Sunday, November 23, 2025

Monday Watch

Around X:

  • @Business  
  • @Zerohedge
  • @CNBC
  • @WSJ.com
  • @MarioNawful
  • CHINA SIMULATES STARLINK TAKEOVER WITH 1,000 DRONES. Chinese researchers just ran a massive war simulation to see if they could shut down Starlink over Taiwan. Their answer? Technically yes, but only if they use over 1,000 high-flying drones blasting signals in sync like a sci-fi light show. Why so tricky? Starlink is fast, smart, and built to survive chaos. It bounces between satellites, hops frequencies, and adapts on the fly, something that helped Ukraine keep fighting in 2022. The study shows it’s possible to jam it… just not easy.
  • ROBLOX BANNED THE GUY CATCHING PREDATORS - KEPT THE 30% CUT FROM THEIR SERVERS. 75 million kids log in daily. The 764 cult operates openly. Shirts saying "I love CP" pass moderation. Kids traded for Discord Nitro trials. An 11-year-old sold for crypto. All happening while Roblox banks 30% on every transaction. One YouTuber - Schlep, himself a former Roblox grooming victim - catches predators, gets 6 arrests. Roblox's response? Cease-and-desist letter, platform ban, press release calling vigilantes the problem. The math is simple: moderation costs money. Predators generate traffic. Traffic generates transactions. Transactions generate 30% commissions. The incentive structure is a death trap. This isn't negligence - it's a business model. They could deploy AI to catch "pedophile rapist" usernames (even misspelled). They won't. They could ban servers with 764 imagery. They don't. They could thank the guy getting arrests. Instead they sued him. Every Robux card bought at Target funds the infrastructure. Every parent who knows and keeps paying is complicit. The platform's message is clear: profit trumps kids. Every single time.
  • ZELENSKY: AMERICAN PEACE PLAN COULD FINALLY END THE BLOODSHED. “The Ukrainian delegation is working in Geneva today, focused on finding doable solutions to end the war, restore peace, and guarantee lasting security. There is an understanding that the American proposals may include elements based on Ukrainian perspectives and critical for our national interests. Work is ongoing to make all elements effective in achieving the main goal anticipated by our people: to finally put an end to the bloodshed and war.” 
  • @NickSortor
  • @WallStreetApes
  • @WallStreetMav
  • @BreannaMorello
  • @newstart_2024
  • @amuse
  • @TonySeruga
  • @disclosetv
  • @MDBreathe
  • @GenFlynn
  • @DC_Draino
  • @BasedSamParker
  • @EricLDaugh
  • @MAGAvoice
  • BREAKING! Elon Musk just reposted on 𝕏 to his 229 Million followers supporting Congress passing. - Voter ID. - Paper Ballots. - Same Day Voting. - Proof of citizenship. THIS NEEDS TO BE OUR NUMBER ONE PRIORITY. TIME TO GET LOUD MAGA.
  • @Rasmussen_Poll
  • @susanCrabtree
Night Trading
  • Asian indices are +.5% to +1.25% on average.
  • Asia Ex-Japan Investment Grade CDS Index 69.5 -.5 basis point.
  • China Sovereign CDS 47.25 -.75 basis point.
  • China Iron Ore Spot 104.8 USD/Metric Tonne +.82%.
  • Swiss Franc/Offshore Chinese Renminbi Cross 8.79 -.11% 
  • Bloomberg Emerging Markets Currency Index 36.05 -.01%.
  • Bloomberg Global Risk-On/Risk Off Index 84.8 +.2%.
  • US 10-Year Yield 4.06% -2.0 basis points.
  • Volatility Index(VIX) futures 21.2 -1.9%. 
  • Euro Stoxx 50 futures +.82%.
  • S&P 500 futures +.59%.
  • NASDAQ 100 futures +.83%.

BOTTOM LINE: Asian indices are mostly higher, boosted by technology and industrial 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.

Saturday, November 22, 2025

Today's Headlines

Around X:

  • @Business 
  • @Zerohedge 
  • @BarronsOnline
  • Had bullish commentary on (BBAI) and (BMY).
  • @IGSquawk 
  • @WSJ
  • @CNBC  
  • @MarioNawfal
  • CANDACE OWENS: THE MACRONS HAVE TAKEN OUT A HIT ON ME. "Two days ago I was contacted by a high-ranking employee of the French Government. After determining this person’s position and proximity to the French couple, I have deemed the information they gave me to be credible enough to share publicly in the event that something happens.
  • @LauraLoomer
  • @TheIntelSCIF
  • @zeeee_media
  • @GunOwners
  • @MikeBenzcyber
  • @GenFlynn
  • @LauraLogan 
  • @WallStreetApes
  • Glenn Beck exposes the Islamic takeover of America. - America now has full-time Islamic schools, over 300 nationwide, many of them in Texas. - American kids spend hours memorizing the Quran. - These schools receive federal tax dollars to operate, example: Good Tree. Academy Quran first curriculum, segregated classes. In Texas - In the last 24 months. Dallas Fort Worth has 200 Islamic centers. - Houston another 100 plus Islamic centers. - The Muslim population ranges from 313,000 to 420,000. - Texas has Muslim only communities. - Texas has Sharia law compliant financing institutions. (video)
  • BREAKING: FBI Director Kash Patel officially declares Thomas Crooks acted alone when attempting to assassinate Donald Trump in Butler, Pennsylvania. All these details discussed by Elon Musk and Joe Rogan are officially ‘nothing to see here’. (video) 
  • @BreannaMorello
  • @C_3C_3
  • @WesternLensman 
  • Incredible exchange here as Hakeem Jeffries gets IRATE with CNBC’s Becky Quick for daring to press him on his robotic ACA talking points: Quick: *Cuts Jeffries off to try to make him actually answer a question* Jeffries: “You can ask the question, I’ll provide the answer!" Quick: "Answer the question, instead of going back." Jeffries: "I'm providing an answer in order to provide context!" Quick: "It's important context to make me realize that I don't think you want to get a deal done. I think this is something where you'd like to see the rates go higher and allow the Republicans to hang themselves with that." Jeffries: "That's absolutely a ridiculous assertion. Shame on you for saying that! It’s not a partisan issue for us!" Quick: *eyeroll* This guy absolutely loses it at ANY semblance of media pushback to his scripted, robotic regurgitations. (video)
  • @RWMaloneMD
  • @JimFergusonUK
  • @TheChiefNerd
  • @EricLDaugh
  • @RenzTom
  • @McBrideLawNYC
  • @PatriotMarkCook
  • @disclosetv
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