/qrb/ - QResearch Bunker

Dough

https://fullchan.net/?74dfad03d83499f2#8Dji5LiYZmyhzg5P2WupkercsTdqMxYK4ahXtfTkCULt

>>145349

ty B

think they don't realize what a YUGE favor they did him on monday

I'd be like "thank ya....thank yuh veruh much"

>>145317 lb

AF2 USAF C-32A departed Las Vegas-McCarran Int'l (fuq calling it Harry Reid) after muh abortion tour stop and heading to San Francisco Int'l for yet another muh abortion stop the Oakland on Friday

Kamala Harris to Visit San Francisco, Oakland This Week

She will visit San Francisco Thursday to hold a discussion with state legislators about reproductive health care. On Friday, she will be in Oakland for an event on the commercial space sector and support for students.

https://www.nbcbayarea.com/news/local/kamala-harris-visit-oakland-san-francisco/2974256/

SAM823 USAF C-40BState Dept ACdeparted McCarran Intl

AE6850 US Navy P-8 Poseidon back to NAS Whidbey Island after some low altitude runnin' just west of San Clemente Island-all at about 1900 ft

https://truthsocial.com/@X22Report/posts/108801182193811043

@Pakehakehathegreatone

·

7m

They still haven’t figured out they’re being played….and it’s beautiful. The left and the left media are so stoopid. Checkmate.

https://truthsocial.com/@Pakehakehathegreatone/posts/108801189561897416

So trying to keep (their) 10 year below 0.25% has a cost...this is finally starting to show up to everyone..and you can see that the gyrations in the Yen since Feb were correlated with the action in that Bond-cap #2-They will replace current BOJ Gov. Kuroda in April next year

Japan's national debt tops 10m yen per capita for first time

Japan's government debt per capita surpassed 10 million yen, or roughly $75,000, for the first time at the end of June, data released Wednesday shows, as Tokyo poured money into tackling both the coronavirus pandemic and inflation.

Total outstanding bonds and borrowing reached a record 1,255.19 trillion yen ($9.43 trillion), up 13.9 trillion yen from the previous quarter. Based on the government's population estimate of 124.84 million as of July 1, this works out to 10.05 million yen per person -- nearly double the fiscal 2003 figure. Though tax revenue hit an all-time high of 67 trillion yen last fiscal year as corporate earnings recovered, this growth was outpaced by rising spending.

Low rates have helped to hold down the cost of interest payments, but Japan's heavy reliance on debt means that a future rise in interest rates could prove painful. Outstanding long-term debt, which must be repaid from tax revenue, dipped to 1,010.42 trillion yen 6.7 trillion yen less than at the end of March owing largely to repayments of previously issued bonds. Japan's 2.7 trillion yen fiscal 2022 supplementary budget passed in May to combat rising prices was funded entirely through deficit-covering bonds. The Finance Ministry estimates the outstanding balance of general bonds will reach 1,029 trillion yen at the end of fiscal 2022, while total borrowing grows to 1,411 trillion yen. Major Western economies also are spending heavily to rein in the pandemic and inflation, but Japan's debt load remains an outlier at more than twice the country's gross domestic product.

https://asia.nikkei.com/Economy/Japan-s-national-debt-tops-10m-yen-per-capita-for-first-time

https://tradingeconomics.com/japan/government-bond-yield

https://www.marketwatch.com/investing/currency/usdjpy

ty

finally cleared up dhere eh?

@LiberalAgitator

·

9m

What does a filthy Trump supporter say when someone gets mad at them/they for shitting with the door open? "My car, my rules."

If you enjoy my posts, please let your followers know about me. When I get to 1k followers, I will post a photo of my Pregnant husband for you all to enjoy. I love you all.

USN activity around San Clemente, including "US SUBMARINE"

Never fear, for two vessels "DUPE" and "Crimson Navy" are also out there as Unspecified

>>145353

SAM823 USAF C-40C on ground at San Francisco Int'l from Las Vegas

I swear if they fly these over to Oakland tomorrow...I'm sure they will

>>145372

looks normal upstairs-just the P-8 earlier and that looked pretty routine >>145353

THIS is the shit that needs to go-selling that amount in the open market would kill the share price-it's a thin market now so only option for them-if we needed cash we would have to just sell the asset that is our reality: the counter-party gets a decent discount on current share price (for the risk) Softbank gets instant pay-out and it is like a huge OpEx play combining calls and puts known as a collar

How will SoftBank cut its stake in Alibaba without selling shares?

