Monday Watch

Around X:

• @Business 

• The UK will give police new powers to place limits on repeated protests and is considering legislation to ban them outright, after weeks of demonstrations led to hundreds of arrests and strained resources.
• As Trump pursues a trade pact with the US’s biggest economic and strategic rival, advocates of a tougher China policy fear they’re being sidelined inside the administration as the tech industry’s influence grows. 
• Nvidia’s major server production partner Hon Hai reported 11% growth in quarterly sales on Sunday, signaling healthy demand for AI infrastructure.
• If Beijing stops stockpiling and the crude oversupply deepens as consumption falls, there will be a bloodbath in oil markets, writes @davidfickling.
• Bond investors have ridden a profitable playbook this year to score big wins on Federal Reserve interest-rate cuts and tumbling short-term US yields.
• Here's what you need to know to start your day.  

• @Zerohedge 

• Yen plunges 1.2% to 149.50. Much more to come.
• Three-Dimensional Geopolitical Chess. 
• Stephen Miller: DC officials were covering up crime stats and even classifying m*rders as accidents. How many other Democrat-led cities have falsified crime data to this gross extent? 
• "We're At A Tipping Point" - Trucking Industry Facing "Horrible" Rates, Tariffs, Werner CEO Says. 
• Nearly One-Third Of EV Charging Attempts Fail, Report Finds. 
• Cartels Dox, Set $10K Bounties To Kill US Immigration Officials: DHS. 
• Goldman On NatGas: "From US Congestion Concerns To Tight 2026".
• Is Nuclear The Key To Powering The Data Center Boom.
• *TRUMP ON SHUTDOWN: 'WE'RE READY TO GO BACK'. *TRUMP BLAMES DEMOCRATS FOR GOVERNMENT SHUTDOWN.
• Watch: Scott Jennings Unloads On Leftists Calling Antifa Attacks "Protests".
• If this were a Republican whose text messages were leaked showing he fantasized about k*lling his political opponents, every single Republican appearing on every propaganda press Sunday Show would be confronted with it and asked to go on record with a condemnation. Instead: Crickets...  
• Dating App Fatigue Emerges.
• Can Private Investment Unlock A New Nuclear Energy Era.
• "Bitcoin Is The Pressure Valve": Goldman Says Helicopter Money Is Back And Flowing Straight Into Assets.
• Was Scandinavia's Russian Drone Scare A False Flag To Crack Down On Russia's Shadow Fleet?    
• "Czech Trump" Andrej Babis Wins Election, Returns As Prime Minister In Latest European Populist Revolt.
• "The bottom line is that the US economy remains remarkably resilient, and it is becoming increasingly difficult to argue that we are still waiting for the delayed negative effects of what happened six months ago on Liberation Day in April." - Apollo's Torsten Slok. 

• @CNBC

• Global week ahead: Bull markets, bubbles and 'Swiftonomics'.
• This drone stock is a buy and has major upside potential, Needham says.
• Nuclear in my backyard? More of America, and the market, seems OK with it
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• Oil Prices Set To Jump After OPEC+ Raises Output By Far Less Than Expected.
• Stock futures are little changed after a record-setting week as government shutdown continues: Live updates.
• Asia-Pacific stocks set to rise; Japan in focus after ruling party picks pro-stimulus Sanae Takaichi.

• @WSJ.com

• Exclusive: U.S. sanctions make it nearly impossible to pay Iran for its oil. China has figured out how to do it anyway, in an arrangement that has largely been secret.
• OpenAI Chief Executive Sam Altman has embarked on a globe-spanning fundraising and supply-chain campaign, seeking financing and manufacturing partners that can help meet the startup’s insatiable demand for computing capacity.
• Saudi Arabia has opened the oil spigots. Among the biggest beneficiaries: President Trump. 
• Governments and experts are worried that a superintelligent AI could destroy humanity. For some in Silicon Valley, that wouldn’t be a bad thing, writes David A. Price. 

