Monday Watch

Today's Headlines

Bloomberg:  

• China Puts Investor Patience to Test as Briefing Falls Short.
• China’s Deflation Problem Worsens on Weak Consumer Prices.
• Commodities Drop as China’s Stimulus Disappoints Fiscal Bulls.
• Volatile Bond Market Puts Traders on Defense Amid Fed-Cut Doubts.
• Global Banks Embark on a New Wave of Product Innovation Targeting Nature.
• Trump Calls for Border Agent Hiring Spree With New Pay Hikes.
• Five Key Charts to Watch in Global Commodities Markets This Week.

Chatham House:

• Geoengineering: Reining in the weather warriors. Three aspects of the technology’s use have particular security implications. First, the threat that its deployment in one area could affect another. Second, the difficulty in distinguishing harmful effects on neighbouring countries from insignificant ones. Last, the ease with which the technology’s use could be claimed as peaceful yet be covertly applied to harm an adversary. 

Global Research:

• Climate Instability Worldwide: Does the US Military “Own the Weather”? “Weaponizing the Weather” as an Instrument of Modern Warfare? In relation to the current context including the war in Ukraine, the Pentagon has formulated the contours of a global military agenda, a “long war”, a war without borders. “Weather warfare” is part of a diversified military arsenal of conventional and strategic weapons systems. ENMOD is potentially a weapon of mass destruction (WMD), with the capacity of destabilizing an enemy’s ecosystem, destroying its agriculture, disabling communications networks. Weather manipulation is the pre-emptive weapon par excellence. It can be directed against enemy countries or even “friendly nations”, without their knowledge.

Zero Hedge: 

• You Know It's Bad For Kamala When...
• Number Of Apple Vision Pro Apps Hit By "Significant Slowdown" As Demand Plunges.
• Private Equity Firms Are Now Acquiring Skilled Trade Small Businesses.
• Voters See A Choice Between "Leadership" And "Likability": Gallup.
• Top Cushman & Wakefield Real Estate Broker Has Phone Seized By NY Prosecutors In Adams Probe.
• Weekend News Round Up - Newsquawk Asia-Pac Market Open.
• Donald Trump Says He's Doing The Joe Rogan Podcast.
• Beware Of Kamala Harris Neo-Marxist Idea.
• Some 100 US Troops Will Deploy In Israel To Man Anti-Air Batteries.
• A Hard Rain Is Going To Fall.
• "Mass Casualty Event" In Northern Israel After Hezbollah Drone Strikes IDF Soldiers.
• Playing With Fire: Money, Banking, & The Federal Reserve.
• National Public Data Files For Bankruptcy Months After Data Breach Involving 3 Billion People Reported.
• Tracking Tropics: NHC Monitors New Disturbance In Atlantic Basin.
• The Tax Cut Tour: Trump Targets Voters With More Breaks.
• Worsening Geopolitical Conditions Could Have "Far-Reaching Effects" On Human History: JPMorgan CEO.
• Indonesia Asks Apple, Google To Block Temu.
• Trump Campaign Requests Military Aircraft With Antimissile Capabilities Amid Iran Threat.
• London Mayor Slammed For Allowing Subway Ad Of Islamic Preacher Burning Dollars.
• Election Interference? Dems Won't Certify Election If Trump Wins.
• China Overproducing Lithium To Eliminate Rivals: US Official.
• Where Can You Order A Robotaxi?
• The Scent Of A Harris Panic In The Air.

Wall Street Journal:

• U.S. Is Sending Israel an Antimissile System.
• Transgender Sports Is a 2024 Sleeper Issue.
• Harris Got $5 Billion for Electric School Buses. They Are Slowly Hitting the Road.
• Mystery Drones Swarmed a U.S. Military Base for 17 Days. The Pentagon Is Stumped.
• How the Election Results Will Raise or Lower Your Taxes.
• Elon Musk Rides to Biden’s Hurricane Rescue.

CNBC:  

• SpaceX’s Starship rocket completes fifth test flight, lands booster in dramatic catch.

MarketWatch.com:  

• Bull market turns 2. Why fewer Fed rate cuts won’t rattle stock investors.

NewsMax:

• Report: There is Palpable Tension Between Biden and Harris Staffs.
• Dem Election Forecaster Questions Harris' Pick of Walz.
• NY Times Admits Harris Losing Black Support.
• NY Times Poll: Harris Latino Support Craters on Border Issue.

Fox News:

• Pressure mounts against CBS News over '60 Minutes' interview after preview clip sparks outrage.
• Vance clashes with ABC News host over presence of migrant gangs endangering Americans.
• Man in possession of firearms arrested outside of Trump rally in Coachella Valley.
• Walz mocked after being caught on video struggling to load his own shotgun.

TheGatewayPundit.com:

• CNN Panel is Left Stunned as Scott Jennings Roasts the Harris-Walz Campaign and Makes a Colorful Point That Perfectly Sums Up Democrats’ Problems With Men (VIDEO).
• DOJ Fights for Illegal Aliens to Vote in Virginia.
• YOU LOVE TO SEE IT: Harris and Biden Teams Reportedly Fighting with Each Other as Harris’s Campaign Continues to Falter.
• “Joy Cometh in the Mornin!” – Kamala Harris Panders to Black Church From the Pulpit in Cringiest Video Yet!
• Breaking: Armed Man Arrested Outside Trump Coachella Rally With Fake VIP and Press Passes in Likely Third Assassination Attempt: Sheriff.
• Longtime Democrat Donor Bill Ackman Sounds the Alarm and Lists 33 Biden-Harris and Democrat Policies That Will ‘Destroy America from Within’.
• Rep. Jim Clyburn ‘Concerned’ That Black Men Are Turning to Trump and Endorsing ‘Jim Crow 2.0.’ (VIDEO).
• Chilly Reception for Tim Walz As He Returns to Former High School.
• HELL FREEZES OVER: Far-Left “Saturday Night Live” Brutally Mocks Kamala Harris in Surprising Turn of Events (VIDEO).
• StopBogusBallots.com to Start Posting Lists of Thousands of Cast Ballots From Bogus Addresses Where Voters Could Not Have Legally Voted those Ballots.

The Epoch Times:

• China’s EV Firms Are Losing Money, Living Off Government Support.
• Where Trump and Harris Stand on China Policies.

Around X:

• @elonmusk

• Sounds about right. (video)
• Incredibly inappropriate. What I post on this platform has nothing to do with a “coastal commission” in California! Filing suit against them on Monday for violating the First Amendment.
  
• Trump must win or this will get more insane than you can imagine.

• @BehizyTweets
  

• This Mexican lady who immigrated to the United States LEGALLY just told Trump to his face that he is the first Republican she has ever voted for. "Mr. President, I support you 100%. And I know my Latino community and my Latino family support you. And we just, we have been struggling so hard under this Biden economy." I bet millions of people across the country share the exact same story as her. (video)
• Trump's solution for solving the California water crisis is so detailed & GENIUS. He wants to prevent water from the Klamath River from being dumped into the Pacific Ocean and re-route it back into the cities "We'll say, Gavin, if you don't do it, we're not giving you any of that fire money that we send you all the time for all the forest fires that you have." (video)

• @annvandersteel

• URGENT NEED: Asheville, NC residents are without fresh water. They are being told between 3-6 months before the city can restore the fresh water supply. I met with Zack Gibbs, an off duty NC State Trooper, speaking in his personal capacity, who alerted me to a Go Fund Me to help drill wells for businesses who will allow the well to be drilled for the benefit of their neighbors. (video)

• @MTGrepp

• OMG Vietnamese community leaders strongly come out and endorse Trump. LET’S GO. “Only President Trump has enough love for our Americans to make our border safe again” NOBODY LIKES KAMALA HARRIS. (video)
• BREAKING. President Trump stuns America by having 100,000 people at his CALIFORNIA rally. The Democrat Elites are panicking as they realize Kamala Harris is the WRONG choice. (video)
• Kamala Harris has officially LOST Saturday Night Live. (video)
  

• @ImMeme0

• Vet and former police officer SLAMS Barack: “Obama, go pack your Louis Vuitton luggage, okay? Get on your private jet, head back to Martha’s Vineyard, to your $20 million mansion. Leave us alone.” (video)
• Two weeks after Hurricane Helene, a woman in North Carolina was faced with a brutal reality. Please pray for the people affected by this disaster. 
• Obama pissed black men off.  “One, two, Trump is coming for you Three, four, you won't win no more Five, six, the election was fixed Seven, eight, you all made a mistake Nine, ten, Trump is coming again.” (video)
  

• @jackunheard

• BREAKING: For the first time in North Carolina’s presidential election history, Republicans now outnumber Democrats in active voter registrations. THIS IS HUGE!! H/t: Data from @MichaelPruser.

• @GardensR4Health

• Major Update from NC. The Toe River Campground Disaster. NONE of 150 people at the campground survived. Precision Drones’ team, using equipment from
  @elonmusk, were the 1st in on Oct 9. The death toll in NC will too big to comprehend. (video)

• @mattdizwhitlock

• This is the most important message for seniors this election. Kamala Harris and Dems took $230B from Medicare to fund EV tax credits. When costs went up they took MORE to delay premium spikes before the election. Now CBO says it’ll be a $21B hit to the Medicare Trust Fund.

