Around X:
- @Business
- The European Union is bracing for a protracted energy price shock after Iran crippled a vital Qatar gas plant, raising the prospect of a years-long supply crunch.
- Iran has effectively closed the Strait of Hormuz to all but approved vessels. Here’s what to know about the waterway that’s a vital shipping route for oil, gas and other commodities.
- Alibaba and Tencent bled $66 billion of value in roughly 24 hours, after the market punished the twin leaders of China’s tech arena for failing to lay out clear visions for how to profit off AI.
- Here’s the latest news and analysis on the oil market.
- Get up to speed on what's moving global markets.
- Here’s what you need to know to start your day.
- @ZeroHedge
- "5 Sigma Event": Market Flush Arrives As Long-Only Funds Sell Most Stocks On Record.
- WHO Convenes Global Session To Dictate How The Coming Influenza Pandemic Will Be Run.
- SUPER MICRO CO-FOUNDER, EMPLOYEE AND CONTRACTOR SMUGGLED NVIDIA CHIPS TO CHINA, U.S. PROSECUTORS CHARGE. SUPER MICRO: US UNSEALED INDICTMENT OF 3 PEOPLE LINKED TO CO. SUPER MICRO: US INDICTMENT LINKED TO EXPORT-CONTROL VIOLATIONS.
- Bezos Plots Colossal $100 Billion Fund To Transform Companies Using AI: WSJ.
- NASA May Shrink Boeing's Moon-Mission Role While Handing SpaceX Core Rocket Responsibilities.
- The Treasury Department added Cuba to a list of countries restricted from taking delivery of Russian oil after a tanker of the fuel appeared to be headed to the island, which is under a US naval blockade.
- Crews at risk in the Gulf. Just heard from a crewmember on one of the 3,200 ships stuck in the Persian Gulf. A ship called the local port authority requested permission to dock as they had run out of water. They were denied permission! Multiple ships are in the same condition, with stores, food and fuel running low. Ports are overwhelmed and security is such that they are refusing permission for ships to dock. Crews cannot get off and reliefs cannot fly in.
- Qatar state-owned LNG giant QatarEnergy has published a statement detailing the overnight damage, providing more granularity (particularly around the damage of the GTL plant). (pic)
- US Fast-Tracks Billions In 'Emergency' Arms Sales To Gulf, Bypassing Congress.
- Top Goldman Trader Asks: "Where Are We?".
- Bibi Bails-Out Markets: Late-Day Comments Crush Crude, Spark Bid For Bonds & Stocks.
- @CNBC
- Oil falls as U.S. weighs releasing sanctioned Iranian crude to cool prices.
- Asia markets set to track Wall Street losses as Iran war fuels risk-off sentiment.
- Friday's big stock stories: What’s likely to move the market in the next trading session.
- Stock futures tick higher, but S&P 500 heads for fourth losing week in a row amid rising oil prices: Live updates.
- Amazon acquires startup Rivr to test robots for 'doorstep delivery'.
- Stocks making the biggest moves after the bell: FedEx, Firefly Aerospace, Planet Labs & more.
- FedEx beats on top and bottom lines, raises guidance on strong performance.
- Netanyahu says Iran is being 'decimated' but revolution requires 'ground component'.
- @DiscloseTV
- JUST IN - Pentagon asks the White House to approve a more than $200,000,000,000 billion request to the U.S. Congress to fund the Iran War — WaPo.