SoftBank Group Corp (9984.T) is set to post a gain of $34.1 billion by reducing its stake in Alibaba Group Holding (9988.HK) from 23.7% to 14.6%. But the Japanese conglomerate will not sell its shares directly in the market. It is using a complex security called "prepaid forward contracts," which is a derivative largely used by investors. A prepaid forward contract is a type of derivative contract that allows an investor to hedge risks associated with an equity investment in a company. The contract involves a floor and a cap price, limiting investors' exposure to that price range. To settle the contracts, investors can either pay financial institutions in cash or hand the physical shares. "If the stock goes down in value below the floor, the investor is protected from that depreciation. On the other hand, if the stock appreciates above the cap, the investor doesn't participate in that upside," said David Martinez, an associate at law firm Clifford Chance. Prepaid forward contracts are widely used by investors who want to monetize positions without actually selling the stocks, said Gareth Old, a partner at Clifford Chance. To advance the money, financial institutions use the floor price of the range and apply a discount rate. Prepaid forward contracts also offer some fiscal advantages, as investors only have to pay taxes on capital gains when the contract is settled. SoftBank decided to hand 242 million shares in Alibaba to financial institutions because equity market conditions are challenging for a direct sale of the shares.

SoftBank also said the physical settlement would eliminate concerns about future cash outflows, reduce costs related to those contracts, and shore up its defenses against the market downturn. The Japanese conglomerate stands to gain $34 billion from unrealized gains and also from the physical settlement.

"Obviously, they want cash," said Bo Pei, senior equity research analyst at U.S. Tiger Securities. "The whole technology sector is down like 30%-40%. SoftBank has historically been heavily invested in these areas, and now they need cash."

https://www.reuters.com/business/finance/how-will-softbank-cut-its-stake-alibaba-without-selling-shares-2022-08-11/

>>144962 SoftBank eyes Vision Fund layoffs after posting $23bn loss-moar stock buybacks and trying to sell Fortress Investment Group to the Arabs

Straddle (moar commonly known) vs Collar (what this is and privately executed)

This (collar) is different to what is more commonly known as a straddle-a straddle in options-speak is a long (call) and short (put) purchase at the same price and expiration date-you are playing both sides and what you hope for is a big movement both ways so you can time your exit to take advantage of both movements-and they only work if it moves quite a bit above or below the strike price (share price you have selected) but still capture both movements-the trick on that is not to be over-exposed on the wrong side i.e.if you are heavier in calls (long side) and it drops you may just wipe out anything you may potentially gain with the puts as your hedge had with the short (put) so it's a tough one to get right consistently-they typically work best with longer duration expirations as you have time to allow the equity to move up and down while still having the time to execute both transactions.

This is exactly what Bernie Madoff said he was doing-with a slight variation-all the time-he added in different strike prices (split-strike straddle) and it was complete bullshit as no-one (without insider information) is gonna get this right all the time and generate billions he said he was.

What Is a Collar?

A collar, also known as a hedge wrapper or risk-reversal, is an options strategy implemented to protect against large losses, but it also limits large gains.

An investor who is already long the underlying creates a collar by buying an out-of-the-money put option while simultaneously writing an out-of-the-money call option. The put protects the trader in case the price of the stock drops. Writing the call produces income (which ideally should offset the cost of buying the put) and allows the trader to profit on the stock up to the strike price of the call, but not higher.

https://www.investopedia.com/terms/c/collar.asp

This doesn't tank the share price with 9.1% of it's total float being sold into the open and pretty thin (and getting thinner) market...basically a tool for the elites to not allow consequences of moar losses while they scramble for cash-Jack Ma was the co-founder at Alibaba and was the Executive Chairman until 2019. Softbank will still be the largest shareholder even with this transaction the other co-founder Joseph Tsai vice-chair Joseph Tsai is the second-largest shareholder in the company, with 11.9%.

Jack Ma remains it's 3rd largest with 4.8%-Goldman Sachs is next in line with 1.46%

>>145259, >>145272, >>144282 pb

as already mentioned this will get bigger and bigger'.."new" gov't check...visit by Hussein, Macron and Merkel in a few weeks...check..it remains to be seen how much this is influencing what really goes on there but I'm guessing it does as it's been around (these ties) for a long time..it's the "Moonies" they used to be known as-church

Unification Church ties loom over Kishida's new Cabinet

Lawmakers’ ties to the controversial religious group known as the Unification Church will likely continue to cast a shadow over Prime Minister Fumio Kishida’s new Cabinet, which was launched Wednesday. With the administration seen facing difficulties sorting out the problem anytime soon, a former Cabinet minister said that public support for the Kishida Cabinet “is unlikely to go up.” “Regarding relations with an organization that is believed to be socially problematic, we need to be very careful so as not to arouse suspicion among the public,” Kishida told a news conference held Wednesday after the launch of the new Cabinet, referring to the Unification Church. In the selection of ministers for his new Cabinet and new executives of his ruling Liberal Democratic Party, Kishida focused on whether candidates have any links with the Unification Church.

Before the reshuffle, Deputy Chief Cabinet Secretary Seiji Kihara, a close aide to Kishida, was tasked to examine in advance whether candidates for ministerial posts have links with the religious group. Seven ministers before the reshuffle who were found to have had links with the Unification Church, such as receiving election support from or sending a congratulatory telegram to the group, were not allowed to stay in the new Kishida Cabinet. One of those ousted was former defense minister Nobuo Kishi, the younger brother of former Prime Minister Shinzo Abe, who was fatally shot last month. But some in the reshuffled Cabinet were also confirmed to have had relations with the group.

