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Ty Bachman retweeted
C Luke Oyler (Normal Community, 2028) is a LHH backstop to know. Loose and whippy swing with length through the zone. Sure-handed receiver with accurate arm, 2.09 between innings. #MPL26
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$CRWV is also much more likely to need a government backstop given its capital structure lol
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Spot on, Johan. Borrowed conviction always evaporates at the bottom of a 70% drawdown. Retail builds their thesis on chart lines; the guys who actually make it build theirs on structural math. When you map the 10-Qs and find a cash backstop that insulates the downside, taking the pain isn't being stubborn—it's just letting the math play out. That’s exactly the setup I’m sitting in right now with $ATCH. Trading below the cash in its vault ($41.2M cash vs $30.5M market cap) while revenue scales. When the core thesis is that structurally insulated, the short-term noise doesn't matter
If you follow my buys/calls, I want to be clear about one thing. I am very stubborn. I can take an enormous amount of financial pain for the greater gain. I hate losing. I would rather double down than sell as long as the core thesis is intact. I watched $DGXX drop 70% before it gained 400%. If I believe in a company, I see those 70% drawdowns as an opportunity, not a reason to panic. I do have smaller positions I swing trade, but those are trades, not long-term core holdings. So if you follow me into a company I'm invested in: don't rush, and do your own DD to build your own conviction. With borrowed conviction, you won't make it when the tape turns red.
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Please do your research. We haven’t given money to the UAE. There are talks about a providing financial backstop.
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$AVGO Q2 FY26 10-Q: H1 CFO $18.75B, capex $0.48B → FCF ~$18.3B for 6 months. FCF/Capex ~35×. Easily absorbs $29B off-balance-sheet backstop without new debt. But AR built $3.7B in 6mo — faster than revenue growth. Structural WC change.
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Replying to @Sportsnet
I think the Leafs are getting something here. A lot of Philly fans might let you know think Ersson is trash, but I've seen that guy play some amazing shifts during the transition from Hart to Vladar. If he can stay in the zone then he'll backstop your team up the standings.
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Keith's note: BOTH of the official documents cited in this notice issued by @NASA contain blatantly political rhetoric such as: "This lack of transparency, accountability, and proper oversight became increasingly clear between 2021 and 2024. Federal awards were often used during those years to promote a “woke” policy agenda that did not reflect the values of the vast majority of the American public." ------- NASA Amendment 59: Several Updates to the ROSES-25 Summary of Solicitation science.nasa.gov/researchers… Research Opportunities in Space and Earth Sciences (ROSES)-2025 is an ongoing "omnibus" or "umbrella" solicitation meaning that it includes many individual program elements each with its own topics and due dates. Refer to Table 3 of ROSES-25 for a list of those program elements. The ROSES-25 "Summary of Solicitation" is the front matter that sets the default backstop rules for each of the program elements in ROSES-25. ROSES-25 Amendment 59 makes several additions, changes, and clarifications to the ROSES-25 Summary of Solicitation to conform with Agency and administration priorities, see Sections I, I(g), II(a), II(b), III(b), III(d), V(b)ii, VI(c) & VIII(b). New text is in bold. Important and substantial revisions to 2 CFR 200, the government-wide guidance for grants and cooperative agreements are proposed to take effect October 1, 2026, see federalregister.gov/document…. Many types of currently allowable costs, such as but not limited to publications, research or events outside the United States, and domestic conferences may be restricted, denied, or may be allowable by legal exception or special award conditions only. Public comments on the revisions to 2 CFR 200 may be submitted until July 13, 2026, at regulations.gov/commenton/OM… On or about June 15, 2026, this Amendment to the NASA Research Announcement "Research Opportunities in Space and Earth Sciences (ROSES) 2025" (NNH25ZDA001N) will be posted on the NASA research opportunity homepage at solicitation.nasaprs.com/ROS… and will appear on SARA's ROSES blog at: science.nasa.gov/researchers… Questions concerning this amendment to ROSES-25 may be directed to SARA@nasa.gov.
