Sunday, May 18, 2025

Monday Watch

Today's Headlines

Bloomberg:    
Zero Hedge: 
Barron's:
  • Had bullish commentary on (ONON) and (NFLX).
NewsMax:  
Fox News:
TheGatewayPundit.com:

The Epoch Times:

Around X:
  • @elonmusk
  • @MarioNawful
  • BRITISH KIDS ARE SWALLOWING MAGNETS FOR FUN?! Yep, tiny metal balls from toys are landing hundreds of kids in hospitals across the UK—and some are barely making it out alive. Doctors are yanking magnets out of toddlers’ intestines after emergency surgeries that sound more like horror movies than playtime cleanups. One girl swallowed fourteen. Another kid ate fifty-four just to see if he’d become a human fridge. Spoiler: He didn’t. But his guts nearly exploded. This “magnet trend” is blowing up thanks to viral stunts and dodgy online sellers—and no one’s stopping it. 
  • NVIDIA'S CEO RETURNS TO COMPUTEX WITH AI ARSENAL. Jensen Huang isn’t just unveiling new tech—he’s redefining what the future of AI computing looks like. From robotics to cloud systems, Huang is expected to drop major updates that could reshape how AI is deployed and scaled across industries. Last year, fans called it “Jensanity.” This year, he’s armed with Blackwell Ultra chips, a desktop AI system, and CPUs built to run Windows. 
  • THE WORLD IS RUNNING OUT OF PEOPLE—AND IT'S WORSE THAN YOU THINK. Forget robots taking your job—soon there won’t be enough humans left to do them anyway. Birth rates are crashing in rich countries like the US, Japan, and South Korea. In 40 years, the global population will start shrinking, not growing. (graph)
  • STARMER MAY UNDO BREXIT... TO PLEASE BRUSSELS. Imagine breaking up with someone, then begging to follow their house rules just to hang out again. That’s basically what the UK might do with the EU. PM Keir Starmer’s about to sign a deal where Britain follows EU laws again, obeys their judges, and lets millions of young Europeans live and work here—while still saying he’s tough on immigration. Cool trick.
  • AMERICA’S LAWSUITS COST $529 BILLION—AND GUESS WHO’S PAYING? That’s over $4,200 per household just to keep the tort system running. Yes, you’re basically funding courtroom drama without popcorn. These costs are growing faster than inflation—7.1% a year. If that keeps up, we’ll be flirting with $1 TRILLION by 2030. California, Georgia, and Texas are the worst offenders. West Virginia, somehow, is the legal MVP—cutting costs by 20% with reforms and posting the cheapest bill: $2,100 per household. 
  • The Global AI Government Market Is Surging: The AI in government and public services market was valued around $19.2 billion in 2023 and projected to reach $59.6 billion by 2031. (charts
  • @LauraLoomer
  • @BiancoResearch
  • Why the Moody’s downgrade of the US SHOULD BE a nothingburger —- In August 2011, S&P went first and downgraded the US from AAA to AA+. All hell broke loose. The reason hell broke loose was a lot of derivative contract, loan agreements, investment directives and the like prohibited the use of any non-AAA security. The fear was treasuries were not eligible collateral, and could put some people in violation of their directives or in technical default. In years after 2011 those contracts were rewritten to say government securities, excluding the qualification of the credit rating.  That’s why in August 2023, when Fitch downgraded to the US to AA+, the US became a split rated AA+ country. This downgrade had almost no effect on the bond market.
  • @quay_dr
  • @mrddmia
  • @BehizyTweets
  • @Kylenabecker
  • @amuse
  • @CallahanAutoCo
  • @C_3C_3
  • @IntelPointAlert
  • @KariLake
  • @VigilantFox
  • Dear 𝕏 Community, I write this post out of desperation. A coordinated group is making my life a living hell. I’ve been forced to DELETE over 196 of my own posts in just the past 5 weeks! This includes simple thread summaries of @joerogan’s podcast. I fear my safety and my account could be in danger. Please listen to my cry for help. (thread)
  • @mrddmia
  • Let’s get this straight: Obama can drone strikes Americans. But Trump can’t repel foreign terrorists. Biden can import over 10 million illegal aliens. But Trump can’t send them home without years of court process. The American people never agreed to this. Not at our founding. Not after the Civil War. Not anytime since then. Certainly not in the last election. The Supreme Court is heading down a perilous path.
  • @RodDMartin
  • @MikeBenzCyber
  • Yale, which receives $1 billion in gov't funds and works closely with the worst parts of our intelligence state, pre-tested using guilt, embarrassment, anger, and "trust the science" messages to get people to take the Covid vaccine, months before a vaccine was even developed. (video)
  • @DividendTalks
  • MASSIVE $UNH INSIDER BUYING. 1. CEO BUYS $25M 2. CFO BUYS $5M 3. DIRECTOR BUYS $1M 4. DIRECTOR BUYS $500K TOTAL INSIDER BUYING = $31.5M.
Night Trading
  • Asian indices are -.5% to +.25% on average.
  • Asia Ex-Japan Investment Grade CDS Index 80.25 +.5 basis point.
  • China Sovereign CDS 51.75 unch.
  • China Iron Ore Spot 99.9 USD/Metric Tonne -.16%.
  • Swiss Franc/Offshore Chinese Renminbi Cross 8.63 +.29% 
  • Bloomberg Emerging Markets Currency Index 37.0 +.05%.
  • Bloomberg Global Risk-On/Risk Off Index 70.0 +1.4%.
  • US 10-Year Yield 4.48% unch.
  • Volatility Index(VIX) futures 20.3 +4.3%. 
  • Euro Stoxx 50 futures +.06%.
  • S&P 500 futures -.9%.
  • 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 rally into the afternoon, finishing mixed. The Portfolio is 75% net long heading into the week.

