Stocks Surging into Final Hour on US Economic Data, Diminished Tariff Worries, Short-Covering, Tech/Financial Sector Strength

  Broad Equity Market Tone:

• Advance/Decline Line: Substantially Higher
  

• Sector Performance: Almost Every Sector Rising

• Volume: Around Average

• Market Leading Stocks: Outperforming

Equity Investor Angst:

• Volatility(VIX) 18.0 -6.6%
• S&P 500 Intraday % Swing .79 +4.4%.
  
• Bloomberg Global Risk On/Risk Off Index 76.5 +3.2%

• Euro/Yen Carry Return Index 182.1 -.7%

• Emerging Markets Currency Volatility(VXY) 8.44 +.7%

• CBOE S&P 500 Implied Correlation Index 21.2 -8.3% 

• ISE Sentiment Index 125.0 -5.0 points
  

• Total Put/Call .78 -7.1%

• NYSE Arms .98 +1.0%
• NYSE Non-Block Money Flow +$199.2M 
  

Credit Investor Angst:

• North American Investment Grade CDS Index 57.0 -4.4%
  

• US Energy High-Yield OAS 341.2 -4.3%
• Bloomberg TRACE # Distressed Bonds Traded 224.0 +2.0

• European Financial Sector CDS Index 63.2 -2.9%
  
• Deutsche Bank Subordinated 5Y Credit Default Swap 144.7 -2.0%
  

• Italian/German 10Y Yld Spread 110.0 basis points -1.0 basis point

• Asia Ex-Japan Investment Grade CDS Index 76.7 -1.7%
  

• Emerging Market CDS Index 180.5 -2.3%
• Israel Sovereign CDS 87.7 +1.4%
  

• China Corp. High-Yield Bond USD ETF(KHYB) 24.3 unch.

• 2-Year SOFR Swap Spread -18.0 basis points -1.5 basis points

• 3M T-Bill Treasury Repo Spread 0.0 basis point unch.

• 3-Month EUR/USD Cross-Currency Basis Swap 0.0 -.25 basis point
• MBS  5/10 Treasury Spread 138.0 +2.0 basis points
• Bloomberg CMBS Investment Grade Bbb Average OAS 601.0 -1.0 basis point
• Avg. Auto ABS OAS 58.0 unch.

Economic Gauges:

• Bloomberg Emerging Markets Currency Index 36.9 -.06%
• 3-Month T-Bill Yield 4.29% unch.

• China Iron Ore Spot 102.0 USD/Metric Tonne -.2%
• Dutch TTF Nat Gas(European benchmark) 42.8 euros/megawatt-hour +.3%

• Citi US Economic Surprise Index -2.5 +2.6 points

• Citi Eurozone Economic Surprise Index 32.2 +9.2 points

• Citi Emerging Markets Economic Surprise Index 4.7 -1.0 point
• S&P 500 Current Quarter EPS Growth Rate YoY(13 of 500 reporting) +8.4% unch.
• S&P 500 Blended Forward 12 Months Mean EPS Estimate 277.83 +.25:  Growth Rate +12.8% +.1 percentage point, P/E 20.7 +.4
• S&P 500 Current Year Estimated Profit Margin 13.55% -1.0 basis point
• NYSE FANG+ Current Quarter EPS Growth Rate YoY(0 of 10 reporting) n/a
• NYSE FANG+ Blended Forward 12 Months Mean EPS Estimate 412.86 +.55: Growth Rate +19.4% +.2 percentage point, P/E 29.7 +.8
• Bloomberg US Financial Conditions Index .30 +2.0 basis points
• Bloomberg Euro-Zone Financial Conditions Index 1.38 -5.0 basis points
• US Yield Curve 29.0 basis points (2s/10s) -1.25 basis points
• US Atlanta Fed GDPNow Q1 Forecast -1.76% unch.
• US Recession Within 6 Months Probability(3M/18M Forward Yld Curve Spread) 35.1% -1.7 percentage points

• Cleveland Fed Inflation Nowcast Core PCE YoY +2.60% unch.: CPI YoY +2.46% unch.
• 10-Year TIPS Spread 2.36 +3.0 basis points
• Highest target rate probability for June 18th FOMC meeting: 58.6% (-8.7 percentage points) chance of 4.5%-4.25%. Highest target rate probability for July 30th meeting: 49.1%(+2.4 percentage points) chance of 4.0%-4.25%. (current target rate is 4.25-4.5%)
  

Overseas Futures:

• Nikkei 225 Futures: Indicating +203 open in Japan 
• China A50 Futures: Indicating -32 open in China

