Sunday, March 08, 2026

Monday Watch

Around X:

  • @Business   
  • @Zerohedge
  • @CNBC
  • @MarioNawful
  • @sentdefender
  • @Amy_K_Nelson
  • @WallStreetApes
  • I verified this and it’s true. “Lab-grown chocolate is coming to shelves in 2027. Oreo, Cadbury and Toblerone are already funding the Israeli biotech producing it because a lab is cheaper than a farm”. “Cadbury has been quietly replacing your chocolate — This dairy milk isn't legal chocolate in 27 countries, the cocoa butter was replaced with vegetable fat, a cheap blend of 6 industrial oils. What remains is diluted with polyglycerol — Soon even that gets replaced, you'll be eating cells grown in a pharmaceutical tank”. Cadbury Dairy Milk (in the UK and many markets) has included vegetable fats (like palm and shea) alongside cocoa butter for years. UK/EU regulations allow up to 5% non-cocoa vegetable fats in chocolate if it meets minimum cocoa solids (20%) and other standards. In America standards are much lower. (video)
  • @DataRepublican
  • @ShadowofEzra
  • @DropSiteNews
  • @EricLDaugh
  • @BGatesIsaPsycho
  • @OSINTEurope  
  • @NickSortor
  • @EmeraldRobinson
  • @sayerjigmi
  • Today the WSJ published a piece on Epstein "conspiracy theories" — cannibalism, beef jerky as human flesh, baby farms. Also today, I published 24 federal DOJ exhibits documenting Epstein's 8-year operational cloning program: his cells in liquid nitrogen at Harvard, a $9.5M designer baby company, an overseas surgical lab structured to evade US law. For context: the phrase "designer baby" isn't fringe vocabulary. The NIH indexes a peer-reviewed university genetics curriculum built entirely around it. They covered the beef jerky crowd. They didn't mention the exhibits. They didn't mention the NIH. You decide what's a conspiracy theory: (thread)
  • @KobeissiLetter
  • @DanielGilr44222
  • @Worldsource24
  • @MattWallace888
  • @BreitbartNews.
  • @JuneGoh_Sparta
  • @TheInsidePaper
  • @DC_Draino
  • @NoAlphaLimits
  • IRAN JUST TOLD THE U.S. AND ISRAEL: "PAY US OR THE WAR DOESN'T END." THIS IS NOT A BLUFF. Ali Larijani, Secretary of Iran's Supreme National Security Council, just made a statement that should TERRIFY every market on Earth: "The war will end only when Iran's adversaries understand they no longer have the right to violate Iranian territory and agree to pay COMPENSATION for the damages caused." Let that sink in. Iran isn't negotiating. Iran is setting TERMS...
  • @AdityaRajKaul
  • @matttttt187 
  • @amuse
  • @BrandonStraka
  • @OSINT613
  • @Conflict_Radar
  • @ThePatriotOasis
  • BREAKING: A list has been released naming the GOP senators who are either openly opposed or expressing skepticism toward using the talking filibuster to pass the SAVE America Act. - Leader John Thune. - John Cornyn. - Lisa Murkowski. - Katie Britt. - John Curtis. - Kevin Cramer. - Thom Tillis. These holdouts are now under scrutiny as pressure mounts for Republicans to unite and deliver on key America First priorities. The talking Filibuster is the only realistic path forward without securing 60 votes in the Senate. (video)
  • @JinWooIQ
  • @MRefaat_Formal
Night Trading
  • Asian indices are -6.0% to -2.5% on average.
  • Asia Ex-Japan Investment Grade CDS Index 82.75 +10.75 basis points.
  • China Sovereign CDS 49.75 +5.25 basis points.
  • China Iron Ore Spot 103.5 USD/Metric Tonne +1.9%.
  • Crude Oil 117.2/bbl. +28.7%
  • Gold 5,081.9 USD/t oz. -1.4% 
  • Swiss Franc/Offshore Chinese Renminbi Cross 8.86 +.12%. 
  • Bloomberg Emerging Markets Currency Index 35.58 -.18%.
  • Bloomberg Global Risk-On/Risk Off Index 96.0 +1.3%.
  • US 10-Year Yield 4.21% +7.0 basis points. 
  • Japan 30-Year Yield 3.49% +9.0 basis points. 
  • Volatility Index(VIX) futures 26.9 +7.4%. 
  • Euro Stoxx 50 futures -3.0%.
  • S&P 500 futures -2.3%.
  • NASDAQ 100 futures -2.6%.

BOTTOM LINE: Asian indices are sharply lower, weighed down by transport and technology shares in the region. I expect US stocks to open sharply lower and to maintain losses into the afternoon. The Portfolio is 25% net long heading into the week.

Saturday, March 07, 2026

Today's Headlines

Around X:

  • @IGSquawk 
  • @BarronsOnline
  • Had bullish commentary on (LNG), (NEXT), (VG) and (CDRE).
  • @MarioNawfal
  • @GenFlynn
  • @natalimorris
  • @EricLDaugh
  • @NoLimitGains
  • IRAN JUST MADE A MOVE THAT CHANGES EVERYTHING: Iran’s president just said neighboring countries will no longer be attacked. Sounds like de-escalation. It’s not. It’s actually the opposite. Most people are going to completely misread this. Here’s what’s really happening: “Unless an attack on Iran is launched from their territory.” The U.S. is literally launching strikes on Iran FROM those countries right now. Al Udeid in Qatar. Al Dhafra in the UAE. Ali Al Salem in Kuwait. Bases in Bahrain, Saudi Arabia, Oman. That’s where American bombers, fighters, and drones are flying from. Iran isn’t saying “we’ll stop.” They’re saying “tell America to leave or we keep hitting you.” This is a pressure play on the Gulf states.
  • A VERY DANGEROUS CLAIM IS CIRCULATING RIGHT NOW: Before you believe it, you need to read the full breakdown below. Reports are circulating that the U.S. struck a freshwater desalination plant on Qeshm Island in Iran. Iran’s Foreign Minister is warning of “consequences.” There is NO verified proof this happened. – No satellite imagery. – No confirmation from the Pentagon or CENTCOM. – No independent verification from any major outlet. The source is Iranian state-affiliated media. That doesn’t mean it’s fake, but it doesn’t mean it’s confirmed either. Now here’s where it gets important...
  • @RenzTom
  • @seanmdav
  • @sungleeiq
  • @Chicago1Ray
  • @1776General_
  • @illuminatibot
  • @MonitorX99800  
  • @jayplemons
  • @liz_churchill10
  • Child Traffickers were in charge of all ‘Science’… Robert Maxwell headed the Scientific Journal System that controlled ‘Science’ for decades. Bill Gates invested $10M in ResearchGate…that has 25 MILLION members. Epstein and Gates decided what research got amplified… (video)
  • @LoneStar_PAC
  • @nedryun
  • @barchart
  • @KobeissiLetter
  • @nypost
  • @Worldsource24
  • @Olivia_Reingold
  • @WatcherGuru
  • @pati_marins64
  • @TrendSpider
  • @mboyle1
  • @OANN
  • @sayerjigmi
  • @OcrazioCornPop
  • @mtaibbi
  • @TFTC21
  • @WallStreetApes
  • @amuse
  • @GeneralMCNews
  • @BreannaMorello
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