Tuesday Watch

Today's Headlines

Bloomberg:

• China Keeps Weighing on World in View of Economists at Davos.
• US Merchant Vessel Struck as Shippers Told to Avoid Red Sea.
• Japan’s Input Inflation Flatlines for Weakest Result Since 2021.
• Australia’s Consumer Sentiment Extends Pessimism Into 2024.
• Ukraine Peace Plan Talks in Davos End With No Clear Path Forward.
• Asia Stocks Lower; Oil Steady After Monday Decline: Markets Wrap.
• Oil Edges Higher as Red Sea Tensions Elevate Crude Market Risks.
• Add Soaring Insurance Bills to Mounting Red Sea Trade Chaos.
• Republicans Battle for Runner-Up as Trump Leads Iowa Caucuses.
• Iowa Republicans Rank Immigration as Top Issue Ahead of Economy.
• Elon Musk Wants Greater Control of Tesla Before Building Its AI.
• A Pessimist’s Guide to Global Economic Risks in 2024.
• AI Can Convincingly Mimic A Person's Handwriting Style, Researchers Say. 
• Retirement Savers Are Putting More Money Into Stocks, Survey Shows.

Zero Hedge:

• "It's All Over": Powell's WSJ Mouthpiece And JPMorgan Confirm Imminent End Of QT.
• When DEI Becomes DIE: FAA Now Hiring People With "Severe Intellectual And Psychiatric Disability".
• Fani Opens Up: Fulton County DA Says 'You Cannot Expect Black Women To Be Perfect And Save The World'.
• Americans Divided On Progress Made Since 'I Have A Dream' Speech.
• Pro-Palestinian Rioters Nearly Breach White House Gate In Clash With Police.
• Iran Launches Ballistic Missiles Against Foreign 'Espionage Centers' In Iraq's Erbil.
• Defense Secretary Austin Finally Leaves Hospital After 2 Weeks, Refuses To Resign.
• Martin Luther King Jr Day News Round Up - Newsquawk Asia-Pac Market Open.
• FDA Launches Fresh Bid To Toss Out High-Profile Ivermectin Case.
• Lawfare Against Trump Is Running Out Of Gas: VDH.
• Houthi Militants Attack US Container Ship With Ballistic Missiles Days After Biden Attack On Yemen.
• Death, 'Disease X', & "Rebuilding Trust" With The Denizens Of Davos.
• UC Davis Brags About "Advancing MLK's Legacy" Through DEI Programs. Still Employs Prof After Homicidal, Anti-Semitic Rant.
• S&P Bulls 'Be Careful What You Wish For': Goldman Exposes The 'Casualty' Of The Fed's Pivot.
• Biden Angry With Republicans Trying To Stop Kids Seeing Gay Porn.
• Secret German MoD Document Lays Out Path To World War III.
• China Sidesteps Nvidia Chip Ban As Military, Government Acquire Powerful H100s.
• Goldman: We Are Priced For Perfect Disinflation, Which Is Not A Comfortable Place To Be.
• Price Wars Spark Rout In China's Consumer Sector.
• Qatar Pauses LNG Shipments In Red Sea After US Bombs Houthis.
• Massive Money-Printing Will Accelerate As Debt Soars.
• Illinois Governor Complains About Migrant Buses - Blames Republicans For Border Crisis.
• Eroding Europe Profit Forecasts Are Risk For Stocks. 
• NBC News Admits 'Deep State' Exists... To Save Us From Trump's Return.
• GS bankers see a strong pick up in M&A interest YTD.
• Which Jobs Have A Future?
• "It's The Economy, Stupid!" - The Real Reason So Many Young People Are Living With Their Parents. 
• Fed's Bostic believes rates need to stay on hold until at least the summer - Newsquawk Europe Market Open.

Wall Street Journal:

• Trump Seeks Big Win in Iowa Caucuses as Voting Begins.
• How Trump Became Unstoppable in Iowa.
• Medicare Patients on Pricey Drugs Are Saving Big This Year.
• Forget the Meme Stocks, Investors Hunt for Quality.
• Shoppers Prefer Staying Outdoors. That’s More Trouble for Malls.
• Boeing’s Pile of Problems Gets Bigger as a Crucial Buyer Hesitates.
• The Humiliation of Davos Man. He isn’t taking over the world. He’s pleading with the world to trust him.
• Crash Parties, Escape Dull Chitchat and Make Powerful Friends: What Davos Elites Know6 min read.
• Robots Are Looking Better to Detroit as Labor Costs Rise.

CNBC:

• AI fever takes over Davos pushing crypto aside as the new cool kid on the block.
• Redesigned Apple Watches not subject to import ban, U.S. Customs says.
• NYSE vice-chair sees ‘robust’ pipeline of potential IPOs in 2024.

Reuters:

• 'Precarious' year ahead for world economy, Davos survey predicts.
• Microsoft offers $20 consumer AI subscription to boost business.
• Toy manufacturers' shift from China is no child's play.
• Bank valuations could rise by $7 trillion in five years, study finds.
• Apple offers iPhone 15 at rare discount in China as competition intensifies.

MarketWatch.com:

• Baidu denies Chinese military link after report sent stock tumbling.
• Goldman Sachs lists 10 reasons it’s more confident about the U.S. economy.

