrial sector longs
• Disclosed Trades: Covered some of my (IWM)/QQQ) hedges
• Market Exposure: Moved to 75% Net Long

Bear Radar

Style Underperformer:

• Large-Cap Value -.1%

Sector Underperformers:

• 1) Gold & Silver -2.8% 2) Foods -2.6% 3) Software -2.0%

Stocks Falling on Unusual Volume: 

• MDT, TEAM, PAYC, DHR, LPLA, CAMT, ICLR, ASGI, RYI, ENB, LPX, CDNS, EXPE, INTU, APPF, CAG, GLBE, IOT, VALE, LDOS, VMC, FVRR, NICE, SGI, ALLE, FROG, HRI, LQDA, GPC, IPGP, FELE and SSTK

Stocks With Unusual Put Option Activity:

• 1) HUN 2) WEN 3) CDNS 4) GIS 5) SEDG

Stocks With Most Negative News Mentions:

• 1) OTLK 2) GIS 3) OEC 4) RR 5) SGI

Sector ETFs With Most Negative Money Flow:

• 1) IGV 2) XLF 3) SMH 4) IYZ 5) KWEB

Charts:

• ETFs Falling on Unusual Volume
• Stocks Falling on Unusual Volume

Bull Radar

Style Outperformer:

• Large-Cap Growth +1.0%

Sector Outperformers:

• 1) Digital Health +3.4% 2) Airlines +2.8% 3) Shipping +1.4%

Stocks Rising on Unusual Volume:

• MASI, ZIM, ETOR, KNF, IRON, NESR, NCLH, WING, WOLF, RXO, TRIP, EYPT, DFIN, SEPN, KW, KD, CALY, SON, AERO, LITE, BETA, FIGR, TWST, PI, BETA, DFTX, ITRI, FIGR, ATEX, LUV, FLR, FLY, PSKY, AMSC, KRYS, CAKE, ZGN, VSEC, TCMD, WBTN, SEDG, ELF, HSAI, MEG, ORA, MAT, SOLS, UPST, RSI, NWG, GNRC, HSHP, BLCO, TRUP, CNXC, DBD, GSHD, CUK, CCEP, MT, CEG, CUZ, EW, LINC, INTA, ROL, BIO, HURN, GSK, SAN, NPB, FLNG, ABNB, AFRM, FIG, LIND, LBRT, EXPO, CNH, CAR, WTTR, RYAN and SKM

Stocks With Unusual Call Option Activity:

• 1) KLAR 2) TROX 3) UA 4) SEDG 5) SLVP 

Stocks With Most Positive News Mentions:

• 1) ZIM 2) GVH 3) MASI 4) KNF 5) EGG

Sector ETFs With Most Positive Money Flow:

• 1) XLI 2) XLK 3) KRE 4) XLV 5) XLU

Charts:

• ETFs Rising on Unusual Volume
• Stocks Rising on Unusual Volume

Tomorrow's Earnings/Economic Releases of Note; Market Movers

Earnings of Note 
Company/Estimate 

Before the Open:

• (ADI)/2.31
• (CAMT)/.81
• (FDP)/.28
• (GRMN)/2.40
• (GPN)/3.16
• (PODD)/1.46
• (JLL)/7.35
• (MCO)/3.43
• (SEDG)/-.26
• (SAH)/1.50
• (TECK)/.71
• (WING)/.83

After the Close: 

• (CAR)/-.38
• (BKNG)/48.69
• (CVNA)/1.13
• (CF)/2.43
• (CAKE)/.99
• (CYH)/-.05
• (CRH)/1.52
• (DASH)/.59
• (EIX)/1.38
• (LOPE)/3.19
• (JACK)/1.08
• (TAP)/1.15
• (OXY)/.17
• (OII)/.26
• (OMC)/2.68
• (PAAS)/.90
• (RS)/2.83
• (RGLD)/2.59
• (WH)/.89

Economic Release 

8:30 am EST

• Census releases Nov./Dec. Housing Starts Data.
• Durable Goods Orders for Dec. is estimated to fall -2.0% versus a +5.3% gain in Nov.
• Durables Ex Transports for Dec. is estimated to rise +.3% versus a +.4% gain in Nov.
• Cap Goods Orders Non-Defense Ex Air for Dec. is estimated to rise +.4% versus a +.4% gain in Nov.
• NY Fed Services Business Activity Index for Feb. 

9:15 am EST

• Industrial Production MoM for Jan. is estimated to rise +.4% versus a +.4% gain in Dec.
• Manufacturing Production for Jan. is estimated to rise +.4% versus a +.2% gain in Dec.
• Capacity Utilization for Jan. is estimated to rise to 76.5% versus 76.3% in Dec. 

2:00 pm EST

• The FOMC Jan. 28th Meeting Minutes. 

4:00 pm EST

• Total Net Long-Term TIC Flows. 

Upcoming Splits

• None of note

Other Potential Market Movers

• The Fed's Bowman speaking, Atlanta Fed GDPNow Q4 update, 20Y T-Note auction, weekly US retail sales reports, weekly MBA Mortgage Applications report, weekly API crude oil stock report, Barclays Industrial Conference, (POWL) annual meeting, (PLXS) annual meeting and the Citi Industrial Tech/Mobility Conference could also impact global trading tomorrow.

