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democratic war party whupped out a chenney...
of all the nerve...
gloom, despair and killing to no end...
Dude, we seem screwed...
global recession that has drove oil demand
down so much will turn depressionary if
the democrats win soon...
canned goods are the investment then,
and nothing using any of your cash...
world will face bigger trouble than us
though, if it makes ya feel better...
so we watch...LJ
four more years of hyper inflation under democrats...
only twisted souls like that idea...
so the safe like gold is prepping
in case...
so we watch...LJ
Oil price is in trouble, betcoin is too silly
to worry about...
Gold should be topping as it appears
the liquidity flow in the economy isn't
growing anywhere now...
The ole dem fav in tech land is getting
it's last toppy farewell tour if the Dems
retake control of W.H. and Senate...
This anemic U.S. fuel demand now rivals
lows of many years past...stunning...
so we watch...LJ
HPE dipped nicely for buyers, SMCI went up...
hard to figure out what to do,
or when to do it...
so we watch...LJ
SMCI needs to file 10K in week ahead
or risk a possible delay in getting
the 1st quarter, 2025 filing out...
SMCI put out info for 1st quarter, 2024
on November, 1st, 2024, last year...
https://finance.yahoo.com/news/supermicro-announces-first-quarter-fiscal-201300306.html
SMCI needs to get the filing out and
double up the price,,,
need funding to buy VTLE probable dips
going into the election week...
VTLE starter on Friday...NOG added to
on Friday...still light weighted...
Gasoline price at pump now seems cheaper
than oil price before tumble started at
beginning of past week,,,
Oil companies reportedly bot hedges in big
waves in recent oil price spike for the
next year ahead...???...
Me?, would still max out hedging on the
natural gas production more than oil...
peons only have peon ideas though...
so we watch...LJ
Iran is prepping for 4 years of Democratic
control possibility again in U.S....
https://oilprice.com/Latest-Energy-News/World-News/Iran-Readies-New-Oil-Outlet-To-Bypass-the-Strait-of-Hormuz.html
Blinken has led charge to starve too
many folks in Gaza to be ignored
forever by those folks...
That is the guy up for hot seat if the
Republicans pull of a miracle...
Investigations of Blinken ignoring data on
Israel and still funding them gets no
review if Dems maintain control...
Ahhh, the webs weaved we watch...
China, Saudis, and Iran have a cooperation
pact in anything that ends up happening...
China sub companies control the Iraq oil
industry that U.S. taxpayers are still paying
interest on to fund opening them up...
so we watch...LJ
TSM eeked out U.S. $10 Billion profit quarterly...
https://finance.yahoo.com/news/nvidia-stock-tests-record-high-105610641.html
Guided for growth to maintain pace...
TSM is the largest holding of retail
investors in the Taiwan market,,,who
bot heavily in the past drawdown of tech
prices over a month ago...
SMCI board needs to get the 10K filing
out and put the short blast in the past...
so we watch...LJ
fuel demand dropped and PR pumped up by
institutions like you said it would be...
WTI around 1.90 entry was on watch too,
but they also pumped it up today...
maybe op-ex Friday is for call buyers
this month...naaahhh...
could still see some reality on Friday...
China is getting all the cheap oil they want
from Iran now,,,
and China has built up their SPR if there is
a short term rise in oil price...
U.S. exports are at whim of world economy
without the built in war demand...
so we watch...LJ
U.S. net oil imports dropped about 7 million
barrels in latest weekly report on a week
to week basis,
U.S. oil exports Well below year ago level...
with lower demand and strong oil
production...
https://ir.eia.gov/wpsr/overview.pdf
line item...fuel ethanol showed small
weekly build with lower refinery activity
and lower gasoline inventory reported...
so we watch...LJ
Sweater or not folks like it, it's cool in Dixie...
summer just flew by...
tropical activity is modeled for low
expectations thru end of month for
any U.S. mainland impacts...
it stays warm in Caribbean later in
the season into November though...
so we watch...LJ
Probably have a President from India soon...