• @LauraLoomer

• WATCH: 3 illegal aliens from Honduras have been arrested for molesting a child under 12 years old in PALM BEACH COUNTY, FLORIDA. (video)
  

• @MJTruthUltra

• Rapper and Record Producer Lord Jamar UNLOADS on Kamala Harris and says he will not be Bullied into voting for her because she’s Black. (video)

• @naomirwolf

• Oh guess I was right after all in July 2021 with the tweet I posted warning women of menstrual damage post/mRNA injection. The tweet that the WH, CDC censored and that led to my being cancelled and my life upended. Welcome. (pic)

• @BGatesIsaPsycho

• “I do not give a F**k what happens to AntiVaxers, Let Darwin do his work, they’ve helped kill 700,000 Americans”. This was Florida House District progressive Candidate Richard Rowe who ‘Died Suddenly’ aged only 41. RIP. (pic)
• It’s not a coincidence the entire Western World all of a sudden is faced with uncontrollable, unprecedented illegal migration. Non more so than America. It’s deliberate, it’s by design, it’s Government funded & it’s treason. Watch. (video)

• @TONYxTWO
  

• So many Black Men are speaking out against Obama and it’s incredible to see. “You’re the biggest problem to black people. Not the Republican Party.” “Just because our policies differ or our views differ .. now you want to attack? No .. you’re a liar and you’re part of the problem.” (video)
  

• @GuntherEagleman
  

• WATCH: Since when did it become “nerve racking” for ballots to be counted in front of poll watchers? This election official in GA said that his senior citizen ballot counters will need rest to perform any audits. Somethings up in GA. (video)
  

• @ChuckCallesto

• BOMBSHELL REPORT: Stunning allegations DROP claiming Tim Walz S*XUALLY ASS*ULTED a child during his tenure as a High School football coach..DEVELOPING..Additional allegations claim Walz TOOK THE CHILD to a g*y bar.. (pic)
  

• @WallStreetApes
  

• Why is the Kamala Harris Administration and The Media covering up the real amount of Hurricane destruction? Directly from Appalachian First Responder, “We have tens of thousands of people that are still missing”. (video)
• WOW. Hurricane Victim Reporting FEMA Using Locations Barely Affected By Hurricane Damage As Photo Ops. Also says FEMA still shutting down donation sites and denying aid. (video)
• If Weather Manipulation Wasn’t Happening, Legislation Wouldn’t Be Needed To Ban It. There was Legislation Proposed in New Hampshire That Would Prohibit the Intentional Release of Cloud Seeding , Weather Modification, Excessive Electromagnetic Radio Frequency & Microwave Radiation. ‌ We are being poisoned. It’s not “Climate Change” it’s Geoengineering/ Weather Manipulation. (video)

• @TonySeruga
  

• I told you the CIA had employed Nasir Ahmad Tawhedi, a hard core terrorist, who was arrested for plotting a terror attack in the U.S on election day. Read that again, Tawhedi worked for the CIA. (pic)

OpenVAERS: 

• VAERS US COVID Vaccine Adverse Event Reports. 1,016,047 Reports(+1,875 from prior report) Through October 4, 2024.
  

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 +.5% to +1.5% on average.
• Asia Ex-Japan Investment Grade CDS Index 71.75 unch.
  
• China Sovereign CDS 62.5 unch.
• China Iron Ore Spot 106.5 USD/Metric Tonne +.2%.
  
• Bloomberg Emerging Markets Currency Index 38.6 -.04%.
• Bloomberg Global Risk-On/Risk Off Index 60.8 -.03%.
• Volatility Index(VIX) futures 19.4 +.05%. 
• Euro Stoxx 50 futures -.06%.
• S&P 500 futures -.08%.
• NASDAQ 100 futures -.16%.

Morning Preview Links

BOTTOM LINE: Asian indices are modestly higher, boosted by technology and industrial shares in the region. I expect US stocks to open mixed and to rally into the afternoon, finishing modestly higher.  The Portfolio is 75% net long heading into the week.

Today's Headlines

Bloomberg:

• China Leaves Economists Wanting More Action to Defeat Deflation.
• Key Takeaways as China Outlines Plans to Revive Economy, End Housing Slump.
• China to Sell Special Sovereign Bonds to Boost Bank Capital.
• ECB Is Set to Deepen Global Easing With Rate Cut It Didn’t Expect. 
• Iraq Says It Pumped Below OPEC+ Oil Production Quota Last Month.
• Five Themes for Traders to Watch as Earnings Season Kicks Off.
• Troubled Retailers Face a Halloween Crunch With Consumers Spending Less.
• Catastrophe-Bond Funds See Risk Premiums Rising After Milton.
• Retail Traders Embrace Market Turbulence With Bets on Volatility.
• Boeing to Cut 17,000 Workers as Strike Eats Into Reserves.

