/qrb/ - QResearch Bunker

Dough

https://fullchan.net/?770d3471124c9058#37529cBFQcvLSFFcaH31BnoNkQdKbWrhVJwZQgx1nQxp

>>138904

TYB

from next door.....

@Fletch17

·

1h

Nothing to see here just Ezra Cohen RT the US spec ops, the 17th spec ops 👇🏻

Habby Flag Day

Habby B'day 45

Hell yeah we miss you!

@PatriotAU

·

1m

Happy Birthday US Army 🇺🇸

>>138904

tyC

>>138916

glad to have you back bro

damn life is guud

>>138920

kek, glad to here dat. few moar trade ppl in and out ober the next week but projects getting wurked on in any spare time. not enuff hrs these days.

>>138904

tyb

gutten morgen

signed in so da monkeys must have heard

>>138889

TITAN25 USAF E-4B Nightwatch continues WN from it's Bangkok Int'l depart

C202 US Coast Guard G5 went to Manama, Bahrain for a ground stop of about 45 minutes then backtracked ES to Dubai-landed there about 2 hours ago-why it went to Bahrain first and then back to Dubai is kinda wut?

Pakiland AF PAK3 G4 went to Tehran, Iran from Lahore-it landed about 7 hours agoPaki FM Bilawal Bhutto-Zardari on that AC

Bilawal reaches Tehran on maiden Iran visit

This is Zardari’s first official visit to Iran after assuming office in April. He is visiting the neighbouring nation at the invitation of his Iran counterpart, Hossein Amir-Abdollahian, who welcomed him on his arrival.

Pakistan wants to construct a 1,100-kilometre gas pipeline, known as the Pakistan Stream Gas Pipeline Project, from Port Qasim in Karachi, in Sindh, to Kasur in Punjab

https://www.pakistantoday.com.pk/2022/06/14/bilawal-reaches-tehran-on-maiden-iran-visit/

nice handy. show'n dem how itz done pro style.

kek

>>138922

morn'n gb. habby ToT

Hungarian AF HUAF281 A319 departed WTO meeting in Geneva after about 3 hours on the ground

'''Swiss AF SUI025 Falcon 900 left RAF Norholt after about 2h 45m on ground-prior stop at Nuremburg, Germany of about 50 minutes-dropping someone/thing off? and departed Bern/Belp earlier

>>138928

o7

>>138929

have fun understand why-prolly would too

I fergot wut actual date I started the collecting-was in Jan 2019 that all I know-right around or afore w started bakin-i thin dats how you (w) started off iirc

TITAN25 USAF E-4 B Nightwatch has some tanker frens just to the east of it and looks like it's setting up for a refuel with LAGR467 and 468 KC-135 tankers-the Nightwatch will 'switch-off' during that and then reappear when the tankers split off from it

>>138940

>>138937

between note taking and kitchen doody, the 3 of us prepped and bake a sheit ton of bread.

>>138939

was doing the "assist" thang like oct 2018 or mebby Nov for anyone that needed some "shit werk" done

Had ta 'dust' dis one off and since I've changed comps the date on it is wrong (creation)-shows when I switched comps-for like the 2nd time in feb 2019-so back in da box it goes.

I dunno exact of that and nord made me that meme-but straight up collecting in a non-noted bread and brought to nb was Jan 19 but don't know the actual date-it was a saturday I noes that so prolly Jan 12, '19

then someone din't like it a few weeks later....;)

>>138940

yw B I an honored to have been a part of that for ya-double spaced notes and all kek!

That how I "knew"

>>138942

troo dat

1000s

>>138944

we close-see above

US NatGas Crashes After Freeport LNG Terminal Closure Update

Having initially suggested the Freeport LNG Terminal would be closed for three weeks after an 'explosion' shuttered the major exporting facility last week, the company has just issued an update saying that it now expects a partial restart in 90 days.

At approximately 11:40AM CT on June 8, 2022, an incident occurred at the Freeport LNG liquefaction plant on Quintana Island, Texas that resulted in the release of LNG, leading to the formation and ignition of a natural gas vapor cloud, and subsequent fire at the facility.

As reported previously, there were no injuries, and at no time did the incident pose a threat to the surrounding community. In accordance with Freeport LNG's safety design parameters, the LNG vapor cloud dispersion and ignition thereof were at all times contained within the fence line of the liquefaction facility, lasting approximately 10 seconds. The fire and associated smoke visible thereafter were from the burning of materials in and around the location where the incident occurred, such as piping insulation and cabling. With the assistance of local area emergency response personnel, the resultant fire was extinguished approximately 40 minutes after the initial incident. While the burning of those materials resulted in carbon monoxide, nitrous oxide, particulate matter, sulfur dioxide and volatile organic compound emissions, these were of limited quantity due to the short duration of the fire and not at levels that posed any immediate risk to Freeport LNG personnel or the surrounding community. There was no release of any other chemicals or substances from the plant during the event. Water used to suppress the subsequent fire was captured on site, and will be tested and confirmed free of any harmful contaminants before being released or removed for proper disposal.

The incident occurred in pipe racks that support the transfer of LNG from the facility's LNG storage tank area to the terminal's dock facilities located on the intracoastal (i.e., north) side of Freeport LNG's dock basin. None of the liquefaction trains, LNG storage tanks, dock facilities, or LNG process areas were impacted. In coordination with local, state and federal officials, Freeport LNG's investigation into the cause of the incident, and what steps are necessary to safely resume liquefaction operations, is underway. Preliminary observations suggest that the incident resulted from the overpressure and rupture of a segment of an LNG transfer line, leading to the rapid flashing of LNG and the release and ignition of the natural gas vapor cloud. Additional investigation is underway to determine the underlying precipitating events that enabled the overpressure conditions in the LNG piping.

