Around X:
- @Business
- Traders are bracing for an auction of 30-year government bonds in Japan after pro-stimulus conservative Sanae Takaichi’s surprise victory in the ruling party leadership race sent shock waves through the nation’s debt markets.
- A once-popular currency trade betting against the yen looks set to make a comeback, as Sanae Takaichi’s near-certain elevation to Japan’s premiership raises the prospect of slower interest-rate hikes.
- Qualtrics has agreed to buy health-care survey firm Press Ganey in a deal valued at $6.75 billion, in the latest private equity-driven acquisition of an enterprise software business.
- Multiple technology companies are seeking to build large data centers in Northern Louisiana after Meta announced plans to construct its largest AI-focused facility in the region, according to Entergy Louisiana Chief Executive Officer Phillip May.
- Tesla Inc. plans to unveil a cheaper version of the Model Y on Tuesday, according to sources, following through on assurances it will have a more affordable vehicle to counter the loss of US incentives for EVs.
- Get up to speed on what's moving global markets.
- Here's what you need to know to start your day.
- @ZeroHedge
- How To Mayweather Counterpunch The Democrats.
- This week, Figure has passed 5 months running on the BMW X3 body shop production line. We have been running 10 hours per day, every single day of production! It is believed that Figure and BMW are the first in the world to do this with humanoid robots. (video)
- She's right. Puerto Rico is available to help restore U.S. medicine manufacturing. (video)
- The Progressive Flight From Reality.
- US Takes 10% Stake In Alaska Miner Trilogy Metals.
- Government Shutdown: What Happens Next, And How Does It End.
- The Influence Of Influencers.
- Unaccountable: The FBI's Strange Refusal To Fix Key Crime Stat.
- Bezos Sees Data Centers in Space - Predicts AI 'Bubble' To Pay Off Like Dot-Coms.
- $17,000 per Month: How Sky-High Prescription Prices Take Toll On Patients.
- Like A Plot From B-Movie, 'Russian Drone Threat Over Europe' Has Serious Holes In It.
- Stocks Hit 7th Straight Record High As AI Euphoria Pushes Semis To Most Overbought In A Decade.
- @CNBC
- Asia-Pacific markets set to open mixed, following Wall Street gains on AMD rally.
- Tuesday's big stock stories: What’s likely to move the market in the next trading session.
- Stock futures are little changed after S&P 500, Nasdaq log new highs: Live updates.
- @WSJ
- Elon Musk aims to win the tech arms race with xAI’s "Colossus" data centers in Memphis, thrown up at lightning speed.
- As Laura Loomer, an influential loyalist to President Trump, fights with Tucker Carlson and other MAGA stalwarts, some White House officials have grown concerned about her outsize influence.
- President Trump signaled a willingness to strike a deal on extending healthcare subsidies demanded by Democrats, as the government shutdown entered its second week.
- Bill Ackman has recently turned his megaphone to social issues, cementing his place among a brotocracy of the nation’s wealthiest men trying to dictate policy. He opens up about his his anti-DEI crusades and why he still hates to pay for parking.
- @MarioNawful
- NETANYAHU: IRAN COULD SOON TARGET U.S. CITIES WITH NUKES. “Iran is developing intercontinental ballistic missiles with an 8,000 km range. Add another 3,000 and they can target New York City, Washington, Boston, Miami, Mar-a-Lago. That’s a great danger. You don’t want to be under the nuclear gun of people who chant death to America.” (video)
- FLYING TAXIS JUST GAVE THEIR FIRST PUBLIC DEMO IN THE U.S. It's no longer sci-fi; they’re real, and they just made their first public flights in the U.S. It happened at the California International Airshow, where Joby Aviation and Archer Aviation demoed their electric vertical takeoff aircraft (eVTOLs) in front of a live crowd. Each vehicle flew for about 10 minutes, lifting off vertically, hovering, cruising, and landing with ease, no runway needed. This marks the first time Americans have seen flying taxis in action in person. (video)
- EricLDaugh
- BREAKING: In a BOMBSHELL discovery, senators have uncovered that the Biden FBI SPIED on eight GOP senators during Jack Smith's "Arctic Frost" investigation that was eventually weaponized against President Trump. This is grounds for ARREST. (video)
- @robbystarbuck
- Democrat Jay Jones explained that he wanted 2 kids murdered because he thought that making their Republican parents "feel pain" would move them on policy away from the right. @SpanbergerForVA and @TheDemocrats still back him which tells us that they agree with him. Sick. (pic)
- @winwithwinsome
- @disclosetv
- @ShadowofEzra
- Candace Owens reveals messages from Charlie Kirk just 48 hours before his assassination, showing he was ready to “leave the pro-Israel cause.” Kirk wrote that he was done being bullied by Israel and losing donor money for refusing to cancel Tucker Carlson. Owens says Kirk stood his ground and refused to back down. (video)
- @iAnonPatriot
- Liberal man that voted for Biden and Kamala, says he’s now a Trump supporter after visiting London.. “The crime and immigration is out of control over here, nobody feels safe..” (video)
- @BGatesIsaPsycho
- The Occupation Safety Health Administration told Employers not to report Covid Vaccine Injuries because it might create “Vaccine Scepticism”. Conspiracy Confirmed. (pic)
- @elonmusk
- @MattWalshBlog
- If Jay Jones becomes the Attorney General of Virginia, every conservative in the state will know that the chief law enforcement officer thinks that they deserve to be murdered along with their children. They will also know that the Democrat voters in the state -- their own neighbors, friends, and even family members -- have endorsed that sentiment. It will be the death of any sense of legitimacy in the system. The kind of thing that starts civil wars. I'm not saying there will be one. I'm saying it's the kind of thing that starts one.
- @WallStreetApes
- Irish citizens are being told their children now have to be put into a lottery to enroll in school because priority is given to illegal migrants. “My own child in his own local school, I was told that there's only so many spaces and first of all, diversity kids have to be picked, then the Ukrainian children will be picked, and then the local Irish children — are put into a lottery system for the remaining places.“ (video)
- @ThePatriotOasis
- BREAKING: Grammy Award-winning Country Music singer Zach Bryan releases a new song called "Bad News," where he bashes federal ICE agents. Bryan claims that the Red, White, and Blue is "Fading". “And ICE is gonna come, bust down your door—The fading of the red, white, and blue”. (pic)
- @ImMeme0
- Man explains how Mamdani is practicing Taqiyya to deceive New Yorkers into voting for him. Taqiyya, in a nutshell, is the practice of lying or concealing one’s true beliefs to advance the cause of Islam. It gives permission to bend the truth, hide one’s real identity, and mask true intentions or objectives — all to protect Islam’s image and promote its expansion. “The Muslims are laughing at you guys — give it 50 more years, and the entire New York’s gonna be Muslim. Then, before you know it, there’s gonna be Sharia courts, and y’all will realize it’s like shooting yourself in the foot. You see Europe, what’s happening right now — and then you’re like, ‘Oh, let’s just do it here in New York.’” (video)
- @ValerieAnne1970
- "The USDA Approved Self Amplifying mRNA Injections For Our Cats & Our Dogs." Nicolas Hulscher, MPH. "Veterinarians Across The Country Are Currently Injecting sa-mRNA Into Our Pets." The Nobivac NXT Rabies Vaccine Side Effects Mimic Rabies..Aggression, Biting, Salivation & Rage. Merck has launched a new series of vaccines called Nobivac NXT, widely available across North America. They use self-amplifying RNA (saRNA) technology: Nobivac NXT Rabies Vaccine. Nobivac NXT Feline FeLV Leukemia Vaccine. Nobivac NXT Canine Flu # H3N2 Vaccine.
- @Albuffalo2nite
- THE SECRET THEY WON’T SAY OUT LOUD. Liberals fight to keep ICE and real law enforcement out of Black neighborhoods… Wait. Why? Because the chaos keeps their Democrat machine running. They depend on the crime… the drugs… the gangs. It keeps the police unions funded… it keeps the politicians funded… it keeps the ghetto, ghetto. Look at Portland. Look at Chicago. This is by design. We’re tired of it. It’s time to protect our families, our children, and our neighborhoods. (video)
- @devorydarkins
- WOW: DHS Secretary Kristi Noem reveals the dark truth behind these I.C.E attacks getting worse by the day. "Our intelligence indicates that these people are organized, they're getting more and more people on their team, as far as attacking officers and they're making plans to ambush them and to kill them. We have specific officers and agents that have bounties that have been put out on their heads. It's about $2,000 to kidnap them, $10,000 to kill them." (video)
Night Trading
Morning Preview Links
BOTTOM LINE: Asian indices are mostly 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 100% net long heading into the day.
- Asian equity indices are +.25% to +1.25% on average.
- Asia Ex-Japan Investment Grade CDS Index 63.25 -.75 basis point.
- China Sovereign CDS 38.25 unch.
- China Iron Ore Spot 104.0 USD/Metric Tonne -.03%.
- Swiss Franc/Offshore Chinese Renminbi Cross 8.98 -.13%.
- Bloomberg Emerging Markets Currency Index 36.36 -.02%.
- Bloomberg Global Risk-On/Risk Off Index 86.3 -.7%.
- US 10-Year Yield 4.16% unch.
- Volatility Index(VIX) futures 19.1 +.1%.
- Euro Stoxx 50 futures +.04%.
- S&P 500 futures -.11%.
- NASDAQ 100 futures -.12%.
BOTTOM LINE: Asian indices are mostly 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 100% net long heading into the day.