And them Indians know how to buy
cheap fuel...
https://oilprice.com/Latest-Energy-News/World-News/Indias-Imports-of-Russian-Crude-Oil-Continue-to-Climb.html
So gas prices could drop more later...
She might have checked black on the
candidate application to try to get more
votes, but most likely it is only the Media
that is checking that black box...
so we watch...LJ
If a storm in Atlantic gets up near tropical
storm status by the time it reaches
around Puerto Rico, then it should
start guiding itself north thru a gap
east of Bermuda out in the Atlantic...
If that stormy area stays weaker then it
could keep drifting east toward Central
America...
Long shot is the stormy area in Caribbean
that will move west over Central America,
If it then got pushed north back into
the western edge of Gulf of Mexico....
A real long shot like Milton was...
No models are expecting that at this time...
so we watch...LJ
SMCI gapped down from $77ish area
after last quarterly earnings release...
the lapse in margins was blamed...
Company CC had statements that said
that SMCI had about 600 million of revenue
delayed into next quarter on parts delays
that hurt margins to a degree...
All the other gap down info out there is
from the prepositioning of the short attack
and after it was initiated...
for those keeping score at home...
so we watch...LJ
Oil price could be 40/bbl by election day
if it keeps dropping at same pace
as last Two days...
Holiday on Monday didn't see any
selling in oil companies with the
oil price getting weaker...
so we watch...LJ
FSM, acting like gold from colored countries
isn't as good as Canadian gold...
either picked wrong horse or it
could gap up to play catch up...
muted expectations for tropical activity
toward U.S. thru about mid part of
next week on current line of sight...
hard to guess much further out than that...
so we watch...LJ
diesel at 3.29 or less now is good for
the fall harvest period...
someone has to use the diesel to
make up for lower trucking activity...
wait for Friday to see what the value
price may be for oil companies...
op-ex Friday's can show case pricing...
so we watch...LJ
Gold,,, Biden sending U.S. troops to Israel
is to bolster the war more before
the elections...
old school politics...
https://www.cnn.com/2024/10/14/middleeast/thaad-missile-interceptors-israel-defense-intl-hnk-ml/index.html
And the warS propagated under Democratic
party leadership for almost 4 years are why the
world economy continues to Contract...
Different countries lower trading with other
countries to retaliate and it creates a
down spiral in economies worldwide...
If Republican control doesn't take over
then there will never be an Audit of how
much of U.S. Weapons Deposits of Billions
of dollars may have been used by Israel...
That is enough incentive to try to sway
elections anyway possible...
so we watch...LJ
SMCI is targeting 15% of DLC market in
Ai server growth...
They are smart enough to accept that
the Big Boys, Dell, Microsoft, HPE, and
etc. will get their shares of market...
What if lil old SMCI exceeds their own
growth targets in the Ai server growth?...
That is an unknown for upside potential
in the future...
2024 overall market of over 200 billion in Ai
product area is expected to grow to over 600
billion by 2027, around 4 minutes in video...
SMCI also sells products for the Edge and
future inference needs...
Overall market potential should be bigger
than only the Ai server growth
so we watch...LJ
Economic retreat since Joe crowned bad karma
as nominee without voter approval
has accelerated...
Economy now appears in major retreat...
Dock worker labor bosses probably saw
the dropping cargo shipments coming when
putting those workers back on docks...
Major dive in energy use Across U.S. only
has one PADD disrupted by Milton...
https://www.gasbuddy.com/go/national-average-inches-up-following-oils-rise-demand-craters-after-milton
Around 8% drop in gasoline use is what
is showing in last week's station data...
Only drop in deliveries to gas stations in
Florida would show in One PADD only...
Sold PR late today on those numbers...
FED is no match for weaker economy if
a liberal attorney takes oval office...
Gold is a safe haven and not akey-fakey
betcoin built on pyramid scheme demand...
Money will rotate to Real if chit hits the fan...
so we watch...LJ
Current weather pattern is normal...
Hot, dry, drought conditions building over
southeast in September and October...
Caribbean is unsettled with rainy weather...
GFS over predicting strength and development
of storms in Caribbean is normal too...
GFS missed the area of development of
Milton and had it forming in Caribbean...
Milton actually formed from weather in the
far western corner of Gulf of Mexico...
More favorable upper level winds are what
allowed both hurricanes to intensify that
have hit Florida in 2024...
Front stalling above Georgia as the Helene
remnants moved there was terrible luck...
So we watch...LJ
my lil puts resting comfortably over the
long weekend...
do you realize that amount sounds
silly?...
can't explain it, but no price changes
show it is off book thingy of some type...
but, can't explain it...
so we watch...LJ
Gloom and despair to continue if control is maintained...
didn't say it, do you feel better?...
so we watch...LJ
Genocide by Israel recorded for history
is off topic under current leadership...
https://www.commondreams.org/news/media-coverage-of-gaza
Folks suffering after hurricanes in
U.S. should get the funding going to
back genocide by Israel...
every damn dime of it...
so we watch...LJ
welcome, SMCI needs to file 10K before Dubai
promo visit next week...
Gitex Dubai, 10/14 to 10/18...
so we watch...LJ
DOJ wants to know how in the hell is
Super Micro developing such intricate
new tech products so fast...
SMCI had 21% of float shorted or over 94 million
shares short as/at 09/30/24...
shorts increased by 8% in September...
https://finance.yahoo.com/quote/SMCI/key-statistics/
brave lil critters...downside is only 100%,
but upside could be unlimited...
so we watch...LJ
U.N. will have to drive Israel from Gaza
with troops if democrats take the
White House and Senate control...
https://www.reuters.com/world/middle-east/un-inquiry-accuses-israel-crime-extermination-destruction-gaza-health-system-2024-10-10/
The pro Jew tactic to keep wars going
is self serving for the democratic party
war machine in control...
That machine is still more powerful than
other forces in U.S. but loses ability to
steer policy with more Republican opposition...
Call the opposition Peep-Eye if it makes
folks feel better about it...
so we watch...LJ
Joe and bad karma have more cheap crude
flowing to India from Venezuela now...
Adding to all the cheap crude that
India buys from Russia...
https://oilprice.com/Latest-Energy-News/World-News/Vitol-to-Send-Venezuelan-Crude-Oil-To-Indian-Refiners.html
XOM got a down grade due to excess
production capacity in oil sector despite
all the powers to be rattling sabers...
All the oil sector companies that shut down
oil operations along West coast of Florida
spawned the temporary fuel out highlights
shown by media, And most could be back
on line and delivering again before many
get power back on at homes...
so we watch...LJ
netanyu, possible anti-Christ, and his funder
plot on Lebanon anihilation next...
https://www.cnn.com/world/live-news/israel-gaza-lebanon-war-10-10-24/index.html?t=1728537519264
How do Politicians in D.C. justify
to tax payers such blatant funding
to destroy property and kill innocents?...
Republicans need to focus on the real
spending problems going on, even
though many Oldies are in on it...
Escalation will never help!...
so we watch...LJ
2.3 million power outages,,,overproduced natural gas
in U.S. will see less demand there
for a few days to produce power...
https://poweroutage.us/
power outages will keep rising all night...
Milton is going into the sunrise and east
into Atlantic...
But it takes a long time for a storm as
big as Milton became to wind down...
And the extra powerful back side of Milton
due to interacting with the low and jet stream
is now showing that ugly side to...
Rainfall flooding has mind boggling numbers...
Milton, #13 of season, is proving unlucky...
so we watch...LJ
Sock Wars...SMCI battling big shorts everyday...
https://stocktwits.com/MrBullToYou/message/588476038
Stocktwats is actually running a Paid
Ad about shorts hammering SMCI from
boomburg that is many weeks old
when you access SMCI board there...