Internal Affairs and Communications Minister Minoru Terada, who was given a ministerial post for the first time, was found on Wednesday to have paid a fee of ¥20,000 to a meeting of a group affiliated with the Unification Church in 2018. Akihiro Nishimura, the new environment minister, said he had not been aware the church was involved in an event he had previously attended, thinking it was a “conservative forum.” Naoki Okada, appointed regional revitalization minister in his first Cabinet posting, said that a local secretary had attended an event of a group related to the church, while Chief Cabinet Secretary Hirokazu Matsuno said that a local secretary of his deputy Seiji Kihara had done the same. Meanwhile, Katsunobu Kato, who returned to his former post as health minister, and Daishiro Yamagiwa, who retained his post as economic revitalization minister, both admitted to having previously paid “membership fees” to organizations affiliated with the church. At Wednesday’s news conference, Kishida said that he picked only those who promised to check their ties with the Unification Church and conduct a strict review based on the survey results as members of his new Cabinet. A source related to the LDP said that more party lawmakers will likely be found to have links with the Unification Church.

Koichi Hagiuda, former industry minister, was moved to the pivotal post of LDP policy chief, despite earlier revelations that he had given a speech at an event related to the church. When asked at a news conference Wednesday if he would sever all ties with the group, Hagiuda said, “for our part, we will continue to make a clear distinction (between the party and church).” The latest Cabinet reshuffle was closely watched as Kishida, who took office in early October last year, paved the way for a long administration after leading the LDP to a victory in last month’s Upper House election. The controversy over the church, now formally known as the Family Federation for World Peace and Unification, began after Abe’s killer told investigators that his mother’s donations to the religious group had ruined their family’s fortunes and he held a grudge against it.

Kenta Izumi, leader of the main opposition Constitutional Democratic Party of Japan, criticized the reshuffling, calling the new Cabinet lineup a “coverup” for the Unification Church controversy. “Despite (the LDP) saying it would conduct an impartial review, they have not clarified the links between many lawmakers and the church, which does not inspire public trust,” Izumi said. Tomihiro Tanaka, head of the church’s Japan branch, said at a news conference Wednesday that he would find it “extremely regrettable if involvement with our organization was the criteria” for the Cabinet reshuffling.

https://www.japantimes.co.jp/news/2022/08/11/national/politics-diplomacy/cabinet-unification-church-links/

So in other words do eet...why even say this?

Yellen tells IRS not to increase middle-class audits if it gets more funding

-U.S. Treasury Secretary Janet Yellen told the Internal Revenue Service on Wednesday that if the Inflation Reduction Act became law additional IRS resources should not be used to increase audit rates on taxpayers making under $400,000 a year. The legislation, which passed the Senate over the weekend with no Republican support, increases the IRS budget by about $80 billion over 10 years.

Democrats say beefing up IRS enforcement will increase tax collection and help pay for the $430 billion bill, which tackles climate change and lowers prescription drug costs for seniors, among other provisions. (yes since raising taxes on people that make $30k a year is really gonna 'help' inflation) Republicans have criticized the additional funding for IRS tax enforcement, saying the agency will not just focus on wealthier taxpayers but also go after middle-class families. Yellen told IRS Commissioner Charles Rettig in a letter released by the Treasury Department that any new IRS personnel "shall not be used to increase the share of small business or households below the $400,000 threshold that are audited relative to historical levels." The IRS is a bureau of the Treasury Department. (no it's NOT >>145319 pb 1. Is the Internal Revenue Service (“IRS”) an organization within the U.S. Department of the Treasury? Answer: No. The IRS is not an organization within the United States Department of the Treasury. The U.S. Department of the Treasury was organized by statutes now codified in Title 31 of the United States Code, abbreviated “31 U.S.C.” The only mention of the IRS anywhere in 31 U.S.C. §§ 301‑315 is an authorization for the President to appoint an Assistant General Counsel in the U.S. Department of the Treasury to be the Chief Counsel for the IRS. See 31 U.S.C. 301(f)(2).)

Yellen said, "contrary to the misinformation from opponents of this legislation, small business or households earning $400,000 per year or less will not see an increase in the chances that they are audited." The House of Representatives is expected to vote on the bill on Friday. President Joe Biden has said he would sign it into law.

https://www.reuters.com/business/yellen-irs-no-increase-middle-class-audits-if-irs-gets-more-funding-2022-08-11/

night

https://truthsocial.com/@Sheerglee/posts/108804142403335839

🔥Everything You are Witnessing is Connected to the FBI being Taken Down

🔥Keep Watching as the Leaks Begin

🔥Staged

By Storm Rider/Kari Carwile

>>145311 lb notable @AmbJohnBolton: I wish to thank the Justice Dept for initiating the criminal proceeding unsealed today

@therealtoriabrooke

·

12m

NEW — From Catherine Herridge: "A member of Iran’s Revolutionary Guard was charged in an alleged plot to murder former national security advisor John Bolton. Multiple sources tell CBS the plot was serious and the defendant was not a rogue operator."

