Administration
   

beta version
Singapore
02:50 PM
   Tokyo
03:50 PM
   Pattaya
01:50 PM
   Moscow
10:50 AM
   Istanbul
09:50 AM
   Frankfurt
08:50 AM
   London
07:50 AM
   Rio de Janeiro
03:50 AM
   New York
02:50 AM
Memberlogin
Did you forget your password?
Register for a membership!
Click for the CKC Bonds Survey.
       
Discussion Board (Corporates)

 Board

 Write new posting

 Read old postings (archive)

 Read your postings


Last 50 Postings | Last 100 Postings


12-11-25  savo

carib.. say the US continues stealing vessels that transport veni oil... say veni oil exports go to zero... THEY'VE BEEN THERE ALREADY!!!!

and you knoe nothing happened... the regime has money in foreign currency abroad in banks within friendly regimes or in cryptos enough to continue funding repression if necessary.

The only ones that will suffer are the people of venezuela IN Venezuela.


12-11-25  carib

Further direct interventions by the U.S. are expected in the coming weeks targeting ships carrying Venezuelan oil that may also have transported oil from other countries targeted by U.S. sanctions, such as Iran, according to the sources familiar with the matter who declined to be named due to the sensitivity of the issue. (AP)

12-11-25  carib

from same source:
The Maduro Regime Survives on Illicit Flows The Venezuelan state is no longer funded by its formal economy. Its repression is financed by narcotrafficking, black‑market oil, illegal gold, weapons, and human trafficking.
As the Nobel stated: "Cutting these flows is the mortal blow." Just as Cuba depended on the USSR, Maduro depends on international illicit networks.
Financial asphyxiation produces implosion, not explosion.
A siege shifts the strategic terrain, reduces political costs, and forces internal fractures. Kennedy defeated a nuclear superpower without firing a shot. The same mechanism can dismantle a criminal hub without a single brigade crossing a border. The strategic key remains unchanged: do not attack where the enemy is strong, but where it is structurally weak.

12-11-25  carib

From an old Colores..

The recent statement by the Nobel Peace Prize laureate — “Venezuela has already been invaded… it has become the criminal hub of the Americas” — fundamentally reframes the issue. In my new article, I argue that the solution is not invasion, but strategic siege, inspired by Kennedy’s 1962 Doctrine: closing airspace, maritime routes, and land corridors, and cutting the illicit flows that sustain the regime.
Siege, not war, is the decisive blow.

12-11-25  carib

Savo: clepto-dictators seldom leave power voluntary.
They are killed, defeated, ousted, or just die.

12-11-25  carib

Savo: did you buy gold in 2000?

12-11-25  spal

RKLB (Rocket Lab) lifting significantly ... Musk has ignited the space tech sector for now with the talk about an IPO for SpaceX.

12-11-25  savo

leo..rumors are that Maduro offered Trump a very simple and viable deal, "lift all sanctions and I leave in 3 years".

It was rejected upfront by DT.

I suspect Maduro made the same offer 6 years ago... Had DT accepted it in 2019... Venezuela would be free by now, producing 5 MM barrels of oil and our bonds would at 100...

I hope history does not repeat itself and in 2030, whoever is president in the US, does not have to regret DT making the same mistake twice.


12-11-25  savo

I wonder how did the S&P did relative to real estate in St Martin or St Moritz.

12-11-25  savo

carib..

on the 5th of Jan 2000 the S&P was 1,470

one once of gold was at 280 dollars.

It took 5.25 ounces of gold to buy 1 S&P


Today the S&P is at 6,901 and an ounce of gold is at 4,274.

It takes 1.61 ounces of gold to buy 1 S&P.


Despite several QEs and successive bailouts... the S&P has been in a bear market for over 25 years when measured in real money.

12-11-25  carib

Gold up again..

12-11-25  carib

Colombia not a credible long term solution, IMHO.. even if possibly Maduro is entitled to Colombia nationality.
Petro's time ends next year.

12-11-25  carib

Rosa Yolanda Villavicencio, canciller de Colombia, dijo que si el presidente de Venezuela, Nicolás Maduro, llegase a salir de su país para una transición en el poder, Colombia le ofrecería protección.(CNN)

12-11-25  leopardo

You are right Carib.
Let’s say probability percentuale-wise is good

12-11-25  carib

"venezuela" and "reasonable" in the same sentence might be odd..

12-11-25  leopardo

It seems pretty reasonable but we never really know...

12-11-25  carib

Leo: hope so.

12-11-25  carib

Savo: my guess is the "trump platinum card", if appropriate enabling legislation is ever passed, could be a gadget for billionaires, as a sort of "just in case" insurance.
Does not make much sense for the ordinary millionaire, because it is expensive, price/quality of life is not that good in the USA, if one does not plan to move the center of interest in the USA it makes little sense, and if your family does not really like the obligation of traveling abroad at least 90 days a years it is not comfortable.
The "gold card" looks like an extortion.

12-11-25  leopardo

Carib I frankly don't know when, but this time, I think that the end of Maduro is reasonably certain.


12-11-25  carib

Savo: Cuba libre!
:-)

12-11-25  savo

https://edition.cnn.com/2025/12/10/politics/trump-gold-card-1-million-dollar-visa

12-11-25  savo

Trump admin previews ‘platinum card’


The website also previews that a “Trump Platinum Card” is coming soon and invites foreign nationals to add their names to a waiting list. For $5 million dollars, the administration promises that eligible applicants will be able to “spend up to 270 days in the United States without being subject to U.S. taxes on non-U.S. income.”

“Foreign nationals can sign up now and secure their places on the waiting list for the Trump Platinum Card. When launched, and upon receipt of a $15,000 DHS processing fee and $5 million contribution, they will have the ability to spend up to 270 days in the United States without being subject to U.S. taxes on non-U.S. income,” the website reads. 

The site does not specify when the platinum option will be available.

12-11-25  savo

carib..

US pressure on Veni over the last 10 years, it started with OBAMA, (sanctions, default, financial isolation, and now gun boat diplomacy and outright caribbean piracy) has not produced the expected political change. Instead of revising the policy the cuban renegades doubled down at every turn making the life the people of venezuela more miserable than before

For me the discussion ends there... as they have not been able to produce the result in a relative short period of time without harming innocent bystanders.

I detest the Veni opposition because they support those actions form their luxurious flats in Madrid, Miami and NY financed by the money stolen from Citgo, USaid and Monomeros.

That does not make me pro-cuban or pro-Maduro.

12-11-25  carib

Savo: same person can be called "terrorist" or "freedom fighter", depending on which side one is on, and which opinions he holds.
Here the parameter should just be bond prices: they go up when there is an hint Trump ramps up military pressure.
If we go back to "cubanisation".. our money is lost.
I hope there is a regime change.. in Habana.

12-11-25  savo

QE is back.. as expected...

Fed says it will start technical buying of Treasury bills to manage market liquidity

https://www.reuters.com/business/finance/fed-says-will-start-reserve-management-treasury-bill-buying-2025-12-10/


the "technical" reminds me of "transitory".. "Symmetrical" and other Fed BS

12-11-25  savo

The oil tanker seized by the US

should read...

The oil tanker ROBBED by the US...

Help & Support