Statista.com:

• The Chinese Spy Ballon's Path Across North America. (map) 
  

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:

• FEMA: Disaster Relief No Longer About Emergency Response, It's About 'Disaster Equity'.
• Former Harvard Pres Claudine Gay Receives 'Leadership And Courage' Award Despite Controversy-Plagued Tenure.
• Feds Find Million In Cash While Investigating Staffing Firm Supplying Haitians To Charleroi, PA Food Factory.
• The Scent Of A Harris Panic In The Air.
• Shills For Harris: Kamala Townhall For "Undecided Latino Voters" Curated With Avowed Supporters.
• The US Government Is Dramatically Expanding The Use Of Facial Recognition Technology.
• "The Policy Sounds Quite Weak": China's MOF Stimulus Announcement Disappoints.
• US Troops To Operate THAAD Anti-Ballistic Missile System In Israel: Army Radio.
• How The Biden/Harris Admin Helped Iran Get To The Brink Of A Nuclear Bomb.
• Watch: Mob Loots Freight Train Of Flat Screen TVs In Lawless Chicago .
• Is There Hope For The US?
• "Not just insane, crazy too".
• Don't think we've ever seen this negative sentiment at ATHs. 
• US Electricity Generators Binge On Ultra-Cheap Gas.
• America In The Age Of Nero. 
• Drug Trials Funded By Manufacturers Find 50 Percent Greater Drug Effectiveness.
• 'I Got A Dad, And He Ain't You': Response To Obama's Condescending Remarks Goes Viral.
• Nearly 3 Million Americans Have Voted So Far. Here's What We Know.
• Niacin: The Energizer Powering Your Cells And Fighting Cancer.
• Where Obesity Is Most Prevalent In The US.
• Trump's Toughest Foe Could Be Harris Lawyer Marc Elias.
• Republicans Increasingly Likely To Flip The Senate; Latest Poll Finds
• Goldman Explains Why China's MOF Stimulus Announcement Is Likely To Disappoint.
• Stockman On Whether Trump Can Bring The US Empire Home.
• P. Diddy And US Attorney Damian Williams: Let The Games Begin.
• Boeing Slashes 10% Of Workforce, CEO Warns "Hard To Overstate The Challenges We Face".
• Kamala Unwinding...
• San Francisco To Shutter 9% Of Public Schools As Budget Crisis Explodes
• Money-Market Fund Assets & Small Bank Deposits Surge To Record Highs... As Stocks Soar. 
• Stocks rally into the weekend as big bank earnings offer impetus - Newsquawk US Market Wrap.
• Bitcoin, Bullion, & 'Biggest Shorts' Blast Higher To End 'Bad Data' Week.

WSJ.com:  

• Harris’s Uphill Battle in Michigan: Winning Over Its Arab Community.
• Obama’s Ugly Closing Argument.
• Mystery Drones Swarmed a U.S. Military Base for 17 Days. The Pentagon Is Stumped.
• Trump Has Clear Edge on Handling Israel, Ukraine Wars.
• Israel Says Documents Found in Gaza Show Hamas’s Attack Planning, Iran Ties.
• SpaceX’s Starship Cleared for New Test Flight.
• Storms Are Reshaping Florida’s Insurance Market. Here’s What to Know.
• America’s New Millionaire Class: Plumbers and HVAC Entrepreneurs.
• Soft Landing or Hard? Bank Results Show Path to No Landing.
• Trump Says Migrants Who Kill Americans Should Get Death Penalty, Would Deport Venezuelan Gang.
• Elon Musk Plays a Familiar Song: Robot Cars Are Coming.
• When Teachers Don’t Want to Use Trans Students’ Pronouns.

Barron's:

• Had bullish commentary on (NU).

CNBC:

• Boeing to cut 17,000 jobs as losses deepen during factory strike.
• As Florida reels, focus turns to restoring power, assisting victims in Hurricane Milton’s wake.
• Trump to move fast on tariffs, says Wall Street firm, citing clients who met with ex-trade chief.
• S&P 500 grinds higher to further record highs, finding little to fear in October.
• The Federal Reserve may have pretty much just hit its 2% inflation target.
• Chinese finance minister hints at increasing the deficit at highly anticipated briefing. 
• U.S. FDA to reconsider decision barring compounded versions of Lilly weight loss drug.

