/qrb/ - QResearch Bunker

>>148716

cause they can't hack carrying the inventory cost of shit no one needs piling up for starters

>to realign inventories

The Fed X warning was just the start-credit cards maxed and the myth of the "strong consumer" is gone-retail sales last week

All the big banks haz millions set aside for the coming wave of defaults dhere-they know it-just took ole Jerry and the bois to ignore all of it (and now they can't).

If these big-boxes don't start gettin some cash flow soon...things could really get shitty..kek!

The retail sales #s don't adjust for inflation so they will always go 'up" but the one thing they missed was overall they are falling off a cliff

Housing market rolled over...and will continue to do so-that just doesn't turn on a dime

lemme count the ways

kek

and btw we are over halfway in to Sept and the QT (in the size they said they were gonna do) has yet to materialize..mebby they waiting for Santa to buy all dhat cause ain't no one gonna.

Planefag:Europe and CONUS update

JASDF JF01 777Emperor Naruhitoand the two Aussie ACs ASY365 A330PM Albaneseand it's support AC ASY372 A330 all departed Stansted -the 2 Aussie ACs will both stop at Dubai for a refuel

German AF GAF921 A350 departed Berlin-heading to New York

empty callsign Mr and Mrs Potato in 82-8000 747 arrived back at JBA about 110m ago-Hungarian AF HUAF668 Falcon 7XKatalin Novak, Brazilian AF BRS01 A319Bolsanaro(he'll be dropped off at JFK and the AC will go wait on Long Island), Polish AF PLF101Duda, Pakiland AF PFF756 G4, all heading to JFK Int'l with RCH4529 USAF C-17 Globemaster inbound with Potato's equipment from RAF Fairford depart

Tick,tock..if you are interested in how the LDP got started/funded and why it has retained it's grip on Japanese politics for decades...read this: >>148081 Gold Warriors: How America Secretly Recovered Yamashita's Gold .pdf..this issue will just continue to slow boil

LDP under fire for excluding parliament chiefs from Unification Church survey

Opposition parties are criticizing the ruling Liberal Democratic Party for excluding parliamentary chiefs from its recent survey on ties between its member lawmakers and the controversial Unification Church religious group.

The exclusion of Hiroyuki Hosoda, speaker of the House of Representatives, and Hidehisa Otsuji, president of the House of Councilors, was because the two are not lawmakers belonging to the LDP, according to the party.

But both Hosoda and Otsuji hold LDP membership. Hosoda has been found to have attended a meeting related to the Unification Church, now called the Family Federation for World Peace and Unification. The chiefs of both chambers customarily leave their parliamentary caucuses when they assume the posts because they are required to be neutral. But sources related to the LDP said that Hosoda and Otsuji hold membership of the party. Hosoda, who has been elected from a constituency in Shimane Prefecture, is on the list of LDP lawmakers posted on the website of the party's Shimane prefectural chapter. According to the party, subject to the survey were lawmakers who met two conditions — having LDP membership and belonging to the LDP parliamentary caucuses.

Kenta Izumi, leader of the main opposition Constitutional Democratic Party of Japan, said Friday that the exclusion of Hosoda is unacceptable, urging the Lower House speaker to check his ties with the Unification Church by himself and announce the result. Pointing out that Hosoda is counted when the amount of political subsidies for the LDP is calculated, Japanese Communist Party executive Akira Koike said that it was inappropriate for the party not to include Hosoda in the survey.

Some LDP lawmakers voiced concerns as the opposition camp is poised to grill the government and the LDP over the issue related to the Unification Church at an extraordinary parliamentary session starting Oct. 3. "The Diet chiefs should also be covered by the survey. If we fail to act, we would certainly come under fire at the parliamentary session," a veteran LDP lawmaker said.

https://www.japantimes.co.jp/news/2022/09/19/national/politics-diplomacy/ldp-church-survey/

On the surface it appears just a small issue with separation of church and state...nothing could be further from the truth-the Kharzarian Mafia run this and always has-this is why they are really trying to downplay the connections here as don't forgot that Abe's assassin was pissed that his mother basically went bankrupt donating to it-you may remember them as the "Moonies" and they also call themselves Family Federation for World Peace and Unification..cause who would argue against that as being a bad influence with a title like that...:p

>dhat pic is from 2015 and ironic as a fight broke out over discussions on a bill that would end the Gov'ts official stance on it's pacifism

These (warnings about higher costs and/or lowered guidance) will just continue to come out-they all ignored it for long enough-now they have reality to deal with

Ford Drops After Carmaker Warns on Higher Supply Costs

Ford Motor Co. said inflation is pushing supplier costs $1 billion higher than expected in the current quarter, joining the chorus of major corporations warning about macro challenges rippling through the economy.

The automaker expects adjusted earnings before interest and taxes in the range of $1.4 billion to $1.7 billion when it reports results next month. The preliminary estimate is well below the $3.7 billion in adjusted EBIT Ford reported last quarter and the $3 billion it earned a year ago. Shortages of key parts will also keep its inventory of half-completed vehicles elevated, according to a statement Monday. Ford’s shares pared a drop as low as 5.9% after the close to trade down 4.4% to $14.28 as of 6:04 p.m. after regular trading in New York. The stock declined 28% this year through Monday’s close.

