VbPtrader

[VbPtrader @VbPtrader]

@TrumpTruthOnX https://t.co/GIEiFokWIK

[Daniel Dale @ddale8]

Official website of the US Department of Agriculture: “From 1989 to 1998, CUSTA and NAFTA dismantled virtually all tariff and quota barriers to Canada-U.S. agricultural trade, with a few notable exceptions, including: U.S. imports of dairy products, peanuts, peanut butter, cotton, sugar, and sugar-containing products—as well as Canadian imports of dairy products, poultry, eggs, and margarine.”

“In general, USMCA continues NAFTA’s provisions for tariff- and quota-free trade for almost all agricultural products traded between the United States and Canada, while offering broader market opportunities for U.S. exports to Canada of dairy, poultry, and egg products.”

https://t.co/YH2iGp248s

[VbPtrader @VbPtrader]

@TrumpDailyPosts Trump

[VbPtrader @VbPtrader]

@JoshYoung "The claim of 57 tankers per hour moving 102 million barrels per day is mathematically impossible and a satirical exaggeration circulating on social media."

[VbPtrader @VbPtrader]

@energydumbshit "The claim of 57 tankers per hour moving 102 million barrels per day is mathematically impossible and a satirical exaggeration circulating on social media."

[VbPtrader @VbPtrader]

@csidetrader https://t.co/ghSvPCcDHS

[VbPtrader @VbPtrader]

@thesupermanmx Same thing was said about the cotton gin

[VbPtrader @VbPtrader]

@chigrl @DeItaone Right, bc if he tries to claim credit, the deal falls apart

[VbPtrader @VbPtrader]

@gamesblazer06 https://t.co/IRKKSMWquK

[Hedgie @HedgieMarkets]

🦔A Nikkei investigation found that Alphabet, Microsoft, Amazon, Meta, and Oracle have $1.65 trillion in debt that doesn't appear on their balance sheets, more than the $1.35 trillion they officially report. These are GPU contracts, data center leases, and joint ventures that don't count as debt under accounting rules until the facilities go live. Meta's hidden debt is $420 billion, triple its reported debt. Oracle's grew 30-fold in four years. All five declined to comment.

My Take
Nikkei examined the actual filings and put a number on something the BIS already flagged as "shadow borrowing" back in March. These companies owe more off their balance sheets than on them, and the accounting rules let them keep it that way until the data centers go live. That's legal, but it means investors looking at quarterly earnings this week are seeing less than half the picture.

Four of these five report earnings in the next two weeks. The reported debt will look manageable. The $1.65 trillion in footnotes won't make the headlines. But when those data centers start operating, the leases hit the books all at once. If AI demand comes in below projections, those facilities get marked down and the losses land on the investors and insurance policyholders who funded the construction through private credit and project bonds without realizing how much total exposure they were carrying.

Hedgie🤗

[VbPtrader @VbPtrader]

@hkuppy And if your MAGA, he won all 39 of those wars:-)

[VbPtrader @VbPtrader]

@PeterLBrandt Statistically, H&S patterns play out 50% of the time... so means nothing😜

[VbPtrader @VbPtrader]

@FirstSquawk Like $300B🙂

[VbPtrader @VbPtrader]

@Amena__Bakr Who will be signing on behave of Iran, IMO if there's a signing, it won't be Iran signing... it will be some made up BS

[Fed @lord_fed]

The market has become so efficient at pricing things in that we can now fit a three-month correction into about three trading sessions and be back at all-time highs a few weeks later.

[VbPtrader @VbPtrader]

@jedimarkus77 IMO, Fed was cutting bc of weak jobs, but at 3.5% inflation and strong job#s, they, as per their mandate, need to hike. Theoretically, with 0% rates, assets could go to infinity, on the same token, if rates climb all assets should fall in value.

[VbPtrader @VbPtrader]

@TheStalwart Park departments hiring for summer

[VbPtrader @VbPtrader]

@Polymarket I'm sure, especially after killing his wife, kids and parents lol

[VbPtrader @VbPtrader]

@csidetrader Couldn't be because of the $4T in printed PPP money:-)

[VbPtrader @VbPtrader]

@ThierryBorgeat Question should be after insiders sell, what are they going to buy, and after the person that sold them something, what are they going to buy and if one decides to hold the hot potato of cash, what is the bank going to do with it.. and on and on...

[VbPtrader @VbPtrader]

Never having to pay taxes is far better deal.. "However, a one-page document posted on the DOJ website early Tuesday includes a sweeping release under which the IRS is “forever barred and precluded” from pursuing “examinations” of Trump, “related or affiliated individuals,” and related trusts and businesses."
https://t.co/dl5U8KZ6on

[VbPtrader @VbPtrader]

@DeItaone Running on what .. solar power... lol