AMT Top 10

AMT Top Ten Miscellaneous Interjections on the 3rd of August

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Narrative Storms, Complaints and Observations

10. Mo’ Money: The Los Angeles Dodgers surprised nobody when they acquired Detroit Tiger’s pitcher Tarik Skubol in an effort to solidify their chances of a World Series three-peat. Don’t blame the LA Dodgers for playing by the rules, even if many don’t like the results. Expect a MLB strike in the coming year when owners try to change the salary structure in baseball.

9. Staggered: SpaceX is below $110.00 as trading gets set to begin today. Financial institutions are likely bracing for the open window that begins the 6th of August via a large amount of unblocked initial equity from pre-IPO shareholding that will soon be given freedom to sell. 

AMT Top 10

AMT Top 10 Miscellaneous Interjections on the 3rd of August 2026

8. Fidel Castro: Mayor Mamdani and a gang of other U.S utopian (and sometimes bigoted) politicians continue to make headway. Authoritarian failures like Venezuela and Cuba are prime examples of the paradise offered to U.S voters who lean left for the coming mid-term elections.

7. Takeover: Citadel’s takeover of Situational Awareness – which seems to have proven it had none – this past week in the wake of multi-billion dollars of losses has put Leopold Aschenbrenner’s smirk on hold for the moment. Have no fear fans, Aschenbrenner is likely to land on his feet and extol his methods once again to those who love leveraged speculative ventures while embracing unproven hedge fund saints.

6. Fragile: The VIX Index appears asleep as it remains a hair under 16 as it measures the volatility of  the S&P 500 Index’s options. 10-Year U.S Treasury yields are around 4.68% and within sight of apex highs. The Nasdaq 100 futures are higher as of this writing as the cash market and a full week of trading awaits, having finished Friday’s session at 28,274. 

5. Anthony Fauci: Takes the Fifth and now hopes his pardon covers contempt.

4. Bitcoin: BTC/USD is near $62,850 in the wake of confirmed cold storage hacks via a generated random prediction onslaught using AI against Coldcard hardware. In other bad news Strategy’s MSTR value is around $93.35. And, yes, Michael Saylor has reportedly whispered he is thinking about buying more BTC soon. The ship appears to be sinking folks.

3. $80.00: WTI Crude Oil has shown price velocity lower today again, this after another flip-flop in behavioral sentiment was sparked by the announcement this weekend of a ‘rough framework’ agreed upon by Iran and the U.S. The Strait of Hormuz is seemingly quiet for the moment. At this point WTI Crude Oil price reversals are beginning to look like a well practiced dance routine. What will the next steps look like?

2. Forex Freakout: USD/JPY traders are listening to a myriad of narratives regarding the BoJ’s intervention. All experienced large players in the USD/JPY had to know an intervention was coming. While folks are pointing to the N.Y Fed and U.S Treasury selling of positions to bolster the JPY last week, they apparently need to be reminded the Treasury had the N.Y Fed start preparing the groundwork for such maneuvers earlier this year with steps including the ability to check on and counter USD/JPY Forex rates in January. 

While folks are accusing the Fed/Treasury of hurting the USD, they should note the move is to counter weaker JPY which Treasury Secretary Scott Bessent likely had been pressed by ‘higher ups’ to manage in order to make sure Japanese products didn’t become too cheap in the States. There had been at least two other interventions in the past handful of months from the BoJ, as of this writing the USD/JPY is near 156.600.

1. Unilateral: President Trump’s decision making has become bewildering entertainment as he practices a comedic like opera trying to convince people about his opinions which he seems to change relentlessly. President Trump should learn the Art of Sparse Talking. Will the Republicans harness the President after the mid-term elections?