At this time, completion of all necessary repairs and a return to full plant operations is not expected until late 2022. Given the relatively contained area of the facility physically impacted by the incident, a resumption of partial operations is targeted to be achieved in approximately 90 days, once the safety and security of doing so can be assured, and all regulatory clearances are obtained.

Freeport LNG is mindful of the impact this incident and our suspension of operations has on our personnel, our surrounding community, and the domestic and international gas and LNG markets. We have immense gratitude for the selfless efforts undertaken by Freeport LNG operators and emergency response personnel and local emergency responders to quickly address and contain the impacts of the event on our facilities, our personnel, and the surrounding community.

This sent US NatGas prices reeling, down almost 20%...European NatGas prices are soaring. As a reminder, the Texas facility is the fourth largest in the US in terms of flows. Freeport receives about 2 billion cubic feet of gas per day, or roughly 16% of total US LNG export capacity.

What will Biden do?.nuffin as usual

https://www.zerohedge.com/energy/us-natgas-crashes-after-freeport-lng-terminal-closure-update

https://tradingeconomics.com/commodities

>>138893 lb

Silver Ag contracts from June 13th Monday- 113,136 at 5k ozs per contract=565,680,000/ozs with an input price of $21.50-because it had just over 50k of this right around that point yesterday/oz gives you $12.162B (avg) in total cost for Ag COMEX 'trading'

An increase of 14,089-and June is a delivery month so not completely 'cray' but look at where the price was last week and now...that is what is cray.

https://www.cmegroup.com/markets/metals/precious/silver.volume.options.html#optionProductId=458

As a reminder all the 'new' regulators installed by the Biden Admin are from Shitibank, JP Morgue, worked at SIGTARP (the "watchdog' for the 2008 bailout) and was a gofer for a Politician and Secretary for the most recently departed 'regulator'.

They do not name where they work in these bios but we've already figured that out that when they were installed

As two blatant examples we'll take this one first: Commissioner Kristin N. Johnson

Prior to entering the academy, Commissioner Johnson served as Vice President and Assistant General Counsel in the Treasury Services Division of one of the largest financial institutions in the worldthat = JP Morgan

https://www.cftc.gov/About/Commissioners/KristinNJohnson/index.htm#full-page-bio

And the other one is even better: Commissioner Caroline D. Pham

Commissioner Pham was previously a managing director at a large global financial institution where she held various senior roles in compliance, legal, the chief administrative office, and the institutional clients group, including as a global head of swap dealer and Volcker compliance; deputy head of global regulatory affairs; head of capital markets regulatory strategy and engagement; and head of market structure for strategic initiativesand that = Shitibank

https://www.cftc.gov/About/Commissioners/CarolineDPham/index.htm#full-page-bio

https://www.cftc.gov/About/Commissioners/index.htm

>>138925, >>138938

TITAN25 USAF E-4B Nightwatch landed at Brussels Int'l from Singapore depart

Looks like that refueling took place SE of Italy's boot earlier because it just needed a bit moar to get to Brussels

>>138956

They both had 7700 (emergency) squawks

Southwest landed at Philadelphia Int'l from Atlanta depart and Jet Blue continues sw from it's Boston Logan depart-going to Ft. Lauderdale

JetBlue appears normal at present

Mebby some ATC issue(s)

Jetblue had it first-for about 10 minutes then SW for 8 minutes

you boys uh well earld masheen ober dare.

wurkfagg'n after sum grub.

@mazurikl

·

34m

This is a list of RINOS who voted for gun control in the Omnibus Bill.

Please read this list and vote accordingly at the polls!

#TheFamily #Mazurik #g99 #P4E #TrumpTruths

>>138970

put on the hazmat suit and long boots cause it's so thick

5 minutes bout all I can do

they love you two

kek!!

empty callsign Joe in 82-8000 departed Philadelphia Int'l (they couldn't take the C-32A there?? it's fuggen 136 miles roughly)-what a total waste

and then he is DONE....nuffin else on the schedule https://factba.se/biden/calendar

09-0016 USAF C-32A (which is what he SHOULD be on-one of these) departed JBA as the escort for that oh sooooo long flight of 20 minutes

Trips confirm (3.444% on the 10s) that 75bp was 'decided' Sunday night but they still need(ed) to give the impression that they are still 'discussing' it >>138845 pb

And if you look at the 5 day on the 2s they (bond market) 'decided' this on Friday while the markets were tanking-because that is actually the reverse of what "should be habbening"-in a dropping market Yields are lowered (historically) because everyone looks to those as 'safety' and the yields drop because they are being bought but not on Friday....

https://www.marketwatch.com/investing/bond/tmubmusd10y

98.1% probability of 75bp tomorrow

https://www.cmegroup.com/trading/interest-rates/countdown-to-fomc.html

https://www.marketwatch.com/investing/bond/tmubmusd02y

follow for follow yo

guud stuffs

that pepe head bounces to the music yo

Mortgage Rates Hit 6% After A Big Selloff in the Bond Market

Mortgage rates have hit 6% after a sharp selloff in the mortgage securities market, a development that could further slow the housing market. Rocket Mortgage is showing on its website a 6.25% interest rate for 30-year fixed-rate mortgages for the purchase of new homes. Mortgage rates have doubled since the start of the year, stretching housing affordability, particularly for first-time home buyers. Mortgage rates will vary somewhat based on the credit standing of the home buyer. “Along with MBS (mortgage-backed securities) yields, the 30-year fixed mortgage rate surged 60bps [basis points] in the past two days, as investors wrestled with the implications of Friday’s CPI report,” wrote Stephen Kim, the homebuilding analyst at Evercore/ISI, in a client note Tuesday. Sixty basis points is 0.6 of a percentage point.

Barron’s wrote Monday that the cooling of the housing market should offer some relief for home buyers who have faced sharp price increases and bidding wars during the past year. Homebuilding stocks declined during Monday’s sharp stock-market drop, and many now trade at or below book value. That could signal that the stocks are near a bottom, since book value likely is a conservative liquidation value for companies that remain highly profitable. The iShares U.S. Home Construction exchange-traded fund (ticker: XHB) fell 5.4% Monday and hit a new 52-week low, leaving it down 35% from its 52-week high in December. The ETF was up 0.7% at $53.83 in early trading Tuesday. The weekly survey by Freddie Mac showed last week an average 30-year mortgage rate of 5.23% nationwide. Kim wrote that the Freddie Mac survey likely is heading toward 5.85% in the coming weeks while other mortgage-information sources likely will show rates above 6%. For a $400,000 mortgage, a 6% rate translates into monthly payments of $2,400 a month, up from $1,700 at the end of 2021, when rates were 3%.

The mortgage-securities market was hit hard Monday in sympathy with the selloff in Treasury securities Reflecting the losses in the mortgage-securities market, the $20 billion iShares MBS exchange-traded fund (MBB) fell 2.4% Monday to $94.74, and hit a new 52-week low. A drop of more than 2% in mortgage securities in a single session is a rare event. The ETF is down 11% so far this year. Homebuilding stocks are languishing despite high current profitability as investors fear a slowdown in the coming months due to affordability issues and a potential weakening in the economy.

https://www.barrons.com/articles/mortgage-rates-hit-6-after-a-big-selloff-in-the-bond-market-51655218949

This (30 year fixed) started rising, in earnest about 15 days ago and has the affect of everyone scurrying around to get rates locked for home buying for fear of them going higher-so next months data should reflect that push to get it 'done' but as mentioned an almost 1% rise in 5 days (don't count the weekend days) is not a good sign if you are trying to buy or sell (as your pool of qualified buyers are severely affected by this)

We'll have moar on MBS from MbS later in the NYFRB Operations report because that is going to be a continuing shit-show with those values dropping now-pic rel

>>138980

>>138981

noice

>>138902

>>138904

#940

>>138910 Nothing to see here just Ezra Cohen RT the US spec ops, the 17th spec ops 👇🏻

>>138912 Habby Flag Day

>>138913 Happy Birthday US Army 🇺🇸

>>138925, >>138938 TITAN25 USAF E-4B Nightwatch continues WN-getting a 'drink from LAGR tankers-Pakis in Iran-C202 G5 at Dubai from Manama stop-Singapore depart last night (CONUS time)

>>138925 Paki PM Bilawal reaches Tehran on maiden Iran visit

>>138936 Hungarian AF HUAF281 A319 departed WTO meeting in Geneva-Swiss AF back to Bern after Nuremburg and RAF Northolt 'visits'

>>138946 US NatGas Crashes After Freeport LNG Terminal Closure Update

>>138952 Silver Ag contracts from June 13th Monday- 113,136 at 5k ozs per contract=565,680,000/ozs- $12.162B (avg) in total cost for Ag COMEX 'trading'

>>138959 Some Commercial ACs with 7700 (emergency) squawks earlier-SW landed at Philly where Potato is at and leaving soon

>>138968 This is a list of RINOS who voted for gun control in the Omnibus Bill.

>>138972 empty callsign Joe in 82-8000 departed Philadelphia Int'l back to JBA (they couldn't take the C-32A there?? it's fuggen 136 miles roughly)

>>138982 Mortgage Rates Hit 6% After A Big Selloff in the Bond Market

Italian AF IAM9002 A319 back at Rome after it's Tel Aviv departMario Draghi on that ACand likely getting his 'instructions' for this upcoming visit to Kyiv Rzesow Airport with Macron and Olaf Scholz (although they are still denying it) that is rumored to be habbenig on Thursday-so please Do eet so I can show all three of you going to Rzesow Airport and you'll produce the trains station pictures cause you can't say you flew there any moar since you all got caught (Macron, Pelosi, Trudope, BoJo, Blinken/Austin, Polish Prez Duda and prolly one or two others I'm forgetting

Israel to help Europe with gas - Bennett, Draghi

https://www.ansamed.info/ansamed/en/news/sections/politics/2022/06/14/israel-to-help-europe-with-gas-bennett-draghi_dbb6b021-0b12-4aee-9bb3-56d29a59668f.html

If I don't say anything then grill it

I'll let ya know what I'm doing with the space savers with a post right after

>>138985

Italian AF IAM3143 Falcon 900 from Warsaw back to Rome-guaranteed this is for the proposed visit to Kyiv Rzesow-getting all the "details" in order so they can try and pull this fake bullshit off again-they will probably change how much time they spend at Rzesow because Pelosi fugged it all up for them by only being at Rezesow for thee hours yet they produced the greenscreen "visit" to Kyiv

As mentioned they will produce pictures at a train station with signs and all that to make it look like they went-THAT could be anywhere.

