tyb
good morning
>corrected the mistakes in final #932 bun (battleship) gave it to you like that so muh fault and why you'll see an edit on that post in dis bread plus I forgot to include one thing.
morning nilligan
Europe-Med Activity
Swedish AF SVF645 G4 "White Raven" ELINT (Electronic Intelligence) on ground back at Malmen AB after it's work on the eastern Polish border-see cap#3
NATO02 USAF E-3A Sentry AWACS ne from Geilenkirchen AB
Hungarian AF HUAF615 Falcon 7x has been busy already today with a stop at Izmir Turkey for about 30 minutes from Budapest depart and then a stop at Prishtina, Kosovo for about same time-currently nw from that and heading to Brussels Int'l
RAF RRR7267 RC-135 Rivet Joint done with it's NATO harassment program over Black Sea and back to RAF Waddington
Italian AF IAM1496 G5 departed Rome and heading across the pond
Italian AF IAM9004 Falcon 900 departed Bern/Belp Airport after arriving yesterday-prior stop at Basel-heading back to Rome now
French AF1058 A330 heading south to central Africa again from Marseille, AB Istres-Space and Air FB
Brazilian AF BRS57 Embraer 390 arrived at Lisbon from Prague-was at Budapest and Prague on 0605
morning
>we habs a guud yestday on TS yo
good....all I need to hear-you tell me wut I need ta noes and imma good wit that
coulda made an account already if I really needed deet'd info but I noes you tell me and that just fine with me
you just tell me if you get push back on anything that I can provide backup on and you got it.
Mr. Godzilla can help wif dhat too
kek
Swiss AF SUI582 CL-60 west from Warsaw Int'l ground stop of 30 minutes-prior stop at Chisinau, Moldova of about 45 minutes and departed Zurich earlier today
Hard to tell who is on the Swiss ACs as they pretty much guard that information closely-they don't have many articles about it's President and what he does at all-and having a Swiss President by the name of 'Ignacio'-like he wasn't just installed right?-is pretty fuggen lame too but I always watch those sneaky 'neutral' Swiss no matter what cause they are always up to no good
Czech AF CEF02 A319 departing Prague to ParisCzech Prime Minister Petr Fialavisiting Merde Boi Macron..the AC yesterday to Paris looks like it was the setup crew
NATO02 USAF E-3 SentryAWACS set up just south of Gdansk, Poland
good see that what he needs-someone to verify it all and I noes Ima beating it up but the SEC and FTC cared how much before?
Even at his level of 'wealth' because it's still newish, not like Billy Boi who's been filthy rich most of his life that is a big chunk to just surrender because you don't like the deal-he upped it too quickly imo so he stuck with that price for now.
Still think he woulda been better off taking the BoD seat and then he could have done it from the inside-still would have had opposition but the CEO (know you noes dis) still reports to the BoD.
#933
>>137803 Notes From Jim Aafter Committee Hearing Today (June 6th) JW
>>137810 Latest DREIZIN Report on Ukraine. y/t
>>137813, >>137849 pf Europe-Med Activity: Swedish ELINT done, Hungarians to Chievres AB and left already, Italians coming over here, French to central Africa again, Brazilians at Lisbon
>>137816 @Electionwiz-(CNN) — On Monday, Louisiana enacted an anti-trans sports ban after its Democratic governor declined to take action.
>>137817 @TheStormHasArrived17-There are 7 state primaries today. If you live in one of these states, make sure you go vote!
>>137818 @Kash-What’s that glass houses thing, hows it go??? Uncle joes lesson on gun safety to his kid 👇🏼- I for one, am happy to have skipped that day of classes at BS- Biden State, i think the mascot there is the drug raddlin’ gun slingers
>>137823 @chiefnerd-New IRS Report Shows a Wealth Exodus from Blue States to Red States
>>137830, >>137835, >>137841, >>137843 @InevitableET- Texas Attorney General Ken Paxton launched an investigation of Twitter on Monday over allegations that the company has misrepresented the number of bots on its platform
>>137844 @MsInformation45-🚨I spy 🕵️♀️ a peculiar board member on the “When we all vote” Non-Profit.
>>137845 Dinesh D'Souza "2000 mules has blown up the underlying premise of Jan 6th"-screencap
>>137846 Rasmussen Reports: Top Mid-term issues with polling #s
staying on top 'o dis
noice-recognize two of those from yesterday
As I said too fast and it's not good-slow and steady the way
After all you gotta be comfy with what someone is posting (via a teamwork like dis) before you cleek da button to track jmo
shit bof muh cars have same # ending in odd (I think) so swapping plates aint' gonna work if they pull that 70s style shit again
They do that and that gonna go over poorly
There stilll way too many who remember sitting in those lines-but this time there isn't even really a shortage-just the illusion-there kinda was in the 70s but all that manufactured too but just done on the front end i.e. they held back the shipments and muh petro-$ screw job
"highly unlikey"
so count on it
aye
>pf methodology
ty w
it does look a leetle cluttered but WAY easier to find and access it.
save the links when I member too but don't always do that so dhat why.
When you get settled and comfy (whenever that is) you think you could grill this stuff on twatter?
Don't need ta answer that now as it's something to chew on-I can barely keep up with providin' it let alone be able to do that-and eventually Imma gonna be gone for a few weeks (hopefully not longer than 2 WEEKS! kek) while healing
habs twatter but I don't even member p-word (written down somewhere d'oh) and not used for basically 2 years now so it's probably been deactivated-haven't even checked as I care THAT much for it.