NewsMax:

• 'MAGA' Strong Among Likely Iowa GOP Caucus Voters.

Fox News:

• Fauci’s former boss who downplayed COVID lab leak theory now says it was credible.
• Former Biden aide shreds 'Bidenomics' message in blunt message to White House.
• Texas university mocked for woke science course with no final exam.
• Dr. Drew sounds alarm over ‘extremely worrisome’ findings on pot.

TheGatewayPundit.com:

• Woke Mark Cuban Gets O’Keefed, Goes on Nasty X Rant Calling James O’Keefe a “Mother***ing P*ssy” for Questioning His DEI Stances at the Gym, Asking Why he Won’t Let Short Asian Women on his Basketball Team.
• Explosions Rock US Consulate in Erbil, Iraq – Iran Claims Responsibility – Feeble Joe Biden Calls an Early Lid.
• Biden Hammered for His ‘Unconscionable War’ on Faith.
• Texas Attorney General Ken Paxton Addresses Blank Ballot Adjudication Concerns, Demands Release of Machine Audit Logs.
• REPORT: Iranian IRGC Commanders and Advisers ON THE GROUND in Yemen Directing the Attack on Ships.
• Fully Vaxxed and Boosted “All My Children” Actor Dies Suddenly at Age 50 – COVID Suspected as Cause of Death.
• WATCH: Junk Scientist and Serial Liar Al Gore Makes Absurd Global Warming Prediction “Once We Get to True Net Zero”.
• DEVELOPING: Texas Grid Operator Asks Residents to Conserve Energy, Unplug Appliances, Amid Bitter Cold Snap Due to Issues with Solar, Wind Generation.
• BREAKING: Houthi Missile Hits a US-Owned Cargo Ship in the Red Sea.
• Thousands of German Farmers and Truckers Paralyze Berlin, Calling for Radical Left Wing Government to Step Down.
• Nikki Haley Donor Reveals Where Her Money is Coming From During Interview with Never-Trump Fox News Host Neil Cavuto (VIDEO).
• Rand Paul Fires Off on What He Really Thinks Fauci Deserves: ‘Frankly, He Should Go to Prison’.

The Epoch Times:

• The Corruption of the CCP’s Satellite Launch Center Deserves Attention.
• Taiwan Loses Nauru as Ally Days After Elections Amid Tension With China.

OpenVAERS:

• VAERS US COVID Vaccine Adverse Event Reports. 997,917 Reports(+9,212 from prior week) Through November 3rd, 2023.

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.

Night Trading

• Asian indices are -.75% to +.25% on average.
• Asia Ex-Japan Investment Grade CDS Index 98.0 +1.0 basis point.
  
• China Sovereign CDS 64.0 +2.75 basis points.
• China Iron Ore Spot 127.5 USD/Metric Tonne +.03%.
  
• Bloomberg Emerging Markets Currency Index 41.2 -.12%.
• Bloomberg Global Risk-On/Risk Off Index 57.4 -.9%.
• Bloomberg US Financial Conditions Index .96 unch. 
  
• Volatility Index(VIX) futures 14.9 +2.8%. 
• Euro Stoxx 50 futures -.31%.
• S&P 500 futures -.28%.
• NASDAQ 100 futures -.37%.

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 rally into the afternoon, finishing mixed.  The Portfolio is 75% net long heading into the week.

Today's Headlines

Bloomberg:

• Biden Says US Doesn’t Support Taiwan Independence After Vote.
• Taiwan’s Next President Is Former Kidney Doctor Beijing Despises. 
• Chinese Government Bought Nvidia Chips Despite US Ban, Reuters Reports. 
• China Vows Zero Tolerance for Financial Crimes, Will Review Punishments.
• US, UK Fighter Jets Strike Again in Yemen, Al-Masirah TV Says.
• Taiwan Election Result to Force Compromise in Boost for Markets. 
• UK Housing Market Heats Up With a Strong Jump in Asking Prices.
• What’s at Risk as Half of the World’s GDP Heads Into an Election Year.
• Ukraine Holds Davos Peace Plan Talks in Bid for Visibility. 
• Artificial Intelligence Will Affect Almost 40% of Jobs, IMF Says.
• Asia Mixed on Taiwan Elections, Ahead of China MLF: Markets Wrap.
• Oil Declines as Tough Outlook Overshadows Middle East Tensions.
• US Economy Set for Another Cash Boost If Congress Backs Tax Deal.
• Frigid Weather Hammering the US Threatens to Upend Iowa Voting.
• Billionaire Bill Ackman Backs Dean Phillips to Challenge Biden.
• Nvidia’s Red-Hot 2024 Start a Bright Spot as S&P 500 Eyes Record.
• Apple to Shutter 121-Person San Diego AI Team.
• The Green Investor Calling Out Biden’s Climate Law for Enriching Bankers and Consultants. 
• Bone-Chilling Cold Tests Power Grids From Texas to Alberta.
• Five Key Charts to Watch in Global Commodity Markets This Week.

