07-13-26 carib
| Will the oil barrel price stay high until mideterm? |
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07-13-26 carib
| Predictions of Senate control after mid term (besides the ranting)? |
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07-13-26 panasonic
Vic, if a democrat right now opposes the gang he/she are tagged of hidden republicans, facists and served for lunch.
Sounds familiar? |
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07-13-26 panasonic
| Vic, I wish could share your optimism :-)) |
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07-13-26 victor
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07-13-26 panasonic
Vic, best chance to survive is merging, but yes leftists "say" they defend people's interests.
Free markets won't survive once Mamdani gang takes the W/H. |
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07-13-26 victor
States Sue to Block Paramount-Warner Bros. Merger, Defying DOJ
A coalition of 12 states filed an antitrust lawsuit on Monday to block the merger of Paramount Skydance and Warner Bros., defying the Department of Justice, which approved the deal last month.
The coalition, led by California Attorney General Rob Bonta, alleges that the $111 billion transaction violates the Clayton Act by lessening competition in three distinct markets: wide-release theatrical distribution, “top-grossing” theatrical distribution, and basic cable licensing.
“The unlawful merger of these two entertainment behemoths would lead to higher prices, lower quality, and less content for film and television, harming movie theaters, basic cable distributors, and ultimately, audiences on every sofa and movie theater seat in the U.S.,” Bonta said in a statement on Monday.
The suit argues that the combined company will control 27% of the wide-release theatrical distribution market, 30% of the submarket comprising “anticipated blockbuster films,” and 27% of the basic cable bundle. The states argue that such consolidation will harm theaters and cable and satellite providers that rely on competition among distributors.
Paramount and Warner Bros. are two of the five remaining legacy studios. Together, all five — including Disney, Sony and Universal — control 86% of theatrical distribution and 90% of blockbuster distribution, the states said. Warner Bros. and Paramount are also the second- and third-largest basic cable distributors, respectively.
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07-13-26 panasonic
| Carib, pause after first attack opened doors for a large scale purge, now the only door left is Xi, me see zero pressure on him, brilliant. |
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07-13-26 victor
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07-13-26 carib
| Former Iranian president Mahmoud Ahmadinejad is under house arrest by the Islamic Revolutionary Guard Corps’ intelligence arm after Iranian authorities uncovered a significant portion of his contacts with Israel, The New York Times reported on Monday, citing four senior Iranian officials. |
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07-13-26 panasonic
"extraordinary how China"
And media only focused on the micro-political aspect of conflicts, losing completely the wider picture.
Now, for conspiracy theorists like us, is this ignorance or serves to their bigger purpose of getting the votes to perpetuate in power? like happening in EU. |
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07-13-26 savo
extraordinary how China without firing a single shot is managing to have US and EU military stocks depleted using Iran and Russia as a proxy.
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07-13-26 savo
| or is it that they do not have the money to replenish the military stocks? Considering that taxes have not been raised how is the US paying for this war?.. more debt? and who is buying that debt?.. the FED? |
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07-13-26 savo
| now we know why the Satanist States launched this war. |
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07-13-26 carib
| Is it a message to Beijing? |
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07-13-26 spal
Trump announces that the blockade of Iran has resumed.
The US will also now charge a major 20% toll to any vessels crossing the Strait of Hormuz. |
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07-13-26 savo
my argument some time ago... they are printing like mad to contain precious metals and commodities prices through the futures market...which is not the real physical market.
Asia will continue taking delivery... and one day the whole fantasy will be exposed and collapse.
As Bernanke said that subprime was "contained"... the same thing will say Warsh about commodities. |
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07-13-26 spal
Enter the doomsters on X now emboldened:
🏴☠️
@calvinfroedge
If you want to know why people like me are so salty and seemingly happy that the world is headed off a cliff due to the Iran conflict, it's because they suppressed every free market mechanism that would have prevented a crisis and in doing so made a crisis all the more certain |
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07-12-26 carib
Sen. Mitch McConnell on Sunday revealed for the first time that a fall led to his hospitalization, breaking the silence about his condition after weeks of mounting speculation about the Kentucky Republican’s health.
