04-11-26 carib
“You end up in a world where strategic trust has dropped,” said Vivian Balakrishnan, Singapore’s foreign affairs minister, in a March interview with Reuters. “Everyone has to assume the worst.”
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04-11-26 panasonic
| Bye Rioja, bring me some Chianti. |
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04-11-26 panasonic
Spal, very nice, working for Musk requires very strong knowledge on the field, congrats!
Percentage-wise, very few of the laid off in tech will find jobs in their field. |
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04-11-26 spal
| Unfortunately I will miss the Rioja. |
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04-11-26 spal
U.S. President Trump stated that the United States will sever all trade ties with Spain, declaring 'We don’t need anything from Spain' and 'We’re gonna cut off all trade with Spain.'
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Predictable |
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04-11-26 panasonic
| Carib, structure has to work for you and the place where kids are located, that's simple life. |
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04-11-26 spal
it's a massacre out there, not talking min. wage jobs, the best paid in the country.
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My son-in-law was just hired by SpaceX - I took at look at Bastrop where my daughter and spouse intend to relocate (from Austin). Certainly it looks very encouraging there. |
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04-11-26 carib
| Panas: yes, bearing in mind people die, eventually, but corporations do not, unless liquidated or going bankrupt.. |
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04-11-26 leopardo
6 minutes ago
New round of trilateral talks starts in Islamabad - IRGC outlet
A new round of trilateral talks between Iran, the United States and Pakistan began minutes ago in Islamabad, the IRGC-affiliated Tasnim News reported, as local time passed 1 a.m.
"Given the US excessive demands, this may be the Iranian team’s final opportunity for the Americans to reach a shared framework in this round of negotiations," the report said. |
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04-11-26 panasonic
Xi-assin project:
https://www.cnn.com/2026/04/11/politics/us-intelligence-iran-china-weapons |
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04-11-26 panasonic
| Carib, of course has to be done with taxes in mind, reason why better done by me, instead of the "after-me". |
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04-11-26 carib
| ..except in many cases not helpful on the tax side.. |
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04-11-26 carib
| Indeed.. simplicity is beautiful. |
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04-11-26 panasonic
Carib, one thing been doing is to simplify my structure.
Already sold properties in Veni and Pty, closed accounts and companies, sold patefnships, etc. dont want to keep track of fees, taxes, constant care of pesky things.
The more simple the less headaches for my kids, started to work on it after covid. |
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04-11-26 panasonic
Carib, me running a personal fund jeje, included several call spreads as well.
My largest holdings Nvda and Google.
Aaple big position, more a value stock than growth.
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04-11-26 carib
| Panas: you holding semiconductors, energy and AI stocks? |
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04-11-26 panasonic
"and bodes very badly for 2026"
Absolutely, but has nothing to do with political decisions, AI going at speeds that no politician can keep up, not even CEO's of Top Corporations.
Did you see job cuts in the tech industry? it's a massacre out there, not talking min. wage jobs, the best paid in the country.
Food industry also on free fall, seems to be GLP-1 plus having a personal nutritionist (AI) is changing habits at a pace that no big company can adapt. |
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04-11-26 carib
Savo: I share the view this might end up quite badly.
Besides hoarding Gold, which other remedies do you envisage (which assets in which locations and currency) |
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04-11-26 panasonic
the "long term" belongs to future generations.
Carib, true belongs to them, but not before me hand the money, meanwhile it's my "responsibility" to manage it the best that I can.
The definition I find hard to figure out is "long term", with AI one month seems to be a long time, i.e. case of Mythos me pointed out.
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04-11-26 savo
for those interested in stats..Q4 gdp growth revised to 0.5% annualized from 0.7%.. that leaves 2025 at 2.1%.. and bodes very badly for 2026..
so much for schrodinger Trump's hottest economy in the history of the world...
meanwhile inflation up and up..
and the fed added another 200bn to its balance sheet in Q1 26
this experiment is going to end very badly
#deathbyinflationordeathbyfinancialcrisis |
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04-11-26 carib
Panas: neither am I.
Point is.. the "long term" belongs to future generations. |
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04-11-26 carib
SPAL: many argue we are competing with the chinese.
I suppose the point is producing better governance, rather than alternatives between "bad and worse".