• @FoxNews  

• TAKING THE HELM: President Trump and the first lady arrive in Virginia to join thousands of US service members in celebrating the Navy's 250th birthday. (video)
• "His city is a war zone." Secretary Noem slams Chicago Mayor Brandon Johnson after he called the Trump administration "delusional" when asked about violence at ICE protests. (video) 

• @LauraLoomer.

• “Combating taxpayer-funded animal testing is an issue that can completely shatter the Democrats’ stronghold on the issue of animal welfare & animal rights,” Loomer said. Good read in ⁦@politico⁩ today about ⁦@WhiteCoatWaste⁩’s important work.

• @WallStreetMav

• The only federal court in the country required by the Constitution is the Supreme Court. Every other federal court is created by and accountable to Congress. Why isn’t the Republican House majority impeaching every single one of these rogue, Democrat federal judges?

• @ClaytonMorris

• Wow Trump is now posting and showing the massive protests against Netanyahu in Tel Aviv. They are demanding peace now. (pic)

• @GenFlynn

• THIS IS A VERY BIG DEAL!!! Federal agents have uncovered multiple sites and hardware linked to a China-backed network capable of crippling cell towers, disrupting communications, and blocking 911 calls across New York City (and many other cities). Evidence indicates this system was constructed and coordinated by actors tied to the CCP.

• @TheIntelSCIF

• It seems that everyone has come to the SAME conclusion that Charlie Kirk was NOT shot with a .30-06. Where do we go from here? - 99.9% NOT a front shot from a .30-06. This is why it is hard to progress into what actually happened and where the shooter actually was or with what weapon or projectile. - The biggest tell is NO EXIT WOUND and the minimal damage that was seen. The ballistics also do not make sense at all.

• @LizaRosen0000

• Fearless journalist Lara Logan: The media covers for Islam’s image while ignoring the genocide of Christians in Nigeria. Muslims kidnap Christian women & children, burn them alive — and the press looks away. Please keep them in your prayers! (video)

• @EricLDaugh

• BREAKING: Democrats are privately sounding the alarms that Trump-endorsed Jack Ciattarelli is surging in the New Jersey 2025 governor's race. Internal polling has the race a tossup, within 3 points... Democrats inside fear that Mikie Sherrill is losing ground and may face an UPSET by Ciattarelli. "Sherrill has spent a fortune on polling and has no message beyond she flies helicopters and Ciattarelli loves Trump," one strategist said, per Axios.
• BREAKING: JD Vance DEMANDS that Virginia 2025 Attorney General Democrat nominee Jay Jones DROP OUT of the race after he fantasized about shooting GOP House Speaker Todd Gilbert and his family. "The Democrat candidate for AG in Virginia has been fantasizing about murdering his political opponents in private messages. I'm sure the people hyperventilating about sombrero memes will join me in calling for this very deranged person to drop out of the race." Jones said he would "piss on the graves" of Republicans, and hoped for the death of their children. DROP OUT. (pic)

• @newstart_2024

• The Globalist Blueprint: Digital Enslavement Disguised as "Inclusion". At Davos, Queen Máxima of the Netherlands let the mask slip. She proudly detailed how the WEF and its "partners" weaponized "financial inclusion" to push biometric Digital IDs onto developing nations. Her "benefits" are a Trojan Horse: - "School enrollment" = No ID, no school. - "Health records" = No ID, no healthcare. - "Government subsidies" = No ID, no food. This isn't empowerment. It's the erection of a global, digital caste system. A permission-based society where your very existence requires validation from the state. Convenience today, total control tomorrow. (video)
• The global pivot to Digital ID is not an isolated upgrade. It is the foundational control grid for the entire new digital financial system, explicitly designed to be inseparable from CBDCs. As journalist Whitney Webb outlines, the plan is to tether your existence to a state-managed digital profile using your most intimate data: your face, your fingerprints, your iris. This biometric bridge links your physical identity to a digital wallet, creating a unified system of identification and control. (video)
• Vietnam's great digital purge is a stark warning to the world. The mandatory digital ID system, sold under the banner of "Agenda 2045" for efficiency and security, has just erased a staggering 86 million bank accounts. This isn't a technical glitch; it's a feature. One moment you're sipping coffee in Saigon, the next, your financial life has vanished into a digital black hole—no warning, no recourse. This is the World Economic Forum's "Great Reset" playbook in action, a brutal demonstration of control disguised as progress. (video) 

• @JasonBassler1

• 17 countries have rolled out or passed digital ID laws in the last 3 months: -EU. -UK. -Laos. -China. -Taiwan. -Mexico. -Zambia. -Canada. -Ethiopia. -Thailand. -Vietnam. -Australia. -Costa Rica. -Switzerland. -Papua New Guinea. Totally just a coincidence, I'm sure.

• @ShadowofEzra

• Bill Gates says his main focus moving forward will be Africa, where he plans to vaccinate children, fight malnutrition, and expand foreign aid. He says the next 10 to 20 years are very exciting for the continent, calling its youth Africa’s greatest strength. According to Gates, Africa is the world’s youngest continent and the only one still experiencing significant population growth. (video)

• @winwithwinsome

• NEW AD: Jay Jones dreamed of murdering two young kids and their dad over politics—and Abigail Spanberger wants him to be attorney general. (video)

• @Projectconstitu

• BREAKING: 3 NEW VIDEOS BLOW HOLES IN THE OFFICIAL TYLER ROBINSON / CHARLIE KIRK STORY. We’ve just received THREE never-before-seen CCTV videos showing Tyler Robinson in a parking lot near UVU just 20 minutes after the shooting that killed Charlie Kirk. (video)

• @EYakoby

• BREAKING: Hamas tells Al Arabiya that they have agreed to hand over all weapons, relinquish power, and release the hostages.

• @ElectionWiz

• Wow! Chicago Police were ORDERED to stand down while federal law enforcement officers were under attack! (video)

• @MattWallace888

• BREAKING: A source in the administration is telling me that Trump has “gone nuclear” on Benjamin Netanyahu and is no longer his friend. This comes after Netanyahu disregarded Trump’s peace deal only hours after it was announced. President Trump is also now posting about the massive protest happening in Israel right now against their government.

• @truckdriverpleb

• Japan's new female Prime Minister is a hardcore nationalist. Her plan is to put a stop to immigration and deport all illegals in her country. Congrats to the people of Japan. Your culture is beautiful and deserves to be saved. (video)

• @JasonBassler1

• Big Brother just got an upgrade. Starting December, Amazon’s Ring cameras will scan and recognize faces. Don’t want to be in their database? Too bad — walk past a Ring and your face can be stored, tagged, & analyzed without consent. One step closer to total surveillance.

• @StockSavvyShay

• $GOOGL GEMINI’S MARKET SHARE HAS DOUBLED IN THE PAST YEAR. Gemini’s jump to 13.7% vs 6.5% a year ago shows Google’s distribution moat finally turning into GenAI adoption at scale. Billions of default users in Search, Android & Workspace are being routed straight into Gemini. OpenAI has to win every user, Google already owns the traffic & is just redirecting it. That’s the moat & this is the first time we’ve seen that leverage show up in market share data. (graph)

• @KAGdrogo

• Netanyahu DELETING his post agreeing to Trump’s peace deal really says it all. (pic)

• @ChildrensHD

• Dr. Aseem Malhotra just shared Covid stats so alarming they could make even the staunchest vaccine defender think twice. “The Pfizer mRNA vaccine was two to four times more likely to cause serious harm than it was to prevent hospitalization from Covid.” “The rate of serious harm (from the vaccine) was about 1 in 800 within two months.” “In the UK in 2024, you had to vaccinate 7,000 people over age 90 to prevent one severe hospitalization — while the harm rate (from the vaccine) was at least 1 in 800.” “That protection of one in 7,000 only lasts about six months.” “Steven Hatfill, a chief medical officer at HHS, said their analysis of hundreds of studies showed the mRNA vaccine is harmful — it was a no-brainer to stop using this technology.” “He also warned the vaccine may be interfering with tumor suppressor genes, raising concern it could be linked to cancer.” “Now, we don't know if it's completely causal, but there is certainly a concern that this may be causing cancer.” (video)

• @peterjhasson

• I still can’t get over that the Democratic nominee for attorney general of my state was wishing death on CHILDREN — and his fellow Democrats haven’t called on him to drop out yet. (pic)
  

• @TonySeruga

• Abigail Spanberger – Nothing To See Here. —Sam Faddis is a former CIA operations officer. Abigail Spanberger is a former CIA case officer who is running for Governor of Virginia. She loves to make references to her time at CIA and give the impression that she was a “high speed-low drag” operator on the cutting edge of counterterrorism operations and national security.

• @StephenM

• This is how dangerously radicalized the Democrat Party has become. This is who they are installing as the judges, prosecutors and attorneys general who sit in judgment over you. They will not hesitate to hurt you while freeing the most violent monsters.

• @tslaming

• Nvidia's CEO Jensen Huang commented on $TSLA's Optimus: "I think the Optimus opportunity is just right around the corner. And this is the first robot that really has a chance to achieve the high volume and technology scale necessary to advance technology. And so I think this is likely to be the next multi-trillion dollar industry."

• @JimFergusonUK

• COVID was the test—Digital ID is the upgrade. They used COVID to condition compliance: fear, emergency powers, lockdowns, and vaccine passports that decided where you could go and what you could do. Now comes the next brick in the wall: Digital ID—sold as “convenience,” pitched as the fix for migration, voter fraud, and cybercrime. Same playbook, new label. As Whitney Webb warns, the whole 2030 push hinges on getting you to opt in. Once you do, the rest clicks into place: (video)

• @Libsoftiktok

• Hey @SpanbergerForVA, do you still endorse Jay Jones for AG and do you approve of violent-loving psychos who threaten to kiII their opponents and their children?
• The Democratic Party officially endorses m*rdering Republicans and our children. We knew this already. But now it’s in writing.

• @RealSaavedra

• Bad Bunny: "Learn Spanish" if you want to understand my Super Bowl halftime show. The NFL needs to cancel this crap. (video)

• @Grummz

• Looking back, this is how they took over: - They funded and infiltrated the Judges. - They funded and infiltrated the Schools. - They funded and infiltrated movies, games, books. If you want this to stop, you have to tackle all three and you better do it quick.

• @andrewcuomo

• @ZohranKMamdani owes NY'ers answers. Today's damning @nypost exposé revealed what we all suspected: -The @DemSocialists (DSA) has been dictating Mamdani’s policies for years & is deeply embedded in his campaign -Weekly meetings - Secret marching orders - And they expect him to keep following their will if elected Mayor Here are 10 Questions Zohran Mamdani must answer:

Night Trading

• Asian indices are -.25% to +.5% on average.
• Asia Ex-Japan Investment Grade CDS Index 63.25 -.75 basis point.
• China Sovereign CDS 37.5 -.75 basis point.
• China Iron Ore Spot 103.8 USD/Metric Tonne -.26%.
• Swiss Franc/Offshore Chinese Renminbi Cross 8.97 +.09% 
  
• Bloomberg Emerging Markets Currency Index 36.37 -.04%.
• Bloomberg Global Risk-On/Risk Off Index 85.6 +1.1%.
• US 10-Year Yield 4.14% +2.0 basis points.
  
• Volatility Index(VIX) futures 19.2 -.5%. 
• Euro Stoxx 50 futures +.07%.
• S&P 500 futures +.21%.
• NASDAQ 100 futures +.32%.

Morning Preview Links

BOTTOM LINE: Asian indices are mostly higher, boosted by consumer discretionary and industrial shares in the region. I expect US stocks to open modestly higher and to weaken into the afternoon, finishing mixed. The Portfolio is 75% net long heading into the week.