@Charliekirk

·

9h

It was not a raid. It was a 9.5 hour occupation. 270 man hours.

This was a military operation against a political dissident.

morning

SAM394 USAF C-32ABlinkendeparted Kigali, Rwanda west

Grateful to @usambrwanda and the U.S. Embassy team for its work in support of a more peaceful and prosperous Rwanda and region. Glad to meet the team and family members and thank them today before departing Kigali.

https://twitter.com/SecBlinken/status/1557728117703131137?cxt=HHwWgoCqhYnelJ4rAAAAg

>>145408

Mornin' got a much needed audible kek, for grins and sheitz

https://truthsocial.com/@JeanDean1/108804309671943097

Russian Navy RF85855 Tupolev Tu-154 departed St. Petersburg and heading to Kaliningrad

French AF CTM1036 A330 SE from Amman, Jordan-can't tell how long it was there-no trace in

SHUCK82 USAF E-3A Sentry AWACS NW-and looks like it came out of Jordan but may have been in Syria

Czech AF MFO695 C-295 Persuader departed El Gora Airport, Sinai Peninsula and sits on the Gaza, Israeli border

German AF GAF612 Global Explorer departed Copenhagen-it arrived yesterday and heading back to Berlin with Czech AF CEF6012 C-295 Persuader taking off from same-in from Prague depart

'mo money/"assistance" fo Ukraine..it just doesn't stop'''

Copenhagen to give 110-mln-euro assistance to Kyiv - Danish PM

https://interfax.com/newsroom/top-stories/82150/

Denmark is co-hosting the daylong conference in Copenhagen-"donor conference" they are calling it

We (US) have given them $9.1 billion in 'security aid' since this entire shit started

Italian AF IAM195 G550 SIGINT (same as Israeli Nachshon Eitam) was in eastern Romania trackin' and back to Rome with Hungarian AF BRK58 C-17 heading for Bucharest, Romania from Papa AB, western Hungary

RAF RRR7251 RC-135 Rivet Joint done with it's customary Black Sea harassment program and WN

Looks like they (NYFRB) are gonna have to start taking moar of what the system shows up with (to sell to them) everyday (Mortgage Backed Securities)-and these type of moves are completely out of the norm-they losing the ability to control this since they were able to get it back below 5% but the rebound tells you it's totally artificial

Today the bought $497m of 30year GinneMae and did it early-done by 10:20am EST

Mortgage rates spike as home prices hit new record

The national home price average crossed $400,000 for the first time. Mortgage rates resumed their upward climb along with home prices. Rates for a 30-year fixed mortgage rose to 5.22% from 4.99%, according to Freddie Mac's weekly data. Separately, the national median single-family existing-home price rose 14.2% annually to $413,500, surpassing $400,000 for the first time, according to the National Association of Realtors. Eighty percent of U.S. metro markets saw double-digit annual price gains.

https://www.foxbusiness.com/markets/mortgage-rates-spike-home-prices-hit-new-record

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

Well THIS is quite interdasting--since the Watergate 'break-in' was in 1972 and the whole thing played out into 1973 and 1974

PIZZA72 and 73 USAF KC-46A Pegasus tankers SW after running up NE and out of McGuire AFB, NJ

ty

>>145339

>>145349

#984

>>145353, 145373 AF2 C-32A Kneepads Las Vegas to San Francisco for muh abortion Version 9 or 10 I've lost track how many times it's NOT been about the border and then to Oakland on Friday-SAM823 also at SFO State Dept AC

>>145354 X22: FBI Raid is not what you think, [DS] knows they lost Ep. 2847

>>145356 for the kek of it..the libs haz no idea wut is gong on wif mondays raid at Mar-a-lago but they think they do

>>145360 Japan's national debt tops 10m yen per capita for first time-Yen and 10 year bond correlation-not hard to see why it just passed the 10m Yen ($75K) must...defend....0.25% at ALL cost(s)

>>145365 moar keks on the 'opposite' side @LiberalAgitator

>>145372 Boatfag: USN activity around San Clemente, including "US SUBMARINE"-Never fear, for two vessels "DUPE" and "Crimson Navy" are also out there as Unspecified

>>145374 Softbank needs da dosh-so they are doin' a private deal so they don't tank Alibaba share price-How will SoftBank cut its stake in Alibaba without selling shares?...surprise! it's a form of derivatives that acts like an OpEx trade

>>145376 Unification Church ties loom over Kishida's new Cabinet

>>145377 Yellen tells IRS not to increase middle-class audits if it gets more funding..and they state the IRS is a bureau of the US Treasury..sowee good try nikkas!!!!

>>145395 Some interdasting information leading up to the Mar-alago raid

>>145399 Everything You are Witnessing is Connected to the FBI being Taken Down-Keep Watching as the Leaks Begin-Staged

>>145400 From Catherine Herridge: "A member of Iran’s Revolutionary Guard was charged in an alleged plot to murder former national security advisor John Bolton. Multiple sources tell CBS the plot was serious and the defendant was not a rogue operator.

