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02-22-26 spal
This is his co:
That would also mean that MSC would be the largest ocean carrier and the largest port and terminal operator in the world at the same time, in an unprecedented dual dominance in the shipping industry.
The deal refers to taking over CK Hutchison (Li Ka-shing) port biz. |
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02-22-26 carib
| I think he lives in Switzerland.. |
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02-22-26 spal
The lowkey Aponte, silver-haired and slight of build, rarely speaks in public or gives interviews. His closely held company doesn’t publish financial reports or strategy updates.
... sounds like a colore at heart. |
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02-22-26 spal
| Carib - presume you have heard of Gianluigi Aponte? I just read his story - really incredible Italian success ... first I have heard of him. |
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02-22-26 spaldo
I haven't forgotten, carib.
That was great of you. |
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02-22-26 spaldo
I haven't forgotten, carib.
That was great of you. |
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02-22-26 victor
| pt, after maduro was captured, the first thing delcy did was name cabello's daugher, daniela, as minister of tourism. |
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02-22-26 victor
pt, it seems the Veni military has wisely decided to cooperate with the US and if necessary kick the Cubans out.
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that is yet to be seen.
the dt admin is great at cooking up bs.
tariffs, for example. |
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02-22-26 carib
| Spaldo: we did, on jan 4th.. |
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02-22-26 spaldo
_ no chaos, no killings, really a piece of art._
We should acknowledge that at some point.
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02-22-26 carib
Cuba, al borde de la parálisis: “Siento que es el final de la película”
Las calles de La Habana se vacían de tráfico y turistas mientras la población exhausta, que sobrevive al día, espera un desenlace de la asfixia petrolera de Trump
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02-22-26 carib
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02-22-26 panasonic
Carib yes, both easy ones, the big question here is will Diosdy hand Nicolasito?
PT, I think the political value of Maduro's capture far above what media willing to admit, no chaos, no killings, really a piece of art. |
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02-22-26 carib
El Servicio de Inmigración y Control de Aduanas de Estados Unidos (ICE) actualizó recientemente sus registros oficiales sobre los fugitivos más buscados. La agencia federal ahora identifica a Tareck El Aissami y al empresario Samark López dentro de su sección de individuos capturados. Esta modificación en el estatus digital de ambos sujetos genera una ola de interrogantes sobre el paradero real de los acusados por la justicia norteamericana.
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02-22-26 patient-trader
| it seems the Veni military has wisely decided to cooperate with the US and if necessary kick the Cubans out. |
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02-22-26 patient-trader
https://www.reuters.com/world/americas/cuban-security-forces-exit-venezuela-us-pressure-mounts-2026-02-21/
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02-21-26 carib
The U.S drone strike which took place in the waters off Bequia on February 13, has led to a large-scale drug proliferation on the main island of St Vincent.
St Vincent’s Minister of National Security St Clair Leacock said the drone strike occurred in the economic zone of St. Vincent and the Grenadines and produced what the Minister describes as “collateral damage” that is now “acting out on land”.
As a direct result of the incident at sea, a massive quantity of cocaine began appearing on the shores of St. Vincent and the Grenadines. Leacock notes that anytime cocaine “washes up” in this manner, it leads to significant consequences for the nation.
The value of the drugs recovered is estimated to be over $500 million, or nearly half a billion dollars.
Some fishermen on my former island suddenly became very rich..
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02-21-26 victor
| pana, i hope so, because the stability of VZ depends on her. :-)) |
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02-21-26 carib
I see there is no explicit request to hand over Padrino and Cabello.
General Donovan met them in Caracas. Let us see if they follow orders. Blackmailed people usually follow orders.
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02-21-26 panasonic
Vic, Diosdy in the middle of tough negotiations, must be sleeping with one eye open.
D will certainly move fast if something happens to her father. |
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02-21-26 victor
dt has appointed 3 justices to SCOTUS
kavanaugh
gorsuch
amy, of course
only the 1st one agreed with him on tariffs
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02-21-26 victor
| Based on a thorough, detailed, and complete review of the ridiculous, poorly written, and extraordinarily anti-American decision on Tariffs issued yesterday, after MANY months of contemplation, by the United States Supreme Court, please let this statement serve to represent that I, as President of the United States of America, will be, effective immediately, raising the 10% Worldwide Tariff on Countries, many of which have been “ripping” the U.S. off for decades, without retribution (until I came along!), to the fully allowed, and legally tested, 15% level. During the next short number of months, the Trump Administration will determine and issue the new and legally permissible Tariffs, which will continue our extraordinarily successful process of Making America Great Again - GREATER THAN EVER BEFORE!!! Thank you for your attention to this matter. President DONALD J. TRUMP |
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02-21-26 victor
pana, I would be delighted to see Daniela's father taken out for playing in both teams
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will D remain as minister of tourism even if there is an implosion? :-)) |
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02-21-26 panasonic
| Vic, hope there is an implosion in the cartel in coming months, I would be delighted to see Daniela's father taken out for playing in both teams ;-) |
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02-21-26 victor
pana, so your father-in-law is NOT in the black list?
did you have anything to do with it?
:-)) |
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02-21-26 carib
La administración de Estados Unidos ha puesto sobre la mesa una exigencia directa a Delcy Rodríguez: la colaboración inmediata para la entrega o procesamiento de una "lista negra" de nueve personas de alto interés, encabezada por "Nicolasito" Maduro Guerra, hijo del depuesto mandatario.
Según informes obtenidos por el periodista David Alandate, de ABC, la petición no es un simple formalismo diplomático, sino un ultimátum operativo que condiciona la normalización de relaciones, el levantamiento de sanciones y la agenda energética entre ambos países.
