We know what’s coming and we are prepared.
🇺🇸 🇯🇵 🏦 From Nomura Charlie McElligott:
Markets have largely priced in a Trump victory and Wall Street seems to be eyeing a full Republican sweep next week.
In the event of a Harris victory and a gridlocked congress, traders are positioned "Risk Reversal" across asset classes sending bonds higher while sending interest rates, deregulation themes such as bank stocks ($XLF), gold, and bitcoin lower.
In the unlikely event of a full Democratic sweep of both the Senate, the House, and the Presidency, serious acute downside risks for the broader stock market is likely given negative growth implications of re-regulation and corporate tax hikes impact on earnings, especially after markets have already rallied considerably into the election on expectations of tax cuts.
🗒 In simple terms, if Harris wins but congress is R or split, bonds ($TLT) should rally while bank stocks ($XLF) gold, and bitcoin will likely see downside while the broader market ($SPY) will likely still rally into the end of the year
❗️ However, if Democrats sweep all of congress and the presidency, expect a potential -7% to -10% in the broader market ($SPY) over 1 to 3 months after the election
Overall, market participants are "over-hedged" given recent volatility over the past three months. In the absence of a Democratic sweep, hedge funds are going to FOMO into higher net exposure through to the year's end to make up for the cost of current downside hedging and underexposure.
@CIG_Telegram
Paper
🇮🇷❌👑👑❗️ — Videos coming out of Iran, after the Internet ban, share some of the most gruesome and terrific images so far in this protest season
At least 10 protesters in Fardis, Karaj area of Alborz province of Iran, West of Tehran, were reportedly killed by Islamic Revolutionary Guard Corps (IRGC) Troops under orders of the Islamic Republic Regime in Iran.
According to reports from netizens via Musk's Starlink, dozens of other deaths are being reported as having occurred in other locations on Iranian soil.
In one of the videos, it's possible hear in Persian/Farsi:
"Right in front of Fardis Police Station No. 11, a Toyota was pulled up and sprayed with gunfire.
People were mowed down with heavy weapons, machine-gun fire, indiscriminately."
🇻🇪 Call of Duty: Ghosts, PC Game, was released 12 years ago when Venzuela Maduro started his Presidency.
🇺🇸 In the game, US Military raid Venezuela at night and capture the Venezuelan Dictator.
In the game, it says this Event happens in the Year 2026.
- We are living in a Matrix
- We are in a Simulation
- There is a Script
- Remember the Charlie Kirk movie, Snake Eyes, which foretold his Death
🇬🇧 The Prevent video game that treats every teenager like a far-Right extremist
Youngsters threatened with referral to anti-terror programme if they question migration while playing
A state-funded computer game is warning teenagers that they risk being referred to a counter-terrorism programme if they question mass migration.
Pathways is an interactive game designed for 11- to 18-year-old pupils and funded by Prevent, a Home Office programme for tackling extremism.
Young players are directed to help their in-game characters – a white teenage boy and girl – to avoid being reported for “extreme Right-wing ideology” after discussing migration online.
Characters can face extremism referrals if they choose to engage with groups that spread “harmful ideological messages”, or join protests against the “erosion of British values”. Even researching online immigration statistics is portrayed negatively.
Other in-game pitfalls include sharing a video that claims Muslim men,...
IT KEEPS GETTING WORSE: A BURIED CIA VIDEO JUST SURFACED… AND ERIKA KIRK IS IN IT
https://x.com/hustlebitch_/status/2009688114923745442?s=46
A 10-year-old documentary about EMP attacks and U.S. power grid vulnerability has quietly surfaced - and buried inside it is Erika Kirk.
She’s not observing.
She’s not a host.
She’s in a role most civilians never get near, briefing national security professionals alongside a former CIA National Security & Energy Specialist on how an EMP or coordinated physical attack could collapse the U.S. power grid.
This isn’t casual footage.
It’s technical.
It’s inside-baseball.
And it’s the exact kind of material most people never get near, let alone present.
Which raises some very uncomfortable questions:
Why was she in that role?
What qualified her to brief on national security threats?
Who brought her into that room, and why is none of it explained?
Back then, this clip passed quietly. Today, with everything surrounding her, it ...