Trudope's visit looked like he was on the back lot at a movie studio >>134834 pb

See here for that BS

>>134490 Pelosi's "Visit to Kyiv: that lasted 3 hours but was really at Rzesow Airport Poland

Biden Ally Floats 21% Surtax on Oil Profits to Blunt Inflation

Oil companies that record a profit margin better than 10% would face a new federal surtax under a plan developed by a key senator, as Democrats and the White House struggle to curb US energy costs and broader inflation.

The proposal by Senator Ron Wyden, an Oregon Democrat who chairs the tax-writing Finance Committee, would mean oil companies face federal taxes of as much as 42% on profits considered excessive -- the 21% US corporate tax plus a new 21% surtax, according to two people briefed on the proposal. Wyden has yet to release his plan publicly, and he’d likely need all 50 Senate Democrats to support it in order to pass the surtax over Republican opposition. He’s among several Democratic lawmakers, including Senator Sheldon Whitehouse and Representative Peter DeFazio, who have discussed targeting what they consider excessive oil company profits.

The idea has caught the attention of top Biden aides in recent weeks, as they search for any and all ideas to tackle rising energy costs. “We’re not ruling that out of consideration. We’ve made that clear,” Bharat Ramamurti, deputy director of the National Economic Council, told Bloomberg TV’s “Balance of Power with David Westin.” Biden, Ramamurti added, has made clear that “there’s a real issue here with the level of production by the oil companies and the profits that they are making right now after the Russian invasion of Ukraine.”

At a port in Los Angeles on Friday, President Joe Biden echoed that sentiment and specifically called out Exxon. “We’re going to make sure everyone knows Exxon’s profits. Exxon made more money than God last year,” Biden said. Taxing excessive oil company profits is one of many policy ideas under consideration in the White House, two administration officials said. Yet internally, aides remain concerned such a tax could hurt ongoing efforts to boost the supply of oil. If combined with a gasoline rebate, a windfall profits tax would both deter supply and encourage fuel demand, said Kevin Book, managing director of research firm ClearView Energy Partners LLC. “It is the opposite of balancing the market.”

An idea out of Treasury to place a cap on the price of Russian oil, alongside European allies, has gained far more traction inside the administration. Wyden’s plan would also impose a 25% stock buyback tax for oil and gas companies that repurchase their own shares, Wyden spokeswoman Ashley Schapitl confirmed.and they would LOVE that because all that would do is INCREASE it's EPS as you take shares out of the float...THIS guy is a fuggen RETARD!!!Both levies apply to oil and gas companies with at least $1 billion in revenue and would expire at the end of 2025, according to the people briefed on the plan.

Wyden also proposes to eliminate an accounting benefit, known as last-in first-out, or LIFO, that can deliver tax breaks for oil and gas companies with at least $1 billion in revenue starting in 2023. Wyden’s plan is a more targeted version of a windfall-profits tax that progressives have floated. Whitehouse, a Rhode Island Democrat, has proposed a 50% tax on the increased barrel price of oil, while rebating that new revenue to low-and-middle-income households. Senator Bernie Sanders, a Vermont independent, has proposed taxing corporate profits that exceed their pre-pandemic levels by as much as 95%, a measure that would mean large companies could owe tens of billions of dollars in additional taxes. Even Wyden’s narrower measure faces an uphill battle to become law. Republicans are almost certain to uniformly oppose it, while some Democrats, such as Senator Joe Manchin of West Virginia, have expressed skepticism of proposals to hike taxes on fossil-fuel producers.

https://www.bnnbloomberg.ca/biden-ally-floats-21-surtax-on-oil-profits-to-blunt-inflation-1.1778777

SEC launches insider trading inquiry into crypto exchanges

The U.S. Securities and Exchange Commission has launched a sweeping inquiry into whether crypto exchanges have proper safeguards to prevent insider trading on their platforms, FOX Business has learned.

According to a person with direct knowledge of the inquiry, the SEC has sent a letter to one major crypto exchange requesting information about how the platform protects users from insider trading facilitated through its network, but, this person believes the inquiry covers other exchanges as well.

The letter was sent following last month’s collapse of Terra’s UST stablecoin and governance token LUNA, when around $40 billion of investor wealth was wiped out. It’s unclear if other letters have been issued, but the person with direct knowledge said based on conversation with industry insiders the investigation is wide-ranging. The SEC declined to comment. Press officials from the two biggest crypto exchanges, Binance and Coinbase declined comment. Press officials from FTX and Crypto.com did not respond to numerous requests for comment. It could not be determined if the inquiry is being led by the SEC's enforcement division or Office of Compliance Inspections and Examinations, which often conducts preliminary examinations of areas of regulatory interest. An inquiry by the enforcement division would signal the SEC is worried about potentially serious regulatory violations. The move comes amid yet another massive upheaval in crypto and greater scrutiny by regulators over the nascent market. In recent weeks, the crypto market has been in meltdown mode; the price of Bitcoin — the most popular digital coin — lost nearly a third of its value in the past week and is down 70% from its November all-time high. The overall value of the crypto market has plunged below $1 Trillion. Amid the turmoil, the SEC has ramped up its oversight of whether crypto insiders have sold coins and tokens before the tumult and used their positions and the information advantage they might have to trade through the declines and profit. Immediately following the implosion of stablecoin UST and its sister token LUNA in May, SEC Chairman Gary Gensler took aim at crypto exchanges, accusing them of trading against their clients. In an interview with Bloomberg, Gensler said he’s concerned that crypto exchanges aren’t putting up proper walls between different parts of their businesses like traditional exchanges are required to.

