08-25-26 savo
PT.. i presume you agree with Zelensky's recruiting techniques..
When the war in Ukraine is finally over, with half the country dead or maimed, Volodymyr Zelensky will have sold out his country and will end up living in Miami with billions in the bank.....
https://x.com/themarketsniper/status/2092341869116014788
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08-25-26 amateur
"Xi Signals Defiance as US Threatens Sanctions for Iran Support" (Bloomberg)
China will continue to trade with Iran, turning it deeply into chinese vassalage.
The current manager of America's decadence will of course do nothing about it...even if he would understand it.
I am rereading Gibbon's Roman Empire masterpiece, or rather rehearing it in audible in my car trips. Superb reader. |
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08-25-26 panasonic
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08-25-26 spal
| At some point ... probably by summer 2027 infrastructure funds like Macquarie will pile in. |
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08-25-26 spal
| If I had family office kind of money I would make an offer for it all ... but I do what I can. Early in 2027 an Excelerate Floating Storage Regasification Unit (FSRU) docks at the port they own in Cartegena and begins delivering natural gas ... Colombia is in chronic deficit (thanks to Petro). |
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08-25-26 spal
I am carrying a large FECCF position (subsidizing it and buying dips) Long story, but there is no real current market for this stock but it will cash flow c. $1.15 per unit on a 12 mth forward basis and this will compound at 15% p.a. Current cash yield is 19.4%.
I can't pass it up as it is nearly as good as my real estate and I work at that ...
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08-25-26 spal
| URA a good one for this. Trail a stop. I am still adding to Uranium positions ... but I know no fear. |
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08-25-26 panasonic
"but what would you think about monitoring the jewish population in the USA and EU?"
Indeed, same done in China.
Simply said, if a Rabbi says we'll covert USA in Jewish land and convert everyone to Judaism, put him on the first flight to Tel Aviv, I pay the one-way ticket. |
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08-25-26 panasonic
| Spal, thanks for sharing, only URA for me. |
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08-25-26 spal
USIO
USIO INC
Adding (this one not Uranium) |
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08-25-26 spal
Shares of uranium and nuclear-related companies are trading higher, possibly in response to Ontario Premier Ford's recent statement that Canada should cut the U.S. off from high-grade nickel and refined uranium produced in Ontario. The commodity has reached a seven-month high.
12:23 PM CDT, August 25, 2026 |
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08-25-26 spal
EU
ENCORE ENERGY CORP
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1.390.15 (+12.10%)
Anything with Uranium in the name flying
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08-25-26 spal
Russian President Vladimir Putin chaired a high-level government meeting on nuclear development. Rosatom CEO Alexey Likhachev formally announced that Russia is commissioning 38 new nuclear power units (adding ~30 GW of capacity across Siberia, the Urals, and the Far East), while simultaneously managing 28 active international builds across 9 partner nations.
The rally is a "squeeze from both ends": Russia and Kazakhstan are diverting physical supply into Eastern reactors and Rosatom pipelines, while the US Department of Energy and Western utilities are actively buying up all available domestic/allied supply to replace banned Russian imports before legacy contracts roll off. |
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08-25-26 spal
URA
Global X Uranium ETF
48.29(+5.69%)
The bellwether ETF
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08-25-26 spal
UUUU
ENERGY FUELS INC
16.055(+7.90%)
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08-25-26 spal
| Uranium related schtocks in fully rally mood |
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08-25-26 carib
| Panas: I see the logic.. but what would you think about "monitoring" the jewish population in the USA and EU? |
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08-25-26 pillz
| I can open a bank acc every where in the world , it is my problem , and Eu have nothing to do with it ... |
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08-25-26 panasonic
Savo, if was me (just my personal opinion), enough ground to start a monitoring of Islamic population in USA, nothing different from what china is doing, close surveillance and immediate action against anyone "who feels unhappy" in USA, Mamdani included.
EU should join, but probably too late there. |
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08-25-26 carib
CIA Director John Ratcliffe traveled to Russia aboard US military C-17 transport plane - report
A source familiar with the details of Ratcliffe's trip told The Jerusalem Post that Trump officials asked Ukraine several days ago to pause any strikes against Moscow from Monday through Wednesday. |
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08-25-26 savo
apparently 10mm is the normal price tag now
WASHINGTON (TNND) — State media in Iran broadcasted a video that stated Barron Trump, the son of President Donald Trump is being “fully monitored.”
The video clip is titled “Where to kill Barron Trump” and it shows pictures of dorms at New York University where he attends school.
There are reports saying that the Iranian regime placed a $10 million bounty on the young Trump’s head, according to the New York Post.
https://abcnews4.com/news/nation-world/iranian-state-media-releases-video-stating-that-baron-trump-is-fully-monitored-scott-bessent-donald-trump |
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08-25-26 carib
US offers $10 million reward for information on senior IRGC leaders, including one killed in April
The US State Department's Rewards for Justice offered a bounty of up to $10m. for information on five IRGC leaders, including Majid Khademi, who was killed by an Israeli strike in April. |
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08-25-26 carib
| Found the text: utterly unreadable eurocratese. |
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08-25-26 carib
Savo: I confess I have not yet read the text of the EU directive.
It's good for Bitcoins, anyway. |
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08-25-26 carib
Buying back long bonds while funding the purchases with bills shifts duration, or long-term interest-rate risk, out of public hands — economically, a small dose of quantitative easing run out of the Treasury rather than the Fed, easing financial conditions while inflation sits above target. These enlarged operations happen to run through the final stretch of a midterm campaign. Debt management that even appears to follow the political calendar spends the one asset that took two centuries to accumulate: the credibility of the Treasury market. That asset doesn’t regain its value so easily.
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08-25-26 savo
carib.. banks do not want to run the risk of being cut out from europe... they obey and will continue obeying.
In fact... banks in abstract do not make decisions... concrete people working at banks... compliance, risk management, legal.. they are the ones making the decisions. And while our generation of account officers were very sporty... the new ones follow the book and do not want to risk their jobs to help a client.
I see this as another nail in the EU coffin.
They start with this... if it doesn't work they will go after the client himself... They have the technology now to know where everybody is every minute... what and where he consumes... how he pays... Europe is choosing to be a tax and digital tyranny. Other countries are choosing the opposite.
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08-25-26 carib
| Actually, the directive (that I consider foolish) forbids non EU banks to actively seek new EU resident clients without opening an EU branch. EU residents are still apparently free to open unsolicited accounts, and those already having accounts are free to keep them. I suppose nothing prevents EU residents from opening non EU accounts using local or offshore ad hoc corporate structures. It is unclear to me what effective retaliation can be taken against non compliant foreign banks with no presence in the EU, given the EU lacks jurisdiction to act. |
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08-25-26 carib
| There is a grandfathering clause in that directive. |
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08-25-26 savo
things will get more complicated "From 11 January 2027".
We'll see how things shape up.
But according to the text either banks open a licensed branch in the country of EU residence of the client or the client will see his bank account closed. |
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