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08-21-26  panasonic

WWIII update directly from CCCP labs, "the Ceuta project" a total success.

08-21-26  panasonic

"Be this read into the colores minutes and lore"

:-))

08-21-26  spal

raping the public - which of course explains the attraction to the Trump family.

08-21-26  spal

Forced mechanical buying via short liquidations did 90% of the work. Bitcoin remains BS, but great for games, raping the public and manipulations.

Be this read into the colores minutes and lore.

08-21-26  spal

Vic on Bitcoin - look past the narratives which are usually a miasma of misunderstandings and the handy shibboleths that dull jornos can google.



The fundamental engine of this 18%+ rally to $77,600+ was a massive, mechanical short squeeze in the derivatives market, not discretionary spot buying.

08-21-26  victor

Why bitcoin prices are suddenly rallying big-time

The bitcoin bulls are back.

Over the past 48 hours, the price of bitcoin is up about 18% to more than $77,600 as of the time of this writing. Bitcoin prices hadn't traded above the $70,000 level since late May prior to this latest push, per Yahoo Finance AlphaSpace data.

"The strong trigger in bitcoin was driven by Treasury's move to buyback bonds at the longer end of the yield curve," Bernstein strategist Gautam Chhugani explained in a note today. "We are not macro experts, but we do know bitcoin historically has had a positive reaction to liquidity expansion. And this year's apathy towards bitcoin and crypto markets was a combination of tighter markets post Iran conflict, with rising risks of inflation and a very strong AI/semis trade pulling all the liquidity away."

The US Treasury surprised financial markets this week by announcing it will double the maximum size of its long-term bond buyback operations from $2 billion to $4 billion per session. This intervention directly targets the 10-year, 20-year, and 30-year Treasury sectors after benchmark yields spiked to 20-year highs due to nagging inflation and war-driven energy price pressures.

Treasury Secretary Scott Bessent said Thursday he has a "big toolkit" to continue addressing the rise in bond yields.

By stepping into the secondary market to purchase debt, the Treasury aims to inject liquidity, stabilize falling bond prices, and pull down soaring borrowing costs for consumers and businesses.

Bessent's promise to unleash his big toolkit appears to have only emboldened the bitcoin bulls overnight into expecting more liquidity, which they have tended to reward with higher digital asset prices.

Further helping sentiment this week around bitcoin is a White House meeting with President Trump and top digital asset players at Coinbase (COIN) and Robinhood (HOOD). (Disclosure: Yahoo Finance has a partnership with Coinbase.)

Trump called on Congress to pass a "fair version" of the Clarity Act and declared that America will remain the "undisputed leader" in bitcoin and crypto.

Chhugani said, "The industry now expects either Clarity Act to pass in the September session or a new set of rules and exemptions by the SEC/CFTC. In fact, without Clarity Act, the industry will see accelerated rule making to support a series of new products - 24*7 perp futures on commodities/equities; compute derivatives including compute perp futures; on-chain tokenized equities trading 24*7 in the U.S.; and continued federal support for prediction markets."

08-21-26  victor

savo, spal, yes

08-21-26  spal

Shares of fertilizer companies are trading higher as fading expectations for further U.S.-Iran negotiations to allow free maritime transport through the Strait of Hormuz mean that shortages of potash and nitrogen fertilizer may persist for longer.
12:40 PM CDT, August 20, 2026

08-21-26  spal

alteraron gravemente el orden de la economía de mercado socialista

===

Interestingly worded. But certainly a severe punishment - kind of like Bernie Madoff when you think about it.

08-21-26  savo

for bigger crimes nobody went to jail in the land of the crooks after the 2008 crisis

08-21-26  victor

Condenan a cadena perpetua al fundador de Evergrande, símbolo de la crisis inmobiliaria de China

Hong Kong
CNN

El fundador del gigante inmobiliario Evergrande, que alguna vez fue uno de los hombres más ricos de China, fue condenado a cadena perpetua este jueves, según medios estatales. La sentencia constituye el episodio más reciente de la caída de quien alguna vez fue símbolo del auge económico del país.

Hui Ka Yan se declaró culpable en abril de múltiples cargos relacionados con su etapa como presidente de la mayor empresa inmobiliaria de China, entre ellos fraude y uso indebido de fondos.

La sentencia culmina la dramática caída de Hui —también conocido como Xu Jiayin—, quien pasó de un origen humilde, durante una convulsa era política, a alcanzar los niveles más altos de influencia y riqueza.