Zero Hedge:

• NBC News Admits 'Deep State' Exists... To Save Us From Trump's Return. 
• "We're Going To See Brownouts In Major US Cities": Competition For Electricity Is Now An Unstoppable Race.
• When DEI Becomes DIE: FAA Now Hiring People With "Severe Intellectual And Psychiatric Disability".
• The Propaganda That Is Selective Science.
• Weekend News Round Up - Newsquawk Asia-Pac Market Open.
• TME Weekend: 2024 will see a merger & buyback bonanza.
• Gold's Time To Shine: Goldman Sees "Most Immediate Compelling Upside Opportunity" In Barbarous Relic.
• COVID-19 Shots Linked To Autism In Vaccinated Rats: Study.
• Morgan Stanley: Why March Is Far Too Soon For The First Rate Cut.
  
• Americans Identifying As Democrats Hits Record Low.
• "It Just Sort Of Appeared" - Fauci Comes Clean Over 'Science-less' Six-Foot-Distancing Rule.
• Kyle Bass Blasts US Gov't For Giving China 'Micro Nuclear Battery' Tech.
• Healthcare hopes. Many reasons to believe that 2024 will be a great year for the sector.
• Air Force Whistleblower's Concerns "Legit" Over US Govt UFO Program Cover-Up; House Oversight Committee.
• CDC Ordered To Disclose Crucial Information From COVID-19 Vaccine Surveillance System.
• Latest Congressional Can-Kick Delays Debt Ceiling Doom Until March.
• Sen. Rand Paul Declares 'Never Nikki' In Anti-Endorsement For 2024.
• Southwest Airlines Deletes X Post Celebrating "All Female Flight Crew".
• New Restrictions On Independent Contractors Could Destroy Gig Work.
• Where NATO Defense Expenditure Stands.
• 'Escalation Trap': 100 Days Into Gaza War, Biden Fails To Achieve Basic Policy Goals.
• Australia Shows Why Americans Should Not Give Another Inch On Gun Rights.
• Where Do The World's Wealthiest People Live?
• First Active-Duty Air Force Officer To Compete for Miss America, Dreams Of Being A Top Gun Fighter Pilot.
• Western Brands Boycott Calls Intensify After US Jets Bomb Yemen.
• Voter Fraud Convictions Challenge Narrative Of Secure Elections.
• FBI Stonewalls Over Seth Rich Laptop Production. 
• ATF Says The Quiet Part Out Loud.

Wall Street Journal:

• It Won’t Be a Recession—It Will Just Feel Like One.
• Renting Clothes Was Supposed to Be the Future of Fashion. Then Shoppers Got Bored.
• The Monumental Task of Clearing Debris From the Maui Fire.
• After 100 Days, Israel’s War With Hamas Threatens to Spill Beyond Gaza.
• Iowa Democrats Feel Left Out of the Party.
• Drones Are Changing How Wars Are Fought.
• Taiwan Voters Snub Beijing Again, Leaving China With Few Good Options.
• Goldman Sachs Goes Big on Lending to the Wealthy.
• Hertz, Tesla and the Perils of CEO Groupthink. The rental company was far from alone in making a losing bid on electric cars.
• For Gen Z, Tough Guys Wear Rings—Lots of Them.
• ‘This Has Been Going on for Years.’ Inside Boeing’s Manufacturing Mess.
• Chevy Blazer Troubles Add to GM’s EV Growing Pains.

CNBC:

• Hertz makes ‘agile’ decision to shift strategy and sell EVs, Teslas.
• Biotech and pharma companies are betting on a promising class of cancer drugs to drive growth.
• After big tech layoffs, Silicon Valley may have lost its monopoly on workers.
• Congressional leaders reach short-term spending deal to keep government open until March.
• As diversity, equity and inclusion comes under legal attack, companies quietly alter their programs.
• Top Wall Street analysts recommend these stocks for dividend-oriented investors.

Reuters:

• Taiwan election a relief for world markets, concern for local investors.
• FedEx has not seen much impact from Red Sea disruptions, CEO says.
• Wall St Week Ahead Red Sea tensions put focus on struggling U.S. energy stocks.

MarketWatch.com:

• Why Microsoft’s stock is a better investment than Apple.
• JPMorgan CEO Jamie Dimon says the economy is ‘resilient.’ How do other banks feel about that?

NewsMax:

• Blaine Holt: Israel Will Go After Iran, Proxies.
• Biden Hits New Lows as Trump Dominates Field in New National Poll.
• Manchin: Third-Party Race Decisions Should Wait Until Super Tuesday.
• Rubio Endorses Trump on Eve of Iowa Vote.

Fox News:

• Iran closes in on nuclear bomb as Biden’s costly ‘de-escalation’ plan backfires.
• Fed-up bosses on why they refuse to hire Gen Z: 'They're different'.
• Expert's list of foods that increase your risk of dying from cancer.

