03-11-26 victor
Three days after Mojtaba Khamenei was proclaimed to have succeeded his slain father as Iran’s supreme leader, he has not appeared on video or in public nor issued any written statements.
One reason is concern that any communication could reveal his location and put him in danger, according to three Iranian officials speaking on condition of anonymity to discuss a sensitive subject in Iran.
But another factor is that Mr. Khamenei, 56, was injured on the opening day of the attack by Israel and the United States, they said.
The three Iranian officials said they were told by more senior figures in the government over the past two days that Mr. Khamenei had suffered injuries, including to his legs, but that he was alert and sheltering at a highly secure location with limited communication.
Two Israeli military officials said information gathered by Israel had also led the defense establishment to believe that Mr. Khamenei suffered leg injuries on Feb. 28, a conclusion they reached even before he was selected as the new supreme leader on Sunday. The Israeli officials spoke on condition of anonymity.
The full circumstances and extent of Mr. Khamenei’s injuries were unclear. |
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03-11-26 spal
Gemini said
The reports from the flight-tracking community, including MonkeyWerx, regarding the deployment of "nuke sniffers" in the Iranian theater are verified by multi-source OSINT.
The specific aircraft in question is the WC-135R Constant Phoenix, a highly specialized platform that has been tracked moving from its home base at Offutt AFB (Nebraska) to the CENTCOM Area of Responsibility (AOR) via RAF Mildenhall (UK) and Al Udeid (Qatar) as Operation Epic Fury escalated in late February and early March 2026.
What are "Nuke Sniffers"?
The WC-135R Constant Phoenix is essentially a "flying laboratory" designed for atmospheric collection. There are only three of these modernized "R" models in existence.
+1
The Hardware: It is a modified KC-135R tanker equipped with external "flow-through" pods and an internal compressor system.
The Mission: It uses specialized filters to trap radioactive particulates and high-pressure spheres to collect gaseous effluents (like Xenon isotopes) from the atmosphere in real-time.
The Operator: It is flown by the 45th Reconnaissance Squadron and staffed by technical experts from the Air Force Technical Applications Center (AFTAC), the primary US agency responsible for monitoring nuclear treaty compliance.
The Concern: Why are they there now?
The presence of a WC-135 during an active kinetic conflict like the current one in Iran signals three primary strategic concerns:
Verification of Strikes: Following the joint US-Israeli strikes on Iranian sites like the "Minzadehei" compound (Tehran) and facilities in Isfahan, the "sniffer" is used to determine if those sites actually contained fissile material. Analyzing the isotopes in the air allows the US to confirm whether a targeted facility was a research lab, a storage site, or an active weaponization plant.
"Dirty Bomb" and Tactical Nukes: There is high-level OSINT concern regarding Iran's potential use of a "dirty bomb" (conventional explosives wrapped in radioactive waste) as part of its Mosaic Defense. The WC-135 provides the only real-time theater-wide early warning system for such a release.
Fallout Monitoring: In the event of an accidental or intentional strike on a functional nuclear reactor (like Bushehr), the Constant Phoenix is the primary tool used to track the "plume" of radioactive fallout to protect US troops and Gulf allies. |
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03-11-26 spal
Savonarola :-))
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Yes the spirit of the colores has always been with us! |
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03-11-26 victor
named Savona from the fierce tribe known only by the name colores
//
Savonarola :-))
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03-11-26 spal
JOB - carries 20 cents per share in cash ... it is now under strategic review considering unsolicited offers ...
At 25 cents I see a double this year.
We or I shall see.
====
Activists like Star Equity (holds 5,4%) have argued that the market is essentially "ignoring" the platform and only valuing the cash.
If JOB generates $80M–$90M in revenue, a $60M Enterprise Value is only a 0.6x–0.7x revenue multiple. For a staffing firm, this is still a "value" or "distressed" multiple.
Because of the cash, the "downside" is historically protected at roughly $0.18–$0.20 (the cash value per share).
