HedgedIn

Updated Sectors: 23Q2

NOW - Trump says Biden let in 25 million migrants, including 11,888 murderers, and vows to deport the "worst of the worst, and then we'll see what happens" signaling flexibility for the rest: "Many of them have good jobs now. They’re productive."

*SUPREME COURT ALLOWS TRUMP BORDER WALL CONSTRUCTION IN BIG BEND

Watch: McConnell Sparks New Health Fears After Unsettling Reaction To Midterm Blowout zerohedge.com/political/watc…

Somaliaan haettiin rahaa seitsemälle uudelle hankkeelle: - Suomen Somalia-verkosto ry: Xirfadle - Vocational education and employment project (1 189 836 euroa) - Suomen Somalia-verkosto ry: Wadajir Caafimaad - Maternal Health Project (594 000 euroa) - Lääkärin sosiaalinen vastuu ry: Somalia Mental Health 2027-2030 (563 036 euroa) - Marttaliitto ry: Women of Skill - Economic Empowerment and Nutritional Skills to Women from Vulnerable Groups of Hargeisa and Burao 2023-2027 (560 070 euroa) - Suomen Somalia-verkosto ry: Nagaad - Sustainable waste management and circular economy project (486 000 euroa) - African Care ry: Rights-Based Maternal Health and GBV Prevention for Women and Girls in fragile settings in Somalia (427 200 euroa) - African Care ry: Strengthening Mental Health Capacity in Somalia (395 600) En myöntänyt rahaa hankkeisiin, vaan teen tästä säästötoimen. Kehitysyhteistyö Somaliaan on keskeytetty, koska maa ei ole tehnyt riittävästi palautusyhteistyötä.

Jeffries Flips: Two Days After Hedging, He's A "Hard Yes" On Impeaching Hegseth zerohedge.com/political/jeff…

I want to share a brief update. My presidential memoir, PROMISE ME, AMERICA, is coming out on November 17th. I hope you'll read it. It covers my years as President. The challenges we faced, the decisions I made, and why I made them. It's about who we are as a nation. What we stand for. And America's role in the world. More than anything, it's about my faith in the American people and the great American experiment in self-governance and democracy. While writing the book, I was diagnosed with cancer, a disease known all too well to millions of Americans and their families. My doctors continue to be encouraged by how I've responded to treatment. And the prayers and kind words and well wishes from so many of you have meant more to me and Jill and our family than you can ever know. Some days are better than others. It hasn't stopped me. But sometimes it slows me down. What that means is, unfortunately, I won’t be able to do as many conversations about my book as I’d hoped. However, I’m hopeful the words on the page speak for themselves. Looking forward, I'm going to keep following what my father told me a long time ago: "Champ, when you get knocked down, get up." It's a good lesson for me. And for America. We are blessed. America is the most unique nation on earth. Unlike other countries, we're built on an idea. An idea bigger than any ocean. More powerful than any army. Stronger than any tyrant or dictator. That idea? All of us are created equal. Promise Me, America, we'll never forget it.

"Earnings season is now over. So now we get to focus on headlines and vibes. Vibes right now are pretty terrible (which should be Bullish!), even with the QQQ’s still up +6.5% YTD and SOXX up +27% YTD. Is that enough to sustain a bottom? I don’t know! I’m not the macro guy…I literally spent last night doing multi-variable algebra to estimate APP’s Gaming and eComm Revenue split." - JPM's Mark Schilsky

TRUMP TELLS CBS DEPORTATION POLICY WAS, MIGHT BE 'TOO TOUGH'

Stocks Panicked, Credit Yawned: Who's Right? zerohedge.com/markets/stocks…

Maybe, but I'd be less inclined to put it here. "Among tactical allocation and multi-asset dynamic funds (around 400+ funds in Morningstar/Lipper categories), HECA ranks near the very bottom (410 out of ~415 peers)."

🚨ALERT🚨JUST IN: Midterm numbers now showing statistically impossible swings in Texas and all over the country

US Jobs Soar By 165K Blowing Away Estimates; Unemployment Rate Drops Putting Dec Rate Hike Back In Play zerohedge.com/markets/us-job…

Year/year growth in continuing jobless claims has moved further into negative territory, reaching -12% (obviously, that’s a good thing)

HIGH YIELD: as The Profit Cycle starts to rollover and slow in 2027, High Yield Spreads should continue to widen