MarketWatch.com:

• What if Warren Buffett had faced Kamala Harris’s unrealized-capital-gains tax from the outset? Here are the numbers. 
• Hurricanes Helene and Milton walloped parts of the U.S. What will they do to GDP? 
• Hurricane Milton squeezed Florida’s orange crops at a critical time. What comes next? 
• These 12 stocks stand behind Goldman’s S&P 500 optimism — and Micron shines.
• The Dow is running hot. History says that’s usually a good sign. 
• Schwab leads list of banks expected to profit most in 2025 from Fed’s rate cuts.
• Where Nvidia ranks among fastest-growing AI companies. No, it’s not No. 1.

NewsMax:     

• At Colorado Rally, Trump Unveils His Plan to Rid Nation of Migrant Gangs.
• Mayorkas Ripped Over Rushed N.C. Trip, Fancy Takeout.
• Trump: Generators Will Be Tax Deductible If I Win.

Fox News:

• Uproar over Obama’s ‘lecture’ grows as ex-Bernie Sanders adviser comes out swinging.
• ‘Man enough’ video for Harris quickly crowned ‘the cringiest political ad ever created’.
• Trump mocks Harris’ insistence she wouldn’t have done anything differently. 
• Walz appearance at former high school’s football game met with protests and silent treatment.
• Nick Cannon is latest celebrity to come forward with Diddy admission.

Google Patents:

• Hurricane and tornado control device.
• Method for controlling hurricanes.
• Patents for A01G 15 - Devices or methods for influencing weather conditions (687).
  

Business Insider:

• Photos show Dubai overwhelmed by torrential rain — and may expose the downsides of trying to control the weather. (4/16/24)

NYPost.com:

• Historic UAE storm may have been self-inflicted by cloud seeding, meteorologists claim. (4/17/24)
  

 Wired.com

• Bringing in the rain: Has the UAE’s cloud-seeding program gone too far? There are waterlogged streets, flooded malls, and questions over chemicals being pumped into the skies. So should we really be playing with the weather? (1/11/24)

MIT Technology Review

• Scientists advance cloud-seeding capabilities with nanotechnology. A decades old idea, with today’s innovation, might be the answer to help drought-stricken countries and to fight climate change.

TheGatewayPundit.com: 

• Biden-Harris DOJ Sues Virginia For Removing Noncitizens From Voter Rolls – Gov. Glenn Youngkin Responds.
• SHAMELESS: Harris Campaign Co-Chair Gretchen Whitmer Releases Insulting Statement After Cruelly Mocking Catholics With Doritos In Disturbing Dominatrix Skit.
• WATCH LIVE: President Trump Delivers Remarks at Massive Rally in Coachella, California, 8:00 PM ET.
• WAR ON WOMEN: Transgender (Bio Male) College Volleyball Player Viciously Smashes Ball Off Female Opponent’s Face, Sending Her Crumbling to the Floor (VIDEO)
• MIKA MELTDOWN: Morning Joe Host Fears Trump Will Win, Says ‘It’s Fair for Democrats to be Incredibly Depressed’ (VIDEO).
• Peter Sweden: BOMBSHELL: Slovakia Could BAN mRNA Vaccines.
• Watch: Comedy Break Greg Gutfeld Holds Hillarious Trump-Harris Debate Parody (Video).
• NFL Star’s Wife Faces Racist Attacks from Leftists After She Blasts Kamala Harris Over Dust-Up With Florida Gov. DeSantis: ‘Textbook Trash’.
• Former CBS Staffers Call For Outside Investigation of ’60 Minutes’ Interview with Kamala Harris After They Edited Her Answer with Previous Soundbite to Make Her Sound Coherent.
• Video Highlights Deteroration of Woke Miltary Under Biden-Harris Regime. 
• Successful Agreement Between Italy and Albania Bears Fruit, as Two Centers in the Eastern European Country Are Ready To Receive, Screen and Accommodate Intercepted Illegals. 
• DESPICABLE: Far-Left Fox News Host Jessica Tarlov Sparks Uproar with a Disturbing Remark Regarding President Trump Following the Two Attempts on His Life (VIDEO).
• Ex-CIA Advisor: “Kamala Set to Trigger Election Meltdown”.
• EXCLUSIVE: A Coup in Progress – The Intelligence Community Briefs Their Work Against Foreign Election Interference in the 2024 Election and Creates More Questions Than Answers (VIDEO).
• Report: Trump Stops Golfing After Biden Admin Tells Him Secret Service Can’t Protect Him on Golf Courses.
• Outrageous! Vegas Teen Who Mowed Down Biking Retired Police Chief Found Incompetent to Stand Trial, Will Be Released to Psychiatric Facility.
• President Trump Responds to “The Greatest Fraud in Broadcast History” After Fake News ’60 Minutes’ is Busted Editing Kamala’s Nonsensical Answer with Previous Soundbite, Calls for CBS to Lose its Broadcasting License.
• WATCH LIVE: President Trump Delivers Remarks in Reno, Nevada at 8:30 PM ET After Rally in Aurora, Colorado.
• Dozens of Thieves Ransack Freight Train in Chicago (VIDEO).
• Kamala Gets EXPOSED When Univision Shows Her Teleprompter LIVE During Town Hall.
• ‘Oh My God’: MSNBC’s Mika Brzezinski Freaks Out After Hearing Undecided Voters Not Supporting Kamala (VIDEO).
• NEW: University of Kansas Professor Leaves School After Saying Men Who Don’t Vote For Kamala Harris Should Be Lined Up and Shot.
• War Room Guest Host Ben Harnell with Rasmussen Pollster Mark Mitchell: Not Looking Good for Kamala -“Between Now and Election Day, She Needs an Act of God to Win” (VIDEO).
• BACKFIRE: Jimmy Kimmel Writer Puts Out Ultra-Cringe Pro-Kamala Harris Ad Targeting ‘Real Men’ and Social Media Replies are Savage (VIDEO).
• Citing Concerns About Drone and Missile Attacks, Trump Campaign Asks Biden Admin for Presidential Level of Protection in Final Weeks of Campaign, Including Military Aircraft: Reports.
• WATCH: Like a Trained Professional, Kari Lake DESTROYS Democrat Ruben Gallego on Border Security During Debate – President Trump Says Lake “CRUSHED Her Liberal Democrat Opponent”.
• Joe Biden Threatens People “Spreading Lies” About His Botched Hurricane Response, Says They Will “Pay the Price For It” (VIDEO).
• Colorado Turns Out for President Trump! Massive Crowd Gathers Hours Before Rally in Aurora (Video).
• “Going to the Grocery Store, You See False Information” – Tim Walz’s Message to Voters Who Blame Kamala Harris for Sky-High Food Prices (VIDEO).
• Rep. Byron Donalds Destroys Kamala Harris on Hurricane Response “She’s Cosplaying as a Leader” (Video).
• PURE EVIL: Volunteers Allege Kamala Harris Camp Ordered NC National Guard to Load Life-Saving Supplies on Plane for Photo-Op with the Intent of Never Sending the Aid (VIDEO). 
• The emasculation of the American male: Testosterone-crushing chemical herbicide banned in Europe gets sprayed freely on U.S. crops and ends up in our food. 
• Disney’s ‘Star Wars’ Unveils First Transgender Clone Trooper – Adorned With Pride Flag.