TheGatewayPundit.com:

• NBC News Reports ‘Deep State’ Plot to Facilitate a ‘Military Coup’ Against Trump Amidst Fear for Alleged ‘Retribution’ if Re-Elected.
• President Trump Delivers Pizza to First Responders in Iowa (VIDEO).
• “You Cannot Expect Black Women to be Perfect” – Fani Willis Plays Race Card After Allegations of ‘Improper’ Relationship with Top Trump Prosecutor (VIDEO).
• Ozempic Manufacturer Sued after Patients Blame the Drug for Stomach Paralysis and Other Complications.
• U.S. Government is Demanding Details on Your Fertility, Bathing Habits, More.
• Retired NYPD Officer Says Fear in NYC is ‘Palpable’ Amid ‘Disorder,’ ‘Decay’.
• WIND TURBINE FAIL: Texas Power Grid Operator Issues Warning Amid Extreme Cold Snap.
• FOX News: Iowa Democrats May Switch Parties to Vote for Nikki Haley (VIDEO).
• Breaking: Georgia State Senators Introduce Legislation to REMOVE Dirty Brad Raffensperger from State Election Board and Open Up Investigations Into His Alleged Violations.
• Biden: “If My Republican Colleagues Don’t Fund Ukraine, They’re Gonna Have an Awful Lot to Pay For” (VIDEO).
• Polish PM Tusk Doubles Down on Chasing Adversaries, Vows To Ignore Judicial Decision in Order To Prosecute Former Central Bank Governor.
• Ben Carson Warns Trump Supporters in Iowa to ‘Look Out for Dirty Tricks’ (VIDEO).
• You Can’t Make This Up… NBC News Claims Climate Change Killed Off “Real King Kong” Giant Apes 295,000 Years Ago — “Did Not Fall off the Empire State Building”.
• FLASHBACK: Here’s a Look Back at the Crazy Lady Who Said Trump Raped Her But Can’t Remember the Year and Calls her Cat “Vagina T. Fireball” and Paints Her Trees Blue – ELECTION INTERFERENCE!
• Two More Republican Senators Have Now Endorsed Trump for 2024.
• It’s Been Almost a Year Since the Disaster in East Palestine, Ohio and Joe Biden Still Has Not Visited.
• American Academy of Pediatrics Article Says Laws Banning Trans ‘Care’ for Kids is ‘Medical Neglect’ .
• HAPPENING NOW… Pro-Palestine Protesters Try to Breach White House, Violently Shake Security Fence (VIDEO).
• “I Plead With You for Mercy” – Illinois Gov. JB Pritzker is The Latest Pro-Illegal Immigration Democrat to Beg Greg Abbott to stop Sending Illegals – Pritzker Previously Diverted Housing Dollars From Citizens to House Illegals.
• Schumer-Lankford Border Deal Includes Controversial Plan to Increase Green Cards by 50,000 Annually and Allow 150,000 Illegal Immigrants Monthly.
• From Espionage to Diplomacy: Understanding and Confronting China’s Multifaceted Threat. 
• Disgusting: Anti-Israel Protesters Deface and Vandalize National Cemetary in LA Where 90,000 American Heroes are Laid to Rest.

Epoch Times:

• World Congratulates Taiwan on Presidential Election.
• CCP Warns Australia Over Support for Taiwan.

X:

• @WallStreetApes - American Farmers Not Named Bill Gates Are Coming Up With Real Environmentally Friendly Solutions To Raising Organic Chicken Farms That Don’t Include Vaccines & Artificial Meat. This Footage Was Filmed This Evening 1/13/24 Near Palm Springs, California. You Can See An Unnatural Wave Pattern & Trails, At The End Of The Clip The Aircraft Is Caught On Camera Making A Trail. (video)
• @WallStreetSilv -  It that goes into effect, we will have hundreds of millions of people from around the world trying to cross the southern border. That one provision, if it becomes law, will destroy the USA. Senator James Lankford, a RINO Republican from Oklahoma, is insane. (202) 224-5754.
• @wideawakemedia - Fox News guest PERFECTLY summarises the World Economic Forum's 'Great Reset' agenda, in just one minute: "The WEF is a fanatical political organisation that uses fear and manipulation, like Covid hysteria, like the hoax of global warming, to really facilitate people thinking that somehow they're the saviours, but really all you're doing is helping them accomplish their goal, which really is a global public-private fascist movement, and fusion of big government, big tech [and] big money, to create a technocratic ruling elite, which conveniently is them." (video) Australian broadcaster, Alan Jones, utterly schools a panel of climate zealots on the reality of the #ClimateScam. "CO2 is 0.04% of the atmosphere, and human beings are responsible for 3% of that 0.04%... It's like saying: 'There's a granule of sugar on the Harbour Bridge. Clean the bridge up, it's dirty'." "It is literally a prison planet." Former Blackrock portfolio manager, Ed Dowd (@DowdEdward), explains why every last remnant of human freedom depends on mass resistance to CBDCs. "Once the central bank digital currency is linked to all your credit cards and bank accounts, then social controls can be implemented. If you're a dissenter like me, talking about truth, they shut you down." (video)
• @MJTruthUltra - Dr. Deborah Birx says “Long Covid” is now Similar to HIV But but.. the “Science” said that any HIV connection was a cONspiRaCy THeOry. Check out all these ”coincidences”.
• @JackPosobiec - BREAKING: Rand Paul announces formation of NEVER NIKKI, slams her neocon politics. (video)
• @DrAseemMalthotra - BREAKING BBC News: Cardiologist says likely contributory factor to excess cardiovascular deaths is covid mRNA vaccine and roll out should be suspended pending an inquiry. (video)
• @DschlopoesIsBack - This might be the most eye-opening video clip that you see this year... The COVID shots pushed on billions of people could only be justified if there were no treatment options. So, what did they do? According to Dr. David Martin, they let people die and suppressed treatments to make way for a “vaccine.” (video)
• @SpartaJustice - THE CLIMATE CHANGE LIE: Bill Gates I do not want your money, declares fearless 31 year Harvard Scientist who has scientifically confirmed that CO2 Climate Change theory is a big lie used to control humanity. C02 is the gas of life, they are delusional, global warming is nothing.
• @TheChiefNerd -  “The website for federal grants shows EcoHealth Alliance currently has 11 active grants with the National Institutes of Health (NIH)— worth a total value of $46 million. Almost all were signed after the Covid pandemic emerged — with two worth $4.5 million signed off as recently as 2022.
• @LauraLoomer - WATCH: President Trump has a message for Iowa voters! Please don’t take the Caucus for granted. Don’t let the weather keep you inside. It’s imperative that every Trump supporter comes out and Caucuses for President Trump on Monday, January 15th. Be there before 6:30 pm and leave early to calculate possible weather delays since you have to drive slower in the snow. (video) WATCH: ⁦@NikkiHaley⁩ Runs Out Back Door of Her Own Event After Being Asked by ⁦@LoomerUnleashed⁩ About Donations from Epstein Associate. EXCLUSIVE: IOWA CAUCUS VOTE COUNTING CONFLICT OF INTEREST. I have discovered that the Iowa GOP has hired Patrick Stewart of Red Oak Strategic LLC to oversee the process of counting the votes on the day of the Iowa Caucus.
• @DC_Draino - Looks like Georgia taking 1 big step closer towards the truth about the 2020 election Over a dozen state Senators have sponsored and filed a bill to remove corrupt Sec. of State Brad Raffesberger from the State Election Board These Senators will then investigate his involvement in the 2020 coverup. Remember, Rudy Giuliani has to pay $140 million for saying Georgia’s elections are rigged while the GA Senate actively investigates rampant election fraud.
• @TPostMillennial - Donald Trump hilariously calls out Biden’s Electric Vehicle mandate: “I call it the Green New Scam.” (video)
• @SteveKomacki - Final NBC News/Des Moines Register/Mediacom Iowa GOP Caucus poll: Trump 48% Haley 20% DeSantis 16% Ramaswamy 8%.
• @crushthemarket - Coming to Australia very soon. Thx to moronic WEF puppets going all in on renewables just like the other major WEF puppet in Canada.
• @MakisMD - "Silent Cardiac Killer" Fraud: >20 young people age 14-35 drop dead each week in the UK. 1 in 300 now have "undetected heart conditions". How they're planning to cover up COVID-19 Vaccine Cardiac Deaths. mRNA & Pregnancy - New Turkish Study: Pregnant rats were given Pfizer COVID-19 mRNA Vaccine. Newborn rats developed autism, had fewer neurons, impaired motor function, neuro-degeneration & poor neurodevelopment. Shocking new study just published Jan.11, 2024!
• @GenFlynn - There is so much corruption surrounding the “war in Ukraine” and every single US political figure involved in keeping this war going or hiding the truth from the American people must be ousted from office. Some (many) need to be investigated for crimes committed against humanity. (video)
• @EndWokeness -  Johns Hopkins class of 2026: 16% Black (US: 13%) 16% White (US: 60%) 21% Latino (US: 19%) 30% Asian (US: 7%) Whites are underrepresented by 375% compared to their overall population.
• @IGSquawk - Weekend markets update: #DAX 16685 -0.08% #DOW 37525 -0.04% #NASDAQ 16807 -0.04% #FTSE 7616 -0.10% #HANGSENG 16206 -0.08% #GBPUSD 1.27406 -0.05% #EURUSD 1.09485 -0.07% #USDJPY 144.974 +0.07%.

OpenVAERS:

• VAERS US COVID Vaccine Adverse Event Reports. 997,917 Reports(+9,212 from prior week) Through November 3rd, 2023.

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.

Today's Headlines

Bloomberg:

• Taiwan Elects US-Friendly President Defying China’s Warnings.
• China’s Recovery Is Set to Be ‘Slow and Bumpy’ in 2024.
• Communist China Clamps Down on Chatter About Taiwan’s Election. 
• Taiwan’s Ability to Defend Against China Invasion Thrown Into Question. 
• China Housing Slump to Continue Into 2025, Says Ex-PBOC Official.
• Xi’s Empty Dream City Shows Limits of His Power, Even in China.
• Extreme Cold Hammers Wide Swath of US Over Holiday Weekend.
• Spot Gas Prices Jump Over 400% Ahead of Texas Cold Blast.
• Bill Ackman Is Bringing Activist Playbook to America’s Culture Wars.
• A Major Republican Donor in Iowa Says He's Decided to Back Trump.
• Why the Cost of Money Is About to Go Up.
• 50 Companies to Watch in 2024. 
• Bad Office Loans Mount at Bank of America, Wells Fargo.
• Five Themes for Investors to Watch as Earnings Season Kicks Off.'

