08-26-26 spal
satanists!
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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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