07-15-25 victor
| Brazil produces a third of all the coffee used in the U.S., both as a single origin and as the base of most blends sold in the world's largest coffee-consuming country. The U.S. produces only around 1% of the coffee it uses. |
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07-15-25 victor
Traders rush to land Brazilian coffee in the US before Trump's 50% tariff
NEW YORK (Reuters) -Commodities traders are racing against time to unload as much Brazilian coffee as possible in the United States before Trump's new 50% tariff on Brazilian products is implemented on August 1, they said on Tuesday.
Newly released data showed U.S. consumer prices rose in June as the cost of the Trump administration's tariffs began to be passed on, including to cups of coffee.
Some traders are diverting vessels mid-journey, canceling stops in other ports so that containers filled with Brazilian coffee can enter U.S. ports without paying the 50% tariff.
Others are sending some Brazil-origin coffee they have in stock in neighboring countries such as Canada or Mexico, meant for use there, to the U.S. market instead. Meanwhile, U.S.-based importers are already posting wholesale listing prices that include the 50% additional charge for any shipment arriving after August 1.
"We redirected some freight to land in the U.S. earlier, something that was headed to a longer journey," said Jeff Bernstein, managing director at coffee trader RGC Coffee. "But for some other cargos, we could not speed up."
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07-15-25 savo
In its comments on June’s CPI report, however, the Trump White House stated in a press release that “prices for everyday Americans continue to fall” and crows that core inflation “beat expectations.” First of all, “beating expectations” does not mean price inflation has improved. To “beat expectation” means simply to come in slightly less bad than what forecasters who were expecting. “Beating expectation” is something that investors follow, but the concept is irrelevant to the real economy. Moreover, it is absolutely not the case that prices “continue to fall” as the White House claims. Naturally, the White House public relations workers point to the few places in the report that show falling month-to-month prices, specifically, new and used vehicles. Virtually all other categories—including shelter, medical care, food, and energy, showed rising prices over the period, however. Year over year, shelter prices were up 3.6 percent, medical care was up 3.4 percent, and food was up 3 percent. This is not an economy in which basic expenses are becoming more affordable.
https://mises.org/mises-wire/price-inflation-rose-june-five-month-high-dont-blame-tariffs |
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07-15-25 panasonic
| Not sure how exactly triggers, but underlying when falls below the strike on the put they cut their risk when it comes to 3x. |
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07-15-25 pillz
why where you assigned ??
// |
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07-15-25 panasonic
| Actual shares Pilly, it happened to me in April in tqqq :-( |
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07-15-25 pillz
..or get assigned
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who or what get assigned ?? |
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07-15-25 panasonic
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07-15-25 pillz
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07-15-25 pillz
Fidelity asks cash to guarantee short puts, me think IB less restricted.
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on each short puts or calls you have a margin call depending on each position at IB |
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07-15-25 panasonic
| Fidelity asks cash to guarantee short puts, me think IB less restricted. |
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07-15-25 panasonic
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07-15-25 pillz
| soo, schlowly my margin become better ... |
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07-15-25 pillz
| I have also a close buy order on puts of MSFT |
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07-15-25 pillz
| closed my puts on ASML as I don't see a big trigger from the results of today for the next few months ,,, it was done with big gain my short putas .... |
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07-15-25 victor
| carib, dt knows it. but doesnt want to hear any of that. |
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07-15-25 carib
Jamie Dimon has warned that the independence of the US Federal Reserve is “critical” as the Trump administration increases its pressure on Jay Powell, the central bank’s chair.
But Dimon, chief executive of JPMorgan, cautioned that “the independence of the Fed is absolutely critical — and not just for the current Fed chair, whom I respect, Jay Powell, but for the next Fed chair”.
“Playing around with the Fed can often have adverse consequences, the absolute opposite of what you might be hoping for,” he added.
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07-15-25 pillz
Pilly, what maturity?
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Jan 2026 |
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07-15-25 carib
IF "rates will fall inevitably".. then significant profits can be had by buying UST @5% yield.. or not?
I suppose the only "inevitable" future event is death..
(taxes can be avoided, after all..)
:-) |
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07-15-25 victor
pana, besides, this tariffs-stuff is barely starting.
hasnt even started yet in many cases. |
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07-15-25 victor
pana, and not added inflation on tariffs.
are you sure about that?
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Inflation accelerates in June as investors eye tariff-related price increases
Inflation ticked higher in June, according to new government data released Tuesday, as investors continued to look for signs that President Trump's tariffs may be starting to work their way through to consumer wallets.
The latest data from the Bureau of Labor Statistics showed that the Consumer Price Index (CPI) increased 2.7% on an annual basis in June, an uptick from May's 2.4% gain that was driven by a reversal in falling gas prices. Economists had expected headline inflation to come in at 2.6%. |
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07-15-25 panasonic
| If our dear Wally (RIP) could see us now, he eould throw some cynic jokes abt. our cucarachas :-)) |
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07-15-25 panasonic
Vic, rates will fall inevitably...economy is very strong and not added inflation on tariffs.
Jobs are doing ok, but AI will take care of that.
Stay tuned :-) |
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07-15-25 panasonic
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07-15-25 victor
| pana, .. yet dt wants the fed to cut short-term rates ?? |
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07-15-25 victor
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07-15-25 pillz
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07-15-25 pillz
Ban to sell less sofisticated chips to China lifted.