• DAX Futures: Indicating +250 open in Germany

Portfolio:

• Higher: On gains in my tech/financial/consumer discretionary/industrial/utility sector longs
• Disclosed Trades: Covered some of my (IWM)/(QQQ) hedges
• Market Exposure: Moved to 100% Net Long
  

Bear Radar

Style Underperformer:

• Large-Cap Value 1.2%
  

Sector Underperformers:

• 1) Agriculture -.5% 2) Pharma +.1% 3) Foods +.2%

Stocks Falling on Unusual Volume: 

• MNSO, ERJ, LSPD, JKS, SCHL, PHH, ZIM and RGC

Stocks With Unusual Put Option Activity:

• 1) WEN 2) EXE 3) WMB 4) AM 5) WW

Stocks With Most Negative News Mentions:

• 1) MODV 2) MRK 3) MRVI 4) VG 5) NKE

Sector ETFs With Most Negative Money Flow:

• 1) XLI 2) KRE 3) XAR 4) XLE 5) XLK

Charts:

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

Bull Radar

Style Outperformer:

• Mid-Cap Growth +2.6%

Sector Outperformers:

• 1) Semis +3.2% 2) Networking +3.1% 3) Construction +2.8%

Stocks Rising on Unusual Volume:

• AZEK, MARA, IONQ, TEM, OKLO, VSAT, COHR, ROOT, TSLA, HOOD, CVNA, W, HIMS, GAP, BROS, APP, SHOO, LMND, MSTR, CPRX, AMD, LZMH, KRUS, GLNG, TREE, RDDT, RH, BBIO, QXO, MAG, CAVA, GRPN, HQY, UAL, LIND, DECK, OUST, SHOP, FDX, HROW, VTS, DRI, PLTR, PVH, UPST, CARS, SOFI, RPD, RL, NUE, GENI, DOCS, FCX, AHCO, NVEE, LIF, ATRO, SKYW, CELH, SKYW, NVMI, ARES, CE, DLTR, CYTK, FWRG, ANAB, CENTA, RUSHA, GSHD, META, FRT, ALNY, TITN, ERO, BWIN, TREX, CRH, SN, BRDG and ENTG

Stocks With Unusual Call Option Activity:

• 1) CE 2) NAK 3) CG 4) AMDL 5) GBTC

Stocks With Most Positive News Mentions:

• 1) TNXP 2) TSLA 3) AZEK 4) COHR 5) LUNR

Sector ETFs With Most Positive Money Flow:

• 1) XLF 2) OIH 3) XBI 4) SMH 5) IYF

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:

• (CSIQ)/-.09
• (MKC)/.64
  

After the Close: 

• (GME)/.08
• (WOR)/.70
  

Economic Releases

8:30 am EST

• They Philly Fed Non-Manufacturing Activity Index for March.

9:00 am EST

• The FHFA House Price Index MoM for Jan. is estimated to rise +.3% versus a +.4% gain in Dec.
• The S&P CoreLogic CS 20-City MoM SA for Jan. is estimated to rise +.3% versus a +.4% gain in Dec.
  

10:00 am EST

• New Home Sales for Feb. is estimated to rise to 680K versus 657K in Jan.
• Conference Board Consumer Confidence Index for March is estimated to fall to 93.9 versus 98.3 in Feb.
• The Richmond Fed Manufacturing Index for March is estimated to fall to 2.0 versus 6.0 in Feb.
  

Upcoming Splits

• None of note
  

Other Potential Market Movers

• The Fed's Williams speaking, Fed's Kuglar speaking, M2 Money Supply MoM for Feb., weekly US retail sales reports, weekly API crude oil stock report, 2Y T-Note auction,  and the UBS Energy/Utilities 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 -6.3% Below 100-Day Average 
• Nasdaq/NYSE Volume Ratio 13.9 +1.8
• 0 Sectors Declining, 11 Sectors Rising
• 84.5% of Issues Advancing, 14.2% Declining 
• TRIN/Arms 1.05 +8.3%
  
• Non-Block Money Flow +$357.9M
  
• n/a New 52-Week Highs, n/a New Lows
• 42.1% (+8.4%) of Issues Above 200-day Moving Average
• Average 14-Day RSI 52.8 +2.2

Other:

• Bloomberg Global Risk-On/Risk-Off Index 76.3 +3.1%
• Bloomberg Cyclicals/Defensives Index 239.3 +1.4%
  
• Russell 1000: Growth/Value 19,884.6 +.6%
• CNN Fear & Greed Index 28.0 (FEAR) +6
• 1-Day Vix 11.5 -30.9%
  
