08-27-26 carib
US has right to take over any country for its resources: Miller
‘We’re a superpower and, under President Trump, we are going to conduct ourselves as a superpower’ |
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08-27-26 carib
Deuda venezolana al alza tras la información de Axios sobre un posible acuerdo entre los gobiernos de EE.UU. y Venezuela en materia de producción petrolera.
pic.twitter.com/iAmtuD2XsQ
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08-27-26 carib
Savo: Breaking news! my neighbour, who owns a swamp, has renamed his swamp as "Trump swamp".
;~)
Each country can name seas and lakes as they see fit.
The Mediterranean was named "mare nostrum" by the romans. |
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08-27-26 carib
| The Trump administration is in talks with Venezuela's interim government about taking an ownership stake in the South American country's enormous oil resources, two U.S. officials tell Axios. |
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08-27-26 savo
| BREAKING: In an executive order, President Trump has renamed Lake Ontario to Lake America |
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08-27-26 carib
Savo: true.. but there is no monopoly of stablecoins..
So maybe one could offer a stablecoin that pays interest at UST rate -1%? |
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08-27-26 savo
If I were president and I wanted to tank the dollar and get rich off it, here is exactly what I would do.
https://x.com/leahfiles/status/2092642632723788268
Some of you have asked about the fact that stablecoins are tied to the dollar so how would Trump and WLF make money if the dollar was weakened?
Trump and World Liberty Financial are not making money because USD1 goes up, they are making money because you have to go through them.
USD1 is backed by Treasury bills. World Liberty Financial holds those T-bills as reserves. They earn the yield on every dollar deposited, over 4% right now.
So, someone gives them a dollar, they buy a T-bill, they keep the interest. Billions in free income. It is a private money market fund disguised as a currency...and the Trump family owns it. |
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08-27-26 savo
BREAKING: U.S. Patriot interceptor stockpiles in Europe are at ‘beyond critical’ levels due to the Iran war, according to AP
A senior U.S. official said that in the event of a Russian ballistic missile attack on a military headquarters or power plant for example, NATO would be in a similar position to Ukraine and be forced ‘to take punch after punch in the mouth’.
In Europe, the American military ‘definitely’ does not have enough Patriots to stop any sustained ballistic missile attack and would have ‘very limited’ capability to defend against a single ballistic missile strike or a stray Russian missile that goes off course, the U.S. official said to the Associated Press.
@Middle_East_Spectator |
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08-27-26 savo
personalized pricing using AI technology is already here for flights... stores... etc...
we are literally f*cked.
https://x.com/SHERRYSRUN/status/2092757818978029682/video/1 |
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08-27-26 carib
European football’s governing body Uefa said it is preparing a criminal complaint against Gianni Infantino over the Fifa president’s failed plan to sell a stake in the World Cup to private investors.
In US court filings, Uefa said it was seeking to recover documents from Joshua Kushner, his investment firm Thrive Capital and Fifa’s Americas arm, as it presses ahead with efforts to oust Infantino from his role at world football’s governing body.
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08-27-26 carib
Panas: what would be a good outcome, for you, re midterm?
political preferences remain subjective, of course.. |
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08-27-26 panasonic
| Carib, same here...pessimistic for the moment, we'll see. |
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08-27-26 carib
| Panas: no hurry to predict or bet. I will just look at the results after the midterm vote, and then comment |
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08-27-26 panasonic
Carib, we'll see.
Nov? I would listen what Kalshi has to say. |
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08-27-26 carib
Prime Minister Benjamin Netanyahu has said in closed conversations that he does not know how to win back the seats Likud has lost in recent polls, Kan News reported on Wednesday.
"We lost 10 seats; I don't know how to get them back," Netanyahu reportedly said.
According to the report, Netanyahu still does not know what kind of campaign to run, and he believes that unless things change, Likud will lose the upcoming election. |
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08-27-26 carib
| PS: for the time being, my interest is in what happens in Nov 2026. |
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08-27-26 carib
Panas: it make no sense to me.. to start a new party when you already fully control yours.
