Sunday, June 29, 2025

Monday Watch

Around X:

  • @Business 
  • @Zerohedge  
  • @WSJ
  • @GatewayPundit
  • @FoxNews  
  • @MarioNawful
  • WORLD’S FIRST BRAIN IMPLANT THROUGH BLOOD VESSELS LETS PARALYZED MAN MOVE AGAIN. Chinese scientists have pulled off a world-first human trial using a brain-computer interface slipped into blood vessels instead of slicing open the skull. Led by Nankai University, doctors slid a stent loaded with micro-electrodes through a vein in a stroke patient’s neck, connecting it wirelessly under the skin to capture brain signals and trigger muscle movement. The 67-year-old patient, paralyzed on one side, can now voluntarily grasp objects and handle daily tasks, with zero major side effects reported.
  • NEW “MAGIC” DEVICE COULD CRUSH STROKES… LITERALLY. Imagine a teensy tornado weaponized inside your arteries, pulverizing deadly brain clots into dust. That’s the mind-blowing premise behind Stanford’s milli-spinner - a whirling micro-gadget so effective, researchers have actually called it “magic.”
  • CYBERSTORM HITS GULF & IRAN AS “ISRAELI” INDIAN SOFTWARE EXPOSED. A digital disaster is unfolding as Iran claims that software built by Indian programmers - long trusted to run everything from airports to civil registries - is secretly stuffed with Israeli backdoors, funneling real-time data on millions straight into Tel Aviv’s lap. 
  • @C_3C_3
  • @WallStreetApes
  • @elonmusk
  • @GeneralFlynn
  • @amuse 
  • @acemaxx  
OpenVAERS: 
SKirsch.com:
Night Trading
  • Asian indices are unch. to +1.0% on average.
  • Asia Ex-Japan Investment Grade CDS Index 74.5 -.25 basis point.
  • China Sovereign CDS 50.5 -.25 basis point.
  • China Iron Ore Spot 94.4 USD/Metric Tonne -.21%.
  • Polymarket: US-EU Trade Agreement by July 9th 54.0% -5.0 percentage point
  • Polymarket:  Reconciliation Bill Passed by July 4th 75.0% -2.0 percentage points
  • Polymarket: Another US military action against Iran before 2026 27.0% -10.0 percentage points 
  • Polymarket: Will Iran Close the Straight of Hormuz in 2025? 17.0% -1.0 percentage point
  • Swiss Franc/Offshore Chinese Renminbi Cross 8.97 -.13% 
  • Bloomberg Emerging Markets Currency Index 37.06 +.03%.
  • Bloomberg Global Risk-On/Risk Off Index 74.9 +.2%.
  • US 10-Year Yield 4.28% +1.0 basis point.
  • Volatility Index(VIX) futures 18.8 -.54%. 
  • Euro Stoxx 50 futures +.32%.
  • S&P 500 futures +.38%.
  • NASDAQ 100 futures +.49%.

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

Saturday, June 28, 2025

Today's Headlines

Around X:

  • @Business
  • @Zerohedge 
  • @MarioNawful
  • @BarronsOnline
  • Had bullish commentary on (KMI), (ZG), (RKT) and (FWONA).
  • @IGSquawk 
  • Polymarket
  • Another US military action against Iran before 2026? 29% Chance.
  • Will Iran close the Strait of Hormuz in 2025? 17% Chance.
  • US-EU Trade Agreement by July 9. 52% Chance.
  • Reconciliation bill passed by July 4th. 43% Chance.
  • @WSJ
  • @CNBC
  • @LauraLoomer
  • @FBIDirectorKash
  • @FoxNews 
  • @GatewayPundit 
  • @MarketWatch
  • @WallStreetApes
  • @ElectionWizard
  • @TonySeruga
  • @MikeBenzCyber
  • @nicksortor
  • @iAnonPatriot
OpenVAERS: 
SKirsch.com:

Friday, June 27, 2025

Evening Headlines

Around X:

  • @Business
  • @Zerohedge 
  • @MarioNawful
  • PFIZERGATE: VON DER LEYEN FACES NO-CONFIDENCE VOTE OVER SECRET TEXTS. The EU’s top boss is under fire - not for policy, but for ghosting democracy. Ursula von der Leyen faces a no-confidence vote after a court ruled she illegally hid private vaccine deal texts with Pfizer’s CEO. Right-wing MEPs sparked it, but the outrage is bipartisan: centrists and greens now accuse her of sidelining parliament, gutting green laws, and quietly racking up EU debt for military spending. She’ll likely survive, but the knives are out. And this isn’t just political theater. It’s institutional rot with a corporate aftertaste.
  • @rawsalerts
  • @LauraLoomer
  • SCOOP: The new house @KamalaHarris has just purchased in Brentwood, CA across from OJ Simpson’s old house is worth over $30 million. It’s on a double lot and it has a canyon view and a massive gate and wall (how ironic for the Border Czar LOL). Is she trying to keep the illegals out? Or the nanny? Where did she get $30 million??? Isn’t her campaign over $20 million in debt? Wow!
  • @EYakoby
  • @bennyjohnson
  • @EndWokeness
  • @WarClandestine
  • @NicHulscher
  • @EricLDaugh
  • @HustleBitch_