Only ever used it when we lost access in 2019
TITAN25 USAF E-4B Nightwatch departed JBASec of Defense Lloyd Austin got his Nightwatch back and heading for Singaporeand will probably stop in Hawaii for a refuel and talks with Indo-Pac Brass
US Defense Secy Lloyd Austin To Visit Indo-Pacific To Contain Chinese Assertiveness
https://www.republicworld.com/world-news/rest-of-the-world-news/us-defense-secy-lloyd-austin-to-visit-indo-pacific-to-contain-chinese-assertiveness-articleshow.html
He has not had the Nightwatch for the last 4 Int'l trips taken
1st Look at Local Housing Markets in May, Inventory up Sharply
This is the first look at local markets in May. I’m tracking about 35 local housing markets in the US. Some of the 35 markets are states, and some are metropolitan areas. I’ll update these tables throughout the month as additional data is released. My view has been that the slowdown in the housing market would show up in inventory first. And we are seeing a significant change in inventory over the last few months! The following data is important, especially active inventory. On a national basis, we saw record low inventory levels over the Winter. Last year, inventory didn’t bottom seasonally until early April. This year inventory bottomed in February (normal seasonal timing). The NAR reported inventory was down 10.4% year-over-year in April. Since then, other sources, such as Altos Research and Realtor.com, indicate active inventory was up year-over-year in May. I expect the local market reports will show inventory up year-over-year in May too. Denver, Las Vegas, Northwest, San Diego and Santa Clara Here are a few local comments …
From Denver Metro Association of Realtors® (DMAR): DMAR Real Estate Market Trends Report
After consecutive months of appreciation, negotiations and bidding wars, modest numbers this month became a sign that the market has returned to a semblance of ‘normal.’ … “As summer approaches, and Denver continues to see a shift from the peak of the real estate market, we will see changes in how the market operates compared to the beginning of the year,” commented Andrew Abrams, Chair of the DMAR Market Trends Committee and Metro Denver Realtor®. “Denver Metro’s housing market will be the story of two halves. The first of the year with unprecedented appreciation and the second half of the year with a return to normalization. From Las Vegas Realtors® Home prices set another record amid signs of a shift in local housing market, LVR housing statistics for May 2022. “The slowdown in sales and increase in our housing supply are signs that things may be starting to calm down a bit,” Ya think! [LVR President Brandon] Roberts said. “Even though prices are still going up, it’s welcome news for potential buyers to see more homes on the market. As we’ve been saying for months, the rate of appreciation we’ve seen over the past year or two seems unstainable." By the end of May, LVR reported 3,570 single-family homes listed for sale without any sort of offer. That’s up 75.8% from the same time last year. Likewise, the 797 condos and townhomes listed without offers in May represent a 50.7% jump from one year earlier.
From the Northwest MLS: Western Washington housing market "more balanced, and not so crazy - and that's a good thing"
"Home sellers really need to re-think their expectations," suggested Mike Larson, a member of the board of directors at Northwest Multiple Listing Service (NWMLS) when commenting on statistics summarizing May activity. The new report showed a significant increase in active listings compared to a year ago, a slowdown in sales, and prices still rising. Larson, the managing broker at Compass in Tacoma, said the days of "multiple offers and waived inspections, at least in Pierce County, are behind us." He described the market as "more balanced and not so crazy, and that's a good thing. Buyers are getting a little relief - not much, but a little as we're slowly easing back into the kind of market we had pre-COVID. Active Inventory in May. Here is a summary of active listings for these housing markets in May. Inventory usually increases seasonally in May, so some month-over-month (MoM) increase is not surprising. Inventory in these markets were down 28% YoY in February, down 4% YoY in March, up 10% YoY in April, and up 42% YoY in May! So, this is a significant change from earlier this year. This is another step towards a more balanced market, but inventory levels are still historically low.
Active Inventory in May
Here is a summary of active listings for these housing markets in May. Inventory usually increases seasonally in May, so some month-over-month (MoM) increase is not surprising. Inventory in these markets were down 28% YoY in February, down 4% YoY in March, up 10% YoY in April, and up 42% YoY in May! So, this is a significant change from earlier this year. This is another step towards a more balanced market, but inventory levels are still historically low.
Notes for all tables:
New additions to table in BOLD.
Northwest (Seattle) and Santa Clara (San Jose)
New Listings in May
And here is a table for new listings in May. For these areas, new listings were up 4.7% YoY.
Last month, new listings in these markets were down 3.7% YoY. San Diego pulled this down in May. But overall, we aren’t seeing a huge surge in new listings in these markets.
I can tell you that the new listings in SD-at least muh local area haz Skyrocketed in the last 2 weeks but offers and bidding wars still exist and I've seen props on the market for longer periods of time too so no one is immune to this
Closed Sales in May
And a table of May sales. Sales in these areas were down 6.9% YoY, Not Seasonally Adjusted (NSA).
https://calculatedrisk.substack.com/p/1st-look-at-local-housing-markets-753?s=r
Exxon Soars Above $100 For The First Time In 8 Years And Just Off Record High, As Wall Street Rushes In
Back in the fall of 2020, when Exxon stock crashed to the lowest price in two decades, trading below $40 and just couldn't catch a break with Sell reco across all of Wall Street's penguin brigade, we started recommending it first to members of our premium service, and eventually broadened our advice to everyone. Well, in a time when most "hedge" funds are running around like headless chickens, their unhedged FAAMG portfolios losing billions for among the Housecat Local community, we are delighted to tell readers that Exxon just rose above $100 for only the first time in 8 years, and was last trading at $102, a price last seen eight years ago in June 2014, when XOM was also the largest company in the world.