But time will tell. |
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08-27-26 panasonic
| Vic, just remember you read it here, we'll check again in Nov. 2028. |
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08-27-26 victor
pana, DT plan is to start his own political party
//
the GOP is his party, more than half of dt's posts are endorsements.. to instruct his followers who to vote for.
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08-27-26 spal
you read it first on colores.
===
We expect no less! |
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08-27-26 panasonic
Vic, Carib...there is a chance DT plan is to start his own political party, would be great that same happens with the left wing of Dems party, and both centers' re-groups under one roof.
That would change my view to optimistic...and remember, you read it first on colores. |
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08-27-26 leopardo
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08-27-26 carib
| The link to venezuela restructuring mandate disappeared from the Centerview website! |
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08-27-26 carib
| Victor: will republicans in congress suddenly grow a spine? |
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08-27-26 victor
carib, dt doesn't seem to care about midterms
//
Los republicanos están furiosos porque Trump reavivó la polémica arancelaria justo a tiempo para las elecciones intermedias
CNN
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Los republicanos del Congreso se alegraron enormemente al ver cómo los controvertidos aranceles del presidente Donald Trump prácticamente desaparecían de los titulares a medida que se acercaban las elecciones de mitad de mandato. Ahora, a tan solo 10 semanas de las elecciones, la decisión de Trump de volver a ponerlos en el centro del debate ha enfurecido a su partido.
En cuestión de días, el presidente no solo desató una guerra comercial con Canadá, sino que también anunció la reducción de los aranceles a la carne de res importada: un doble golpe económico que tendrá efectos particularmente agudos en una serie de estados cruciales para obtener el control del Congreso.
Los republicanos, que ya luchan por contrarrestar la preocupación generalizada de los votantes por el costo de vida, le están pidiendo públicamente a Trump que abandone su postura intransigente contra Canadá. Además, legisladores del Medio Oeste y del Sur se están distanciando del plan para reducir los aranceles a la carne de res importada, advirtiendo que cualquier avance, por breve que sea, en la reducción de los precios de este alimento básico quedará eclipsado por el perjuicio que causa a los ganaderos estadounidenses.
“No hay ningún republicano en las boletas electorales que diga que cree que esto es una buena idea”, dijo Doug Heye, estratega republicano de larga trayectoria. “Las cosas están demasiado caras y es difícil ver cómo esta [guerra comercial] podría beneficiar a algún republicano”.
Desde entonces, más de una docena de legisladores republicanos han criticado las medidas económicas, incluidos firmes aliados de Trump que manifestaron abiertamente su frustración por las repercusiones en sus estados de origen.
El senador John Barrasso, el segundo republicano de mayor rango en la cámara, suplicó a la administración que implementara políticas que facilitaran, en lugar de dificultar, que los ganaderos de Wyoming alimentaran a Estados Unidos. El senador de Arkansas Tom Cotton calificó el plan de importación de carne de res como “desacertado” e instó a Trump a reconsiderarlo. La senadora de Nebraska Deb Fischer fue más directa: “Estoy sumamente decepcionada por esta decisión”, escribió en X.
A los republicanos del puñado de estados del norte que podrían inclinar la balanza del Congreso en noviembre los tomó por sorpresa el fracaso de las negociaciones entre la Casa Blanca y Canadá. En consecuencia, han presionado a Trump para que ponga fin a una guerra comercial que podría encarecer una amplia gama de productos.
“Imponer nuevos aranceles a Canadá es un error”, declaró la senadora de Maine Susan Collins, quien se encuentra en una reñida contienda para conservar su escaño. “Realmente deseo que volvamos a la relación amistosa y económicamente beneficiosa que mantenemos con nuestros vecinos canadienses”.
El coro de reproches puso de manifiesto, una vez más, el deterioro de la relación entre Trump y los legisladores republicanos, cuyo destino determinará la trayectoria de sus últimos años en el cargo.
