Underwater Japanese bond auction again last week as highest quarterly close for the 10 year JGB since 1996! 61 billion of 10 year and 30 year treasury auctions this week as the 10 year and 30 year closed with higher yields year over year and quarter over quarter at June 30th. British Columbia might have to change its nickname from Bring Cash to Bring Carney!
Google secondary and preferred backstopped by Berkshire broke the offering price!
NYSE short interest increases again!
Banking sector reliquefied?
CanadianInvestors.com - June 22, 2026
7 Year Pre-Covid and 5 Year Covid Treasury issuance maturity - June 30th.
Yen approaching a 40 year low. China sells treasuries for third straight month.
The 2032-2034 Pecora Commission 2.0 will be enlightening for most participants!
Its hard to take seriously, the talk of stability, when the following were up this week.
Numbers used from Google Finance which has added AI to its research.
Nikkei 7.92%
Kospi 11.4%
Sox 7.26%
Meanwhile, the exchanges are down year to date suggesting concern.
Down year to date amounts despite increased ETF and options activity.
ICE 17.3%
NDAQ 15.3%
CME 9.8%
TMX 9.17%
LSEG 3.90%
CBOE 0.76%
Continue reading.
Rename the S&P (SPX) - the SPEX?
Run by the Specs, for the Specs!
All hail the modern day Pixel Barons!
We aren’t making enough money so let’s get to work!
SPACE - Stupendous Profits All Can Enjoy!
Everyone is a genius in a bull market and Wall Street did its best Waynes World imitation this week - informing us mere mortals here on earth, that we are not worthy of these once in a lifetime, investment opportunities being showered upon us.
While I am not a genius, I prefer singles and doubles to home runs, but I think in a time of general market euphoria that it is time to revisit risk no matter whether you lean bullish or bearish.
AI = All in! Rapidly turning into AO - All out! Record 4.8 trillion in repos at the end of May!
Bank of Japan (JP:8301) hits a 52 week low on intervention numbers! 10 days until the next TIC data! Capital Injection of $3.1 billion at the CMHC! Single detached housing starts fall for the fifth year in a row in 2025 in Canada - The peak being 2004! 327 52 week lows in investment grade corporate debt on Friday!
293 billion increase in the debt in the month of May as 3 trillion of the 5 trillion increase in the limit from the One Beautiful Bill has been spent! Walmart drops 130 billion in market cap in May. Costco drops 57 billion from its peak this week. RMB hits a new high for the year - 6% gain year over year. Japanese central bank reported $285 billion in unrealized losses in the bond market.
CanadianInvestors.com - May 25, 2026
Index dilution as over estimated $4 trillion in Pre-IPO supply to enter the indexes in the next 90 days! To Paraphrase Marie Antoinette. Let them eat Chips! US Debt treasury ratings downgrades incoming. Expectations of Canadian dollar devaluation coming before the banks year end in October is rising!
The operators of the Box
Are marking up, the value of the SOX!
The modern painting of the tape, is powered by a chip!
The trading gods say, valuations need to get a grip.
While the operators say we are going to moon, let it RIP!!
The big difference between today's bull market and the year 2000 is the 721 levered ETF's.
CanadianInvestors.com - April 27, 2026
Every US treasury 10 year and 30 year auction is underwater year to date in 2026. The last stage of a bull market is to blow up the shorts! Intel (INTC:US), IBM (IBM:US) Tesla (TSLA:US), Boeing (BA:US), AT&T (T:US), Newmont (NEM:US). Who made the most money this quarter?
Every 10 year and 30 year auction is underwater year to date in 2026!