Our advantage, IMHO, is we offer universally acceptable values, whilst the chinese remain "chinacentric".
If we also become tribal, I guess we lose. |
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04-11-26 savo
could anybody explain this new DT family and friends scam?
https://x.com/starplatinum_/status/2042551256510505316
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04-10-26 spal
Panas: what about the idea of putting government in the hands of reasonable, honest and competent people?
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Carib ... you should know better than us that times have mostly changed here. |
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04-10-26 panasonic
| Carib, but politically speaking we agree, me not interested in bad vs worse scenarios. |
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04-10-26 panasonic
| Carib, leave it to the kids means "full retirement", me not ready to hang the gloves :-) |
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04-10-26 carib
Savo: that sounds like a contradiction in terms.
I actually think his only ideology is self interest. |
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04-10-26 savo
| i would say trump is a socialist anticapitalist republican |
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04-10-26 carib
Twenty years ago, I told my kids China was likely to be the dominating power during their lifetimes.
Maybe I was wrong, maybe not. |
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04-10-26 carib
| PS: I guess the problem of navigating what comes next pertains to our children.. |
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04-10-26 carib
| Panas: Trump is an accidental Republican. |
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04-10-26 panasonic
Carib, as Savo wrote some ti.e ago EU is lost already, and I dont see a way to Republicans win elections from here.
Our vote intention counts nicht, my best idea right now is to discuss how to navigate what comes next. |
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04-10-26 carib
| Panas: what about the idea of putting government in the hands of reasonable, honest and competent people? |
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04-10-26 panasonic
Savo, DT and the rest of the world failed to measure the size of Chinese build-up there.
If iranians die or starve is not Xi-ssasin problem.
Let's jump to how to invedt in world where China controls global supply chains better ;-) |
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04-10-26 savo
pana.. regarding China... they play too.
They help Russia against Nato... they help Iran against the US... i think that is very expectable. |
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04-10-26 savo
pana.. the one the threatened iranians... all of them... military and civilian to bring them back to the stone age was the US.. not China.
And that after they said last year that they had eliminated iran's nuclear threat and promised to liberate iran from its murderous regime.
DT did a 180... from liberator to obliterator in just 9 months.
Why was that?... the job had been done last year... why did they come back?
My answer: to move the markets... that is DT's and the mob that surrounds him only objective... to make money from themselves..
Why to threat in social media and not through diplomatic back channels?.. only answer I can think of is ...moving the markets.. example:
A Trump insider opened a $51,000,000 oil short position — hours before Trump announced a ceasefire with Iran. This guy is now 16 for 16. $170 million in profit. A perfect streak.
This is not a talented trader.
"We placed the bet." "The ceasefire dropped." "We cashed out." Sixteen times in a row.
That is not skill. That is not instinct. That is not research.
That is someone who knows what is coming before it comes.
Think about what that actually means. A private individual is placing a $51 million bet that oil prices are about to collapse — hours before a sitting president announces a ceasefire that collapses oil prices. Not once. Sixteen times. Zero losses.
There are only two explanations and both should terrify you.
Either someone inside the White House — or with direct access to it — is leaking ceasefire negotiations to traders before diplomats, before the press, before the American people hear a single word. That is insider trading. That is corruption. That is a federal crime.
Or the timing of the announcement itself is being shaped around the trade. Which is worse.
This is not a genius investor who reads the news faster than you do. The news hadn't happened yet. He wasn't reading the news. He was getting a phone call.
While Americans were watching the ceasefire announcement and feeling relieved — somebody already knew. Somebody had already bet $51 million on it. And somebody was already counting their winnings.
You are not watching a free market. You are watching a White House with a side hustle. Via~ Really American
https://x.com/jamestate121/status/2041908860576002256
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04-10-26 panasonic
| Savo, Xi doesn't care if 50 millions Iranians die before making the call to stop his proxies... |
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04-10-26 panasonic
Carib, Israel will probably face a political tsunami after this, annihilation threat under relative control and intentions towards Gulf States have been exposed.
I'm pessimistic on the political outcome here in USA.
Are you following AI Mythos, how penetrated financial systems? to me putting Gov. in hands of anti-private sector will be the jewel of the crown for the Chinese "project" :-( |
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04-10-26 savo
not surprisingly...
Nethandracula is worse than Vlad the Impaler. |
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