Sunday, November 08, 2026

Monday Watch

Around X:

  • @Business   
  • @Zerohedge  
  • @CNBC 
  • @BGatesIsaPsycho
  • @TheSCIF
  • @WallStreetApes 
  • @HormuzReport
  • @SteveCortes
  • @realjoshuareid
  • @C_3C_3
  • @MrSausageGet
  • Exit polls show deportations as extremely popular among Republican voters, with the Iran War being extremely unpopular. 5 days after the election, Trump gives an interview to 60 minutes stating his deportation policy is too tough. Folks - this is intentional losing.
  • @MJTruthUltra
  • @macropaper
  • THE SCALE OF CYBERATTACKS AROUND THE WORLD IS GETTING OUT OF CONTROL. BANKS, FINANCE AND CRYPTO. • France: Nearly €100 Million stolen from CrĆ©dit Mutuel ArkĆ©a through fraudulent transfers involving an outside provider. • India: ₹78 Million stolen from Spandana Sphoorty through unauthorized transfers to 82 accounts. • UK: Revolut suffered a breach exposing customer identity documents and transaction records. • Binance: A $6.3 Billion hack, the largest one ever...
  • @annvandersteel
  • @WarHorizon  
  • @catturd2
  • @ConseptualJames
  • Their plan, which they say I'm 100% right about, is to 1) Make sure there's no viable candidates at all in 2028; 2) To ensure that the Republican Party itself is completely shattered into small, weak pieces over the 8 years starting 4 years ago; 3) To position themselves, though small, to be the biggest and strongest of those pieces in 4-6 years so that electoral necessity causes conservatives to rally around them; 4) Ensure Republican losses and DSA wins so that we have insane Democrat/Marxist abuses that radicalize us and are unbearable in the meantime; 5) Then to forward a strongman in 2032 or 2036 who ends the Constitution if it hasn't already been ended by the DSA. They might have some fantasies about ruling the country, but the real objective is to split it into pieces that hate each other...
  • @kylenabecker
  • @Liz_Churchill10
  • @a_newsman
  • @nogps1
  •  @unusual_whales
  • Hedge funds are getting hit hard by the AI selloff, per BLoomberg: VARA ($20B): down 33% in October, after a 44% drop in July. Arini ($22B): down 26%. Atreides ($3.4B): down 9.5%. Lone Pine ($20B): down 8.8%. Tiger Global ($78B): down 8.5%. Whale Rock ($13B): down 8%. Engineers Gate ($5B): down 5.5%, cutting its stock-picking team. Marshall Wace ($70B): down 5.4%. D1 Capital ($40B): down 5%. Samlyn ($7B): down 5%, dumping all but financial stocks and cutting analysts. Walleye ($17B): down 5%, cutting most of its equities team. Balyasny ($37B): down 3.4%. Sona ($25B): down 3%. Brevan Howard ($35B): cutting 5 portfolio managers and its head of credit. Diameter ($29B): wiped out its gains for the year.
Night Trading
  • Asian indices are +.75% to +3.75% on average.
  • Asia Ex-Japan Investment Grade CDS Index 72.75 -.5 basis point.
  • China Sovereign CDS 35.75 -.75 basis point.
  • China Iron Ore Spot 92.8 USD/Metric Tonne -.3%.
  • Crude Oil 91.0/bbl. +.2%
  • Gold 4,132.8 USD/t oz. +1.4% 
  • Swiss Franc/Offshore Chinese Renminbi Cross 8.12 -.2%. 
  • Bloomberg Emerging Markets Currency Index 33.2 +.02%.
  • Bloomberg Global Risk-On/Risk Off Index 114.6 +1.6%.
  • US 10-Year Yield 4.88% +2.0 basis points. 
  • Japan 30-Year Yield 3.88% +4.0 basis points. 
  • Volatility Index(VIX) futures 21.1 -5.1%. 
  • Euro Stoxx 50 futures +.26%.
  • S&P 500 futures +.59%.
  • NASDAQ 100 futures +.65%.

BOTTOM LINE: Asian indices are higher, boosted by technology and metals & mining shares in the region. I expect US stocks to open modestly higher and to maintain gains into the afternoon. The Portfolio is 50% Net Long heading into the week.

