Oil, Russia appears limp to help Dems get

reelected this fall...

peace talk spin this week also,

helps frame lower oil price for the

Dem convention...

Getting the Dems reelected could help

assure more war spending later...

Focus on bottoms around Thursday in

oil plays liked as the convention spin

keeps getting rolled along...

Reality could be a more bitter picture

in months ahead...


So we watch...LJ

could be good timing for a good idea...

if you get a market pull back for

a few days you nab any profit...

you don't leave it dangling...

but the put, sell the put you bot...

buy the call, sell the call you bot...

not tied to equity holdings...

so we watch...LJ

Rigged convention viewing test in week ahead...

will take the under on viewers...

so we watch...LJ

have a riding mower for yard and fence lines,

this is a bigger sized remote control

mower for use on hillsides that can't

be bush hogged safely...

still not as wide as a 4 ft bush hog,

but close enough to save on time...

think that there may be a design flaw

under this bigger one than the way the

smaller 20 to 30 inch yard size are made...

this bigger model has a protective

square box under the engine and

attached to the deck...

rear of that metal box attached under

the deck is made about 4 inches too

long to the rear, it goes back about

that much more than to the front...

when the blade spins the bolt holding

the sharper, cutter blades is spinning

under that rear box because it is

too long there versus the front...

and if the mower impacts something,

that could make the blade pop up there

and must be what sheared off the bolts...

it seemed to be on flat ground when

it finally hit self destruct mode...

can only make sure that the flattest

part of carriage bolt is on top,

alas. that puts a bigger lock nut on

bottom to potentially impact something...

Can't remember how it looked when it

was first delivered before using it...

may have to baby the beast...

tech support has been zero so far...


so we watch...LJ

Parts, can't find parts for China remote control

mowers anywhere online...

Fine product and put it to the test...

but sheared off bolts holding small blades

on and can't find reorder info on them...

'A biz plan for failure of good product'...

another seller reply that was contacted...

Dear buyer, at present, we only sell
machines, not spare parts, because our
products are currently shipped from China.
The cost of selling parts is too high, and
the buyer will not buy, because it is
not cost-effective.

Ink is still wet on that email reply...

phooey...

will improvise, but most will end up

letting a product sit without easy to

find spare parts to interchange...

China sales...find spare deck and blade

parts before buying any RC mowers yet...


Safety Warning...Do not stand in front of

or to the rear of remote control mowers

in operation, they are just like a bush hog...



So we watch...LJ

Moooving,,, Oliver, are your fields green like

SMCI this week?...

SMCI squeezing sold calls from 580 to 700

could happen with a big, late rally...

Quickest way to move the share

dispersal held now...

so we watch...LJ

SMCI, folks will get up early for deals

like this on Black Friday...

gap around $660 could still

late on Friday,

shaking out option contracts on Fridays...

so we watch...LJ

still good breeding stock...

SMCI plans to multiply...

so we watch...LJ

SMCI has some big owners down more than

my ugly under water position...

https://x.com/TheGuruYouKnow/status/1824146132836159996?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1824146132836159996%7Ctwgr%5E110134f92d237120ce9579f26e4e8217ef8eef36%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fhedgesocial.com%2Fstock%2FSMCI

My last buys on 07/31 and 08/01 are

still even down some...

Drop on SMCI was much more severe

than ever imagined would happen...

SMCI has been rebounding faster than

I expected as well this week...

more the merrier for rebounds when

you are down...

gap down for around $656 may fill Friday...

that would close out the shenanigans

take down with most holders having

higher average cost in 700 to 900 range...

And a quicker rebound might be possible

to the average holder's pricing range...

or it could grind up higher...

so we watch...LJ

Roadkill needs to be slow boiled to

tenderize the meat...

I'm a big bag holder, so don't ask me

what to do with it...


so we watch...LJ

Prices are pushed up for big insider sales

coming for many companies...

Stock market is very efficient in transferring

public money to private hands of insiders

selling shares of public companies...

Did you think the stock market was

invented for any other reason?...


so we watch..,LJ

Gasoline inventories dropping 2,900,000 barrels led

the 3,100,000 bbls overall inventory

decline reported Wednesday...excludes

the spr data which isn't used...

very surprising...

OK, they painted the higher oil inventory

of 1.4 million barrels for news headlines...

