07-08-26 panasonic
Vic, they should be best friends, really!
One wants to deport all illegal aliens, and the other wants them all, can't find a more perfect relationship. |
|
07-08-26 victor
:-)))
Sánchez desvela una charla “muy cordial” con Trump, sobre fútbol y golf, pese a sus amenazas
“He tenido ocasión de poder intercambiar una charla informal con el presidente de Estados Unidos”, ha asegurado Sánchez este miércoles, al término de la cumbre. “Hemos hablado de fútbol, del Mundial en Estados Unidos, y ha sido una charla coloquial en la que en absoluto ha habido ningún tipo de tirantez, al contrario, todo han sido buenas palabras y amabilidad”, ha resaltado.
|
|
07-08-26 savo
Gold has been bearish for the past year
exactly since the war.
|
|
07-08-26 victor
| Desde Ankara, la delegación española ha respondido inmediatamente que recibe con “tranquilidad y normalidad” el último ataque de Trump. Fuentes de Moncloa insisten en que España “mantiene una magnífica relación social, cultural y económica con EE.UU. y no es nuestra intención que eso cambie”, pero eso sí, recuerda a Trump que su país tiene superávit comercial con España, que las competencias de comercio las tiene exclusivamente la Comisión Europea —como ha recordado en varias ocasiones el Ejecutivo comunitario— y que “los vínculos económicos los tejen las empresas privadas, no los gobiernos”. |
|
07-08-26 victor
|
07-08-26 victor
let's see if dt has the balls to do it
//
El presidente de Estados Unidos, Donald Trump, ha vuelto a la carga contra España. En declaraciones al llegar a la cumbre de la OTAN en Ankara junto al secretario general de la OTAN, Mark Rutte, el republicano se ha ensañado con España al repasar las afrentas de los aliados contra Estados Unidos al no secundarle en su ofensiva contra Irán. El magnate ha sido especialmente duro: ha asegurado que no ha hablado con Madrid sobre Irán porque es “una causa perdida”, “mala gente” y un “terrible” aliado de la OTAN y ha ordenado cortar “todo el comercio y las visitas” con España, pese a que se trata de una competencia de la Comisión Europea.
“Ya no queremos hacer ningún tipo de negocio con España. Me gustaría que se acabara con eso. España es un socio pésimo en la OTAN. No participan, no pagan. No quiero tener nada que ver con España. Cortad todo el comercio con España, por favor, incluyendo las visitas”, ha asegurado Trump, sentado junto a Rutte en el complejo presidencial de Ankara, donde se celebra la cumbre.
|
|
07-08-26 spal
| Gold has been bearish for the past year. Essentially corrected hard. |
|
07-08-26 spal
|
07-08-26 spal
| Tech ... feeling flabby here |
|
07-08-26 spal
Danaos Corporation (NYSE: DAC) is executing a pivot from a pure-play containership lessor into an architect of the transpacific "energy bridge" from North America to Japan.
Backed by an unprecedented container boom—yielding a $4.1 billion multi-year charter backlog and leaving 79 of its 86 vessels completely debt-free—CEO Dr. John Coustas is utilizing a $1.25 billion liquidity to capture long-term, secular macro trends.
The strategy anchors on a $50 million development equity investment in the Alaska LNG project, positioning Danaos as the preferred operator for at least six upcoming LNG carriers.
By bypassing the congested, drought-vulnerable Panama Canal, the Pacific-facing Alaska corridor slashes voyage times to Japan to just 7–9 days.
This secure, non-contiguous supply chain provides vital energy security for Tokyo as Middle Eastern geopolitical instability pushes regional war risk insurance premiums to an extreme 2.8%. |
|
07-08-26 spal
| DAC ...DANAOS CORP ... highlight how strategic the "energy bridge" that they are building to Japan from North America is now ... |
|
07-08-26 spal
| FECCF ... climbing the wall of worry now (after paying out 50% of it value in cash recently) ... remaining infrastructure biz significantly undervalued. I have added and will buy dips. Schpal thing ... |
|
07-08-26 panasonic
| Spal, yes uncharted territory this memory "drama", take out the last A and buy calls. |
|
07-08-26 savo
|
07-08-26 savo
victor...
and having protection against prosecution...
given that congressmen are all thieves... they need that protection...
so nobody goes own their own free will.
crude was going down...too much one could say... what do they do? re initiate the war with Iran.. friends and family privy to that decision made today a few hundred million dollars. |
|
07-08-26 victor
the results of gerontocracy + and not having term limits
//
Mitch McConnell, Joe Biden and the growing epidemic of politicians hiding health problems
There was a national reckoning after the 2024 presidential campaign about federal officials — Joe Biden and his White House, specifically — hiding important health information from the public.
