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Speaking of the #FourthTurning this was interesting

Neil Howe On The Fourth Turning: How Bad Will It Get, How Long Will It Last & What Comes Next?​

 
Political numbers? No sir, they are as solid as China's GDP# !



Wait.... what?
 
Zed said:
Short hedging ramping up...

Click to expand...


They have naked shorted many of these ETF's. Some think they are hiding short interest in say GME and others now in the relevant ETF's. Would make some sense if they are getting nervous to suddenly buy Calls on those.
 
Uglytruth said:
You guys are working way to hard. Do it the easy way.



A New York Times analysis found that 97 lawmakers or their family members bought or sold financial assets over a three-year span in industries that could be affected by their legislative committee work.

https://archive.ph/3kuh6#selection-3577.5-3584.0
Click to expand...

You mean selling my soul to the dark side and becoming the thing I hate? I would not term that the easy way and certainly not the right way.
 
Voodoo said:
The Dollars Never really even existed UNTIL they are needed to pay back the loan. I'm not exactly sure how they create the opening transaction but the money did not exist. Otherwise, why would they need to BUY Dollars now? They need them now to pay back the debts. All these make believe loans created USD out of nothing. And when the debt pyramid starts to collapse now they need the real things, that don't exist.
Click to expand...
Its pretty simple. Currency swaps.

Lets use the most recent example - the US and Swiss swapping $3billion notional. Both sides create the currency that is swapped out of thin air with the agreement to unwind at some future undetermined time. On the date of opening transaction - the swap is balanced - i.e. equal value on both sides.

Fast forward x amount of time and the relative exchange rates are now diffferent...i.e. one leg of the swap is more valuable than the other. So - when it comes time to pay back - the weaker leg of the swap is easier to pay back than the stronger leg.

Now thats at the CB level...step down a level and you have MNBs doing essentially the same thing with each other - and below that - you have a whole multitude of contracts executed with repayment in USDs...everything from OTC derivatives, short term funding, leveraged funding on asset classes that are distressed, etc...

The stronger the USD gets - the greater the pain to unwind - refi, etc...

Jim Sinclair talked about this many, many years ago and Martin Armstrong used to beat the table about this...first the peripheral nations currencies go poof...and then it will be Japan and then Europe...
The dominoes are now falling - others are teetering and we have quite a ways to go before the full volume of carnage can be assessed. Prepare for the worst times in human history dead ahead...
 
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Strawboss said:
You forgot to mention that gold and silver got smashed...which makes perfect sense...

/sarc
Click to expand...
??? All markets (including gold and silver) were getting smashed when I posted my comment - hence my statement that "Markets shitting the bed accordingly." Markets = stocks, bonds/treasuries, commodities, crypto, etc. The only thing that was green was the dollar index.
 
It's all about whether or not the news will force a central bank pivot. It's not the news that people are trading, it's the expected response to the news.
 
Here's the 2022 Fed rate hikes:
March 17th - 25 basis points
May 5th - 50 basis points
June 16th - 75 basis points
July 27th - 75 basis points
September 21st - 75 basis points

I know a lot can happen between now and then, but does anyone want to lay the odds on whether the Fed raises rates by 100 basis points come November 2nd?
 
I'll interpret it. S&P up not because there was good news, but because that was about as bad a news that was likely to come out. Thus it is massive short covering. We said this earlier in this thread (or this thread _over there_) that these kind of quick sharp rallies don't occur in bull markets. This is a bear market short covering rally in the stocks. IOW, it will not last.
 
If you think AOC and the Squad are socialists ask yourself why they don't push for living wage and Medicaire for All. The peasants are waking up little by little.

 
JayDubya said:
Here's the 2022 Fed rate hikes:
March 17th - 25 basis points
May 5th - 50 basis points
June 16th - 75 basis points
July 27th - 75 basis points
September 21st - 75 basis points

I know a lot can happen between now and then, but does anyone want to lay the odds on whether the Fed raises rates by 100 basis points come November 2nd?
Click to expand...

150 baked in.
 
pmbug said:
It's all about whether or not the news will force a central bank pivot. It's not the news that people are trading, it's the expected response to the news.
Click to expand...

Always about market perception! Yes. They are starting to spin the peak inflation narrative, with 150 bp baked in this might get legs for a bit.
 
Zed said:
Good news is bad? Bad news is good!
Click to expand...

A PPT stick save and all the institutions hedging the CPI with those puts you love... We could easily be back down this amount tomorrow. I had some sell this morning but several of my other 1/3 sale trades expired Yesterday as they probably would have hit in the morning. DOH, that was dumb.
 
Voodoo said:
They have naked shorted many of these ETF's. Some think they are hiding short interest in say GME and others now in the relevant ETF's. Would make some sense if they are getting nervous to suddenly buy Calls on those.
Click to expand...

How can you possibly know this? RegSho lists lag by a month or so because of the lead times in establishing a FTD?!

We have Septembers first half to look at...

SEC.gov | Fails-to-Deliver Data

This text file contains the date, CUSIP numbers, ticker symbols, issuer name, price, and total number of fails-to-deliver (i.e., the balance level outstanding) recorded in the National Securities Clearing Corporation's ("NSCC") Continuous Net Settlement (CNS) system aggregated over all NSCC members.
www.sec.gov www.sec.gov

Attached is a list derived from the RegSho dtata showing the most naked shorted symbols in September.
 

