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[@MsResJudicata](/creator/twitter/MsResJudicata)
"Regeneron Pharmaceuticals (NASDAQ:REGN) said it expects to record an $XX million acquired in-process R&D charge in its third quarter results on a pretax basis mainly from a previously disclosed $80M upfront payment to Hansoh Pharmaceutical. The acquired IPR&D charge is expected to negatively impact each of GAAP and non-GAAP net income per diluted share for the third quarter of 2025 by around $XXXX. Analysts expect $XXXX EPS for the quarter"  
[X Link](https://x.com/MsResJudicata/status/1975161889190547621) [@MsResJudicata](/creator/x/MsResJudicata) 2025-10-06T11:31Z 5446 followers, XX engagements


"Holsey's departure comes against the backdrop of a military buildup in the Caribbean that includes U.S.-guided missile destroyers F-35 fighter jets a nuclear submarine and around 6500 troops as Trump escalates a standoff with the Venezuelan govt"  
[X Link](https://x.com/MsResJudicata/status/1979052536750297347) [@MsResJudicata](/creator/x/MsResJudicata) 2025-10-17T05:11Z 5442 followers, XX engagements


"Ford recalls nearly 625000 vehicles in US Ford is recalling 625000 vehicles in the USA over an issue re seatbelts & rear-view camera display. 332778 Ford Mustang recalled due to seatbelts. CAMERA display affects 291901 CARS& Trucks"  
[X Link](https://x.com/MsResJudicata/status/1979181193204486348) [@MsResJudicata](/creator/x/MsResJudicata) 2025-10-17T13:42Z 5447 followers, XX engagements


"Last night gold starting to sell off in a loss of 2.5%. Silver list of about 5%. How long this setback lasts & what kind of a setup it might create from a trading perspective as we head into miners' earnings reports"  
[X Link](https://x.com/MsResJudicata/status/1979503970226741296) [@MsResJudicata](/creator/x/MsResJudicata) 2025-10-18T11:04Z 5447 followers, XX engagements


"There are a number of reasons banks might suddenly stop or slow lending activity. For example inadequate information about the financial condition of borrowers can lead to a boom in lending when financial institutions overestimate creditworthiness while the sudden revelation of information suggesting that borrowers are or were less creditworthy can lead to a sudden contraction of credit. Other causes can include an anticipated decline in the value of the collateral used by the banks to secure the loans; an exogenous change in monetary conditions (for example where the central banksuddenly and"  
[X Link](https://x.com/MsResJudicata/status/1978682680188318096) [@MsResJudicata](/creator/x/MsResJudicata) 2025-10-16T04:41Z 5450 followers, XX engagements


"The market climbed to end the week all but the Russell 2000 in the green. Bitcoin slid towards $100k an estimated $600B erased from crypto market values since last weeks crash according to CoinGecko"  
[X Link](https://x.com/MsResJudicata/status/1979362224813809857) [@MsResJudicata](/creator/x/MsResJudicata) 2025-10-18T01:41Z 5450 followers, XX engagements


"Cooks efforts paid off when the iPhone Air sold out within minutes of going on sale in China. The Apple CEOs China visit created plenty of photo ops but it was overshadowed by the Nexperia-Wingtech saga which unfolded like the proverbial train wreck in slow motion"  
[X Link](https://x.com/MsResJudicata/status/1979368456706494773) [@MsResJudicata](/creator/x/MsResJudicata) 2025-10-18T02:06Z 5449 followers, XXX engagements


"Nexperia the Euro semiconductor subsidiary of Chinese electronics part maker Wingtech was caught in the crossfire of the US-China tech war & faces an uncertain future amid restrictions from both the Chinese and Dutch govts"  
[X Link](https://x.com/MsResJudicata/status/1979368838404935950) [@MsResJudicata](/creator/x/MsResJudicata) 2025-10-18T02:08Z 5449 followers, XXX engagements