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Watch the word backstop. Trump says the US is "ready to provide backstop across these lines of effort" and nobody defines it. Troops? Funding? A signature? A backstop that stays undefined is one you can walk away from on any given Tuesday. theguardian.com/world/live/2…
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The EU backed Ireland & didn't shaft them. This completely wrong-footed Boris the Liar & Frosty the No Man because they expected the EU to shaft Ireland in the same way they were prepared to shaft the Unionists. You should have backed Theresa May's Backstop. It was better than WF
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What actually happened: the euro launched in 1999 as a shared currency with NO shared banking or fiscal backstop - a monetary union without its complements. Cheap credit flooded the periphery in the 2000s. When the 2008 shock hit and Greece's true deficit surfaced in 2009, markets repriced everything violently.
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Tuesday, June 16, 2026. Regional Processor Bids (June 2026 Delivery) Bids have moved slightly higher this afternoon, bouncing back from multi-month lows alongside a recovering July futures contract. Interior cash basis remains highly aggressive as plants work hard to attract remaining old-crop bushels while farmers focus on early-season field maintenance. AGP David City NE Jun $10.64 -55 cents AGP Eagle Grove IA Jun $10.59 -60 cents Shell Rock Soy IA Jun $10.69 -50 cents AGP Manning IA Jun $10.69 -50 cents AGP St. Joseph MO Jun $10.89 -30 cents AGP Dawson MN Jun $10.19 -100 cents AGP Aberdeen SD Jun $10.34 -85 cents Market Analysis: June 16, 2026 The soybean complex is showing signs of stabilizing today, attempting to snap a severe multi-week slide that pulled nearby contracts down to some of their lowest levels in months. July 2026 Soybeans are trading at $11.19 ¼, up 2 ¾ cents this afternoon. The market spent early Monday under extreme pressure following major macro energy headlines, but technically driven short-covering has triggered a modest recovery today. Yesterday afternoon’s USDA Crop Progress report showed that the U.S. soybean crop is almost entirely in the ground. National planting progress reached 95% complete, matching both last year and the five-year average. Crop emergence jumped 9 points over the week to 88%, significantly beating the historical average of 82% and confirming a very fast start to the 2026 season. The national crop condition rating edged 1 point higher to 66% good-to-excellent. While regional variations exist with Illinois dipping to 61% while Indiana and North Dakota posted notable improvements, the overall healthy footprint of the domestic crop continues to keep baseline production expectations high, limiting the scope of any near-term rallies. Soybean Co-Products July futures for soybean meal are showing a minor technical bounce, trading near $319.50/ton after plumbing recent lows. Supplies remain plentiful due to the high domestic processing rate. July futures for soybean oil are fighting to establish a floor around 73.15¢/lb. Oil values are highly volatile this week, bearing the brunt of dramatic policy and geopolitical updates in the outside energy sector. Logistics & Biofuel Update The domestic processing infrastructure remains the essential demand backstop for cash markets. High processing margins continue to incentivize processors to keep daily crush rates near capacity, keeping interior basis tightly supported to ensure consistent physical supply. Outside energy markets suffered a massive shock on Monday. Crude oil futures plummeted over $4.00/barrel, dropping West Texas Intermediate (WTI) down to $80.75/barrel following news of a tentative U.S.-Iran peace agreement intended to halt hostilities and restore commercial shipping access through the strategic Strait of Hormuz. While the dramatic reduction in the Middle East "risk premium" is immediately lowering freight and diesel overhead costs across the Corn Belt, the sudden drop in crude oil values has temporarily weakened the cost-push support for domestic soybean oil feedstocks, forcing biofuels to re-price against a more fluid global energy pipeline. Looking Ahead Processor attention is firmly transitioning into summer delivery cycles, with localized basis lines expected to fluctuate as plants navigate their upcoming mid-summer seasonal maintenance turnarounds. Traders are intensively positioning their portfolios ahead of the pivotal June 30 Acreage and Quarterly Grain Stocks reports, which will provide the final, data-driven assessment of just how many late-spring flex acres were successfully claimed by soybeans during the rapid May planting window. #Soybeans #AgMarketing #Biofuels
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Replying to @RhodySoftball
I hope to see your faces behind the backstop!