It’s unclear if insider trading statutes — designed to prevent insiders from profitably trading on material non-public information — can extend to a market where digital coins may not be legally designated securities.

But the SEC under Gensler may not be waiting for court precedent to start applying insider trading rules to crypto. Several recent media accounts have detailed anonymous crypto insiders buying and selling their digital coins before market moving announcements.

https://www.foxbusiness.com/markets/sec-inquiry-gensler-bitcoin-crypto-exchanges

Mkt Fag: Never short a 'dull' market casue they habs 'plans' for dis-you watch edition

S&P 500 3,734.21 -15.42(-0.41%)=17

The market is fully pricing in a 75bps hike tomorrow and did that on Sunday evening-it just took everyone to catch up to it today- and 90% sure of another 75bps hike in July. September also shows a 35% chance of a 75bps hike and November an 88% chance of a 50bps hike!!-this is what it SHOWS-actually doing it is entirely a diffrenet story. So they can then lower them just after the Chirstmas season. They told us all that in February this year. Add that to December's expectation and we are looking at 12 more 25bp rate-hikes priced in by year-end... which would then be followed after March 2023 by 3 rate-cuts as The Fed tries to rescue the economy from recession. Basically a holding pattern but the panic bid showed up late and got the NAS green. The VIX

Traing Halts: Revlon short bus cleared out today as it was halted limit up and finished 1.8700+0.7000 (+59.83%) on 111,942,315 volume from an avg of 347,644. It's filing Ch 11 soon so the short bus had to exit. Anyone that shorts a stock under $10 is asking for trouble ...Hello Melvin Capital with GME-you are a fuggen idiot and deserved to lose your ass-and for what? A few bucks on teh downside and unlimited loss potential-and he levered it too. Becasue of Natty Gas price movements an ETF was halted limit down "United States Natural Gas Fund, LP (UNG) 24.72-4.69 (-15.95%) ETRACS Alerian Midstream Energy Total Return Index ETN (AMTR) limit down 46.53-0.66 (-1.39%)

There are a few moar and will be gone by later tonight or tomorrow morning https://www.nasdaqtrader.com/Trader.aspx?id=TradeHalts

Some Headlines after the close

Musk to address Twitter employees for 1st time this week

Elon Musk will address Twitter employees Thursday for the first time since the billionaire and Tesla CEO offered US$44 billion to buy the social media platform, the company said Tuesday. Twitter CEO Parag Agrawal announced an all-hands meeting to employees in an email on Monday, saying they'd be able to submit questions in advance, according to The Wall Street Journal.

https://www.bnnbloomberg.ca/musk-to-address-twitter-employees-for-1st-time-this-week-1.1778848

Twatter closed at 37.22+0.19 (+0.51%) so he is currently paying a premium of $16.88 per share-and as I have said before if it is worth any moar then THAT overall I will see you on the WH lawn after muh acceptance speech.

>>138995

NYFRB Operations todayThe Highest amount on a daily basis EVER for 6th straight day

An increase of $73.912B on just the Reverse Repo alone

A total of$2.223.857Tin overall transactions today just to get to the next day-nuffin to see here-this Repo is for overnight and uses 97 counter-parties 3. 15th day over the $2T mark overall and this is to get to Wednesday

Reverse Repos== see cap #2 $2.223.857T and $11.237B '''moar than Monday and the biggest ever-totally correlated to the depreciating Yen-THAT is the 'cash' they are accepting imo

https://www.newyorkfed.org/markets/desk-operations/reverse-repo

Mortgage Backed Securities (MBS)See Cap #3 and NO QT today and only ONE (1) operation today-gee I wonder why right in front of an FOMC rate rise of 75bp meeting for tomorrow Lower on the submitted side today by$365m$7.970B submitted vs. $1.705B accepted in two operations and less accepted today by $5mThese settle July 14th, 21st'''

NO QT today-since it was soooo good on Wednesday of last week so only ONE of ths eand they could only 'sell 1/8th of what they trid to unload

These are all dropping in value becasue of the rate rises and the on-going housing problems that are just getting started-increasing rates mean less qualified buyers and mioar inventory measn prices are going to drop-THEY KNOW THIS. The NYFRB are Skroo'd because they are "trying" to sell MBS into a declining market-GOOD LUCK WITH THAT since you;ve only done ONE so far and it was for a platry $116m out of $860m on offer: F-U-G-G-E-D you are

https://www.newyorkfed.org/markets/desk-operations/ambs

>>138982 Mortgage Rates Hit 6% After A Big Selloff in the Bond Market

Securities Lending OperationsSee Cap #4 $48.099B submitted and $44.801B accepted'''

Creeping up again and closer to $50B a day (up on both submitted and accepted) from Monday on the submitted side by $684m today and $3,740B on the accepted side-as it dipped prior to the 'start of QT' so as MbS said two weeks ago they are just moving the MBS shit to this column.' 16,217

10 year Note CUSIP #91282CEP2 biggest at $13.229B-this is the same 10yr note as Friday and week and decreased this one by $1.523B today These were just issued on May 16th -so only held for 31 days total. . Second biggest amount is the 30 year note #912810TD0 at$2.988Band $573m less of this today-than Monday. These being 'lent' hard and still directed at 10 year and 30 year notes== '''$17.740B directed solely at managing the mortgage rates for homes because they 'started' QT 12 days ago..... decrease of $1.523B in the 10 year note as the 30y went down.