>>145401 It was not a raid. It was a 9.5 hour occupation. 270 man hours.

>>145410 SAM394 USAF C-32A Blinken departed Kigali, Rwanda west

>>145415 Planefag: Russian Navy from St. Petersburg to Kaliningrad-French A330 SE from Amman, Jordan-SHUCK82 E-3 Sentry AWACS mebby over Syria coming out of Jordan-Czech AF left El Gora Airport Sinai

>>145422 German AF GAF612 Global Explorer departed Copenhagen-it arrived yesterday and heading back to Berlin with Czech AF CEF6012 C-295 Persuader taking off from same-in from Prague depart-Copenhagen to give 110-mln-euro assistance to Kyiv - Danish PM-We (US) have given them $9.1 billion in 'security aid' since this entire shit started

>>145423 Italian AF IAM1495 G550 SIGINT back to Rome after eastern Romania-Hungarians to Bucharest in C-17 RAF Rivet joint done over Black Sea

>>145429 Mortgage rates spike as home prices hit new record-NYFRB bought $497m of 30y GinnieMae (MBS) today and early-finished by 10:20am EST

>>145430 PIZZA72 and 73 USAF KC-46A Pegasus tankers SW after running up NE and out of McGuire AFB, NJ-the Watergate 'break-in' was in 1972 and the whole thing played out into 1973 and 1974

keepin' up on dis

>>145410

SAM394 USAF C-32ABlinkenwent to Accra, Ghana from Kigali, Rwanda departure

This stop is not on any official schedule the State Dept has put out-it stops at the Kigali visit

I also think he went to Accra on 0809 after stopping at Kinshasa for 90 minutes-from it's Johannesburg, South Africa depart-cap #2

Meg Whitman (new Kenyan Amb) also was at Accra on 0807 >>144929 pb and arrived from Nairobi the day before

Pay attention to this nigga...he had it BANG on correct in 2006 and knew what was coming then...don't get wrapped up in the "we might see sales decrease" or "it kinda looks like" statements..it is decidedly heading in those directions-which is why the FED has to start taking off those rate raises and why they are doing the MBS buys >>145429 and NYFRB Ops

Current State of the Housing Market

This is a market overview for mid-August-cap #5

Refinance activity has all but vanished, and purchase activity is down significantly year-over-year (YoY) This has led to significant layoffs in the mortgage industry. For example, LoanDepot has reduced staff by 35% this year, with further layoffs planned: "We have already made significant progress … reducing headcount from approximately 11,300 at year-end 2021 to approximately 8,500 at the end of June, 2022, to approximately 7,400 at the beginning of August 2022. We are accelerating our execution of the plan and expect to end the third quarter of 2022 with headcount below our previously stated year-end goal of 6,500.”

However, this will not be like the lender implosion following the housing bubble, since the quality of recent loans - and the structure of the industry - is very different from the bubble years. Here is a graph Cap#1of the Mortgage Bankers Association’s (MBA) refinance index showing the index is near the lowest level since the year 2000.

Inventory is Housing’s Crystal Ball.

The NAR reported inventory was up 2.4% year-over-year in June. Other sources, such as Altos Research and Realtor.com, indicate active inventory is currently up 30% YoY. The early local market reports for July show inventory up over 46% YoY for these markets! These same markets were up 20% YoY in May, so the NAR report for July will show further increases in inventory. It is important to realize inventory is both increasing and still very low. Here is a graph from Realtor.com’s July Housing Trends Report. This shows their estimate of active inventory over the last six years. Currently inventory is rising, but still far below normal. Since inventory was declining rapidly for most of 2020, and it is very likely that inventory will be up in August or September compared to 2020. Altos inventory data of the trend comparing to 2019, 2020 and 2021. The blue line (compared to 2021) shows inventory is up YoY, but growth has slowed recently. The red line compares to 2020, and inventory will be up compared to 2020 by September. The dashed purple line is compared to 2019, and this will be the key comparison for inventory. For new homes, there are a record 6.2 months of homes under construction - well above the normal level (total inventory is at 9.3 months, but that includes homes not started). This elevated level of homes under construction is due to supply chain constraints. However, there are still very few completed homes for sale.

And for housing starts there are a record 1.665 million units under construction. This eclipses the previous record of 1.680 million units that were under construction (mostly apartments in 1973 for the baby boom generation). Reported house price growth is still very strong, but the Case-Shiller National Index has started to show a slight deceleration to 19.7% in May. The recent slowdown will take some time to show up in the price indexes, see: When will House Price Growth Slow? The Case-Shiller index is a three-month average of closing prices, so “May” prices are for sales that closed in March, April and May. A few of those contracts were probably signed in January!