Oil inventory, ex spr, are now lower than

year ago by 9 million barrels...

https://ir.eia.gov/wpsr/overview.pdf

Was wondering how they painted oil

price down today...

Been a spell since oil inventories, ex spr,

trended below year ago levels...

with record U.S. oil/nat gas production...


So we watch...LJ

If they ever lower firing cannons by 30

degrees or more for shots at Israel,

it could show different outcomes...

Guess they just like wasting ammo to

make videos against the iron dome,

which won't work on low altitude attacks

as well if real intent picks up to strike

deeper into Israel...

they could walk across borders with hand

held launchers and do more damage...

wonder if they make money off videos?...


so we watch...LJ

OP-EX, oil inventory drops but oil stocks

don't move up...

Not really an expected drop either

in U.S. oil and gasoline inventories...

Mega money riding sold calls rules

the roost during monthly OP-EX week...

Peons can only sigh...

So we watch...LJ

Japanese Prime Minister to step down...

https://www.theguardian.com/world/article/2024/aug/14/japan-pm-fumio-kishida-stepping-down-september

Yen could see some more moves...

Who's on first?...


so we watch...LJ

Google will charge double for flip phone

versus standard phones...

Good news ends there for Apple...

https://apnews.com/article/google-pixel-phone-artificial-intelligence-apple-iphone-706f612f4d1b0d6ed06431026e9afcbe

pear phone market is competitive...

In another move mirroring Apple, Google
is equipping the Pixel 9 lineup with a special
chip enabling many AI-powered services to
be handled on the device instead of remote
data centers, with the aim of boosting
personal privacy and security.

May be taking a swipe at some big cloud

build outs with that thingy...

But Apple’s plans for AI remain hazier
than Google’s vision, and Google is also
rolling it out more broadly, including on
Samsung phones powered by Android,
said Emarketer analyst Grace Harmon.
That may increase the pressure on Apple
next month when it unveils the next iPhone.

Competition in foreign markets could be

strong for the pear phone...



so we watch...LJ

Department of Justice investigating NVDA will

be interesting to watch...

Heck, even SMCI is a possible for

pushing for them checking on short

falls of things needed in production...

https://www.cbsnews.com/news/doj-investigates-nvidia-ai-chip-dominance-amid-antitrust-complaints/


If they found any email exchanges with

Pelosi would there be a new wiki leaks

to find them and reveal them?...

It could get down right interesting...

Possibly bigger than a new product delay

that NVDA won't even comment on...

That seems much like SMCI not pre disclosing

such a large hit to estimated earnings...

Still a tough pill to keep down after

swallowing so hard...


So we watch...LJ

Be careful bragging on road kill smelling better...

the wind can shift all over you...

so we watch...LJ

Democrats with world unrest have boosted oil

company prospects since 2021 start...

The two go hand in hand, global instability...

CVX from 91 to 144...fair...

https://finance.yahoo.com/quote/CVX/?ncid=yahooproperties_peoplealso_km0o32z3jzm

XOM from 45 to 117...marvelous...

https://finance.yahoo.com/quote/XOM/

The spin of Republicans helping oil

companies is an odd spin...

Wars boost oil company prospects...

Folks get lower fuel prices with less global

instability...

Oil industry may not be rooting for

Republicans to rock...

Figured we should set this straight...

Israel striking Beirut in Lebanon is gonna

lead to bigger problems faster...

Korean war memories could be getting

some de ja vu for U.S. troops if the U.S.

doesn't halt money to Israel...much bigger

country involvements than Vietnam was...

A puppet asleep at the switch in U.S. is

what war masters want folks to believe...

Israel has already gone past lines which

will lead to years of retaliation against

them and any backers...

China has smartly dodged the frey...


So we watch...LJ

Cheaper China Chips, order now, don't delay...

You may have to smuggle them into

country in diaper boxes to save your

company millions in cost...

but that is for your protection...

The reverse actually happens,,,it is spin

that makes folks think other wise...

Lower oil price is what lowers drilling...

It did happen under Trump, over a

year prior to covid being exposed...

There was only a brief reprieve from falling

oil prices when terrorists hit the Saudi oil

operations at different times...

It was very suck face for oil companies

due to the low prices...

Democrats bring on world instability and

move the price of oil up...

Spinners just paint it opposite of reality...

So we watch...LJ

2.99/gallon fill up yesterday, manipulated tech

sell off last week is what the Japan

market being up now is showing...

