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  1. mervyn

    Russia & Ukraine

    wonder if moscow will pass the hague invasion act shortly
  2. mervyn

    ES Journal - 2023/2024

    It is quad day, no volume on h
  3. mervyn

    The Chinese Spy Balloon Saga

    Then go to war with Iran officially, wonder if trump’s guys aren’t looking behind their backs constantly when travel.
  4. mervyn

    ES Journal - 2023/2024

    Out 3969 m23, +12
  5. mervyn

    The Chinese Spy Balloon Saga

    remind you that trump killed soleimani without provocation, no wonder pompeo and bolton are on their list.
  6. mervyn

    FRC -is deal with JP Morgan Chase a done deal

    HFs will keep it down. Deposit is a liability on the balance sheet, pays interest.
  7. mervyn

    ES Journal - 2023/2024

    not he?
  8. mervyn

    Russia & Ukraine

    Put Your Sweater On! most of the world live frugally
  9. mervyn

    FRC -is deal with JP Morgan Chase a done deal

    https://www.cnbc.com/2023/03/16/group-of-financial-institutions-in-talks-to-deposit-about-20-billion-in-first-republic-sources-say.html groupie sex
  10. mervyn

    ES Journal - 2023/2024

    profit target filled, +40, from last week dip buying is back.
  11. mervyn

    FRC -is deal with JP Morgan Chase a done deal

    don't know. jpm doens't need frc for sure, just more headaches.
  12. mervyn

    Russia & Ukraine

    sure they are not arguing with a good standard of living but if they have to rely on external more than internal, they would worry.
  13. mervyn

    Russia & Ukraine

    they just don't want to follow our world order, while we are the rome empire of the time and becoming the mongols heading their way. we are also a pure christian nation at heart, good vs evil, one must win. they like yin and yang, accepting the good goes with the bad.
  14. mervyn

    ES Journal - 2023/2024

    no trading this week but need to roll the last march contract perhaps tomorrow with a loss.
  15. mervyn

    Russia & Ukraine

    taiwan, yes. ukraine, they don't give a f*k
  16. mervyn

    Russia & Ukraine

    A little history, China has been a single large country since the Rome time, or perhaps before that. It exports its finest luxury products to Europe via the Middle East and always had a trade surplus in silver and gold, even South American gold and silver from the Spanish trades. In another...
  17. mervyn

    Bond Rates - Treasury vs Corp - Don't make sense

    Why wouldn't i refer to TR when you get your money back, coupon yield is coupon yield. Anyway, the point is no corp yield would price below the Ts, even for AAPL. If you see the yield number is at odd, then check the bond price and do the math.
  18. mervyn

    Russia & Ukraine

    i doubt it. China sells its UST holding to the lowest, has the highest trade surplus with us and other regions, and has Russian on the back on energy and food, albeit not cost free. de-dollars has begun. Until Taiwan is solved, no more talking.
  19. mervyn

    Russia & Ukraine

    Xi is going to meet Putin as soon as next week, China’s new foreign minister just called Ukraine’s counterpart. All I can interpret is that all want a ceasefire agreement as soon as possible, a two Korean solution. Xi and Putin are on the same table, and not going to bend over for Biden.
  20. mervyn

    Bond Rates - Treasury vs Corp - Don't make sense

    Corp papers were issued long ago when the benchmark is near zero. Now you can’t find any new papers less than the benchmark. Apple 10-year note due 2029 has a coupon 2.2%, the bond price is at 88.50, so you can make 11% if you hold to maturity, plus 2.2% interest per year, while UST due 2019 is...
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