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RWA collateral in DeFi has a huge liquidation problem. The recent apxUSD stress test just showed it. Let's explore what happened, how Silo v3 could handle it, and where we go from here ↓ apxUSD is a dividend-backed stablecoin by @apyx_fi, collateralized by STRC (Strategy's preferred stock), paying 11.5% annual dividend. In early June, STRC quickly went down in price, causing apxUSD to depeg momentarily. The Apyx team pulled their protocol-owned liquidity from DEXs like Curve while U.S. equity markets were closed. They did that to protect holders, because keeping the pools active over the weekend would have let some participants trade against a price that no longer tracked real collateral value (as U.S. equity markets don't work on the weekend). They also deployed their own capital to stabilize lending markets, and published a full post-mortem. apxUSD hit $0.9 and recovered, with no bad debt. Apyx did everything right, but this shows the structural differences between TradFi and onchain assets. The side effect of removing secondary DEX liquidity, while still using apxUSD as collateral in Morpho, is that some markets can become difficult to liquidate if liquidators have nowhere to unwind collateral. Standard liquidation works like this: someone pays off the borrower's debt, takes their collateral, and sells it on a DEX to recover the funds. If you remove the DEX liquidity, this model breaks. The Apyx team's own balance sheet became the backstop in this situation, and it worked. But it depends on the issuer having capital, acting fast, and having every incentive aligned at exactly the right moment. Run the same situation with STRC dropping 30% over a weekend instead of 10%. Bad debt no resolution path to liquidate = lenders absorb the loss. This is a category problem for RWAs. U.S. equities trade Monday to Friday. DeFi trades 24/7. Every RWA that brings TradFi yield onchain has the same structural problem: the underlying asset closes trading, DeFi doesn't. Which means the DEX-dependent lending might turn off every weekend for RWA collateral. Silo v3 has two liquidation paths per market, set at deployment: → DEX LT: collateral sold into external DEX liquidity for the debt asset → CDS LT: Collateral-Debt Swap. Collateral transfers directly to lenders at a discount, plus liquidation fees. For most collateral, CDS is the fallback for rare stress conditions. For RWA collateral with TradFi trading hours, it's what can make RWA become the main collateral in lending markets. Risk note: CDS does not guarantee same-asset repayment. Lenders receive collateral tokens at a discount, not the debt asset. Oracle integrity is a required system assumption. Risk is localized, not eliminated. Not every asset can become RWA collateral, but apxUSD showed what a quality RWA asset looks like: reserve transparency, monthly attestation from a PCAOB-registered firm, onchain proof of reserves, and no bad debt records. That is the profile of an asset that deserves a lending market, but it also showed the gap between TradFi and DeFi. Silo's CDS was built to close it: docs.silo.finance/docs/users…
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$ITA - TRUMP INVOKES DEFENSE PRODUCTION ACT OVER "SYSTEMIC CONSTRAINTS" IN THE MUNITIONS INDUSTRY A presidential memo invokes wartime DPA authority to prioritize and accelerate munitions output, citing systemic bottlenecks in the industrial base as US stockpiles draw down during the Iran conflict. Mechanism: DPA priority ratings and Title III authority hand munitions makers a federal demand backstop — bumped to the front of the order queue with capacity dollars attached, ahead of the normal appropriations cycle.
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Don't move goalposts, virtually all western states have immunity or gov't backstop schemes, which are also imposed in the third world in our "charitable distribution" larps. Let's stick to things you know something about, rather than nothing, savvy? Repeal immunity.
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Replying to @JDevilSports
And it was a massively arrogant mistake of Stearns level proportion to go into a season hoping maybe peralta or your rookie could magically become your backstop ace. Now you have a rotation with no real #1 or #2 SP
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