Zero Hedge:

• Lloyd Austin Remains Hospitalized - And Should Absolutely Be Fired For Hiding Condition
• All 50 US States Under 'Active' Federal Weather Alerts
• Houthis Vow "Strong Response" After 2nd Round Of US-UK Strikes On Yemen
• Democrats Bring Bill To Prohibit Armed Citizen Militias
• 'Look Through The Noise' In Inflation Data - Goldman Says "It's Time For CBs To Start Easing"
• Haley Campaign Demands Iowa Station Stop Airing Attack Ad
• Hartnett: 68 Days Until The First Fed Cut, 81 Days Until US Debt Hits $35 Trillion...
• Data Don’t Show Clear Link Between Weight-Loss Drugs And Suicidal Ideation: FDA
• Two Weeks After "Hottest Year" Ever, NFL's Bills-Steelers Game Postponed For Snow
• Fani Spanked: Jim Jordan Launches Investigation Into DA's Alleged Lover As Trump-Georgia Case Goes Off The Rails.
• Republicans Score Major Win Against DEI In A 'Purple' State.
• Positioning is extremely long.
• George Carlin's Daughter Denounces AI Simulation Of His Comedy.
• Polar Blast Sends Power Prices Soaring, Spot NatGas Ripping, And Risk Of "Freeze-Offs".
• Yellen's Bald-Faced Lies Exposed.
• Taiwan Elects William Lai President In Snub To China, Beijing Responds By Stressing 'Inevitable Reunification'.
• 2024: The Year Of Deepening Social Tensions - Anecdotal Evidence Of Three Worldviews.
• Airbus Jet Orders Hit Record As Boeing Plagued With Reputation Crisis Over Max Woes.
• Macleod On The Geopolitical Year-Ahead: BRICS, Gold, & Israel Gone Rogue.
• Journalist Gonzalo Lira Reported Dead In Ukrainian Custody.
• The EU Wants To Spy On Europeans' Internet Use.
• Gates gangster. Ballmer baller.
• Low bar, low on deals & crap continues crashing.
• Visualizing The Top Global Risks In 2024.
• The Orwellian Assault On The Past Continues.
• Where Cocaine Is Produced (And Where It's Consumed).
• The Homeless Camps' Disease Trifecta.
• "If Truth Shall Prevail, Here Is How History Will Remember 'January 6'...".
• Yellen Boasts About Clean Energy Tax Break Success Despite $1.7T Deficit And $34T In Debt.
•   Turkey, Russia Condemn Strikes On Yemen: West Turning Red Sea "Into A Bloodbath".
• Wisconsin Judge Rules Use Of Mobile Vans In Absentee Voting Violates State Election Law.
• Houthis Undeterred After US Coalition Pummels Over 60 Targets With Tomahawk Missiles, Airstrikes.
• "Disinformation Doomsday Scenario": AI-Powered Propaganda Is The Latest Threat To Humanity (That Must Be Censored).
• State AGs Blast Biden, Wall Street Plan To Sell Rights To America's Public Lands.
• Watch: Bill O'Reilly's Epic "Get Out Of My House" Rant Goes Viral.
• SETI Overtaken By Woke Ideologues More Interested In Debating Transphobia & Whiteness Than Searching The Stars.
• "The Deep State Is Terrified" - Dr. Ben Carson Warns Iowa Trump Supporters "Be Looking For Dirty Tricks".
• Ray Epps' 'Sentence' Is "A Thunderous F**k You" To Half Of America.
• 2024 Starts With Deposit Flight From Large Banks, Loan Volumes Shrink; But Trouble Is Brewing For Small Banks.
• Soft PPI sees market price close to seven Fed cuts for the year - Newsquawk US Market Wrap. 
• Yield Curve Dis-Inverts As 'Ummm-flation' Sparks Surge In Rate-Cut Odds, Ethereum, & MAG7 Stocks.

Wall Street Journal:

• Why No One Goes Out to Eat in D.C. Anymore. Misguided public policy has led to fear on the streets and surcharges on restaurant bills.
• The New Segregation on Campus. UCLA’s medical school divides students by race to teach ‘antiracism.’
• U.S. Strikes Give Houthis the Enemy They Long Sought.
• The Harvard Grad’s Dark Secret.
• Taiwan Voters Defy Beijing in Electing New President.
• ‘This Has Been Going on for Years.’ Inside Boeing’s Manufacturing Mess.
• Biggest U.S. Renewable Project Under Way, Finally.
• Luxury Hand-Me-Downs Are Now Worth Billions of Dollars.

Barron's:

• Had bullish commentary on (TMO), (INTC), (GHC) and (CASY).

CNBC:

• U.S. carries out new strike in Yemen after Biden vows to keep pressure on.
• ‘Taiwan is China’s Taiwan’: Beijing reacts to pivotal presidential election.
• Flight cancellations pile up as winter storm, 737 Max 9 grounding disrupt travel.
• Bitcoin ETFs could open floodgates to $30 trillion wealth management market.
• Microsoft tops Apple as world’s most valuable public company.

Reuters:

• US power and natgas prices soar as extreme freeze hits natgas supplies.

MarketWatch.com:

• A weekend of ferocious winter weather could see low-temperature records set in the U.S. heartland.
• Opinion: A $45 Stanley water bottle is everything that’s wrong with America right now.
• Why the debut of bitcoin ETFs could be bad news for crypto stocks, futures ETFs.
• Consumer spending and a key Fed speaker on markets’ radar this week.

