Anonymous ID: 6e5c94 July 30, 2019, 8:16 a.m. No.7258819   ๐Ÿ—„๏ธ.is ๐Ÿ”—kun   >>8832 >>9370

Morning Market Report

 

POTUS warning China not to wait to make a trade deal just now.

POTUS warns China not to wait for 2020 U.S. election to make trade deal

U.S. President Donald Trump on Tuesday warned China against waiting out his first term in office to finalize any trade deal, saying if he wins re-election in the November 2020 U.S. presidential contest, the outcome could be no agreement or a worse one.

โ€œThe problem with them waiting โ€ฆ is that if & when I win, the deal that they get will be much tougher than what we are negotiating nowโ€ฆor no deal at all,โ€ Trump said in a post on Twitter, as the latest U.S-China trade talks began in Shanghai.

https://www.reuters.com/article/us-usa-trade-china-trump/trump-warns-china-not-to-wait-for-2020-u-s-election-to-make-trade-deal-idUSKCN1UP17L?

<3

Futures were down at a decent clip and follow-on action confirms this at the open however it has made it's way back up nicely in the ensuing first hour of trading.

Gold had a slow steady rise from our close into world-wide trading later in our evening into early morning. Still nice and stable but has a small dip as it works it's way into the "meat" of our session.

See Cap#4 for some info and commentary on Silver: Can Track the openinterst here: https://ycharts.com/indicators/comex_silver_futures_open_interest. The inset on Cap #4 is 2019 COMEX open interest growth.

pepe has followed thi smarket for many years and knows it well. Please take note of the continued GREAT pressure being applied to the nutsack of the money-changers.

Overnight the Bank of Japan declined to make any changes to it's monetary policy, this could be a harbinger of what ewe see tomorrow as they cited these two factors:

*First, USD/JPY was quite consistently parked in the 108.5-109.0 range in the immediate run-up to the meeting.

*Second, the BOJ may have worried that frequent adjustments to forward guidance might give off the impression that the Bank had used up all of its actual monetary policy ammunition.

well no shit sherlock but you already shot your was over the last several years. Kuroda and his band of idiots have nowhere to go either way as your two emergency meetings earlier this year shows that when the yen appreciates

you will print to contain it. Then there is this from April, it was 40% last March (2018)and it's no wonder they choose to do nothing:

 

BOJ NOW TOP 10 SHAREHOLDER IN 50% OF NIKKEI

Japan's central bank is quietly nationalizing its entire market. The BOJ has gone from being a Top 10 holder in 40% Japanese stocks last March, to 50% just one year later.

Bank of Japan now owns a stunning 75% of all Japanese ETF

As of March 2018, the Japanese central bank had become a major shareholder in nearly 40% of all listed companies.

This, of course, in addition to the BOJ's trillions in Japanese JGB holdings, which at last check were over 100% of GDP and 43% of all outstanding.

https://matasii.com/boj-effectively-nationalizing-entire-market-top-10-shareholder-in-50-of-nikkei/

Part 1 of 2

Anonymous ID: 6e5c94 July 30, 2019, 8:18 a.m. No.7258832   ๐Ÿ—„๏ธ.is ๐Ÿ”—kun   >>8847 >>8939 >>9370

>>7258819

Part 2/2

Corporate earnings so far have been robust with nearly half of all S&P 500 companies that have posted second-quarter earnings, 76.1% have beaten bottom line estimates, according to Refinitiv data.

Beyond Stupid..I mean 'Meat' is dropping after it's secondary offering announced in it's earnings report. Currently down just under 10% as this is digested. The Banks, Goldman and JP Morgan also

waived the share lock-up agreements and allowed the CEO to cash out in front of this offering-although not illegal it is completely disingenuous to waive that-it typically only takes one under-writer to allow.

But they have never been this brazen in my recollection of this with so recently issued IPO. They can do whatever they want, WHENEVER THEY WANT.

This shit needs to change and the SEC needs to get rid of that bitch (Strzok's "wife" is head of enforcement division at SEC) and put someonw in who actually does something.

Catching up on the Overstock news: I have no idea what is now going on there. He certainly knew where the bodies were buried on Wall St with the deepcapture information-it's solid and tells many truths about how

the Algo's, lack of regulatory enforcement, and just outright theft, avarice and greed was so prevalent in the "guts" of the operational aspect of that system.

Seems to be a bit apologetic at this point but again, no way to know this now. Do not let this issue clud the absolutely stellar research found at this site: https://www.deepcapture.com/ well worth yout time.

 

Some Headlines

NAR: "Pending Home Sales Climb 2.8% in June"

The Pending Home Sales Index, a forward-looking indicator based on contract signings, moved up 2.8% to 108.3 in June, up from 105.4 in May. Year-over-year contract signings jumped 1.6%, snapping a 17-month streak of annual decreases.

https://www.calculatedriskblog.com/2019/07/nar-pending-home-sales-climb-28-in-june.html

can look at link for the regional breakdown

 

Capital One shares drop on questions over hack

Capital One Financial Corp (COF.N) shares fell as much as 5.8% percent on Tuesday as investors worried about its management of customer data after the credit card issuer said information for 106 million people had been compromised.

https://www.reuters.com/article/us-capital-one-fin-cyber-amazon-com/capital-one-shares-drop-on-questions-over-hack-idUSKCN1UP1LD

 

Ralph Lauren (Lifshitz) hints at weakness in North America business, shares fall

Ralph Lauren Corp (RL.N) said it expects full-year sales in North America to be pressured by a tough retail environment and weakness in spending by foreign tourists, overshadowing upbeat quarterly earnings and sending its shares down about 4%.

Excluding one-time items, the company earned $1.77 per share, while net revenue rose to $1.43 billion.

https://www.reuters.com/article/us-ralph-lauren-results/ralph-lauren-hints-at-weakness-in-north-america-business-shares-fall-idUSKCN1UP1EC?

moar 'excluded one-time items'..you know when you do it all the time it's not a "one-time item".

 

https://finance.yahoo.com/quote/%5EDJI?p=^DJI

https://www.marketwatch.com/investing/bond/tmubmusd10y?countrycode=bx

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

https://www.dailyfx.com/crude-oil

Anonymous ID: 6e5c94 July 30, 2019, 8:35 a.m. No.7259024   ๐Ÿ—„๏ธ.is ๐Ÿ”—kun   >>9078 >>9193

Texas Instruments Execs sold $82.33m in shares-July 25-29

 

Texas Instruments specializes in the design, manufacturing and marketing of semiconductors. Net sales break down by family of products as follows:

 

  • analog circuits (68.4%): operational amplifiers, audio amplifiers, interface circuits, data converters, power management circuits, logic integrated circuits, etc.;

 

  • processors (22.5%): microprocessors, digital signal processors, microcontrollers, etc. for telecom applications (telephones and cellular infrastructures), and automobiles;

 

  • others (9.1%): primarily graphic calculators et wireless connectivity products.

 

Net sales break down geographically as follows: the United States (14.5%), Japan (5.5%), Asia (58.5%), Europe/Middle East/Africa (19.3%) and other (2.2%).

https://www.marketscreener.com/TEXAS-INSTRUMENTS-9730651/company/

some of these are options exercise and sales but look at what they "pay" for them.

https://www.finviz.com/insidertrading.ashx?tc=2

 

TEXAS INSTRUMENTS : Ex-dividend day for

A dividend is removed today from Texas Instruments's shares.

https://www.marketscreener.com/TEXAS-INSTRUMENTS-9730651/news/U-S-Currency-28937068/