The manufacturer is the latest household name to cite economic pressures weighing on operations. From FedEx Corp. to General Electric Co. to McDonald’s Corp., companies are pointing to flagging demand, stubborn supply-chain snags and the growing possibility of a recession. Ford now anticipates that the number of partially built vehicles which it described as “largely high-margin trucks and SUVs” will stand at around 40,000 to 45,000 as of the end of the third quarter, which ends Sept. 30. It expressed confidence that it could complete and sell those vehicles by the end of the year. (I bet-what do you expect them to say...good Luck Ford...gonna need it)-even with all this the habby #s on the indices were all up today-and for what has been forcasted by Fed Ex and many others the markets have not really dropped muhc at all-in fact someone pushed the "up" button with about 70minutes before closing today or else they would have closed red-can't have THAT..not with the FOMC "in control" and LOVE the writer stating above "growing possibility of a recession"...kek!)

Ford said it still expects to earn $11.5 billion to $12.5 billion for the full year, unchanged from its previous forecast. The company will “provide more dimension” about its financial expectations for 2022 along with its quarterly earnings report on Oct. 26. (well with a wide berth like that ($1B) in it's guidance-that they left unchanged-I guess they won't miss by moar than $1B...fantastic what passes for financial guidance nowadays)

Still, the inventory issue shows automakers continue to struggle with ongoing parts shortages. Ford’s latest comments echo those of rival General Motors Co., which said in July that was trying to cut down its inventory of partially completed vehicles, which had swelled amid short supplies of semiconductors.

https://www.bnnbloomberg.ca/ford-drops-after-carmaker-warns-on-higher-supply-costs-1.1820839

RCAF CFC01 Airbus CC-150Trudopearrived at Newark Int'l as the Polish AF PLF101 737 droppedDudaoff at Newark Int'l and heading south to Atlantic City and the Brazilian AF BRS01 A319 takes the less expensive route and dropped off Bolsanaro at JFK and went to Long Island MacArthur Airport >>148721 >(he'll be dropped off at JFK and the AC will go wait on Long Island)

Pakis did the same thing as the Brazilians-Trudope's AC will still be paying Newark Int'l gate fee's which are still quite high but it's on the Canadian people's dime and since the loonie just crossed below 0.75 cents (per US$ but back over) today I'm sure they won't mind at all

Hungarians went to Teterboro-so everyone at least trying to appear cost conscious except "King" Trudope

>>148725

hehheh

then you will receive what you emit.

enjoy the ommittance regarding your

Admittance.

łкцнכ

deleting is вad, m`кау

No surprise to anyone paying attention to macro-economics-the big six banks already have millions set aside for these defaults and what they don't use will be applied back to balance sheets as earned income..one of the neat tricks they get to use- example: if you budget $5k for something yet only spent $4k-you don't apply that leftover amount to your account as income..but they can and do as EPS

Americans Drowning In Long-Term Credit Card Debt: Survey

According to an Aug. 30 report from the Federal Reserve Bank of New York, credit card balances increased by $46 billion from last year, becoming the second-biggest source of overall debt last quarter. While both student and car loans hit all time new highs at the end of the 1st quarter. And so it comes as no surprise from Bloomberg that more US consumers are saddled with credit card debt for longer periods of time. According to a survey by CreditCards.com released on Monday, 60% of credit card debtors have been holding this type of debt for at least a year, up 50% from a year ago, while those holding debt for over two years is up 40%, from 32%, according to the online credit card marketplace. And while total credit-card balances remain slightly lower than pre-pandemic levels, inflation and rising interest rates are taking a toll on the already-stretched finances of US households. About a quarter of respondents said day-to-day expenses are the primary reason why they carry a balance. Almost half cite an emergency or unexpected expense, including medical bills and home or car repair.

The Federal Reserve is likely to raise interest rates for the fifth time this year next week. Credit-card rates are typically directly tied to the Fed Funds rate, and their increase along with a softening economy may lead to higher delinquencies. Total consumer debt rose $23.8 billion in July to a record $4.64 trillion, according to data from the Federal Reserve. -Bloomberg

The Fed's figures include credit card and auto debt, as well as student loans, but does not factor in mortgage debt.

https://www.zerohedge.com/personal-finance/americans-drowning-long-term-credit-card-debt-survey

>>148563

>>148566

#1003

>>148573 45 in N860JJ CL-600 landed at Morristown Muni N.J about 40m ago

>>148576 SAM948 USAF C-32A departed Tallinn, Estonia just prior to sunrise JCOS Mark Milley-US Weighs Escalation Risk As Ukraine Asks for Longer-range Missiles

>>148596 Planefag:Russians departing Sochi-Lavrov got a Visa for UN mtg this week but flight crew no, JCOS Milley went to Warsaw, Greeks back to Athens from Tallinn, Moroccans dropped at Stansted-at Paris nao, Spanish AF switched on at Madrid (prolly King Felipe) leaving for London-Nancy still in Armenia