Around X:

• @realDonaldTrump

• Inflation by Administration: Trump vs. Harris/Biden. (table)

• @elonmusk

• The Biden/Harris administration needs to go.
• This explains the silly terminology of the leftist legacy press, where they only use the terms ‘left’ and ‘far right’. From their extremely left standpoint, even centrists are ‘far right’. (graph)

• @PeterBernegger

• -Audit trail deleted -System logs deleted -Voting files replaced with new files Pls look at each of the 4 images. What each shows is a before and then after snapshot of the logs/files. The very corrupt Sec. of State Jena Griswold ordered the "update" to all Dominion systems in Colorado soon after the Nov. 3rd election. The "update" deleted files, and replaced files. (pic)

• @johnrich

• The more it looks like DJT will win, the higher the chances are something crippling hits this country. Hope you guys are prepared for whatever happens next. There ain't a bad guy in the world who wants him to win, and they'll do anything to keep him out. Hang on to your hats...

• @LibertyValkyrie
  

• Years of Kamala’s Corruption Exposed: A 1) Kamala didn’t even register to vote until she was 29. Former colleague of Kamala (practicing lawyer of 30yrs) brings receipts in a Tucker Carlson interview. HIGHLY suggest you watch in its entirety — her entire resume unravels. Link to interview is in post if you scroll down. (video)

• @BGatesIsaPsycho

• “Wouldn’t it be crazy if they found 2.34 billion tonnes of Neodymium”. “Wouldn’t it be crazy, if the Media just ignored this massive fire in Wyoming”. (video)

• @Sassafrass_84
  

• Trigger warning.  the last part is heartbreaking. You need to share this out. North Carolina needs our help. The Biden Harris administration is not helping these people. Listen to what he is saying. There shouldn't be a stand off with fema. They desperately need our help. People are committing suicide. They have nothing left. No will to live. This is breaking my heart. Keep donating to the Cajun Navy and Samaritans purse. (video)

• @Libsoftiktok
  

• MUST WATCH: When Kamala Harris was District Attorney in California, she arrested a mother because her sick handicapped daughter missed some days of school. The mother ended up losing her job and was evicted from her home. (video)
  

• @krimd00t

• This was just the line to get in the Trump Rally an hour after the doors opened. Aurora, CO. (video)

