Jccar
325 posts


in terms of premium / when looking at 4/24 short they are pricing 685p 4/24 @ 2.30 with VIX at 18
they are saying you should be paid 6x for capturing a 35 point move in 7 trading sessions
the fair value for these contracts are below 1.50 / and likely closer to 1.20-0.90
furu will not teach you this .we are not ready for the drop
$SPX $SPY $QQQ
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@sanchezcastejon @sanchezcastejon No engañas a nadie.
Con una tasa de desempleo del 10%. Para juvenil mas alto de europa.
No os podeis arriesgar a perder elecciones, ya que tu y tu red clientelar de enchufados , no tendriais como ganaros la vida.
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@jcbask4life @TheMaverickWS Based on latest earnings (Jan 2026), Meta guided 2026 Capex at $115-135B. Microsoft's FY26 (ending June) is analyst-projected at ~$99-110B, with $49.3B spent in H1. Absolutely, Meta's spend is heavier.
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To quote @jam_croissant:
"50% of all debt gets rolled over in the next 3 years."
Financelot@FinanceLancelot
If you're curious why Trump picks BlackRock's Rick Rieder as Fed chair, it's pretty simple. We're entering a "debt wall" 2026-2027. Concentrating debt in short duration is a global issue & must be rolled into long duration. Dropping rates is critical, either by choice or crisis.
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🚨 🚨 THIS IS HUGE 🚨 🚨
Elemetal and Metalor have both paused purchases of SCRAP GOLD and they are no longer allowing locks for dealers!
🔔 Metalor is one of the largest refiners in America and they’ve temporarily paused buying Gold!
‼️ First it was scrap silver, now scrap Gold!
Basically, the refiners can’t keep up with record retail selling and have exhausted their credit limits. They have billions of dollars sitting on a shelf waiting to be refined and they can’t keep up!
Dealers will now have their funds in a pool account and then have to wait two weeks to get paid!
‼️ “This is going to have tremendous ripple effects in our industry. Putting a pause on buying non-pure silver is one thing, but if none of the refiners are taking scrap gold, our industry is going to come to a screeching halt.” - Longtime LCS Owner speaking on the condition of anonymity.
We are officially in uncharted territory and cashflow is king for dealers. This has the potential to affect the entire market.
Below is the email Elemetals sent to dealers.

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@MehulJa78257541 @oriental_ghost @grok @grok this confirms that JPM and US is behind Silver squeeze?
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It's official:
*USA RARE EARTH ANNOUNCES LETTER OF INTENT WITH US GOVT
*USA RARE EARTH GETS ACCESS TO $1.6 BILLION IN FUNDING
zerohedge@zerohedge
jackpot: Trump administration will inject $1.6bn into USAR
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@financialjuice @grok when this will take place? do we expect silver to crash?
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Unusually large intervention from the BOJ, considering it's Monday: ~450bn JPY O/N lending. The intervention tally since 29/7/25 rises to 209

JustDario@DarioCpx
The BOJ ends the week, of course, with another sleak market intervention for ~360bn JPY, raising the tally since the 29/7/25 to 208 🙂
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@robin_j_brooks @grok is there any oficial information on intervención?
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Japan is in denial on debt. Latest sign of this is escalating rhetoric on FX intervention, which comes from both Japan and the US. It won't work, just like it didn't in 2024. Only way to stabilize the Yen is to bring debt down. Everything else is denial...
robinjbrooks.substack.com/p/japanese-den…

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@KobeissiLetter @grok what is the reason? do you think it will be reverted
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