>>148596 Lavrov Gets Visa for U.N. Meeting, but the U.S. Snubs Other Russian Officials

>>148600 China securities regulator approves first batch of market makers for STAR market-This is their version of NASDAQ-the main markets (Shenzen/Shanghai) haz limit up/down by no moar than 10% after first 5 days (and none prior to that) but this STAR-doesn't at first-then limits kick in so they are trying to emulate our system of rigged market makers

>>148601, >>148602 Trump should just walk out on stage, tell everyone's he's Q +, drop the mic, go board his plane and see what happens-and a reminder: 92-9000 747 was used as 45 confirmed he was Q+ on the AC with the callsign 'Q0' on Dec 7 2018

>>148603, >>148608, >>148614 45 's AC from Saturdays rally in Youngstown filed a flight plan and then flew from Morristown N.J. to Palm Beach Int'l

>>148613 SLV iShares Short interest (record level) and COMEX/LBMA Vault Holdings-draining rapidly

>>148619 Hedge Funds Double Down on Yen Shorts as Rates Disparity Bites-Bear Trap set and will be sprung this week,,crowded trades often habben that way

>>148685 Biden: ‘There’s Not a Single Thing that I’ve Observed at All that Would Affect Me or the United States Relative to My Son Hunter’

>>148690 Planefag:The rats departing London and some of them are heading to New York for the UN 77th General Assembly

>>148695 Volkswagen Seeks To Raise Up To $9.4 Billion From Porsche IPO

>>148704 Trump says FBI ‘ransacked’ Mar-a-Lago in raid, wore shoes in his bedroom-AC (N860JJ) leaves Palm Beach soon that dropped him last night back to it's home base in Youngstown,OH

>>148708 BOXER42 USAF C-40C Pelosi back from her Armenian bullshit GRIM99 filled up tanks over Newfoundland-FINI25 E-4B left Lincoln after returning from Davis-Monthan AFB as GATOR45

>>148716, >>148718 Why Are Walmart And Other Major US Retailers Canceling Billions Of Dollars In Orders As Summer Comes To An End?

>>148721 Planefag: Europe and CONUS update: Japanese and Aussies left London-Arrivals at JFK for U.N.-Mr and Mrs Potato back at JBA

>>148722 LDP under fire for excluding parliament chiefs from Unification Church survey-on the surface it appears just a small issue with separation of church and state...nothing could be further from the truth-the Kharzarian Mafia run this (both in fact) and always has

>>148723 Ford Drops After Carmaker Warns on Higher Supply Costs-These (warnings about higher costs and/or lowered guidance) will just continue to come out-they all ignored it for long enough-now they have reality to deal with

>>148726 RCAF CFC01 Airbus CC-150 Trudope arrived at Newark Int'l as the Polish AF PLF101 737 dropped Duda off at Newark Int'l and heading south to Atlantic City and the Brazilian AF BRS01 A319 takes the less expensive route and dropped off Bolsanaro at JFK and went to Long Island MacArthur Airport-Pakis did same and Hungarians in at Teterboro

>>148731 Americans Drowning In Long-Term Credit Card Debt: Survey

I'm gonna go fer the night-beleebs this is all

Bakey at yer leisure when you get a chance

ty!

ttyitm

BOND07USAF E-4B Nightwatch arriving at Robbins AFB, GA from Lincoln Muni

This was GATOR45on it's trip to Tucson over the weekend and FINI25 earlier today >>148708 and he went up to the upper Michigan peninsula/Lake Superior for some roudys-thye do that route periodically

The pillow is dead, sir.

the reactions grow stronger.

it is accelerating nīcely.

>>148743

few understand the reality that surrounds them.

it is an Intentional Design flaw afaoct.

it would seem He Wishes to kill them all.

one does not desire this be so.

>>148745

very

one disagrees with your percentile augurs.

the death that comes is all but final.

they are why h.sapiens keep surviving.

still and all, one says this is not just another

cyclical e.l.e. visitation.

folk are, as you say, not even trying to see.

the blindness is His, one says.

delusion, if you will.

this only goes one way it is true

yet not the way folk think.

Planefag:Conus Activity

SAM050 USAF G5 back to JBA from Omaha-Eppley Field after an overnight, SAM046 USAF from Peterson SFB after onight, SAM053 USAF G5 SW from JBA, C101 US Coast Guard west from Reagan National depart, Spanish AF 4549 Falcon 900 had a stop at Lajes Airport, Azores for a refuel and heading to New York-departed Torrejon AB-Madrid earlier today, SCORE82 US Navy P-8 Poseidon over C-bay from Pax River and VVSD405 US Navy F-18 Hornet off shore-I think this is an R&D flight with the VV callsign

morning

Dorsey deposed today..and the 'mystery' buyer waited a little longer today-black dot...most everything else is flat to down and this continues to stay above $40-$41.92+0.26 (+0.61%)

Elon Musk Will Sit for Deposition in Twitter Case Next Week

Elon Musk is scheduled to answer questions on Sept. 26 and 27 from Twitter Inc.’s lawyers on his failed $44 billion purchase of the company, according to a court filing. The deposition, which will take place behind closed doors at a law office in Wilmington, Delaware, may be extended into a third day if needed.