If you are playing for a sale, you are essentially betting that Roth (the advisor ... they are a rock and roll type outfit) can convince a buyer that the "platform" is worth more than the $6M–$10M "Enterprise Value" the market currently assigns it. |
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03-11-26 spal
Trump is essentially saying that the Iranians should put themselves in a position of accepting whatever terms the United States seeks to unilaterally impose, including the total dissolution of the Iranian state, plus sanctions, punishments, occupations and other humiliations.
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Yep - not wise. |
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03-11-26 spal
merchants began rejecting Roman coinage and instead demanded payment in either premium goods (like spices or silk) or in hard assets-- like gold.
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Leading the charge was a certain mercator named Savona from the fierce tribe known only by the name colores ... |
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03-11-26 spal
JOB
GEE GROUP INC
===
Position taken.
Situation potentially in play soon IMO. Resistance at 20 cents as this is the cash value. |
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03-11-26 savo
Historians have long noted that demands for unconditional surrender have worked to prolong conflicts rather than shorten them, leading to needless death on both sides. After all, Trump is essentially saying that the Iranians should put themselves in a position of accepting whatever terms the United States seeks to unilaterally impose, including the total dissolution of the Iranian state, plus sanctions, punishments, occupations and other humiliations. What government would accede to this? Very few would, which is why only very weak, small, and relatively unarmed regimes can be forced into accepting unconditional surrender after anything less than a protracted war.
Iran, however, is not weak, small, or relatively unarmed. And, geography is in its favor. Indeed, in an interview earlier this week, international-relations expert John Mearsheimer spoke at length about the likely outcomes of the US. “It is almost impossible for me to see how Israel and the US win this war,” Mearsheimer concluded, largely because the prospects for regime change—i.e., unconditional surrender—are extremely small. Moreover, in order to get the kind of regime change that Trump is talking about, any new regime would also have to be permanently aligned with the United States. That is, a new regime isn’t enough. It has to also be a regime that takes orders from the United States. Given the reality on the ground in Iran, Mearsheimer continued, any new regime will be hostile to the United States. This fact is hinted at in the fact the the new Ayatollah, who has now replaced the 86-year old Ayatollah Khamenei, is far more radical than the old one. For example, the older Ayatollah, assassinated by the US this week, was against nuclear enrichment and was a moderate. The new leadership is not.
Thus, Mearsheimer concludes that, in order to win this conflict, “All the Iranians have to do is survive.” The Iranians know that “unconditional surrender” means turning Iran into a perennial puppet state of the US regime. This is not something that governments—or even their subject populations—tend to accept without first engaging in a long war of self-preservation.
Not that the current administration will trouble itself with these sorts of details. Nonetheless, the reality of the situation means that so long as Trump actually sticks to a goal of unconditional surrender, it is very likely he is committing the United States to a lengthy war. |
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03-11-26 savo
is history repeating itself?
March 10, 2026
The Persian Sasanian Empire-- also known as the Empire of the Iranians-- had become a major problem for Rome by the middle of the 3rd century AD.
The Iranians were ruled by an extremely aggressive king named Shapur I who had little respect for the Roman Empire’s grandeur and authority. And with limited Roman presence in the Middle East, Shapur saw an opportunity to pounce.
From their capital in southwestern Iran, the Sasanids invaded west into Roman lands (modern day Syria and Turkey). And Rome’s 13-year-old emperor, Gordian III, personally led an army to repel his new enemy. But the Romans were vanquished, and Gordian was killed.
His successor, Philip the Arab, sued for peace and offered Shapur a tremendous amount of money to stop fighting. Needless to say, Shapur took the money… but continued the war.
By the year 260, the war was going very badly for Rome; their forces were depleted, their treasury exhausted, their supplies running thin. And at the Battle of Edesssa that summer, the Roman Emperor himself was captured by Iranian forces… and marched back to Persia as a captive.
This wasn’t necessarily THE singular moment that shook up the ancient world. Rome was already in deep trouble at that point-- and everyone knew it.
The Roman economy was weak. Inflation was kicking in to high gear. Political corruption was rampant. The once great empire that built extraordinary works of architecture and engineering couldn’t manage to get anything right anymore. It was embarrassing.
