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
🇺🇸 Black Lives Matter founder located in Illinois, Clyde McLemore has been exposed for brutally beating on his female employee who accused him of embezzling grants.
Follow us -> LiveLeak
American in Livonia, Michigan shows if you just put the gas pump down and don’t pump gas, it still slowly charges you for gas
I’ve seen similar videos to this all over America
Americans really are being robbed in every way possible
https://x.com/WallStreetApes/status/2028502600631664885?s=20
Trump's war on Iran is causing Gulf states to reassess their relationship with the U.S. and look to diversify their foreign partnerships:
"Many believe he dragged the Gulf into a war shaped heavily by Israel, without sharing a plan and acting hastily and without fully weighing the political and economic fallout for allies."
The U.S. is simply torching its diplomatic leverage for Israeli interests.
X 🔗
AI as it is currently understood is not mere technology, but a system of total technological domination over the public. Just as institutions and people have already ceded too much of cyberspace to the cloud, we are in danger of offering even more of our lives and society on the altar of centralized computing. The ‘singularity’ was never to be an economic or technological boon, but rather the mere collapse of society under the weight of digital totalitarianism. Naked human dominance and tyranny was the face behind the techno-utopian mask. A generation was evicted from the ideal of home ownership by the combination of a variety of economic and social forces, it would seem that the same is taking place in cyberspace. ‘Hardware is the new homes’, as the public becomes priced out of securing a modest home server.
AI as it is currently understood is not mere technology, but a system of total technological domination over the public. Just as institutions and people have already ceded...
Iran War Hits Cyber, Food, Energy: Stryker Cyberattack, India Fertilizer Stoppage
Iran's escalating war is now striking on multiple fronts: massive cyber wiper attacks + real-world food and energy disruptions:
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Handala (Iran-linked)'s cyberattack on Stryker wiped data from 200,000 devices, halting operations. India's fertilizer production stopped due to LNG shortages, right before planting season.
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Fuel rationing hits West Australia (emergency-only sales) and Bangladesh, while Vietnam, South Korea, and Pakistan impose work-from-home, price caps, and austerity measures like 4-day work weeks.
This isn't hypothetical anymore—cyber pandemic warnings from IBM/WEF-linked reports are playing out alongside engineered shortages impacting global rice, wheat, cotton, and sugar supplies. The technocrats are engineering crises, managing perceptions as they cast blow after blow on supply chains. Start gardening now!
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