Musk’s attorney, Alex Spiro, will have to sit for his own deposition on Sept. 25, according to a separate filing. Spiro may not have much to say in the pre-trial questioning, said Larry Hamermesh, a University of Pennsylvania law professor who specializes in corporate disputes. “It’s very odd to have the lead litigator have to give a deposition in this M&A cases,” Hamermesh said in an interview Tuesday. “Legal privilege excludes him from talking about any aspect of the case, so it’s puzzling what topics they think they can explore with him.”

Musk backed away from his planned purchase of Twitter earlier this year, claiming the company hadn’t leveled with him about the number of spam and bot accounts among its more than 230 million users. Twitter says the concerns are a pretext to get out of a deal over which the world’s richest person began to experience buyer’s remorse, and it filed suit against him in Delaware Chancery Court. The trial is scheduled to begin Oct. 17 and last five days. Dozens of individuals, banks and companies have been subpoenaed in the case.

https://www.bnnbloomberg.ca/elon-musk-will-sit-for-deposition-in-twitter-case-next-week-1.1821203

US Treasury 10 year note surpasses 3.50% and the 2 year surpasses 4%...totally normal that../s

nuffin to see here...10 year UST at 52 week highs 3.568 0.075 and I'm sure has nuffin to do with with current almost $50B (it's gone down towards "only just over $40B") a day in created out of thin air Securities Lending at the NYFRB

$42.890 today-majority all at 5year or below on the curve

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

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

And the 2 year hit 4.001% earlier...nope NUFFIN to see here

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

Moar nuffin to see here with the 'neutral' Swiss

Swiss Imports of Russian Gold Climb to Highest Since April 2020

Switzerland’s imports of Russian gold surged to the highest in more than two years, a sign that more old bullion from the country may be being remelted to make it easier to sell.

About 5.7 tons worth $324 million of Russian metal was imported by the refining hub in August, according to data from the Swiss Federal Customs Administration. That’s the most since April 2020.

The shipment was Russian metal that arrived from the UK, the customs administration said in a statement on Tuesday. Swiss customs data show the last place the precious metal was refined, rather than where it was last shipped from.

Russia’s gold has become taboo since the country invaded Ukraine earlier in the year. New Russian gold has been sanctioned by the US, EU and Switzerland, but bars exported from the country before Aug 4. are not subject to the import ban, the customs authority said Tuesday. Some investors with old Russian gold bars may wish to remelt them at Swiss refineries to make them easier to sell. Though the country’s bullion minted before the war can still be traded in most major centers, including London and Zurich, there’s a stigma around it. Russia the world’s second-biggest gold miner globally was previously a major supplier of new bullion to the UK market.

China is still importing Russian gold, though the quantities remain relatively low. The country bought 0.3 tons of the precious metal from Russia in August, a small fraction of its total monthly imports of 182 tons.

https://www.bnnbloomberg.ca/swiss-imports-of-russian-gold-climb-to-highest-since-april-2020-1.1821034

Sylvamo Corp sold by Citigroup (CNAI) $167.27m-Sept 13th, 2022

Sylvamo Corporation is an uncoated freesheet company. The Company operates across Europe, Latin America and North America. The Company produces uncoated freesheet (UFS) for paper products such as cutsize and offset paper, as well as market pulp, aseptic and liquid packaging board (LPB) and coated unbleached kraft (CUK) papers. Its primary product, UFS, has end-use applications, including printing, copy and writing papers, and advertising and promotional materials such as brochures, pamphlets, greeting cards, books, annual reports and direct mail. It produces a variety of uncoated paper grades that its customers convert into envelopes, writing tablets, business forms, packaging and file folders. It also produces hardwood pulp including bleached hardwood kraft (BHK) and bleached eucalyptus kraft (BEK), and it produces bleached softwood kraft (BSK). It also produces bleached chemi-thermomechanical pulp (BCTMP) at its Svetogorsk mill, which it sells globally. Number of employees : 7 500 people.

https://www.marketscreener.com/quote/stock/SYLVAMO-CORPORATION-126986332/company/

https://finviz.com/insidertrading.ashx?oc=831001&tc=7&b=2

Keep in mind that Shitigroup is still an under $5 stock and the only reason it trades where it does (in the $47 range) is that it did a reverse split in March 2011..effective in May of that year and the reason they did that is many funds or institutional investment firms will not buy any stocks below the $5 mark so in order to make it look better and have those places buy it they did that..it is nothing moar than an accounting trick..based on today's price it is still a $4.72 stock once you back that out of it. It was authorized in June of 2009

https://www.citigroup.com/citi/news/2011/110509a.htm

and in muh diversity news-cap #3

Citigroup sets new diversity goals for workforce by 2025

The company aims to boost global representation of women in assistant vice president (AVP) to managing director (MD) levels to 43.5% in 2025 from the current 40.6%.