US Equity Market Hours

• 9:30 am - 4:00 pm EST

Mid-Day Market Internals

NYSE Composite Index:

• Volume Running +5.8% Above 100-Day Average 
• Nasdaq/NYSE Volume Ratio 9.7 +1.1
• 6 Sectors Declining, 5 Sectors Rising
• 38.0% of Issues Advancing, 59.8% Declining 
• TRIN/Arms 1.20 -2.4%
• Non-Block Money Flow +$.3M
  
• 129 New 52-Week Highs, 54 New Lows
• 66.8% (-1.7%) of Issues Above 200-day Moving Average
• Average 14-Day RSI 58.0 -4.0

Polymarket:

• Supreme Court Rules in Favor of Trump's Tariffs? 25.0% -3.0 percentage points
• How long will the DHS shutdown last? 30+ days 35% n/a
• Will China invade Taiwan by end of 2026? 11.0% -1.0 percentage point
• US strikes Iran by June 30th 50.0% -3.0 percentage points

Other:

• Bloomberg Global Risk-On/Risk-Off Index 99.0 +.9%
• US High-Yield Tech Sector OAS Index 528.0 +3.25 basis points
• Bloomberg Cyclicals/Defensives Index 247.13 +.3%
• Morgan Stanley Growth vs Value Index 131.5 +.5%
• CNN Fear & Greed Index 35.0 (FEAR) -1.0
• 1-Day Vix 14.6 -35.0%
  
• Vix 21.5 +1.5%
  
• Total Put/Call .76 -32.1%

Tuesday Watch

Around X:

• @Zerohedge

• We’re renewing Canada’s relationship with China. As part of our new strategic partnership, China is granting visa-free travel for Canadians. Canada 100% tariffs in 5... 4... 3....
• The Obama Administration's Prostitution Scandal And the Ruemmler-Epstein Connection.
• Local news is reporting that the shooter at the hockey rink tonight was a man in women’s clothing.
• Brock Pierce emailed Epstein in 2014 with docs for an LLC he said would "funnel your investments through." That LLC was Crypto Currency Partners, which later rebranded into Blockchain Capital. Blockchain Capital went on to lead Bluesky's $15 million Series A funding round. So the same firm built on Epstein investment infrastructure is bankrolled the platform liberals fled to from X. You can't make this up.  
• Oh my god. Logan Paul inside traded the auction of his own Pikachu Illustrator on Polymarket for 300,000 dollars. The profile picture of the account that was the biggest winner in the market is exactly the same as one he used in a promotional video for Polymarket. 
• And just like that the Warner Bros merger arb is a coin toss.
• Why Your Personal Data Are Floating Around On The Darknet, Which Just Keeps Growing.
• Canada is a failed state. Busted for cheating in Curling. Losing hockey fights to the French. (video)  
• New Coalition Aims To Ban Vaccine Mandates Across US.
• The End Of Multiculturalism And The Liberal Utopian Fantasy.
• Epstein-itis.
• All-In On Leveraged Silver — Now It’s Just Hope.
• Leon Black was subpoeaned in 2020 and they found... nothing? But one email dump and all the bodies rise to the surface.     
• *HYATT: THOMAS J. PRITZKER RETIRES AS EXEC CHAIRMAN, WON'T SEEK RE-ELECTION TO BOARD; MARK S. HOPLAMAZIAN ASSUMES COMBINED ROLE. *PRITZKER CITES EPSTEIN ASSOCIATION IN RETIRING AS HYATT CHAIR. 
• Blackmail yes, but recall Apollo's Leon Black, the godfather of private equity, paid Epstein $158 million for "tax work." The man who employed the biggest financial geniuses, paid a known pedophile after his release from prison. guess it wasn't for "tax work" after all. 
• Strait Showdown: Iran Launches "Smart Control" Exercise At Oil Transit Point.
• Why Firing 9% Of The Federal Workforce Didn't Move The Needle.
• Sentix surveys suggest global growth is about to pick up big time after three years of stasis.
• Waste Of The Day: Secret Settlements Get Taxpayer Money.
• Pentagon Threatens To Blacklist Anthropic As 'Supply Chain Risk' Over Guardrails On Military Use.
• Daily reminder that even Epstein cooked Ray Dalio a good decade and a half ago. "pedestrian" "must have been a clown suit when he put this together" LMAO. (pic)
• LGBTQ+ Identity Dips In 2025 (But Doubled Over Last Decade).
• Futures, Global Markets Rise With US Markets Closed For President's Day.  
• Amid Saber-Rattling, Iran Touts Economic Benefits To West If Nuclear Deal Reached.
• 'No Prospect' Of European Governments Preventing Civil War, Warns British Army Colonel.
• The Biggest Bait-and-Switch War Of The Century.

• @ShadowofEzra

• Lindsey Graham, who is in Israel now, admits that dead American soldiers are worth the risk as long as there is regime change in Iran. Graham says the bigger risk is not participating in regime change in Iran rather than losing the lives of American soldiers. “Could our soldiers be hit in the region? Absolutely they could.” (video)

• @TheSCIF

• One of the most important Epstein documents exposed was an email conversation from March 19, 2015, with the subject "Preparing for Pandemics" between Jeffery Epstein, Terje Rod-Larsen, and Walter Kemp, disscussing the "next steps" to involve the WHO and the ICRC, who are also all connected or associated with Bill Gates. There are no coincidences.

• @WallStreetApes

• WOAH!! US Rep Tim Burchett exposes Congress Reps give military contractors no bid contracts and then buy stocks in those companies right before awarding the contracts. He says Congress makes 500-600% return on their investments when doing this insider trading scam. Tim Burchett says Congress did this during the Ukraine War. (video)

• @ExxAlerts

• ALERT: Rep. Massie (R-KY) alleges that Israel PM Netanyahu of "influencing" the Trump admin on the release of the Epstein files: "I think, uh, Israel is influencing the Epstein file release because, um, Israeli intelligence and our own CIA was wrapped up with Epstein." "And so it would be embarrassing to our own intelligence agencies, as well as Israel's intelligence agencies, for all that to come out." "I think he helped Mossad." (video)

• @LaraLogan

• A message to @LeaderJohnThune from myself and 12 other members of the House: 300+ days of delay is enough. Invoke the standing filibuster. Debate the SAVE (America) Act in the open. Vote. Pass it. Send it to the President’s desk. Election integrity is not optional. The country is watching, Senator Thune. Is John Thune listening? (pic)

• @ScottPresler

• Senator Thune, Please stop texting me until you bring the SAVE America Act to the Senate floor for debate. My wallet is closed until we have proof of citizenship + photo ID for the upcoming November elections. (pic)

• @BGatesIsaPsycho

• “Why hasn’t Donald Trump banned Geo- engineering yet?” “During the government shut down - nobody saw the trails”. It’s a valid question - why hasn’t Trump stopped it yet? (video)

• @GoldenAgeTimes2

• BOMBSHELL: Thomas Massie UNFOLLOWS Diligent Denizen over investigation into Epstein's Zorro Ranch's new owner, Don Huffines: "You're barking up the wrong tree [...] I'm not touching this!" Diligent was investigating Jeffrey Epstein's Zorro Ranch, when he came across a very familiar name: Don Huffines. Huffines ran for TX Governor in 2022, who Massie endorsed, & is currently a candidate for TX Comptroller. Huffines is also is a Rand Paul megadonor & has donated to Massie's campaign in the past, as well. Massie & Huffines are friends.

• @chrismartenson

• It's just a complete coincidence that the DOJ has completely withheld all the Epstein documents immediately before, during, and after 9/11, right? (graph)

• @ToneySeruga

• Good Morning ! "Please find attached emails from foreign Dominion employees, contractors and agents planning and conspiring with Chinese individuals working with Hewlett Packard to intentionally mislabel product identification numbers in order to circumvent new certification for use in the United States. Additionally, foreign Dominion employees, contractors and agents conspired and planned to have Chinese individuals working for Hewlett Packard modify and make changes to firm ware contained in the U.S. election equipment. Foreign Dominion "tested" Chinese changes outside of the United States."Every stolen election conspiracy was true! (pic)

• @NVICLoeDown

• Congress Bypasses Kennedy’s Withdrawal from Bill Gates’ GAVI Vaccine Cartel With New Bill Funding Through State Department: HR 7006 | https://ow.ly/N4T550Yfapm. Senate to consider bill making $3.5 billion available for pandemic purposes and Gates-linked vaccine network after Kennedy pulled U.S. funding.

• @HarrisonHSmith

• PROBATION? For RAPE of a CHILD UNDER 13? “Moderate Democrat” CIA operative gets elected in Virginia and immediately passes 50 laws to legalize rape.

• @hodgetwins

• Lindsey Graham, a US Senator, says he visits Israel “every two weeks.” How much blackmail does Israel have on him? (video)

• @VigilantFox

• TUCKER CARLSON: There won’t be Epstein arrests because it would expose a “SUPRA GOVERNMENT” that’s above representative government. Carlson says the Epstein story is bigger than blackmail, s*x with minors, or satanic rituals. “The bigger question is what is this? It’s clearly an informal governance body over what the rest of us consider the authorities, which is to say governments, nation states,” Carlson explained. Who was Jeffrey Epstein? Carlson described Epstein as the most “plugged in” person he’s ever seen. So plugged in that he was “discussing the fall of Gaddafi in Libya BEFORE it happened and trying to figure out how to profit from that.” According to Carlson, Epstein was sort of an “independent power broker” working with “a series of other independent power brokers together who form some kind of supra government above all representative government in the West.” That’s why he was so plugged in. (video)

• @RealHickory

• President Trump has "pardoned" and ordered the DOJ to investigate election fraud in Colorado! All Pam Bondi or someone has to do is declare Tina Peters a federal witness in an election fraud investigation and she's released via US Marshall's. Why has it not happened? This nonsense has went on long enough. Tina Peters is being mentally and physically abused to keep her silenced! FREE TINA PETERS, NOW!

• @GuntherEagleman

• Pass the SAVE America Act or nothing else matters.

• @TimRunsHisMouth

• NBD… Just Jeffrey Epstein discussing meetings with Hillary Clinton. (pic)

• @insiderwave_

• BREAKING. Rep. Gilbert Cisneros just disclosed up to ~$6.3mil worth of new trades. This disclosure stands out because he sits on Committee on Armed Services and subcommittees of Intelligence and Special Operations and Military Personnel. He also previously served as Under Secretary of Defense for Personnel and Readiness under Biden. The disclosure includes purchases in 10 different military defense stocks:

• @alon_mizrahi

• Epstien and the Ukraine government were making designer babies. women were used against their will as human incubators. Between CIA biolabs and Epstein designer baby labs in Ukraine, it seems like humanity owes Russia an apology. (pic)

• @JohnLeFevre

• Odd too that NBC fails to mention that Katie Couric, Chelsea Handler, and George Stephanopoulos went to Epstein's get-out-of-jail-for-raping-girls party.

• @LauraLoomer

• This is unacceptable. @PeteHegseth, the Principal Program Manager for Microsoft who manages federal government accounts is a member of ANTIFA! This is a national security threat! Flagging for @emilmichael @SecWar . Several months ago, I said Microsoft should have all of their government contracts terminated. Especially after they hired Lisa Monaco. I still stand by what I said.

• @Megatron_ron

• BREAKING: Former chief of staff and senior advisor to israeli Prime Minister Netanyahu, Asher Hayon was just found dead in his home in Tel Aviv.

• @MenchOsint

• One third of the U.S. Navy fleet deployed for Iran.

• @mattvanswol

• #BREAKING: In a horrifying revelation, Chapel Hill NC police have confirmed that the two men who broke into a North Carolina man's home, tied him up, beat him, and then se*ually assaulted him at knife-point... ...ARE BOTH ILLEGAL IMMIGRANTS!!!!!!! There will be no protests for the victim. You won't find this story in the mainstream news. A MAN WAS TORTURED IN HIS OWN HOME, TIED UP, BEATEN, AND SE*UALLY ASSAULTED BY ILLEGAL IMMIGRANTS AND NOT ONE SINGLE LEFTIST GIVES A DAMN!!!!!!

• @mazemoore

• This is unbelievable and it's not just Jen Psaki doing it, a bunch of Democrats are rolling this out right now. Democrats are going full QAnon. It is wild to watch. Psaki: The Epstein case is a small piece of a global, nefarious group of powerful elites and celebrities who feel they can get away with anything. For years Psaki ridiculed any MAGA people who talked like this. She called them "crazy QAnon" and absolutely blasted them as pathetic conspiracy theorists. (video)

• @OwenShroyer1776

• Things we've seen in Epstein Files: Baby farms, black market babies, gynecologist for victims, Epstein's "dentist", torture video, [old man] thrilling hunt, buying 6 mo old babies, young female associates suicides, whoops (?), connections to banking/tech/politics/royalty/9-11, death/rape art, cloning, eugenics, pandemic planning, super humans, videos/images of [dead?] people, discussions of minors Potential Code Language: jerky, ice cream, pizza, grape soda, tuna, whoops, cream cheese, Chinese cookie. Did I miss anything?

• @JEcheverriZ

• My God. A five-year-old girl was trafficked and raped in a horse stable, along with other girls who were forced to watch. Even the most imaginative minds could not conceive of such brutal things. Psychopaths and sexual sadists. These criminals and everyone who participated with them must be imprisoned for life. (pic)

• @0hour1

• Jeffrey Epstein was getting minors from the Ukraine. (pic)

• @FurkanGozukara

• Two children were strangled, died and were buried during their sexual abuse and names still hidden and 0 arrests. (pic)

• @VividProwess

• Residents in this area of Manhattan, New York, are completely shocked to hear an Islamic call to prayer blasting on high-volume speakers as they walk down the street. "I never thought in my life I'd hear this in the middle of New York." Unbelievable. (video)

• @TeamTrump47

• CAUTION. SICK. A disturbing allegation from Epstein case files describes a woman claiming she was kidnapped as an infant, had her identity replaced with that of her abductor’s deceased child, and was later coerced into becoming a “bride child” to Jeffrey Epstein around age 13. She further alleges being drugged with ecstasy and forced to attend sex parties that involved a pedophile pastor. (pic)

• @BrandonStraka

• Reporter: "An illegal alien from Nicaragua grabbed a woman... bashed her head into the sidewalk, knocked her unconscious and raped her..." Chicago Mayor Brandon Johnson: "Let's move on." She deserves justice, not just to move on. (video)
• Mark Finchem argues the 2020 Arizona election was stolen, citing ballot stuffing, missing chain-of-custody records, and voter roll issues. He also alleges ILLEGAL ALIENS obtained SSNs, impacting the system. 

Night Trading

• Asian indices are -1.0% to unch. on average.
• Asia Ex-Japan Investment Grade CDS Index 66.75 unch.
• China Sovereign CDS 43.5 unch.
• China Iron Ore Spot 96.3 USD/Metric Tonne -.4%.
• Gold 4,970.5 USD/t oz. -1.5% 
• Swiss Franc/Offshore Chinese Renminbi Cross 8.95 +.04%. 
  
• Bloomberg Emerging Markets Currency Index 36.25 -.05%.
• Bloomberg Global Risk-On/Risk Off Index 99.6 +1.4%.
• US 10-Year Yield 4.03% -2.0 basis points. 
• Japan 30-Year Yield 3.43% -6.0 basis points. 
• Volatility Index(VIX) futures 21.1 +1.2%. 
• Euro Stoxx 50 futures -.23%.
• S&P 500 futures -.5%.
• NASDAQ 100 futures -.9%.

Morning Preview Links

BOTTOM LINE: Asian indices are mostly lower, weighed down by consumer and technology shares in the region. I expect US stocks to open modestly lower and to maintain losses into the afternoon. The Portfolio is 50% net long heading into the week.