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Shohei Gets Shown the Money: Dodgers sign Ohtani for 700M

by with No Comment BaseballBusinessFeatured Highlights

Shohei Gets Shown the Money: Dodgers sign Ohtani for 700M

Shohei Ohtani signed a contract yesterday with the Los Angeles Dodgers for 700 million USD over the next ten years. You probably know that already. Here’s the thing, the Dodgers are actually going to make much more money from Ohtani than he will make from them. There are always questions about a player’s health and ability to last the lenght of a long-term contract, but the reasons why this was a good deal for the Dodgers are strong.

Yes, Ohtani does have a track record of getting hurt once in a while. He will likely not be able to pitch during 2024 as his arm heals from a throwing injury from the recently played MLB season. Yet, he will hit, and he will likely do this at a significant level, which could help propel the Dodgers into playoff and championship contention. He is 29 years old and only turns 30 in July of 2024, which signals he has a handful of years ahead with a potential for excellent performances. While playing for the Los Angeles Angels since 2018, Shohei Ohtani has not been able to showcase his talents in the MLB playoffs. That will certainly change when playing for the Dodgers.

Let’s not forget Ohtani’s performance in the 2023 World Baseball Classic. He struck out Angel teammate, Mike Trout, to win the Championship for Japan in an absolutely electric moment in March while defeating team USA. Ohtani has and can produce big under the spotlight. He has consistently lived up to and exceeded expectations during his MLB career. It isn’t often players are compared to Babe Ruth in the same sentence, a comparison that was laughable when any name was mentioned with the famous Yankee (and Red Sox before), discussing Ohtani’s ability to pitch and hit puts him politely into the conversation. Ohtani will have to achieve World Series Championships however to solidify this juxtaposition.

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The money being paid to Ohtani may seem obscene to we, the mere mortals of this world, but let’s take a look at some numbers. Let’s consider the additional advertising money the Dodgers will now make being able to market into Japan, and perhaps other nations that love baseball in Asia. Clearly there will be heaps of money made on selling jerseys, not only with Ohtani’s name spelled in English, but Japanese as well. Sponsorships, licenses and merchandising contract costs and values will jump through the roof for companies wanting to be affiliated with the Dodgers.

There is also the worth of the Los Angeles Dodgers baseball team, which likely just added to their price tag if ‘suiters’ want to try and buy the club, which in the spring of 2023 had an estimated value of 4.8 billion USD. Having Ohtani in the midst of Los Angeles will make this number jump substantially. The Dodgers television and advertising rights are massive already, and can grow larger because of the money they will charge during the broadcasts for commercials. The Dodgers reportably have a 8.35 billion USD deal for their regional broadcast rights with Spectrum SportsNet LA – Time Warner Cable already.

Dentsu Inc., the advertising and public relations giant in Japan, signed a six year 275 million USD with Major League Baseball to sell the rights of MLB games into Japan starting in 2024. However, the Dodgers who are already followed in Japan will certainly add to their exposure among MLB baseball fans in the nation who will want to watch Ohtani play. Major League Baseball and Dentsu are probably thrilled that the Japanese star has signed with the Dodgers and the prospect of more international media attention.

Baseball fans that love the Dodgers and for those that hate them, there is also the knowledge that Ohtani has apparently agreed to defer a huge amount of his contract until year ten. This means the Dodgers will be left room via MLB’S Competitive Balance Tax to operate effectively and still have money to spend on other highly prized players. The Dodgers can go after Japanese pitching ace Yoshinobu Yamamoto with additional piles of cash, who will certainly listen now that Ohtani has joined Los Angeles.

Lastly in terms of numbers, the contract with Ohtani is staggering. Yet there are other contracts in sports that are eye opening. Jon Rahm, the golfer, apparently inked an individual deal with LIV Golf last week which will be worth around 500 million USD to play on the highly cash infused ‘Saudi’ tour instead of the PGA. There has certainly been inflation in the world, but the money being tossed around for ‘players’ is gigantic in the NFL, IPL – Indian Premier League Cricket, assorted football (soccer) leagues globally, Formula 1, NBA, LIV Golf, and MLB which make many contracts questionable. But again, Ohtani may prove to be quite a steal for the Dodgers regarding their ability to make money via this contract.