MAGA conspiracy theorists are arguing McConnell has actually been dead for some time..
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07-12-26 carib
| The natural limits of gerontocracy.. |
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07-12-26 carib
| Graham’s office said the District of Columbia medical examiner made preliminary findings that the senator died of an aortic tear due to arteriosclerotic cardiovascular disease. |
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07-12-26 victor
carib
Emergency personnel responded to a call for "cardiac arrest" at Graham's Capitol Hill home on Saturday night, NBC reported, citing police scanner audio. |
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07-12-26 panasonic
| Carib, hard to speculate on such things, but true, all as you posted. |
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07-12-26 carib
Graham had just returned from Kyiv, where he met Ukrainian President Volodymyr Zelensky on Friday. There were no known health concerns ahead of his trip.
Trump told NBC News that he had spoken with Graham |
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07-12-26 carib
| Panas: just surprised by the news. He was standing for re-election, and was travelling until a few days ago. I have no info. |
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07-12-26 panasonic
"I would say it can pay 6 bn initially.. more over time..."
Savo, If they tap markets with new debt, how much in the first round in your opinion? |
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07-12-26 panasonic
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07-12-26 carib
| Lindsay Graham suddenly dies a day after steering the bipartisan agreement on new Russia sanctions.. |
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07-12-26 Merlino
...and confirmation of compliance with the IMF
debt-sustainability parameters.
..............
I wonder what the IMF will say in the case of Veni.....they say they are out of this bz for the time being however I suppose they will also be called "confirm" sustainability |
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07-12-26 savo
i agree leo... but ethiopia gdp is what it is and will not change much in real terms over the next 20 years.
Veni gdp today is the consequence of chavism, sanctions and an earthquake...but it is not tomorrow's gdp without sanctions and with oil production at full throttle.
Veni's debt does not have to pay its debt today... not even tomorrow... all it has to do is service that debt and as the market re-opens over time... refinance the principal while repaying some.
So...how much interest can veni pay per annumm...?
I would say it can pay 6 bn initially.. more over time...
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07-12-26 leopardo
| Ethiopiam debt is about 45/50% of GDP different from Veny Savo.. |
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07-12-26 savo
context:
Ethiopia has reached an agreement in principle (AIP) with the Ad Hoc
Committee to restructure the $1bn 2024 Eurobond.
• The proposal has received a no-objection from the Co-Chairs of the Official
Creditor Committee (OCC) and confirmation of compliance with the IMF
debt-sustainability parameters.
• The exchange proposes swapping the defaulted 2024s into new 2029s with a
12% nominal haircut and the new-money warrant, which provides the right to
subscribe to the future eurobond issuance at pre-agreed terms.
We estimate recovery levels from the 2029s alone could be ~106-107pts with the rest of
the upside coming from warrants. We expect the proposed 2029s to trade at a 6-7% yield
post the exchange, i.e. at similar levels to its African peers (Figure 2We estimate the proposed Ethiopia 2029s to trade at around 6-7% yields similar to its Africa pers ). Note that given its
staggered amortisation profile, the average life of this bond will be less than 2y, similar to
Ghana 2029s, which means the bond could trade at the tighter end of the 6-7% range. Given
this, the 2029s could trade at ~108-110pts in price, which puts the implied recovery level of
2024s at ~106-107pts from 2029s alone (Figure 3We estimate the implied recovery from the 2029s alone to be ~106-107pts with warants providing further upside ). As the 2024s are trading at ~109pts, we
estimate markets are pricing the warrants at ~2-3pts. |
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07-12-26 spal
BREAKING: Initial reports of direct impacts at the US Al Udeid Air Base in Qatar and Al Dhafra Air Base in the UAE, following the Iranian attacks.
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