Saturday, May 17, 2025

Today's Headlines

Bloomberg:

Zerohedge:

WSJ.com:

CNBC:

MarketWatch.com:

NewsMax:       

Fox News:

TheGatewayPundit.com: 

Epoch Times:

Around X:
  • @Zerohedge
  • So someone is lying: actual spending all time high while reported sentiment (based on 250 polled UMich respondents) is all time low.
  • @MarioNawful  
  • GOV. GREG ABOTT: TEXAS IS BANNING CAPITAL GAINS TAX—PROPERTY TAX CUTS NEXT. “Hi, this is Governor Greg Abbott, and I'm about to sign a joint resolution that will constitutionally ban a capital gains tax in the state of Texas. Voters will vote on this to ensure that we’re not gonna have a capital gains tax in Texas. The next tax law that I will sign will be a tax law to reduce your property taxes in Texas.” (video)
  • @LauraLoomer
  • @BennyJohnson
  • @Cernovich
  • @WallStreetApes
  • This is important. American fisherman reveals the real reason California is pushing for Dam removals. Citing specific instances where right after California removed other Dams, power bills doubled and water to farmland was cut off. (video)
  • The state of Minnesota is turning into an apocalypse zone under Democrat leadership. “Welcome to Minneapolis, Minnesota. And for the record, let's just take a look around. It's a blue state in a blue city with a blue governor that felt he was good enough to help run the entire country. Let's see what's happening in his own backyard:” “I've lived just outside of Minneapolis for over 53 years and worked in Minneapolis for the last 35 years, and I have never seen it look quite like this”. (video)
  • @AnnVandersteel
  • Welcome to ZERO ACCOUNTABILITY AMERICA. Republican Congress REFUSES to do their job: "Nothing we can do." RINOs keep selling us out: "Nothing we can do." Leftist judges defy the sitting president: "Nothing we can do." Mayors and Governors defy the sitting president: "Nothing we can do." Congresswoman helps ILLEGALS to stay in our country: "Nothing we can do." Democrats DEFRAUD THE AMERICAN PEOPLE with an INSANE PRESIDENT for 4 years: "Nothing we can do." INSANE Democrat president opens our border to terrorists and criminals: "Nothing we can do." So the question becomes: If the GOP won't ever demand accountability for even THE GREATEST CRIMES... ...WTF do we even need them for?
  • @WarClandestine
  • The Hur tapes are yet another proof that a “Deep State” exists. We had a vegetable as President, and the bureaucracy carried on as usual. Biden was a just a figurehead. He was just the placeholder for the Deep State. Biden was not making decisions. He was taking orders. (video)
  • @RodDMartin
  • @Geiger_Capital
  • Our system is broken… One President can open our border and purposefully mass parole millions of illegal immigrants with court dates 4-10 years away. But the next President can’t deport any of them without giving them a hearing first. This means we have no sovereignty.
  • @C_3C_3
  • Justice Roberts… Saved the unconstitutional Obamacare. Protected Dobbs decision leaker Sheldon Snook. Appointed Marxist Judge Boasberg to preside over the FISA Court Protected fake Ukraine impeachment whistleblower Eric Ciamarella. John Roberts is part of the judicial coup.
  • @joma_gc
  • @MJTruthUltra
  • @GlobalMktObserv
  • CHINESE DEBT SIZE IS ABSOLUTELY MIND-BLOWING! China's debt-to-GDP ratio hit a MASSIVE 366% in Q1 2024, a new record. To put this differently, for 1 unit of GDP the Chinese economy has produced 3.66 units of debt burden China has a debt problem. (graph)
  • @GenFlynn
  • @StephenMoore
  • @IGSquawk 
OpenVAERS: 
SKirsch.com:

Friday, May 16, 2025

Evening Headlines

Zerohedge:

WSJ.com:

CNBC:

NewsMax:       

Fox News:

TheGatewayPundit.com: 

Epoch Times:

Around X:
  • @realDonaldTrump
  • Republicans MUST UNITE behind, “THE ONE, BIG BEAUTIFUL BILL!” Not only does it cut Taxes for ALL Americans, but it will kick millions of Illegal Aliens off of Medicaid to PROTECT it for those who are the ones in real need. The Country will suffer greatly without this Legislation, with their Taxes going up 65%. It will be blamed on the Democrats, but that doesn’t help our Voters. We don’t need “GRANDSTANDERS” in the Republican Party. STOP TALKING, AND GET IT DONE! It is time to fix the MESS that Biden and the Democrats gave us. Thank you for your attention to this matter!
  • The Supreme Court has just ruled that the worst murderers, drug dealers, gang members, and even those who are mentally insane, who came into our Country illegally, are not allowed to be forced out without going through a long, protracted, and expensive Legal Process...
  • @Zerohedge
  • @MarioNawful  
  • RFK JR. ON VACCINES: “I’M NOT HERE TO CENSOR MYSELF”. Health Secretary Robert F. Kennedy Jr. faced fire at the Senate hearing this week over his vaccine comments — and didn’t flinch. RFK Jr.: “I’m going to tell the truth about everything we know and we don’t know about vaccines. I am not going to just tell people that everything is safe and effective if I know there are issues. I need to respect people’s intelligence.” Sen. Chris Murphy warned Kennedy’s messaging could tank public trust. “Nobody swims in a lake if you say it’s full of alligators," he said. RFK's reply? “Then maybe they should know about the gators.”
  • AI DATA CENTERS ARE ABOUT TO EAT THE ELECTRIC GRID. By 2030, data centers could suck up nearly 1,000 TWh of electricity a year — 4× more than in 2020. That’s more than what Japan uses annually. Accelerated servers (built for AI) are the fastest-growing slice, jumping 10× from almost nothing in 2020 to rivaling all conventional servers by 2030. Cooling alone may top 200 TWh — more than every home in New York City uses. All for LLMs, crypto farms, and, well... cat videos.
  • @catturd2
  • @StephenM
  • @CheddarFlow
  • @GuntherEagleman
  • @WarClandestine
  • The craziest part about this whole Comey “86-47” thing, is the timing. This happened while Trump is securing peace deals in the Middle East, and negotiating an end to the war in Ukraine. This is not a coincidence. The Deep State do NOT want Trump to bring world peace. Because when he does, not only are their money laundering operations shut down, but Trump will have the overwhelming approval of the American People. (video)
  • @kylenabecker
  • @RodDMartin
  • @DataRepublican
  • EXPOSED: Soros, the Deep State & the Shadow Network. Today, I launched a powerful new tool that indexes the National Endowment for Democracy journal... and here's what it uncovers: Dozen-plus Open Society Foundation staff, funded by George Soros, are writing in a U.S. government-backed journal. That journal is part of our taxpayer-funded National Endowment for Democracy, a quasi-government operation tied to foreign "democracy" missions- and Congress sits on its board. No conspiracy theories. This is hard data. This proves Soros and our intelligence apparatus are deeply intertwined. (pic)
  • @IanJaeger29
  • @MJTruthUltra
  • @wallstengine
  • @GlockfordFiles