In North America, Citi seeks to increase the proportion of Black employees in the AVP to MD ranks to 11.5% over the same period from the current 8.1%. And in the United States, it also aims to raise the percentage of Hispanic and Latino AVPs to MDs to 16% from 13.7% currently. Citigroup became the first major Wall Street bank to appoint a woman, Jane Fraser, as its chief executive last year. In 2020, the company's chief financial officer, Mark Mason, was the only Black executive among about 80 leaders atop the six biggest U.S. banks when the murder of George Floyd prompted a global reckoning over racism. Since then, large banks have pledged to diversify their management and workforce.

https://www.msn.com/en-us/money/companies/citigroup-sets-new-diversity-goals-for-workforce-by-2025/ar-AA1223Iv

I've seen references to insiders selling "at record pace"-not really seeing that in the places I look-it does slow down leading up to any Qtrs close and subsequent earnings period(s) but it doesn't look any different than it has in the past

I never stopped looking at this for posting-but the vast majority of these are occurring as they would be in the past-what has gone down is the big sales of over $100m and upwards-so if you add up ALL the insider selling you may be able to arrive at "record selling" but that is totally dependent on what you are comparing it to and how that figure is arrived at..is it shares size, $ amounts etc?-because if it is $ amounts well I don't think I need to explain how absurd that is..you could say that for every qtr for the last 20 years if that is how it's being measured

Have a look for yourself

https://finviz.com/insidertrading.ashx

These are only capturing sales that require SEC forms to be filed-no dark pool or private off-book transactions

Chord Engergy Group sold by Crestwood Equity Partners LP (as a secondary): $304.49m Sept 15 2022

Chord Energy Group (created from merger of Oasis Petroleum and Whiting Petroleum) is an independent exploration and production company. The Company has assets in the Williston Basin. It acquires, exploits, develops, and explores for crude oil, natural gas, and natural gas liquids, helping to supply the energy. It is focused primarily on organic drilling activity, both on oil plays and on the development of acquired properties. Crude in the Williston Basin is primarily produced by drilling horizontally into known hydrocarbon-bearing formations and then hydraulically stimulating the reservoir rock. The Company's crude is sold to a diverse network of refiners. The Company has four operating rigs, which covers approximately 972000 acres. Number of employees : 255 people.

https://www.marketscreener.com/quote/stock/CHORD-ENERGY-CORPORATION-115533583/company/

https://finviz.com/insidertrading.ashx?oc=1486159&tc=7&b=2

Crestwood Announces Pricing of Secondary Offering of Common Units and Concurrent Common Unit Repurchase

https://www.benzinga.com/pressreleases/22/09/b28841099/crestwood-announces-pricing-of-secondary-offering-of-common-units-and-concurrent-common-unit-repur

Crestwood Equity Partners LP (NYSE: CEQP) is a publicly traded master limited partnership that owns and operates midstream assets located primarily in the Williston Basin, Delaware Basin, Powder River Basin and Marcellus Shale. Our operations and financial results are divided into three segments that include Gathering & Processing North, Gathering & Processing South and Storage & Logistics. Across our three segments Crestwood is engaged in the gathering, processing, treating, compression, storage and transportation of natural gas; storage, transportation, terminalling and marketing of NGLs; gathering, storage, transportation, terminalling and marketing of crude oil; and gathering and disposal of produced water.

https://www.crestwoodlp.com/about-us/default.aspx

>>148769

SAM053 USAF G5 back to JBA after a 2h30m stop at MacDill AFB

Belgian AF BAF78 Falcon 7x back to Brussels Int'l after a 1 hour stop at Prague and 1 hour stop at Rotterdam prior to that earlier today

It really makes ZERO difference as they don't do nuffin with these hearings and just a reminder thatGoldman Sachs has the least amount of assets backing the largest shitpile of derivatives-taken from the latest O.C.C. Quarterly Report on Bank Trading and Derivatives Activities released on Sept 13th

Goldman Sachs and Morgan Stanley Have Mysteriously Disappeared from this Week’s Senate and House Banking Hearings

There are eight Global Systemically Important Banks (G-SIBS) in the U.S. They are: JPMorgan Chase, Citigroup, Bank of America, Goldman Sachs, Bank of New York Mellon, Morgan Stanley, State Street and Wells Fargo. These are the banks that pose the greatest risk to the stability of the U.S. financial system and are monitored under the Federal Reserve’s stress tests.

Five of those eight banks pose the greatest risk to financial stability because together they hold $200.18 trillion (yes trillion) in notional derivatives (face amount) or 86 percent of all derivatives held by all of the nation’s banks, according to the Office of the Comptroller of the Currency – the federal regulator of national banks. Those banks are: JPMorgan Chase, Citigroup, Goldman Sachs, Morgan Stanley, and Bank of America.

In any Senate Banking or House Financial Services Committee hearing that is going to probe if these mega banks could blow up the U.S. financial system again — as they did in 2008 – these five banks have to be at the table for the hearing to be credible. But for some reason – which fails to pass the smell test from every angle – Goldman Sachs and Morgan Stanley have gone missing from the witness table at both the hearing on Wednesday at the House Financial Services Committee and at the hearing on Thursday at the Senate Banking Committee. The CEOs of the other banks will be present to be grilled on their most recent crimes.