So, when news of the Roman Emperor’s humiliating defeat, capture, and forced march back to Iran spread across the ancient world, people probably just shrugged their shoulders and thought, “well that figures…”
Even just a century before, such news would have been met with disbelief. But by the third century, Rome’s extreme failures and incompetence had become normalized… almost expected.
One key impact was that foreign kingdoms-- most of whom happily traded with the Roman Empire to access its vast and relatively prosperous consumer market-- started to lose confidence in Rome… and Roman currency.
Rome’s primary silver coin, for example, had been debased from 98% silver purity during the reign of Augustus in the first century AD, down to just 15% by the middle of the third century.
Yet for more than two centuries, Rome’s foreign trading partners continued to use those heavily debased coins… simply because Rome had a large and terrifying army.
That’s easy to understand; when everyone believes you’re a military superpower, you can get away with some pretty outrageous currency dilution.
But that military defeat (plus the Roman Emperor being captured and marched back to Persia) shredded the perception of Roman invincibility. Suddenly the empire looked weak… and trading partners revolted.
Over time, merchants began rejecting Roman coinage and instead demanded payment in either premium goods (like spices or silk) or in hard assets-- like gold.
More importantly, because foreign merchants no longer wanted to use them, those Roman coins rapidly made their way back home… and the flood of currency back into the Roman economy caused yet another severe bout of inflation.
This is not a particularly unique story. The cycle of power, the rise and fall of empire, the loss of reserve currency status, is all too familiar in history. And it’s worth wondering if we’re witnessing the same cycle now.
Perhaps. Despite its challenges, I am and always will be rooting for America. And I’ve argued many times before that the US has a [narrow] window to escape the gravitational field of its fiscal black hole… to reassert the dominance of the US dollar… and to reestablish its place atop the global order.
It helps that the US economy is ridiculously innovative, that Europe keeps shooting itself in the testicles in the most inconceivable ways, and that China has its own extreme demographic and economic challenges. So, it’s still a jump ball from here.
But there is a distinct possibility that, like Rome in the 3rd century, America’s trading partners could rapidly move away from the US dollar. Again, I’m in no way rooting for this to happen. But some evidence is already in front of us.
The gold price is an obvious example. Gold isn’t some sh!t-coin or meme stock that suddenly became popular in a Redditt chat room.
Gold’s rise, as we have been predicting and reporting for years is because foreign governments and central banks have been losing confidence in the United States.
They saw an American president shake hands with thin air. They saw the humiliating withdrawal from Afghanistan. They saw the Treasury Department routinely freeze US dollar assets that were held by foreign countries. They saw eye-popping US budget deficits and a Congress unwilling to stop it.
All of this prompted foreign governments and central banks to reallocate just a tiny portion of their US dollar assets into gold. And just that tiny (few hundred billion dollars) reallocation caused gold to hit $5,000.
Frankly I think very few people really appreciate how much higher gold can go from here.
Foreigners are sitting on $40+ trillion in US “cash-adjacent” assets, like Treasury bonds, bank deposits, money market funds, etc. And if just a few hundred billion dollars pushed the gold price up to $5,000, what will happen if they invest, say, $4 trillion in gold? Even that would only be 10%.
After modeling with a few AI simulations, and a little help from JP Morgan’s analysts, a $10,000 gold price would entail foreign governments and central banks scooping up about 10,000 metric tons over the next few years.
Now, to be fair, this would be unprecedented. The highest annual central bank purchases reached 1,000 tons in 2024, so it’s literally never happened. Such a shift into gold would only occur if there were a key geopolitical shift signaling that other countries have truly lost all confidence.
That’s unlikely as long as the US is able to maintain military dominance. But it’s also why so much is riding on the outcome of Iran.
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03-11-26 amateur
Pana, destroying drone factories is not easy but not impossible, with massive intelligence. Indispensable components can also be targeted.