• Vix 18.2 -5.7%
  
• Total Put/Call .71 -15.5%

Monday Watch

Today's Headlines

Bloomberg:    

• China’s Energy Transition at Odds With Solar Glut, Cheap Power.
• Ukraine, US Hold Talks in Riyadh in Bid for Broad Ceasefire.
• Lethal Israeli Strikes Halve Hamas’ Top Leadership in Gaza. 
• China Must Fix Fentanyl Flow Before US Trade Talks, Senator Says.
• US Tech Rout Fuels Wild Bets From Korean Retail Investors.
• US Stock Futures Rise as New Tariffs Seen Targeted.
• Oil Steadies at Start of Week as Market Weighs Trump’s Tariffs.
• A $1.8 Trillion ESG Market Is Being Driven by the US Government.
• Copper’s Uber-Bull Predicts New Record on Most-Profitable-Ever Trade.
• Five Key Charts to Watch in Global Commodity Markets This Week.

Zero Hedge: 

• Hartnett: The "Sell" Signal Is Over, But April 2 Looms .
• Trump Bleachbits Hillary Clinton's Security Clearance, Along With Harris, Blinken, Sullivan, & The Bidens.
• Canadian Liberal Party Suddenly Surges Amid Tariff Tiff As Snap Election Called For April.
• Maduro Bends The Knee: Venezuela Agrees To Resume US Deportation Flights Of Illegal Immigrants.
• Weekend News Roundup - Newsquawk Asia-Pac Market Open.
• 'Inorganic' - GPS Data Reveals Bernie Sanders, AOC Anti-Oligarchy Rally Was Full Of Serial Protesters.
• Morgan Stanley: "Are All The Cries About A Recession Overdone? Probably".
• Erdogan Jails Top Political Rival As Protests Sweep Across Turkey.
• EPA's Attempt To Roll Back Climate Regulations May Come Down To One Key Legal Point.
• Hegseth Orders Additional Carrier To Middle East Amid Yemen Escalation .
• Worry More About "Certainty" Than "Uncertainty".
• "Max Volume If Threat Detected": Tesla Adds New Sentry Mode Security Feature To Deter Unhinged Leftist Attacks .
• Replacing Cash With Digital Dollar Would Pose A Grave Threat To Our Rights and Freedoms.
• Ukraine's Military Issues Bizarre Recruitment Ad Featuring McDonald's Cheeseburgers.
• DOJ Probes Classified Intel Leak To New York Times Challenging Deportation Of Venezuelan Gang Members.
• Tim Walz Embarrassingly Walks Back Rooting For Tesla Stock Crash.
• Europe's Reported Plan To Replace The US In NATO Ignores The Interests Of Five Key Countries.
• India's Oil Import Dependence Hits All-Time High.
• The Führer Of Germany: Friedrich Merz In A War & Spending Frenzy.
• Clashing Visions: 'Made In China 2025' vs. 'America First Investment'.
• Witkoff To Tucker: The 'Elephant In The Room' Which Will Decide Peace In Ukraine.
• The Autopen, The Presidency And The Constitution: What To Know.
• Trump Urges Supreme Court To Stop Injunctions Blocking Enforcement Of His Orders.
• Burrito Now, Pay Later: DoorDash - Klarna Deal Feeds US Debt Addiction.

Wall Street Journal:

• White House Narrows April 2 Tariffs.
• Madness at Columbia Was Your Tax Dollars at Work. From unlimited loans for grad students to tax-free municipal bonds, schools are subsidized like crazy. 
• Netanyahu, Top Aides Think Israel Must Beat Hamas on Battlefield.
• The Longevity Business Is Booming—and Its Scientists Are Clashing.
• Trump’s Housing Chief Embarks on Shake-Up at Fannie Mae and Freddie Mac.
• China’s Own Elon Musks Are Racing to Catch Up to SpaceX.
• American Women Are Giving Up on Marriage.
• Are Pop-Tarts on the Chopping Block With GOP Cuts?
• Trump Has a China Trade War Weapon He Hasn’t Picked Up.

CNBC:  

• 5 years into the remote work boom, the return-to-office push is stronger than ever—here’s why.
• Defiant Chuck Schumer rejects calls to step down as Senate Democratic leader.
• Stock futures rise as S&P 500 looks for a second winning week.
• 'Very rare trend’ is taking place in fixed-income market, led by booming trade in AI bonds.
• Australia’s James Hardie to acquire U.S.-based AZEK in $8.8 billion deal.
• 29-year-old couldn’t afford a house in the U.S., so she bought one sight unseen in Italy.
• Pro-Trump senator meets Chinese Premier Li with U.S. executives.
• Top analysts are upbeat on these 3 dividend stocks for stable income. 

