06-29-26 panasonic
| Savo, but you don't mention Hamas' roll in your posts, do you support asymmetric wars? |
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06-29-26 carib
Savo: it is obviously easy to disagree with any killing of innocent people.
But, in my experience, the perspective changes if you actually go to the middle east and see how things actually work there.
For easier reference, just read "From Beirut to Jerusalem".
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06-29-26 savo
| carib... i agree with your geopolitics but disagree with the killing of innocent people..the flattening of entire cities..or the invasion of foreign countries and destroying them because enemies of israel live there. That is what bloodthirsty vampires do and what satanist support. |
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06-29-26 carib
Savo: I think geo-politics and wars do not work on the basis of "rooting" for somebody or some party, and do not normally deal with "vampires" or "satanists".
If you are a believer, you can rest on the assumption that the dead will face their own karma in afterlife.
If you are agnostic, then one must support reasonable and effective conflict resolution mechanisms amongst the living.
In the case of Israel, the issue is ultimately simple:
if we recognise the right of Israel lo live in peace within secured and recognised borders, then we must recognize Israel right to defend itself against any party refusing to recognise such right.The remaining issue to solve, in relation to this, is the Ayatollahs regime in Tehran. remove that, and the rest can be sorted out, in my opinion.
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06-29-26 spal
NNBR
NN INC
4.32
(+56.75%)
When you're hot ... you're hot
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06-29-26 savo
"No hay lugar para 2 estados desde el rio hasta el mar, solo Israel. No me importa que lo que hago en Irán, Líbano, Siria, Gaza... sea mi muerte política, solo quiero la victoria de Israel y si tenemos que invadir Líbano y atacar con todas nuestras fuerzas, lo haremos"
https://x.com/DaniMayakovski/status/2071062069734977637
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06-29-26 savo
pana..fwiw..i do not root for the ayatollahs...i do not want anybody to bomb israel.. and i do not want israel to bomb anybody either with the support of the Satanist States and the Satanist Union.
I do hope though that the current bloodthirsty vampire organization leaded by NetanDracula is kicked out..and ends in some dark jail for the killing of innocent people. |
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06-29-26 victor
savo
Strategy Says It May Sell Up to $1.25 Billion of Bitcoin
Bloomberg) -- Michael Saylor's Strategy Inc. unveiled a sweeping overhaul of the financing model underpinning its Bitcoin strategy, giving itself broader powers to sell the cryptocurrency, buy back securities and preserve liquidity as it adapts to mounting pressure on the structure that fueled years of aggressive accumulation.
The company said it may sell up to $1.25 billion of Bitcoin to bolster its cash reserve and established two repurchase programs of up to $1 billion each for common and preferred shares. Strategy also said it would become more disciplined about issuing common equity, particularly when its shares trade at or near the value of its Bitcoin holdings. The common shares rose around 5% in pre-market trading.
"While there is more selling pressure on Bitcoin, it is definitely positive for the stock, and both the common and preferred shareholders, they are effectively saying we are going to sell Bitcoin to support shareholders," said Bohan Jiang, senior derivatives trader at FalconX.
Strategy's common and preferred shares have tumbled alongside Bitcoin, undermining the financing advantage that for years allowed Saylor to issue securities and plow the proceeds into ever-larger Bitcoin purchases. The selloff has increasingly raised questions about whether the self-reinforcing funding model underpinning the company's Bitcoin strategy can continue to function through a prolonged downturn.
Rather than relying primarily on issuing new securities to finance ever-larger Bitcoin purchases, the company is now giving itself greater flexibility to preserve liquidity, repurchase discounted securities and monetize Bitcoin when raising fresh capital becomes less attractive.
The board also established a policy of maintaining a minimum cash reserve equal to at least 12 months of expected preferred-stock dividend payments and interest expense. Strategy said its reserve now stands at $2.55 billion after selling common stock over the past week, and raised the dividend on its STRC preferred shares to 12%.
On Friday, a valuation metric that once underpinned the bullish case turned negative, showing that the company's financing advantage has evaporated. Strategy's mNAV — the ratio of its enterprise value, including debt and preferred stock, to its Bitcoin holdings — dropped below parity. The stock has dropped almost 80% in the past year.
