Forwarded from Walter Bloomberg
US PATRIOT STOCKS IN EUROPE HIT CRITICAL LEVELS
US Patriot missile inventories in Europe are reportedly “beyond critical” after large transfers and heavy use during the Iran war.
Officials warn NATO has limited capacity to counter sustained Russian ballistic-missile attacks.
About 1,500 Patriots — 65% of US stocks — have reportedly been used in the Iran conflict.
NATO disputes that inventories are critically low.
(@WalterBloomberg)
US Patriot missile inventories in Europe are reportedly “beyond critical” after large transfers and heavy use during the Iran war.
Officials warn NATO has limited capacity to counter sustained Russian ballistic-missile attacks.
About 1,500 Patriots — 65% of US stocks — have reportedly been used in the Iran conflict.
NATO disputes that inventories are critically low.
(@WalterBloomberg)
Going into tonight meeting:
-Bonds have priced the event risk
-Equities not really
-Gold and btc are completely oblivious
-Bonds have priced the event risk
-Equities not really
-Gold and btc are completely oblivious
Why did gold pump the last time? Because he fumbled the Q&A, there is no Q&A today.
It is not in the US gov interest to have a speech torching bonds
Gold has been up 15% already
It is not in the US gov interest to have a speech torching bonds
Gold has been up 15% already
Bessent definitely briefed him and maybe even reviewed his speech to make sure he doesn't render his 4bn$ intervention nil
The next time you see someone saying muhhh fed treasury independence you can mute him
Not sure about equities or even btc, but I think gold need a fumble to perform here and I don't think it's gonna happen
Should have anticipated that more sigh; now the short gold trade is already gone
People try their best to push the highest valuation at IPO and whatever they achieve they consider it good enough to exit scam
I don't want to hear about lock up; you can easily if you have 10m+ to sell find someone willing to find a price agreement on selling your shares on IPO for a fee
You give me X shares worth 100 I give you 90cts on the $ on day one or whatever the rate is
The more IPO trade like they do the more this service becomes valuable and the lower the fees because of competition so the more attractive it becomes
Who lose? The people with 100k$ worth of share who can't access it + the passive buyers