- @ShadowofEzra
- Chinese lawyer Victor Gao hints that China may now be in possession of the entire unredacted Epstein files. He says now is the right moment to fully expose the details of Jeffrey Epstein’s activities and everyone involved with him. "Does China have the files?" "Eventually, everything needs to come out in the sun. Let’s wait." (video)
- Joe Kent drops a bombshell, revealing that the Israeli lobby in DC manipulated intelligence to push the Trump administration to treat Iran as an imminent threat when it wasn’t. He names people like Mark Levin as playing a major role in repeating propaganda talking points to the public. He says this manipulation of intelligence destroyed the negotiations President Trump had planned with Iran. (video)
- @MJTruthUltra
- HOLEE SHIZZLES! The CIA and members of Congress Deliberately kept Information from the President of the United States that China Penetrated Voter Databases in 18 States “Tusli Gabbard has more damning evidence and she’s just been sitting on it — the president knows, the WH Chief of Staff knows — she’s not using the data in front of her. We were told for 6 years there were no foreign intrusions in our election. Now there are indictments over Iran hacking one voter database and evidence China penetrated voter databases in 18 states! “The real scandal is that intelligence officials intentionally kept the president and the country in the dark because they didn't like Donald Trump's policies!” (video)
- @nogps1
- Coincidence? NO! We have way too much evidence now to demonstrate that the USAF is actively involved in the creation of this incoming major storm! How many lives need to be lost before people start waking up to what is happening? Remember the children lost to the storm in Texas Many thanks to Chanda Morse for this flight tracker information. (video)
- @BGatesIsaPsycho
- @Holden_Culotta
- Wow. Joe Kent just revealed the last thing Charlie Kirk said to him: “The last time I saw Charlie Kirk on this Earth was in June, in the West Wing.” “He looked me in the eye and he said … Joe, stop us from getting into a war with Iran.” “One of President Trump’s closest advisors was vocally advocating for us to not go to war with Iran and for us to rethink, at least, our relationship with the Israelis.” “And then he’s suddenly publicly assassinated and we’re not allowed to ask any questions about that?” (video)
- @RenzTom
- I think @thevivafrei is on to something here. This DOJ is outright corrupt. They are ignoring the law on the Epstein files disclosure and have continually misled the public on issue after issue. Was Kent pushed being pushed out for pushing for truth and did he finally just decide to walk over this war? It seems fair to ask.
- @WallStreetApes
- This is why Democrats were so mad about the money from USAID getting shut off. US Intelligence intercepted communication that “a foreign power was discussing routing USAID money to Joe Biden's campaign in 2024”. USAID was a Democrat global money laundering operation. (video)
- @TheSCIF
- Dominion emails show ties in foreign countries and internet access on an OPEN remote system. Emails mention locations and equipment in Belgrade, Serbia, Europe, and Shanghai, China. "...when we are sending election results through INTERNET (from tabulators or RTM), this is NOT closed system anymore." Any internet access or connections were previously denied. We now know for a fact that these machines were always connected to the internet. (pic)
- @BreannaMorello
- The fact that Tina Peters is still in prison is absolutely disgraceful.
- Fox News keeps having Lindsey Graham on during prime time hours. You’ve got to ask yourselves why… (pic)
- @DiedSuddenly_
- In 2022 during the height of Covid Tyranny, Military service members attended a GOP meeting to beg Lindsey Graham to help them fight the military mandates as they were facing dishonorable discharge for refusing to take the poisonous clot shot. Lindsey Graham scoffed. Told them to get the vaccine, and said “let’s move on to the next question”. Lindsey Graham is one of the highest GOP recipients of Pfizer’s political PAC money. Years later, Graham would return to South Carolina to ask those same military service members (that he abandoned) to send their children to fight and die Iran. (video)
- @EmeraldRobinson
- Looks like they're going to let Don Lemon walk. So we're back to ZERO ARRESTS for the Trump Admin.
- @WallStreetMav
- The US Treasury debt jumped by another $1 trillion in five months, and by $2 trillion in 7.5 months to $39 trillion now. We will hit the $40 trillion milestone, in a few months, with the war in Iran likely to add extra $100 to $200 billion that was not expected. (graph)
- @mikebenzcyber
- EXPOSED — Biden CIA’s War on Motherhood: Newly released CIA documents reveal the Biden Administration identified “motherhood” and “homemaking” as indicators of “white racially and ethnically motivated violent extremism” (REMVE). This whole thread is insane. These are actual source docs. CIA letterhead.
- @ExxAlerts
- ALERT: An irritated Senator Kennedy blasts Senate GOP leadership for not having a “plan B” when the current plan to pass the SAVE America Act fails. The bill could pass through a reconciliation process, which requires a simple majority with Vance serving as a tie-breaker if needed. “There are a lot of smart lawyers in this country that can draft a bill that I think can, can pass what we call the Budget Control Act and get past the parliamentarian. I've seen plenty of provisions get past the parliamentarian that I didn't think had a chance and, and vice versa.” (video)
- @KobeissiLetter
- BREAKING: America’s Arab allies are now "fuming" that they do not seem to have any influence with the Trump Administration despite "heavy investments of time and money," per WSJ. Arab Gulf countries recently committed to investing nearly $4 trillion in the US.
- BREAKING: Iran is considering charging taxes and toll fees on ships who wish to cross the Strait of Hormuz.
- @TeamOverhaulGA
- Atlanta TSA Union President: "TSA workers are coping with eviction notices and overdrawn bank accounts. Every available financial option has been exhausted." Ossoff can end this at any time if he stops protecting illegal aliens and reopens DHS. (video)
- @TPV_John
- Make NO mistake… This IS the Digital ID infrastructure being pushed through our Senate by GOP Senator Marsha Blackburn. Soon, if you fail to identify online with your state issued ID, you won’t be able to use most of the internet. They want anonymity to be ILLEGAL, and a backdoor to monitor all of your online activity and conversations. They also want this to tie right into the coming CBDC system, a a fully digital cashless society which they have the ultimate control over. Your social credit score will also play a big part, as your “behavior” will be tracked and monitored for compliance, and certain restrictions can be imposed…Like what you can buy/sell. Sound familiar? It is one of the core goals of the WEF/Agenda 2030 goals for the world, and once this happens it’s GAME OVER for freedom and liberty as we know it. Don’t worry, if they don’t get this bill passed, it will just be snuck into the SAVE Act or some other omnibus spending bill somehow, and they will pass it that way.
- @thematrixb0t
- @illuminatibot
- @negligible_cap
- JPMORGAN, GOLDMAN OFFER HEDGE FUNDS WAY TO SHORT PRIVATE CREDIT. $JPM and $GS are reportedly offering ways to short private credit, giving off 2008 GFC vibes. They’ve assembled baskets of companies with exposure, including alt managers and BDCs. $OWL and others are fading on the headline.
- @Worldsource24
- BREAKING: Newsmax: The US military has sped up the deployment of thousands of Marines and sailors to bolster American forces in the Middle East during the conflict with Iran. The Boxer Amphibious Ready Group consists of the USS Boxer amphibious assault ship—which functions as a small aircraft carrier—along with the USS Portland and USS Comstock amphibious landing ships. These three vessels carry approximately 2,500 Marines and a total of about 4,000 service members.
- @ggreenwald
- @libsoftiktok
- BREAKING: The House has voted 228-190 to PASS the BOWOW Act, which allows for the deportation of any non-citizen who harms law enforcement animals. 190 Democrats voted AGAINST it. (video)
- @RealDrJaneRuby
- This is the United States aviation squadron @403rdWing that poisons our skies and then makes presentations to elementary schools like they are supposedly heroes when in reality, they are poisoning all of us every day. AND THEY KNOW IT. (pic)
- @DiligentDenizen
- Kash Patel is reportedly SHUTTING DOWN DNI investigations in to foreign involvement of Charlie Kirk's assassination —per Daily Mail. The news comes after reports he limited interdepartment access to the case yesterday. Why would he do that? This is so relevant today after Joe Kent's resignation.
- @ThierryBorgeat
- Every time oil prices surged 50%+ above trend, a recession followed. Every. Single. Time. We just crossed that threshold again. This isn't a prediction. It's history rhyming. (graph)
- @VigilantFox
- Tucker Carlson reveals the FBI’s response to his Thomas Crooks documentary was “so hostile” that it “confused” him, and it still confuses him to this day. “The response that I got was hysterical. That’s not an overstatement.” “We got information... which we’ve been told didn’t exist. And this was not an attack on the FBI.” “This was, of course, during the last administration with a different director. So this was hardly a partisan hit job.” “This is the President of the United States whom I campaigned for and voted for and have liked for many years. So, it’s not an attack.” “The response I received from the FBI was so hostile that it confused me.” “And it still does confuse me…” (video)
- @SenTuberville
- Yet my colleagues from Georgia continue to keep Homeland Security shut down and TSA agents without funding….Do you want to explain your vote to Georgians
@SenOssoff, @SenatorWarnock??? (video)
- @OcrazioCornPop
Night Trading
Morning Preview Links
BOTTOM LINE: Asian indices are mostly higher, boosted by transport and consumer 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 day.
- Asian equity indices are -.25% to +.5% on average.
- Asia Ex-Japan Investment Grade CDS Index 85.5 +7.0 basis points.
- China Sovereign CDS 49.5 +1.25 basis points.
- China Iron Ore Spot 108.0 USD/Metric Tonne +.84%.
- Crude Oil 93.42/bbl. -2.8%
- Gold 4,685.0 USD/t oz. +1.7%.
- Swiss Franc/Offshore Chinese Renminbi Cross 8.74 +.09%.
- Bloomberg Emerging Markets Currency Index 35.42 -.04%.
- Bloomberg Global Risk-On/Risk Off Index 102.3 -.3%
- US 10-Year Yield 4.25% -2.0 basis points.
- Japan 30-Year Yield 3.54% n/a.
- Volatility Index(VIX) futures 23.6 -1.7%.
- Euro Stoxx 50 futures +.82%.
- S&P 500 futures +.25%.
- NASDAQ 100 futures +.20%.
BOTTOM LINE: Asian indices are mostly higher, boosted by transport and consumer 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 day.