Today's Headlines

Around X:

• @Zerohedge 

• How Deep Is The Deep State?
• The Least Laid Generation In History: Gen Z Is Ghosting Sex... And The Implications Are Huge.
• HRC going centrist, and now the NYT. Someone must have seen the real polls.
• Hillary Clinton Breaks With Party Line, Admits Mass Migration Is "Disruptive & Destabilizing".
• Moscow Repels Another Large-Scale Ukrainian Drone Attack, Flights Briefly Grounded.
• NEW with @m_ccuri: The Pentagon is threatening to cut ties with Anthropic because the company insists on restricting the military’s use of Claude to surveil Americans or develop fully autonomous weapons. Full story:
• WARNER BROS. WEIGHS REOPENING SALE NEGOTIATIONS WITH PARAMOUNT.
• Pentagon Gaming Out "Sustained, Weeks-Long Military Campaign" Against Iran Which Could Open Pandora's Box.
• As Demand Grows, US Nuclear Energy Industry Faces Looming Crunch In Reactor Fuel Supply.
• "This Alliance Has To Look Different Because The World Looks Different": Rubio Expands On Historic Speech In Munich.
• US public debt to hit $64 trillion by 2036, up $2.4 trillion every year from $39 trillion today (CBO via BofA).
• Profit margins have climbed to new record highs. You cannot spell margins without A&I. 
• What Do Monica Lewinsky, Maggie Thatcher, Elvis, Cher, Bill Cosby, & The Pope Have In Common?         
• Fetterman Reveals His Parents Are Trump Supporters, Refuses To Call MAGA Voters 'Nazis'.
• After Record Shorting, Hedge Funds Bought The Most Tech Stocks Since 2021.
• A Month After Mass Amnesty For Illegals, Spain Urges Brussels To Take Migrants Off Its Hands.
• Which US States Are Seeing Incomes Rise The Fastest (And Slowest).
• The Epstein Egregore.
• They don't actually believe the "United States Fascism" thing. None of them. It's all performance. Because if they did, they would ask her about actual famine, concentration camps, and the prosecution of free speech in China. They don't.
• Despite AI's 'Creative Destruction', Goldman Says Macro Remains Constructive For Stocks.
• As close to "the Epstein list" as we'll get.
• Eat The Rich: California Democrats Trigger Reverse Gold Rush With Wealth Tax.     
• Trump Promises Voter ID "Whether Congress Approves Or Not".
• Vast Majority Of Americans Want Voter ID And Democrats Don't Care.     

• @BarronsOnline

• Had bullish commentary on (HAS).

• @IGSquawk 

• Weekend markets update: #DAX 24897 +0.02% #DOW 49447 +0.01% #NASDAQ 24701 0.00% #FTSE 10448 -0.01% #HANGSENG 26474 -0.05% #EURUSD 11870 +0.02% #GOLD 5034 -0.17% #SILVER 7812 +0.99% #USOIL 6281 +0.14%.

• @EmeraldRobinson

• The Nancy Guthrie story is obviously a manufactured distraction. It's being used by America's corporate media to avoid covering the Epstein files. 

• @RandyRRQuaid

• FOX News is broken. Where are the bone-chilling cannibalism stories about Epstein and his elitist friends eating children? Too gross for primetime, Jessie? The kidnapping hoax only serves to fill airtime to avoid broadcasting the real news. We are all being subjected to mass hypnosis with the loop-Dee-loop Freddie Kruger doorbell video. We get it. Time to move on to the kidnappings of innocent kids who were served up as entrees for sick demons flying around on private jets. 

• @MarioNawfal

• Hold on, Epstein told Steve Bannon that he's "Going into a scif talk tomorrow", and we're meant to believe he is not intelligence? A SCIF is a sealed room used by U.S. government agencies (CIA, FBI, military) for discussing classified intelligence, and requires high-level security clearance. And to make things crazier, this was in 2018, Epstein was already a convicted sex offender! (pic) 
• That old clip of Virginia Giuffre saying “I was trafficked to a prince” is circulating again, and wow, it hits different now. She sat on Savannah Guthrie’s show, named Prince Andrew, Epstein, and Ghislaine like it was nothing. Now Virginia is suddenly “suicided,” and Savannah’s mom conveniently vanishes under the sketchiest circumstances imaginable. But sure, totally random. Totally unrelated. Definitely not the kind of cosmic weirdness that always seems to follow Epstein’s name around like a cursed aura. (video)
• The Epstein files just casually dropped 2 emails that should’ve detonated every newsroom in the country, but legacy media took one look and said, “Nope, not touching that, I like my paycheck.” You’ve got an email inviting Ghislaine Maxwell to a secret “Shadow Commission on 9/11” and another one, dated one week after the attacks, asking her: “Where is the real pilot?” And somehow, the same media that writes 47 articles a day about celebrity divorces suddenly develops clinical blindness. 
• I expect a distraction. Could be Iran, could be something else. They need it. The Epstein files are taking down the most powerful around the world, and I just found out the FBI only released about 2% of what they seized. Plus there's even more they haven't even seized. Many powerful entities and people are already trying to silence the blowback. But we're not slowing down, and my team of citizen journalists are on their way to various locations to investigate what we don't know. This could get ugly.
• So Epstein had a private desert kingdom with a mansion, an airstrip, young girls being trafficked across continents, and law enforcement searched his island, his NYC mansion, his Paris place, his Palm Beach estate… But the massive ranch where half the survivor stories happened? Nope. Not touched. Not once. The DOJ literally told New Mexico, “Don’t investigate. We got this.” And then didn’t search the ranch. And now the FBI won’t even comment. 
• EPSTEIN FILES: LEON BLACK ACCUSED OF VIOLENTLY BITING VAGINA OF 7-YEAR-OLD. Released Epstein trafficking notes reveal multiple women accusing billionaire Leon Black of brutal sexual abuse inside Epstein's home, including a minor who was just 7-8 years old.