But the hiding hasn’t stopped. If anything, it appears to be getting worse.
Increasingly, some very high-profile public officials seem to have concluded that constituents and the broader public simply aren’t entitled to basic information explaining lengthy absences from their jobs. And their staffs are enabling them.
Republican Rep. Tom Kean of New Jersey recently returned to the House after spending more than 100 days away with no explanation at the time, ultimately citing depression. Now, questions are building about the also-mysterious and now-weekslong absence of GOP Sen. Mitch McConnell of Kentucky.
The former Senate majority leader has been missing from the chamber since being hospitalized on June 14. But his office has repeatedly declined to say why he was hospitalized, including when reached by CNN on Tuesday. |
|
07-08-26 savo
|
07-08-26 victor
savo, eric trump posted this
//
Eric Trump
Thrilled to announce American Bitcoin crossing the 8,000 BTC mark! 🇺🇸
Even with crypto market volatility, I want to reiterate how we continue to differentiate ourselves, mining at a 52% profit margin in Q1 and continually adding to our treasury, all while maintaining one of the lowest SG&A ratios in the industry
The stacking continues. |
|
07-08-26 spal
While Samsung's chip division is running 50% margins selling $145 LPDDR5X modules to data centers, those identical high prices are actively cannibalizing the rest of the global tech economy. High memory costs are eating the margins of server builders, smartphone divisions, and PC manufacturers.
The market is realizing that memory has become an economic tax on the rest of the tech ecosystem—sparking a broader sector rotation out of hardware and semiconductor equipment suppliers (like Applied Materials and SK Hynix, which both plummeted alongside Samsung.
Samsung = Samsunk |
|
07-08-26 spal
The fact that the stock is falling in Seoul on the heels of the single greatest structural earnings print in East Asian corporate history tells you everything you need to know about where we are in the market cycle.
The AI hardware trade is flashing signs of being short-term overbought, and the market is undergoing a brutal "sell the news" reset ... |
|
07-08-26 spal
First Squawk
@FirstSquawk
·
1m
SOUTH KOREA'S KOSDAQ INDEX FALLS 4.1%
===
Maybe Samsung ... not so good Panas ... |
|
07-08-26 spal
| Early reports from Iranian state-backed news outlets are now saying that Iran has targeted Bahrain, specifically the U.S. Fifth Fleet Headquarters there, in retaliation for U.S. retaliatory strikes on key military infrastructure across Southern Iran. |
|
07-08-26 spal
TAMPA, Fla. — U.S. Central Command (CENTCOM) forces completed a new round of offensive strikes against Iran, July 7, hitting over 80 targets with precision munitions as an immediate response to Iran's latest attacks on commercial vessels transiting the Strait of Hormuz.
U.S. forces struck Iranian air defense systems, command and control networks, coastal radar sites, anti-ship missile capabilities, and more than 60 Islamic Revolutionary Guard Corps small boats in and near the strait to degrade Iran’s ability to continue attacking international commerce flowing through the international trade corridor.
Iran recently attacked three commercial vessels transiting the strait including Marshall Islands-flagged M/T Al Rekayyat, Saudi Arabia-flagged M/T Wedyan, and Liberian-flagged M/T Cyprus Prosperity. The unwarranted aggression by Iranian forces is a clear and dangerous violation of the ceasefire and undermines freedom of navigation.
CENTCOM forces remain postured and prepared to hold Iran accountable when the agreement is not adhered to or obeyed. |
|
07-07-26 carib
| Victor: I do not think the US envoys ever met Khamenei jr. |
|
07-07-26 victor
El Mayo Zambada acepta la condena a perpetua en EE.UU. pero pide que se contemple el cuidado de su salud
CNN Español
—
Ismael “El Mayo” Zambada, fundador del Cartel de Sinaloa, aceptó su condena a cadena perpetua en Estados Unidos pero pidió no ser enviado a una cárcel de máxima seguridad y que se garantice el cuidado de su salud, según un escrito presentado este lunes por sus abogados ante el tribunal federal de Nueva York que lleva su caso, al que CNN tuvo acceso.