NewsMax:

• Kari Lake: Cold, Trump Will Break Iowa Caucus Records Monday.
• Rep. McCaul: Mayorkas Impeachment Could Come by Late January.

Fox News:

• Biden stresses US ‘does not support’ Taiwan independence after ruling party wins election.
• Hamas leaders plotting worldwide terror blitz, IDF warns in chilling report.
• Bombshell UFO footage ‘blows up decades of conspiracies’ as whistleblowers step forward.

TheGatewayPundit.com:

• JUST IN: John Kerry to Step Down as Biden Climate Czar After Operating in Secret For Three Years.
• Illinois Citizens Group Files Formal Complaint with Illinois State Board of Elections – Lost Votes, Ghost Votes, OVER 4 MILLION Possible Registration Violations: Voter Shocked to See Ballots Have Been Cast in Her Name for Years (VIDEO).
• Former T-Mobile Agent Confirms Company’s Censorship of The Gateway Pundit Including Eliminating TGP Links in Text Messages to Wireless Users.
• Tucker Carlson Episode 64: What Happens if America’s Power Grid Fails? (Video).
• J6 Political Hostage and Army Veteran William Chrestman Sentenced To 4.5 Years In Prison For Walking in US Capitol – Committing No Violence on Jan. 6.
• Pollster Frank Luntz Cringes as He Admits Trump Will Win in 2024 (Video).
• Poll: Americans Identifying as Democrat Falls to Record Low, Best Numbers for GOP Since 1991.
• Germany’s Failing Scholz Stoops To Spreading Rumors and Conspiracy Theories – Wants To Tarnish and Criminalize Rapidly Rising AfD.
• The War Against World Supply Chains Turns Hot(ter).
• Parents Launch Recall Effort Against Virginia School Board Member Sworn In on Stack of LGBTQ Books (Video).
• US Embassy Confirms Death of Gonzalo Lira in Ukrainian Dungeon; Was Victoria Nuland Behind It?
• Peter Sweden: CLIMATE MADNESS – Wind turbines FREEZING in the cold.
• Trump-Hating Actress Barbra Streisand Allegedly Used $200K in Small Business Pandemic Cash to Pay Gardener at Her Mansion.
• Expert Investor Kevin O’Leary Completely Dismantles the Letitia James Case Against Trump: ‘This Doesn’t Even Make Sense’ (VIDEO).
• Senator Rand Paul Declares Himself ‘Never Nikki’ for 2024 (VIDEO).
• US Kids May Soon Be Banned from Playing Tackle Football by Same State That Encourages Permanent Pediatric Gender Procedures.
• JUST IN… Elon Musk Rips Mark Zuckerberg For Funding Illegal Voting Vans in 2020 Election.

Epoch Times:

• China Exploits US AI.
• China Vows to ‘Crush’ Taiwan Independence Efforts.

X:

• @IGSquawk - Weekend markets update: #DAX 16699 0.00% #DOW 37536 -0.02% #NASDAQ 16797 -0.10% #FTSE 7624 0.00% #HANGSENG 16213 -0.03%.

OpenVAERS:

• VAERS US COVID Vaccine Adverse Event Reports. 997,917 Reports(+9,212 from prior week) Through November 3rd, 2023.

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.

Evening Headlines

X:

• @WallStreetSilv - New UN report demands $150 trillion for the “climate crisis.” How'd they get to 150? At least $5 trillion per year for crony green projects. Along with trillions to bribe third world countries into ditching cheap fossil fuels. So their people stay poor and keep flooding into America and Europe to become reliable left-wing voters. (video) The World Economic Forum and Klaus Schwab are preparing for “Disease X” which would be 20x more deadly than Covid. They are discussing what steps may be necessary, such as limiting your free speech to oppose their vaccination plans. They are not shy, they openly tell us about their plans before they impose them. The Gates foundation is moving forward with vaccination for cows and chickens. He wants to "Help animals survive". (video)
• @KobeissiLetter - While CPI inflation is at 3.4%, inflation is much higher in many basic necessities: 1. Car Insurance Inflation: 20.3% 2. Transportation Inflation: 10.1% 3. Car Repair Inflation: 7.1% 4. Rent Inflation: 6.5% 5. Homeowner Inflation: 6.3% 6. Hospital Services Inflation: 5.5% 7. Food Away From Home Inflation: 5.2%.
  
