Sunday, October 06, 2024

Monday Watch

Today's Headlines

Bloomberg:   
Le Monde:
The Economic Times:
Chatham House:
Global Research:
Zero Hedge: 
CNBC:  
MarketWatch.com:  
Fox News:
TheGatewayPundit.com:

The Epoch Times:

Around X:
  • @elonmusk
  • @DogRightGirl
  • @GabiNga1
  • @ImMeme0
  • @BreannaMorello
  • @stillgray
  • @JackPosobiec
  • @LaraLogan
  • @JohnLeFevre
  • @charliekirk11
  • @EricAbbenante
  • @LauraLoomer
  • @WarlordDilley
  • ATTENTION FLORIDA. PLEASE SHARE. Several coastal, deep MAGA counties in the FL West coast might be evacuated in the coming week. They should: (pic)
  • @kylenabecker
  • @BretWeinstein
  • At what point is it fair to conclude that our government has been captured by something hostile to the Republic and its citizens? FEMA is literally claiming it doesn't have the money to manage an emergency. Military helicopter crews are grounded. Civilians with helicopters are ordered not to intervene. Same vibe as Maui and Katrina. Feels like we're there.
  • @amuse
  • @GardensR4Health
  • @WallStreetApes
  • @TulsiGabbard
  • @ErinSlankers8
  • @KDORR_USA
OpenVAERS: 
SKirsch.com:
Night Trading
  • Asian indices are unch. to +1.0% on average.
  • Asia Ex-Japan Investment Grade CDS Index 71.5 unch.
  • China Sovereign CDS 61.25 -1.25 basis point.
  • China Iron Ore Spot 110.0 USD/Metric Tonne +1.3%.
  • Bloomberg Emerging Markets Currency Index 38.7 -.01%.
  • Bloomberg Global Risk-On/Risk Off Index 62.7 +3.7%.
  • Volatility Index(VIX) futures 19.2 -.02%. 
  • Euro Stoxx 50 futures n/a.
  • S&P 500 futures -.04%.
  • NASDAQ 100 futures -.08%.

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

Saturday, October 05, 2024

Today's Headlines

Bloomberg:

Statista.com:
The Diplomat:
  • How China Uses Geoengineering to Pursue a Hybrid Warfare Strategy. China’s growing ability to alter and manipulate the physical environment could help advance its geopolitical ambitions. Weather medication may also be used to sabotage troop movements and logistics operations in border regions by artificially altering the rainy conditions, which would slow down the tactical movement of the adversary on a real-time basis.
Zerohedge:
WSJ.com:  
Barron's:
  • Had bullish commentary on (WFC) and (GLD).

CNBC:

MarketWatch.com:

NewsMax:   

Fox News:

Google Patents:

Business Insider:

NYPost.com:

 Wired.com

MIT Technology Review

TheGatewayPundit.com: 

Epoch Times:

  • @JamesOKeefeIII
  • @bennyjohnson
  • @LauraLoomer
  • @DonaldTNews
  • @BenBergquam
  • @MJTruthUltra
  • @WallStreetApes
  • @VigilantFox
  • @JamesPleickhar2
  • @MatthewCappucci
  • @NickSortor
  • @officer_Lew
  • @JoeyMannarinoUS
  • @PatUnleashed
  • @_ROB_29  
  • @ShadowofEzra
  • @IGSquawk 
OpenVAERS:
SKirsch.com:

Friday, October 04, 2024

Evening Headlines

Around X:

  • @BehizyTweets
  • @MarioNawful
  • FEMA WHISTLEBLOWERS ALLEGE FUND MISUSE AND DELAYS AFTER HURRICANE HELENE. FEMA whistleblowers have accused the agency of misappropriating funds following Hurricane Helene, withholding pre-disaster aid, and leaving first responders and service members waiting in hotels without deployment orders. Representative Matt Gaetz has raised concerns in a letter to DHS Secretary Mayorkas, alleging that FEMA has prioritized migrant support over disaster relief for Americans.
  • ELON: FEMA IS BLOCKING CITIZENS FROM HELPING PEOPLE IN TROUBLE IN NORTH CAROLINA. @elonmusk : “Just received this note from a SpaceX engineer helping on the ground in North Carolina. FEMA is not merely failing to adequately help people in trouble, but is actively blocking citizens who try to help!
  • @BGatesIsaPsycho
  • @DocNetyoutube
  • @EndWokeness
  • @MichaelBars_
  • @MJTruthUltra
  • @HealthRanger
  • @WallStreetApes
  • @Kanthan2030
  • @The_Real_Fly