Sunday, October 05, 2025

Monday Watch

Around X:

  • @Business 
  • @Zerohedge 
  • @CNBC
  • @WSJ.com
  • @FoxNews  
  • @LauraLoomer.
  • @WallStreetMav
  • @ClaytonMorris
  • @GenFlynn
  • @TheIntelSCIF
  • @LizaRosen0000
  • @EricLDaugh
  • @newstart_2024
  • @JasonBassler1
  • @ShadowofEzra
  • Bill Gates says his main focus moving forward will be Africa, where he plans to vaccinate children, fight malnutrition, and expand foreign aid. He says the next 10 to 20 years are very exciting for the continent, calling its youth Africa’s greatest strength. According to Gates, Africa is the world’s youngest continent and the only one still experiencing significant population growth. (video)
  • @winwithwinsome
  • @Projectconstitu
  • @EYakoby
  • @ElectionWiz
  • @MattWallace888
  • @truckdriverpleb
  • @JasonBassler1
  • @StockSavvyShay
  • $GOOGL GEMINI’S MARKET SHARE HAS DOUBLED IN THE PAST YEAR. Gemini’s jump to 13.7% vs 6.5% a year ago shows Google’s distribution moat finally turning into GenAI adoption at scale. Billions of default users in Search, Android & Workspace are being routed straight into Gemini. OpenAI has to win every user, Google already owns the traffic & is just redirecting it. That’s the moat & this is the first time we’ve seen that leverage show up in market share data. (graph)
  • @KAGdrogo
  • @ChildrensHD
  • @peterjhasson
  • @TonySeruga
  • @StephenM
  • @tslaming
  • @JimFergusonUK
  • @Libsoftiktok
  • @RealSaavedra
  • @Grummz
  • @andrewcuomo
  • @ZohranKMamdani owes NY'ers answers. Today's damning @nypost exposé revealed what we all suspected: -The @DemSocialists (DSA) has been dictating Mamdani’s policies for years & is deeply embedded in his campaign -Weekly meetings - Secret marching orders - And they expect him to keep following their will if elected Mayor Here are 10 Questions Zohran Mamdani must answer:
Night Trading
  • Asian indices are -.25% to +.5% on average.
  • Asia Ex-Japan Investment Grade CDS Index 63.25 -.75 basis point.
  • China Sovereign CDS 37.5 -.75 basis point.
  • China Iron Ore Spot 103.8 USD/Metric Tonne -.26%.
  • Swiss Franc/Offshore Chinese Renminbi Cross 8.97 +.09% 
  • Bloomberg Emerging Markets Currency Index 36.37 -.04%.
  • Bloomberg Global Risk-On/Risk Off Index 85.6 +1.1%.
  • US 10-Year Yield 4.14% +2.0 basis points.
  • Volatility Index(VIX) futures 19.2 -.5%. 
  • Euro Stoxx 50 futures +.07%.
  • S&P 500 futures +.21%.
  • NASDAQ 100 futures +.32%.

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

Saturday, October 04, 2025

Today's Headlines

Around X:

  • @Business
  • @Zerohedge 
  • @MarioNawful
  • CHINA BUILDS TESLA'S MODEL Y L – SIX SEATS WITH 95% ROBOTS. Tesla’s Model Y L build in 2.5 hours from scratch to the driveway at Giga Shanghai's factory! Robot Stats: • 95% robotic – humans mostly spectating. • Mega-castings replace weld spaghetti. • 2.5 hours per car, 1,000 Model Ys rolling out per day. Shanghai’s assembly line is basically a robot daycare for newborn Teslas!
  • @BarronsOnline
  • Had bullish commentary on (COLD), (LINE) and (GILD).
  • @IGSquawk 
  • @WSJ
  • @CNBC
  • @TheIntelSCIF
  • @Bubblebathgirl
  • @newstart_2024
  • @MJTruthUltra
  • Yikes…. What are you doing Kash? Kash Patel calls on Congress to Address what he calls “Clickbait” on Social Media surrounding Charlie Kirk’s Assassination. “The Social Media People Get Involved and they Run with their Crazy Conspiracy Theories because it makes them money, because it gives them Clickbait”. My Thoughts: Fact… social media discovered a man taking the SD cards out of the cameras 5 minutes after Charlie was assassinated. The FBI never said a word about it. Fact… social media discovered a muzzle flash in the window. The FBI didn’t. Fact… social media discovered multiple unidentified social media accounts predicting Charlie’s death. The FBI didn’t. And so much more… “Clickbait” or “conspiracies”? It Doesn't matter—it's ALL protected by the First Amendment. Very bad look right here @FBIDirectorKash.
  • @TheRedactedInc
  • @WallStreetApes
  • @RyanMattaMedia
  • @WarriorSpeech28
  • @RealHickory
  • @RonDeSantis
  • @Resist_CBDC
  • @unlimited_Ls
  • @EricLDaugh
  • @Eric_Schmitt
  • @Austen
  • @elonmusk
  • @DilligentDenizen
  • Charlie Kirk's 'camera staff' pivots to position facing where Kirk will be carried out WITHOUT EVEN LOOKING after he was shot. He hears the shot and IMMEDIATELY pivots to where Charlie Kirk is expected to come out without looking. They are all SUS as h3ll imo. (video)
  • @Overton_News
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