• @ShadowofEzra

• Spirit cooker Marina Abramovic reveals she can no longer walk down the street and feel safe. She says she has received so many death threats that she had to hire private security because people with weapons were coming after her. She said this is happening because of “Alex Jones–type conspiracies.” “Honestly, it’s not fun at all.” (video)
• Multiple high level White House sources have reportedly told Tom Renz (
  @RenzTom) that Benjamin Netanyahu’s longtime friend Susie Wiles is controlling the narrative surrounding the Jeffrey Epstein situation. He claims she is orchestrating the messaging strategy from behind the scenes and tightly managing how the story is framed publicly. According to him, she has even directed certain social media influencers to attack anyone asking too many questions about Epstein’s child trafficking network. (video)

• @GenFlynn

• The EPSTEIN AFFAIR: Flynn, maybe the “most powerful person in Washington.” This so-called “Epstein disclosure” is a deliberate operation to confuse, smear, and distract. The United States Department of Justice continues to delay accountability while deliberately creating chaos, blurring the line between actual criminals and people merely mentioned in legal correspondence or discussions. My name appears because others were discussing my legal case. That is not guilt. That is not evidence. That is context—and it is being deliberately stripped away. If there is any real commitment to justice, then accountability must follow. Right now, it is not happening. The current DOJ is dropping the ball—failing victims, failing the public, and failing the Constitution. Innocent people are smeared by association while real predators remain protected. This is narrative warfare.
• Breaking: China invades America! The CCP are not our friends. The CCP will never be our friends. The CCP will use every means to infiltrate and destroy our way of life. The CCP should not be allowed to send college students to our universities and colleges (especially on U.S. taxpayer’s dime). The CCP uses “unrestricted warfare” techniques to achieve their goals and objectives (read their doctrine). The CCP has infiltrated every single institution in our government (including the USIC), our colleges & universities and our corporations. The USG has to quit fooling itself that we can allow the CCP free reign into our country and believe they will follow our rules—they will not! 

• @ElectionWiz

• RFK Jr: Food is affecting everything that we do...if a foreign enemy or adversary did this to our country, poisoned us at mass scale, we'd consider it an act of war... (video) 

• @guntherEagleman

• BREAKING: Barack Obama just admitted his ugly Presidential Center is basically a leftist “Social Change University” designed to CREATE ACTIVISTS and radicalize everyday visitors! Barack Obama is the enemy within.
• WOMAN JUST EXPOSED THE LEFT’S HYPOCRISY IN ONE TAKE. “It’s been released that people are eating babies, and yet there’s no outrage in the streets? No protests, no riots? But let ICE lock up illegals who kill people or sell fentanyl that murders our kids, and y’all burn cities down? So the line is: Donald Trump has to be the one eating babies for you to care about children’s right to live? This is how I know it’s all performative BS. You’re either paid to riot or you don’t actually give a damn about people. If you really cared, you’d be outside screaming for the babies being eaten.” (video) 

• @DC_Draino

• I find it fascinating that 75% of Democrat voters want Voter ID laws, but 100% of Democrat elites are against it. The elites know the entire system is rigged, but Democrat voters actually think they’re winning these elections. Going to be a rude awakening when they realize only about 35% of the country aligns with their views, not 50%.
• Democrats saw the Virginia messaging model work and now they’re replicating it nationwide. Run on kitchen table issues - affordability, lowering crime, and fiscal sanity. Then once elected, pass dozens of new taxes, reduce penalties for rapists and murderers, and give illegal aliens de facto immunity. A true bait and switch. 

• @RenzTom

• Just think what they are covering up in the other 3.5 million pages and the “tens of thousands of hours” of video Pfizer Pam Bondi talked about. The corruption around the Epstein child rape ring is monumental and we must not let up to get accountability for these child rapists.

• @DisrepectedThe

• I reviewed more Epstein files at DOJ. Here's what you need to know: Thousands of victims. Mountains of evidence. ONE accomplice in jail. This is a global sex trafficking network where the rich and powerful walked free while victims were ignored. I've accumulated a list of witnesses, co-conspirators, and predators. If they don't show up for testimony, I'll support subpoenas. -@NancyMace. If arrests don't happen soon, vigilante justice will commence. (video)

• @BGatesIsaPsycho

• “The Devil is here on earth - the unaliving of children”. “I can’t unsee what I saw”. “Blood curdling screams of young kids - the fear in these children”. Bro has gone viral on Instagram, after digging into the Jeffrey Epstein Files. The entire planet is awakening. (video)

• @Hustle_Bitch

• THIS IS NOT GHISLAINE MAXWELL — THEY USED A BODY DOUBLE. A woman goes on camera and does something the media won’t: she lines up the official new photo of Ghislaine Maxwell next to older, verified images and walks through it piece by piece. What she shows isn’t subtle. The nose doesn’t match. The eye shape doesn’t match. The spacing, angles, and facial proportions don’t match. These aren’t things that change with age, stress, or “prison life.” Bone structure doesn’t shift like this, especially not consistently across multiple features. Then she adds the timeline....(video)

• @hodgetwins

• The men who did this to this little girl are still walking free. (pic) 

• @17QStorm

• EPSTEIN FILES JUST DROPPED ANOTHER BOMBSHELL: “Cream Cheese Baby” These demons aren’t hiding it anymore. https://t.me/+6JMkc-zBix4zZjI0 Direct quotes from the documents: “There are millions of babies, very little good vegetable cream cheese.” “Lol, I don’t know if cream cheese and baby are on the same level…” Another file shows an actual baby in a sink labeled “shrimp” holding cocktail sauce. The note says: “Some are like shrimp, you throw away the head and keep the body.” Shrimp cocktail… made from infants. This is the same Satanic elite child trafficking cabal we’ve been exposing for years — now caught in their own files treating babies like menu items. They don’t just traffic them. They consume them.