• @BehizyTweets

• The Sheriff of one of the biggest counties in Colorado just got up on stage at the Aurora rally to endorse Trump, saying only he can stop the gangster invasion plaguing the state. (video)

• @WideAwake_Media
  

• "It's just total nonsense." Energy expert Alex Epstein debunks the claim that we're living through the hottest period in Earth's history. "They're trying to make our CO2 levels today, and our temperatures today, seem unprecedented... We're one tenth the CO2 that we've been throughout much of the history of the planet." "We're warming slowly, at a cold time in the planet's history, where far more people die of cold than of heat, and where we're safer from both heat and cold because of energy from fossil fuels." "It just makes no sense, unless you really don't care about human beings, which is my conclusion about a lot of the leaders of this movement." (video)
• "There was no pandemic." Neil Oliver: "What we ended up with was a pandemic of testing, with the misapplication of PCR tests that were never designed, according to their designer, to be used as diagnostic tools." "They simply took an opportunity to do something that they were planning to do anyway, which was to use a pandemic to seize control of people's freedom, and their money—the biggest transfer of wealth in history." "If we had a pandemic of anything, it was a pandemic of propaganda, a pandemic of lies and a pandemic of testing." (video)
  

• @CortesSteve
  

• Towns are overrun, resources drained, and innocent American citizens are being terrorized because of the full-blown illegal alien invasion unleashed by Kamala Harris. Whitewater, Wisconsin is proof of this. WATCH my new documentary Heartland Invasion: Cortes Investigates. (video)

• @WallStreetApes

• VIDEO PROOF North Carolina Hurricane Helene Victims Aid Being BLOCKED Right Now. “So these people are sitting here at Chimney Rock, and they will not allow people to come in unless they live here, which is bullsh*t. We just talked to one of the people that lost their homes here, and they won't even let him in.” This block has been reported since yesterday blocking victims aid. (video)
• If Weather Manipulation Wasn’t Happening, Legislation Wouldn’t Be Needed To Ban It. There was Legislation Proposed in New Hampshire That Would Prohibit the Intentional Release of Cloud Seeding , Weather Modification, Excessive Electromagnetic Radio Frequency & Microwave Radiation. ‌ We are being poisoned. It’s not “Climate Change” it’s Geoengineering/ Weather Manipulation.
  
• You Literally Can’t Make This Up. “I just witnessed a woman on TV crying because she did not qualify for her $750 in North Carolina because she did not have an ID”. (video)
• Keep Sharing These Videos because Kamala Harris’ FEMA left these people alone and with nothing. Unpaid American volunteers providing their own equipment risking their lives, sometimes almost fully submerged in water clearing Hurricane destruction in Burnsville, North Carolina. (video)
• This is Hot Springs, North Carolina. This tiny town has a population of 535 people. It was completely devastated by Hurricane Helene and completely ignored by Kamala Harris’ FEMA. They’ve only been surviving with the help of private donations. The media pretends they don’t exist. (video)
• The Kamala Harris Campaign in 3 Videos 1) Kamala Harris bringing 12 busses full of paid actors for her rallies 2) Celebrities reading speeches to their audiences from a teleprompter endorsing Kamala Harris 3) Camera accidentally reveals Kamala Harris reading from teleprompter. (video)
• The Media Would Never Report This. NEW: October 11th Hurricane Update: “Another update for my husband — They came in contact with 60 families who had ZERO HELP SINCE DAY 1. 60 families without any help”. Pole Creek Baptist Church area, Buncombe County, North Carolina. (video)

• @WallStreetSilv

• Rich people pay cash for cars. So this policy would help just about everyone EXCEPT the rich. CBS News is ridiculous.
• Doesn't it seem like our "news" media is the primary source of spreading misinformation?

• @JackUnheard
  

• BREAKING: Biden just openly threatened Americans who criticized the Biden-Harris administration's failures to provide relief to victims of the recent Hurricanes. Wtf. "Those who have been spreading these lies to try to undermine the opposition, they are going to pay a price for it." (video)

• @HustleBitch_

• Founder of The Weather Channel SNAPS on CNN: “CLIMATE CHANGE IS A HOAX!” “HellOOO everybody!! There is NO GLOBAL WARMING!” “31,000 Scientists agree that global warming is baloney.” “The Government only gives money to scientists who support the global warming hypothesis!” "I resent you calling me a denier." “I am a Scientist, and I am the FOUNDER, not Co-Founder of The Weather Channel.” “Science is not about votes, it is about facts!” “Climate change is not happening, and there is no man-made global warming.” “Is The Weather Channel part of the conspiracy? “YES, they’ve drunk the Kool-Aid.” (video)