MarketWatch.com:  

• Will the stock market’s relief rally continue? Watch for this economic data.
• Analysts are cutting first-quarter forecasts more than normal. They still expect growth. 
• If you missed out on gold’s record run, take a look at silver.

NewsMax:

• Report: Trump Pushing for Ukraine Ceasefire by Easter.

Fox News:

• Trump’s question after thunderous NCAA moment gets all-American response.
• How Tesla owners are catching vandals in the act, and sending them to jail.
• Dem power player issues warning to teammates who are jumping ship.
• Former Yankees star Brett Gardner reveals heartbreaking death of teen son.

TheGatewayPundit.com:

• HUGE: Barack Obama Was Using USAID to Pretend to Send ‘Aid’ Overseas But Was Laundering It to Train ‘Rent-a-Riots’ Instead .
• Al Gore’s Phony Climate Alarmism Exposed.
• Nearly Half of Californians Consider Voting Republican Governor in 2026 Amid Democrat Failures, Statewide Poll Reveals.
• Spain: Over 71% of New Jobs in the Last 5 Years Went to Foreigners as Young Spaniards Emigrate at Alarming Rates.
• Our secret plan for dealing with the Democrats is called, “Operation Let Them Speak”.
• Florida Governor Ron DeSantis: ‘THE ROOT OF THE PROBLEM IS CONGRESS’ FECKLESSNESS!’
• Organization Called the ‘Satanic Grotto’ Planning to Hold ‘Black Mass’ Ritual Inside Kansas State Capitol, Just Days Before Easter.
• Analysis: The Deep State Stumbles Upon Three Lines of Effort to Impede MAGA.
• Dem Infighting Worsens, Rising Star Takes Direct Shot at Touring AOC.
• Liberal NY Times Columnist Ezra Klein Illustrates the Hypocrisy of the Left and Confirms Democrats Are Completely Out of Ideas (VIDEO).
• “USA! USA!” – President Trump Gets Rockstar Welcome as He Enters Arena For NCAA Wrestling Championship in Philadelphia (VIDEO).
• Speaker Johnson Reveals House Plans to Limit Abuses of Activist Judges and ‘Expose the Worst Offenders’.

The Epoch Times:

• US Senator Meets China’s Vice Premier in Beijing Visit.
• Chinese Businesses React to Trump’s Tariffs.

Around X:

• @elonmusk

• That is the fundamental question. Why did the federal judiciary turn a blind eye to the importation of millions of illegals, but now is apoplectic over any action to remove them? How is this anything other than extremely partisan politics masquerading as jurisprudence?
• It was ALL a lie. The real reason USAID was in Africa. Former African Union Ambassador to the United States, Arikana Chihombori-Quao: “They're using that open access, sounding humanitarian, to constantly destabilize governments”. Exactly. (video)

• @OliLondonTV

• Snow White flops at the Box Office, becoming one of Disney’s worst performing movies in recent years. The movie made just $3.5 million in previews on Thursday across the U.S and is projected to earn between $45-55 million during opening weekend. The movie which had a budget of $240 million, has been mired in controversy over Rachel Zegler’s woke outbursts in the run up to its release. The film received a staggeringly low 2.4/10 rating on IMDb and just 44% on Rotten Tomatoes, following its release.

• @WallStreetApes

• The Elon Musk Tesla protests ARE PAID. Watch as these protesters pick through a pile of pre-made signs provided to them. This is all BEING FUNDED by Democrat donors and activist NGO groups. We demand investigations and accountability into the money trail. (video)
• ER Nurse in Aurora, Colorado says if you are against ICE mass deportations, you don’t know what being a victim of illegal immigrants looks like. “I have seen personally in the ER: (video) 
• Victor Davis Hanson talks about how California Democrat politicians amass UNBELIEVABLE wealth, “but their policies made sure that people where I live can't buy a house”. “Nancy Pelosi, Barbara Boxer, Dianne Feinstein, Kamala Harris, Jerry Brown, Gavin Newsom. They're all from the same place. They're all from the same class. They're all very wealthy. They all have estates, cabin's living in a $9 million home. Jerry's got a big Grass Valley estate. Feinstein had one of the most beautiful homes of Tahoe, Barbara Boxer's at Rancho Mirage.” (video)
• Canada healthcare is horrifying. “My MRI to see if I have a brain tumor is in 2026. It's March 2025 right now”. “If you thought this was bad, it's actually worse than you thought. Because the appointment where we decided that I need this MRI was in December of last year. So it's not like it's 10 months from now. It's 13 months. It's a 13 month wait to see if I have a brain tumor”. (video)

