05-26-26 carib
| tech stocks in very good mood today.. |
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05-26-26 spal
MU
MICRON TECHNOLOGY IN
877.71
(+16.87%)
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05-26-26 leopardo
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05-26-26 pillz
https://cdn-static.bizzabo.com/bizzabo-media-files/assets/accountId139477/eventId733981/sessionId1773459/wKXfuUS0T8yMDQN7TVZg_D1_S8_Panel_%20How%20to%20sell%20in%20a%20turbulent%20world_V1.mp4
Panel: How to sell in a turbulent world |
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05-26-26 carib
| Leo: I hope you mean.. something else to compensate the haircut... |
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05-26-26 spal
| MU continues to explode up |
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05-26-26 leopardo
| There will be a substancial debt relief and that is fine with me, as long as we receive something in exchange... |
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05-26-26 Merlino
| ...un aspecto clave de la propuesta de Centerview era lograr la reestructuración lo más rápido posible para reintegrar a Venezuela a la economía mundial, según fuentes cercanas al asunto. |
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05-26-26 carib
| https://www.wsj.com/world/americas/the-socialist-banker-venezuela-hired-to-fix-its-finances-and-bring-back-investors-e82c777b |
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05-26-26 carib
| https://thedialogue.org/expert/jessica-bedoya |
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05-26-26 carib
| https://albertonews.com/nacionales/wapo-el-virrey-no-oficial-de-trump-en-venezuela-influye-en-la-politica-estadounidense-lo-que-suscita-inquietudes-en-materia-de-control/ |
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05-26-26 hann
05-25-26 panasonic
Is it true japanese are feeling inflation?
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I only really know a couple of locals. One is the kid of the dude who set up the first Toyota plants in the US. The other is that artist. Not the types who would feel it. But I watched many youtube salarymen complain about higher prices. National policy now is to increase salaries. So I'd say yes feeling the pinch.
Still it's very affordable especially quality adjusted. Best ramen - $10 for fresh noodles, excellent pork, dried bamboo shoot, jp egg, sea weed, homemade broth. For grilling, frozen large hokkaido scallops on half shell are 1500 jpy for 10. Vegetables are cheap and superb. Can't even say that wagyu or decent sushi restos are that expensive. Perhaps melons and white peaches are pricey.
On YT people say rent, due to open zoning policies, can be reasonable even in Tokyo.
There's always conbini (convenience stores) which have very decent onigiri, egg sandwiches, etc. I'd say from precovid days, wafer ice cream which used to be 110jpy now 160.
Interesting to spend time there. In tokyo, salarymen only have $300/month wife allowance on $100k gross comp. Bars are super cheap in Shimbashi (salaryman area). 1/3 of Akasaka tokyo (govt area).
OTOH, people feel imnmense squeeze in SF bay area and barcelona. SF is the most expensive place - Arsicault croissants at $5-8 ++ for one and ferry building sourdough loaf at ... $17. SFO low income level is at $120k.
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05-25-26 carib
https://youtu.be/41a5HogDXGc?si=mlaUWl-aNhSf-yBc
(on Turkey)
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05-25-26 spal
The US is the contractor... it is being contracted by the rest of the world to provide security abroad..
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This is the crux ... but the terms have changed. You see it one way - I see it another that is all. |
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05-25-26 panasonic
Hann, sounds like a very good quality of life, and with internet you have access to all the entertainment, blogs, podcasts etc. world has to offer.
Is it true japanese are feeling inflation? |
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05-25-26 carib
| Calixto Ortega, vicepresidente Sectorial de Economía y gobernador ante el Banco Mundial y el Fondo Mundial Inyernacional, ratificó que Venezuela perdió el 95% de los ingresos petroleras entre 2012 y 2020, lo que afecto el ingreso de divisas al país. Actualmente, el PIB real es de 36% al nivel de 2012. “Es decir, estamos a un tercio de lo teníamos anteriormente”. |
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05-25-26 savo
Many in Washington fear the collapse of the Islamic Republic more than the consequences of its continued survival.
no kidding! They just found that out?
The entire world has been saying the same thing since Lybia and Irak.
What part do they not understand?
I think they do understand it very well... problem is the need to fabricate wars to create market havoc and profit from it. |
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05-25-26 savo
spal.. i do not understand why you believe that the world is out there to get the US. All the world wants from the US is to be able to trade with it and access its financial system.
As for the american military power... it used to be american.. now it is borrowed from the rest of the world... the US does not pay for it... (and as the US does not have any intention to repay the money borrowed)...the rest of the world does...
The US is the contractor... it is being contracted by the rest of the world to provide security abroad... and in exchange for that service they get to provide security at home for free. It is a good deal for the US and used to be a good deal for the rest of the world.. until they decided to turn that same army "against" the rest of the world.
