Monday, January 19, 2026

Tuesday Watch

Around X:

  • @Business   
  • @Zerohedge
  • @CNBC
  • @GenFlynn
  • @TheSCIF
  • @DerrickEvans4WV
  • @laralogan
  • @EndWokeness
  • @lsferguson Report: 
  • Republican Senate Majority Leader John Thune tried to talk President Trump out of endorsing against Bill Cassidy to no avail Cassidy voted to impeach Trump and has been very critical of RFK Jr Thune was in Baton Rouge campaigning for Cassidy last week. Thune is actively slow walking and obstructing President Trump.
  • @data_republican
  • @GuntherEagleman
  • @ElonMusk
  • If we've learned anything over the last few years, it's that securing our elections is crucial. I’m leading the SAVE Act with my good friend, @BasedMikeLee, to make sure only U.S. citizens get to vote in our elections. This is common sense. -@SenRickScott. America will die without secure elections.
  • Wait, 56 people died under ICE during the Obama admin?? Was I living under a rock? Cause I don't recall any riots over that back then... Great points. (video)
  • @KatKanada_TM
  • @amuse
  • @JimFergusonUK
  • @FFT1776
  • @thomasbsauer
  • @EricLDaugh
  • @BennyJohnson
  • @mitchellvii
  • @Tablesalt13
  • @dom_lucre
  • @SteveAustinWI
  • @SidneyPowell1
Night Trading
  • Asian indices are -.75% to -.25% on average.
  • Asia Ex-Japan Investment Grade CDS Index 66.25 +1.5 basis points.
  • China Sovereign CDS 43.5 +2.5 basis points.
  • China Iron Ore Spot 103.75 USD/Metric Tonne -.9%.
  • Gold 4,672.6 USD/t oz. +1.7% 
  • Swiss Franc/Offshore Chinese Renminbi Cross 8.73 +.03%. 
  • Bloomberg Emerging Markets Currency Index 36.09 -.02%.
  • Bloomberg Global Risk-On/Risk Off Index 101.1 +.5%.
  • US 10-Year Yield 4.25% +3.0 basis points. 
  • Japan 30-Year Yield 3.70% +9.0 basis points. 
  • Volatility Index(VIX) futures 18.2 +4.3%. 
  • Euro Stoxx 50 futures -.12%.
  • S&P 500 futures -.95%.
  • NASDAQ 100 futures -1.1%.

BOTTOM LINE: Asian indices are mostly lower, weighed down by financial and industrial shares in the region. I expect US stocks to open modestly lower and to maintain losses into the afternoon. The Portfolio is 50% net long heading into the week.

Saturday, January 17, 2026

Today's Headlines

Around X:

  • @Business 
  • @Zerohedge 
  • @BarronsOnline
  • Had bullish commentary on (INVH) and (CACI).
  • @IGSquawk 
  • @CNBC  
  • @TheSCIF
  • @RenzTom
  • @elonmusk 
  • @DiscloseTV
  • @WallStreetApes
  • @C_3C_3
  • Why do we need the SAVE ACT passed? Republican leaning states: 90% counted in 12 to 24 hours. Fully certified in 7 to 10 days. Democrat leaning states: 90% counted in 3 to 7 days. Fully certified in 20 to 30 days. The fraud is staggering.
  • Again… Just so we’re clear: Illegals are voting. Illegals are stealing billions. Illegals are receiving benefits. Illegals are committing crimes. Illegals are influencing House Seat counts. Illegals are changing Electoral College numbers. Claiming they're not is a lie. Facts. 
  • @amuse
  • @liz_churchill10
  • @mattvanswol
  • @HustleBitch_
  • @EricLDaugh
  • JUST IN: JD Vance EVISCERATES Indiana RINO Senate President Rod Bray for refusing to redistrict Indiana for the 2026 midterms, betraying MAGA. VIRGINIA is moving to add +4 blue seats...and Indiana? +0 red seats. Zero. Despite being deeper red than Virginia is blue. VANCE: "Now the votes of Indiana Republicans will matter far less than the votes of Virginia Democrats. We told you it would happen, and you did nothing." "I'd like to thank Bray for not even trying to fight back against this extraordinary Democrat abuse of power." So a deep red state can't even add 2 Republicans in Congress. PATHETIC. This betrayal will not be forgotten.
  • @ScottPresler
  • @MattWallace888
  • @KatKanada_TM
  • @DowdEdward
  • @BasedSamParker
  • MICROPHONE UPDATE: Charlie was wearing a Rode Wireless PRO, which comes standard with a lapel magnet, 2 storage cases + computer dock, 32-bit sound, and internal device recording & storage. The moment that mic was removed from its case, it was recording. The mic could only be turned off remotely—neither Charlie nor the security team could have turned it off. All audio was captured & recorded on the mic itself. The 32-bit sound captures quiet whispers, loud shouts & everything in between. Mikey McCoy filmed a close-up video of Charlie getting mic'd up. Mikey, where's that video? (video)
  • @iAnonPatriot
  • @thevivafrei
  • Listen to this very carefully. “I’m going to use fancy words”. Also known as verbal diarrhea. “like-minded countries”. You hear that, folks? Canada and China are now “like-minded” countries. Payment regulations? What you should understand from this 160 seconds of rubbish: Canada is now New China. This attempt to walk back the “New World order” comment is going to age as well as Justin Trudeau’s “admiration for the basic dictatorship of China”. (video)
  • @RepJohnrose
  • @AmericaPapaBear
  • @unusual_whales
  • @KevinMoncla
  • @EleanorTerrett
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