Sunday, March 22, 2026

Monday Watch

Around X:

  • @Business   
  • @Zerohedge
  • @CNBC 
  • @MarioNawful
  • @naomirwolf
  • @TheRealSantino
  • @PWestoff  
  • @PeterBernegger
  • @ValerieAnne1970
  • @FurkanGozukara
  • @thehealthb0t
  • @BrandonStraka
  • @Iluminatibot
  • 2016 Epstein email to Peter Thiel (PayPal/Palantir founder): “As you probably know, I represent the Rothschilds.” Les Wexner under oath: Epstein worked directly for the Rothschilds in France since the 80s. Ariane de Rothschild emails, $25M deals, 12,000+ mentions in files. The real power stays in the shadows. (pic)
  • @Vltra_MK
  • @ThoughtCrimes80
  • The largest fire in Nebraska history is currently ravaging the state with 0% containment, and nobody is talking about it. Pray for Nebraska. (video)
  • @JoshHall2024
  • @allenanalysis
  • @Rasmussen_Poll
  • @Rothbard1776
  • @FinanceLancelot
  • @nogps1
  • @TonySeruga
  • @JasonBassler1
Night Trading
  • Asian indices are -3.0% to -1.5% on average.
  • Asia Ex-Japan Investment Grade CDS Index 90.5 +5.0 basis points.
  • China Sovereign CDS 51.75 +2.25 basis points.
  • China Iron Ore Spot 107.7 USD/Metric Tonne -.5%.
  • Crude Oil 98.72/bbl. +.5%
  • Gold 4,449.7 USD/t oz. -3.7% 
  • Swiss Franc/Offshore Chinese Renminbi Cross 8.76 +.03%. 
  • Bloomberg Emerging Markets Currency Index 35.29 -.08%.
  • Bloomberg Global Risk-On/Risk Off Index 101.5 -.8%.
  • US 10-Year Yield 4.40% +2.0 basis points. 
  • Japan 30-Year Yield 3.57% +3.0 basis points. 
  • Volatility Index(VIX) futures 26.3 +2.3%. 
  • Euro Stoxx 50 futures -1.01%.
  • S&P 500 futures -.14%.
  • NASDAQ 100 futures -.23%.

BOTTOM LINE: Asian indices are sharply lower, weighed down by financial and technology shares in the region. I expect US stocks to open mixed and to weaken into the afternoon, finishing modestly lower. The Portfolio is 25% net long heading into the week.

Saturday, March 21, 2026

Today's Headlines

Around X:

  • @Zerohedge 
  • @BarronsOnline
  • Had bullish commentary on (ORCL) and (ROST).
  • @IGSquawk 
  • @MarioNawfal
  • @GenFlynn
  • @MarkLynchSC
  • @WideAwake_Media
  • @ProjectConstitu
  • @RenzTom
  • @DD_Geopolitics
  • BOMBSHELL!!! PENTAGON PLAGIARIZED ADELSON FUNDED-ISRAELI THINK TANK TO JUSTIFY WAR ON IRAN!!! The White House's official justification for launching the war on Iran, a March 2 document titled "The Iranian Regime's Decades of Terrorism against American Citizens," appears to have been lifted almost verbatim from the Foundation for Defense of Democracies. Side-by-side comparison shows the same historical events, in the same order, with nearly identical framing reworded just enough. (pic)
  • @sayerjigmi
  • @DiligentDenizen
  • @yoalexrapz
  • @LaraLogan
  • @thematrixb0t
  • @nocapalpha
  • @amuse
  • @annvandersteel 
  • @The_Real_Fly
  • @ABridgen
  • @AaronRDay
  • KLAUS SCHWAB COULD NOT HAVE WRITTEN A BETTER AI BILL THAN THE ONE REPUBLICANS JUST DROPPED. The "TRUMP AMERICA AI Act" is 300 pages of centralized AI control disguised as innovation policy. 1/ Preempts state AI laws. Your state can no longer protect you. One federal rulebook controlled by Washington replaces 50 state legislatures overnight. 2/ Creates a mandatory "duty of care" enforced by the FTC. Unelected bureaucrats now decide what AI can and cannot say. 3/ Requires frontier AI companies to report to the Department of Homeland Security and pass Department of Energy evaluations BEFORE deployment. Government permission to innovate. 4/ Mandates quarterly job displacement reports to the Department of Labor. They're not tracking losses to help you. They're building a workforce surveillance database. 5/ Sunsets Section 230 in two years. Every platform becomes legally liable for user speech. The largest speech suppression mechanism ever passed by a Republican Congress. This is not deregulation. It's the Great Reset wearing a red hat.
  • @KatusaResearch
  • @Defence_Index
  • @LemeLson
  • @AzPinkLady
  • @nickgerli1
  • Rental market deflation is spreading across the U.S. Austin is down 22% from peak. Fort Myers is down 19%. Denver is -13%. Atlanta is -11%. Nashville is -11%. Dallas is -11%. Landlords are doing big rent cuts across the Sun Belt and West. In some cases, they're even offering 3 months free rent (20-25% net rent cuts). This is great news for renters and homebuyers.
  • @Cernovich
  • @defense_civil25
  • @HustleBitch_
  • @EithanDHaimMD
  • @pati_arins64
  • Iranian Strike on Dimona: Reports of Building Destruction and Casualties. A few days ago, I wrote this post: https://x.com/pati_marins64/status/2034794282440159315?s=46 where I predicted an Iranian response and a gradual effort by the coalition to shift the Overton Window, bringing the word 'nuclear' to the forefront of political and analytical discourse. This calls for reflection from all parties and an urgent de-escalation. (video)
  • @PeterBernegger
  • @ZeeeMedia
  • @nexta_tv
  • @clashreport
  • BIG: Saudi Arabia and the UAE are moving closer to supporting the US-Israel war effort by expanding base access and preparing for a longer conflict. Officials say attitudes in Riyadh have shifted toward “supporting the US war as a way to punish Iran,” but both states remain cautious, warning that direct offensive involvement could “open a can of worms.” MORE: Saudi Arabia has opened King Fahd Air Base to US forces. More US troops are deploying to the region. UAE signaled it is ready for a long war (up to 9 months). The US is pushing Saudi Arabia to join offensive operations.
  • @WallStreetApes
  • @Shilohmarx
  • @RealSKeshel
  • @ValerieAnne1970
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