Sunday, August 02, 2026

Monday Watch

Around X:

  • @Business   
  • @Zerohedge 
  • @CNBC
  • @MarioNawful
  • To give you an idea how close we are to a global war: - Trump wants Syria to fight Hezbollah in Lebanon. - Reports that Ukraine may help the U.S. blockade Iran. - Talk of Saudi invading Yemen to gain control of Bab-El-Mandeb from the Houthis. - 2 ships in Egypt struck. Iran striking the Gulf pre-emptively. The U.S. preparing for a possible resumption of the war. - China and Russia HEAVILY supporting Iran. - Ukraine war escalating, as Russia warns it may strike NATO. - China and Japan flexing in the South and East China sea.s - North Korea wants to build and deploy nuclear-powered submarines.
  • @pati_marins64
  • @HormuzReport
  • @Overston_News
  • @KobeissiLetter
  • AI-exposed companies are delivering unprecedented earnings. S&P 500 companies are beating earnings estimates by an average of +27% so far in Q2 2026, on track for the strongest quarter in decades. Nasdaq 100 firms are exceeding expectations by more than double that margin, at +55%. The Bloomberg AI Value Chain index is beating expectations by an even larger amount, at +71%. This index includes chipmakers, cloud and data center operators, memory and hardware suppliers, networking equipment makers, and power infrastructure companies supporting AI. The AI boom is backed by extraordinary earnings results. (graph)
  • @LaraLogan
  • @EricLDaugh
  • @GuntherEagleman
  • @spectatorindex
  • Prices, since start of the year. Rice: +45% Cotton: +27% Wheat: +25% Wool: +21% Rubber: +20% Cheese: +16% Tea: +15% Sunflower oil: +15% Palm oil: +15% Lumber: +14% Soybeans: +13%.
  • @5149jamesLi
  • @naomirwolf
  • @Savsays
  • @DanBilzerian
  • @nicksortor
  • BREAKING: Entire NEIGHBORHOODS are engulfed in flames in Spokane, Washington as Gov. Bob Ferguson (D) stands by and watches Over *5,000* homes are about to burn, and not NEARLY enough is being done. STOP COPYING NEWSOM. REQUEST FEDERAL SUPPORT NOW! (video)
  • @AwakenOutlaw
  • @GeneralMCNews
  • @SpencerPratt
  • Fire is a weapon of mass destruction. We need to treat it like the national security threat it is. In the last admin, "ologists" hijacked billions intended for fire management & laundered it to activist eco-NGOs. 60% of fire units are understaffed *right now*.
  •  @BoLoudon
  • @Megatron_ron
  • @Liz_Churchill10
Night Trading
  • Asian indices are -1.25% to -.25% on average.
  • Asia Ex-Japan Investment Grade CDS Index 69.5 -.75 basis point.
  • China Sovereign CDS 37.75 -.25 basis point.
  • China Iron Ore Spot 94.15 USD/Metric Tonne -1.80%.
  • Crude Oil 80.54/bbl. -4.9%
  • Gold 4,110.10 USD/t oz. +.08% 
  • Swiss Franc/Offshore Chinese Renminbi Cross 8.35 +.17%. 
  • Bloomberg Emerging Markets Currency Index 34.53 -.03%.
  • Bloomberg Global Risk-On/Risk Off Index 126.2 -.2%.
  • US 10-Year Yield 4.70% -4.0 basis points. 
  • Japan 30-Year Yield 3.99% -1.0 basis point. 
  • Volatility Index(VIX) futures 19.1 -.7%. 
  • Euro Stoxx 50 futures +.69%.
  • S&P 500 futures +.47%.
  • NASDAQ 100 futures +.76%.

BOTTOM LINE: Asian indices are mostly lower, weighed down by technology and automaker shares in the region. I expect US stocks to open modestly higher and to maintain gains into the afternoon. The Portfolio is 50% Net Long heading into the week.

Saturday, August 01, 2026

Today's Headlines

Around X:

  • @Zerohedge 
  • @BarronsOnline
  • Had bullish commentary on (RDDT).
  • @IGSquawk 
  • @RealWayneRoot 
  • @ShadowofEzra  
  • @MarioNawfal
  • Bill Gates got Top Secret nuclear clearance while Fauci played personal editor. Sen. Rand Paul just dropped the documents and they are disgusting. Gates seemed to held a Q clearance from 2014 to 2021 full access to restricted nuclear data the entire time the country was locked down and lectured by the same circle. Fauci and his people were not just working with him. They were editing his manuscripts, destroying copies “in confidence,” and treating the Gates Foundation like an extension of the agency. NIH brass were privately scrambling to map how deep the foundation’s money went inside their own programs. DARPA brought them in for closed door biodefense briefings. This was not oversight. We're talking about a private channel running between the richest man in the room and the officials who controlled the public health response. They had the clearances, the access, and the protection. The rest of the country got the mandates, the shifting stories, and the consequences. The records are public now. This guys is even more despicable as the days go by. (pic)
  • Humanoid robots are now cleaning San Francisco homes for $30 an hour. A local company is sending bipedal machines into houses to vacuum, wipe surfaces, pick up clutter, and take out the trash. Same price range as a human cleaner, just with more joints and less small talk. It’s still early, invite-only, and partly remote-controlled. But the future where a robot shows up at your door with a mop just got a lot less theoretical. (video)
  • Spanish intel agencies reportedly warned the government of the Moroccan invasion of Ceuta well in advance, including rehearsals that were taking place before the event. They also told them about a large number of coaches that had arrived in the Moroccan town of Castillejos, the closest to the Ceuta border, where thousands of people had gathered. The government chose to ignore the warnings, and the rest is history. It was clearly a coordinated event. That raises the question: who paid for the buses, who organized it, and why? (video)  
  • @MJTruthUltra
  • @EricLDaugh
  • @Worldsource24
  • @MarybowdenMD
  • @RandPaul
  • @nogps1
  • @TomiLahren
  • @ElectionWizard
  • @BGatesIsaPsycho
  • @ScottPresler
  • @MattWalshBlog
  • @EmeraldRobinson
  • @HormuzReport
  • @EndTribalism
  • Joe Rogan just WENT OFF on CNN and the mainstream media for ignoring the Fauci hearing and claiming Americans do not care. “If you don’t think that’s news, you’re out of your mind.” “You shouldn’t be calling yourself the news.” “You’re just a propaganda arm for whatever pharmaceutical company is paying for your advertisements.” “This is a big issue for most Americans who went through that.” “People who lost their jobs.” “People who had to take a vaccine in order to go to work and got sick from it.” “People couldn't fly, they couldn't travel, they were vilified.” “They were called plague rats because they were questioning these things.” “You’re not supposed to be the arbiters of what we can and can’t concentrate on.” “That’s ridiculous.” (video)
  • RFK Jr. just revealed how they gained access to Fauci’s diary. Fauci kept years of entries on his government computer and emailed the entire thing to himself so he could use it to write a book. “He was keeping a diary for the book that he intended to write about his life.” “At the end of his term, just before he was leaving, he emailed the entire diary to himself.” “Years and years of keeping this daily journal, he emailed it to himself so that he could write his book.” “That’s how we found it, through those emails.” “This is a government computer, a government laptop, on government time.” (video
  • @Barchart
  • @ValerieAnne1970
  • @ArtifexMemor
  • @chadAbrazo
  • @andweknow
  • 200 MEMBERS OF CONGRESS TOOK IVERMECTIN FOR COVID — THEN THEY HID IT FROM YOU. Before the vaccines, ivermectin was a common off-label treatment for COVID. Joe Rogan was shouting it. 200 members of Congress quietly got treated with it. Then it was demonized. Why? Because it’s a cheap generic — about 30 cents a dose. The patent ran out. Anyone can make it. Big Pharma couldn’t profit from it the way they did from the shots. They pushed the jabs. They buried the cheap medicine that was already working. Follow the money. Always. (video)
  • @DrSimoneGold
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