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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04-09-26 carib
The majority of American adults have an unfavorable view of Israel, a new Pew Research Center survey has found.
The survey – which was conducted between March 23-29 on 3,507 US adults – revealed that 60% view Israel in a negative way (“very unfavorable” or "somewhat unfavorable”). This is an increase of 7% from last year and almost 20% since 2022. The percentage of those who chose “very unfavorable” (28%) has almost tripled from 10% in 2022.
In both political parties, a majority of adults under 50 now rate Israel and Prime Minister Benjamin Netanyahu negatively.
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04-09-26 carib
The Israeli public is deeply divided over the question of victory in the war with Iran, according to a Walla and Maariv poll published on Thursday.
According to the poll, the public is not buying the “image of victory” when it comes to Iran. Despite the ceasefire, it appears that most Israelis do not feel a sense of victory in the direct campaign against Iran.
Not easily fooled.. |
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04-09-26 spal
The controlling Hansson family is putting their money where their rhetoric is.
March 2026 Buying: On March 3, 2026, Herbjørn Hansson and his family notably increased their stake in NAT. This follows their "Full Speed Ahead" report from late February.
The Narrative: Hansson has publicly stated that the "tumultuous" 2026 market is the best earnings environment he has seen in his career. With operating costs fixed around $9,000/day and spot rates averaging $55,000–$75,000/day across the fleet, the cash-flow generation is massive. |
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04-09-26 spal
NAT’s fleet of 20 Suezmaxes can bypass the Cape entirely, offering a 26-day transit time versus the 36-day "Cape detour" required by larger ships.
The Result: NAT is currently fixing voyages at rates that were unthinkable 12 months ago. Their March 23, 2026 update confirmed a record $175,000/day TCE for a US Gulf to Far East voyage—a direct result of the "Hormuz-Free" premium. |
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04-09-26 spal
As of April 2026, Nordic American Tankers (NAT) is in a "historic" earnings cycle. Its fleet of 20 Suezmaxes represents the "Goldilocks" solution for an energy map where the Strait of Hormuz is effectively closed. Unlike VLCCs, which must take 10-day detours around the Cape, NAT’s tankers transit the Suez Canal fully laden, capturing a massive "Hormuz-Free" premium.
The financials are staggering: NAT recently secured fixtures as high as $175,000/day against operating costs of only $9,000/day. With roughly 70% spot exposure, the company is a pure cash-flow engine. The Hansson family validated this "Suezmax Renaissance" by purchasing 400,000 shares in March 2026, lifting their stake to 5.2%.
With the 172-million-barrel U.S. SPR release fueling demand, NAT’s $0.17 Q1 dividend is likely just the floor. Trading at a notable NAV discount, NAT is the primary logistical bypass for a world rerouting its crude.
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04-09-26 spal
Large position - already revalued.
As of April 2026, TORM plc (TRMD) has transitioned into an "extraordinary" growth phase. The effective closure of the Strait of Hormuz has forced a violent re-balancing toward the Atlantic Basin, spiking MR (this is the clean product index) triangulation rates to $75,400/day. This demand is further catalyzed by the IEA’s 400-million-barrel emergency release and U.S. SPR drawdowns, necessitating massive product movement.
TRMD is the premier "beta" play for this cycle, carrying 77% spot exposure for 2026. This allows immediate capture of record rates while asset values hit post-2008 highs, significantly boosting NAV. Strategically, TRMD’s fleet avoids the risks of the Middle East, operating in the Atlantic/U.S. Gulf triangle to sidestep exorbitant war-risk insurance while benefiting from global supply deficits. With every $1,000/day rate increase adding ~$26M to EBITDA, analysts project a $36.00 target—representing 22% immediate upside alongside a historic dividend payout. The "lull" is over; historic earnings are imminent. |
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