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Janone Inc

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>Other estimates are significantly lower: The Bipartisan Policy Center, for instance, tallied U.S. gross tariff revenue in 2025 at about $289 billion. U.S. Customs and Border Protection said it had collected roughly $200 billion between Jan. 20 and Dec. 15. US Gov needs to refund maybe 300bn of illegal tariffs. Puts on dollar.
MICHIGAN CONSUMER SENTIMENT SLIPS IN FEBRUARY Sentiment (final Feb): 56.6 vs. 57.3 expected, 56.4 in Jan 🔸Current Conditions: 56.6 vs. 57.7 expected, 55.4 in Jan 🔸Expectations: 56.6, unchanged from preliminary Feb, down from 57.0 in Jan 🔸1-Year Inflation Outlook: 3.4% vs. 3.5% preliminary, 4.0% in Jan 🔸5-Year Inflation Outlook: 3.3%, stable vs. preliminary and Jan 🔸Consumer sentiment edged down, with inflation expectations slightly easing.
>People assuming, that all of the open interest is going to stand for delivery, are nuts. It would be a totally unprecedented historical first. Yeah, this is what is happening... The February delivery rate is already 98%... There are over 400 million ounces connected to March futures and COMEX has under 100 million registered ounces (available for delivery). In 2024 delivery total was 203 million ounces. In 2025 it was 474 million... More than doubled. January 2026 saw over 7 times more deliveries than Jan 24 with, again, the Feb delivery rate at 98%. There is a reason COMEX raised margins the way they did to force liquidation... They *had* to get the price down to avoid cash settlement.
Factor in currency appreciation as well. I'm from Britain and the Pound is 10% up against the dollar since Jan 25. So if Americans put money into the FTSE 100, not only would they have had like 30% gains, they'd have gained through FX exposure too. All of which is to say, the land of the free is looking a little unhealthy rn
Makes last months employment numbers even more unbelievable. 170,000 layoffs 130,000 jobs above created in a slowing economy? Sure Jan.
Hypothetically if you were down 46% on sofi leaps bought on 30 Jan what would you do, hypothetically Ofcourse
I have $1.5 puts on this shit company expiring jan 27. Hope they get wrecked. Else I lose money in the casino, which is also fine I guess
Up 6% ytd partly due to gold calls in jan before the crash
Jan 20 2029
Swing trading. SLV call for 2027 Jan 17
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