Sunday, July 21, 2024

Monday Watch

Around X:

  • @elonmusk
  • @LauraLoomer
  • @PhilHollowayEsq
  • @GenFlynn
  • @MdBreathe
  • @HarrisonHSmith
  • So let me see if I have this Crowdstrike story straight…. When Hillary Clinton was Sec. of State, she was illegally funneling sophisticated weapons through Libya to terrorists in the MidEast in an effort to take out Assad in Syria for Israel. When the weapons transfer went sideways and the US Ambassador was killed in Benghazi, it was discovered she was using an illegal private server for secret communications. She destroyed the server, but not before its contents were leaked by Wikileaks, including communications about bizarre occult rituals and inexplicable code words involving children and pizza...
  • @JamesMelville
  • @ChuckCallesto
  • @Ultrafrog17
  • @dom_lucre
  • @kylenabecker
  • @MarioNawful
  • @LaraLogan
  • @WallStreetSilv
  • @stillgray
  • @WallStreetApes
  • Keep Hammering These Facts Until The Whole Country Gets It. “If there was ever any doubt in your mind whether the assassination attempt against Trump was planned or not, whether your government knew about it. 2 things: Number 1, the largest bets ever made against the stock were made against Truth Social the day before. Number 2, when's the last time you've seen CNN go live and show you a Trump rally? It's been about 5 years. Okay, They wanted to get it on video and they wanted to rub it in your face. Well, they missed.” (video)
  • @KobeissiLetter
  • @amuse
OpenVAERS: 
SKirsch.com:
Night Trading
  • Asian indices are  to +% on average.
  • Asia Ex-Japan Investment Grade CDS Index 97.5 +.75 basis point.
  • China Sovereign CDS 66.25 +.75 basis point.
  • China Iron Ore Spot 103.6 USD/Metric Tonne -.93%.
  • Bloomberg Emerging Markets Currency Index 39.07 -.01%.
  • Bloomberg Global Risk-On/Risk Off Index 56.3 +2.3%.
  • Volatility Index(VIX) futures 15.9 -.42%. 
  • Euro Stoxx 50 futures +.35%.
  • S&P 500 futures +.17%.
  • NASDAQ 100 futures +.30%.

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

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