Of course, now that Wall Street is finally rushing in with the Buy recos...
*Exxon Raised to Outperform at Evercore ISI; PT $120
*Exxon Raised to $115 from $102 as Credit Suisse analyst Manav Gupta sees higher natural gas prices and higher refining earnings
*Exxon Raised to $117 from $104 at Goldman to reflect the bank’s conviction of higher oil prices this year
Even Cramer is bullish on the sector, some may say it's time to sell, and certainly all those who bought when we first brought up the name at $40 should take some profits, but the reality is that there is still much more upside because of things like this: TRAFIGURA CEO SAYS SEES $150 PER BARREL OIL PRICE AS REALISTIC NUMBER, COULD GO HIGHER
Since they can make that happen with the click of a mouse-remember the price was at -$40 in March of 2020-same shit here too
As well as the fact that energy still remains a tiny portion of most portfolios: at just under 5%, big-cap energy is more than 50% below where it was after the financial crisis, which means much more natural buyers coming.
Energy is now 4.8% of the market cap of the S&P500-- still well below its 13% mark immediately after the Great Financial Crisis. Small-cap energy is 8.8% of the Russell 2000, above the prior cycle's high. pic.twitter.com/Md1648C11P
Last but not least, the fact that refiners such as XOM continue to print money, with the 3-2-1 Spread the highest it has ever been meaning refiners are literally printing money, with $6 gas looming (looming??...already here in this state..where YOU been?!... as well as complete devastation for Democrats in the November midterms. Best of all is that this is happening as markets finally revolt against the fraudulent bullshit that is ESG by rewarding all those who never complied with the moronic groputhink of all that is "green" (see "Anti-Green Blowback: ESG Funds Suffer Biggest Monthly Outflows On Record") and pushing "evil, dirty" fossil fuel companies to all time highs. Congrats, hypocrite PMs, you went woke and while you may not be broke yet, you get to enjoy watching who all those who didn't make fat stacks while you cower in fear that the next phone call will be your termination.
https://www.zerohedge.com/markets/exxon-soars-above-100-first-time-8-years-and-just-record-high-wall-street-rushes
And Rex laughing all the way to the Bank but he'll never live down that he was fired by 45 while he was taking a shit on an Airplane....
John Kelly says Rex Tillerson was on the TOILET when he told the Secretary of State he was going to be fired
https://www.dailymail.co.uk/news/article-5511843/Rex-Tillerson-toilet-told-going-FIRED.html
Directs Soar, Foreign Demand Slides In Ugly, Tailing 3Y Auction
Unlike last month's stellar 3Y auction, today's sale of $44 billion in 3 year paper, the first auction of the QT era (if not really because the first actual TSY maturity does not take place until June 15), was mediocre at best. Starting at the top, the high yield of 2.927% was above May's 2.809% by 12bps, the highest since Nov 2018 and also tailed the When Issued 2.917% by 0.1 basis point, the first tail since march, and only the second tail for a 3Y auction of 2022. The bid to cover of 2.453 was well below last month's 2.595 but in line with the six-auction average of 2.470%.
The internals were uglier: Indirects, or foreign buyers, took just 51.5%, down from 62.0% last month and the lowest since October. And with 24.9% Dealers, on top of the six-auction average of 2.470%, Directs ended up holding 23.6%, well above last month's 18.0% and the recent average of 16.5%, and was the highest going back all the way back to December 2018.
And since they can't (reasonably just flip these to the NYFRB (yeah right see below) the rest of the world is waking up the the fact that this is just shitty paper-because of the % of dealer takedown-and they thought they were in the clear. Overall, a mediocre auction, which however was to be expected with yields sliding all day and vaporizing any buyer concessions; certainly nothing too ugly that a solid 10Y auction tomorrow won't help markets forget.
https://www.zerohedge.com/markets/directs-soar-foreign-demand-slides-ugly-tailing-3y-auction
See NYFRB Operations for the$11.693Bof 'lending today on the 10 year note.'''
we'll be there soon
I've seen several over $7 but there are plenty of examples, like near airports of $8-9/gl and those close to $10 or over in Big Sur and Mendocino.
Mrs has short commute but several in office well over 50miles a day just back and forth to office.
TITAN25 USAF E-4B Nightwatch on ground at Peterson AFB from JBA and likely waiting for...
RCAF CFC01 A330 departing from Ottawa Int'l to Peterson AFB, Colo SpringsMr Castro heading to Peterson AFB for some phaggitnesswith I got muh nightwatch back Lloyd Austin
2:45 p.m. The Prime Minister will arrive in Colorado Springs, United States of America-Peterson Space Force Base
3:05 p.m. The Prime Minister will participate in an official welcome ceremony featuring military honours by the Canadian and United States Armed Forces. Minister of National Defence Anita Anand will also be in attendance.
3:20 p.m. The Prime Minister will participate in a briefing session provided by members of the North American Aerospace Defense Command (NORAD). Minister of National Defence Anita Anand will also be in attendance.
4:40 p.m. The Prime Minister will observe a demonstration at Cheyenne Mountain Space Force Station. Minister of National Defence Anita Anand will also be in attendance.
6:30 p.m. The Prime Minister will meet with Canadian Armed Forces personnel from the North American Aerospace Defence Command (NORAD). Minister of National Defence Anita Anand will also be in attendance.
Then he leaves for the phaggotry in Los Angeles
7:30 p.m. The Prime Minister will depart for Los Angeles, United States of America.
https://pm.gc.ca/en/news/itineraries/2022/06/06/prime-ministers-itinerary-tuesday-june-7-2022
The US Is Now Sending the Bulk of Its Export Gas to Europe
Europe has dethroned Asia as the biggest destination for US liquefied natural gas as the energy-starved region seeks to slash its dependence on Russian supplies.
The US sent nearly three quarters of all its liquefied natural gas to Europe in the first four months of 2022, with daily shipments to the region more than tripling from last year’s average, the US Energy Information Administration said Tuesday. Last year, the bloc was the destination for only a third of American supplies. The increase means the US now accounts for nearly half of Europe’s LNG imports, about twice the share seen in 2021.
The Biden Administration has vowed to boost supplies of the super-chilled fuel to Europe after the bloc decided to move away from Russian gas in response to the country’s invasion of Ukraine in February. Even before that, the region had already been struggling with a supply crunch that sent European gas prices skyrocketing to unprecedented levels. The prospect of higher profits encouraged American suppliers with contract flexibility to deliver more fuel to Europe at the expense of other destinations.
Asia, which had been the destination for nearly half of US LNG cargoes over the past two years, has seen volumes slip by half in 2022, the EIA said.
The US has also boosted overall LNG export volumes this year. Shipments of the super-chilled fuel surged 18% from 2021’s level to an average 11.5 billion cubic feet a day following a capacity increase at Sabine Pass and Calcasieu Pass terminals.
https://www.bnnbloomberg.ca/the-us-is-now-sending-the-bulk-of-its-export-gas-to-europe-1.1775597
https://markets.businessinsider.com/commodities/natural-gas-price
>>137111 pb
>We are sending about 12 billion to 13 billion cubic feet of LNG EVERY DAY so how long can we continue to do this right? They are going to need to settle the issues they have with this on there own but I'm sure Biden will make us all continue to pay for it all-been the case so far.
ty muh fren
RCALSUX USAF F-18 from MCAS Yuma with a statement-seen him before kek!
RCAL
RCN1 (reticulocalbin 1, EF-hand calcium binding domain)
Protein-coding gene on human chromosome 11p13, also known as FLJ37041, PIG20, RCN, Rcal, proliferation-inducing gene 20.
Ecuador AF FAE001 Falcon 7xEcuador President Guillermo Lassoheading for LAX to the disaster known as the Summit of Americas
This phaggit (Bostic) did the same thing last year and then "adjusted" it a few weeks later and this is the same one who walked back his comments about pausing in September 6 days ago
Atlanta Fed Slashes Q2 GDP Again, Now Just 0.9% Away From Official Recession
Curious why stocks are soaring just days before the Fed is set to hike 50bps, and further tighten conditions when the first "QT maturity" shrinks the Fed's balance sheet by some $15 billion next week? The answer comes courtesy of the Atlanta Fed which just warned that the US is less than 1% away from a recession.
After a week of relentlessly hawkish Fed speakers (all pronouncing the economy's 'underlying strength', and all mercifully silent now that the Fed is in its blackout period ahead of next week's 50bps rate hike), the continued erosion in economic data has prompted The Atlanta Fed to slash its forecast for Q2 GDP growth from +1.3% to 0.9+%, meaning the US is now less than 1% away from a technical recession (after Q1's contraction).
According to the Atlanta Fed's GDPNow model estimate for real GDP, growth in the second quarter of 2022 has been cut to just 0.9%, down from 1.3% on June 1, and down from 1.9% on May 27. Yes, it is down 1% in ten days, and at this rate GDP will be negative in another ten days, officially triggering a recession. As the AtlantaFed notes, "After recent releases from the US Bureau of Economic Analysis, the US Census Bureau, the US Bureau of Labor Statistics, and the Institute for Supply Management, the Atlanta Fed nowcasts of second-quarter real personal consumption expenditures growth and real gross private domestic investment growth decreased from 4.4 percent and -8.3 percent, respectively, to 3.7 percent and -8.5 percent, respectively. Also, the nowcast of the contribution of the change in real net exports to second-quarter real GDP growth increased from -0.25 percentage points to -0.13 percentage points." In short: the US consumer is getting tapped out, just as we have been warning repeatedly. Which also fits with Jamie Dimon's recent "downgrade" of the economy from "storm clouds" to "hurricane"... and also makes some sense given the recent collapse in macro data relative to expectations...And longer-term, the trend towards stagflation could not be clearer. And thus increasingly problematic for The Fed, as the jawboning is driving rate-hike expectations higher once again. Meaning The Fed is hiking rates into a recession.
https://www.zerohedge.com/markets/atlanta-fed-slashes-q2-gdp-again-now-just-09-away-official-recession
All pb
>>135832 Here’s How the Fed Might Adopt Bostic’s Rate Pause in September
>>136939, >>136940 Mkt Fag: Futures indicated 'Sky' but din't last long as it was quickly sold to (you) and then hilarity ensued with the FED heads Bostic, Daly and Bullard "splaining"-edition + NYFRB operations 9th straight day over $2T
>>136883, >>136886, >>136891 Faith In 'Fed Put' Falters As Bostic Walks Back "Pause" Comments
Remember they told everyone what the plan was in February
Here is is AGAIN icymi for the 6th gorillionth time >>126758 pb FOMC Minutes: "Faster" is the Word-calculatedrisk
Mkt Fag: Again-"Stocks pare losses" right before Europe closes-how peeps don't see this is hilarious and clown ramp into 'Summit of Americas'-edition
The up button pushed at 10:10am est across them all and creating the space for whoever is next on the liquidation event list (D1 last friday) AMZN falling after it began it's 20:1 split...warned you about that one-it has had a big short position increase from April to May (covered yesterday) >>137728 lb 4th paragraph down early it is 122.10-2.69 (-2.16%) and close at 123.00-1.79 (-1.43%)
Seriously watch out in this because you need to understand that splits are just accounting tricks and nothing moar-multiply all this by 20 and you get the real 'action'. And as a ZH article points out "there is still an enormous size of legacy “Puts over Calls” into next week’s MASSIVE Serial / Qtrly Op-Ex, which means there is potential for significant inflection coming-out depending on what investors do with resetting hedges or letting them roll-off". So (((they))) will need to SKY this MOFO to avoid having to pay out on that imbalance.
And since the CPI is gong to be an unmitigated disaster (as fake as it is)-the clown ramp comenceth. They are doing a decent job of that right now and then this guy (Atlanta FED Head)-see cap#3 (KANGZZZZZ!) can't make up his fuggen mind AGAIN- >>137905 Atlanta Fed Slashes Q2 GDP Again, Now Just 0.9% Away From Official Recession
They'll fix this just like they did last year-he doesn't vote on policy stuff so he is the "reality" walk out to run cover for the rest of them. I still stand on what they did last week-raising them until September then nothing until after 2023 starts-unless they panic -and someone drops a huge bomb (trading-wise) on the markets because they have done that before too. Bernancke drops rates 75 basis points-Société Générale drops a huge trade (i.e they panicked and unwound a huge derivatives position on the SP500 futures at market prices-this caused Ben at the FED to panic......they knew all about this BS cause NO one can amass that amount and they-the A-suite execs-NOT know about it...thus the 'Rogue trader' shit was trotted out-and if he made them money you would never have heard of him....EVER.
Fed cuts rates 75 basis points in emergency move
https://www.marketwatch.com/story/fed-cuts-rates-75-basis-points-in-emergency-move
Jerome Kerviel-Société Générale and 'losing' €4.9 billion (roughly $7 billion) in "unauthorized trades
https://www.investopedia.com/terms/j/jerome-kerveil.asp
Trading Halts-and they are still scrubbing these everything back to 0523 is gone so look at these before they get rid of them
'''Novavax halted on 'pending news': "FDA advisers meeting on Novavax, a latecomer in COVID-19 vaccine race" https://www.chicagotribune.com/nation-world/ct-aud-nw-nyt-novavax-fda-covid-vaccine-20220607-piykwmevmbd3pdhoqjeslm7egq-story.html
It has not traded from the open and did not ALL DAY-'''This was a favorite of the Rumsfeld crew around 2005 and they were in this LARGE.
I remember there was a hedge fund who sent some office puke down to Mexico to go place an infected bird in the town square (Oaxaca I think) but it turns out the bird they used wasn't even endemic to Mexico so total fuggups at work -tried to create hysteria and couldn't even do that right
Another one is PMV Pharmaceuticals, Inc. (PMVP) halted limit down 4x so far 12.15-1.72 (-12.40%) and some data released on it's product and I gather it did not go the way the 'investors' likes it-so halted limit down 4x and it looks like the 4th time a charm as after that it's at 12.98-0.89 (-6.42%) and got it to go green too. These markets are so broken.
An ETF halted on "corporate action" VanEck Bitcoin Strategy ETF (XBTF) 28.75-1.94 (-6.33%)'''
Good look there when an ETF has to be halted on some Corporate fuggup. It Trades on the BATS exchange and actually Mr. Godzilla has a few things to say about how that whole thing was brought to market back in 2012
Godzilla: " Yeah they shoved this pile of stuff -see I'm getting better Mkt Fag san- out in 2012 and it basically went to almost zero and lasted all of 9.5 seconds-it was pretty entertaining to watch. They then told everyone it was 'technical' issues and were forced to withdraw the IPO becasue some Algorithm totally attacked it and equities that had symbols from "A to BFZZZ"-what they did not tell you is that Wall St did not want his out at all because they had not finished with ICE taking over all the other exchanges yet-that habbened in 2013-they then IPO'd it in 2016 and by then all the other exchanges were captured via ICE takeover."
Mkt Fag: "Here is the link to read up on that fiasco..I know you can't type with those big fingers" Trading Firm IPO Fizzles in Seconds https://www.wsj.com/articles/SB10001424052702304636404577299560502440118
Godzilla: "thanks nikka"...Mkt Fag: " NO...Thank you for bringing that up"
https://www.nasdaqtrader.com/Trader.aspx?id=TradeHalts
Here is the Short Interest defined as the companies with the largest proportions of outstanding shares currently sold short. Marketwatch's link for this is 404'd now so here is another one.
https://financhill.com/most-heavily-shorted-stocks-today
Top winner/loser Dow, NAS, SP500, NASDAQ 100-focus on NAS because it is by FAR the most bloated of all
Top winner/losers-DOW https://markets.businessinsider.com/index/market-movers/dow_jones
Top winner/losers-NAS 100 https://markets.businessinsider.com/index/market-movers/nasdaq_100
Top winner/losers- SP500 https://markets.businessinsider.com/index/market-movers/s&p_500
Treasury ComplexBacking off the 10 year from over 3% today as all that shit they are 'lending' is running out methinks-I dunno cause I ain't in the office to see what they actually do with all these worthless pieces of paper. But there is a reason they are lending it HARD in the NYFRB Securities Ops (10s and 30s) but they gotta make it appear as though they are gonna stop after Sept. because they have an election in Nov. and all those kiddos need the G.I. Joe with the Kung Fu grip (need retail sales strong as they can be with the public already maxing out credit cards with Consumer credit at record levels and not cratering for Christmas season plus the aforementioned election). The 30 year has backed off 3.20% and same story-managing it for the coming tsunami of housing inventory-right around Christmas time or just after the election it is gonna be S-H-I-T-T-Y on that front. You are just seeing that start with the weeky inventories were up last week YOY by 11%-yes that does go to eleven and will go higher. Summary: Treasuries were bid across the curve today (except the short-end), erasing much of yesterday's rate-lock surge in yields (2Y +1.5bps, 30Y -7bps) 10Y rallied back below 3.00% today, finding support (in yields) at the peak of the post-payrolls spike from Friday-see cap #3
Here is the latest read on Inventory, New Listings and Closed Sales in the west-where it is stoopid expensive: >>137874 1st Look at Local Housing Markets in May, Inventory up Sharply
>>137881 Directs Soar, Foreign Demand Slides In Ugly, Tailing 3Y Auction
FOREX-US$, Ruble, Yen, Pound, EUROUS $ not doing much of anything today however the YEN...Godzilla: "BWAHAHAHAHAHAHAHA-they are so screwed cause it's gone from 128 to 132 in a 5 days" is at 132.57+0.68+0.51% Mkt Fag: "Thank you for the discretion Mr Godzilla and I agree they have some issues there-I am watching them for a currency swaps to appear after it's done just like the one with the E.U. last week". Godzilla:" Yeah you caught that one I saw it friday when you popped it in but they did it on Tuesday and they were likely at work on the holiday (monday) to set it up and then conveniently did not report it until Friday-sneaky bastids." The Ruble is down by almost 1% at 0.016071-0.000156-0.96% and at the bottom of it's daily range so that is pretty much where it will stay. Euro just like the US $-nuffin and the Pound is up 1.2591+0.0058+0.46% and breached it's close from yesterday just after our markets opened-imagine that. Currency action for day can be seen in Cap#4-with the Yen highlighted as it is on it's way to 135
Godzilla:"Higher bro...there is a lot of printing they did after the 1980s bubble that still is present as they never, like you niggas, fixed any of the problems..just kept printing moar FIAT dosh to cover it up".
MetalsAg up today +0.18 +0.84% but very choopy after tath initial drop and buy back-and that drop came at the old tired open of the NYMEX session. Au is about the same pattern with the same drop on the NYMEX open and currently at +12.60 +0.68%. The gold/Silver ratio is thus this : $83.290+0.173(+0.21%) and a slight improvement.
Oil/EnergyWTI closed at just under $120 but it has backed off because of this and see below for Natty gas story-and the observations made last week about how much we are sending to Europe. They are in the link below
WTI Dips After Unexpected Crude Build, Gasoline Stocks Up Most Since Jan
Does this suggest demand destruction is beginning? But for now, demand destruction in gasoline at the pump , for instance, remains modest at its worst. WTI was trading just below $120 ahead of the API data and dipped . Goldman says $160 crude - which implies near $6 gasoline at the pump - is when demand destruction will truly strike. https://www.zerohedge.com/energy/wti-dips-after-unexpected-crude-build-gasoline-stocks-most-jan
>>137879 Exxon Soars Above $100 For The First Time In 8 Years And Just Off Record High, As Wall Street Rushes In + a remonder that Rex was taking a shit when he got fired
>>137894 The US Is Now Sending the Bulk of Its Export Gas to Europe
Pricing is is cap#5
See Cap#5 for Commodity pricing for today in Energy at Metals
1 of 2
2 of 2
NYFRB Operations todayThe Highest amount on a daily basis EVER for a second straight day-there is a correlation to the Yen and it's wild swings and the stand-alone Reverse Repos
Mkt Fag: "Mr Godzilla I'd like to to bring in another source here and you may not like it at all so you must understand that every story has two-sides to tell and I think you'll be ok but I know you hate this one".
Godzilla:" ohhhhh no not THAT phagitt...NOT Mecha-Godzilla!".
Mkt Fag:" Yes I'm sorry but we need to show a correlation here and since the BOJ is basically sitting on it's ass (it doesn't really have a choice here) we need the Ebil Godzilla to tell that story".
Godzilla:" Ok I'll deal but just don't ask me to talk to him...he's a total asshoe!".
Mkt Fag:" I'd like to introduce Mr. Mecha-Godzilla to explain just what is going on with the Yen and these Reverse RepoOperations...Mr. Mecha-Godzilla...the floor is yours".
Godzilla: "fakku ana tano oshiri!!"
Mkt Fag: "ok cut his mic for now".
Mecha Godzilla: " Same to you buddy!!.....anyway we are so fuggen screwed because we own the most US Treasuries and since the Yen has been strengthening and weakening and that forces the NYFRB to up the amount of the Reverse Repos to account for that..see last week it strengthened so 'Jerry' and the Bois over there could back this off a little but since the last 5 days it's gone from 128 to over 132 they have had to increase these to match that devaluation-again cause we own SO much of this shit and have to exchange our 'cash' for moar of it-it also involves bailing out the money market funds in your country but the biggest part of it is this because of the reason I already mentioned".
Mkt Fag: " Yes..I have seen that over the last few days too and that you mentioned the bailout of our money market system that is also a key part of this-since our population would never even get close to accepting another bailout like in 2008-it actually did not (it was something like 30:1 against) but we couldn't do anything about it so they knew that and did it anyway...thank you for your contribution Mr. Mecha Godzilla."
A total of$2.091.47Tin overall transactions today just to get to the next day-nuffin to see here-this Repo is for overnight and uses 98 counter-parties so 5 moar today and increase of $8Bover Monday 11th day over the $2T mark overall and this is to get to Monday'''
Another record overall amount from the NYFRB by $47B moar than Mondays record overall
Reverse Repossee cap #2 $2.091T and $47B moar than Monday and the biggest ever
'Temporary' lending at a $2t level...they said the same thing about removing the $ from muh Gold standard in 1971..."it's just temporary"
https://www.newyorkfed.org/markets/desk-operations/reverse-repo
Mortgage Backed Securities (MBS)See Cap #3 Lower on the submitted side today $4.365B submitted vs. $1.711B accepted in two operations-less submitted today by $3.253B and less accepted by just $23m These settle on July 14th and 18th
The fifth 'official' day of QT and dropped what they submitted but the NYFRB basically accepted the same amount $23m https://www.newyorkfed.org/markets/desk-operations/ambs
Securities Lending OperationsSee Cap #4 $39.260B submitted and ALL accepted'''
This is creeping up as it dipped prior to the 'start of QT' so as MbS said last week they are just moving this shit to this column.
Submitted moar by $1.280B and ALL of it taken. 10 year Note CUSIP #91282CEP2 biggest at $11.693B-this is the same 10yr note as yesterday increased this one by $1.621B today These were just issued on May 16th -so only held for 26 days total. . Second biggest amount is the 30 year note #912810TD0 at$3.969Band $418m less of this today-than Monday.Increasing these hard and directed at 10 year and 30 year notes'''$15.662B directed solely at managing the mortgage rates for homes because they 'started' QT 6 days ago....and they increased this pile by $1.203B and all of it directed at the 10 yr. https://www.newyorkfed.org/markets/desk-operations/securities-lending
Central Bank Liquidity Swap OperationsNone reported today
https://www.newyorkfed.org/markets/desk-operations/central-bank-liquidity-swap-operations
https://finance.yahoo.com/quote/%5EIXIC
https://www.marketwatch.com/investing/bond/tmubmusd30y
https://www.marketwatch.com/investing/bond/tmubmusd10y
https://www.investing.com/charts/forex-charts
https://www.kitco.com/charts/livegold.html
https://www.kitco.com/charts/livesilver.html
https://www.livecharts.co.uk/MarketCharts/ngas.php
https://www.macrotrends.net/2566/crude-oil-prices-today-live-chart
https://www.cmegroup.com/markets/metals/precious/silver.volume.options.html#optionProductId=458
https://goldprice.com/gold-silver-ratio/
https://tradingeconomics.com/commodities
noes I got to shorten that up but once I get the point across it'll get tighter
Think that is the 'cash'-all that yen they printed for decades which is keeping the $ propped-the conversions to it so they can soak it up-but they still 'tested' the currency swap system-mebby that was a clue to us...dunno but they have not done one in large #s and it could be because they don't have to-already 'doing it' via the reverse repos.
Just a theory-can't really prove it because those are not broken down far enough..and how convenient in that case.
It is taking 'cash' in and pushing out paper-that much I do know.
When I said long ago it ends with the BOJ-THAT is how.
imma collecting here now
#933
>>137849 Hungarian AF HUAF615 Falcon 7x already arrived and departed Chievres AB, Belgium-about 40 minutes on ground
>>137858, >>137863 Great Reset: State Planning Harsh COVID-Style Lockdown in Event of Fuel Shortage
>>137865 SAM940 USAF C-40B sw from JBAWH NSO AC German AF GAFMED1 A310 inbound from Koln/Bonn (Luftwaffe Home Base)
>>137868 VVPE460 US Navy MQ-4 Triton drone from NAS Jax on the track at 45k ft
>>137869 US Defense Secy Lloyd Austin To Visit Indo-Pacific To Contain Chinese Assertiveness
>>137872 SAM245USAF C-40State Dept Aand RCH4151 USAF C-17 Globemaster departed JBA to accompany Austin to Singapore
>>137874 1st Look at Local Housing Markets in May, Inventory up Sharply
>>137876 Russian bakers bakin lotsa bread
>>137879 Exxon Soars Above $100 For The First Time In 8 Years And Just Off Record High, As Wall Street Rushes In
>>137880, >>137884, >>137889 UK feelin it at the pump
>>137881 Directs Soar, Foreign Demand Slides In Ugly, Tailing 3Y Auction
>>137885 Bannon subpoenas Pelosi and House January 6 committee members to fight contempt charges
>>137887 RCAF CFC01 A330 departing from Ottawa Int'l to Peterson AFB, Colo SpringsMr Castro heading to Peterson AFB for some phaggitnesswith I got muh nightwatch back Lloyd Austin
>>137890 Italian AF IAM1496 G5 inbound to JBA from Rome Depart
>>137891, >>137898 SAM940 USAF C-40B on ground at LAX SAM940 USAF C-40B on descent for Los Angeles Int'l from JBA depart WH NSO AC
>>137894 The US Is Now Sending the Bulk of Its Export Gas to Europe
>>137900 EXEC1F C-32A on ground at Burbank Airport from Flagstaff Airport, AZ depart-Arrived about 45 minutes ago
>>137903 RCALSUX USAF F-18 from MCAS Yuma with a statement-seen him before kek!-RCAL-RCN1 (reticulocalbin 1, EF-hand calcium binding domain)
>>137905 Atlanta Fed Slashes Q2 GDP Again, Now Just 0.9% Away From Official Recession-(Bostic) did the same thing last year and then "adjusted" it a few weeks later and this is the same one who walked back his comments about pausing in September 6 days ago
>>137906 SAM245 USAF C-40B State Dept AC and RCH4151 USAF C-17 Globemaster on the ground at Peterson with TITAN25 already arriving before those two
>>137907, >>137908, >>137927, >>137929 Mkt Fag: Again-"Stocks pare losses" right before Europe closes-how peeps don't see this is hilarious and clown ramp into 'Summit of Americas'-edition +NYFRB Ops (another Record High) and Mecha-Godzilla helps out today
>>137913 @conservativeboxnews- SDNY Political Witch Hunt against ‘We Build the Wall’ Ends in Hung Jury
>>137914 @AwakenedOutlaw-For what it's worth @DevinNunes just liked this post by our own @lizcrokin...John Podesta and Media Matters
>>137915 @ARMY-Swift response
>>137916 X-22 DS Attempting to Establish New Narrative [Riots] Countermeasures In place #2793
>>137917 @Marines-Increasing force readiness.