07-15-25 panasonic
Semis on fire! To the moon :-)
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yes , I put a sell order for the calls at 8.5$ still not done :-( |
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07-15-25 carib
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07-15-25 spal
To the moon :-)
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:))
If Wally could see us now.
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07-15-25 panasonic
| Ban to sell less sofisticated chips to China lifted. |
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07-15-25 panasonic
| Semis on fire! To the moon :-) |
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07-15-25 pillz
Catastrophe bond sales hit record as insurers offload climate risks
Investors attracted by high yields, while recent natural disasters have failed to trigger losses for bondholders |
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07-14-25 pillz
| I wanted to short at 8 , but the highest today was 7.58$ |
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07-14-25 pillz
| soo , SOXL is down today 2.9% , still nothing done in short calls :-(( |
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07-14-25 spal
RKLB
$43.16
$4.13
(+10.58%)
12:36 PM
Official STOCKTWITS Representative
Rocket Lab Stock Hits Record High After Citi Hikes Target Citing Neutron Momentum And Government Demand
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Panas - yes |
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07-14-25 panasonic
| Vic, very high quality corporates yielding 6% decades me waiting for this. |
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07-14-25 panasonic
| Spal, markets at full speed, to the moon :-)) |
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07-14-25 spal
BlackSky Technology Signs Contract to Deliver Gen-3 Imagery Services to Support Ukraine
08:27 AM CDT, July 08, 2025
09:27 AM EDT, 07/08/2025
(MT Newswires) -- BlackSky Technology (BKSY) said Tuesday it signed a Gen-3 early access agreement with an existing international customer to support operations in Ukraine.
The renewal contract adds Gen-3 high-resolution imagery capabilities to the customer's ongoing Gen-2 low-latency, high-frequency monitoring services, the company said, without disclosing financial terms.
BlackSky said it currently has two Gen-3 satellites in orbit and expects to expand the constellation to six this year. |
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07-14-25 spal
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07-14-25 spal
BKSY
BlackSky Technology Inc - Ordinary Shares - Class A
$24.73
$1.99
(+8.75%)
Today |
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07-14-25 spal
Rocket Lab USA Inc
$42.37
$3.34
(+8.56%)
Today |
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07-14-25 CAC
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07-14-25 carib
Savo: I "got that" from your post preceding mine.
Was I mistaken in assuming you were talking about US$ NY law bonds? |
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07-14-25 victor
Trump Says Russia Will Face 100% Tariffs If No Deal With Ukraine in 50 Days
President Donald Trump said Monday that he would impose secondary tariffs on Russia of 100% if a peace deal with Ukraine isn’t reached in 50 days.
“We are going to be doing very severe tariffs if you don’t have a deal in 50 days, perhaps 100%,” he said in a meeting with NATO Secretary General Mark Rutte in the Oval Office.
The secondary tariffs would work by placing a sanction on any country that trades with Russia. For example, the U.S. could slap a 100% tariff on any imports to the U.S. from its trade partners that do business with Russia. Direct U.S. goods trade with Russia was $3.5 billion in 2024, according to the Office of the U.S. Trade Representative, a sharp decline from 2023.
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07-14-25 victor
| pana, 30 year bond almost 5% again |
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07-14-25 savo
Venezuela Will Trump abandon Miami’s ‘Crazy Cubans’? Venezuela announces shift on U.S. strategy By Antonio Maria Delgado Updated July 13, 2025 3:17 PM
https://www.miamiherald.com/news/nation-world/world/americas/venezuela/article310564095.html |
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07-14-25 panasonic
Pilly, anytime.
I have spreads on NVO taking a small beat if compared to holding right away. |
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07-14-25 spal
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07-14-25 spal
Rocklab now through $40 - will continue to benefit as state space contracts shift from Musk.
Also watching Blacksky. BKSY |
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07-14-25 pillz
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07-14-25 savo
cac.. there are still bonds everywhere in that range. It is a question of opening a bank account with a bank that produces good quality research not triviality research, getting a comprehensive price list and subscribing to a good bond platform like Cbonds.
several african names sov and corp
argentina sovs and corps
brazil banks and corps
colombia sov and corps
ecuador
egypt
india
indonesia
georgia
israel (less so now)
mexico
moldova
pakistan
paraguay
peru
south africa
tunisia
T&T
ukraine
US HY energy, steel
UK HY energy
Uzbekistan (less so now)
The thing is to get out of main stream new agents mentality that talk only about equities, cryptos and USTs and do homework. I am not qualified to understand why this or that tech company will go up or down. but I think I am qualified to understand credit and who is going to pay me coupons and principal.
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07-14-25 CAC
| Savo, Any examples which bonds in your portfolio have 8-10% yield?TIA |
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07-14-25 panasonic
Pilly, here my last buy of a LT spread in Nvda (bought on Apr 21st):
Buy Call strike $130 Jan'26 @$7
Sell Call Strike $180 Jan'26 @$1.85
You could only buy Call and have unlimited upside.
Net Cost of spread $5.15 = max. loss me can have.
Max. Profit = $50 less $5.15 = $44.85
I use spreads but in some cases don't do it like banks or airlines for example.
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