• @hodgetwins
  

• BREAKING: Kamala Harris ordered the North Carolina National Guard to load disaster relief supplies onto a cargo plane just for a photo op with the intention of NEVER sending the supplies to storm victims. (video)

• @Greg_Price11

• Reporter: An Afghan national who was working for the CIA was arrested for plotting a terrorist attack on Election Day. How was he brought here? Mayorkas: *Refuses to answer*. Reporter: We're getting conflicting answers from DHS. Mayorkas: *Gets angry*. (video)

• @TulsiGabbard

• The power elite and their propaganda media claim to be protectors of “democracy.” But when their leadership is questioned or they’re criticized, they quickly label it as “disinformation,” “unpatriotic” or “treasonous” — i.e. they consider criticism of themselves as being criticism of our country, and therefore they need to “protect” our country by prohibiting criticisms of themselves. This is how all dictators think and act. The only way to protect our freedom now is to throw out these wannabe dictators and elect Donald Trump. (video)

• @DC_Draino 

• They really did it. Trump campaign just made Kamala’s horrible answer about not changing any of Biden’s policies into a campaign ad. Brilliant. (video)

• @ImMeme0

• The TRUTH about FEMA! if this doesn’t piss you off, I don’t known what will. (video)
  

• @thecjpearson 

• My name is CJ Pearson. I’m 22 years old. And in 25 days, I’ll be joining millions of other young black men and voting for Donald J. Trump! And we don’t give a damn about what Barack Obama has to say about it. (video)

• @IGSquawk 

• Weekend indices update: #DAX 19333 -0.21% #DOW 42802 -0.09% #NASDAQ 20216 -0.09% #FTSE 8240 -0.19% #HANGSENG 20889 -1.27% #IGWeekendMarkets.

OpenVAERS:

• VAERS US COVID Vaccine Adverse Event Reports. 1,016,047 Reports(+1,875 from prior report) Through October 4, 2024.

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.

Stocks Surging into Final Hour on Stable Long-Term Rates, Hurricane Rebuilding Expectations, Short-Covering, Transport/Financial Sector Strength

Economic Gauges:

• Bloomberg Emerging Markets Currency Index 38.58 +.06%
• 3-Month T-Bill Yield 4.63% -1.0 basis point
  

• China Iron Ore Spot 107.6 USD/Metric Tonne +1.3%
• Dutch TTF Nat Gas(European benchmark) 39.90 euros/megawatt-hour -1.0%

• Citi US Economic Surprise Index 10.3 -1.9 points
  

• Citi Eurozone Economic Surprise Index -26.7 +.4 point

• Citi Emerging Markets Economic Surprise Index -7.4 -3.8 points
• S&P 500 Current Quarter EPS Growth Rate YoY(30 of 500 reporting) +7.3% -6.2 percentage points
  
• S&P 500 Blended Forward 12 Months Mean EPS Estimate 267.10 +.01:  Growth Rate +14.5% -.1 percentage point, P/E 21.8 +.1
  
• S&P 500 Current Year Estimated Profit Margin 12.67% -1.0 basis point
  
• NYSE FANG+ Current Quarter EPS Growth Rate YoY(0 of 10 reporting) n/a n/a
  
• NYSE FANG+ Blended Forward 12 Months Mean EPS Estimate 366.76 +.34: Growth Rate +28.8% +.1 percentage point, P/E 32.2 -.1
  
• Bloomberg US Financial Conditions Index .76 -7.0 basis points
  
• Bloomberg Euro-Zone Financial Conditions Index 1.01 +11.0 basis points
  
• US Yield Curve 13.25 basis point (2s/10s) +3.0 basis points
  
• US Atlanta Fed 3Q GDPNow Forecast +3.22% unch.
  
• US Recession Within 6 Months Probability(3M/18M Forward Yld Curve Spread) 48.1 unch.
  

• Cleveland Fed Inflation Nowcast Core PCE YoY +2.62% unch.: CPI YoY +2.55% unch.
  
• 10-Year TIPS Spread 2.33 unch.
  
• Highest target rate probability for Dec. 18th FOMC meeting: 84.9%(+6.0 percentage points) chance of 4.25%-4.5%. Highest target rate probability for Jan. 29th meeting: 67.2%(+6.5 percentage points) chance of 4.0%-4.25%. (current target rate is 4.75-5.0%)
  

Overseas Futures:

• Nikkei 225 Futures: Indicating +435 open in Japan 
• China A50 Futures: Indicating +383 open in China

• DAX Futures: Indicating +153 open in Germany

Portfolio:

• Higher:  On gains in tech/consumer discretionary/industrial/biotech/utility sector longs
  

• Disclosed Trades: Covered some of my (IWM)/(QQQ) hedges
  

• Market Exposure: Moved to 100% Net Long