• @ItsJulliansRum

• So in the last 2 months a Biden white house aide and a Biden attorney have died at the ages of 28 and 43. Yea that’s totes normal… (pic)

• @MarioNawfal

• TESLA SERVICE CENTERS STRUGGLING TO KEEP UP WITH SURGING DEMAND. Reports out of Schaumburg confirm what many Tesla owners are seeing firsthand—Service Centers are slammed. According to a Tesla employee on the ground, demand is so high, they’re barely keeping up. Tesla vehicles are flying off the shelves faster than ever, with new buyers flooding in and pushing service teams to the limit. Wait times are climbing, bays are full, and the buzz is real—Tesla’s growth isn’t slowing down anytime soon.
• BILL MAHER: NYT GASLIT US BY CALLING THE COVID LAB LEAK THEORY RACIST “This is a good example of why people lost faith in the left because they do stupid things like that.” (video)

• @BigFish3000

• Penn State wrestler was not just satisfied with the NCAA championship trophy. He wanted a picture with the President of the United States of America also. (video)

• @LeadingReport

• BREAKING: HHS Secretary Robert F. Kennedy Jr. has unveiled an online tool that allows users to search for chemical contaminants in their food and other products.

• @amuse

• ISLAMIFICATION: Paterson New Jersey is being called “Little Palestine” by its own mayor. The police wear Palestinian flags instead of American flags. (video)

• @MilaLovesJoe

• BREAKING: DHS employee Brandon Wright, a platform services manager, explains to O’Keefe Media’s hidden camera how DHS Secretary Kristi Noem (
  @Sec_Noem) wont be able to really do anything at DHS. Think Brandon still has a job? (video)

• @OcrazioCornPop

• HOLY SWAMP: The House and Senate are on "Spring Break" - House OFF for 7 Days (March 17-23), Senate OFF 11 Days (March 17-27). Why do Geriatric Men & Women need a "Spring Break"? In April it gets even WORSE! The House works JUST 9 DAYS - OFF 21! The Senate works 10, OFF 20 DAYS! Congress has totally abandoned the American People! NO Trump EOs Passed as Law. NO Election Reforms Passed as Law. NO DC Courts' Jurisdiction Stripped. NO Leftist Activist Judges Impeached. NO Federal Judges Confirmed with 45 OPEN Positions READY TO BE FILLED. YES Biden & Schumer’s $2+ TRILLION Deficit-Busting Omnibus CR. 2026 Primary Season Needs to be Prodigous!

• @TonySeruga

• GPS—Here we go again, there were 20,189 devices. Still a large crowd but not even close to the 30,000 quoted in Denver newspapers nor the 34,000 quoted by Bernie Sanders and AOC. 84% of the devices present had attended 9 or more Kamala Harris rallies, antifa/blm, pro-Hamas, pro-Palestinian protests, 31% had attended over 20. (video)
  

• @RealHickory

• I know a very liberal prosecutor who has practiced law for over 20 years, at the state and federal level, who's definitely a NeverTrumper. We rarely talk politics. But, he told me that Trump doesn't have to abide by any of these corrupt judges usurping his Article II powers, saying the constitution is absolutely clear on the matter. Many other attorneys s are coming forward in recent days saying the same thing. IGNORE THE JUDGES! PERIOD!

• @ShadowofEzra

• Attorney General Pam Bondi gives a major update on the Epstein files after reports that 1,000 FBI agents were working on redactions for “national security” reasons. She reveals there are tens of thousands of pages of documents and hundreds of child victims tied to Jeffrey Epstein. Bondi says the FBI is working around the clock under orders from her, Kash Patel, and Dan Bongino to ensure the files are released. She confirms redactions will be minimal—only to protect the victims. (video)

Night Trading

• Asian indices are +.25% to +.75% on average.
• Asia Ex-Japan Investment Grade CDS Index 77.5 +1.0 basis point.
  
• China Sovereign CDS 52.0 +2.5 basis points.
• China Iron Ore Spot 100.3 USD/Metric Tonne +.3%.
  
• Bloomberg Emerging Markets Currency Index 36.9 -.01%.
• Bloomberg Global Risk-On/Risk Off Index 74.4 +.3%.
• Volatility Index(VIX) futures 18.9 -2.4%. 
• Euro Stoxx 50 futures +.28%.
• S&P 500 futures +.61%.
• NASDAQ 100 futures +.76%.

Morning Preview Links

BOTTOM LINE: Asian indices are mostly 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 75% net long heading into the week.