Evergrande Group está asfixiado por la deuda desde 2021 y acumula pasivos por US$ 300.000 millones. Su crisis, junto con la de otros gigantes del sector, ha sido un componente central de la conmoción inmobiliaria que ha puesto a prueba a la segunda economía más grande del mundo y ha amenazado con contagiar a los mercados mundiales.

Además de la cadena perpetua, Hui también fue condenado a entregar sus bienes personales y se le privó de todos sus derechos políticos, informó la agencia oficial de noticias Xinhua, citando el veredicto emitido por un tribunal de Shenzhen, una metrópolis del sur del país.

El Grupo Evergrande fue multado con 8.820 millones de yuanes (US$ 1.230 millones), mientras que Evergrande Real Estate recibió una multa de 7.000 millones de yuanes (US$ 1.041 millones), informó Xinhua. Se trata de algunas de las mayores multas penales impuestas por el gobierno chino a empresas.

Hui y el Grupo Evergrande fueron declarados culpables de varios cargos, entre ellos fraude financiero; inflar activos y ocultar pasivos; captar ilegalmente depósitos del público; fraude en la recaudación de fondos; y divulgación ilegal de información importante.

Las sentencias marcan un momento clave en la crisis inmobiliaria que continúa afectando a China, que ha golpeado la confianza de los consumidores en el país y ha generado un problema para un gobierno que basa su legitimidad en el aumento de la prosperidad.

“Las conductas delictivas del Grupo China Evergrande, Evergrande Real Estate y Hui Ka Yan alteraron gravemente el orden de la economía de mercado socialista, vulneraron los derechos de propiedad públicos y privados y socavaron la integridad de los funcionarios públicos en el desempeño de sus funciones”, señaló el veredicto.

08-20-26  spal

UMH
UMH PPTYS INC REIT


16.720.16 (+0.97%)


Erez Capital (Bruce Schanzer) activist - is involved. He has essentially put it up for sale. First levels have already been claimed - exit is probably about 21-25 is offers arise. Note that the 21st Century ROAD to Housing Act, which became law on July 11, 2026, is a sweeping federal statute that includes major reforms to lower production costs, update financing, and expand options for manufactured and mobile housing. So as normal the reg environment has been bent to lend a hand ...

08-20-26  victor

carib, right.. and the debt is now at 40 t.

//

The US national debt now stands at $40 trillion

WASHINGTON (AP) — The national debt surpassed a record $40 trillion on Wednesday, a staggering milestone as defense costs, social programs like Social Security and Medicare and interest on the burgeoning deficit make up an enormous share of federal spending.

The milestone figure was recorded just five months after the U.S. hit a record $39 trillion debt in March. It reached $38 trillion five months before that, in October.

The unprecedented $40 trillion figure highlights competing administration priorities, from boosting defense spending that the U.S. relies on to carry out President Donald Trump’s almost-6-month-old war in Iran to lowering the cost of gas and groceries.

Kush Desai, a White House spokesman, said the Trump administration “has been focused on slashing waste, fraud, and abuse in federal spending while accelerating economic growth to get America’s debt-to-GDP ratio trending in the right direction.”

However, experts say the exploding debt and the latest record milestone are already affecting Americans’ pocketbooks by raising borrowing costs for things like mortgages and cars, lowering wages from businesses that have less money available to invest, and creating more expensive goods and services.

“If we want to improve our living standards, today and for the next generation, now is the time for lawmakers to put our nation on a more affordable and sustainable path,” says Michael A. Peterson, CEO of the Peter G. Peterson Foundation, a think tank focused on U.S. fiscal challenges.

08-20-26  carib


In 2006 and 2016, official and private investors each held roughly half of the Treasury market. By 2026, however, the private sector’s share had risen to 73% while the official sector’s share had fallen to 27%.

08-20-26  spal

"As long as the music is playing, you've got to get up and dance. We're still dancing,"

Chuck Prince

08-20-26  spal

SSRM
SSR MNG INC

Running on

08-20-26  spal

GROY ... flexing

08-20-26  spal

"By the pricking of my thumbs, something wicked this way comes"

Macbeth (Act 4, Scene 1).

08-20-26  spal

Scarcity in the physical world and financial repression = commodity bull run

08-20-26  spal

Ex-Dividend Liquidity Capture: With the stock trading ex-dividend today (August 20, 2026), trading prints across TSX (MER.TO) and OTCQX (MRNFF) show zero "dividend capture drop" weakness. Instead, volume spiked to 1.06M+ shares on OTCQX and over 800k on TSX, with buyers stepping in directly at the ex-dividend open to absorb shares from yield-sensitive retail sellers.