Was Iran not supplying those to Russia? There migh reflex in the UKR war… |
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03-11-26 spal
The U.S. Navy has refused near-daily requests from the oil and shipping industries for military escorts through the Strait of Hormuz since the start of Operation Epic Fury, the ongoing strike campaign against Iran, saying the risk of attacks is too high for now, according to sources familiar with the matter who spoke to Reuters.
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No big surprise ... maybe another tweet from Trump will do it ... |
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03-11-26 spal
Dr. Foad Izadi, prominent political analyst and professor at the University of Tehran, said Iran has the capability to close the Strait of Hormuz for “at least six months.”
➤
@IzadiFoad
said “the Strait of Hormuz will be closed for some time until some sort of an economic… financial solution is achieved.” He said Iran wants to be compensated for “all the damages that United States and Israel have done.”
➤ “The days of everybody enjoying cheap oil and Iranians suffering under sanctions, those are over.”
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I think they get it. |
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03-10-26 savo
tratan de "obtener un rédito político nacional, un beneficio electoral".
not true... as opposed to Ursula who only answers to satan... Orban and Sanchez have to answer to their electorates... in the case of Sanchez his electorate does not like Trump and in the case of Orban his electorate does not like Zelensky or the 2030 satanist agenda. |
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03-10-26 savo
confirmed.... the "good guys" are going after schools and hospitals...
The evidence that shows a US missile hit an Iranian girls’ school
Video footage suggests more than 150 pupils, parents and teachers were killed by a Tomahawk
https://www.telegraph.co.uk/world-news/2026/03/10/evidence-shows-us-missile-hit-iranian-girls-school/
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03-10-26 spal
Pakistan says it has launched a naval operation to protect its “energy lifelines.” In some ways expected: oil importing nations in Asia may step in protecting their own tankers.
(Importantly, Pakistan has a defense treaty with Saudi Arabia, and buys oil from the kingdom)
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03-10-26 panasonic
| Ursula reading colores obviously ;-) |
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03-10-26 panasonic
"Sure we can spare him Panas?"
Jeje, I'm not sure! Lol...
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03-10-26 carib
| PS:18$ per share is the threshold to force conversion of AMPX remaining warrants... |
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03-10-26 carib
SPAL: what next on AMPX?
not sure, but made some additional $$ today by selling very out of the money calls (never done that before).
selling options can be very risky, but not so if you hold the underlying security) |
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03-10-26 victor
spal, yes
//
pana :-))
Von der Leyen critica a Sánchez en privado y lo compara con Orban
Según cuenta El Mundo citando dos fuentes comunitarias, Ursula von der Leyen se ha quejado ante su círculo más estrecho sobre Pedro Sánchez. Según la dirigente comunitaria, cuando llega al Consejo Europeo con propuestas tiene que enfrentarse a "dos problemas": "Viktor Orbán y Pedro Sánchez".
La conservadora compara al primer ministro húngaro con el español porque ambos rechazan posturas europeas por la misma razón: tratan de "obtener un rédito político nacional, un beneficio electoral".
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03-10-26 spal
Vic - it shows what a panic they are in.
They have created a shit show^2 ... Wally would appreciate this one (RIP). |
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03-10-26 spal
Oh I got you now Vic ... clearly two great minds on the same wavelength ...
;) |
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03-10-26 victor
| spal, i know, i posted the same |
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03-10-26 spal
Vic - I was just reporting on what Chris Wright (the Energy Secretary in the US) did ...
https://x.com/clashreport/status/2031438494518637030?s=20
Clearly he is in a panic. |
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03-10-26 victor
pana, those who had the balls to buy vz real estate ~1 year ago..
//
Las expectativas de apertura en Venezuela alimentan los precios de los inmuebles
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03-10-26 victor
| spal, didn't see your post |
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03-10-26 victor
energy secretary Chris Wright = another one posting BS.
//
La Armada de Estados Unidos aún no ha escoltado a un petrolero a través del estrecho de Ormuz, dijo una fuente a CNN este martes, después de que el secretario de Energía de EE.UU. publicara y luego eliminara un mensaje en el que afirmaba que activos navales habían escoltado a un petrolero a través de esta vía marítima en disputa.