Today's Headlines

Bloomberg:

• US Senator Meets China Vice Premier With Trade Tensions High. 
• Israel Strikes Hezbollah Targets as Fragile Ceasefire Frays. 
• Heathrow Says It’s Fully Operational After Blackout Shutdown.
• Heathrow Blackout Exposes Weak Spot in Airport’s Power Supplies.
• France Gets Budget Warning as DBRS Turns Negative on Rating.
• Diverging US Economic Data Begs the Question: Is a Slowdown Coming?
• Bayer Hit With $2 Billion Roundup Verdict in US State of Georgia.
• Wall Street Investors With Diversified Bets Are Winning at Last
• Levittown: A Victim of Fake Pornography Hunts for Her Harasser.
• Charting the Global Economy: Fed, BOJ and BOE Hold Rates as Tariffs Loom.

Zerohedge:

• European Chaos Is Back: EU Leaders Fail To Agree On Aid To Ukraine As German Debt Bonanza Blows Up PIGS Yields .
• USAID Censorship Scheme Exposed; Global Engagement Center Worked With UK Government And Media Firms To Deploy AI Tools.
• The Darkest Secret Behind Democrats' Economic Policy.
• How Much Gold Is (Supposedly) In Fort Knox?
• Outrage After German Intel Chief Says Ukraine War Should Keep Going For Another 5 Years.
• Macron Unveils Major Nuclear Expansion By 2035.
• Why'd Russia Only Just Now Decree That Ukrainians Must Legalize Their Presence Or Leave?  
• The Greatest Threat To Our Republic Will Always Come From Within .
• These Are The World's Fastest-Growing Economies In 2025.
• How Popular Is Bottled Water Around The World?
• Mapping Homeownership Rates By US State.
• The Facts About Seed Oils And Your Health.
• Where People Are (Un)Happiest With Their Lives.
• Top Charts Of The Week From Across Wall Street.
• Trump Invokes Korean War Act To Boost Critical Minerals Output.
• Putin Warns Business Leaders Ukraine Ceasefire Talks Will Be 'Slow & Difficult'.
• The Economy Of Denial: Addiction, Extortion, Deception.
• Buy the Dip, Buy the Rip?
• European Leaders Start Drafting 5-10 Year Plan To Replace US In NATO.
• The Pentagon's War On Wasted Dollars.
• Instead Of Suing, Columbia University Bends Knee - Agrees To Trump Conditions To Restore $400 Million Federal Funding.
• "Troubling Discrepancies": NY AG Letitia James - Who Went After Trump For Real-Estate - May Have Fudged Her Own Building Permits.
• Tesla Takedown Organizers Plan Color Revolution To "Kill" Brand & "Death Spiral" For Investors.
• Judgepocalypse Now.
• Stocks & Rate-Cut-Hopes Rebound As Tariff 'Flexibility' Trumps FedSpeak. 
• Stocks chop but ultimately close mixed on quad witching - Newsquawk US Market Wrap

WSJ.com:   

• Los Angeles Goes for Broke—Literally. The city faces a huge budget hole after years of mismanagement.
• Trump Threatens Iran With the End of ‘Obama’s Law’. Why must everyone chase after proxies and puppets when the puppet master in Tehran is in plain sight? 
• China Explores Limiting Own Exports to Mollify Trump.
• How the CIA’s ‘Benign Coverup’ After the JFK Assassination Gave Rise to the ‘Deep State’.
• Oil Companies Seek Trump’s Help to Thwart Climate Lawsuits, Superfund Laws.
• Here’s Why I Bought a Tesla (In Spite of Elon).
• FBI Employees Reviewing Jeffrey Epstein Files Told to Limit Redactions.
• Five Investors on How They Are Playing the Market Chaos.
• Musk Political Group Takes on Local Races and New Targets.
• It’s Time for the Government to Get More Involved in Cybersecurity. 
• Federal Reserve Posted Loss of $77.6 Billion in 2024.

CNBC:

• Heathrow Airport reopens after nearby fire — but travelers told to expect delays.
• Crypto’s long battle with SEC comes to a close with Ripple victory.
• Trump says ‘there’ll be flexibility’ on reciprocal tariffs.
• Michigan nuclear plant shows the challenges the U.S. will face in safely restarting old reactors.
• Carl Icahn brings two directors to Caesars’ board. How the activist may build value.
• Look inside French luxury retailer Printemps’ first U.S. store.
• Elon Musk tells Tesla employees ‘hang onto your stock,’ hits out at vandals.
• StubHub files for IPO as companies start lining up to go public.

MarketWatch.com:  

• Boeing edges Lockheed for fighter-jet contract — a $20 billion win amid its turnaround effort.