Adding to the fishy smell, both banks were included at last year’s large bank hearings by the same Committees. This year, instead of Goldman Sachs and Morgan Stanley, new additions to the witness panel have popped up out of the blue. The CEOs of PNC, U.S. Bank and Truist have been added to the witness panel at both the Senate and House hearings, despite the fact that none of these banks have been designated Global Systemically Important Banks; rank anywhere near Goldman Sachs and Morgan Stanley when it comes to derivative exposure; or played any key role in blowing up the U.S. financial system in 2008.

https://wallstreetonparade.com/2022/09/goldman-sachs-and-morgan-stanley-have-mysteriously-disappeared-from-this-weeks-senate-and-house-banking-hearings/

cap is found on page 18 here

https://www.occ.gov/publications-and-resources/publications/quarterly-report-on-bank-trading-and-derivatives-activities/files/pub-derivatives-quarterly-qtr2-2022.pdf

This GDPNOW gets lowered to 0.3% (and still positive!) can see where they do 100bp (even though there is only an 18% chance of that-see cap #2) since then can say "we're on top of this"-and then do nuffin at the mtg one week before the election-all this changed when Powell panicked at Jackson Hole-threw away his speech and ad-libbed it all in 8 minutes-cause no one believed any of it (raises) prior

GDPNOW---Latest estimate: 0.3 percent — September 20, 2022

The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the third quarter of 2022 is 0.3 percent on September 20, down from 0.5 percent on September 15. After this morning's housing starts report from the US Census Bureau, the nowcast of third-quarter residential investment growth decreased from -20.8 percent to -24.5 percent. The next GDPNow update is Tuesday, September 27

https://www.atlantafed.org/cqer/research/gdpnow

This guy..Atlanta FED President and total retard Raphael Bostic (muh diversity here cause they got black and certainly the ghey part and kinda hispanic with caribbean connection covered with him they just need an Asian nao) doesn't vote on policy so he is the 'good/bad' cop'

>>148613

Very High COMEX December contract activity Friday 0916 and Monday 0919

As previously mentioned there is some serious shit that is coming for December in Silver- Friday there was 58,154 contracts 'traded' on just that month expiry-cap #1 (that equates to 290,770,000 ozs @ 5k ozs per contract) and yesterday (monday Sept 19th) there was 44,265 contracts which is 221,825,000 ozs-in two days for December-a total of 512,595,000 or just under half the annual production rate in two days.

EFP Process

Friday also saw 1,200 contracts paid off under the EFP process-*An exchange for physical trade (EFP) is a privately negotiated and simultaneous exchange of a futures position for a cash position and Monday saw 150 of those done. This is a pay-off of a contract holder by a private third-party to exit contracts for cash as the definition denotes-contrary to several YT channels it is NOT a physical delivery mechanism-do you really think that they would show that or allow ANY of it to be traced after they've manipulated it for about 200 years at this point?

The OCC changed the derivatives classifications for Gold and moved in back to Precious Metals (it had been in the FOREX category prior) and announced that 2 years before they did it for a reason-to obfuscate what is being delivered and done with those short-term BofA and JP Morgan leases so ain't NFW they would show you any physical conversions via a daily reporting process-the people who say this obviously don't read what it actually is-see above as the definition for EFP is provided*...it's a payoff plain and simple.

Bottom line: Something BIG is coming and the anticipation of both the COMEX and LBMA warehouses being pretty much at record lows and continuing to drain is providing A LOT of activity for the December delivery contract-a total of 102,419 contracts in two days sez someone is anticipating there won't be much available at both places come December and the lower those #s go the 'harder' it becomes to keep the price suppressed using those #s as the back-up

Once those warehouses get really low they are gonna have a hard time keeping the Spot Price contained because I am not the only one who sees this-plenty of people which same or moar experience see this too.

Get it before you can't-the price may continue to drop (and even after this warehouse drain is exposed to a wider audience) since the price is set with paper trades-the issue (as you've no doubt seen) is that the premiums are ballistic the lower the spot price goes-and at some point it will become unobtainium at ANY price so be ahead of this game that is playing out-and don't just believe what I have to say as there are plenty of places that will show you those warehouse drains and what is going on here...don't just listen to me...check it out for yourself

https://www.cmegroup.com/markets/metals/precious/silver.volume.options.html#optionProductId=458&tradeDate=20220916

https://www.cmegroup.com/markets/metals/precious/silver.volume.options.html#optionProductId=458&tradeDate=20220919

SAM806 USAF G5 returned to Hickam AFB about 11 hours ago after a trip to New Zealand for "secret" meeting (below) on Sept 16th...cap #2 is it arriving at Queenstown Airport, NZ from Wellington, N.Z. departure on 0916 and it arrived at Wellington from a Pine Gap departure on 0914 and arrived at Pine Gap on 0913 from Canberra -cap #3

Five Eyes spy meeting took (edit) place at Queenstown resort

New Zealand's spy agencies are hosting a secretive meeting of their Five Eyes counterparts at the Millbrook Resort, near Queenstown.

