02-28-26 victor
The Israeli army has said about 200 fighter jets have struck Iranian missile and air defense systems in western and central Iran.
It described the operation as the “largest military flyover in the history” of its air force. The military said the fighter jets dropped hundreds of munitions targeting about 500 objectives, including aerial defense systems and missile launchers across several locations in Iran, simultaneously. |
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02-28-26 spal
Tanker Schtocks are the New Bitcoin ...
... Captain Schpal |
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02-28-26 spal
Ed Finley–Richardson
@ed_fin
·
5h
“From a tanker market perspective, it appears that whatever happens, there is little risk that freight rates will go down as a result. The tanker market is already very tight, and rates are near historic highs. Under these circumstances, the risk is to the upside.” |
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02-28-26 spal
| QATAR ASKS VESSELS TO TEMPORARILY SUSPEND MARITIME NAVIGATION |
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02-28-26 spal
Ed Finley–Richardson
@ed_fin
·
1h
TANKER STOCKS EXPECTED TO SOAR TO NEW 52 WEEK HIGHS ON MONDAY I BET YOU WISH YOU OWNED MORE NOW DON'T YOU WELL YOU CAN'T SAY I DIDN'T WARN YOU EVERY DAY FOR THE PAST FIVE YEARS
===
And this is with US restraint on Iranian energy assets ... so far. |
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02-28-26 victor
| The Israeli army has announced a new wave of attacks against Iran, saying it is striking missile launch sites and defence systems in central Iran. |
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02-28-26 spal
U.S. Navy says it can't protect all merchant ships in Persian Gulf after Iran strikes. Oil majors just suspended shipments through Hormuz, 21M barrels/day at risk.
VLCC rates going vertical. |
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02-28-26 spal
| Guys ... hope you loaded tanker stocks ... |
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02-28-26 spal
| Saudi Arabia 🇸🇦 joining the US and Israel in the war against the Islamic regime in Iran |
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02-28-26 victor
carib, so what do you think of TACO now?
do you still agree with TACO?
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02-28-26 victor
| The Israeli army said its air force has begun new air strikes targeting “missile launchers” in Iran. |
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02-28-26 victor
| Iran’s Supreme Leader Ayatollah Ali Khamenei will speak within minutes, Iran’s Al-Alam TV reported. |
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02-28-26 spal
US bases in the MidEast attacked by Iranian missiles
According to Fars News, the following bases were hit:
🔸Al Udeid Air Base in Qatar
🔸Al Salem Base in Kuwait
🔸Al Dhafra Air Base in the UAE
🔸US 5th Fleet Base in Bahrain |
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02-28-26 spal
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02-28-26 spal
Ali Shamkhani, one of Khamenei's closest advisors and one of the regime's highest ranking figures, is dead.
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02-28-26 spal
| AIR DEFENCES ACTIVATED IN IRAN'S SHIRAZ - IRIBB |
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02-28-26 victor
| https://truthsocial.com/@realDonaldTrump/posts/116147082884192486 |
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02-28-26 victor
| Prime Minister Benjamin Netanyahu has boarded Israel’s Wing of Zion plane and is exiting Israeli airspace heading to a “secure location” according to Israeli media. |
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02-28-26 victor
A US official says the US strikes are currently focused on military targets, but declined to elaborate citing an ongoing operation.
Another US official said the goal of the strikes is to address the Iranian military threat and protect US forces. The US put in place measures to protect US military personnel in the region ahead of the action, the first official said. |
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02-28-26 victor
| US and Israel carrying out strikes against Iran |
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02-27-26 spal
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02-27-26 spal
| I am sure that is a very interesting one for you Vic. |
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02-27-26 victor
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02-27-26 spal
If you haven't you guys should digest Trump's last posting blacklisting Anthropic - I have not fully digested it yet ... I was too busy rolling on the floor laughing.
https://www.zerohedge.com/political/altman-pitches-pentagon-anthropic-alternative-wsj-drops-deep-state-concern-trolling-over |
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02-27-26 spal
| ... they are trying to "tell a story" that keeps inflation expectations anchored ... it is a game of "confidence" and I mean this as a double entendre. |
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02-27-26 spal
Savo also the rates that are in the hands of the central bank ... are not the most vital. Those rates are controlled by bond holders.
We know this. |
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02-27-26 spal
Savo ... central bank speak is probably worse than diplomacy speak ... perhaps Carib should advise.
"Forward Guidance" is never "We are telling you the future." rather it is "We are trying to manipulate your current behavior."
It is never, ever, the unvarnished truth. |
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02-27-26 savo
victor... that is true... he always says that he expects to achieve 2% "in two years"... and doesn't do anything abut it...
but when inflation rate moved a few bips below 2%... he reduced rates to zero...
that guy has been a calamity for the US. |
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02-27-26 victor
savo, whose expectations? if I may ask
his |
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02-27-26 savo
*US JAN. CORE PPI RISES 3.6% Y/Y; EST. +3.0%
*US JAN. PRODUCER PRICES RISE 2.9% Y/Y; EST. +2.6%
according to ignorant Powell ... inflation expectations are well anchored at 2%... he literally said that...
whose expectations? if I may ask |
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02-27-26 spal
CGEH
Capstone
Small jet engine like generators for power peaking and stability at data centers. Stock settled today. Bought. |
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02-27-26 carib
HOUSTON, Feb 26 (Reuters) - Venezuela's oil ministry has suspended 19 oil production-sharing contracts with private companies signed under the administration of President Nicolas Maduro, four sources with knowledge of the move told Reuters on Thursday.
The suspension has had no impact on the country's oil and gas output so far, the sources said. State oil giant PDVSA is selling the crude produced under the contracts while they are suspended, they added.
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02-27-26 spal
*US JAN. PRODUCER PRICES RISE 0.5% M/M; EST. +0.3%
*US JAN. PRODUCER PRICES RISE 2.9% Y/Y; EST. +2.6%
*US JAN. CORE PPI RISES 0.8% M/M; EST. +0.3%
*US JAN. CORE PPI RISES 3.6% Y/Y; EST. +3.0% |
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02-27-26 spal
FRO:
Enjoy the gap up. The $1.03 dividend announcement will likely draw in income funds today. Target: $40.00+. |
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02-27-26 spal
Antimony Index
https://businessanalytiq.com/procurementanalytics/index/antimony-price-index/
I am likely to increase my PPTA position. |
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