Monday, February 17, 2025

Tuesday Watch

Around X:

  • @elonmusk
  • @WallStreetApes
  • @OcrazioCornPop
  • @MarioNawful
  • @LaraLogan
  • @WallStreetMav
  • @DerrickEvans4WV
  • BREAKING: Congressman Eli Crane (AZ) says the House Oversight Committee has uncovered $241 million in taxpayer funds that were used to study transgender surgeries & treatments on animals. Dr. Fauci authorized 95% of these experiments.
  • @Libsoftiktok
  • @RealDrJaneRuby
  • @DiedSuddenly_
  • @Ultrafrog17
  • @newstart_2024
  • @TheChiefNerd
  • @EndWokeness
  • @Jacktronprime
  • @DemosKratosCA
  • @FinanceLancelot
  • @MelgibsonNew
OpenVAERS: 
SKirsch.com:
Night Trading
  • Asian indices are -.25% to +.25% on average.
  • Asia Ex-Japan Investment Grade CDS Index 67.0 -2.0 basis points.
  • China Sovereign CDS 44.0 -.25 basis point.
  • China Iron Ore Spot 105.1 USD/Metric Tonne -.6%.
  • Bloomberg Emerging Markets Currency Index 37.3 -.09%.
  • Bloomberg Global Risk-On/Risk Off Index 77.0 +.6%.
  • Volatility Index(VIX) futures 17.2 +.11%. 
  • Euro Stoxx 50 futures +.02%.
  • S&P 500 futures +.18%.
  • NASDAQ 100 futures +.20%.

BOTTOM LINE: Asian indices are mostly lower, weighed down by real estate and commodity shares in the region. I expect US stocks to open mixed and to rally into the afternoon, finishing modestly higher.  The Portfolio is 100% net long heading into the week.

Sunday, February 16, 2025

Today's Headlines

Bloomberg:
Zerohedge:

CNBC:

MarketWatch.com:  

Fox News:

TheGatewayPundit.com: 

Epoch Times:

Around X:
  • @elonmusk
  • @newstart_2024
  • @MJTruthUltra
  • @LaraLogan
  • @JimFergusonUK
  • @_EricaKnight 
  • @WallStreetApes
  • @VigilantFox
  • @MarioNawfal 
  • @defense_civil25
  • @PierreKory
  • @RodDMartin
  • @XVanFleet
  • @GenFlynn
  • @BehizyTweets
  • @WallStreetMav
  • @Libsoftiktok
  • @kylenabecker
  • @Whiplash437
  • @catturd2
  • @MDBreathe
  • @JDVanceNewsX
  • @TonySeruga

Saturday, February 15, 2025

Today's Headlines

Bloomberg:     
Zerohedge:
Barron's:
  • Had bullish commentary on (FRPT).
  • Had bearish commentary on (TAP), (DEO), (bf/b), (BUD) and (STZ).

CNBC:

MarketWatch.com:  

NewsMax:       

Fox News:

TheGatewayPundit.com: 

Epoch Times:

Around X:
  • @elonmusk
  • @WarClandestine
  • @nicksortor
  • @MJTruthUltra
  • @Ultrafrog17
  • @ShadowofEzra
  • @officer_Lew
  • BREAKING: Preliminary reports are saying the Blackhawk helicopter involved in the DC crash with the American Airlines jet, "didn't understand" tower instructions to "fly behind the jet" and also that their altitude indicator was "inaccurate".
  • @MarioNawfal 
  • @SteveGuest
  • @KashPatelX
  • @TheStormRedux
  • @IGSquawk 
OpenVAERS: 
SKirsch.com: