05-04-26 savo
an old fool unfit to be president
JP
Reflecting Singapore’s foreign minister’s description of the conflict as “an Asian crisis,” the most immediate physical disruption has been felt in Southeast Asia, given the region’s heavy reliance on flows through the Middle East. Somewhat counterintuitively, the US has emerged as the second most affected region in price terms. Since the start of the war, gasoline prices have risen by 37% in Southeast Asia; in the US they have surged by more than 42%, outpacing most regions outside Asia (Figure 1).
The same pattern is evident across other refined products (Figures 2 -10). Asia and Oceania have seen the largest increases, reflecting direct supply losses, but the US consistently ranks at or near the top. US diesel prices have risen sharply—second only to Asia and Oceania—while for jet fuel, naphtha, and fuel oil, the US is now experiencing the largest price increases globally. |
|
05-04-26 victor
savo, i would say: MERZ is unfit to lead anyone.
//
Merz le da la razón a Trump frente a la pugna comercial con Europa
El canciller alemán asegura que el presidente estadounidense “tiene razón” al sentirse decepcionado con la UE, y, en consecuencia, haya decidido subir los aranceles a los automóviles europeos
El canciller alemán, Friedrich Merz, ha apuntado a que el presidente de Estados Unidos, Donald Trump, “tiene razón” al sentirse decepcionado con la Unión Europea por el hecho de que no se hubiera cerrado el acuerdo arancelario de agosto del 2025 y, en consecuencia, haya decidido subir los aranceles a los automóviles europeos.
Además, el mandatario alemán ha señalado que el aumento de aranceles sobre las importaciones de automóviles está dirigido a la Unión Europea (UE) en su conjunto y no específicamente a Alemania. “Quiere apuntar a toda Europa”, ha declarado.
Según Merz, en el Parlamento Europeo sigue habiendo resistencia al acuerdo y ha explicado que Trump se estaba impacientando a medida que la parte europea seguía planteando nuevas condiciones.
Las declaraciones de Merz contradicen al Parlamento Europeo, que a través de un comunicado expresó este pasado fin de semana estar cumpliendo con los compromisos adquiridos con Estados Unidos y que se reserva el derecho a responder para proteger sus propios intereses.
En agosto del 2025, Trump y la presidenta de la Comisión Europea, Ursula von der Leyen, acordaron un marco que limitaba los aranceles al 15% sobre la mayoría de los productos de la UE importados a Estados Unidos, incluidos los automóviles y las piezas de automóvil.
|
|
05-04-26 savo
| in a nutshell... DT is unfit to be president... an unnecessary war.. a old fool who has no clue what he is doing... who does not get one right... |
|
05-04-26 victor
GameStop (GME) has offered $56 billion in cash and stock to buy (EBAY). But an interview with CEO Ryan Cohen on the math surrounding the deal raised more questions than answers.
GameStop is roughly a fourth the size of eBay, with roughly $9 billion of cash on its balance sheet. The company said it has a “highly-confident letter” from TD Bank for $20 billion in debt financing. Meanwhile, eBay’s valuation is $46 billion.
Cohen appeared annoyed with CNBC hosts when pressed on how the company would raise the necessary funds to purchase eBay, a legacy online marketplace.
“It’s half cash, half stock, but the details are on our website,” Cohen said.
When asked again about how the math for the deal could work, Cohen replied, “I don’t understand your question. We’re offering half cash, half stock, and we have the ability to issue stock in order to get the deal done.”
GameStop stock declined more than 10% Monday as investors concluded that the proposed deal could require significant share issuances and dilute existing shareholders.
|
|
05-04-26 spal
until there are no boats left..
===
Don't forget the killer dolphins |
|
05-04-26 victor
|
05-04-26 carib
Iran has denied that any boats were sunk.
Sounds like a good deal: US navy sinks iranian boats, Iran denies.. until there are no boats left.. |
|
05-04-26 pillz
US destroys six Iranian small boats, shoots down missiles, drones, US admiral says
ByREUTERS
The US military has destroyed six Iranian small boats and intercepted Iranian cruise missiles and drones fired by Tehran as the US launches an operation to free up shipping through the Strait of Hormuz, US Admiral Brad Cooper, the head of Central Command, said on Monday.
Cooper said he "strongly advised" Iranian forces to remain clear of US military assets as it launches the operation. He said a US blockade of Iran, which prevents ships from going to Iran or departing Iranian territory, also remains in effect and was exceeding expectations.