Intelligence Agencies Minister Andrew Little confirmed on Wednesday afternoon that the meeting was taking place. He said it was a routine annual meeting between the Five Eyes agencies that focused on “inter-operational needs". "It's about making sure that, of the Five Eyes partners, that their agencies are working together as well as possible. That's what it's about," he said. “The representation tends to be at a senior level but ... I'm not quite sure who's representing each of the agencies at the meeting.” The Five Eyes group is a decades-old intelligence and technology sharing relationship between New Zealand, Australia, the United Kingdom, United States, and Canada. Little, who returned to Wellington on Wednesday after a visit to the Five Eyes countries, said he would be hosting a dinner at the event “at some point". Federal Bureau of Investigation (FBI) staff had reportedly been in Queenstown for several days and the diplomatic protection service was providing security at the resort. Little would not confirm whether FBI staff were present. He said there would be police officers providing security at the meeting. A spokesperson Security Intelligence Service and Government Communications Security Bureau declined to comment, referring questions to Little’s office.

https://www.stuff.co.nz/national/politics/129885181/five-eyes-spy-meeting-taking-place-at-queenstown-resort

>>148619

As the slow drip of P-A-N-I-C sets in fer the BOJ they do this nao...and if I was one of doze newly placed Yen shorts I wouldn't be feeling too good (they are not wrong by any means) as it went nowhere as an official announcement of what will ultimately be the same policy for the longer dated bonds-buying them in unlimited quantities to keep the rates low-din't drop it at all

BoJ announces unscheduled bond buying operation

The Bank of Japan has announced an unscheduled bond-buying operation to Buy ¥150B Of 5-10-year JGB's And ¥100B Of 10-25-year JGB's.

Unlike its peers, the BoJ is determined to keep borrowing costs low to support the economy. Under the yield curve control, the central bank guides the 10-year yield around 0% and allows it to move 25 basis points on either side of zero. The bank has been offering to buy unlimited amounts of 10-year bonds to keep the yield below the target every day since April while other central banks tighten their policy to contain inflation. The yen continues to remain weak as a consequence and is under pressure on the news in Tokyo, trading near 143.80 vs. the greenback.

https://www.fxstreet.com/news/boj-announces-unscheduled-bond-buying-operation-202209210120

Basically is breaks down to this: all the "lines in the sand" are being breached on most Japanese Bond issues (rate-wise) and the 30 year is actually over it now @ 1.335%-so they just told everyone that they will stop at nothing to keep rates low by shifting to all portions of it's curve-and that should have sent the Yen tumbling (higher against the $) but did not...yet

¥143.82 +0.10 0.07%

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

>>148596

I guess his flight crew got the Visas they were waiting for

Russian AF RSD028 Rossiya -Special Flight Detachment Ilyushin 96 II landed at JFK-dropped offLavrovand has departed heading west

Russian foreign minister arrives in New York to take part in UN General Assembly

Russian Foreign Minister Sergey Lavrov arrived in New York on Wednesday to take part in the 77th session of the UN General Assembly. A TASS correspondent reported that the minister’s plane was flying via the northern route, bypassing unfriendly countries. The flight took 12 hours. No emergencies were reported during the journey. Earlier, Russian Foreign Ministry’s official spokeswoman, Maria Zakharova, said Lavrov was scheduled to address the UN General Assembly and hold about 20 bilateral meetings in New York.

https://tass.com/russia/1510721

>>148836

Russian AF RSD028 Rossiya -Special Flight Detachment Ilyushin 96 II headin' to Dulles Int'l after dropping off Lavrov at JFK

Something ya don't see at all on ADS-B B-1Lancer aka as "the Bone" came out of Dyess AFB earlier today-did some roundies and went back to Dyess-based there

>>148563

>>148566

>>148751

>>148807

#1003

>>148573 45 in N860JJ CL-600 landed at Morristown Muni N.J about 40m ago

>>148576 SAM948 USAF C-32A departed Tallinn, Estonia just prior to sunrise JCOS Mark Milley-US Weighs Escalation Risk As Ukraine Asks for Longer-range Missiles

>>148596 Planefag:Russians departing Sochi-Lavrov got a Visa for UN mtg this week but flight crew no, JCOS Milley went to Warsaw, Greeks back to Athens from Tallinn, Moroccans dropped at Stansted-at Paris nao, Spanish AF switched on at Madrid (prolly King Felipe) leaving for London-Nancy still in Armenia

>>148596 Lavrov Gets Visa for U.N. Meeting, but the U.S. Snubs Other Russian Officials

>>148600 China securities regulator approves first batch of market makers for STAR market-This is their version of NASDAQ-the main markets (Shenzen/Shanghai) haz limit up/down by no moar than 10% after first 5 days (and none prior to that) but this STAR-doesn't at first-then limits kick in so they are trying to emulate our system of rigged market makers