Trump se ha resistido a modificar sus prioridades para impulsar a los legisladores republicanos de cara a noviembre y, en cambio, les dedicó los últimos meses a sus proyectos de construcción favoritos, a librar una guerra impopular en Medio Oriente y a consolidar su agresivo régimen arancelario. Los candidatos republicanos, a su vez, están cada vez más preocupados de que el lastre causado por la caída en picada de los índices de aprobación de Trump les cueste el control de la Cámara de Representantes e incluso, posiblemente, del Senado.
“La forma improvisada e inconsistente en que se han aplicado estos aranceles ha generado un caos innecesario”, declaró Jason Roe, estratega del Partido Republicano de Michigan. “Buscar conflictos con nuestros principales socios comerciales y aliados no resulta nada útil”.
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08-27-26 victor
Bill Gates proposes major limits on AI development
Microsoft co-founder Bill Gates argued on Wednesday that artificial intelligence needs significant limits or else the harm to humans will outweigh any potential good.
“AI will either be the greatest equalizer ever invented, or the worst source of injustice,” he said in a 6,000-word essay, entitled “The turbulent AI era is here. The choices we make now are critical.”
Gates isn’t the first tech leader to raise concerns about rapid advancements in AI. But his essay adds to growing worries about the actions of some AI models and potential job losses, even as the AI companies and Wall Street press full speed ahead on the technology.
Gates became one of the richest people on the planet as a key player during last century’s personal computer revolution. However, he wrote that he believes the next technology revolution – AI – will be far more disruptive to society.
“Even under the best circumstances, the transition to this new AI era will be one of the most turbulent times in human history,” he said, adding that “I don’t see evidence that leaders, experts, and communities are confronting the challenges adequately. There is no plan to ease the entry into the AI era.”
AI can provide great benefits in field like agriculture and medicine, he argued, such as breakthroughs in preventing and treating diseases.
But he also noted that the transition carries big risks, like widespread unemployment, harming the educational and social development of children, or making it easier for criminals and bad actors – or AI itself – to cause deliberate harm.
“As the models become more powerful, they could begin to act against our interests and we could lose control,” he warned.
These significant risks must be controlled quickly, Gates said.
“If someone had a credible plan for slowing down AI advances globally, I would likely support it,” he wrote. “However, I don’t think that’s going to happen. The geopolitical and economic incentives are pushing too hard to go full speed ahead.”
In an interview with CNN’s Anderson Cooper that will air on Wednesday evening, Gates said AI models have gotten dramatically more powerful at a rate faster than he expected.
“They’re now capable of causing cyberattack risk, bioterrorism risk, psychosocial risk,” he said. “I have to say I’m kind of shocked that the exact criteria that we review these models with, and the actions we take to minimize the harms, are really completely missing.”
In his essay, Gates proposed taxing AI or robots the way you would pay a human employee’s payroll tax in order to slow the shift away from using human labor. He also wants to set aside some work to be done by humans only.
“My message to leaders is: You have a chance to act now, before unemployment rises sharply, communities are hurting, and public trust has eroded,” he said. “You can make sure AI benefits everyone. And you can work with other governments to meet this national and global challenge.”
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08-26-26 spal
satanists!
===
I knew it! |
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08-26-26 savo
The theory:
The reality....: satanists! :-))) |
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08-26-26 carib
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08-26-26 spal
Most "real market" equities pulling back today - shipping, mining, metals etc. Whipped by an algo somewhere no doubt. But many of my stops were hit.
The theory:
This move reflects tactical position adjustments and headline risk unwinding rather than a breakdown in structural supply-demand fundamentals. Long-term supply constraints in physical metals and structural ton-mile tightness in shipping remain intact once the immediate geopolitical headlines settle.
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08-26-26 savo
| carib.. the guy coming apparently after him is worse than Vlad The Impaler. |
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08-26-26 carib
Savo: most likely, Netanyahu will be out of office in November.