Attachments

Voodoo said:
A PPT stick save and all the institutions hedging the CPI with those puts you love... We could easily be back down this amount tomorrow. I had some sell this morning but several of my other 1/3 sale trades expired Yesterday as they probably would have hit in the morning. DOH, that was dumb.
Click to expand...

Those puts I love? WTF?

It's just a market observation.

I warned you that this was setup for a short cover rally. 150bps are baked into this cake already as the Fed has signaled strongly, the new spin seems to be peak inflation is now, people will cover or at the least step back.

This could be quite a face ripper.

...but I'm not betting on it.
 
Zed said:
How can you possibly know this? RegSho lists lag by a month or so because of the lead times in establishing a FTD?!

We have Septembers first half to look at...

SEC.gov | Fails-to-Deliver Data

This text file contains the date, CUSIP numbers, ticker symbols, issuer name, price, and total number of fails-to-deliver (i.e., the balance level outstanding) recorded in the National Securities Clearing Corporation's ("NSCC") Continuous Net Settlement (CNS) system aggregated over all NSCC members.
www.sec.gov www.sec.gov

Attached is a list derived from the RegSho dtata showing the most naked shorted symbols in September.
Click to expand...

I haven't dug into it to deeply as it is complicated and they are just gonna lie, cheat, and steal anyway. You'd have to dig around Readit to get details. You don't think its a coincidence that they want a meme stock ETF and SINGLE stock ETF (which is fucking retarded and should be illegal) on many of the meme stocks.
 
Top 50 naked shorted stocks @ Sep.

SYMBOL​
QUANTITY (FAILS)​
DESCRIPTION​
HEMP​
278945955​
HEMP INC​
CMGR​
86262263​
CLUBHOUSE MEDIA GROUP INC​
KYNC​
33592712​
KYN CAP GROUP INC COM​
IVCTF​
30647426​
INVICTUS ENERGY LTD ORDINARY F​
KNEOF​
28586298​
KNEOMEDIA LTD SHS FULLY PAID​
VIZC​
26000000​
VIZCONNECT INC​
NEOG​
20689052​
NEOGEN CORP​
GRAB​
20419836​
GRAB HLDGS LTD CL A ORD (CYM)​
AVCT​
19561948​
AMERICAN VIRTUAL CLOUD TECHNOL​
AFOM​
18247713​
ALL FOR ONE MEDIA CO CORP COM​
HUML​
17702405​
HUMBLE ENERGY INC COM STK (NV)​
MCOA​
14572000​
MARIJUANA CO AMER INC COM NEW​
SMRT​
11230869​
SMARTRENT INC​
BIL​
10345226​
SPDR BLOOMBERG 1-3 MONTH T-BIL​
SLV​
9913036​
ISHARES SILVER TRUST​
CYDY​
9543951​
CYTODYN, INC.​
AMC​
8477657​
AMC ENTMT HLDGS INC CL A COM S​
GTCH​
8410000​
GBT TECHNOLOGIES INC​
MUB​
8302187​
ISHARES NATIONAL MUNI BOND ETF​
APE​
7938428​
AMC ENTMT HLDGS INC PFD EQUITY​
ALYI​
7346277​
Alternet Systems, Inc. New Com​
PSNY​
7137614​
POLESTAR AUTOMOTIVE HLDG UK PL​
GDVM​
6937032​
GLOBAL DEVELOPMENTS INC. COMMO​
OIBZQ​
6637302​
OI S A SPONSORED ADR NEW 2016​
NAFS​
6366806​
NORTH AMER FRAC SAND INC COM (​
JPST​
6152224​
JP MORGAN ETF TR ULTRA-SHORT I​
BLSP​
6118101​
BLUE SPHERE CORP​
QQQ​
5593687​
INVESCO QQQ TR​
CORZ​
5449274​
CORE SCIENTIFIC INC COM​
BARK​
5434854​
BARK INC COM​
FFIE​
5177007​
FARADAY FUTURE INTELLIGENT ELE​
TGHI​
5102390​
TOUCHPOINT GROUP HLDGS INC COM​
TLRY​
5059772​
TILRAY BRANDS INC​
FOMC​
5000000​
FOMO CORP​
DNA​
4780529​
GINKGO BIOWORKS HOLDINGS INC C​
SWVL​
4729210​
SWVL HLDGS CORP COM CL A (VGB)​
TGMGF​
4667430​
THETA GOLD MINES LTD ORDINARY​
FAZE​
4518333​
FAZE HLDGS INC COM​
FNDE​
4391371​
SCHWAB FUNDAMENTAL EMERGING MK​
ECOX​
4363441​
ECO INNOVATION GROUP INC COM​
UPST​
4265011​
UPSTART HLDGS INC COM​
CPTN​
4077447​
CEPTON INC COM​
HYG​
4047594​
ISHARES TR​
WNRS​
3994034​
WINNERS INC​
IWM​
3822074​
ISHARES RUSSELL 2000 ETF​
SWIM​
3809953​
LATHAM GROUP INC COM (DE)​
PR​
3758833​
PERMIAN RES CORP CL A (DE)​
AABB​
3684549​
ASIA BROADBAND INC​
NBEVQ​
3556782​
NEWAGE INC. COM​
 
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