• @wideawakeawake_media

• "Attorney General Pam Bondi said if we prosecute everyone in the Epstein files, the U.S. government would collapse." "If enforcing the law collapses the government, maybe we do just that? Because what will collapse won't be the country—it will be the corrupt leaders." "And most Americans, they're fine with that. Because a system that protects power and position over helpless children is already broken." "If a system can't survive accountability, it doesn't deserve to exist at all." (video)

• @WallStreetApes

• It’s all coming out. Linkedin Billionaire Reid Hoffman’s name appears 2,600 times in the new Jeffrey Epstein Files. Elon Musk was right. The Biden Admin was letting top Democrat donors and Jeffrey Epstein clients sponsor DOJ investigations. Elon Musk reveals “The SpaceX lawsuit was funded by Reid Hoffman, who is a major Dem donor and also a Jeffrey Epstein Client”. Think about that, Democrats let their donors use our law enforcement to target their enemies. Elon Musk explains the SpaceX DOJ investigation went on for YEARS, he explains in details the Weaponization of law enforcement. And it was sponsored by a top Democrat Donor. (video)
• WOAH!! Georgia ballots have been identified as counterfeit and nearly EVERY SINGLE BALLOT went to Joe Biden. “Fraud lawsuit filed by Sidney Powell in Georgia details the use of counterfeit ballots— An affidavit filed with Powell's lawsuit reveals that Georgia's counterfeit ballots could be identified by darker watermarks on them. The witness says such ballots were printed on different paper and their watermarks are dark gray as opposed to transparent on the real ballots. Almost 100% of counterfeit ballots were to Biden”.

• @SarahisCensored

• Tom Renz stated that he is receiving concerning reports that the U.S. Department of Justice may be working to limit the public’s access to information related to Jeffrey Epstein. Based on what he is being told, we may see “performative” or surface-level actions meant to distract from the fact that thousands of hours of video and over 3 million pages of documents are still being withheld. While no one wants explicit material released, the public deserves transparency from trustworthy sources. And right now, the DOJ has not earned that trust. He also stated that he was told by multiple high-level sources that Susie Wiles and Pam Bondi may be working to “block or limit certain actions within the DOJ.” Other sources say Wiles is also restricting what leadership at the U.S. Department of Health and Human Services can do, which may help explain why Robert F. Kennedy Jr. hasn’t taken stronger action on COVID vaccines. There are also reports that some MAGA-aligned influencers have been encouraged to attack critics of what’s happening. Interestingly, this seems less about defending Donald Trump and more about deflecting attention away from the DOJ.

• @thematrixb0t

• The Epstein files reveal that Israel hijacked control of the Bitcoin network over a decade ago. Israel was paying the salaries of 60% of Bitcoin’s core developers and offered highly elusive gifts behind the scenes. This is very suspicious. Epstein and Israel were also major investors in Blockstream, a company that works with Tether and exerts significant influence over Bitcoin. They can manipulate the price by issuing unbacked Tether, control the network’s code because they hired most of the developers, and own a majority of the nodes. This suggests Israel likely has direct access to and influence over Bitcoin. The idea of “decentralization” is clearly illusory, and it is deeply concerning that the network could be manipulated by a single state operating behind the scenes. (video)

• @BillMelugin_

• NEW: Homeland Security Investigations has charged members of a Chinese crime ring who they say were recruiting U.S. service members to participate in fraudulent marriages that allowed Chinese nationals to get immigration benefits and access cards for U.S. military installations.

• @KariLake

• Election fraud isn’t limited just to Democrats. Look at Georgia. Look at Arizona, the places that have some of the most corrupt elections in the world. A lot of people running those elections have R's behind their names. I've never been afraid to call any of these people out. Election integrity has nothing to do with “team” loyalty. It's about doing what's right. (video)

• @BBMagaMom

• Bill Gates just highlighted this in a recent video clip that's going viral, and it's raising serious questions. This unelected billionaire thinks he gets to decide our future: Merge biometric digital IDs with bank accounts and payments to "safely" track everyone's health records, monitor farmers like suspects, and "fix climate issues”. Who the actual HELL does he think he is? Not elected, not accountable, just a tech mogul pushing total surveillance control over our bodies, money, food, and lives. This is dystopian tyranny disguised as progress. Gates isn't helping, he's a globalist, sociopathic, Eugenist POS engineering control. Wake up! (video)
• TRIGGER WARNING!!! Deeply disturbing! I am physically sick. An email referencing a child in costume, described in words so vile I won’t say them, but you can read them. This wasn’t dark humor. This wasn’t a misunderstanding. This was written. Sent. Circulated. What the hell was happening behind closed doors? And we’re supposed to swallow the line that this was “just one man”? Absolutely not. We don’t have the luxury of looking away. This is what’s happening!!! You don’t casually write about children like that unless something is deeply, systemically wrong. No more redactions protecting elites. No more excuses. No more pretending this wasn’t a network. Unseal everything. And BURN IT TF DOWN!!!!!! (pic)
• So let me get this straight….Jeffrey Epstein, a convicted sex offender, and child sex trafficker, is being looped into conversations about Russian uprisings, potential “replacements” for Putin, and access to Davos. The email literally says: “Do not forward this.” Why is Epstein being treated like a geopolitical connector? Why is he being positioned to meet political figures involved in protests against a foreign head of state? This wasn’t just a man hosting parties. This was someone embedded in elite power networks, political, international, strategic. If he was “just a financier,” why was he in conversations about regime instability and global forums? The deeper you dig, the less this looks like coincidence. Unseal everything!!!!! (pic)

• @GeneralMCNews

• BREAKING: The new owner of Jeffrey Epstein’s Zorro Ranch in New Mexico, Don Huffines, is ignoring calls for an independent investigation into whether children’s bodies may be buried on the property.