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05-25-26 carib
One must openly acknowledge a deeply uncomfortable reality: the United States fears the collapse of the Islamic Republic as much as it fears its survival. Washington simultaneously fears a nuclear-armed Iran and an uncontrolled Iranian collapse that could destabilize the Persian Gulf and the broader region. This dual fear has produced a state of strategic paralysis.
Many in Washington fear the collapse of the Islamic Republic more than the consequences of its continued survival. Meanwhile, the demands and aspirations of the Iranian people themselves were neither prioritized nor meaningfully represented in negotiations between Washington and Tehran.
The central problem is no longer Iran’s diplomacy. The deeper problem is that America may still be negotiating with institutions that no longer truly govern Iran. Washington does not negotiate with Ahmad Vahidi or with the real nucleus of power directing events inside the country. Instead, it continues wasting time speaking to political puppets.
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05-25-26 carib
Turkey’s Grand National Assembly on May 21 passed the fiscal incentive package that President Recep Tayyip Erdogan proposed in late April. The centerpiece, a 20-year exemption from Turkish income tax on foreign-source earnings for qualifying new residents, is now legislation rather than a presidential pledge.
Erdogan has 15 days to promulgate the law and publish it in the Official Gazette (Resmi Gazete). Given that he initiated the package himself, a veto is not on the table.
How the personal tax exemption works
Individuals who had no domicile and no Turkish tax liability during the three calendar years before relocating qualify for the 20-year holiday. Foreign-source income covered by the exemption will not need to appear on annual Turkish tax returns. Domestically earned income remains taxable at standard progressive rates of 15% to 40%.
Inheritance and gift tax for qualifying individuals drops to a flat 1%, down from Turkey’s standard graduated rates of 1% to 30%. |
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05-25-26 hann
05-24-26 panasonic
Last post for Hann.
05-24-26 panasonic
Nice, sounds pretty nice congrats!
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Tx!
Have only seen a few expats. Not over touristed. Can get in good restos. Locals are friendlier. Some neighbors say hello. Some people in bars explain jp menu. Ceramic artist w exhibit in Daimaru gallery wants to get together next trip. His dad is semi famous - has public artwork.
You won't get superstar concerts though. But there's a Ritz hotel and One Fkk is also lux. Met the Ritz club chef from Ph. Willing to guest chef/clean at home after his shift ends at 3pm.
Good enough for japan experience.
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05-25-26 spal
Poking an old elephant's asshole ...
The ultimate irony of the "Peak USA" narrative is that it convinced America's rivals to overplay their hands too early. By poking the old elephant before they had achieved structural energy or financial independence, they triggered a cold, calculated, and completely merciless asymmetric response that is resetting the global hierarchy in real-time. |
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05-25-26 spal
You cannot de-dollarize when your country’s banking system relies on an "ersatz dollar" peg to maintain internal liquidity.
... Chickity China |
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05-25-26 spal
For thirty years, US policy was managed by an elite consensus that believed global free trade would inevitably liberalize totalitarian regimes and that American military power should be used to enforce global security for everyone. That elite group was fundamentally proven wrong.
Instead of liberalizing, China used globalized trade to finance a massive blue-water navy and state-subsidized industrial monopolies (like EVs, solar, and rare earths). The realization that the US was actively funding and offshoring its own industrial ruin triggered a severe immune response within the deep state apparatus. The objective shifted overnight from preserving global stability to ruthlessly securing the American Fortress.
As advanced AI models move from pilot programs to industrial, hardened deployments, they will be weaponized to optimize domestic advanced manufacturing, private credit allocation, and national security logistics. Rather than sharing this productivity leap globally, the US will use aggressive export controls to keep the compute architecture inside the fortress walls—ensuring that while the Global South struggles with resource and energy scarcity, the US maintains an unbridgeable technological and asymmetric advantage.
The intelligentsia will continue to write op-eds decrying the "collapse of global leadership." But inside the corridors of raw power, the decision has already been made: it is far better, and vastly cheaper, to rule an unassailable fortress than it is to police a chaotic world.
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The dogs bark, but the caravan moves on ...
PS ... it is not Trump ... he is a dancer ... the dance is ours. |
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05-25-26 spal
Thought for the weekend ...
It was a very bad idea for the Global South adopting the habit of making fun of the US, dreaming of de-dollarization, multi-polar world etc etc.
This was as smart as poking the asshole of an old elephant.
;))) |
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05-25-26 spal
Panas: what should be the monthly UBI in India, in your opinion?
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A very sly question ...
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05-25-26 spal
The UK triple lock pension system is clearly unsustainable, IMHO.
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By definition it is unsustainable ... it is an idiotic formula. |
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