Anonymous ID: e1f48f May 12, 2023, 8:55 a.m. No.18835624   🗄️.is đź”—kun   >>5801 >>5829 >>6076 >>6239 >>6285

>>18835544 lb One month T bill

 

Credit Default Swaps Rate on 1month +87.17% and 1y +450% T Bill/Note

https://www.investing.com/rates-bonds/world-cds

 

from May10

US Default Swaps Are Now More Expensive Than Brazil, Mexico

The cost of insuring Treasuries against default now eclipses some emerging markets as the American government gets closer to running out of money. US credit-default swaps are more expensive than contracts on the bonds of Greece, Mexico and Brazil, which have defaulted multiple times and have credit ratings many rungs below that of the US’s AAA.

 

Few investors doubt that America will make good on its debts. But even a technical default — one that merely delays interest and principal payments — would roil the $24 trillion Treasury market, the bedrock of the global financial system. For holders of the credit-default swaps, such a scenario would yield a lucrative return.

https://www.bnnbloomberg.ca/us-default-insurance-cost-eclipses-brazil-mexico-as-x-day-nears-1.1918194

Anonymous ID: e1f48f May 12, 2023, 9:21 a.m. No.18835756   🗄️.is đź”—kun   >>5829 >>6076 >>6239 >>6285

Realtor.com Reports Weekly Active Inventory Up 31% YoY; New Listings Down 16% YoY

 

Active inventory was up at a slower pace, with for-sale homes up just 31% above one year ago. The number of homes for sale continues to grow, but compared to one year ago, the pace is slowing.

…

• New listings–a measure of sellers putting homes up for sale–were down again this week, by 16% from one year ago. The number of newly listed homes has been lower than the same time the previous year for the past 44 weeks. Cap#1 year-over-year change in inventory according to realtor.com. Inventory is still up year-over-year - from record lows - however, the YoY increase has slowed sharply recently. This was the smallest YoY increase since October. The recent trend suggests active inventory could be down YoY in Q3!

https://www.calculatedriskblog.com/2023/05/realtorcom-reports-weekly-active_0982117049.html

 

(When they pause-at next meeting-that will NOT be the case because everyone who waited will try to 'beat' e'one else onto the market to salvage the rest of the summer selling season)

Anonymous ID: e1f48f May 12, 2023, 10:10 a.m. No.18836040   🗄️.is đź”—kun   >>6076 >>6239 >>6285

Priva Health sold by Goldman Sachs Asset Mgmt Division: $536,472,909 on May 8th as a secondary

 

Privia Health Announces Upsized Pricing of Secondary Offering of $936 Million of Common Stock

https://www.marketscreener.com/quote/stock/PRIVIA-HEALTH-GROUP-INC-122186759/news/Privia-Health-Announces-Upsized-Pricing-of-Secondary-Offering-of-936-Million-of-Common-Stock-43744480/

 

Jeff Bernstein has been a managing director in the Asset Management Division of Goldman Sachs (GS AMD) since January 2020, having previously held the positions of Vice President and Associate beginning in July 2010, focusing on private equity activities in the healthcare sector. Prior to joining GS AMD, Mr. Bernstein was in the Healthcare Group in Goldman Sachs’ Investment Banking Division from June 2008 to June 2010. Mr. Bernstein serves on the boards of Brighton Health Plan Solutions, Capital Vision Services (referred to publicly as MyEyeDr.) and Sapphire Digital,and is a board observer at Advanced Recovery Systems. He previously served on the boards of Golden State Medical Supply and Upstream Rehabilitation. Mr. Bernstein received an AB in Economics, magna cum laude, and a certificate in Finance from Princeton University.

https://ir.priviahealth.com/board-member/jeff-bernstein

 

Privia Health Group, Inc. is a technology-driven, national physician-enablement company. The Company collaborates with medical groups, health plans and health systems. It enhances physician practices, develop patient experiences and doctors for delivering care in both in-person and virtual care settings. The Company’s platform is purpose-built, organizing physicians into value-based and primary-care centric networks bolstered by physician governance, and promotes a culture of physician leadership. The Privia Platform is powered by the Company’s proprietary end-to-end, cloud-based technology solution that integrates both Privia-developed and third-party applications into an interface and workflow that manages all aspects of its Privia Providers provision of healthcare services (the Privia Technology Solution). It provides management services to each Medical Group though a local management services organization.

https://www.marketscreener.com/quote/stock/PRIVIA-HEALTH-GROUP-INC-122186759/company/

 

https://finviz.com/insidertrading.ashx?oc=1859499&tc=7&b=2

Anonymous ID: e1f48f May 12, 2023, 10:25 a.m. No.18836095   🗄️.is đź”—kun   >>6239 >>6285

>>18835671

HEFTY22/26 and FRED25/28 C-5 Galaxy(s) ES from Travis AFB heading down the CA central valley and Mexi Po-Po XCOPF 727 arriving at Tijuana Int'l from Mex City depart

 

C5s and C17s have a training facility at Travis AFB so not unusual to see them in and out all the time-four heading towards the border on today…not very usual

Could be something…could be not

Keep an eye on it