“La Armada de Estados Unidos escoltó con éxito a un petrolero a través del estrecho de Ormuz para garantizar que el petróleo siga fluyendo hacia los mercados globales”, escribió Wright en X sin ofrecer más detalles. El mensaje fue eliminado unos minutos después.
CNN se puso en contacto con el Departamento de Energía, la Casa Blanca, la Armada y el Cuerpo de la Guardia Revolucionaria Islámica (CENTCOM). |
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03-10-26 spal
U.S. Energy Secretary Chris Wright deleted a post on X that claimed the U.S. Navy had escorted an oil tanker through the Strait of Hormuz to keep global oil flowing.
Shortly after, a U.S. official told Reuters that the U.S. military has not escorted any ships through the vital oil route.
It is also unclear why the post was made in the first place.
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It is possible that these people are actually retarded. |
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03-10-26 spal
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03-10-26 spal
Send the most popular guy in EU, Sanchez!
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He's a brave leader ... sure we can spare him Panas? |
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03-10-26 panasonic
Spal, all masks off...no more Iran/Israel bullshit, real intentions have been revealed.
Want to recover enriched uranium before it's late? Send the most popular guy in EU, Sanchez! |
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03-10-26 spal
Watch for a deal with China/ India for a multinational energy condominium concerning Iran.
Then US attention switches to Cuba ... and then a Russian Ukraine deal ...
Art of the deal |
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03-10-26 spal
| Can you imagine if oil stays online in the Americas and offline in the Middle East. This tells me that some kind of grand bargain between Asian power and the US must be struck in the longer term to maintain hegemony over Iran and the Strait of Hormuz. I say Iran as Iran can take out the entire GCC if pushed. |
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03-10-26 spal
| It is still rising. Well done. What's next? |
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03-10-26 carib
My pet stock AMPX now above 18$ (costed 1,1$)
:-) |
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03-10-26 spal
| Have some PTEN stocks ... not huge position, but will move on increased US drilling activity which I think is a given. |
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03-10-26 spal
Still flying and enjoying life and Spain :-)
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Bravo! |
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03-10-26 spal
| Ruspan - agree on the farce of leadership - it is a problem. |
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03-10-26 ruspan
Desde el inicio de la invasión rusa en febrero de 2022 hasta marzo de 2026, el valor total del armamento y la ayuda militar que España ha enviado o comprometido a Ucrania supera los 2.700 millones de euros.
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03-10-26 panasonic
UN watchdog (this is not US)
https://www.google.com/amp/s/www.newsnationnow.com/us-news/iran-had-uranium-for-10-warheads-before-bombings-iaea-says/amp/ |
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03-10-26 panasonic
"All families with children in Spain to receive 200 euros per month per child from government
Government tries to combat child poverty"
No comments ;-)
https://www.majorcadailybulletin.com/news/local/2026/03/09/140789/all-families-with-children-spain-receive-200-euros-per-month-from-government.html |
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03-10-26 ruspan
Spal: "Now trade that." - Trading on Trump words is absolutely mindless, but you are right, people do it :-)
Listening to the Iranians, I bought some oil futures yesterday.
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03-10-26 ruspan
Victor: Nothing bad, just watching the world changing, and observing changes in Colores discurse, recalling how I told Pax US would attack Iran, some 10+ years ago :-)
Still following closely Ukraine, that we started to discuss when it was a developed industrial power.
Still flying and enjoying life and Spain :-) |
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03-10-26 victor
ruspan, 2 posts since july.
seriously?
what's going on? i hope nothing bad.
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03-10-26 panasonic
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03-10-26 ruspan
| The US spent 20 years and trillions of dollars replacing the Taliban regime with a Taliban regime. And Trump replaced Ayatollah Khamenei with a younger Ayatollah Khamenei in just nine days. The most effective American president in history. |
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03-10-26 victor
spal, right
and, as a result, get oil to drop. |
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03-10-26 spal
“Tell them the war will last 4 days.”
