Thursday, January 16, 2025

Friday Watch

Around X:

  • @elonmusk
  • @Charliekirk11
  • @listen_2team
  • @WallStreetMav
  • @bennyjohnson
  • @WallStreetApes
  • @EricLDaugh
  • @shellenberger
  • @amuse 
  • @greg_price11
  • @DC_Draino
  • @OcrazioCornPop
  • BREAKING: LA "Fire Bosses" opted not to deploy 1,000 available firefighters and more than 40 water-carrying engines until after the Palisades wildfire was burning out of control — even as extreme warnings were coming in about life-threatening winds - REPORT. HOW IS THIS POSSIBLE?
  • @MJTruthUltra
  • Today, we got rid of Food Dye Red 3… we have plenty more cancerous poisons in our food to go — Let’s take a look at Yellow #5. • Yellow Dye called Tartrazine (Yellow Dye #5) —— this dye is made from the sludge left over when you turn coal into coke • Tartrazine (Yellow #5) was used to pave roads… but then one day a British chemist figured out how to make fabric dye, and that escalated to using it in our food • Tartrazine (Yellow #5) causes.. (list)
  • California — "PG&E Knows 'smart meters' Catch Fire and they’re Covering it Up”. Pat Wrigley, a former meter reader was fired for his Whistleblower testimony… MY THOUGHTS: (video)
  • @RepMTG
  • @jackunheard
  • @ShadowofEzra
  • @VigilantFox
Night Trading 
  • Asian equity indices are -.25% to +.5% on average.
  • Asia Ex-Japan Investment Grade CDS Index 78.75 +1.5 basis points.
  • China Sovereign CDS 57.75 +3.0 basis points.
  • China Iron Ore Spot 102.7 USD/Metric Tonne +.02%
  • Bloomberg Emerging Markets Currency Index 36.8 -.07%.
  • Bloomberg Global Risk-On/Risk Off Index 72.4 +.3%.
  • Volatility Index(VIX) futures 17.1 +.1%.
  • Euro Stoxx 50 futures +.06%.
  • S&P 500 futures +.14%.
  • NASDAQ 100 futures +.12%.  
Morning Preview Links

BOTTOM LINE: Asian indices are mostly higher, boosted by commodity 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 100% net long heading into the day.

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