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02-27-26  spal

It is for me.

02-27-26  spal

I am sure that is a very interesting one for you Vic.

02-27-26  victor

spal, yes, it's good

02-27-26  spal

If you haven't you guys should digest Trump's last posting blacklisting Anthropic - I have not fully digested it yet ... I was too busy rolling on the floor laughing.

https://www.zerohedge.com/political/altman-pitches-pentagon-anthropic-alternative-wsj-drops-deep-state-concern-trolling-over

02-27-26  spal

... they are trying to "tell a story" that keeps inflation expectations anchored ... it is a game of "confidence" and I mean this as a double entendre.

02-27-26  spal

Savo also the rates that are in the hands of the central bank ... are not the most vital. Those rates are controlled by bond holders.

We know this.

02-27-26  spal

Savo ... central bank speak is probably worse than diplomacy speak ... perhaps Carib should advise.

"Forward Guidance" is never "We are telling you the future." rather it is "We are trying to manipulate your current behavior."

It is never, ever, the unvarnished truth.

02-27-26  savo

victor... that is true... he always says that he expects to achieve 2% "in two years"... and doesn't do anything abut it...

but when inflation rate moved a few bips below 2%... he reduced rates to zero...

that guy has been a calamity for the US.

02-27-26  victor

savo, whose expectations? if I may ask

his

02-27-26  savo

*US JAN. CORE PPI RISES 3.6% Y/Y; EST. +3.0%
*US JAN. PRODUCER PRICES RISE 2.9% Y/Y; EST. +2.6%


according to ignorant Powell ... inflation expectations are well anchored at 2%... he literally said that...

whose expectations? if I may ask

02-27-26  spal

CGEH

Capstone

Small jet engine like generators for power peaking and stability at data centers. Stock settled today. Bought.

02-27-26  carib

HOUSTON, Feb 26 (Reuters) - Venezuela's oil ministry has suspended 19 oil production-sharing contracts with private companies signed under the administration of President Nicolas Maduro, four sources with knowledge of the move told Reuters on Thursday.
The suspension has had no impact on the country's oil and gas output so far, the sources said. State oil giant PDVSA is selling the crude produced under the contracts while they are suspended, they added.

02-27-26  spal

*US JAN. PRODUCER PRICES RISE 0.5% M/M; EST. +0.3%
*US JAN. PRODUCER PRICES RISE 2.9% Y/Y; EST. +2.6%

*US JAN. CORE PPI RISES 0.8% M/M; EST. +0.3%
*US JAN. CORE PPI RISES 3.6% Y/Y; EST. +3.0%

02-27-26  spal

FRO:

Enjoy the gap up. The $1.03 dividend announcement will likely draw in income funds today. Target: $40.00+.

02-27-26  spal

Antimony Index

https://businessanalytiq.com/procurementanalytics/index/antimony-price-index/

I am likely to increase my PPTA position.

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