$AAPL missed earnings.

Stonkholders punished the company by bidding the shares higher.

Which is especially interesting as interest rates skyrocket - stonks go up as consumers get laid off from their jobs and credit card debt explodes.

#MakesPerfectSense
With 15B shares outstanding a $1.00 rise in $AAPL = 1 Campbell's Soup corporation.

Since Jan 1, $AAPL has risen by over 20 $CPB

#MissedEarnings
#TotallyMakesSense
From the open today on $AAPL
#MoneyFlow
over 1B inbound
Mar 10th weekly call option ITM @152 strike

ODTE is pumpling, but later options buyers say na

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More from @frankoz95967943

Feb 14
12/1 - SPR releases end
12/4 - OPEC cut oil production
2/9 - RUS cut oil production 500000 bl/day
2/12 - SAUD increases military ties w/RUS
2/13 - @POTUS NEW emergency SPR releases

RUS/BRICS gloves off

1 barrel of oil makes ~19 gal gasoline
Top oil producers in the world:
🧵👇 ImageImage
So, to fill the average car in america, you are consuming 1 barrel of oil - most people consume 1 barrel of oil per week.
To fly from jPan to San Francisco, it takes 150,000 litres of jet fuel. If there are 13.2 liters of jet fuel in 1 barrel of oil, that means it takes 11,500 barrels of oil to complete 1 leg of that trip. Image
Read 6 tweets
Feb 14
#TheLongView

Pay attn to scales - some are inverted.

Notice the spread btw svix and q's now vs what it used to be... Takes a LOT more to pull markets higher (but svix is used to crush oil...)
🧵👇 Image
Weird inflation measure - gold/platinum - its higher Image
Net liquidity Image
Read 10 tweets
Feb 13
I live in a communist country - living here gives me a new perspective on "controlled media"

There are 2 kinds of news - the state news, official - broadcast, & people news - the unofficial gossip channel.

People are not dumb - when there is conflict btw state and official
🧵👇
US is sliding into the same... this whole ohio derailment sheds new light on "controlled messaging"

The ohio disaster has not hit the news like a "normal" environmental catastrophe would have in the past - where these tankers derailed is amazingly close to the watershed to the mississipi river - a watersupply lifeline to a HUGE portion of america. Image
Read 9 tweets
Feb 13
what drove $NSC stonk higher?

when u c it...
🧵👇
But they got a problem

expenses
and they are paving it over with debt financed stonk buy backs
Read 6 tweets
Feb 13
I have a short story to tell about this and a caution to anyone living in USA near chemical plants or rail lines that move them

🧵👇
This comes from experience. Real personal experience that cost me, well, pretty much everything - and part of the reason i live in vnam now.

First - please understand: There are federal laws.
There are federal regulations
There are state laws
There are state regulations
Federal laws > everything else.

Regulations interpret the laws.
Typically, state laws just adopt - verbatim - the federal laws.

But - where do these laws come from?

The regulated. Yip - industry - thru their massive lobby arm - write them laws....
Read 22 tweets
Feb 11
This is going to hurt your brain.

#Currencies

Why did EUR get stronger? Cause they bought bonds from somewhere else (or an opposing currency devalued by printing money)

🧵👇
USDEUR Image
jPan and EUR and global liquidity.

jPan printed and then bought global bonds - likely a lot of EU bonds?

So what did EU buy now that they got all that liquidity?
Canadian bonds? Image
wen u c it Image
Read 4 tweets

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