Sunday, June 14, 2026

Monday Watch

Around X:

  • @Business   
  • @Zerohedge 
  • @CNBC 
  • @MarioNawful
  • @TheSCIF
  • @WallStreetApes 
  • @KylieJaneKremer
  • @WarClandestine
  • @TheInsidePaper
  • @rahulbali
  • @realMaalouf
  • @visegrad24
  • @OCOCReport
  • @pepesgrandma
  • @jackunheard
  • @MargaretHenzig
Night Trading
  • Asian indices are +1.5% to +3.5% on average.
  • Asia Ex-Japan Investment Grade CDS Index 69.25 -2.5 basis points.
  • China Sovereign CDS 39.25 -.25 basis point.
  • China Iron Ore Spot 101.70 USD/Metric Tonne +.3%.
  • Crude Oil 80.84/bbl. -4.7%
  • Gold 4,338.0 USD/t oz. +2.4%. 
  • Swiss Franc/Offshore Chinese Renminbi Cross 8.50 -.16%. 
  • Bloomberg Emerging Markets Currency Index 35.19 +.1%.
  • Bloomberg Global Risk-On/Risk Off Index 121.96 +1.0%.
  • US 10-Year Yield 4.43% -5.0 basis points. 
  • Japan 30-Year Yield 3.77% -3.0 basis points. 
  • Volatility Index(VIX) futures 19.1 -2.7%. 
  • Euro Stoxx 50 futures +1.73%.
  • S&P 500 futures +1.06%.
  • NASDAQ 100 futures +1.75%.

BOTTOM LINE: Asian indices are sharply higher, boosted by consumer discretionary and technology shares in the region. I expect US stocks to open higher and to maintain gains into the afternoon. The Portfolio is 100% Net Long heading into the week.

Saturday, June 13, 2026

Today's Headlines

Around X:

  • @Zerohedge 
  • @BarronsOnline
  • Had bullish commentary on (PWR) and (HON).
  • @IGSquawk 
  • @Vivek4real_
  • @MarioNawfal
  • @MJTruthUltra
  • @Warclandestine
  • @RenzTom
  • @nicksortor
  • @WallStreetMav
  • @DC_Draino
  • @NoLimitGains
  • The most important SpaceX detail nobody is talking about: the lockup is staggered. There is no single 180-day cliff. Insiders get to sell in tiers, starting MUCH earlier than a standard IPO. Here’s exactly when insiders can start selling:
  • @RepLuna
  • @mazemoore
  • @BullTheoryio
  • SpaceX created over 4,400 millionaires today, and many of them are regular working people. They are not executives or founders, they are welders, technicians, machinists, and launch crew, the people who showed up every day and built the rockets with their hands. Around 400 of them are sitting on stakes worth over $100 million each. For context, Google's IPO created roughly 1,000 millionaires. Facebook's created around the same. SpaceX is doing more than four times both of them in a single day. Juan Hernandez is one of them. (pic)
  • @CartmanReacts
  • @JackPosobiec
  • Today, I’m releasing never before seen intelligence revealing new evidence of past US government funding for more than 120 biolabs in over 30 countries, including Ukraine. In support of President Trump‘s Executive Order to end federal funding of dangerous gain of function research around the world, and increase transparency and accountability, ODNI will continue working with partners across the Administration to identify where these labs are, what pathogens they contain, and what “research” is being conducted. -@DNIGabbard. This is why they came after Tulsi so hard. (video)
  • @allenanalysis
  • @ZaStocks
  • @TonySeruga
  • @Megatron_ron
  • @EricLDaugh
  • @bernsteind
  • @Kalshi
  • @BRICSinfo
  • @P_McCulloughMD
  • @NicHulscher
  • @ReturnOfKappy
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