Monday, March 27, 2023

into the numbers

                                                     insiders selling into the numbers

mc 11.37 30x

mc 49 

mc 5.66

mc 37 30x









Thursday, March 23, 2023

offered

 

mc 869 anything office reit

mc 37.81 hindenberged

mc 1.73 insiders bailing





Wednesday, March 22, 2023

Friday, March 10, 2023

make payroll

The FDIC is back.  At the margin the numbers are meek. 171 billion in assets, 60 billion held to maturity, funded by 200 billion in deposits (a guess) with over $150 billion uninsured that will receive an FDIC receivership certificate. The infection spreads through payroll processors that used the bank for, say, an 18 employee outfit in Texas. Venture capital debt covenanted startups to place 30% of monies raised with the bank. The CEO has been selling with abandon. A sample of other suspects

mc 4.24

the zero bound

science officers sold 30's

mc 5.29

mc 9.41

mc 1.44













Thursday, March 9, 2023

katie bar the door

                               katie bar the door. a run in the valley. reserves precariously perched

mc 6.12

mc 376

mc 239

mc 152

mc 93

mc 10













Tuesday, March 7, 2023

the tide flows out

the fed is serious. flows are starting

short emerging markets

short china

short real estate

shirt financials

short gold perth shortchanged the chinese









 

chasing daylight

mc 12.6

mc 363 missed

mc 428 missed





 

uranium lithium bio bounces