Has been since Monday rally day...
Big Shorts are Paying for that Ad...
Very cheap to hold One Put out of money
to hedge position daily...
Paid Ad hints shorts aren't thru yet...
so we watch...LJ
Now way in hell interest rates drop
with rebuilding needed in six
states in U.S. now...
Hope you didn't forget that Texas was
barreled over earlier in summer...
Voting is controlled by the State, yes it
can be extended anywhere needed...
Cancel funding to Israel now that is going
to destroy other countries and fund the
rebuilding in U.S. States...
That puts the Democratic War Party with
backs against the wall...
so we watch...LJ
Actually voting can be extended if the
tragedy of Milton impails enough
of the voting options...
up to 1/4 of Florida subject to potential
of mass devastation will be a qualifying
event for a voter extension period...
peon theory, so wait for the powers to
be to release that info after a reasonable
amount of hand wringing time is allowed...
Tax filing will also be extended for many
states affected by the hurricanes...
so we watch...LJ
Dem party has wars to fund, not relief...
or the FEMA funding would have
been adjusted earlier in year with
the higher hurricane storm forecast...
Too late to show up when the storm
starts coming after it hits...
It takes many months to plan and pre
build assets for storm relief...
wrong party with wrong priorities with
so many storms hitting...
calling bullchit on bad karma not knowing
that putin wouldn't be in Ukraine if Mr.
Trump had been in office,,,big lie on
campaign trail from Karmalor now...
so we watch...LJ
Punks pumping oil price...big API oil build
of inventory this evening after effects
from Helene are slowing things...
North Carolina had school systems
wiped out with other industry...
And Milton will slow some things
more until the event has time for
folks to get over it...
Punks pumping up oil price tonight are
new to see in this set up...
Opposite of what normally happens...
so we watch...LJ
25 ft surge?...Milton may be like the
dinosaur extinction event for folks in
Florida that get hit by the eye of Milton
and points up to 100 miles south of
the track along coastline...
Weather is Local...
Central Florida will see vast areas of
new swampy land created until the
surge levels go back down...
Some may have nothing to come
back to after the storm...
Tech era warnings are going to save
many folks that evacuate...
Katrina dropped to cat 3 and produced
20 foot storm surge after being a cat 5
storm, is the modern reference for Big,
storm surge potential from Milton...
Current storm surge numbers may be
too low at this time...
some NHC links to review...
https://www.nhc.noaa.gov/refresh/graphics_at4+shtml/212734.shtml?peakSurge#contents
https://www.nhc.noaa.gov/text/refresh/MIATCPAT4+shtml/082359.shtml?
https://www.nhc.noaa.gov/text/refresh/MIATCDAT4+shtml/082054.shtml?
https://www.nhc.noaa.gov/graphics_at4.shtml?start#contents
Key dig from latest Discussion...Back
side strength of storm may be higher
than normal after the storm starts interacting
with Low trough that is expected to help
lower the landfall intensity...
After the eye passes the next round coming
may be stronger than normal...layman's terms...
Milton, #13 of season, has exceeded the
expectations to this time...
so we watch...LJ
SMCI had local, natives buying on Monday
also because of weekend headlines...
https://sfyimby.com/2024/10/super-micro-computer-submits-plans-for-550-east-brokaw-road-san-jose.html
Those type buyers will hold more...
Had to save it for the back testing...
so we watch...LJ
A lot of profit taking in gold stocks
on Monday may have rolled into
orange juice futures...
like, like, orange juice isn't already
high enough...
rate drops seem low probability now...
so we watch...LJ
Florida will need power and running water
in many, many, many places before
folks worry about any voting...
Basics of like outweigh politics...
Market on Monday looked like market
makers had it propped up so that
insurance companies could sell and
raise money...
Milton blow up over weekend came fast
and unexpected to even veteran watchers...
Milton is projected to go to hell out
in the Atlantic on East track...
so we watch...LJ