Still ridiculous

https://www.newyorkfed.org/markets/desk-operations/securities-lending

>>138982 Mortgage Rates Hit 6% After A Big Selloff in the Bond Market

Central Bank Liquidity Swap OperationsNone reported today

https://www.newyorkfed.org/markets/desk-operations/central-bank-liquidity-swap-operations

https://finance.yahoo.com/quote/%5EIXIC

https://www.marketwatch.com/investing/bond/tmubmusd30y

https://www.marketwatch.com/investing/bond/tmubmusd10y

https://www.investing.com/charts/forex-charts

https://www.livecharts.co.uk/MarketCharts/ngas.php

https://www.macrotrends.net/2566/crude-oil-prices-today-live-chart

https://www.cmegroup.com/markets/metals/precious/silver.volume.options.html#optionProductId=458

https://goldprice.com/gold-silver-ratio/

https://tradingeconomics.com/commodities

@jsolomonreports

·

58m

Supreme Court rules detained foreign nationals in U.S. illegally can’t file class action lawsuits justthenews.com

@jsolomonreports

·

1h

NY Gov. Hochul creates abortion 'sanctuary' with six extensive laws

justthenews.com/

Just in time for midterms

@X22Report

·

47s

x22report.com

Trump Gives The [DS] An Ultimatum, When Do You Play The Trump Card? Timing Is Everything – Ep. 2799

Polish AF PLF103 G5 departed Ottawa Int'l after arriving from Toronto Int'l on 0613-arrived at Toronto on 0611 from Warsaw Int'l

SAM273 USAF G5 departed from Wright-Patterson AFB after arrivng from Peterson AFB yesterday

Buffett Donates $4 billion in Berkshire Stock to Charity

Warren Buffett gave away $4 billion of Berkshire Hathaway stock Tuesday as part of his annual donation to the Bill & Melinda Gates Foundation and four other philanthropies, the company said. Buffett, the longtime CEO of Berkshire Hathaway has been making the annual contributions since 2006 and has given away a total of $45 billion in Berkshire stock, or more than half his stake in the conglomerate.

Buffett, 91, now holds 229,016 Class A shares and 278 Class B shares worth $95 billion. Berkshire’s Class A stock finished Tuesday at $415,500, down 1.9% on the session. The Class B stock was off 1.4% to $277.64.

Buffett now owns a roughly 16% stake in Berkshire and his voting interest is about double that. Buffett converted 9,608 Berkshire Class A shares into 14.4 million Class B shares and then made the donations Tuesday. The conversion reflects Buffett’s desire to limit the number of supervoting Class A shares in the public float, which bolsters his control of the company. When Buffett made the initial donation in 2006, he said he planned to give away 99% of its net worth and all of his Berkshire stock, then about 475,000 Class A shares, to philanthropy. Buffett offered some thoughts on his approach to philanthropy when he made the donation in 2021.

https://www.barrons.com/articles/warren-buffett-donates-four-billion-berkshire-stock-charity-51655248644

"Nice old Uncle Warren" is just tightening his grip on BA and disguises it as being 'philanthropic' while buying billions in his own company.

Muh Share buybacks

During 2020 and 2021, the company repurchased nine per cent of its own shares that were outstanding at the end of 2019, for a total cost of $51.7 billion. Moreover, during the first two months of 2022, additional shares were repurchased for a total of $1.2 billion.

https://timesofmalta.com/articles/view/warren-buffett-and-the-benefit-of-share-buybacks.940227

China Will Test Markets With Biggest Offshore Bond Sale Since 2016

China will launch its largest offshore yuan sovereign bond sale in six years, testing global appetite during a debt market rout and a stream of outflows as global funds offload Chinese government notes.

The Ministry of Finance will auction 7.5 billion yuan ($1.1 billion) of the central government bonds across two, three and five-year maturities on Wednesday, the first of four batches totaling 23 billion yuan planned for this year in Hong Kong, denominated in the offshore currency. The offering is due on the same day the Federal Reserve is expected to consider its biggest interest-rate increase since 1994 as it looks to contain the hottest inflation in decades. Outflow pressure on Chinese government bonds could increase, given the widening monetary policy gap with the US that undermines the notes’ yield premium. There are also attractions for domestic investors. The Southbound bond connect, drawing capital from mainland China to bonds available in Hong Kong, offers traders a chance to hunt for arbitrage opportunities between onshore and offshore sovereign debt markets. “Dim Sum bonds have previously underperformed onshore peers amid capital outflows and yuan depreciation, resulting in a rise in yield premium over onshore peers,” Standard Chartered Bank strategists including Becky Liu wrote in a note, referring to yuan-denominated notes sold in Hong Kong. “Short-dated bonds are likely to receive the strongest support from domestic investors, especially banks.” Onshore banks may be more interested in higher-yielding debt, given that a lack of loan demand has left them with abundant cash. The yield premium of Chinese sovereigns traded offshore is as much as 44 basis points over their onshore equivalents across the curve in secondary market trading, according to data compiled by Bloomberg.

