Evening Headlines
Bloomberg:
- Australia’s Resurgent Public Wages May Add to Rate-Rise Pressure.
- Asia Stocks Eke Out Gains After Jittery US Session: Markets Wrap.
- Oil Extends Gain for a Second Session Ahead of US Inflation Data.
- Home Lenders Hunt for Ways to Make 6% Mortgages More Attractive.
- Where to Invest $1 Million: Rob Arnott Says Stock Slump ‘Far From Finished’.
- First DeSantis Took On Disney. Now He’s Coming for Wall Street.
- Bankman-Fried Prosecutors Allege Plot to Shape Crypto Policy.
- Jerome Powell’s Worst Fear Risks Coming True in Southern Job Market.
- Onion Shortage Threatens a New Chapter in World Food Crisis.
- US Mortgage Rates Climb for Third Straight Week, Reaching 6.5%.
- Dimon Says the US Economy Is Facing Some ‘Scary Stuff’ Ahead.
- Carvana Reports Wider Loss as Used-Car Sales and Prices Fall.
- Thomas Lee, Billionaire Private Equity Deals Pioneer, Dies at 78.
- The Ranks of 401(k) Millionaires Are Shrinking.
- How a Toxic Train Crash Brought an Ohio Town to a Halt.
Wall Street Journal:
- America Is Losing the ‘Epic Battle’ Against Bird Flu.
- Faculty Pressures Stanford to End Bias-Reporting System.
- The Conflict in Ukraine Offers Old—and New—Lessons in 21st-Century Warfare.
- U.S. Amps Up Troop Presence in Taiwan.
- Train-Car Wheel Bearing Overheated Before Ohio Derailment, NTSB Finds.
- A Bigger Subsidy for Risky Mortgages. The housing lobby wins again, but taxpayers could lose in a recession.
- Harvey Weinstein Sentenced to 16 Years for Sex Crimes in California.
Fox News:
CNBC.com:
- Warner Bros Discovery revenue misses as media giant posts big loss.
- Block misses on earnings but beats on revenue, gross profit.
- Jamie Dimon says the Federal Reserve has ‘lost a little bit of control of inflation’.
- Meet the $10,000 Nvidia chip powering the race for A.I.
- A year into the war, Ukraine and the West prepare for the biggest reconstruction since World War II.
- Adobe slips on report saying DOJ plans suit to block $20 billion Figma deal.
MarketWatch:
- Opinion:
The stock market’s rally was a head fake and the smart money now is with the bears.
- Unity Software stock slides nearly 20% as mobile-ad spending dries up and annual forecast weighs.
- Nvidia’s stock-market hot streak is far from over, according to Wall Street analysts.
- After grim fourth quarter, investors face worst year for earnings since 2000 by this measure, says UBS.
- 87% of Americans are concerned about the economy, survey finds.
Zero Hedge:
- SBF Consultant Advised "Giving To A Lot Of Woke Sh*t" According To New Indictment.
- 'Lunatic' Forewoman In Trump-Georgia Case Shocks Media With Overt Bias, Trump Lawyers Pounce.
- Greenwald: NYT Finally Admits "The International Community" Does Not Stand With US On Ukraine.
- JPMorgan Says Staley-Epstein 'Snow White' Emails Don't Prove That Minors Were Abused.
- Are Reparations Part Of The American Rescue Plan? Cities Say Yes And Plan To Use Federal Funds To Support Reparations Efforts.
- The US Housing Recession Is The Canary In The Coal Mine.
- Escobar: Putin's "Civilizational" Speech Frames Conflict Between East And West.
- Explosions In Iranian City Which Hosts Nuclear Facility, Air Defenses Activated.
- Toxic Wastewater From Ohio Train Derailment Headed To Texas.
- Buy high, sell low frustration is huge.
- "Colossal" Tidal Wave Of New Container Ships About To Strike.
- Retail Investors' Most Popular Stocks Of 2023 So Far.
- US stocks finished a choppy session in the green after reversing the initial data-induced losses - Newsquawk Asia-Pac Market Open.
- What Do These 10 Crime-Ridden Cities All Have In Common?
- Former Pharma Exec Charged With Insider Trading Around Government's $765 Million Pandemic Loan To Kodak.
- US Legislators Introduce Bill That Would Prohibit Creation Of An American CBDC.
- JPM's Delta-One Desk Answers The Two Biggest Questions In The Market Today.
- More Than 1,700 Flights Canceled As Major Winter Storm Engulfs Much Of US.
- Stocks firmer after hot labour market data and PCE revisions shrugged off - Newsquawk US Market Wrap.
- 0DTE Call-Buyers Rescue Stocks From CTA-Slam, Bonds Bid.
TheGatewayPundit.com:
- JUST IN: White House Says Biden Has No Plans to Visit Ohio Derailment Site, Despite Having Plenty of Time to Visit Ukraine.
- CONFIRMED: As We Suspected All Along, New Video Proves Capital Police on January 6 Started Firing on the Innocent Crowd Without Warning and Against the Law, Injuring Numerous Individuals (SHOCKING VIDEO).
- Elon Musk On When People Will Admit COVID Response Was A “Scam” – “It’s Coming”.
- JEROME CORSI: Obama Went After General Flynn Because He Was a Risk of Indicting Him and Hillary for High Crimes and Misdemeanors.
- Hunter Biden Misses Midnight Deadline to Turn Over Business Records to Oversight Committee – Subpoenas Coming (Video).
- Hollywood Star Mark Wahlberg Says Faith “Not Popular” In His Industry – But God “Came To Save The Sinners” (VIDEO).
- “Xi Jinping and Putin Know, There Are No Consequences Under the Joe Biden Presidency” – Kash Patel on Why the Word “Nuclear” Is Now in the Mainstream.
- Jeffrey Sachs: UN Must Investigate Nord Stream Bombing and “Bring Perpetrator to Justice”.
- FLOP: Nikki Haley’s Campaign Rollout Has Negligible Impact On Support.
- NY Times Editorial Board Member Questions Free Speech on Internet: ‘I don’t think we can allow it to go on’ (VIDEO).
- Game’s Up! MAGA 20 Want the Receipts for $113 Billion in Taxpayer Dollars Laundered Through Kiev.
The Epoch Times:
Twitter:
- @C_Barraud - US #Housing Market Posts $2.3 Trillion Drop, Biggest Since 2008 - Bloomberg. (graph)
- @ClayTravis - The NBA all star game crashed to an all time viewership low of just over 4 million people. Adam Silver allowed woke ideology to destroy the NBA’s brand.
- @DC_Draino - Wait what’s this? New body cam footage from J6 w/MPD discussing how “they set us up”? “Let them take the [Capitol]” This is why they don’t want more J6 footage released The fingers will all point back at Pelosi & her staff secretly weakening security. (video)
- @ReOpenChris - Dr. John Littell KICKED OUT of Sarasota Memorial Hospital Board Meeting after testifying to the effectiveness of Ivermectin to treat Covid-19! (video)
- @songpinganq - China displays faces, names, I.D. No., addresses...of persons, who're on the blacklist of #SocialCreditSystem, on the indicators of bus stops, for everyone to see to shame them. (video)
- @2022_Lockdown - Long rows of large empty parked trucks. Apparently, there is little to transport. Not a good sign for China's economy and Chinese workers. (video)
- @TomFitton - Why have we been maintaining biolabs in Ukraine for 20 years?! (video)
OpenVAERS:
- VAERS US COVID Vaccine Adverse Event Reports. 936,483 Reports(+1,783 from prior week) Through February 10th, 2023.
SKirsch.com:
- Using the MGH numbers with our own VAERS queries, we have 247 cases per million doses from the MGH study divided by 5.97 cases per million doses from VAERS. 247/5.97 = 41. This suggests that the VAERS under-reporting factor (URF) is 41X.
Night Trading
Morning Preview Links
BOTTOM LINE: Asian indices are mostly higher, boosted by tech 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 50% net long heading into the day.
- Asian equity indices are -.25% to +.50% on average.
- Asia Ex-Japan Investment Grade CDS Index 115.75 -3.0 basis points.
- China Sovereign CDS 67.5 -1.5 basis points.
- China Iron Ore Spot 130.0 USD/Metric Tonne +.2%.
- Bloomberg Emerging Markets Currency Index 47.62 +.01%.
- Bloomberg Global Risk-On/Risk Off Index 60.8 +.6%.
- Bloomberg US Financial Conditions Index .22 -2.0 basis points.
- Volatility Index(VIX) futures 21.4 +.13%.
- Euro Stoxx 50 futures +.52%.
- S&P 500 futures -.15%.
- NASDAQ 100 futures -.32%.
BOTTOM LINE: Asian indices are mostly higher, boosted by tech 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 50% net long heading into the day.
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