Adding

08-20-26  carib

Victor: I am no expert, but secondary sanctions on Iraq, if they were to become a conduit for Iranian oil, would be extremely easy to enforce.
Point is some observers now see Trump as lots of smoke and little fire.
This will be a test for the efficiency of secondary sanctions (unless Trump re changes posture before the week-end).
It is also a test for the credibility of US power.

08-20-26  spal

The Dark Arts - so to speak

08-20-26  spal

Frontera - Daily volume on the TSX sits between 60,000–85,000 shares, while consolidated venue data (MatchNow, Pure, Chi-X, Omega) shows heavy midpoint crossing. When institutional buyers accumulate a small-cap asset without wanting to trigger a retail momentum spike, they route iceberg orders to ATS midpoints while stacking passive bids on the lit tape.

08-20-26  spal

LB is running and I am being out bid ... way it goes

08-20-26  spal

FECCF
FRONTERA ENERGY CORP


6.70 (+7.89%)


I trade on OTC but most of the action is dark crosses on unlit venues and on the TSX. Institutions are now crossing blocks.

08-20-26  spal

Frontera is now re-rating higher

08-20-26  spal

Trying to get a position in LB ... "Texas" LandBridge

08-20-26  victor

fun :-))

//

Estados Unidos crea un corredor secreto para sacar petróleo de Ormuz

El Ejército del país norteamericano escolta buques que permiten el cruce de entre cinco y diez millones de barriles al día

08-20-26  victor

carib, is iraq oil sanctioned?
i understand they are on good terms with everybody.

08-20-26  carib

I doubt Trump will cut the deficit, so the dollar could move down, and interest rates up..

08-20-26  carib

Iraq oil goes via hormuz too (except for the overland sales via Turkey)

08-20-26  victor

savo, btc 71.5

08-20-26  victor

carib, if...

export to china via 3rd countries, such as iraq?

iraq is iran's 2nd trading partner after china.

just like iran, iraq's #1 trading partner is also china.

08-20-26  savo

may be hormuz blockade is a DT fantasy.

08-20-26  carib

Question: if Hormuz stays closed for iran oil, how would china buy it anyway?

08-20-26  victor

savo, let's see if dt has the balls to go against china

//

China pushes back against Trump’s talk of economic warfare against Iran

China has slammed the US president’s “economic D-Day” campaign against Iran, saying more sanctions will not help solve the outstanding issues.

“Imposing sanctions and pressuring do not help to solve the issue,” China’s Foreign Ministry spokesman Lin Jian told reporters in Beijing. “China calls on relevant parties to take responsible measures and solve the issues through diplomatic and political means.”

China would be particularly affected by the measures, as it buys more than 80 percent of Iran’s shipped oil, 2025 data ⁠from analytics firm Kpler shows.

08-20-26  savo

if the old fool was going to resort in the end to old fashion secondary sanctions.. why all the bombing..death and destruction?

shouldn't he have started with the sanctions and avoid the death and destruction?

is the bloodthirsty israeli lobby so influential?

08-20-26  victor

No one has given the Islamic Republic of Iran a greater opportunity to make a Deal than me. TRAGICALLY, for them, they have failed to take it. Therefore, today, I am announcing the MOST CRUSHING ECONOMIC OPERATION EVER TAKEN AGAINST ANY COUNTRY! This will be Economic Warfare and Isolation on an unprecedented scale. Their navy is gone, their air force is destroyed, their military factories are now rubble, their currency is worthless, and their country is hanging by a thread. Today, I am also announcing that ANY country that allows its financial institutions, businesses, airports, or government entities to provide any type of lifeline to Iran will itself face TREMENDOUS Economic Consequences. Oil smuggling, swap lines, cash transfers, exchange houses, ship registries, front companies — It all needs to stop NOW. You know who you are. This will be an ECONOMIC D-DAY, and we need all of our Allies to stand with the United States of America to isolate, and defeat, the Iran threat. These maniacs are on the ropes, and these HISTORIC MEASURES will cripple them and their ability to project terror worldwide. IRAN WILL NEVER HAVE A NUCLEAR WEAPON. THANK YOU FOR YOUR ATTENTION TO THIS MATTER. President DONALD J. TRUMP

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