"JPMorgan Chase & Co. analysts said crypto-native traders not institutional investors or ETF holders drove the cryptocurrency crash on October XX 2025 which wiped out + $XX billion in leveraged positions and liquidated more than 1.6M in trade"  
[X Link](https://x.com/MsResJudicata/status/1979547748777992695) [@MsResJudicata](/creator/x/MsResJudicata) 2025-10-18T13:58Z 5450 followers, XX engagements


"Next week the S&P XXX real estate companies due to report earnings results are Crown Castle(CCI) CBRE Group (CBRE) Digital Realty Trust(DLR) and Healthpeak Properties (DOC)"  
[X Link](https://x.com/MsResJudicata/status/1979581552087699622) [@MsResJudicata](/creator/x/MsResJudicata) 2025-10-18T16:13Z 5449 followers, XX engagements


"S&P cuts France's ratings to A+/A-1 S&P Global Ratings said on Friday it lowered France's unsolicited foreign and local currency long- and short-term sovereign credit ratings"  
[X Link](https://x.com/MsResJudicata/status/1979603548263628966) [@MsResJudicata](/creator/x/MsResJudicata) 2025-10-18T17:40Z 5448 followers, XX engagements


"JPMorgan Chase charged off $XXX million in 3Q related to its loan to Tricolor and Fifth Third said it expects to record a $170-200 million charge in 3Q which is now known to be tied to Tricolor as well"  
[X Link](https://x.com/MsResJudicata/status/1979909521376936070) [@MsResJudicata](/creator/x/MsResJudicata) 2025-10-19T13:56Z 5449 followers, XX engagements


"Major earnings expected before the bell on Friday include: SLB N.V. (SLB) American Express Company (AXP) Truist Financial Corporation (TFC) Ally Financial (ALLY) Huntington Bancshares Incorporated (HBAN)"  
[X Link](https://x.com/MsResJudicata/status/1978945101272322542) [@MsResJudicata](/creator/x/MsResJudicata) 2025-10-16T22:04Z 5448 followers, XXX engagements


"Trump posts on bluesky to meet liberal constituents"  
[X Link](https://x.com/MsResJudicata/status/1979896865576403009) [@MsResJudicata](/creator/x/MsResJudicata) 2025-10-19T13:06Z 5448 followers, XX engagements


"Roche and Eli Lilly Alzheimer's blood diagnostic test wins FDA approval The U.S. FDA has approved Elecsys pTau181 a blood-based biomarker test developed by Roche (OTCQX:RHHBY) and Eli Lilly (NYSE:LLY) that can provide an initial assessment for Alzheimer's disease and cognitive decline. The test works by measuring phosphorylated Tau (pTau) XXX protein inhuman plasma which serves as an important biomarker for Alzheimer's pathology including the presence of amyloid plaque and tau. The companies said that Elecsys pTau181 "provides clinicians with information that can help identify patients in"  
[X Link](https://x.com/MsResJudicata/status/1977838824710611423) [@MsResJudicata](/creator/x/MsResJudicata) 2025-10-13T20:48Z 5448 followers, XX engagements


"A severe downturn in the U.S. housing market a recession in Canada and a new wave of political pressure on the Federal Reserve are creating a complex and dangerous environment for investors"  
[X Link](https://x.com/MsResJudicata/status/1979904473066562027) [@MsResJudicata](/creator/x/MsResJudicata) 2025-10-19T13:36Z 5448 followers, XX engagements


"On the decline in housing I I'm more sanguine than my colleagues about inflation" Federal Reserve Governor Stephen Miran declared because he expects "significant disinflation" in housing"  
[X Link](https://x.com/MsResJudicata/status/1979983540344229953) [@MsResJudicata](/creator/x/MsResJudicata) 2025-10-19T18:50Z 5448 followers, XX engagements


"Markets are underestimating the likelihood of a U.S.-China trade deal before the end of October a move that would mark a temporary dtente between the worlds two largest economies and extend the years risk rally"  
[X Link](https://x.com/MsResJudicata/status/1980017573182718389) [@MsResJudicata](/creator/x/MsResJudicata) 2025-10-19T21:05Z 5448 followers, XX engagements


