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Biden is funding another year of war
in Ukraine before leaving office...
https://www.aljazeera.com/news/2024/8/23/us-announces-new-round-of-military-assistance-for-ukraine
putin will probably send him a
Xmas card for that...
those lil shell companies that lil Joe
set up in Ukraine need funding
to help rebuild things later...
obama legacy material in that saga...
so we watch...LJ
SMCI and VTLE are two pos companies that
had extra bad press on them during
the market plunge period...
which we don't know is over...
phock over 50,000 barrels per day
of oil production in a recession...
phock a leader in providing somewhere
to put all the Ai chips being sold...
You know you got a pos when the
prices look so pitiful...
Screwed up going with growth in
a recession...
so we watch...LJ
Ukraine missed nuclear storage site by 100 meters
in the Kursk region...
Did they even plot the wind direction
before tossing drones at it?...
https://www.newsweek.com/russia-nuclear-warning-ukraine-kursk-invasion-1943632
If that wind shifts will Russia _ _ _ _?...
so we watch...LJ
VTLE -22%, SMCI -30%, NOG -12% since
July 15th closing price...
This stinking market doesn't care
what anyone owns...
VTLE is hard choice to sell a call
on at such beaten down pricing...
You know it is worth what you paid
for it or you wouldn't have bot it...
Just chatting to pass idle time with
nothing going on now...
SMCI bouncing back from 43% drop
to 30% down since only July 15
luster has worn off...
so we watch...LJ
pretty decent rally on the oil sector...
are you contemplating selling a
call September with the rebound
on Friday?...
so we watch...LJ
SMCI likes $100 up days on Fridays...
Friday,23rd seems as good as any
to go ahead and do it again...
so we watch...LJ
told ya, N.H. was middle ground for a
cake walk to winning election...
BIG Money picks the candidates they
want to shove down folk's throats
in the fall election...
The Rigging by Democrats in Dodging
primaries and the tossing in their
choice at convention is Pure Deceit...
Democrats should just Not Vote to
protest the Crooked Democratic party
move to Rig the convention...
BIG Money controlling Democratic
party have just rubbed it in the average
voter's face this year...
telling them they really don't matter...
So we watch...LJ
T.I.M. can save passwords for you...
China/ Russia is after fertile land for raising
food in Ukraine as #1 goal...
U.S. pushing Russia to impair Kyiv
and make it unfit to live in would
increase the benefit...
China minerals would become more
valuable if some of the Ukraine mineral
sites became radiated and useable...
U.S. is flirting with that by pushing
Ukraine toward Moscow now...
And the attack isn't likely to be as
expected from the air...
More probable might be suicide squads
taking in dirty bombs to set off...
Which is also a probable long term threat
now in Israel cities even when they reach
a ceasefire in conflict...
A lot of innocent blood was spilled in
Gaza and little time to mourn those
losses by many yet...
Hard liners in Israel ruined the future
peace there for the citizens...
Retaliation will be aligned to avoid
definitive blame being assigned later...
some light pondering for dark nights...
So we watch...LJ
Bright Light...U.S. backing is getting dangerous
right now...
Most know that Ukraine is guided
by the money like a puppet and the
U.S. intelligence guidance...
It has gone too far as usual in meddling
in attempts to control foreign actions...
https://www.independent.co.uk/news/world/europe/ukraine-russia-war-kursk-incursion-drone-attack-putin-news-b2599328.html
U.S. isn't screwing around with Korea
or Vietnam now...
Moscow is known to have Bright Lights...
Pretty scary time for a world that may
be totally unaware of the threat now...
So we watch...LJ
Corporate tax rate should be higher on monopoly
corporations and those making monster
amounts of profits...
Just like most of the rest of the overall
economy, where wealth is top heavy...
The lower 90% of corporations by earnings
doesn't need their tax rates increased...
The wealthy controlling politics in U.S.
will not tolerate adapting common sense
to raise more revenue and try to reduce
the rate of U.S. Debt Crisis growth...
So the market doesn't give a flip...
So we watch...LJ
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...
New $SMCI positions for:
— Guru 👊 (@TheGuruYouKnow) August 15, 2024
*Soros Fund
*David Shaw
*Paul Tudor Jones
*Clint Carlson
+ Millennium added 800% more.
Information From Hedge Follow pic.twitter.com/9DmccR0SqC
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