Sunday, May 26, 2024

Today's Headlines

Bloomberg:

Zero Hedge:
Wall Street Journal:  

CNBC:

MarketWatch.com:

NewsMax:  

Fox News:

TheGatewayPundit.com: 

Epoch Times:

Around X:
  • @BGatesIsaPsycho
  • @wideawake_media
  • Never forget the fraudulent way in which "Covid deaths" were recorded. "Deaths for any reason within 28 days of a positive [fraudulent PCR] test." "Tested positive" within 28 days of being hit by a bus? Covid death. "Tested positive" within 28 days of being shot in the head? Covid death. "Tested positive" within 28 days of committing suicide? Covid death. Can you imagine how high the number would be if the same methodology was used to record vaccine deaths?
  • @JamesMelville
  • @WallStreetApes
  • @WallStreetSilv
  • @newstart_2024
  • @Rasmussen_Poll
OpenVAERS:
SKirsch.com:

Saturday, May 25, 2024

Today's Headlines

Bloomberg:
Zero Hedge:
Wall Street Journal:  
Barron's:
  • Had bullish commentary on (AMD) and (WBD).

CNBC:

MarketWatch.com:

NewsMax:

Fox News:

TheGatewayPundit.com:

Epoch Times:

Around X:
  • @elonmusk
  • @BGatesIsaPsycho
  • @RepublicSentinel
  • @CartlandDavid
  • @BehizyTweets
  • @PeterSweden7
  • @JimFergusonUK
  • @wideawake_media
  • @PierreKory
  • @amuse
  • @amyforsandiego
  • @stillgray
  • @WallStreetApes
  • @WallStreetSilv
  • @MJTruthUltra
  • @newstart_2024
  • @robbystarbuck
  • The Biden Admin’s desperate plot to remove the Guatemalan Attorney General just got more insane. Remember, she’s investigating child trafficking at the US border and how the Biden Admin may be involved. Rep. @WarrenDavidson exposed a tactic the Biden admin is using that involves threats that affect the kids of Guatemalan congressmen. He then directly confronted Secretary of State Tony Blinken about why the Biden Admin’s trying get Guatemala’s AG thrown out of office as she investigates how the Biden Admin may be involved in or funding child trafficking at the border. Here’s the new tactic:
  • @TonyClimate
  • @MarioNawfal
  • THERE ARE "FOREVER CHEMICALS" IN U.S. DRINKING WATER. New data released by the Environmental Protection Agency (EPA) reveals that 89.3 million Americans consume drinking water contaminated with toxic PFAS, commonly known as "forever chemicals." This alarming statistic is based on initial tests covering approximately one-third of the water systems, indicating that the actual scale of contamination could be even more extensive.
  • @JamesMelville
  • @IGSquawk 
OpenVAERS:
SKirsch.com:

Friday, May 24, 2024

Evening Headlines

Bloomberg:
Zero Hedge:
 Wall Street Journal:  

CNBC:

MarketWatch.com:

NewsMax:

Fox News:

TheGatewayPundit.com:

Epoch Times:

Around X:
  • @PeterSweden7
  • @KLVeritas
  • HHS talking to Pfizer and Moderna about mRNA based bird flu vaxx. Have they learned nothing?!!!! “Federal health officials are ramping up efforts to combat what they claim is the growing threat of H5N1 bird flu with plans to produce 4.8 million vaccine doses and increase influenza surveillance nationwide.
  • @wideawake_media
  • @warintel4u
  • @amuse
  • @JamesMelville
  • @Yolo304741
  • @VigilantFox  
  • @LaraLogan
  • @newstart_2024
  • @glennbeck
  • @DrEtiquette
  • @StevePhillipsMD
OpenVAERS:
SKirsch.com:

Stocks Rising into Final Hour on US Economic Data, Lower Long-Term Rates, Earnings Optimism, Tech/Consumer Discretionary Sector Strength

Economic Gauges:
  • S&P 500 Current Quarter EPS Growth Rate YoY(481 of 500 reporting) +7.7% unch.
  • S&P 500 Blended Forward 12 Months Mean EPS Estimate 256.87 +.58:  Growth Rate +12.7% +.3 percentage point, P/E 20.7 -.1
  • S&P 500 Current Year Estimated Profit Margin 12.89% +1.0 basis point
  • NYSE FANG+ Current Quarter EPS Growth Rate YoY(9 of 10 reporting) +52.9% unch.
  • NYSE FANG+ Blended Forward 12 Months Mean EPS Estimate 328.88 +.34: Growth Rate +22.6% +.1 percentage point, P/E 32.1 -.1
  • Bloomberg US Financial Conditions Index 1.06 -4.0 basis points
  • Bloomberg Euro-Zone Financial Conditions Index 1.06 +9.0 basis points
  • US Yield Curve -48.5 basis points (2s/10s) -2.5 basis points
  • US Atlanta Fed 2Q GDPNow Forecast +3.5% -10.0 basis points
  • US Recession Within 6 Months Probability(3M/18M Forward Yld Curve Spread) 46.8% unch.
  • Cleveland Fed Inflation Nowcast Core PCE YoY +2.74% unch.: CPI YoY +3.37% unch.
  • 10-Year TIPS Spread 2.33 +1.0 basis point
  • Highest target rate probability for July 31st FOMC meeting: 88.9%(unch.) chance of 5.25%-5.5%. Highest target rate probability for Sept. 18th meeting: 50.2%(+1.8 percentage points) chance of 5.25%-5.5%.
Overseas Futures:
  • Nikkei 225 Futures: Indicating +130 open in Japan 
  • China A50 Futures: Indicating +5 open in China
  • DAX Futures: Indicating +62 open in Germany
Portfolio:
  • Higher:  On gains in my financial/consumer discretionary/industrial/tech sector longs
  • Disclosed Trades: Covered some of my (IWM)/(QQQ) hedges
  • Market Exposure: Moved to 100% Net Long

Bear Radar

Style Underperformer:

  • Small-Cap Value +.6%
Sector Underperformers:
  • 1) Electric Vehicles -.9% 2) Healthcare Providers -.5% 3) Computer Services -.2%
Stocks Falling on Unusual Volume: 
  • IMCR, BNTX, RYAAY, NTES, TITN, CLBT, EXAS, INTU and WDAY
Stocks With Unusual Put Option Activity:
  • 1) WDAY 2) KEY 3) LUMN 4) INTU 5) CVE
Stocks With Most Negative News Mentions:
  • 1) INTU 2) AKRO 3) VSTM 4) SMMT 5) DRCT
Sector ETFs With Most Negative Money Flow:
  • 1) XLF 2) XOP 3) ARKK 4) XLI 5) XBI

Bull Radar

Style Outperformer:

  • Small-Cap Growth +1.2%
Sector Outperformers:
  • 1) Alt Energy +3.6% 2) Computer Hardware +2.1% 3) I-Banks +1.8%
Stocks Rising on Unusual Volume:
  • MRUS, IMTX, DECK, MGNI, RUN, VSAT, FLNC, FSLR, NXT, GH, STEP, ROST, ZIM, ARRY, BURL, MORF, CLCO, CAVA, LSPD, PUBM, HOOD, ENPH, ASPN, BJ, VRT, DELL, CROX, LEGN, GIL, CWK, TGI, CRTO, NTGR, QCOM, ELF, SVV, BV, SBLK, BAH, GGAL, GSL, IP and FMS
Stocks With Unusual Call Option Activity:
  • 1) WDAY 2) ROST 3) INTU 4) BURL 5) EBAY
Stocks With Most Positive News Mentions:
  • 1) MRUS 2) DECK 3) AKAN 4) GH 5) WOOF
Sector ETFs With Most Positive Money Flow:
  • 1) SMH 2) XLV 3) XLK 4) URA 5) XME
Charts: