02-04-26 panasonic
Edvi, nice to read you.
We are at an early stage.
USA companies getting prepared to go all in, and we got rid of Cuban presence.
Rubio didn't disclose much details during Senate hearing, but when heard Chevron's Wirth abt. Veni made me more comfortable that not everything is as random as it seems.
I'm optimistic on what's coming. |
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02-03-26 carib
Thanks, Edvi.
keep us posted.. |
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02-03-26 Edvi
Hello Colores,
Things in Venezuela stay the same economically, the "auction" of dollars wasn't as expected... Fx up 20% in one week, arbitrage between official rate and free mkt 40%. No news of fresh hard currency coming from the US. At least our bonds are up but no official news from them...
Things moving fast, but there are so many things to take care of.. At least we will have more flights so I can host a colores party in Margarita Island when our bonds get paid! |
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02-03-26 spal
| NVO ... evicerated ... results today lowered guidance amidst pricing pressure. They have lost their way. |
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02-03-26 carib
| F35 shoots down iranian drone. |
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02-03-26 victor
María Corina Machado
Hoy, en las calles de Caracas.
Un país decidido a ser libre!
Hace 30 días esto era impensable…
Libertad para todos los presos políticos!
https://x.com/MariaCorinaYA/status/2018718343688028632 |
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02-03-26 panasonic
| Pdvsa bonds should be trading at 45 by now!! |
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02-03-26 victor
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02-03-26 panasonic
| Vic, going to Los Roques with her next week :-))) |
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02-03-26 victor
pana, we still haven't heard from you
//
Delcy Rodríguez nombra a la hija de Diosdado Cabello como ministra de Turismo en Venezuela
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02-03-26 spal
CRS
CARPENTER TECHNOLOGY
341.07 (+9.55%)
Added on intraday weakness ... this is a US command economy stock.
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02-03-26 pillz
Wall Street traders drove the S&P 500 down from near-record levels as chipmakers wiped out an earlier rally amid a rotation into more economically sensitive industries. Dip buyers paced a rebound in gold and silver after a historic selloff. The dollar halted its advance.
About 350 shares in the S&P 500 rose, but the index fell. Weighing on benchmarks was a drawdown in companies in the data-services space, following the release of an automation tool for the legal profession by artificial-intelligence firm Anthropic. Gartner Inc. lost around a quarter of its value, while Factset Research Systems Inc., S&P Global Inc. and Accenture Plc were all hit.
The Nasdaq 100 lost 1.1%. The Russell 2000 index of smaller firms added 0.8%. Walmart Inc. topped $1 trillion. A strong outlook from Palantir Technologies Inc. drove the shares up 5.9%. Advanced Micro Devices Inc.’s upcoming results will provide an update on its push to compete with Nvidia Corp. in AI.
The dollar fell after notching its biggest back-to-back advance since April. Treasury yields barely budged, with investors parsing the latest remarks from central bank speakers. |
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02-03-26 panasonic
Pilly, and sell Veni oil to India.
Putin left out of the party... |
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02-03-26 pillz
US Plans to Issue License for Companies to Pump Venezuelan Oil
https://www.bloomberg.com/news/articles/2026-02-03/us-plans-to-issue-license-for-companies-to-pump-venezuelan-oil?srnd=homepage-americas |
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02-03-26 spal
CRS
CARPENTER TECHNOLOGY
336.12(+7.96%)
===
Feels like institutional positioning - no news I can find.,
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02-03-26 spal
SpaceX's Orbital Data Center Constellation: On January 30, 2026, SpaceX filed with the FCC for up to one million solar-powered satellites to create a massive orbital AI data center network.
Axiom Space: Launched the first two dedicated orbital data center nodes to LEO on January 11, 2026, building on a 2025 ISS prototype (AxDCU-1) using Red Hat Device Edge for edge processing.
Starcloud: Backed by Nvidia and Y Combinator, this startup launched its first satellite in November 2025 with an Nvidia H100 GPU (100x more powerful than prior space GPUs) and trained the first AI model in space in December 2025.
A second satellite is slated for October 2026 with Nvidia's Blackwell platform and 100x more power generation.
They claim energy costs are 10x cheaper than on Earth, even factoring in launches, and envision massive setups like a 5GW data center with a 4 km² solar array in sun-synchronous orbit.
Google/Alphabet's Project Suncatcher: Partnering with Planet Labs, plans to launch orbital AI data centers by 2027, using solar-powered satellite clusters with TPUs and laser links.
Pilot tests expected in early 2027.
Other Players: Companies like Sophia Space, Blue Origin's Terawave, and Starcloud
===
All Grok - all in seconds - and if I bothered to research cooling I'd find that. Why people don't bother to research or answer their own questions is more the issue than a reliance on AI.
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02-03-26 spal
But how do you cool the processors in Space without air as a heat conductor?
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For example you have your answer in Grok. Why not also do the additional research. Of course if you don't like the answer don't meantion it.
I looked - there a host of heat transfer options besides convection ... than that leads to your next question ... how efficient are they ... again the answer are there.
I find that AI avoids me having to address the half baked blurtings of many people. You might be different, you might like this as it is more natural for you PT. |
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02-03-26 spal
Spal, your Hunt brothers answer reads like Chatgpt.
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Tell me does that make it wrong? I use AI all the time. In my case it mostly beats talking to people.
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02-03-26 leopardo
| Yes but leverage moves when price moves it's dynamic not static |
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02-03-26 pillz
| Leo 8 x leverage , not bad :-) |
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02-03-26 leopardo
If you choose higher leverage the knock out is nearer of course and viceversa.
You choose what you like depending on moment and asset. |
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02-03-26 pillz
you can choose leverage as you like ,,, I dislike the cost and Knock out
//
yes Leo but how higher the leverage how shorter the knock out ?? |
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02-03-26 leopardo
I mainly use them for Indexes and raw materials.
Not for stocks |
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02-03-26 leopardo
I also like that you can choose leverage as you like.
A lot of flexibility on that point. |
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02-03-26 leopardo
I like Unlimited Turbos (no expiry). I dislike the cost and Knock out but it's part of the game.
If you trade more liquid and less volatile assets the cost is reduced. |
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02-03-26 leopardo
I like Unlimited Turbos (no expiry). I dislike the cost and Knock out but it's part of the game.
If you trade more liquid and less volatile assets the cost is reduced. |
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02-03-26 pillz
Leo , I worked before a few years with turbos on some Belgian shares, and I don't like the knock out and the terminal time of those turbos ... and the cost of them..
in NYSE you have etf of GDXJ and GDX that make about 3 times the gold price , and JNUG that make the double of GDXJ , and if you work with shorting puts and calls you can profit from the time and the selling bonus, but of cause one must follow them daily and readjust if there are big moves , and if you sells put and calls the margin is ok |
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02-03-26 leopardo
I know pillz your strategy is better but you have to work it out and put a margin.
Turbos are pretty simple and you don't have to put margins on the table but you have KNOCK-OUT |
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02-03-26 pillz
| I have NO : Strike = Knock-Out , and I have only about 10% margin on those put and calls |
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02-03-26 patient-trader
| Spal, your Hunt brothers answer reads like Chatgpt. |
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02-03-26 pillz
ooops gold ;
4,918.85
+258.75
(+5.55%) |
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02-03-26 patient-trader
Re SpaceX and xAI Merger. So data centers will be in space, according to Musk. But how do you cool the processors in Space without air as a heat conductor?
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02-03-26 leopardo
Good Pillz still invested in Unlimited Turbo Gold
I managed to survide latest selloff
https://investimenti.bnpparibas.it/product-details/NLBNPIT322P1/ |
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02-03-26 pillz
gold:
4,886.50
+226.40
(+4.86%) |
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02-03-26 victor
PT, pretty interesting re germany.
also, pilsner maintaining its lead at almost 50% mkt share.
//
Las ventas de cerveza en Alemania se desploman hasta su mínimo histórico
Algunas de las razones de este descenso pueden ser el estilo de vida más saludable y sin alcohol que ha adoptado parte de la población
Las ventas de cerveza de las cervecerías y depósitos cerveceros alemanes se desplomaron en el 2025 hasta su mínimo histórico, con un 6% o 497,1 millones de litros menos que el año anterior, hasta alcanzar los 7.800 millones de litros, según la Oficina Federal de Estadística (Destatis). Se trata del mayor descenso en las ventas de esta bebida desde el inicio de la serie histórica, en 1993.
Por primera vez, el volumen de ventas de cerveza cayó por debajo de los 8.000 millones de litros, sin contar las cervezas sin alcohol, las bebidas de malta o la cerveza importada de países fuera de la Unión Europea (UE).
Además, se confirma la tendencia descendente a largo plazo del consumo de cerveza, ya que, en el 2025, las cervecerías y depósitos vendieron en total un 18,9% menos, es decir, 1.800 millones de litros menos que en el 2015.
Con respecto a los datos mensuales, también se observa en el 2025 el patrón estacional habitual: las ventas aumentaron notablemente en los meses de primavera y verano, mientras que volvieron a descender en otoño e invierno.
Algunas de las razones de este descenso pueden ser el estilo de vida más saludable y sin alcohol que ha adoptado parte de la población alemana, así como cambios en sus hábitos de consumo, a los que se les suma un envejecimiento general de la sociedad.
Por su parte, la Asociación Alemana de Cerveceros (DBB) señala en un comunicado que “la situación en el sector de la restauración sigue siendo preocupante, ya que muchos negocios no se han recuperado desde la pandemia”.
El director general de la DBB, Holger Eichele, también ha apuntado que este descenso en las ventas se debe a la disminución del gasto de los compradores: “Al igual que los minoristas y los restaurantes, las cervecerías están sufriendo los efectos de la enorme reticencia de los consumidores a gastar”.
De las ventas totales en el 2025, el 82,5% se destinó al consumo interno y estuvieron sujetas a impuestos, pero aún así disminuyeron en un 5,8% respecto del año anterior, hasta los 6.400 millones de litros.
El 17,5% restante (1.400 millones de litros) se vendió libre de impuestos, como exportaciones o la denominada “cerveza de empresa”, destinada al consumo personal o al de los trabajadores de la propia empresa cervecera, cuyas ventas también cayeron un 7% respecto al año anterior.
De esta cantidad, 798,5 millones de litros (un 1,3% menos) se destinaron a países miembros de la UE; 552,8 millones (un 14,2% menos) a países no miembros de la UE y 10 millones (un 7,2% menos) a los empleados de las cervecerías de forma gratuita como cerveza de empresa.
Por otro lado, las ventas de mezclas de cerveza con otras bebidas (como la limonada, los zumos y otras bebidas de sabores) también cayeron en 2025 un 5,2% en comparación con el 2024.
Por su parte, la DBB señaló que la cerveza Pilsner se mantiene como líder con casi el 50 % de la cuota de mercado, seguida de las lagers pálidas o cervezas rubias, con aproximadamente el 12%, y la cerveza sin alcohol, con un 9,5%.
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02-03-26 spal
Shipping’s regime logic:
Global trade resilience is orthogonal to CPI.
Shipping is both a scarce transport resource and a collateralized, duration-driven asset class.
Ships are hard to replicate, finite, and tied to global supply networks – this aligns with the “scarcity premium” theme under fiscal dominance. |
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02-03-26 savo
In my personal opinion people do not trust governments to provide currency.
They want to go back to the thing that had worked since 3500 BC to 1971.
Gold and silver have properties that make them unique as monetary metals. The universe has not given other options.
The issue is not why people want gold... that is very clear. The issue is why government insist in issuing currencies that people do not want.
Gold does not have to be explained... governments do.
What needs to be rationalise is the obsession of governments to create currency. |
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02-03-26 spal
PORTFOLIO LOGIC FOR A FISCAL-DOMINANCE / REPO-DRIVEN REGIME
Regime assumptions (explicit)
Persistent fiscal deficits >5% GDP
Treasury issuance skewed short
Fed unwilling to allow repo stress
Asset inflation tolerated; CPI politically managed
Liquidity migrates, not disappears
Tail risk = collateral confidence, not recession |
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02-03-26 spal
Portfolio logic for this regime
Regime assumptions
Persistent fiscal dominance
Periodic liquidity reflation
Asset protection bias
Negative real rates tolerated
Political hostility to “price inflation”, not asset inflation |
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02-03-26 spal
What gold is doing in this regime
Gold is not reacting to CPI. It’s reacting to:
Balance-sheet irreversibility
Sovereign debt monetization risk
Collateral credibility erosion
Central bank credibility decay
Gold is a confidence hedge. |
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02-03-26 pillz
gold,, now:
4,823.52
+163.42
(+3.51%)
good night |
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02-03-26 spal
Concerning the Hunts:
COMEX and the CFTC changed trading rules (Silver Rule 7) — restricting new long positions and increasing margin requirements.
These interventions made leveraged positions untenable, sparking massive selling and a crash on “Silver Thursday (March 27, 1980),” when the price fell ~50% in one day.
The Hunt brothers couldn’t meet margin calls and effectively went bankrupt.
These actions were driven by authorities and exchanges primarily to protect market integrity and prevent systemic collapse — not because “industrial users called politicians” in a literal sense. Regulators perceived the situation as posing broader financial risk |
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02-03-26 savo
pillz.. americans are incapable of understanding the perversity of its government.
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02-03-26 pillz
Make your choice :-))
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The dramatic movement in precious metals served as a reminder that emotion remains a driver of investor decision making, according to Mark Hackett at Nationwide. He notes that volatility is showing up in some surprising places at the same time that gold and silver are behaving more like “speculative trades” than safe havens.
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“Commodity price action is more about positioning shakeout of weak or leveraged hands than a change in the fundamental story,” said Darrell Cronk at Wells Fargo. “It’s a market to watch for vulnerabilities and extremes.” |
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