Saturday, November 07, 2026

Today's Headlines

Around X:

  • @Zerohedge 
  • @BarronsOnline
  • Had bullish commentary on (RMD), (NVDA), (AMD), (AVGO), (UBER), (MKL) and (AA).
  • @WriterRomana  
  • @TheChiefNerd
  • @TheSCIF
  • @WallStreetApes
  • HOLY CR*P!!! How is this even possible?? All of California’s major candidate election results are the EXACT SAME percentages for Democrats and Republicans. Governor 64% (D) vs 35% (R). Lieutenant Governor 64% (D) vs 35% (R). Secretary of State 64% (D) vs 35% (R). Controller 64% (D) vs 35% (R). Treasurer 64% (D) vs 35% (R). Attorney General 64% (D) vs 35% (R). Supreme Court Justice: Joshua Groban 72% (D) vs 28% (R). Supreme Court Justice: Kelli M. Evans 72% (D) vs 28% (R). These don’t look like real election results, they look like a computer algorithm. Our elections are fake. 
  • @HormuzLetter
  • @NicHulscher
  • @DowdEdward
  • @BennyJohnson
  • @GlockfordFiles
  • @nishantkumar07
  • @LaraLogan
  • @Shilohmarx
  • @ConflictAlarm
  • @Polymarket
  • @TheQNewsPatriot
  • Massive reports of potential fraud in US midterms already coming out — * New York: Voters being told at polling stations that they’ve already voted. * California: Voters being told at polling locations that they’ve already voted. * Texas: Total 2026 turnout exceeded 2024 turnout by almost the exact same number of total votes that went to the [D] candidate for Governor...
  • @TPV_John
  • @TomFitton
  • @PeterBernegger
  • @B_Smallberries
  • @JimmieX07
  • BREAKING: GINA HINOJOSA ISSUES ELON MUSK WITH AN ULTIMATUM OVER TESLA’S OPERATIONS IN TEXAS. Texas Governor-elect Gina Hinojosa has announced plans to introduce significantly higher tax rates targeting Elon Musk’s companies operating in Texas, insisting that Tesla must comply with the state’s new tax requirements or reconsider its continued manufacturing operations in the state. Under the proposed terms, Tesla would be required to pay the increased tax rate to maintain its production operations, including Cybertruck manufacturing at its Texas Gigafactory, or face the possibility of having production halted. The development would mark a significant escalation in the political and business tensions surrounding Musk’s relationship with Texas’ incoming Democratic leadership. 
  • BREAKING: ELON MUSK FINALLY RESPONDS AFTER GINA HINOJOSA THREATENED TO TAKE ACTION AGAINST HIS TESLA OPERATIONS IN TEXAS. “Gina is nothing more than a puppet of Barack Obama and Kamala Harris. Democratic Party power brokers put her in that position to advance their own political interests. But here’s the reality: they need me far more than I need them. If they don’t want me in Texas, I’m prepared to pack up and relocate to Florida without hesitation. I can already see what she’s planning. She will attempt to interfere with Cybertruck manufacturing by hiding behind increased taxation, but everyone understands the real motivation. Her political allies in the deep state want to punish me for standing behind Donald Trump during the election. This confrontation goes beyond my businesses. Their real objective is Trump, and they believe targeting me is another way to get to him. What they seem to have forgotten is that the President still possesses veto powers. I’m certainly not intimidated by Gina Hinojosa. Whenever she makes these threats, I simply find them amusing. Any reckless decision she makes will ultimately damage Texas, its economy and its residents much more than it will affect my companies. Let’s see whether Gina genuinely intends to protect the interests of Texans or whether she is willing to undermine everything the state has accomplished simply because of political hostility.” (video)
  • @miss_nfl_
  • @gatewaypundit
  • @unusual_whales
  • @theGAnerds_Real
  • @realJoeHoft
  • @dylanotes
  • @lunakye_world
  • @ClownWorld
  • The fake Dan Sullivan got 3,600 votes, and the real Republican lost by 637 votes. They didn't just play dirty, they literally stole the election with a spoiler candidate. This is rigging in plain sight. (pic)
  • @TruthAnswersAll
  • KANSAS: THE 15% GAP, COUNTY BY COUNTY. The 15% gap held across the Senate map. Here’s Kansas, all 105 counties. 94% of counties fell within range: 99 of the 105. Below the formula: Seward, Ford, Finney. Meatpacking counties in southwest Kansas. Above the formula: Wallace, Sheridan, Jewell. Three of the reddest ranch counties in the state, about 90% Trump. What the formula tells us: If a county is below the formula, the proportion of Democrats to Republicans who voted was higher than in 2024. If it’s above the formula, the proportion of Republicans to Democrats was higher than in 2024. Why this matters: This isn’t a statewide average hiding the normal county to county variation underneath. The same 15% shows up in counties with hundreds of voters and counties with hundreds of thousands of voters. The few that break from it break in predictable directions. One rule works at the state level and the county level. That’s not what scattered voter decisions usually look like.
  • @JohnnyWhiskyTX
  • @KupePaul
  • @DawnsMission
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