• @JackUnheard

• A Czech politician is going mega-viral after putting Hillary Clinton on the spot and HUMILIATING her on stage. Look at how mad she got. “You really don’t like Trump!” “I’m sorry this makes you nervous!” (video)

• @joelpollak

• While in Germany, Gavin Newsom smears American law enforcement officers by comparing them to Nazis. NEWSOM: "Masked men, secret police, something familiar in Germany." Disgraceful. You cannot lead a country if you smear the men and women who protect it. Especially for applause abroad. (video)

• @LaurenWitzkeDE

• Ghislane Maxwell was asked to be on the “9/11 Shadow Commission”. The official 9/11 Commission, set up by George Bush, was set up on November 27, 2002, to investigate all aspects of the September 11 attacks. The entire commission was mostly done behind closed doors with mainly only the final findings being released to the public. If the official 9/11 commission was held so secretly, you can only imagine what was revealed during the 9/11 Shadow Commission. What went on during this 9/11 Shadow Commission? Who established it? Who else was asked to be on it? And why was Ghislane Maxwell invited? Something very dark going on here. (pic)

• @LilaGraceRose

• Horrific. The LGBTQ+ movement is now advocating for pedophilia to be considered a new sexual orientation. “Pedophilia is simply just another sexuaI orientation. We need to overcome our negative feelings we have towards them and treat them with respect..” Being sexually attracted to children isn’t about inclusion; it’s necessitates essential therapy, treatment and strong boundaries to ensure no child is harmed. (video)

• @illuminatibot

• Epstein File EFTA00080475: Explains how “driving people to commit suicide is a common practice” with directed energy weapons. (pic)

• @DiligentDenizen

• Zorro Ranch owner Don Huffines has a biotech company that uses cardiac cells from BABY HEARTS under 30 days old for tissue cell sourcing  Epstein was known for telling prominent scientists he was using the Ranch as a baby-factory. What are the odds? (video)

• @BarnettforAZ

• Jeffrey Epstein’s newly released files name Jay-Z as a sick predator who drugged and r*ped multiple women and was literally naked in a room with Harvey Weinstein. This monster still walks red carpets and runs empires in the music industry. And he’s in charge of the @NFL Super Bowl halftime shows now. SMH. (pic)

• @KariLake

• At her press conference today, @KristiNoem said, “no state could use more (election) improvement than Arizona.” She’s absolutely right. Arizona is Ground Zero for election malfeasance. I am confident that this administration is ready to deliver the people of Arizona the free and fair elections they deserve. (pic)

• @GordonGChang

• The Commerce Dept. has decided to allow our data centers to install Chinese equipment, thereby permitting China to steal as much as it wants and remotely control these critical facilities. President Trump, do not allow the CCP to take over our country.

• @GerryCallahan

• This is perfect. ICE agent: “If you cared, you would care about the child who got raped and the person who got murdered by the guy we’re looking for. “ Awful, ugly white lady: “I don’t care.” The entire insane national debate encapsulated in 20 sec.

• @Cernovich

• Virginia is the Democrat’s model for 2028. Run on a “moderate” message. Get elected. Then go to town by enacting every far left wing wish list item.

• @CA_Matthius

• As birthday gifts, Epstein arranged military helicopters for his friends, so they could fly through the Afghanistan mountains and gun down farmers. That's the level of wealth and depravity we are talking about.

• @drawandstrike

• They knowingly certified a fraudulent election by deliberately claiming they had certified over 300,000 ballots that they KNEW by their nature were UNCERTIFIABLE by law. In a state Biden ‘won’ by less than 12,000 votes. They didn’t even follow their own state election laws, much less the federal ones. (pic)

• @GeneralMCNews

• BREAKING: Senator Ted Budd has introduced a bill called the “US-Israel FUTURES Act” that would give Israel access to advanced U.S. technology using American taxpayer money.

• @aakashgupta

• A $240B company just reversed its own AI workforce thesis in under three years. May 2023: IBM CEO Arvind Krishna tells Bloomberg he’ll replace 7,800 jobs with AI. Freezes back-office hiring. 30% of 26,000 non-customer-facing roles, automated within five years. February 2026: IBM triples entry-level hiring. Software developers, HR, across the board. The CHRO spelled it out at Charter’s Leading with AI Summit: entry-level devs used to spend 34 hours a week coding. Now AI handles that. So IBM rewrote the jobs. Those same juniors now work with clients, collaborate with marketing, and accelerate product milestones. The humans stayed. The job descriptions changed.

• @robinmonotti

• This is not difficult. The person they carted out in front of the cameras is NOT Ghislaine Maxwell. (pic)

• @AutismCapital

• AOC: "I don't think that we have to wait for any one president to impose a wealth tax. I think it needs to be done expeditiously." REPORTER: "The US is uniquely placed to do it because people can't flee." This is DEMONIC! They're EXCITED to steal. (video)

• @LizCrokin

• Out of Shadows hit 22 MILLION this week! Watch the documentary that woke up the world to the truth about Pizzagate for free here on X. (video)

OpenVAERS:  

• VAERS US COVID Vaccine Adverse Event Reports. 1,031,875 Reports(+713 from prior report) Through January 2nd, 2026.

SKirsch.com:

• Using the MGH numbers with our own VAERS queries, we have 247 cases per million doses from the MGH study divided by 5.97 cases per million doses from VAERS. 247/5.97 = 41. This suggests that the VAERS under-reporting factor (URF) is 41X.