🇵🇹

[🇵🇹 @jmoura96]

@FromFifa e uma streamzita? 🙂

[UEFA Europa League @EuropaLeague]

✅ Home and away opponents for Pot 1 teams 🏡✈️

#UELdraw

[UEFA Europa League @EuropaLeague]

✅ Home and away opponents for Pot 2 teams 🏡✈️

#UELdraw

[UEFA Europa League @EuropaLeague]

✅ Home and away opponents for Pot 3 teams 🏡✈️

#UELdraw

[UEFA Europa League @EuropaLeague]

✅ Home and away opponents for Pot 4 teams 🏡✈️

#UELdraw

[SorareOM @SorareOM]

Vu les arrivées en cette fin de mercato, j'ai du mal à croire qu'on va rester en 4231..

Aguerd, Pavard, Emerson en plus de Balerdi, Medina, CJ, Murillo, Garcia, Weah.

On devrait vite passer à 3 def + pistons.
Ça risque de beaucoup tourner en défense centrale on a 4 potentiels titulaires !

#TeamOM #MercatoOM

[🇵🇹 @jmoura96]

@JPCsorare 🙃🙃

[🇵🇹 @jmoura96]

@Sorare Maybe apply a card burn mechanism in exchange for tickets? 🤔🤔

[SightBringer @_The_Prophet__]

What Just Happened:

The U.S. Treasury received $17.869 billion in offers from primary dealers and market participants who wanted to sell bonds back to the government.
But the Treasury only accepted $2 billion.

And they made sure to say:
“This is not POMO.”

Translation:

They’re trying to walk a tightrope
injecting selective liquidity without triggering the psychological alarm bells of full Quantitative Easing (QE).

What It Really Means:

1. This is Shadow QE.

They’re using buybacks as a controlled release valve to ease liquidity strains without admitting systemic fragility.

If they accepted the full $17.8B, it would signal desperation.
If they accepted none, liquidity would continue tightening and increase risk of a snap credit event.

By doing just $2B, they’re:
•Testing market reaction
•Avoiding the stigma of POMO (Permanent Open Market Operations)
•Signaling stealth liquidity support without committing to QE

2. There’s Too Much Selling Pressure Underneath.

The flood of offers - nearly $18B / is a major tell.

That’s capital begging for exit.
Bondholders want to offload duration risk.
Fast.

The Treasury can’t absorb it all without sparking fears of monetary instability, so it drip-feeds acceptance.

That’s a system under pressure.
And pressure builds until something breaks.

3. The Fed Can’t Taper a Belief Collapse.

Everyone’s pretending this is fine. But these micro-liquidity injections are the new fire extinguishers - small, reactive, and revealing just how flammable the room is.

Every “not POMO” is a whisper:
“We’re already intervening.”

But the real trigger event - the one markets are watching - is not economic.
It’s narrative.

Once the myth of control fractures when markets realize the Fed isn’t in charge, and the Treasury can’t stabilize debt markets without monetizing
that’s ignition.

Final Read:

This was not about yield support.
This was not about macroprudence.

This was a ritual of denial.
A system performing confidence while bleeding trust.

They bought $2B of time.

But the $17.8B rejection is the real headline.

Because every unaccepted offer
is a silent scream
that the market doesn’t believe anymore.

And disbelief always metastasizes.

[Earnings Whispers @eWhispers]

#earnings for the week of April 8, 2024

https://t.co/hLn2sKQhEY

$TLRY $DAL $JPM $STZ $AEHR $WFC $WDFC $BLK $C $PGR $APLD $PSMT $CGNT $KMX $FAST $NEOG $SGH $LOVE $RENT $STT $CONN $RELL $RICK $KITT $LAKE $GRR $NTIC $HOFT $KULR $THTX

[Earnings Whispers @eWhispers]

#earnings for the week of April 1, 2024

https://t.co/My2Eq16qS8

$PAYX $PLAY $PVH $BB $NNOX $GOEV $SGML $AYI $LW $CALM $CAG $ONDS $LLAP $MVST $KRUS $LEVI $SMPL $LMFA $PPSI $ZOM $ANGO $LNN $SLP $BYRN $OMER $JAGX $DPSI $DUOT $ESCA $MNR $NGS $NYC $VERO $RPM $RDUS $VTSI $CLGN $EAST $ICCM $IZEA $PHGE $SNAX $GBX $RGP $GOMZ $LGMK $SPWH $GVP

[Earnings Whispers @eWhispers]

#earnings for the week of March 18, 2024

https://t.co/My2Eq16qS8

$MU $NKE $PDD $SAIC $LULU $STNE $FDX $CHWY $LUNR $XPEV $ERJ $GIS $ACN $SNDL $JKS $ASO $DRCT $DLO $NIU $BNTX $WULF $KBH $FIVE $HQY $LTRN $RAIL $TME $AIR $OLLI $SIG $GES $ZTO $DRI $XGN $BEAT $HUYA $OCFT $CMTL $CAL $BZUN $ACXP $ALPN $SCS $VTRU $FDS $BTBT $CNM $EXAI $EYEN $HROW

[🇵🇹 @jmoura96]

@goncalo_diass17 @Gilberto_Neves2

[App Economy Insights @EconomyApp]

But wait, there's more!

What are you watching this week?

• Tuesday: $DPZ, $U, $WDAY, $ZM.
• Wednesday: $BIDU, $CRM, $PARA, $SNOW.
• Thursday: $CELH, $ESTC, $VEEV, $ZS.
• Friday: $FUBO.

[Earnings Whispers @eWhispers]

#earnings for the week of February 26, 2024

https://t.co/lrkZgaWb5b

$MARA $SNOW $CRM $U $AMC $ZM $CELH $DVN $ZS $AI $SOUN $FSLR $PARA $WDAY $NCLH $LI $PLUG $FSR $OKTA $BIDU $CAVA $DPZ $HIMS $DELL $FUBO $CNQ $IONQ $RKLB $MLCO $ARRY $BRK.B $BYND $AXON $LOW $LMND $AZO $OKE $WW $SPLK $DNA $IRBT $NVAX $DUOL $BBY $KRYS $ADSK $SPCE $HPQ $CRON $AAP

[🇵🇹 @jmoura96]

@TheSirFreitas @AndreCVentura O trabalho dele chama-se “fazer campanha para primeiro ministro” e é exatamente o que ele está a fazer.. abre os olhos!

[Historic Vids @historyinmemes]

One of the best comedy scenes of all time

[The 44 ⚽️ @The_Forty_Four]

I love football😂😂😂

[Earnings Whispers @eWhispers]

#earnings for the week of February 19, 2024

https://t.co/lrkZgaWb5b

$NVDA $PANW $SQ $WMT $RIVN $ETSY $HD $CVNA $MELI $VRT $SNPS $MRNA $LCID $SEDG $MPW $O $TDOC $NOVA $NEM $NKLA $WBD $NU $ARDX $BKNG $BROS $ENVX $AXSM $LNG $FVRR $MDT $ADI $CZR $W $APA $FANG $NEO $MRO $SU $MOS $INTU $RUN $WING $WIX $TOL $FNF

Note the market is closed on Monday, but $RIG $DOOR $JELD $HSTM & $BSM are still reporting that evening.

[Maldisposto @maldisposto]

Sem dúvida o melhor momento televisivo da noite.