Iran has denied that any boats were sunk. |
|
05-04-26 panasonic
"You are either with the UAE or with "he evil Islamic regime. No silence is accepted"
They also broke the silence kind of late, it was pretty obvious Iran didn't need the massive military build-up for electricity. |
|
05-04-26 spal
FANG
DIAMONDBACK ENERGY
213.69 (+2.91%)
|
|
05-04-26 spal
| Someone will lose their cool |
|
05-04-26 spal
| UAE might be forced into this ... |
|
05-04-26 spal
Emirates getting very exercised in their rhetoric today:
Amjad Taha أمجد طه
@amjadt25
·
2m
You are either with the UAE or with the evil Islamic regime. No silence is accepted. Right now, the Islamic regime in Iran is targeting my beloved country, the UAE, with drones and missiles. The UAE is crushing them, intercepting, destroying, and defending not just its land, but the safety of over 200 nationalities who call it home. Stand clear. Choose your side. UAE is safe and strong. |
|
05-04-26 spal
Multiple ballistic / cruise missile launches from southern Iran, from around the Bushehr area.
More on the way |
|
05-04-26 spal
UAN
CVR PARTNERS LP
134.37 (+4.98%)
Safe bet
|
|
05-04-26 spal
| The situation remains fluid. The "kinetic window" for a U.S. or UAE retaliatory strike on Iranian launch sites is currently open, as thermal signatures on the mainland indicate continued missile readiness. |
|
05-04-26 spal
The Emirates News Agency (WAM) and local media offices confirmed a drone strike on a building belonging to the telecom provider Du in Fujairah. No injuries were reported, but smoke was visible across the Free Zone.
The Port Oil Terminal: Satellite imagery and social media footage show a significant fire at the Fujairah Port Oil Terminal. Local authorities attributed this to falling debris from an aerial interception, though industry analysts are monitoring for direct impact signatures on storage tanks. |
|
05-04-26 victor
pana, however, there was also a drone attack
//
Fujairah’s Media Office says a “large fire broke out” at the petroleum industrial site in the emirate after a drone attack from Iran.
|
|
05-04-26 spal
First Squawk
@FirstSquawk
·
41s
FUJAIRAH IN UAE REPORTS AIR STRIKE FROM IRAN.
Iran now hitting UAE port |
|
05-04-26 victor
|
05-04-26 victor
| UAE’s Defence Ministry says four missiles were launched from Iran, three of which were intercepted and one fell into the sea. |
|
05-04-26 spal
Official Talking Head from the UAE ... with UAE agitprop ...
Amjad Taha أمجد طه
@amjadt25
·
58m
UAE is SAFE. UAE is STRONG. Today, the Islamic regime in Iran once AGAIN TARGETED my country, the UAE. This will NOT PASS. The UAE WILL make the Islamic regime in Iran pay. It will be DIFFERENT. We stand firm. We stand unshaken. Every reckless terrorist act brings this regime closer to its FINAL DAYS. The UAE WILL NOT TOLERATE THREATS to its people, its sovereignty, or global trade. The UAE will stop this Islamic regime in Iran’s piracy in Hormuz. By power. By force. By international law.
|
|
05-04-26 spal
| The M/V Barakah, an ADNOC-affiliated (UAE) empty tanker, was struck by two drones while transiting near Musandam. |
|
05-04-26 spal
| The U.S. Response: CENTCOM issued a formal denial at 08:30 AM local time. They confirmed that no U.S. military vessels have been struck. |
|
05-04-26 spal
| UAE confirms Iran fired four cruise missiles, intercepting three, with the fourth landing of in open waters. |
|
05-04-26 panasonic
| Spal, so they didn't hit the Warship as Iranian media informed aerlier this morning? |
|
05-04-26 spal
|
05-04-26 spal
| Trump's next move—specifically whether he treats the drone strike on a UAE asset as a breach of his own "stand down" order—will determine if we see a full-scale carrier strike on Iranian coastal infrastructure by sunset. |
|
05-04-26 spal
| The Iranian "Warning Shot": Almost simultaneously with the ADNOC drone strike, the IRGC claimed to fire a "warning shot" against a U.S. Navy ship near the Strait. |
|
05-04-26 spal
OSINTtechnical
@Osinttechnical
·
3m
UAE air defenses are responding to a missile attack at this moment |
|
05-04-26 spal
| Pilly ... the new Korea master ... |
|
05-04-26 spal
| PPIH ... large position ... will move on news. Two areas of high focus. New plant just commissioned in Ohio specifically for cooling pipes for data centers on the NE of the US. CEO and new director (recent appointment) very linked to channels in the GCC where alternative pipelines will (must) be commissioned. They sell pipes. Simple biz ... good fit for my simple mind. |
|
05-04-26 pillz
|
05-04-26 spal
| FANG ... added, trailing a stop. |
|
05-04-26 spal
| UAN ... fertilizer ... added. Outlook for distributions very strong. Outlook for getting fertilizer out through the Strait of Hormuz ... not so strong. |
|
05-04-26 spal
Do you know which are the 4 names he recommends?
===
No - that is for his private clients (although it seemed a bit like AI ... I am not sure!). But in any case we are covering the main themes. Not that we need endorsement, but I did think that it was very well summarized.
|
|
05-04-26 panasonic
| Vic, yep it was clear to me since day 1 that Sanchez anti-trump stance would boost his popularity. |
|
05-04-26 panasonic
Spal, guy makes good points.
Do you know which are the 4 names he recommends? |
|
05-04-26 carib
| Spal: if the Dollar is expected to decline.. buy bonds in BRL, yielding about 14%. |
|
05-04-26 spal
https://www.youtube.com/watch?v=eRJXwlEiho0
Highly recommended analysis on the roots of inflation and how they are currently positioned. Very clear. |
|
05-04-26 spal
The Significance of the "500 Level"
In the world of macro-analysis, the 500 level on the CRB is not just a number; it is a Point of Recognition.
A New Supercycle: For years, the CRB has been stuck in a grinding range. Breaking and holding above 500 suggests a structural shift from a "disinflationary" era into a Commodity Supercycle.
The Psychological Barrier: 500 acts as a massive resistance point. When the index tests this level, it signals that the market is "front-running" a systemic supply shock. The fact that we are hovering here now suggests the market has already "priced in" the expectation of a major disruption. |
|
05-04-26 spal
The Refinitiv/CoreCommodity CRB Index is the financial world’s oldest and most respected "thermometer" for the real-world economy. While the stock market often reflects expectations, the CRB reflects physical reality: the cost of the energy, food, and metals required to keep the wheels of civilization turning.
As of May 3, 2026, the index sits at 499.14, having briefly touched a multi-year psychological ceiling of 501.25 last week. |
|
05-04-26 victor
pana, sanchez has his fans worldwide :-))
//
InfoGram
This is ABSOLUTE CINEMA 🔥🔥
US 🇺🇸: Give us your air bases
Spain 🇪🇸: "We won't give" 🔥
US 🇺🇸: We will suspend the trade deal
Spain 🇪🇸: "Suspend it 🔥
US 🇺🇸: We will remove 3000 US troops from Spain
Spain 🇪🇸: "Remove it 🔥
US 🇺🇸: We will delete Spain from NATO
Spain 🇪🇸: "Do whatever you want" 🔥
Meet Spanish PM Pedro Sánchez🔥
What a leader, What a human being
Spine so strong he refuses to bow down everytime. 🔥
https://x.com/_InfoGram_/status/2050526734005743640
|
|
05-04-26 spal
| USS Abraham Lincoln (CVN-72) and its escorts moving into "Launch Box Alpha," approximately 40 miles south of the Strait. |
|
05-04-26 spal
Noor/Ghader Status: Analysts have identified "bloom" patterns at four mobile launcher sites. Unlike standard idling, these signatures indicate active electronics cooling and auxiliary power unit (APU) operation. In the terminology of OSINT trackers, these batteries are "warm-linked"—powered up and integrated into the regional fire-control network.
Radar Emissions: ELINT (Electronic Intelligence) monitors have detected intermittent "scans" from Iranian Monolith-B search radars. These are short-burst pulses, likely for final range-finding and calibration against the anchored tanker fleet before tomorrow morning's "Project Freedom" window. |
|
05-04-26 spal
Casus Belli
Tehran claims "Project Freedom" is a direct violation of the fragile, Pakistani-brokered ceasefire established after the February 28 strikes. They have positioned "Mosquito Fleet" fast-attack craft and coastal missile batteries (Noor and Ghader) in high-readiness states along the Qeshm and Larak Islands.
If Iran fires on a U.S. guided-missile destroyer tomorrow morning during the "Project Freedom" transit, the administration has already prepared the narrative: it won't be treated as a "skirmish," but as a final breach of the 2026 Peace Plan, likely triggering a full-scale strike on Iranian power plants and the IRGC's command-and-control nodes.
Tick, tock |
|
05-04-26 victor
this guy, Merz, is such an idiot.
dt steps all over him. yet he continues kissing dt's ring. :-))
//
Bundeskanzler Friedrich Merz
The United States is and will remain Germany‘s most important partner in the North Atlantic Alliance. We share a common goal: Iran must not be allowed to acquire nuclear weapons. |
|
Board