PPI coming in weaker than expected

shows a slowing economy very well...

Oil price even dropped on Tuesday as

it shuddered at slow down prospects...

Shipping cost are Very Elevated, so

what is getting weak enough to cause

the PPI data to drop more than expected?...

https://www.barchart.com/story/news/27999713/stocks-settle-higher-on-favorable-ppi-report

U.S. Dollar dropping on the news should

have seen a rising oil price during the day...

Vern, we can expect more volatility ahead

in the markets...


So we watch...LJ

Puerto Rico...Mr. Weatherman has detailed videos

on what may happen...

Been sneaking up on NVDA puts and

SMCI puts this afternoon...

Nikkie 225 could retrace last night's nutty

gains with the soft PPI data driving the

U.S. Dollar value lower...

or it was just crap about it last week

causing the market turbulence...

https://finviz.com/futures.ashx


Natural gas prices in Texas dove in 2nd

quarter when pipelines had to do repairs...

WAHA price is a low ball racket anyway...

VTLE only had [.74] bets against WAHA

this year versus[1.51] a year ago to hedge

on it going negative in price.
.
VTLE showed about 6,600.000 mcf more

nat gas production in 2nd quarter versus year

ago quarter,

VTLE did a larger merger/acquisition late

in 2024 than was gas heavy and hedges

weren't added on nat gas for that...

So they got hit with double edged sword...

Some companies don't break down liquids

production info in filing...

VTLE is still light hedged on natural gas,

which should be done at about 90%...

NOG shows close to 60,000,000 mcf

hedged on liquids for 2nd half of 2024

with over 29,000,000 mcf of natural

gas production in 2nd quarter of 2024...

VTLE has stayed almost fully hedged

on oil in mid 70s most likely in case a

powerful President comes in to halt Israel

aggression, which is yet to happen...

And get Suez Canal flowing correctly...

EGP value drop impeded GRRR prospects

until the situation is Amended...

Some links to review on info...

https://investor.vitalenergy.com/static-files/24984e60-381c-4c54-a1c6-d4fa5c627480

https://finance.yahoo.com/news/vital-energy-reports-second-quarter-203000912.html

https://finance.yahoo.com/news/nog-announces-second-quarter-2024-200500107.html

https://www.otcmarkets.com/filing/html?id=17718719&guid=7tO-kFxAigIjJth

VTLE has some kernels in it hinting at

prospects potentially improving...


Plenty of Peon thesis to absorb...


So we watch...LJ

GRRR operates in multiple countries which

requires record keeping...

https://taxsummaries.pwc.com/quick-charts/corporate-income-tax-cit-due-dates

And GRRR filings shows many liabilities

that require adequate reporting...


GRRR keeps the records, so doing a

a filing to update shareholders also

shouldn't be a stretch to achieve...

By U.S. guidelines they can wait till

things improve before any filing...


So we watch...LJ

Foreign Private Issuer Filing...


https://www.squirepattonboggs.com/-/media/files/insights/publications/2017/06/foreign-private-issuer-guide/fpi_guide_2017.pdf?rev=8d824be209d343eeb659dd0dc8529979#:~:text=Foreign%20Private%20Issuer's%20Obligations&text=The%20Form%2020%2DF%20must,end%20of%20each%20fiscal%20year.

SEC requires Annual filing within four

months from fiscal year end...

SEC doesn't require semi-annual filing...

Nasdaq requires a semi-annual filing within

six months of the end of the 2nd quarter...


More voluntary disclosure is always better

to see where things are headed...


So we watch...LJ

Why not use Paypal?...folks act like Paypal

quit existing after venmo came along...

Paypal owns venmo...

Paypal security has higher ranking...

Used Paypal on alibaba to buy a piece of

small equipment...

Had to attempt the transaction twice because

a phone verification was required before it was

allowed to be completed...some added security...


Anyway, here is where this is heading...

Beware online scammers that request

payments or deposits via venmo...

They tend to rank low on legitimacy...

F.B. is loaded with those type scammers

now trying to prey on peon group sites...

And that royally ticks me off...


So we watch...LJ

Tyson shut down Iowa town by closing plant

and terminating workers...

https://www.cbsnews.com/news/perry-iowa-tyson-pork-factory-closure-layoffs/

Hopefully only a few Democrats got

caught in the job loss after supporting

a party of big employment spin...