Zambada García se declaró culpable “plenamente consciente de que la consecuencia será una sentencia obligatoria de cadena perpetua. Acepta este resultado y no solicita al tribunal que lo condene fuera de la ley”, dice la carta que los abogados entregaron al juez Brian M. Cogan, de la Corte Federal para el Distrito Este de Nueva York.
|
|
07-07-26 victor
The US on Tuesday launched new strikes against Iran and reimposed sanctions on Iranian oil sales in retaliation for a series of attacks on commercial ships near the Strait of Hormuz.
In a statement posted on X, US Central Command said its forces had “begun launching a series of powerful strikes against Iran to impose heavy costs for targeting and attacking commercial shipping crewed by innocent civilians in an international waterway.”
“The U.S. strikes are in response to Iranian attacks on three commercial vessels that were transiting the Strait of Hormuz,” the statement said. “Iran’s demonstrated aggression was unwarranted, dangerous, and a clear violation of the ceasefire.”
The statement came soon after the US reimposed sanctions. Collectively, they marked one of the most significant challenges to the fragile ceasefire between the US and Iran. The economic move, in particular, eliminated one of the central concessions made to the Iranian regime in exchange for its reopening the Strait of Hormuz.
“Iran will only reap benefits if they exhibit good behavior,” a US official said in a statement. “Iran’s actions in the Strait were wholly unacceptable to the United States and will be met with consequences.” |
|
07-07-26 victor
| carib, wasn't the usa negotiating with mojtaba?? |
|
07-07-26 savo
victor..the UST bailing out Baron?
|
|
07-07-26 panasonic
| Congrats Argentina for a spectacular comeback!! |
|
07-07-26 victor
savo, why is btc up, 64k, after saylor said he's selling btc?
|
|
07-07-26 carib
| PS: if the US had not convinced Ukraine to give up her nukes.. this war would have never started. a fact, I believe. |
|
07-07-26 carib
Savo: having noted that this is the kind of discussion that usually goes nowhere.. just looking at a map, you can verify NATO reached the borders of Russia long time ago (baltic countries and Norway) and now that border became much longer after Putin convinced Finland to join NATO.
Problem is that under Trump Nato is no longer clearly an alliance.
Putin has the big historic merit of transforming a sclerotic communist state into a vital one, but only to lead it into bad companies and a pointless war, turning Moscow into a vassal of Beijing.
Maybe better go back to Veny bonds, that are not doing so well recently..
|
|
07-07-26 savo
pt... Russia would be able to threaten bordering NATO countries and hold these hostage
i think you have it backwards... NATO would be able to threaten Russia if Ukraine joins it...
This war started because Nato wanted to reach the Russian border...
Food prices are of no relevance to the European and American satanist elites. |
|
07-07-26 panasonic
| Spal, Samsung report was very good, I would say buy the dip. |
|
07-07-26 carib
| Savo: aid to Ukraine clearly is the most effective form of defence spending Europe has available. |
|
07-07-26 carib
|
07-07-26 carib
| Victor: we do not know if the fellow is alive, we do not know if he is disfigured, we do know the regime does not want to see him dead. |
|
07-07-26 spal
Chip-wreck 2.0
MU -8%
SNDK -12%
ORCL -3.5%
CRWV -7% |
|
07-07-26 panasonic
"they would control a large part of the global food supply."
Search no more, this is why Chinese envoy to EU said clearly: "China can't afford a Russian defeat", obviously...same as Hormuz, key to their long-term plan, smart people, not one Chinese soldier has been killed. |
|
07-07-26 patient-trader
Savo, the alternative is worse: If Ukraine would be under Russian control they would control a large part of the global food supply. We have already seen prices skyrocket when the Ukrainians could not export via the Black Sea. Also, Russia would be able to threaten bordering NATO countries and hold these hostage.
|
|
07-07-26 savo
pt.. and how is that good? Do you really think Russia assisted by China will give up?
And how do you expect Europe to pay for Ukraine's bombs and drones other than QE, borrowing.. taxes... inflation...etc..? |
|
07-07-26 victor
|
07-07-26 patient-trader
https://www.themoscowtimes.com/2026/07/06/ukraine-strikes-russias-largest-oil-refinery-in-western-siberia-a93177
Beautiful, the Russian Omsk refinery has been finally hit. Over 2000km away from Ukraine. |
|
07-07-26 pillz
US Loses to Belgium in World Cup Match Marred by Controversy
https://www.bloomberg.com/news/articles/2026-07-07/belgium-ends-us-world-cup-run-in-shadow-of-fifa-controversy-over-balogun?srnd=homepage-americas |
|
07-07-26 victor
| carib, in your op, why didn't mojtaba attend the funeral? |
|
Board