The spread reflects different pricing of China’s sovereign risks by overseas and domestic investors. It has widened this quarter as Covid lockdowns damped sentiment toward China’s economic growth. Both onshore and offshore Chinese government bonds trade at yields well below those of equivalent treasuries.

The issuance of yuan-denominated government bonds could also drain offshore liquidity and help stabilize the currency, raising funding costs for offshore shorts as the Fed hikes rates, according to Zhaopeng Xing, a senior strategist at Australian & New Zealand Banking Group. The overnight offshore yuan Hibor fixing rate climbed 28 basis points Tuesday to 2.67%, the highest since April 25.

Foreign ownership of Chinese government debt onshore slid to 10.5% in April from a record high 11.1% in January, according to the latest Chinabond data. The securities recorded a year-to-date loss of 3.8% in dollar terms, according to a Bloomberg index, as the yuan has slid to become emerging Asia’s worst-performing currency in the second quarter.

Still, that compares to year-to-date declines of more than 9% for Chinese investment-grade corporate notes, and 24% for high-yield corporate bonds, according to data compiled by Bloomberg.

https://www.bnnbloomberg.ca/china-will-test-markets-with-biggest-offshore-bond-sale-since-2016-1.1778898

>>139020

Nope that ok..I forgot to use it but most of that has already been conveyed one way or another since Sunday night.

omg-picrel

https://finance.yahoo.com/news/check-401k-stocks-tank-203638392.html

in dis article

"a financial therapist"

someone actually paid to be this....

Crypto-Carnage Hits Every Asset Class Tied to Crypto

It wasn’t just cryptocurrencies that crashed yesterday, it was crypto exchanges, crypto mining stocks, publicly-traded companies holding large investments in crypto, and crypto ETFs.

By the time the closing bell rang yesterday, ProShares Bitcoin Strategy ETF had tanked by 20.22 percent on the day that was one of the halts mentioned yesterday or friday-member a BTC ETF, bringing its year-to-date loss to 50.4 percent. Other crypto-related ETFs were similarly hammered. VanEck Bitcoin Strategy ETF gave up 19.86 percent, bringing its year-to-date loss to 53 percent.

Shares of crypto mining stocks, which were already battered and bruised, were further bloodied. Among the worst of the lot was BIT Mining Ltd. (ticker BTCM) which plunged 36.60 percent yesterday, bringing its year-to-date loss to 79.9 percent.

The graphic below shows how nine other crypto mining stocks performed yesterday. Year-to-date, these stocks have lost 60 to 85 percent of their market value. The companies are: Argo Blockchain PLC (ARBK), Bitfarms Ltd. (BITF), Hive Blockchain Technologies Ltd. (HIVE), Hut 8 Mining Corp. (HUT), Greenidge Generation Holdings (GREE), Iris Energy (IREN), Marathon Digital Holdings Inc. (MARA), Riot Blockchain Inc. (RIOT), and Stronghold Digital Mining (SDIG). The ongoing downdraft in crypto had a new fuse lit yesterday on the news that cryptocurrency lender, Celsius Network, has frozen withdrawals. The large crypto exchange, Binance, also suspended Bitcoin withdrawals for three hours yesterday morning, blaming it on a “stuck transaction.” The news of the gate locking in crypto accelerated the panic selling.

The publicly-traded cryptocurrency exchange, Coinbase, saw its shares drop another 11.41 percent yesterday to end trading at $52.01. Coinbase went public on April 14, 2021 in a direct listing at a reference price of $250 per share. Its shares traded as high as $429.54 on its first day of trading before closing at $328.28. According to an SEC filing, Coinbase’s Chairman and CEO, Brian Armstrong, sold 750,000 shares on April 14, 2021 at an average share price of $389.10, or approximately $291.8 million in total. As of yesterday’s closing price of $52.01, public investors are now down 87 percent from where Armstrong sold his shares.

Also taking big hits yesterday were publicly-traded companies that have taken big stakes in Bitcoin as a corporate “asset.”

Block Inc., formerly known as Square, the company cofounded by former Twitter CEO Jack Dorsey, owns $220 million of Bitcoin as a corporate asset. It also received 44 percent of its total net revenues from bitcoin trades on its app in this year’s first quarter, according to its most recent 10-Q filing with the SEC. In doing research yesterday on the company, we were stunned to learn that it was allowed to buy a federally-insured bank in March of 2021. Block lost 12.68 percent of its market value yesterday and is down 61 percent year-to-date.

Block’s latest 10-Q that was filed with the SEC for the quarter ending March 31, 2022, exquisitely lays out a panoply of good reasons to not allow a company like this to own a federally-insured bank, backstopped by the U.S. taxpayer:

and if you put one fuggen $ in this after reading this below (most don't) you deserve to lose everything

“…we expect to continue to expand our markets in the future, and we may have limited or no experience in such newer markets. We cannot assure you that any of our products or services will be widely accepted in any market or that they will continue to grow in revenue. Our offerings may present new and difficult technological, operational, regulatory, risks, and other challenges, and if we experience service disruptions, failures, or other issues, our business may be materially and adversely affected. For example, our Cash App products are intended to make investing in certain assets, such as bitcoin, stocks, and exchange-traded funds, more accessible. However, as a result, our customers who use these products may experience losses or other financial impacts due to, among other things, market fluctuations in the prices of bitcoin and stocks. If our customers are adversely affected by such risks, they may cease using the product or Cash App altogether and our business, brand, and reputation may be adversely affected. Our expansion into newer markets may not lead to growth and may require significant management time and attention, and we may not be able to recoup our investments in a timely manner or at all. If any of this were to occur, it could damage our reputation, limit our growth, and materially and adversely affect our business…”

moar

https://wallstreetonparade.com/2022/06/crypto-carnage-hits-every-asset-class-tied-to-crypto/

>>138876 lb

JASDF JF442 767 tanker heading sw east of the Senkaku Islands since we had that Japanese Navy elephant walk yesterday they've sent a tanker out and it's surely not heading to refuel air-it's a little high for that right now but normally don't see these this far south.

