Sunday, November 12, 2023

Monday Watch

Today's Headlines

Bloomberg:
Zero Hedge:
Wall Street Journal:
CNBC:
TheGatewayPundit.com:
X:
OpenVAERS:
SKirsch.com:
Night Trading
  • Asian indices are -.5% to +.25% on average.
  • Asia Ex-Japan Investment Grade CDS Index 115.5 -1.0 basis point.
  • China Sovereign CDS 71.5 -1.75 basis points.
  • China Iron Ore Spot 127.9 USD/Metric Tonne +.8%.
  • Bloomberg Emerging Markets Currency Index 41.5 -.03%.
  • Bloomberg Global Risk-On/Risk Off Index 68.8 +4.1%.
  • Bloomberg US Financial Conditions Index .18 -1.0 basis point. 
  • Volatility Index(VIX) futures 16.3 +1.7%. 
  • Euro Stoxx 50 futures +.31%.
  • S&P 500 futures -.31%.
  • NASDAQ 100 futures -.33%.

BOTTOM LINE: Asian indices are mostly lower, weighed down by commodity and financial shares in the region. I expect US stocks to open mixed and to weaken into the afternoon, finishing modestly lower.  The Portfolio is 75% net long heading into the week.

Saturday, November 11, 2023

Today's Headlines

Bloomberg:

Zero Hedge:
Wall Street Journal:
Barron's:
  • Had bullish commentary on (CPRT) and (MBLY).

CNBC:

Reuters:

MarketWatch.com:

Fox News:

TheGatewayPundit.com:

Epoch Times:

X:
OpenVAERS:
SKirsch.com:

Friday, November 10, 2023

Evening Headlines

Bloomberg:

Zero Hedge:
Wall Street Journal:

CNBC:

Reuters:

MarketWatch.com:

Fox News:

TheGatewayPundit.com:

Epoch Times:

OpenVAERS:
SKirsch.com: