Anonymous ID: 84aeaa April 27, 2022, 1:45 p.m. No.16165819   🗄️.is đź”—kun   >>5847 >>5854

Mkt Fag: the relief 'rally' early but wait a minute in the NAS and muh BTFD kinda fizzled out dhere and lost it's mojo edition

 

Opened up based on Futures then a whoosh upwards and then back down to the necklines on all of them-so the shorts got reloaded with that and then promptly had to exit that 'short bus' on the DOW. NAS haz muh block at 11:36am @ 1.62B reported as a sales (moar than 50% of volume on that are sales…the reverse when they are 'green' and another at 1:46pmEST of 2.49B as 'sales'. Meta (FB) had a 'leak' of it's earning earlier today which was quickly retracted-the stock dropped and then popped right back up "nuffin to see here"-market makers are at work in FULL effect here. It certainly cooled off the BTFD crew as it's been sideways all day since the start in any case. We'll see if this *META PLATFORMS SEES 2Q REV. $27B TO $29B, EST. $30.74B was the truth. FB shares never recovered from that and although they pushed it right back up they are now, essentially right back at those lows-allowing big boi exits because those #' are probably true. Well over Avg volume and that picked up right after the 'leak' in a big way-and right on cue the headline came out Facebook parent Meta posts mixed earnings results and although muh equity is up in AH that is berry east to manipulate AND you have to match size and price so there are no "market orders" here. The NAS dipped red into the close but was 'supported' as soon as it hit the neckline about 20 minutes prior to close-and would have been much worse if they din't "start helping then. Same thing on the DOW but it has been solidly in the green all day-excepting it's brief drop below yesterdays close -for 10 minutes then the 'bots kicked in and 'up' it went and STRAIGHT up for the next 14 minutes on the DOW-getting out of 'danger'. Smallcaps (^RUT) fell off a cliff several times today. Right at 10amEST it was a HALO drop that bottomed out at 10:30am and then got choppy trying to regain that drop only to have another HALO drop at 2:44pm EST-major liquidations going on here too with that type of action. It did manage to arrest it's fall somewhat starting about 40 minutes into the close. It still was the worse performer of the majors today at -5.37(-0.28%). NFLX -9.86 (-4.97%) clobbered again and that is heading to under $100 easily-might take a bit but it will be there. $50 is not out of the question imo.

On Elon Musk

>>16161502, >>16163993 pb this proves what was posted last night (and ignored) and reflects thereality of the #'s in the article support what was stated in the report of yesterday namely the #'s on what will happen should TSLA equity fall to $570/sh. It wasn't all over the inet when I posted the #'s here: >>16159264 pb but it WAS later that evening..it also proves that Mr. Musk couldn't back up his 'statement' of "securing funding" at $420/sh to take it private-which is why he got his twatter ban and pee=pee whacked. You should really ask yourself this about all this Twitter thang….how do you get rid of evidence?….buy the company. #'s don't lie…people do.

 

Treasury complex see cap #3 -had a 5yr auction today and it was Meh…highest yields since Nov 2018 with foreign buyers aka Mrs Watanabe''' took out 64.0% which left the direct buyers with moar than usual @19.5% and muh primary dealers only had to soak up 16.5%, below the 18.9% recent average. The rates overall did not change because of this auction-sometimes they affect them but today…no. 10yr yields rose steadily with some "wobbles" early on but kept the trend intact and getting above 2.8% and walked all along that until finally breaking through later on and solidly above at roughly 2.824% +0.094. Treasuries were unceremoniously dumped today across the board with yields up around 8-10bps. The trading pattern was similar with buying in Europe and selling in US, but we note that Treasury yields are all still lower on the week.

https://www.marketwatch.com/investing/bond/tmubmusd10y

 

US $, Muh Yen and Ruble Dollar-see cap#4 for a 3 month chart-continues it's march upwards (DXY) extended recent gains this week, taking out the COVID crisis highs of March 2020. Muh Yen 128.37 +1.14 0.90% still heading to it's inevitable meeting with 130 and last week just putit off for a short time. Now the Rouble is on a fuggen TEAR and continues it's ascent value -wise and shows no signs of stopping. Brilliant move to force the EU to pay in rubles as it creates a necessary floor in it as they habs to convert them using Russian Banks-if you do not then NO GAS GAS FOR YOU!-see article below on Italy already 'preparing' for this.

https://www.marketwatch.com/investing/currency/usdjpy

Metals- Au -20.20 -1.06% and Ag -0.21 -0.89%' continued the whackage with Au gettin it moar-seems they need it to catch up and that will decrease the Gold/Silver ratio slightly and it is still above 80:1-this is still a YUGE gift..please take advantage of it you will NOT be disappointed https://''goldprice.com/gold-silver-ratio/

It is still above 80oz per Ag to 1oz Au-so DO eeeet. 81.047 +0.042 (+0.05%)

These numbers don't really move much after 1:30pm EST as that is the 'print' time for them-so these may habs moved a little from the posting of them in here. It used to be a clockwork thing for Mkt Fag when it was on it's way up in 2011 as I would always go in on a Tuesday (weekly print day) to sell muh Au-and he always "hated" ta see me but we laugh about it as I've established a good relationship with them-they are a total never Trumper but I don't care-he largely keeps the politics out of our discussions.

 

Oil/Energy- Oil bounced off $100-almost exactly-this came out earlier too re: Russian Oil output and Natty gas prices are soaring again-see below on Italy making plans ($6.3B worth of 'em) in Aid packages-muh money laundering continues unabated. Dunno how much you can believe it but this headline is 'out there' regarding Russian Oil output and probably why oil got it's bounce right on $100-but it's looking pretty tired at $102.xx

Russia estimates its oil output could fall as much as 17% this year, signaling worst crash since the 1990s, report says

https://markets.businessinsider.com/news/commodities/russian-oil-output-crash-17-percent-ukraine-war-sanctions-2022-4

Italy Readies $6.3 Billion Aid Package Amid Russian Gas Standoff

*Measures to be funded from borrowing plan unveiled this month

*Rome is ready to halt gas payments if ruble request confirmed

https://www.bloomberg.com/news/articles/2022-04-27/italy-readies-6-3-billion-aid-package-amid-russian-gas-standoff

European gas prices have surged 28% since Russia halted supplies to Poland and Bulgaria

https://markets.businessinsider.com/news/commodities/european-gas-price-russia-halts-supplies-poland-bulgaria-dutch-futures-2022-4

https://www.macrotrends.net/2566/crude-oil-prices-today-live-chart

The NYFED continues NOT to take all the MBS via Agency Mortgage-Backed Securities Operations-the system is throwing at it: they tried $3.13B but only $1.43B accepted

https://www.newyorkfed.org/markets/desk-operations/ambs

Some Headlines'

Pending home sales slip for fifth straight month

https://www.foxbusiness.com/economy/pending-home-sales-slip-fifth-straight-month

Russian central bank puts brakes on sale of shares converted from GDRs

https://www.reuters.com/world/europe/russian-central-bank-puts-brakes-sale-shares-converted-gdrs-2022-04-27/

and this from Total-not a small amount dat….

TotalEnergies Takes $4.1 Billion Charge on Russian LNG Project

Total Energies SE will take a $4.1 billion write-down to reflect the uncertain future of its Russian liquefied natural gas project due to sanctions. The French energy giant is taking the accounting charge after refusing to exit Russia. Most of its peers, including BP Plc and Exxon Mobil Corp. and Shell Plc, are leaving the country in protest at the Kremlin’s military aggression in Ukraine. Total Energies had $13.7 billion of capital employed in Russia at the end of last year

https://www.bnnbloomberg.ca/totalenergies-takes-4-1-billion-charge-on-russian-lng-project-1.1757907

 

gee I wonder why Carvana bonds got hammered today…….

Apollo to Purchase $1.6 Billion of Carvana Bonds

https://www.wsj.com/articles/apollo-to-purchase-1-6-billion-of-carvana-bonds-11651084271

Apollo should be well-know to you via the Epstein connections

Carvana 10% owner Ernest Garcia was a heavy seller last year and has been for a few years and just made a purchase via Verde Investments $408m of Class B and conversion to Class A

https://finviz.com/insidertrading.ashx?oc=1017608&tc=7

In 1990 he pled guilty to a felony bank fraud charge for his role in the Lincoln Savings and Loan Association collapse

How An Ex-Con Became A Billionaire From Used Cars

https://www.forbes.com/sites/nathanvardi/2017/12/18/how-an-ex-con-became-a-billionaire-from-used-cars/

https://www.kitco.com/charts/livegold.html

https://www.kitco.com/charts/livesilver.html

https://finance.yahoo.com/quote/%5EIXIC?p=%5EIXIC