• @WallStreetApes - EXTREMELY IMPORTANT. Legislation Proposed In New Hampshire That Would Prohibit The Intentional Release Of Cloud Seeding , Weather Modification, Excessive Electromagnetic Radio Frequency & Microwave Radiation. You wouldn’t need legislation to ban something that wasn’t happening. NEW: The Mayor Of Denver, Colorado Has Announced An Effort To Cut $150 Million From The City Budget To Redirect To Services For Illegal Immigrants. Their Shelters Are FULL Of Illegals, So They’re Cutting The 2024 Budget Of American Citizens & Allocating it To Illegal Migrants. Fake News Mainstream Media Works For Big Pharma, Here’s The Proof Big Pharma Is Keeping Cable TV In Business. 75% Of Ad Revenue On Cable Television Comes From The Pharmaceutical Industry America is 1 of 2 Countries in the Entire World that Allow Pharmaceutical Ads on TV.
• @disclosetv -  NEW - Large protest in Yemen after US/UK airstrikes. (video) NEW - Majority of European drivers purchasing a used car are foregoing second-hand electric vehicles in favor of their combustion engine equivalent, car dealers suggest.
• @Libsoftiktok - NEW: Nikki Haley's foundation has a program called My First Library which offers kindergarteners DEI-themed books in South Carolina schools. Do voters in New Hampshire want DEI pushed onto their kids in schools? Nikki Haley is not a Republican. Don't be fooled! Listen to how the audience laughs and claps. We know they’re pedophiles. They know they’re pedophiles. They know we know they’re pedophiles. They simply don’t care cuz they know nothing will happen to them and the powers that be will protect them. (video)
• @DC_Draino - Gee, I wonder if there was any massive government program recently forced upon everyone that changed people’s immune systems with no longterm studies. What could it be?!
• @TaraBull808 - BREAKING: German railways have joined the Farmers and Truckers protest. When will the media report on this? (video)
• @kevinnbass -  Just two years ago, 30% of Democrats believed that children should be taken away from unvaccinated parents. Nearly 50% of Democrats believed that the unvaccinated should be sent to camps. These are not tolerant, kind people. This is what a totalitarian ideology looks like. (poll)
• @VigilantFox - Wow. Scientists are now warning that the latest COVID variant could trigger a “heart failure pandemic.” And get this: Pfizer, the same company that sold you the so-called vaccines, is making a big bet on that “heart failure pandemic.” (video) This is one of the biggest stories the TV isn't telling you. You can reduce your risk of cancer, the #2 killer in the world, by 60%, according to findings from a recent study. How? Three simple interventions: #1 - Supplement with Vitamin D #2 - Supplement with omega-3 fatty acids #3 - Implement a simple home exercise program into your life. (video) Why Aaron Rodgers Is Still Furious About COVID: (list) The Pfizer COVID-19 “vaccine” injected into billions of arms was not the same one used in Pfizer’s clinical trials. There was a “bait-and-switch.” Perverse brainwashing techniques were thoroughly studied to get you jabbed.
• @RWMaloneMD - Dr. Robert Malone Drops The Bomb Regarding Lies To Combat “Vaccine Hesitancy”.
  
• @zerohedge - Advanced Prostate Cancer Cases On The Rise After Years Of Decline. Why Are "Hottest Year" Ever Headlines Spiking Right Before A Polar Vortex? (graph)
• @songpinganq - It's happening in China now. Once you are blacklisted by social credit system, you can no longer use China's CBDC digital wallet-Alipay or Wechat pay. Which means you can't order food, book hotel room, buy train/plane tickets...etc online. (video)
• @ShadowofEzra - 𝗔𝗹𝗹 𝗣𝗼𝗹𝗶𝘁𝗶𝗰𝗶𝗮𝗻𝘀 𝗪𝗵𝗼 𝗥𝗲𝗰𝗲𝗶𝘃𝗲𝗱 𝗗𝗼𝗻𝗮𝘁𝗶𝗼𝗻𝘀 𝗙𝗿𝗼𝗺 𝗝𝗲𝗳𝗳𝗿𝗲𝘆 𝗘𝗽𝘀𝘁𝗲𝗶𝗻 1. Chuck Schumer 2. Bill Clinton 3. George H.W. Bush 4.Bob Dole 5. Eliot Spitzer 6. Bob Packwood 7. Chris Dodd 8. Stacey Plaskett 9. Gwendolyn Beck 10. John Kerry (list)
• @VivekGRamaswamy - Here’s the plot: 1. Narrow this to a 2-horse race between Trump & a puppet they can control. 2. Eliminate Trump. 3. Trot their puppet into the White House. Prediction: next up, Ron DeSantis joins Nikki Haley’s ticket as VP. Ron may not know it yet, but he won’t have a say in the matter. (video)
• @Travis_in_Flint - The Maui Wildfires happened 5 months ago and the people of Maui are still suffering. The Biden administration is actively helping the banks steal land from these people. Here’s where it stands: 
• @EndWokeness -  John Hopkins just sent out this hit list of people automatically guilty of "privilege" whether they know it or not: -Males -Whites -Christians -Mid-aged people -Able-bodied people -Middle & owning class -English-speaking people. This message was emailed directly to employees from the DEI Office. Argentina hand-counted 99.9% of their 27M paper ballots in less than 6 hours. It took American swing states days and even weeks to count a couple million ballots with machines. Our elections are less secure than many 3rd world countries. This is by design.
• @JunkScience - Today's lesson in @NOAAClimate lying:
• @sfmcguire79 - University of Michigan now has at least 241 paid DEI employees. “The payroll costs are $23.24 million for salaries and $7.44 million for benefits, or $30.68 million, an amount that would cover in-state tuition and fees for 1,781 undergraduate students.”
• @matttttt187 - Taylor Swift is a Government /Pentagon/NATO Psyop Asset. Then pair her with Travis “Pfizer”Kelce And You Can Infiltrate Even Deeper Into The Minds of Unsuspecting Sheep. They Fell For It, They Have No Clue. (video)