“Now tell them 5 weeks.”
“Good, now say at least until September.”
“Great, now say it’s very complete.”
“Now tell them it’s also just beginning.”
===
Now trade that. |
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03-10-26 savo
IRAN REJECTS TRUMP CLAIMS
Following NetanDracula's orders was fine until crude reached 100 ... had he doubled down it would have been the end of his presidency... Americans do not care about the Ayatollahs they care about gaz at the pump...
TACO means "let's get the hell out of here.. and then I see how I spin it"
in any case GOP will be swiped out at midterms... too many lies.
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03-10-26 spal
Spal, to keep leverage for negotiations vs hell gates wide open?
Or China trying to broker a ceasefire?
====
Panas - yes - Iran has much greater leverage than anticipated - like it or not.
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03-10-26 panasonic
| Spal, at this side of the pond, that could work for Cuba, they have no friends left anyway. |
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03-10-26 panasonic
Spal, to keep leverage for negotiations vs hell gates wide open?
Or China trying to broker a ceasefire? |
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03-10-26 spal
Meanwhile back at the ranch ...
The 2026 game plan for Cuba—dubbed the "Friendly Takeover" replaces the failed policy of isolation with a model of "Infrastructure-Led Integration." The strategy centers on using a total fuel blockade to trigger a managed collapse of the Communist Party (PCC) while offering a lucrative "offramp" to the military conglomerate (GAESA).
The Timetable: 2026
Q1 (Current): The Squeeze. Leveraging the Venezuelan intervention, the U.S. enforces a "Resale License" regime. Only fuel destined for the private sector is permitted, starving the state grid and military transport.
Q2: The Inflection. As blackouts reach 20+ hours and the "existential water threat" (similar to the GCC crisis) hits Havana, the U.S. activates "Operation Vigilant Sentry"to manage migration while initiating public "Transition Authority" talks with military moderates.
*Q3: The HTA Model. The establishment of a Hybrid Transition Authority (HTA). A U.S.-Chartered Development Corporation takes "custody" of strategic assets (Mariel, Antonio Guiteras) under a derivative sovereign immunity shield, prepping them for privatization.
Q4: Dollarization & Exit. Formal internal dollarization is legalized to stabilize the currency.
The Result: Cuba becomes a *High-Pressure Economic Protectorate
managed by Washington's capital, secured by a reformed FAR, and governed by U.S. statutory mandates—effectively annexing the economy while avoiding the immigration and sovereign debt liabilities of 51st statehood.
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03-10-26 spal
| I guess they don't have to - to get a settlement? |
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03-10-26 spal
| Panas - I still don't understand why they haven't started hitting the desalination plants harder. |
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03-10-26 panasonic
Spal, imagine for a moment if the sentence was:
"IRGC: Any Arab or European country that doesn't expel the ambassadors of Israel and America from its soil will be nuked". |
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03-10-26 spal
IRAN REJECTS TRUMP CLAIMS OF WAR PROGRESS, WARNS REGIONAL OIL EXPORTS COULD HALT
Iran dismissed Donald Trump’s statements suggesting the war is nearing completion and warned that continued U.S.-Israeli attacks
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Taco no bueno |
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03-10-26 spal
IRGC: Any Arab or European country that expels the ambassadors of Israel and America from its soil will, starting tomorrow, have full authority and freedom to pass through the Strait of Hormuz.
Whoops |
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03-10-26 victor
"I don't think the question of talking with Americans or negotiation with the Americans once again would be on the table," Iranian Foreign Minister Abbas Araghchi told PBS News Hour in an interview on Monday.
According to Araghchi, the US has soured the potential of future negotiations by repeatedly attacking in the middle of diplomatic talks - first last year in June, and then as the opening to Operation Epic Fury.
"This year, they tried to convince us that this time is different. They promised us that they don't have any intention to attack us," Araghchi said. "So I don't think talking with Americans anymore would be on our agenda anymore." |
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03-10-26 spal
He said the response from military officials was: “It’s more fun to sink them.
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Are they not juveniles? |
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