ᶜʸᵇᵉʳˢᵉᶜᵘʳⁱᵗʸ
37.5K posts
@CyberSecurity__
cybersecurity, devsecops, orchestration. and sh*tpoaster, apparently.
Is the pain over: after a record 10 days of declines which pushed it into a brutal bear market, gold bounced more than 10% in the past day off its 200DMA, and is about to rise above its 100DMA - a key threshold - suggesting liquidation is finally fading. Next up: 50DMA at $4970
Portland Office Sales U.S. Bancorp Tower $45M ↓88% vs $372.5M in 2015 Montgomery Park $33M ↓87% vs $255M in 2019 Commonwealth Building $6.5M ↓91% vs $69M in 2016 PacWest Building $55.7M ↓67% vs $170M in 2007 J.K. Gill Building $3.25M ↓67% vs $9.85M in 2018 Five Oak $10.5M ↓67% vs $31.7M in 2014 The Morgan Building $6M ↓78% vs $27.5M in 2008 Hamilton and Loyalty $2.8M ↓78% vs $12.5M in 2013 American Bank Building $13.6M ↓70% vs $45.1M in 2014 #commercialrealestate
IRIB Iranian state TV: “If the United States makes a mistake, Iran’s armed forces are ready to seize the coastlines of the UAE and Bahrain and reshape the region”
ALERT: Real estate attorney Bryan McKenna cries in court after being sentenced to prison for up to 6 years for stealing $4.4 million in COVID funds. McKenna reportedly blew the money on his CEO girlfriend and son’s “mental health.”
Puerto Rico can access American LNG due to a Jones Act exemption that allows the use of an old French-built tanker. But that one ship appears insufficient, with @LNGindustry reporting that the JA is still a barrier to meeting the island's energy needs: lngindustry.com/regasification…
Today's US $69B 2Yr bond auction priced at a high yield of 3.936%, up from 3.455% last month and the highest since May 2025. It also tailed the When Issued by a whopping 1.8bps, the highest tail since March 2023. Ugly. The bid to cover was a poor 2.440, down sharply from 2.630 in February and the lowest since May 2024. Internals were also ugly, with Indirects taking 59.98%, an improvement from 55.91% in February. Direct bidders unexpectedly tumbled from 42.3% to 16.50%, the lowest since March 2025, leaving Dealers holding 24.12% of the auction, up sharply from 9.81% and the highest since October 2022. Directs are institutions (like pension funds or insurers) that submit bids directly to the Treasury while indirects are investors—often foreign central banks—that use intermediaries such as primary dealers to place bids for them. If Indirects (largely foreigners) refuse to step up, Dealers could be forced to carry an auction and that would be explosive. $SA
Costco just rolled out Kirkland Signature sparkling energy drinks. It’s a 24-pack for $16.99, with peach, orange, and tropical flavors. Each can has 200 mg of caffeine, so this is clearly Costco taking a shot at the Celsius crowd.
@NakedKeynes Disagree. The UST market is the largest & deepest bond market in the world. Many countries want to accumulate USD reserves (in the form of USTs). To the extent they acquire these securities by exporting goods & services, global imbalances are likely to follow.
Just got off the phone with a source tied to European intelligence. He laid out a theory on Hormuz that stopped me cold. It’s a continuation of my previous Hormuz Hypothesis. If true, it explains everything. If true, the strait isn’t reopening this year. Talked to @mercaborglanos. He couldn’t punch a hole in it. Working on how to present this. It could panic markets and unleash hell on me from every direction so I should be careful. Plus the TDS afflicted would do everything possible to discredit me and knives would be out from certain groups in my own party. 🤯 What I can say is…. what if Trump really is trying to prevent a mega catastrophe? What if everyone’s worst case scenario right now is too conservative? Why has Big Oil and the other Gulf States been relatively silent while the rest of the world screams for US troops to withdraw? Why would Trump want crappy European frigates in Hormuz? Why wouldn’t he send more extremely capable destroyers? Why is he leaving US Merchant Marine ships in the Gulf unprotected? Why is Joe Kent still so supportive of Trump? Why hasn’t Trump gone on a tirade against Joe? Why can’t anyone tell us if there are mines in Hormuz or not? Why aren’t citizens of Iran overthrowing the government? Why aren’t Iran proxies like the Houthis going on the offensive? Why are we unsactioning Iranian oil tankers? Why are refineries blowing up in Russia and Texas? Why has the US asked China to step in and help? Something is seriously wrong and I’ve only heard one explanation that answers every question. What if my Hormuz Hypothesis is correct but the stakes are MUCH higher than anyone thought? 👇
Looks like LiteLLM is compromised, looks like the teampcp playbook? @ramimacisabird @CharlieEriksen github.com/BerriAI/litell…