NewsMax:       

• Columbia Yields to Trump Demands in Bid to Save Federal Funding.
• US Imports Eggs From Korea, Turkey to Ease Prices.

Fox News:

• Trump revokes security clearances for Biden, Clinton, Harris and other political foes.
• Florida returns $878M in taxpayer funds to US, DeSantis sends message to other states.
• Bill Maher sounds the alarm over Dems’ record-low approval rating.

TheGatewayPundit.com: 

•  If Chief Justice John Roberts Is Hobnobbing with the Most Wicked and Heinous People in America at Private, Elitist Functions – How Can He Be Trusted to Make Sound Decisions for the American People?
• Rep. Andy Ogles Drafts Article of Impeachment Against Longtime Democrat Activist Judge Over Ruling That DOGE Likely Violated Constitution by Shutting Down USAID.
• Trump’s DOJ Launches Criminal Probe Into Deep State’s NYT Leak Undermining Trump’s Crackdown on Tren de Aragua Terrorists.
• BEAUTIFUL! Hundreds of College Students Are Spending Spring Break Helping Rebuild Homes in North Carolina (VIDEO).
• BREAKING: Boxing Legend George Foreman Passes Away at Age 76 .
• Soros Comes for Schumer – Dem Leader Faces End of His Career as Soros-Backed Org Marks Him for Elimination.
• Conor McGregor Confirms Run for President Days After Meeting with Trump .
• O’Keefe Media Group Obtains Leaked Audio of ESPN Producer Calling Sports Commentator Stephen A. Smith an “Angry Black Man”.
• WAS ROMANIA A TEST RUN FOR THE POLISH ELECTION?
• Trump Secures a Colossal U.S. Investment From UAE Following White House Talks.
• Breaking: President Trump Suggests Sending Violent Musk-Hating Criminals to Notorious El Salvador ‘Hellhole’ Prison.
• New York University Publishes Protest Tips Urging White People to Act as Human Shields Between Minorities and Police.
• Marjorie Taylor Greene Demands FDA Pull Approval of Dodgy COVID Vaccines ‘Causing Permanent Harm and Death’.
• European Support for Ukraine in Complete Disarray – Kallas Plan Dead in Its Tracks Among Competing Initiatives.
• Danish Prime Minister: VP Vance is Right, Mass Migration Threatens Europe’s Way of Life.
• DEMS AT WAR: Sen. Elissa Slotkin Slams ‘Activists’ Bernie and AOC — ‘What Have They Actually Done?’.
• President Trump Issues a Dire Warning as Radical-Left Judges Continue to Sabotage his Agenda – Also Calls Out Chief Justice John Roberts.

Epoch Times:

• Japan Stands by Partnership With US Ahead of Trilateral Talks.
• Taiwan Military Practices Rapid Response to Potential Chinese Attack.

Around X:

• @elonmusk

• The people attacking Teslas are trying to send the message that if you support President Trump, they will commit acts of violence to try to intimidate you. Our message to them? Terrorists in this country will be brought to justice.
• Almost a billion dollars of your taxpayer money saved.

• @LauraLoomer

• Meet Alice Hu, one of the main organizers of the Tesla Takedown protests. She is an NY "organizer", long time climate change activist, and the current executive director for Planet over Profit @pop4climate. She was one of the speakers on the Tesla Takedown organizers call this Wednesday. Hu bragged about her involvement in the violent Manhattan Tesla rallies this month, where members of POP and @sunrisemvmt were arrested for VANDALISM of Tesla Showrooms. Hu is calling for a demonstration at all 277 @Tesla showrooms in the United States. During the call, she called @ElonMusk and President Trump “wannabe authoritarians”. She also encouraged everyone on the call who wanted to get involved to protest at Tesla showrooms, or Tesla charging stations. Alice Hu is Chinese. (video)
• WATCH: Meet “Professor” Joan Donovan. Her handle on X is @BostonJoan! She was one of the speakers tonight during the @Tesla Takedown call where organizers called for 500 anti-Tesla protests to take place at @elonmusk’s Tesla Showrooms on March 29th. She is the author of a book called “MemeWars”, and she is a “Professor” at Boston University @BU_Tweets. Donovan claims to "study memes" and “disinformation”. (video)
• Hunter Biden and his wife are demanding that taxpayers provide them with an ARMORED VEHICLE while they vacation in South Africa for 3 months!!! (pic)