We have to be patient waiting to see the impact on house prices of the slowdown in sales due to the significant data lags. Meanwhile, Altos Research CEO Mike Simonsen noted this week that “prices reductions” are above normal. And he expects 40% of properties will see price reductions by September.-(right around the time the the next CPI data comes out giving the final "all clear" signal) We are seeing declines in both new and existing home sales due to higher mortgage rates. The NAR reported sales in June were at “a seasonally adjusted annual rate of 5.12 million. Year-over-year, sales dropped 8.6% (from 5.92 million in June 2021). Sales that closed in June were likely signed in April and May, and with higher mortgage rates in June, I expect sales to decline further in July. The local market reports released so far suggest a further significant decline in closed sales in July. It is important to note that the Census Bureau reports gross sales, whereas the home builders report net sales (gross sales minus cancellations). Usually this isn’t a big difference, but during periods of rising cancellations, gross sales is too high.'''

Earlier this week, Rick Palacios Jr., Director of Research at John Burns Real Estate Consulting tweeted that new home cancellations have increased sharply in July.

moar

https://calculatedrisk.substack.com/p/current-state-of-the-housing-market-c8e

We mustn't forget (I did) that yesterday August 10th was SKYKING and 4th Anniv. of that

SAM842 USAF C-32A and BOXR47 USAF C-40C departed South Bend, IN after a little less than 4 hours on the ground

McCarthy and Scalise likely on SAM842-and the other politicians are on BOXR47

Indiana Governor Eric Holcomb, other political leaders pay tribute to Jackie Walorski

Mourners gathered Thursday at Granger Community Church and were to head later to Southlawn Cemetery in South Bend to pay their final respects to U.S. Congresswoman Jackie Walorski, who was killed last week in a car crash.Those who spoke in her memory at the Granger service included Indiana Gov. Eric Holcomb, U.S. House of Representatives Minority Leader Kevin McCarthy, U.S. House Republican Whip Steve Scalise, and congressional representatives from other states, including Ann Wagner of Missouri and Brad Wenstrup of Ohio.

https://www.southbendtribune.com/story/news/local/2022/08/11/jackie-walorski-funeral-eric-holcomb-indiana-governor-political-leaders-speak/65400330007/

>>145430

>PIZZA72

top kek

Grand Admiral of Propaganda:

"As long as it has pineapple, pepperoni and jalapenos for toppings."

You see the image that this poster used?

What a coincidence.

/midnightriders/ notables now available on /qrb/

>>145379

>>145609

Sees on TS too.

VM101 US Navy G5 back at JBA after crossing the Atlantic-departed from Souda Bay, Crete earlier today'-landed about 45 minutes ago

This AC arrived at Stuttgart prior to No Nighwatch Lloyd Austin as SAM574 on 0808 (mis-labeled as VV100 >>145055 pb

It shows it departing Stuttgart on 0810-yesterday heading SE and drops off scope for about 5.5hrs just south of Jeddah over the Red Sea and then reappears heading NW at about same point and heads to Souda Bay, Crete...could have gone to Yemen or Djibouti-almost anywhere on the horn on Africa

VV101 US Navy G5 heading back to JBA from a ground stop at Quonset State Airport, R.I. of about 90 minutes

SAM797 USAF G5 on ground at Monterey Regional Airport from JBA depart-this is probably the highest level AC I've seen in here-been on ground for about 135 minutes

>>145610

aye-ppropriated

fabulous job on those as usual

>>145475

SAM394 USAF C-32ABlinkenheading for Cape Verde Islands-Amílcar Cabral International Airport from Accra, Ghana stop of about 2 hours

Nuffin on his twatter account about Accra or this current stop

5 hours ago cap#2 posted while in Accra-do they not realize they can be seen?...kek!

https://twitter.com/SecBlinken/status/1557783038221754370?cxt=HHwWhICx5e7arZ4rAAAA

>>145618

SAM394 C-32A departed Cape Verde Island-Amílcar Cabral International Airport after a ground stop/refuel (at least that what I think it is) it could make it w/o the stop for fuel-just about as it's about 10h30m Accra-DC without adding time for commercial type of loading/taxi

Still nuffin on his visit to Accra

@themiamibulletin

·

1d

White House Drug Dog Signals Next to Hunter Biden

themiamibulletin.com

Melania's closet surveillance feed...

Kek

>>145634

Kek

Yoink

it's DANK all on its own but a little tweek fer the sky

>>145204, >>145247, >>145320, >>145331, >>145335 pb

C101 US Coast Guard G5 departed JB Elmendorf after an overnight and it's ground stop at St. Paul Island yesterday-being met by SAM700 and escorted back to JB Elmendorf

Wish I had been watching that Island earlier to see if another flight went in dhere before C101 arrived-SAM700 still shows as on the ground at Elmendorf

As you can see both C101 G5 and SAM700 G5 left the DC area at about the same time on Tuesday >>145204 to meet up as C101 G5 departed St. Paul Island, AK on Wednesday >>145331 so I wud love to know what is going on here

The last supermoon of the year rises tonight!

https://www.space.com/august-full-moon-last-supermoon-of-2022

Sturgeon Moon, tonight at 9:36 p.m. EDT.. coincides with the peak of the Perseid meteor shower.

Houston we habs a problem, not far from my back door. They will kill and eat fawns, outs I go... hope big foots don't find me kek.. maybe I brings back proof, I be out there looking like Don Knots in The Ghost & Mr Chicken.. yuuge eyez

00000000 USAF B-52 Stratofortress over northern Michigan and heading back to Minot AFB, ND-was another one out here the yesterday and we had FORGE63 US Army G5 depart Gaylord, MI-which is just west of this BUFF yesterday >>145338 lb

Tail #60-0017... 6 +17 =23

Looks like some doggos having some issues in northern Michigan..'mystery' illness

Parvo-like illness killing young dogs in Northern Michigan

https://www.mlive.com/news/2022/08/parvo-like-illness-killing-young-dogs-in-northern-michigan.html

Tokyo stock index hits 7-month high as concerns over U.S. economy ease

The Nikkei index hit a nearly seven-month high Friday morning as concerns over inflation in the U.S. economy receded following weak economic data.

The 225-issue Nikkei Stock Average rose 660.66 points, or 2.37 percent, from Wednesday to 28,479.99. The broader Topix index was up 35.37 points, or 1.83 percent, at 1,969.02. Japanese financial markets were closed Thursday for a national holiday. (this is it's reaction to our CPI#s from Weds-it was closed Thursday)

On the top-tier Prime Market, gainers were led by precision instrument, electric appliance, and oil and coal product issues. In the currency market, the U.S. dollar was firm in the lower 133 yen range following an overnight rise in long-term U.S. Treasury yields. At noon, the dollar fetched 133.44-45 yen compared with 132.92-133.02 yen in New York at 5 p.m. Thursday. The euro was quoted at $1.0309-0313 and 137.56-63 yen against $1.0314-0324 and 137.34-44 yen in New York late Thursday afternoon. Stocks gained sharply from the outset, tracking overnight gains in the Dow index, as weaker-than-expected U.S. consumer and producer price indexes for July eased inflation concerns, brokers said. "Weak data fanned expectations that inflation has peaked in the United States and that the Federal Reserve, therefore, will not raise interest rates aggressively," said Maki Sawada, a strategist in Nomura Securities Co.'s investment content department. (thanks nizza-they already did that and dropped it to 25bp expectations and GDPNOW raised up over 1% to 2.5% >>145326 pb )

The benchmark Nikkei at one point rose to a level not seen since Jan. 18, buoyed partly by buying in energy shares after the International Energy Agency raised its outlook for oil demand in 2022, citing soaring oil use for power generation purposes. Refiners Cosmo Energy Holdings gained 145 yen, or 3.7 percent, to 4,045 yen, Eneos Holdings climbed 15.3 yen, or 3.1 percent, to 513.1 yen, and Idemitsu Kosan went up 50 yen, or 1.4 percent, to 3,585 yen. Investors also bought back technology shares following their falls earlier in the week. Advantest was up 310 yen, or 3.8 percent, at 8,430 yen and Screen Holdings was ahead 400 yen, or 4.2 percent, at 9,870 yen.

SoftBank Group surged 365 yen, or 6.9 percent, to 5,680 yen after the company said Thursday it will cut its stake in China's Alibaba Group Holding Ltd. to increase its cash reserves. (The short bus clearing out of that one-let's see it lost $23B on it's recent qtrly announcement, it's basically forced to do a complicated derivatives swap to offload 9.1% of Alibaba becasue it desperately needs the cash-it will realize $34B from that transaction alone-and they (the "expurts") are buying the 'inflation is contained' narrative...perfect recipe to for a rally...derp!)

Among Prime Market issues, advancing issues outnumbered decliners 1,603 to 208, while 26 ended the morning unchanged.

https://english.kyodonews.net/news/2022/08/acc7acc61c8b-nikkei-hits-7-month-high-as-concerns-over-us-economy-ease.html

https://www.marketwatch.com/investing/index/nik

Our Futures are pretty flat to slightly up...CME FED Watch has the next rate raise still at 25bp from it's drastic change on Weds-told ya last Friday was just noise with the jobs #s (the rhetoric that they will continue to be aggressive is just that...talk and that talk lasted Friday-Weds upon those inflation #'s being released-we see you FOMC...yer gonna NOT raise rates at the next meeting because you have to get them dialed back or the housing market is gong to continue to implode >>145476 )-25bp will be much easier to NOT do after the next CPI reading that will still show inflation at record highs but "cooling off"-it all depends where gasoline goes from here but Food prices are still up and continuing to climb so they need to drop gasoline quite a bit to get that result

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

The World is Watching

>>145339

>>145349

>>145438

#984

>>145353, 145373 AF2 C-32A Kneepads Las Vegas to San Francisco for muh abortion Version 9 or 10 I've lost track how many times it's NOT been about the border and then to Oakland on Friday-SAM823 also at SFO State Dept AC