"Exports to the US made up around XXX% of Chinas GDP. So even if the tariff war were to wipe out the entire US export market it would only impact about X to X% of Chinas economy"  
[X Link](https://x.com/MsResJudicata/status/1980208253675143591) [@MsResJudicata](/creator/x/MsResJudicata) 2025-10-20T09:43Z 5449 followers, XX engagements


"Major earnings expected before the bell on Thursday include: The Toronto-Dominion Bank (TD) Li Auto (LI) Best Buy Co. (BBY) Dollar General Corporation (DG) Hormel Foods Corporation (HRL) Other earnings slated for release before Thursday's open include: BBW BBWI BF.B BURL BZUN CM CMBT DKS EDAP HMY OTCQX:IMPUY OTCQX:IMPUY MBUU OLLI SBSW TITN VSCO"  
[X Link](https://x.com/MsResJudicata/status/1960825718738444410) [@MsResJudicata](/creator/x/MsResJudicata) 2025-08-27T22:04Z 5449 followers, XXX engagements


"Here are the top XX least shorted S&P XXX stocks as a percentage of float as of September: Chubb (CB) - Short Interest as a % of float: XXXX% Mastercard (MA) - Short Interest as a % of float: XXXX% Alphabet (GOOG) - Short Interest as a % of float: XXX% The Procter & Gamble Company (PG) - Short Interest as a % of float: XXXX% Apple (AAPL) - Short Interest as a % of float: XXXX% Microsoft (MSFT) - Short Interest as a % of float: XXXX% Johnson & Johnson (JNJ) - Short Interest as a % of float: XXXX% Amphenol (APH) - Short Interest as a % of float: XXXX% Philip Morris International Inc. (PM) -"  
[X Link](https://x.com/MsResJudicata/status/1978508486519468387) [@MsResJudicata](/creator/x/MsResJudicata) 2025-10-15T17:09Z 5449 followers, XXX engagements


"Among the major financial firms with exposure to the collapsed First Brands are Jefferies UBS and Millennium. And now Zions discloses a major loss. For perspective Zions $60M provision is nearly XX% of its reserves/loan loss allowance of $690M as of 2Q"  
[X Link](https://x.com/MsResJudicata/status/1979909762180399215) [@MsResJudicata](/creator/x/MsResJudicata) 2025-10-19T13:57Z 5449 followers, XX engagements


"Incidentally Fifth Thirds estimated charge is also nearly XX% of its reserves"  
[X Link](https://x.com/MsResJudicata/status/1979909825745006946) [@MsResJudicata](/creator/x/MsResJudicata) 2025-10-19T13:57Z 5449 followers, XX engagements


"Investing and betting: CME plans to roll out financial contracts tied to both sports games & economic indicators in a move similar to tie-ups like Intercontinental Exchange-Polymarket and Robinhood-Kalshi. This wont go well"  
[X Link](https://x.com/MsResJudicata/status/1979983296818729176) [@MsResJudicata](/creator/x/MsResJudicata) 2025-10-19T18:49Z 5448 followers, XX engagements


"Fed to embrace higher inflation easing financial conditions to spur cyclical growth to support debt-laden sectors like housing & manufacturing. AI disruption & govt stimulus benefiting hard assets cyclical value and infrastructure stocks over Big Tech"  
[X Link](https://x.com/MsResJudicata/status/1980140641809244553) [@MsResJudicata](/creator/x/MsResJudicata) 2025-10-20T05:14Z 5449 followers, XX engagements


"China reports XXX% quarterly GDP growth moving closer to annual target"  
[X Link](https://x.com/MsResJudicata/status/1980142306696016266) [@MsResJudicata](/creator/x/MsResJudicata) 2025-10-20T05:21Z 5449 followers, XX engagements


"Friday the postponed CPI release for September comes out just in time for the FOMC meeting the week after. US economists say headline CPI to come in at a monthly +0.42% pace which would push up the year on year rate to +3.1% & be the strongest monthly print since January"  
[X Link](https://x.com/MsResJudicata/status/1980189202063966490) [@MsResJudicata](/creator/x/MsResJudicata) 2025-10-20T08:27Z 5449 followers, XX engagements


"French bond yields & risk spreads higher after French credit rating cut by S&P Global to A+. Gucci-owner Kering agreed to sell its beauty business to L'Oreal for X billion euros ($4.66 billion)"  
[X Link](https://x.com/MsResJudicata/status/1980226029903057364) [@MsResJudicata](/creator/x/MsResJudicata) 2025-10-20T10:54Z 5449 followers, XX engagements


"Gold rally has nothing to do with US growth & everythibg to do with all fiat debasement. USD already down +11% in 2025. IMF refuses to acknowledge that statism has destroyed confidence in fiat currencies of developed nations"  
[X Link](https://x.com/MsResJudicata/status/1980231172337893646) [@MsResJudicata](/creator/x/MsResJudicata) 2025-10-20T11:14Z 5449 followers, XX engagements


"The true equilibrium interest rate is actually rising not falling since real savings are declining due to persistent deficit spending by both the federal govt & households"  
[X Link](https://x.com/MsResJudicata/status/1980232878748573986) [@MsResJudicata](/creator/x/MsResJudicata) 2025-10-20T11:21Z 5449 followers, XX engagements


"@izakaminska Buy gold Charts show US gold price to $22000"  
[X Link](https://x.com/MsResJudicata/status/1979890231307600019) [@MsResJudicata](/creator/x/MsResJudicata) 2025-10-19T12:39Z 5448 followers, XX engagements


"NY today is filled with those that want free stuff paid for how More Money printing Total ignorance is the debt cycle we are in"  
[X Link](https://x.com/MsResJudicata/status/1979896430337912990) [@MsResJudicata](/creator/x/MsResJudicata) 2025-10-19T13:04Z 5449 followers, XXX engagements


"Despite mainstream media repeating that what happened with Tricolor & First Brands were isolated events we saw additional blowups last week"  
[X Link](https://x.com/MsResJudicata/status/1979906998972936444) [@MsResJudicata](/creator/x/MsResJudicata) 2025-10-19T13:46Z 5449 followers, XX engagements


"Zions Bancorp & Western Alliance filed 8Ks to disclose provision for credit losses related to lines of credit to investment funds who used those borrowing facilities to purchase distressed commercial mortgage loans"  
[X Link](https://x.com/MsResJudicata/status/1979907109010419876) [@MsResJudicata](/creator/x/MsResJudicata) 2025-10-19T13:46Z 5449 followers, XX engagements


"Follow Adam Josephson on Substack. No charges yet. He is really excellent in his reporting"  
[X Link](https://x.com/MsResJudicata/status/1979908814313783323) [@MsResJudicata](/creator/x/MsResJudicata) 2025-10-19T13:53Z 5448 followers, XX engagements


"Arent we bailing out Argentina for hedge fund friends $40BN bailout package for Argentina consists of a $20BN direct currency swap from U.S. taxpayer funds (via the Exchange Stabilization Fund) & $29BN through private sector banks & sovereign wealth funds"  
[X Link](https://x.com/MsResJudicata/status/1979919191093219502) [@MsResJudicata](/creator/x/MsResJudicata) 2025-10-19T14:34Z 5448 followers, XX engagements


"When Fed prints money after the market crash the value of the USD could drop by half. Things will be even more expensive at home and abroad. Most difficult for retirees to managing living at home or abroad"  
[X Link](https://x.com/MsResJudicata/status/1979989339892224488) [@MsResJudicata](/creator/x/MsResJudicata) 2025-10-19T19:13Z 5448 followers, XX engagements


