BETWEEN THE HEDGES: Monday Watch

Today's Headlines

Bloomberg:

Zero Hedge:

Wall Street Journal:

Barron's:

Had bullish commentary on (CCL), (RDFN), (EXPI), (HOUS) and (DOUG).

CNBC:

Oracle’s Larry Ellison thinks every government will want to build a ‘sovereign’ AI cloud in future.
A Southwest Boeing 737 lost engine cover during takeoff, FAA is investigating.
Big oil is racing to scale up carbon capture to slash emissions but the challenges are immense.
U.S. and China need ‘tough’ conversations, Yellen tells Chinese Premier Li.

MarketWatch.com:

NewsMax:

Fox News:

TheGatewayPundit.com:

The Epoch Times:

@elonmusk

This psy op is doing real numbers! (graph)

@WideAwakeMedia

Millions of birds are killed by wind turbines worldwide, every single year. But keep telling yourself that wind turbines are "environmentally friendly". (video)
A coal-fired power plant in China's Dai city. China emits more CO2 every year than the rest of the developed world combined—completely cancelling out all the sacrifices you are being forced to make in the farcical pursuit of Net Zero. (video)
Four years ago, a police van drove through Peckham Rye Park in London dictating "no sunbathing, exercise only" over a loudspeaker. Never forget the totalitarian insanity governments delighted in imposing on their own citizens, on a global scale, in response to a mild case of the sniffles. (video)

@newstart_2024

The nation's first outdoor test to limit global warming by increasing cloud cover launched Tuesday from the deck of a decommissioned aircraft carrier in the San Francisco Bay. The experiment, which organizers didn't widely announce to avoid public backlash, marks the acceleration of a contentious field of research known as solar radiation modification. The concept involves shooting substances such as aerosols into the sky to reflect sunlight away from the Earth.

@KobeissiLetter

Change In Price Since 2019, by Food Item: 1. Cocoa: +345% 2. Orange Juice: +260% 3. Olive Oil: +219% 4. Sugar: +120% 5. Fruit Snacks: +77% 6. Cooking Oil: +54% 7. Chocolate Bars: +52% 8. Apple sauce: +51% 9. Beef: +51% 10. Mayonnaise: +50% 11. Loaf of Bread: +42% 12. Eggs: +40% 13. Milk: +40% 14. Cereal: +38% 15. Butter: +24% Inflation has officially been at 3% or higher for exactly 3 years. The Average American is now paying nearly 40% MORE for groceries than what they were paying in 2019. Over 100 food items have seen inflation above 50% since 2019.
Total credit card debt is skyrocketing as savings rates have crashed. Total revolving credit in the US is now at $1.3 TRILLION, up from ~$960 billion in 2021. Meanwhile, the savings rate has plummeted to just 3.6% as affordability hits record lows. Interest rates on credit card debt are also hitting record highs, near 25%. (graph)

@ChuckCAllesto

FLASHBACK: Kamala Harris claims to have done a demonstration at the Capitol where they brought in folks that “HACKED ELECTION MACHINES” right before our very eyes.. (video)

@songpinganq

Police robots with facial recognition cameras roaming in China's streets. Once they detect people with low social credit score, immediately an alarm sends to authority. People with low social credit score are barred from entering high-end hotels, night clubs, golf courses. (video)

@TuckerCarlson

Ep. 90 Here’s the bright side of a dark time: people are starting to notice the lies. The vibe is changing fast. (video)

@WallStreetApes

NEW: Things Are About To Get A Lot Worse. Mayor Of Chicago Wants 700,000 More Illegal Migrants To Enter America & Be Sent To The City. He’s Also Asking For Half A Million Work Permits. Goodbye American Citizen Jobs. (video)
J.J. Carrell, Former US Border Deputy Patrol Agent For 22 Years Confirms With Clayton Morris That Illegals Are Being Paid More Money From Social Security Than Someone Who’s Worked Their Whole Life. “Maximum social security benefit payout”. (video)
One Way Or Another, America Will Be Transformed Into The Land Of Renters. NEW Illinois “Extraordinary increases in property tax assessments, leaving the homeowners panicking that they won't be able to afford to stay in their homes.” “Some face increases of nearly 650%”. (video)
Homeless Black Man Speaks Out At Chicago City Council Meeting. “They feel like you anti-American —The last 120 days that I have suffered, still homeless, countless SR numbers, but I watch individuals who came, who have come from thousands of miles away get preferential treatment. (video)

@stillgray

It’s absolutely insane how homeowners are required by law in NYC to pay for the utilities and mortgage despite having their homes taken over by squatters whom they’re not even allowed to evict. (video)

@TheChiefNerd

“A tidal wave of cancer cases is expected to sweep the globe by 2050, jumping 77 percent between now and then, a new study says. The increase is partly fueled by a mystery rise in cancers among young people that is affecting dozens of nations worldwide.

@VigilantFox

Ex-Diddy Producer Says This Scandal ‘Could Be WORSE Than Jeffrey Epstein’. Jesse Watters says, “Every room in Diddy’s mansions were wired with cameras ... And this was used for blackmail material,” citing the lawsuit filed by Rodney “Lil Rod” Jones. (video)

@rawsalerts

#BREAKING: Firefighters are battling a massive factory fire at a steel mill plant, with heavy, thick black smoke rising #Pueblo | #Colorado (video)

@ImMeme0

When they say that “undocumented migrants can’t vote in the U.S. elections,” think again. Imagine with million of illegals pouring into our country how many will be able to vote in upcoming 2024 presidential elections. 10,000 illegal aliens using the same exact social security number voted on November 3, 2020 in AZ. (video)
BREAKING: Tuberculosis breaks out at Chicago migrant shelters following measles cases. The confirmed tuberculosis cases come as more than 55 measles cases have now been confirmed in Chicago, with the majority of those cases being reported in the Pilsen migrant shelter on Halsted Street. (video)

@WallStreetSilv

Nothing to see here ... (pic)
Pfizer under oath: They PLANNED it all, they know what the covid vaccine was for. They used it as a bio weapon against humanity and against our consent. People will never know the true dangers of the COVID vaccine. (video)

@MdBreathe

Pfizer's Paxlovid has 44 severe drug interactions, including with statins (most widely prescribed drug in US), contains an HIV drug with a black box warning, toxic to liver and kidneys, poorly tolerated due to metallic taste, 20% incidence of rebound infection, $530 for 5 days… and doesn’t work!

@nicksortor

#BREAKING: The Biden regime and US military are actively preparing for a “SIGNIFICANT ATTACK” by Iran that could come within the next week. Trump warned that this was going to happen, and this would NOT be happening with Trump in office. Senior US officials say an attack is “INEVITABLE” and will most likely target both Israeli and AMERICAN assets and personnel. ARE WE ACTUALLY ON THE BRINK OF WORLD WAR III?

@BGatesIsaPsycho

“It’s ALL out in the open”. “Klaus Schwab demands a World Government under the UN, which has been brought under the control of The WEF”. “Bill Gates for many years has been following in his Fathers footsteps - a convinced Eugenicist - Bill Gates has been talking about the need to DRAMATICALLY REDUCE the Worlds Population”. “Cash will be abolished & moved to a CBDC”. Listen to Reiner Fuellmuch - Lawyer & Co-Founder of the Corona Investigative Committee as he summarises the Globalist Plan. Please share with any disbelievers - people need to know what’s happening to humanity. (video)
America Solar Eclipse Warning - frequently top up your gas tanks - charge your electric car - have a preparedness kit - items like paper maps, snacks, drinks & a cellphone chargers - have a communications plan - know where to take shelter if there’s an event - having these conversations ahead of time is important. All this for a an Eclipse? Is this just one massive American Psyop or do they know something? (video)
Climate Scam. In Northumberland, UK - two Diesel Generators are used to power one electric car charging point. Surely you must be realising what an absolute scam this is by now? (video)

@DavidIRamadan

@Center4Politics @UVA: Brad Raffensperger, @GaSecofState, @Google's Adelina Cooke, @CISAgov director Jen Easterly & @haddadmedia's Tammy Haddad join discussing the high potential that Artificial Intelligence poses for election interference this year. w @LarrySabato. (pics)

@LibsofTiktok

SHUT THE WHOLE THING DOWN AND SEND THE “DOCTORS” WHO DID THIS TO PRISON. (pic)

@DrJBhattacharya

Pfizer executives violated UK codes by pushing their covid vax efficacy online without mentioning side effects. They did the same in the US. Will the
@US_FDA hold them accountable like a UK court just did?

@Liz_churchill10

They always tell you in advance what they’re going to do. “REVEALED: U.S. is collaborating with Chinese Scientists to make Bird Flu Strains more infectious and deadly as part of $11M project…”

@robbystarbuck

Can anyone explain to me why a request for voter registration is the first thing you hear when you call TNCare (Tennessee’s healthcare program)? I tried it myself and this is real. "Non-citizens" call this line for "care"… Anyone have an explanation? (video)

@realLizUSA

In December 2020 an “irate” Bill Barr called investigators looking into Jesse Morgan’s claim of hundreds of thousands of completed mail-in ballots hauled across state lines to “STAND DOWN”. “‘I told you you need to stand down on this.’ “[He was] agitated, to say the least.” (video)

@amuse

OIL: Get ready for higher gas prices. The Akal Bravo maritime oil platform in Mexico is on fire - about 11 million barrels of oil are about to go off line. (video)

@iamlisalogan

They’re changing the language again DEI rebranded to “BRIDGE”.

@ShadowofEzra

𝗧𝘄𝗼 𝗪𝗮𝗿𝗻𝗶𝗻𝗴𝘀 𝗼𝗳 𝗔𝘁𝘁𝗮𝗰𝗸𝘀 𝗚𝗶𝘃𝗲𝗻 𝗕𝘆 𝗧𝗵𝗲 𝗗𝗲𝗲𝗽 𝗦𝘁𝗮𝘁𝗲 𝗙𝗜𝗥𝗦𝗧 𝗪𝗔𝗥𝗡𝗜𝗡𝗚: The FBI and Homeland Security are becoming increasingly concerned about potential violence targeting mass gatherings ahead of the eclipse, particularly due to threats from ISIS and "lone wolves" within the U.S. 𝗦𝗘𝗖𝗢𝗡𝗗 𝗪𝗔𝗥𝗡𝗜𝗡𝗚: U.S. intelligence indicates that Iran is planning a significant retaliatory attack following Monday's lethal airstrike by Israel on the Iranian consulate in Damascus, Syria. Two different scenarios have been given. They've already blamed ISIS and Iran in advance. Just remember, if an attack is successful, who benefits? (video)

OpenVAERS:

VAERS US COVID Vaccine Adverse Event Reports. 1,007,636 Reports(+4,460 from prior report) Through February 23th, 2024.

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

Asian indices are -.5% to +.5% on average.
Asia Ex-Japan Investment Grade CDS Index 104.75 +.5 basis point.
China Sovereign CDS 73.5 +.5 basis point.
China Iron Ore Spot 101.3 USD/Metric Tonne +3.0%.
Bloomberg Emerging Markets Currency Index 39.8 -.03%
Bloomberg Global Risk-On/Risk Off Index 68.8 +1.2%.
Volatility Index(VIX) futures 16.3 -1.2%.
Euro Stoxx 50 futures +.2%.
S&P 500 futures +.09%.
NASDAQ 100 futures +.16%.

Morning Preview Links

BOTTOM LINE: Asian indices are mostly higher, boosted by industrial and technology shares in the region. I expect US stocks to open modestly higher and to weaken into the afternoon, finishing modestly lower. The Portfolio is 50% net long heading into the week.

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Sunday, April 07, 2024

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