• @amuse

• LAWFARE: Obama judge is now acting like a special prosecutor and not an unbiased federal judge. Judge Boasberg is now conducting an evidentiary hearing demanding sworn testimony from a member of Trump's cabinet regarding state secrets. This is not normal.
• SABOTAGE: Biden killed millions of chickens moments before Trump took office. Why? (graph)
  

• @BehizyTweets

• BREAKING: Taiwan just signed a deal to invest in the $44 billion Alaska natural gas pipeline and has committed to purchasing their LNG from Alaska. This will bring billions into the U.S. economy instantly. The Taiwanese President said, "Alaska is the source of high-quality natural gas, and its relatively short distance from Taiwan facilitates transportation. We are very interested in buying Alaskan natural gas because it can meet our needs and ensure our energy security." Taiwan's leaders clearly know what they are doing. Helping make America rich gives Trump a real reason to defend them if China tries to invade. (video)

• @DC_Draino 

• Remember when CNN just magically happened to be at Roger Stone’s house when it was raided early AM by the FBI? Wonder how they got that tip. And how they knew to livestream Trump’s Butler PA rally. Puzzle pieces starting to connect.

• @EricLDaugh

• BREAKING: Florida Governor Ron DeSantis just called out Republicans in Congress and says they need to match President Trump's sense of urgency. DeSantis also calls for term limits. "I see the president doing things that are really, really transformative, but I don't see the same energy from Congress." "So much of the modern Congress is just performative. It's just political theater. It's not substantive. They're not engaged in the business of accomplishment. It's all about putting on a show to be able to get returned to office and stay there for as long as possible." (video)

• @MilaLovesJoe

• BREAKING NEWS: Holy smokes! The Department of Justice is recruiting about 1,000 agents to work on the Epstein files. See, the reason that the files haven't been released is that there is real justice coming. The AG cannot release details that would impede the future cases.

• @nataliegwinters 

• “You wanted to go down in history as the man who took down President Trump. Instead you’ll be remembered as the ultimate liar and grifter.” Christopher Steele just got called out. (video)

• @charliekirk11

• The fake news doesn't want you to see this clip. President Trump just said he will pay the two stranded astronauts overtime pay for the 286 days that they were stuck in space — out of his own pocket. Amazing. (video)
• White House Deputy Chief of Staff Stephen Miller isolates the REAL reason Democrats are shrieking at the dismantling of the Department of Education: "The Department of Education here in Washington, D.C. is overwhelmingly staffed by Radical-Left Marxist bureaucrats who are, in every way, hostile to Western Civilization…” Failing reading and math scores didn’t enrage the left, wrecking their civilizational destruction mission did. (video)

• @TimCast

• Minnesota Has 1.6 Million shares of Tesla in its pension fund. Tim Walz is such an evil man he gloated over the collapse of his own constituents retirements. These people dont understand anything about economics. (video)

• @VigilantFox

• NEW: Vivek Ramaswamy just dropped a game-changing idea for public education: merit-based pay for public school teachers. “Pay for performance. That’s what businesses do. There’s no reason we shouldn’t be running our public schools in the same way.” Vivek announced that he plans for Ohio to become the first state in the nation to adopt merit-based pay for every teacher, principal, and administrator. He says that performance reviews should go beyond standardized testing, incorporating peer reviews, parent feedback, and student outcomes—with a clear goal of rewarding the best educators. “The best teachers in the country right now, sadly, are underpaid. We need to fix that—but fix it through meritocracy,” Vivek said. “Thanks to President Trump’s bold actions today, we can lead the way.” (video)

• @LIz_Wheeler

• Remember WHY they’re committing acts of terrorism against Tesla. Because Elon Musk is exposing the very CORE of their plot to takedown America. Illegal immigration & mass migration was always the nucleus of the left’s anti-American bomb. It’s the Cloward-Piven plan. Bring in so many illegals that you break the civil institutions—welfare, education, healthcare, housing, food, the law, etc. They HAVE to break the civil institutions first… Remember Antonio Gramsci? He said for Marxist revolutions to be successful you must destroy the civil institutions on which the people rely first, before revolution. That’s what they’re doing with immigration. Flood our country with illegals. Break our welfare system. Overtake our education system. Reject our culture. Vilify America. Gaslight U.S. citizens with MSM when we object. Elon is gutting—DOGEing—the very heart of this plot.

• @TonySeruga

• REVEALED: Chief Justice John Roberts Caught in Secretive, Invite-Only Club of Elite Judges and Lawyers That Includes James Boasberg, Beryl Howell, Amit Mehta and Ketanji Brown Jackson.

OpenVAERS: 

• VAERS US COVID Vaccine Adverse Event Reports. 1,024,000 Reports(+751 from prior report) Through February 28th, 2025.
  

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.