PlaneFag CONUS Activity
Same here pretty quiet
SAM495 G5 arriving at JBA from MacDill AFB (CENTCOM) overnight with 82-8000 747 out from JBA on a cert/maintenance flight and gonna do some roundies at Atlantic City Int'l
92-9000 (the 'missing' 747 aka VC-25) had a quick cert flight on 0329 out and back to JBA so I would say they are just about ready to return that to active service
SPAR692 Learjet 35 arrived at JBA from Scott AFB depart
German AF GAF685 Global Explorer left Teterboro airport, N.J. after an overnight and is heading to Chicago-arrived from Koln departure yesterday and a stop at St. Johns Newfoundland prior to Teterboro arrival
Cap#3
New York City Po-Po Bell Ranger 429 Global Ranger over Manhattan for the shit show
OTC Derivative positions Q4 2022-Goldman Sachs takes the 'top' spot from JP Moran
This report came out a few days later than normal-they got it out the door on 0331 when it usually is a few days before the end of the Qtr. This is a lagging report as it covers the close of Q4 2022 so we will get Q1 2023 at the close of the 2nd Q for 2023, and closed December 31st.
The biggest change (and never seen it before) is that JP Moran is now in position #2 and does not have the biggest amount of derivatives..that title goes to Golman Sachs now (who has always had the smallest amount of assets backing the biggest amount of derivatives). That is now at $486.967B "backing" $52.637T in value and the change is largely because of two factors-JP Moran shedding $4.825T in total derivatives while Goldman Sachs added $1.671T from Q3 to Q4 '23. Also of note is that the total amount of 'assets' Goldman Sachs has backing this shit pile decreased by $26.938B in the same time period
Cap#2 is current report and Cap #3 in from Q3 '23 so you can see the changes. Goldman Sachs actually had a little moar than this in derivative exposure during the 2008 market event but since they did hold a banking license they did not have to report that to this reporting structure..since then they have a commercial bank called Marcus (big time fail dhere). It doesn't really matter as they just take this information and publish it-in no way, shape or form does the regulator actually do anything wit this.
The other notable thing is that the silver derivatives keep decreasing and you can see that in Cap #4-even though they obfuscate those (they placed Gold back to the 'Precious Metals" bucket when it was located in the FOREX area-in January 2022 see yellow highlight on Cap#4 and they did that on purpose so that you can't really see what is going on with that swap arrangement between Bank of America and JP Moran for Physical Silver-those are all short term leases (the orange in Cap#4) that began expiring last year (and that deal between BofA and JP Moran was done all throughout 2021 as it was placed on immediately after JP Moran got the DOJ fine for manipulating the Metals market in 2020-fined for $920m but then booked about the same amount in other commodity trading-this is how it's done…you 'lose' on one side but 'gain' on another and they ALL do this.) You can see the steady decrease in that all year and it's not becasue they are doing less gold manipulation…this is the silver short term leases expiring and since that change was made you can't quantify exactly how much it really is but it is going down.
Cap#5 shows that the top 4 hold the bulk of all derivative contracts and after #5 (Wells Fartgo) it drops off substantially
Here is a list of all US Bank Derivative Exposure and it reflects the current report released on March 31st 2023
Banks Ranked by Derivatives
https://www.usbanklocations.com/bank-rank/derivatives.html
Page 18 for Notional Amount of Derivatives Contracts, Page 34 for Four Banks Dominate in Derivatives and Page 43 for Notional Amounts of Precious Metal Contracts by Maturity
https://www.occ.gov/publications-and-resources/publications/quarterly-report-on-bank-trading-and-derivatives-activities/files/pub-derivatives-quarterly-qtr4-2022.pdf
https://www.occ.gov/publications-and-resources/publications/quarterly-report-on-bank-trading-and-derivatives-activities/files/pub-derivatives-quarterly-qtr3-2022.pdf
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they did Not hold a commercial banking license (Goldman Sachs)
chek't dubs of BRICS storm gathering pace
SAM505 G5 left Sacramento Int'l Airport after an overnight-arrived yesterday from JBA depart and this one has been used as AF2 by both pence and kneepads in the past
German AF GAF685 Global Explorer departed Chicago O'Hare int'l after a ground stop
Mexican Po-Po XCOPF 727 NW from Mexixo City Int'l
SPAR692 Learjet 35 out from it's JBA ground stop with 82-8000 747 still doin' roundies at Atlantic City Int'l
SPAR=Special Priority Air Resource
>CALL THAT SHIT AND CHQ PLZ
>>18639077 OTC Derivative positions Q4 2022-Goldman Sachs takes the 'top' spot from JP Moran
^^
>Deutsche Bank?
theY don't have anywhere to 'put that' (ala Credit Suisse into UBS) and the myriad of other examples over the years-CountryWide and Merrill into BofA but another example so no one wants a shotgun wedding with them. The only real place it could go (and stay in the same system) is Commerzbank and they walked away from that
The only real thing they can do is have the EU take them on like the FED did with IndySmack-split the "good from bad" and put it in the spin cycle until later
dollar dumped at same time
https://www.marketwatch.com/investing/index/dxy
too much demand destruction in Oil-they'll keep cutting