FiueuoaIct
99 posts
oil was priced to perfection - now it shall face reality, here's the clip from two weekends ago w/the message if the mou was to buy time to get more oil out, it wasn't going well as it was mostly iran's own oil getting out (for china) - and so it was nixed full episode: youtu.be/hyzGZgXXaLc
Taiwan’s second-largest contract chipmaker, United Microelectronics Corporation (UMC), announced Tuesday its first mass-produced silicon photonics wafers manufactured within its Singapore facility. It comes as analysts at Citi said they see an improving outlook for the chipmaker in the second half of the year, forecasting a 13% quarter-on-quarter sales jump in the second quarter of 2026 and a gross margin recovery. Read more on CNBC: cnb.cx/3RfVXDj
The Japanese 10 year yield has begun breaking out and is about to go vertical. This is the crisis phase where it could go from 2.7% to 4% in the next 60 days. How will the Bank of Japan respond? Selling U.S. Treasuries?
South Korea has never seen a bubble like this. I'd argue no nation has seen a vertical move like this. 54% of KOSPI index are 2 companies, SK Hynix & Samsung. When the memory bubble pops it's unclear what the economic consequences will be. This could be their 1929 depression.
Everyone is confused why Marjorie Taylor Greene resigned but it makes complete sense She hasn't taken money from Israel & she's chosen issues that unite those who feel abandoned on both sides. Technogarchs will fund her as the 3rd party leader "America 1st" 1st female president
Nasdaq $NDX continues to find support on the trendline as it approaches the July 20th parabolic where it begins going backward in time. We're coming to the end of a market cycle that has been driven by Federal Reserve quantitative easing money printing 25 years ago.
The UK is now conducting nighttime helicopter training. Very odd that both the US and UK are doing this at the same time.
JUST IN: 🇺🇸 US issues $81,000,000,000 in refunds after Supreme Court ruled President Trump's tariffs illegal.
The Federal Reserve's holdings of short duration US treasuries is about to surpass $500 billion. Back in December 2025 Jerome Powell claimed this intervention was necessary because of a potential liquidity shortage in April 2026 tax season. We are now 3 months after tax season and the Fed is still purchasing roughly $40 billion worth of T-Bills per month. The only other time we've seen interventions like this was in the lead up to the 2020 "virus" that they used to cover up the REPO banking crisis. We have no reasonable explanation from the Federal Reserve about what's really going on here.