>>137921 Trudeau and Austin on ground at Peterson AFB......So GHEY
>>137926 @conservativeboxnews-Tucker Carlson: "What we're seeing here isn't really about Peter Navarro or Steve Bannon. What we're seeing is a massive escalation in the use by the Democratic Party of our justice system for partisan revenge."
>>137931 @Spaceforce-Spaceforce dod Radomes at Buckley #SpaceForce Base play a decisive role in the defense of our nation as a critical component of the strategic missile warning architecture.
Right on cue after this earlier today >>137830 now the "financing" is in jeopardy-see how they make it about something else when the truth has the potential to be uncovered...
Elon Musk Twitter deal financing put on hold over threats
Elon Musk's bid to purchase Twitter has been put on hold over concerns about his ability to arrange new financing that would limit his cash contribution to the $44 billion acquisition amid his threats to walk away from the deal, according to media reports. The SpaceX and Tesla CEO has threatened to walk away from the deal over Twitter's alleged refusal to provide him information about spam bots and fake accounts on the social media platform.
In a letter to Twitter on Monday, Musk's lawyers wrote they have repeatedly asked for the information since May 9, about a month after his offer to buy the company, so he could evaluate how many of the company’s 229 million accounts are fake. Musk has long been fixated on Twitter's bot problem as a reflection of the platform's true value. He has more than 97 million followers. Twitter said in a statement Monday that it has been cooperatively sharing information with Musk "in accordance with the terms of the merger agreement" and noted that the deal is in "the best interest of all shareholders."
"We intend to close the transaction and enforce the merger agreement at the agreed price and terms," it added.
Musk is on the hook to pay $33.5 billion to fund the deal, Reuters reported. He has been in discussions to arrange $2 billion to $3 billion on preferred equity financing from a group of private equity firms to fund the Twitter purchase.
A source told the news outlet those discussions are on hold until there is more clarity about the future of the purchase.
A Twitter spokesperson told Fox Business the company had no comment. Fox Business also reached out to Apollo Global Management, the firm the group of equity firms involved in the financing of the deal.
https://www.foxbusiness.com/technology/elon-musk-twitter-threats
that was mean't for them as well-as in ty for picking it up
>not a small # muh fren
>that a BIGGUN
gibs me a minute
can feel the jellyness oozing from the complain about everything crew you know where-they know what going on w TS and this
I know they do.
>why they don't make qr better is beyond me
THAT is it 1000%
Just won't go any longer-it's just the same people saying the same shit and they all think they 'know it all'-IP hoping furiously to make it appear busy...it ain't
The best example I can give is the 45 AC stuff-like why wouldn't you want to know he was on way or landing but when I post it it's fuggen crickets-and then you know who posts it-like how did they get that right?
They din't stumble on it that is for sure and never have
Even RSBN picked it up cause I know that is where they got it from the last rally
How dipshit stays in there and goes on about the same shit over and over-but they paid.
Coke does wonders for thatattitude too. kek
I don't like that it became that but that is it's own fault for exactly that reason...CAN improve it but refuses to.
You saw someone came in here and asked "is anyone baking in QR from here?
"faggit sez wut?"
You've got to be kidding me to even ask that.
But they do.
ok thanks-see dis why you good for that
would hate having to monitor that shit and watch it all the time-but if you get blowback you let me know and I'll give you whatever you need to counter if you don't have it.
Don't fuqs with muh fren (you) mang
Happy to do muh job here in muh "vacuum" so to speak
RCAF CFC01 A-310Trudope leaving Peterson AFB for Los Angeles Int'lhe saw that that load of blow was on it's way from Bogota and went-"shit I gotta get me some of THAT! before kneepads and Pelosi clean it out"
Canadian Prime Minister Justin Trudeau and Defense Secretary Lloyd Austin walk into NORAD / Northern Command headquarters in Colorado Springs
https://twitter.com/jackdetsch/status/1534288284922281984
SOOOO GHEY
thank you!
imma gong now
all done
chair and me not getting along about this time of night
>little local action NS ta leave by
ttyitm night