TyB
Stellar work
>$65.7 million in call options
Those are long gone as today’s shitty action would have done a lot of damage as it traded sideways and then lost 5% on the day
Why dint this douche say something yesterday about it?
Answer: he shorted it yesterday
This is the game:give “advice” after they’ve already done the opposite cuz why would he give a shit a day later after the spike?
>and didn’t tell us
It was in the schedule and….
>>20968060, >>20968072, >>20968089, >>20968136, >>20968402, >>20968429, >>20968642 lb
Some of us knew all day
;)
Hedge Funds Flip Flop on Yen Option Trade as BOJ ‘Spooks’ Market
(They say this time after time but they really can’t stop buying its own debt-they’re just trying to take heat off this by jaw boning cuz muh yen was back over 157/$ so out come the “talkers” but it sure looks like they did something to it yesterday with that steep drop and it’s not JUST dollar weakness. Thelong trade is crowded so what do you think they’ll do to that?…usually crowded trades get screwed cuz they can-but this is a bit different since they -BoJ has to defend the currency and everyone knows it. The BoJ bought it hard using cash at end of April-now if they continue to do that they won’t need to sell our US Treasuries-like they did last Oct-but they had help from them the NYFED to do it with the cash buys as they did not sell Treasuries-China was busy doing that according to the latest TIC data)
Hedge funds are backpedaling on yen option trades with a sudden spate of bullish bets on the currency, according to market participants. Just last month leveraged funds piled into option bets that the yen would fall back to 160 versus the dollar. That changed this week with funds now buying yen call options, which gain in value if the currency rises versus the greenback. The dollar-yen fell back below 155 on Tuesday after Bloomberg News reported that the Bank of Japan is likely to discuss the reduction of bond purchases as early as its policy meeting next week. The stronger yen has dimmed the allure of the carry trade. “Real money and tail risk funds have started to look at yen calls with some urgency due to the noise coming from policymakers onshore in Japan,” said Ruchir Sharma, London based global head of FX option trading at Nomura International Plc. “Concerns around possible quantitative tightening by the BOJ have spooked the market.”
That’s not the only catalyst that has sent the dollar-yen tumbling. Disappointing US economic data has also weighed on the dollar by sending US yields lower. Traders are pricing in a greater probability of the Federal Reserve cutting interest rates by as much as 50 basis points this year.
The increased demand for yen call options has resulted in higher premiums to hedge dollar-yen’s downside. The cost of hedging dollar-yen declining compared with rising over the next two weeks, which covers both the Federal Reserve and Bank of Japan policy decisions, rose to its highest level since April 29 on Tuesday. Dollar-yen is not the only carry trade that is experiencing a reversal of fortunes this week. The Mexican peso-yen trade was also upended following the nation’s election results.
Carry trades have been “taken to the woodshed,” wrote Chris Weston, head of research at Pepperstone Group Ltd. A central theme in the past 24 hours of trading has been a “vicious unwind of Emerging Markets FX carry positions, where various election outcomes have driven an intense repositioning. At the epicenter of the flows has been MXN/JPY – perhaps the global poster child of a well-owned carry position,” he added.
Investors are now focused on US ISM services data due later Wednesday, and the nation’s employment data on June 7, as they will feed into the US central bank’s latest dot plot due next week. If the data disappoints dollar-yen is poised to fall further as traders price in an even higher probability of at least two Federal Reserve rate cuts this year.
https://news.bloomberglaw.com/capital-markets/hedge-funds-flip-flop-on-yen-option-trade-as-boj-spooks-market
https://tradingeconomics.com/japan/currency
He did this twice
Once in 2011 (this story) and again in 2023
Paul Krugman Says A Fake Alien Invasion Would Fix The Economy
Paul Krugman says: "If we discovered that space aliens were planning to attack and we needed a massive buildup to counter the alien threat and budgets and deficits took a secondary place to that, this slump would be over in 18 months. And if we made a mistake and discovered that it was fake, we'd be a better –"
https://www.businessinsider.com/paul-krugman-alien-invasion-2011-8
CORVS55 RC-135E Rivet Joint off Baja Norte/Sur
58-0089 KC-135 Stratotanker out with DNASTY11 KC-46A tanker heading south to join them
Where is Elon’s marker for his borrowed restricted Tesla shares he used as collateral for funding part of his loan to buy Twatter?
Cuz if those hit a certain point he will be margin called and forced to come up with the cash to cover it.
Prolly what his Yuge pay package is all about-at least some of that is in anticipation of that “Henlo Mr. Musk it’s Mr. Margin Call on line #1 for you”
(((They))) will have no problem doing that either
>askin’ for a fren
RCH5065 C17 Globey on descent for Ramstein AFB after departing JBA earlier today
Yet another load of Porato equipment
>>20968060 lb
73-1676 E4B Nightwatch crossed Atlantic and is on descent for RAF Mildenhall-he was right at 600kts before descent started so haulin’ ass for that big boi
TITAN25 E4B NightwatchSec. Def. Austincontinues from Singapore depart and this AC is really closer to Oman than India but the ADS-B receivers are land based and they aren’t transmitting on satellite.
Nobody wanted the Chucky Ag/Au rounds when they came out and they had the lowest premium of all sovereign issues at time.
Bought a few when the premiums were sky high on everything else
An ounce of silver is still an ounce of silver.
When shit hits fan that’s exactly how all of them will be treated
When Ag ran to $50 in 2011 the dealers and wholesalers paid no prems from a standard buffalo round to a U.S. Silver Eagle
The big issue is they were reluctant to buy at those prices.
I don’t know the base at all but looks like it’s a high end training facility according to below
That pattern looked like someone needed some hours out of Darwin imo
RAAF Tindal
RAAF Base Tindal is located 15 kms outside Katherine and 320 kms south-east of Darwin in the Northern Territory. Although it is Air Force's youngest operational base (except for bare bases), it is now one of Australia's most important Defence sites.
The airfield was constructed in 1942 during World War II and was originally called Carson's Airfield. Over time, it was upgraded and extended for commercial use and declared an operational Air Force Base in 1984, with an official opening on 1 October 1988.
Every year, RAAF Base Tindal hosts major exercises typically featuring visiting aircraft and personnel from around the country and world. Notable exercises include Pitch Black, Diamond Storm, Arnhem Thunder and Talisman Sabre. RAAF Base Tindal’s ideal dry-season weather and proximity to Delamere Air Weapons Range makes it a superb location to conduct high-end training sorties for the RAAF and coalition partners.
https://www.airforce.gov.au/about-us/bases/raaf-base-tindal
Nigga just give it up
Anyone with a brian can see he was replaced
Ain’t no one recover that quickly from what they claimed he had
The bullshit that he couldn’t respond without a computer (i.e) someone spoon feeding him answers vanished.
You lost that one fair and square
Hahaha
>>20968089, >>20968136 lb
PF: Potato in 92-9000 747 has crossed the Atlantic heading for Paris (at least they dint give him AF1)
SAM46 (and was 82-8000 upon depart) 747 the escort
>>20968072 lb
Saudi AF RSF1897 A330 departed Dover AFB just prior to Potato departing
RCH2055 C5 Galaxy going to NB Rota
I believe they are quite common so mebby a few bucks at most.
They were pretty heavily produce iirc
Out
Dunno how that grabbed yer post
You have a pleasant time of whatever part of the day/night it is for you