Trump will be in office, but after January ruling by decree, lacking control of Congress. |
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08-26-26 spal
| Carib - it was an interesting Torm call - I listened to it. You know how sober the Danes can be. If anyone is watching the restructure of oil and gas trade lines and chokepoints it is them. |
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08-26-26 savo
carib... war is business for DT, his friends and family and for Netandracula, his friends and family.
DT was elected on a no war with Iran campaign. He was then informed of the money that could be made if he launched said war... hence he did it.
As long as there is more money at war than at peace the war will continue... the moment they can make more money with peace than with war the war will stop and Iran will be a US best friend. |
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08-26-26 carib
The risk of a prolonged stalemate in the Iran war is being underestimated by markets, according to the chief executive of Danish tanker group Torm, with a deadlock lasting months or even years more likely than a quick resolution.
Jacob Meldgaard compared the situation in the Gulf to Russia’s war in Ukraine, arguing that markets had again been too quick to assume that economic disruption would force both sides to find a solution.
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08-26-26 spal
Uranium - conditions entering today's session remain distinctly positive, backed by strong macro momentum, firming spot pricing, and key overnight earnings catalysts across the sector.
Uranium Spot Re-Test ($90.00/lb): US Uranium futures spiked to $90.00/lb this morning—hitting a 6-month high—driven by compounding supply friction (notably Kazatomprom's operational update citing acid plant delays and Kazakhstan's new subsoil legal frameworks).
Overnight Earnings Catalyst (Paladin Energy - PDN): Paladin Energy reported FY2026 full-year results overnight, demonstrating a transition to positive operating cash flow, full-scale mining operations at Langer Heinrich, and an average realized price of $70.00/lb. The stock traded up over +5% in Australia, establishing positive sentiment for global producers at today's open. Equities
Leading Spot: Equities are running ahead of the physical spot market. The VanEck Uranium & Nuclear ETF (NLR) is up ~16% in August, with U.S. domestic ISR players (UUUU, UEC, DNN) showing 30%+ rallies this month |
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08-26-26 spal
| Management raised full-year 2026 EBITDA guidance by +$200 million at the midpoint to $1.0B–$1.2B (up from $800M–$1.1B), with full-year TCE earnings projected between $1.4B–$1.6B. |
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08-26-26 spal
| Time Charter Equivalent (TCE) earnings hit $512 million, while fleet-wide average rates reached $59,301/day (vs. $26,672/day a year prior). |
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08-26-26 spal
TRMD - blow out results.
$2.40 quarterly div announced. It was possible to buy them at $24 recently. Not now. |
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08-26-26 ruspan
https://www.youtube.com/watch?v=_0tTM4xBBkc
A completely coherent explanation of the Ukranian war, useful :-)
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08-26-26 carib
IDF Chief of Staff Lt.-Gen. Eyal Zamir met with US Air Force Commander General Kenneth S. Wilsbach, together with Israel Air Force Commander Maj.-Gen. Omer Tischler on Sunday in Tel Aviv to discuss Iran and other regional security issues, the military confirmed on Wednesday.
Wilsbach's visit was unusual, as generally the US Central Command (CENTCOM) Chief Admiral Brad Cooper or CENTCOM Air Force Chief Lt.-Gen. Daniel T. Lasica would be expected to make such personal visits, with the American air force top commander having to cover the whole globe.
It was unclear whether Wilsbach visited because of the elevated levels of past and future cooperation between the countries' air forces during and after the early 2026 Iran war, or because Lasica had only recently taken office to replace Lt.-Gen. Derek C. France and needed more time to settle into his new role before undertaking foreign visits. |
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08-26-26 carib
| Secretary of State Marco Rubio has told several of his foreign counterparts in recent days that "for the time being" the U.S. is not expected to initiate new strikes against Iran, according to a U.S. official and a second source with knowledge of the matter. |
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