A little preview of what to expect for tomorrow on the FOMC-three scenarios

I think getting the system to accept 75bp was all too easy-look at the tantrum they threw starting on Sunday and basically starting on Thursday tbh-and this is when I said they are setting up a bear 'trap'-see cap #1-2 here >>138263 pb thought it earlier here >>138237.

The 2 year spike hard on Friday and continued when it opened up on Sunday evening-this is what is used as the 'gauge' for what the system expects the FOMC to do. You also had the Atlanta Fed Head Bostic with his revisions on Tuesday last week- >>137905 pb but as already mentioned he doesn't vote so he is the "bad cop" (from the FRB standpoint-since he has done this before and injected a little reality into official #s but he walked those back last year not long after)

Prior to Sunday Night and late last week they all expected 50bp because even Jerry said it at last meeting " 75bp is NOT on the table".

Here are some things to look for when they announce tomorrow at 2pm EST-they also have an extended projection and that is done 4x a year so again here we have a PERFECT set-up to "pop" out a surprise

They do less than 75bp: Markets completely tank and you have a dump that could possibly trip the circuit breakers (after all they "expect 75bp now) and it's pretty much 50/50 from all the ANALysts on what they will do with half saying 75 the other 50. They can't all say "yes 75bp for sure" because that would look too obvious. Less than 75 bp you get the "risk off" scenario where even if it is nailed down to the floor it's gonna get sold to show the FOMC if we don't get what WE expect this is how we are going to treat you. Don't forget the big banks own the FRB not the other way around-they do what the Zombie Banks and Primary Dealers want them to but make it look like they are independent.

They do 75bp: As of Sunday evening that is the expectation they created in less than 3 days and it took the MSM too long to ease it into the Financial news cycle. Godzilla and muh TS frens knew all this on Sunday evening as it was happening and it was done way quicker than they-FIN MSM led on to-but still may cause a sell-off because some may think it's not enough. BTW it is not enough and unless you get this to around 20% ala Paul Volcker in the early 80's nothing they do is going to affect this in a way that will bring any of this under control-I actually think we are way beyond even that working. Either way they will not be doing that-raising to that level. The FOMC (FRB) has an impotence issue as they are way behind this and need to do something to arrest that stigma that they have created so....

They do 100bp: Absolute carnage to the upside because it is not expected and 25 bp better than the result they forced by driving the 2 year up starting on thursday-it really spiked Friday hard-along with everything else rate-wise. The have an overwhelming need to be seen as relevant and to anyone in the know they will never be but that is NOT who they need to convince. They need to convince people who still think they control rates and they could go a long ways towards that if they raise an unexpected 100bp or 1%. Thus creating a perception that they are in control of this. They really need to remove these hikes, and quickly, because this system cannot take the extra $ it costs them to carry this ass-ton of shitty depreciating assets (they used so much leverage they need "up" all teh time). To appear relevant and stop the "talk" about them being "behind it all" they can pull out a surprise and do a few things with that. Try to be seen as relevant-already covered, make the markets go up and arrest teh over $1t since Thursday loss across the board and (the most important part and muh theory from last week) completely eviscerate the big Put interest in the July expiry-that was only added to on Friday and Monday after I believed (on Thursday) they were setting it up to wipe it out. Over the weekend I saw several article pointing out large short positions taken out on late Thursday and Friday-you even had the Najarian Brothers highlighting it twice in a 48 hour period. It's there job to look for shit like that ( I get that) but this all looks like quite the set-up for a massive short squeeze.

They do NOT want to pay out on that as many are waiting for tomorrow-what better way to do all three of those things than to deliver an "unexpected" rate raise of 1%, that skies the markets (an obliterates the shorts) while making the people stop complaining about dropping markets. Basically put them back to sleep because most only care about it if it goes down. Plus Janet can push the Exchange Stabilization button to help this all along as well.

We'll see what they do but it wouldn't surprise me at all if they raised 100bp or 1% because all the inflation data will be staying right around where it is at until Septembers release..it can't be hidden after that. I expect them to continue to doom and gloom it and then be "surprised' when it doesn't change much for the next few months

>>138929

>bakin next door

iz muh 3 yr anniversary for it <

Happy Bakeday, Anon.

Thank you for your service. o7

From us what can’t bake.

edits done

>prolly shoulda written that earlier when less tired but tried muh best

ttyitm

good night

SAM339 USAF C-40B on ground at Buffalo-Niagara Int'l Airport from JBA depart

AG Garland travels to Buffalo to meet with mass shooting victims' families, survivors

https://www.foxnews.com/politics/ag-garland-buffalo-mass-shooting-victims-families-survivors

>>139046

rates up 1% (30 y fixed) in a week, tons of inventory coming online, pool of qualified buyers shrinking-bit overdue.

Whoever has an ARM (Adjustable Rate Mortgage) feeling in already