>>148601, >>148602 Trump should just walk out on stage, tell everyone's he's Q +, drop the mic, go board his plane and see what happens-and a reminder: 92-9000 747 was used as 45 confirmed he was Q+ on the AC with the callsign 'Q0' on Dec 7 2018

>>148603, >>148608, >>148614 45 's AC from Saturdays rally in Youngstown filed a flight plan and then flew from Morristown N.J. to Palm Beach Int'l

>>148613 SLV iShares Short interest (record level) and COMEX/LBMA Vault Holdings-draining rapidly

>>148619 Hedge Funds Double Down on Yen Shorts as Rates Disparity Bites-Bear Trap set and will be sprung this week,,crowded trades often habben that way

>>148685 Biden: ‘There’s Not a Single Thing that I’ve Observed at All that Would Affect Me or the United States Relative to My Son Hunter’

>>148690 Planefag:The rats departing London and some of them are heading to New York for the UN 77th General Assembly

>>148695 Volkswagen Seeks To Raise Up To $9.4 Billion From Porsche IPO

>>148704 Trump says FBI ‘ransacked’ Mar-a-Lago in raid, wore shoes in his bedroom-AC (N860JJ) leaves Palm Beach soon that dropped him last night back to it's home base in Youngstown,OH

>>148708 BOXER42 USAF C-40C Pelosi back from her Armenian bullshit GRIM99 filled up tanks over Newfoundland-FINI25 E-4B left Lincoln after returning from Davis-Monthan AFB as GATOR45

>>148716, >>148718 Why Are Walmart And Other Major US Retailers Canceling Billions Of Dollars In Orders As Summer Comes To An End?

>>148721 Planefag: Europe and CONUS update: Japanese and Aussies left London-Arrivals at JFK for U.N.-Mr and Mrs Potato back at JBA

>>148722 LDP under fire for excluding parliament chiefs from Unification Church survey-on the surface it appears just a small issue with separation of church and state...nothing could be further from the truth-the Kharzarian Mafia run this (both in fact) and always has

>>148723 Ford Drops After Carmaker Warns on Higher Supply Costs-These (warnings about higher costs and/or lowered guidance) will just continue to come out-they all ignored it for long enough-now they have reality to deal with

>>148726 RCAF CFC01 Airbus CC-150Trudopearrived at Newark Int'l as the Polish AF PLF101 737 droppedDudaoff at Newark Int'l and heading south to Atlantic City and the Brazilian AF BRS01 A319 takes the less expensive route and dropped off Bolsanaro at JFK and went to Long Island MacArthur Airport-Pakis did same and Hungarians in at Teterboro so everyone except Trudope making a small effort to appear cost-conscious...they are still private jets

>>148731 Americans Drowning In Long-Term Credit Card Debt: Survey

>>148734 BOND07USAF E-4B Nightwatch arriving at Robbins AFB, GA from Lincoln Muni

>>148769, >>148792 Planefag:Conus Activity-SAM activity, Spanish to the UN meeting

>>148771 Elon Musk Will Sit for Deposition in Twitter Case Next Week-Dorsey deposed today..and the 'mystery' buyer waited a little longer today

>>148772 US Treasury 10 year note surpasses 3.50% and the 2 year surpasses 4%...totally normal that../s

>>148773 Swiss Imports of Russian Gold Climb to Highest Since April 2020

>>148786 Sylvamo Corp sold by Citigroup (CNAI) $167.27m-Sept 13th, 2022-Shitigroup to expand muh diversity hires by 2025

>>148789 Chord Engergy Group sold by Crestwood Equity Partners LP (as a secondary): $304.49m Sept 15 2022

>>148793 Belgian AF BAF78 Falcon 7x back to Brussels Int'l after a 1 hour stop at Prague and 1 hour stop at Rotterdam prior to that earlier today

>>148794 Goldman Sachs and Morgan Stanley Have Mysteriously Disappeared from this Week’s Senate and House Banking Hearings

>>148796 GDPNOW---Latest estimate: 0.3 percent — September 20, 2022-This GDPNOW gets lowered to 0.3% (and still positive!) can see where they do 100bp ans then say "we're on top of this now"

>>148805 Very High COMEX December contract activity Friday 0916 and Monday 0919-

>>148806 SAM806 USAF G5 returned to Hickam AFB about 11 hours ago after a trip to New Zealand for "secret" meeting-Five Eyes spy meeting took place at Queenstown resort on Sept 16th

>>148834 BoJ announces unscheduled bond buying operation-As the slow drip of P-A-N-I-C sets in fer the BOJ they do this nao-all the "lines in the sand" are being breached on most Japanese Bond issues (rate-wise)

>>148836 Lavrov arrived in New York and his AC then went to Dulles-Russian AF RSD028 Rossiya Special Flight Detachment Ilyushin 96 II landed at JFK-dropped off Lavrov-plus a rare sight today a B-1B Lancer outta Dyess fer some roundies then back-never seen one of those on ADS-B before

up-to-date with those last three (thought I was done with the last bun-always seems to be dhat way something else pops up

when you get a chance

Night