Además de Nicolasito, intentan extraditar a Alex Saab, Raúl Gorrín, Walter Jacob Gavidia Flores, Tareck El Aissami, Samark López Bello y Pedro Martín Olivares. |
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02-21-26 spal
Iran logic is simply that it is disruption that is good for clean tanker rates. If the Straight of Hormuz is blocked then rates spike more. This means alternative routing of supply (longer routes ... longer shipping miles ... equals less ships ... rates go up). Also clamps on Iran mean more clamps on ghost fleet ... thus more demand and higher rates for the legitimate fleet.
It will all be "transitory", but this is a "call" made in the midst of a squeeze up. Some schtocks are very hight beta on this ... FRO for example. They squeeze up ... you hold ... sell when you feel it is right and move on. Just a biz. |
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02-21-26 panasonic
Spal, on freight rates of VLCC the word "transitory" applies, not the same kind of transitory as Powell's ;-)
Not sure I follow the logic on Iran as "good" for oil prices, but it became hard to read, I take it day by day. |
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02-21-26 panasonic
Spal, yes me not involved (sadly) but WBD stock was 8$ before that bid fight started between Nflx an Paramount.
Last offer 31$, so media assets (all the sudden) have more value vs what market was pricing.
Different situation but same mis-pricing Madison Square Garden. |
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02-21-26 Merlino
FOR US OIL COMPANIES: “WAR IN IRAN WILL BE A WONDERFUL OPPORTUNITY”
Max Blumenthal reveals this on Grayzone, reporting that at the American Petroleum Institute summit, attended by executives and consultants from companies in the sector, one of the most experienced among them, Bob McNally, explained: "Iran is the biggest promise, although it represents the greatest risk, it is also the greatest opportunity. If you can imagine the United States opening an embassy in Tehran, the Tehran regime in tune with its people—the most pro-American population in the Middle East outside of Israel, historically skilled both culturally and commercially. If you can imagine our industry returning there, we would get much more oil and much sooner than we would get from Venezuela." |
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02-21-26 spal
$200,000/day if interdictions ramp up
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I certainly like the thought of this number ... even in the heightened environment we are in ... if this is a possibility all tanker stocks (ECO, TNK, FRO, DHT etc.) at least double. |
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02-21-26 spal
By invalidating tariffs, it may force a heavier reliance on sanctions, accelerating Dark Fleet disruptions (e.g., more designations/seizures), which analysts link to sustained or spiking rates (e.g., +60% in some segments post-major sanctions waves).
This could mean rates "spike even more" short-term (e.g., VLCCs pushing toward $200,000/day if interdictions ramp up), offsetting any oil price softness from Venezuelan supply re-entry.
The ruling reinforces a shift to "kinetic" enforcement (seizures over taxes), likely sustaining high tanker rates while straining global shipping
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02-21-26 spal
Trump's presumptive power to tariff post the Supreme Court decision. Alternatives to IPEEA ... these sources can largely fill the void for tariffs as negotiating tools, as they provide delegated authority for unilateral presidential action without requiring case-by-case congressional approval.
They cover national security threats (Section 232), unfair practices (Section 301), and economic imbalances (Section 122), allowing flexibility in pressuring foreign governments—e.g., threatening higher rates unless concessions are made on trade deals, IP, or other issues. However, they are not unlimited: Section 232 and 301 require formal investigations and justifications, which can be challenged in court (though judicial deference is high), and Section 122's time limits could necessitate congressional involvement for longer-term measures.
The ruling may encourage Congress to reclaim more oversight, potentially through new legislation restricting these delegations or requiring approvals for major tariff hikes. In the short term, though, no cooperation is strictly needed, and the administration has signaled plans to pivot aggressively to these tools.
Impact on Controlling Other Countries' Use of Russian Oil and AlternativesThe ruling directly invalidates IEEPA-based tariffs aimed at countries purchasing Russian oil, such as the 25% duties on Indian imports imposed in 2025 (later rescinded but still subject to refund claims). Similar "secondary" tariff frameworks targeting buyers of Russian, Venezuelan, or Iranian oil are also unlawful under this interpretation.
This limits tariffs as a tool for pressuring third countries (e.g., India, Brazil) to reduce Russian oil imports, which fund Russia's war in Ukraine.
However, the decision is narrow—it does not curtail IEEPA's broader sanction powers, such as imposing asset freezes, transaction blocks, embargoes, or secondary sanctions on entities dealing with Russia.
Presidents can still use IEEPA to "destroy" trade ties via outright bans but not to impose revenue-raising tariffs.
[BTW this probably means even heavy pursuit of the Dark Fleet]
Alternatives include:Non-tariff IEEPA sanctions: Secondary sanctions on banks, companies, or ships facilitating Russian oil trades (e.g., via the Office of Foreign Assets Control, OFAC), as used in existing Russia/Ukraine executive orders.
Specific sanction laws: The Magnitsky Act for human rights abuses, or CAATSA (Countering America's Adversaries Through Sanctions Act) for Russia-specific measures, which allow penalties without tariffs.
Other trade tools: If tied to unfair practices or national security, Sections 301 or 232 could indirectly target related imports, though not as directly as before.
Diplomatic/military leverage: The ruling may push toward non-economic options, like alliances or threats, to influence oil purchases.
Countries like India may feel slightly more emboldened, but robust non-tariff options remain to enforce compliance.
It reinforces congressional primacy on taxation while signaling courts' willingness to check "major questions" of delegated authority. However, it doesn't dismantle tariffs entirely, as alternatives allow continuation under more tailored statutes, and IEEPA remains potent for non-tariff economic coercion.
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02-21-26 spal
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02-21-26 spal
Spal, me looking for ideas of biz that won't get killed by AI.
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Yes - interesting how fast the AI narrative shifted from what it can enable to what it might kill. Agree that we have to look out for this. |
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