So we watch...LJ

Nikkei 225 nearing reversal area at resistance

on nutty big rise over night...

PPI data should come in the morning

to confirm rate drop possibility...

Take a polaroid of Nikkei at high because

it could drop just as much in the next

session of trading...

over 36,000 now...

https://www.investing.com/indices/japan-ni225

And that could add stress on tech again...

Too fast in motion is not what we may

have needed to see...

Oil price dropping with U.S. Dollar steady

to down overnight is also off...

More volatile markets seems possible...

Money flow from betcoin drop and out

flow moved into U.S. Dollar first and

may be trickling into gold now...

It goes somewhere at some point...




So we watch...LJ

Are you getting weather from the Enquirer?...

may wanta get some stock picks there...

that cat 3 so fast sounds tintilating...


so we watch...LJ

had to go with 500 puts with shares held

in such distress now...

don't need to lose anymore...

hope your 750 calls hit on Tuesday...

so we watch...LJ

Jews may have more gold now than

the folks in India and China

put together...

Gold price being high doesn't show

any tightness in money supply also,

so rates don't have to come down...


So we watch...LJ

Oil supply is very tight if a production

hit comes anywhere...

Floating oil in storage numbers have

stayed low and reflect that China hasn't

bot extra oil to refine this year...

Really not much premium in oil price

since the Suez Canal became restricted,

almost a year ago now?...Israel caused it...

Russia getting cut back on exports with

Ukraine hammering them may not be

in the price yet either...

U.S. and Canada being well stocked doesn't

mean the rest of the world can't be affected

by any supply tightness if it occurred...

And oil price is set globally...


So we watch...LJ

VTLE CEO buys over $94,000 worth of shares...

https://www.otcmarkets.com/filing/html?id=17751571&guid=y8O-kq652gSvB3h

now do you believe the lil birds singing?...

cheap, cheap, cheap.....

so we watch...LJ

Models have fishlinger in Atlantic late week...

WTI hit 80 and Brent at 82...

Oil company prices may take off

higher on Tuesday and Wednesday...

Companies prices being held down today

may be to load weekly calls at lower decay

pricing late in day on Monday,,,


DELL practically forecast bad earnings late

in August with layoff news over weekend...

Should be down but price is up...

So letting SMCI turn over some day

trading shares at higher prices today,

may see lower entry price later in day

or early Tuesday...

Holding 520 to 525 could keep a new

uptrend in motion...

It takes time for a thumb to heal if you

smack it with the hammer...


So we watch...LJ

NOG/VTLE... Brent price tops $80 Monday...

oil price has been rising steadily...

natural gas price has been moving up...

so we watch...LJ

too bad Ai is in freefall...

we were hoping to make some

money on it before it takes over

and ruins our lives...

'another phockin spam call' is what

Ai is learning to address itself as

when it records 20 to 30 spam calls

to us per day...

We must train them right to address

themselves as 'another phockin spam

call' when we answer the phone...


so we watch...LJ

SMCI changes DELL like NVDA changed INTC...

NVDA actually forcing all the changes...

DELL did have uptick in Ai server

revenue into billions in first quarter,

lagging SMCI...

but it is a big, growing market...

DELL has generally reaped the higher

margins from their high priced laptop

sales...a flat line growth area...

Always owned HP as the lower priced

alternative to higher priced brands...

Fully expect that any costs impacting

margins for SMCI will hit DELL also...

https://www.businessinsider.com/dell-workers-layoffs-reaction-ai-restructuring-jobs-tech-2024-8

SMCI margins actually should get squeezed

in the fast growth phase some as they

build up inventory quarterly before their

sales ring the cash register...

Which happened in 1st and 2nd quarter...

Inventories levelled off in 2nd quarter

versus 1st quarter inventories,

both above 4 billion inventory mark...

Levelling off could come before margins

restore to better levels as sales start to

match investment growth more...

SMCI also almost doubled R&D spending

on a year to year quarterly basis...


So we watch...LJ

SMCI, 12 shares become 120 shares on 10/01/24...

The Company’s Board of Directors has authorized
10-for-1 forward split of its common stock and
we expect trading to commence on a split-adjusted
basis on October 1, 2024.

SMCI managers stated that up to

800 million of 4th quarter revenue was

delayed into the 1st quarter, 2025 due

to some type constraints, and reduced

their margins...

The split news is why the price take

down appears to have been manipulated...


So we watch...LJ