"S&P XXX faces heightened risk as post-options expiration removes stabilizing gamma flows exposing the market to increased volatility &potential downside. Market liquidity deteriorated with thinning order book depth and widening funding spreads. The index is vulnerable"  
[X Link](https://x.com/MsResJudicata/status/1980000042485227915) [@MsResJudicata](/creator/x/MsResJudicata) 2025-10-19T19:56Z 5449 followers, XX engagements


"A Deloitte Private study reveals XX% of global family businesses seek outside investment XX% aim to increase nonfamily ownership and XX% plan to go public in the next three to five years"  
[X Link](https://x.com/MsResJudicata/status/1980137329001193805) [@MsResJudicata](/creator/x/MsResJudicata) 2025-10-20T05:01Z 5449 followers, XX engagements


"The investment thesis favors cyclical value stocks but risks Remain if inflation outpaces growth raising the specter of stagflation and consumer strain"  
[X Link](https://x.com/MsResJudicata/status/1980141343327342706) [@MsResJudicata](/creator/x/MsResJudicata) 2025-10-20T05:17Z 5449 followers, XX engagements


"2 dead after Emirates plane veers off Hong Kong runway into sea - as it happened"  
[X Link](https://x.com/MsResJudicata/status/1980206693712601414) [@MsResJudicata](/creator/x/MsResJudicata) 2025-10-20T09:37Z 5449 followers, XX engagements


"There are fast-emerging export destinations beyond the US. Chinas exports to Brazil for instance grew by XXXX% last year and exports to Africa for the first eight months this year by 25.9%. The export portfolio of China has shifted significantly over the years"  
[X Link](https://x.com/MsResJudicata/status/1980208775505346928) [@MsResJudicata](/creator/x/MsResJudicata) 2025-10-20T09:45Z 5449 followers, XX engagements


"More than XX% of Chinese households own homes. +20 % of Chinese households own multiple homes"  
[X Link](https://x.com/MsResJudicata/status/1980209664014123009) [@MsResJudicata](/creator/x/MsResJudicata) 2025-10-20T09:49Z 5449 followers, XX engagements


"When the property market was growing well even if you werent working you were becoming wealthier every day just by owning a house. Now with property prices down many lack that sense of wealth and security to spend"  
[X Link](https://x.com/MsResJudicata/status/1980209839788974565) [@MsResJudicata](/creator/x/MsResJudicata) 2025-10-20T09:49Z 5449 followers, XX engagements


"The headline consumer price inflation is expected to join annual core rates back above +3%. Add inflation & the failing USD into your budget. Last week Fed speeches & nerves about loan markets & banks mean X quarter-point rate cuts are priced over the next two meetings"  
[X Link](https://x.com/MsResJudicata/status/1980224721477369928) [@MsResJudicata](/creator/x/MsResJudicata) 2025-10-20T10:48Z 5449 followers, XX engagements


"S&P Composite 1500 Regional Banks index recaptured a third of Thursday's steep losses on Friday even though bad credit radars are now up everywhere. U.S. earnings season into high gear this week. Netflix out on Tuesday. Tesla reporting later in the week"  
[X Link](https://x.com/MsResJudicata/status/1980225408886079681) [@MsResJudicata](/creator/x/MsResJudicata) 2025-10-20T10:51Z 5449 followers, XX engagements


"A historic silver squeeze Inventories at the worlds bullion hubs have been decimated. The mints of Canada & UK are displaying out of stock warnings with queues backing up for the smallest denomination bars"  
[X Link](https://x.com/MsResJudicata/status/1979966086872277365) [@MsResJudicata](/creator/x/MsResJudicata) 2025-10-19T17:41Z 5448 followers, XXX engagements


"Widespread diffusion of AI in society & the economy is part of its AI Plus initiative. Leading American models from OpenAI & Google DeepMind are blocked on the mainland while domestic DeepSeek Alibaba Clouds Qwen & ByteDances Doubao used among Chinese"  
[X Link](https://x.com/MsResJudicata/status/1980235267081678974) [@MsResJudicata](/creator/x/MsResJudicata) 2025-10-20T11:30Z 5449 followers, XXX engagements