>>145354 X22: FBI Raid is not what you think, [DS] knows they lost Ep. 2847

>>145356 for the kek of it..te libs haz no idea wut is gong on wif mondays raid at Mar-a-lago but they think they do

>>145360 Japan's national debt tops 10m yen per capita for first time-Yen and 10 year bond correlation-not hard to see why it just passed the 10m Yen ($75K) must...defend....0.25% at ALL cost(s)

>>145365 moar keks on the 'opposite' side @LiberalAgitator

>>145372 Boatfag: USN activity around San Clemente, including "US SUBMARINE"-Never fear, for two vessels "DUPE" and "Crimson Navy" are also out there as Unspecified

>>145374 Softbank needs da dosh-so they are doin' a private deal so they don't tank Alibaba share price-How will SoftBank cut its stake in Alibaba without selling shares?...surprise! it's a form of derivatives that acts like an OpEx trade

>>145376 Unification Church ties loom over Kishida's new Cabinet

>>145377 Yellen tells IRS not to increase middle-class audits if it gets more funding..and they state the IRS is a bureau of the US Treasury..sowee good try nikkas!!!!

>>145395 Some interdasting information leading up to the Mar-alago raid

>>145399 Everything You are Witnessing is Connected to the FBI being Taken Down-Keep Watching as the Leaks Begin-Staged

>>145400 From Catherine Herridge: "A member of Iran’s Revolutionary Guard was charged in an alleged plot to murder former national security advisor John Bolton. Multiple sources tell CBS the plot was serious and the defendant was not a rogue operator.

>>145401 It was not a raid. It was a 9.5 hour occupation. 270 man hours.

>>145410, >>145475, SAM394 USAF C-32A Blinken departed Kigali, Rwanda west and went to Accra, Ghana-not on any of the official schedules and likely went dhere on 0809 too

>>145415 Planefag: Russian Navy from St. Petersburg to Kaliningrad-French A330 SE from Amman, Jordan-SHUCK82 E-3 Sentry AWACS mebby over Syria coming out of Jordan-Czech AF left El Gora Airport Sinai

>>145422 German AF GAF612 Global Explorer departed Copenhagen-it arrived yesterday and heading back to Berlin with Czech AF CEF6012 C-295 Persuader taking off from same-in from Prague depart-Copenhagen to give 110-mln-euro assistance to Kyiv - Danish PM-We (US) have given them $9.1 billion in 'security aid' since this entire shit started

>>145423 Italian AF IAM1495 G550 SIGINT back to Rome after eastern Romania-Hungarians to Bucharest in C-17 RAF Rivet joint done over Black Sea

>>145429 Mortgage rates spike as home prices hit new record-NYFRB bought $497m of 30y GinnieMae (MBS) today and early-finished by 10:20am EST

>>145430, >>145609 PIZZA72 and 73 USAF KC-46A Pegasus tankers SW after running up NE and out of McGuire AFB, NJ-the Watergate 'break-in' was in 1972 and the whole thing played out into 1973 and 1974

>>145476 Current State of the Housing Market...NOT good

>>145481, 145560 yesterday August 10th was 4th Anniv of SKYKING- the single most EBIC non-45 troll EVER!! some memes for the occasion

>>145538 Politicians returning from Walorski service-SAM842 USAF C-32A and BOXR47 USAF C-40C departed South Bend, IN after a little less than 4 hours on the ground-McCarthy and Scalise likely on SAM842-and the other politicians are on BOXR47

>>145614 VM101 US Navy G5 back at JBA after crossing the Atlantic-departed from Souda Bay, Crete-This AC arrived at Stuttgart prior to No Nighwatch Lloyd Austin/VV101 US Navy G5 heading back to JBA from a ground stop at Quonset State Airport, R.I. of about 90 minutes/SAM797 USAF G5 on ground at Monterey Regional Airport from JBA depart

>>145618, >>145630 SAM394 USAF C-32A Blinken heading for Cape Verde Islands-Amílcar Cabral International Airport from Accra, Ghana stop of about 2 hours and departed back to JBA

>>145633 kekage news: if you din't check it you'd believe it-White House Drug Dog Signals Next to Hunter Biden

>>145646 C101 US Coast Guard G5 departed JB Elmendorf after an overnight and it's ground stop at St. Paul Island yesterday-being met by SAM700 and escorted back to JB Elmendorf

>>145648 The last supermoon of the year rises tonight! coincides with the peak of the Perseid meteor shower.

>>145651 00000000 USAF B-52 Stratofortress over northern Michigan and heading back to Minot AFB, ND-was another one out here the yesterday and we had FORGE63 US Army G5 depart Gaylord, MI-which is just west of this BUFF yesterday-'mystery' illness affecting younger doggos in northern MI

>>145653 Tokyo stock index hits 7-month high as concerns over U.S. economy ease-some comments on the next FOMC meeting in Sept

>>145654 The World is Watching Q drop #1843 4 year delta with 45 statement from this evening

tap the tribe and goodnight muh fren(s)