The timing is especially significant because demand for Bitcoin has become increasingly reliant on institutional buyers such as Strategy. As concerns mount over the company's ability to keep raising capital on attractive terms, investors are reassessing not only Saylor's acquisition strategy but also one of the cryptocurrency's biggest sources of incremental demand.
At the start of June, Strategy disclosed it had sold 32 Bitcoin, its first sale since 2022. The amount was negligible relative to holdings worth approximately $51 billion, but the symbolism was significant. For years, Saylor built Strategy around a simple premise: raise capital to buy Bitcoin and do not sell it. The disclosure challenged that narrative and helped deepen a rout that sent the crypto world shuddering.
The move appeared designed to show that the largest corporate owner of the cryptocurrency was willing to use Bitcoin to support its dividend payout for its preferred obligations. Instead, it raised fresh doubts about the durability of the structure.
The perpetual preferred shares that Strategy began selling in 2025 had provided Saylor with a way to keep buying without punishing the investors who own the common stock. The price of the preferred collapsed to less than $75, well below the $100 par value threshold needed to avoid making the purchases unprofitable for Strategy.
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06-29-26 spal
| Panas I am 100% agreeing with you. |
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06-29-26 panasonic
| Spal, long term holder's thing, not an issue for day and/or for momentum traders. |
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06-29-26 panasonic
| Spal, tech is big part of indexes, without "growth" current P/Es will have to re-balance to a bigger participation of "value" making current P/E of S&P to adjust accordingly. |
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06-29-26 carib
Savo: Israel will have elections at the end of the summer, and most likely Bibi will be retired.
No such possible elections likely in Iran, Russia, Belarus or North Korea, where the actual evil vampire regimes rule by force.
Hopefully, in november the USA will also have mid-term elections producing changes. |
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06-29-26 carib
Delcy Rodríguez, the life-long socialist who the Trump administration backed to lead Venezuela following Maduro’s ousting, was heckled by survivors in Caracas, the capital, as she surveyed the rescue effort at a collapsed 22-storey tower on Friday.
“Get out,” they shouted.
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06-29-26 spal
NNBR
NN INC
3.92
(+42.21%)
Winner, winner, chicken dinner |
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06-29-26 spal
NNBR
NN INC
Add to Watchlist
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3.7050.945
(+34.24%)
It will of course cool off ... and then I go industrial size
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06-29-26 spal
06-26-26
spal
35% cash ...
NNBR - turnaround ... likely.
=====
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06-29-26 spal
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06-29-26 spal
value stocks can't do the job to sustain current valuation in indexes.
===
Say that again. |
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06-29-26 panasonic
China Has Matched Anthropic in Cybersecurity, Resetting AI Race
Clampdown on top U.S. artificial intelligence is fueling concern that Washington is handing Beijing a cyberwarfare advantage
https://www.wsj.com/tech/ai/chinese-ai-anthropic-mythos-cybersecurity-574b02c2
and we are in diapers on AI, they grow fast, very fast. |
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06-29-26 panasonic
| Savo, we definitely are in metaverse days, porn stars rooting for ayatollahs and Christians rooting for Iran to Nuke Israel (with all their holy sites). |
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06-29-26 panasonic
Big Tech’s AI spending spree risks ending in a prolonged “investment bust” that could rattle financial markets.
I concur, profit margins will be much lower than expected and value stocks can't do the job to sustain current valuation in indexes.
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06-29-26 savo
| carib.. some of those too..but in this occasion i was referring to the israeli vampires that accompany the chief bloodsucker. |
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06-28-26 victor
| Los terremotos de Venezuela dejan ya 1.450 muertos |
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06-28-26 carib
| The Ayatollahs, Kim Jong Un, Castro brother, Lukashenko.. Houthi...and who else? |
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06-28-26 carib
| Savo: you mean Trump, Putin, etc? |
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06-28-26 carib
| Big Tech’s AI spending spree risks ending in a prolonged “investment bust” that could rattle financial markets and damage the global economy, the Bank for International Settlements has warned. |
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06-28-26 CAC
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06-28-26 savo
| will the rest of the vampires follow him to the exit? |
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06-28-26 carib
| Savo: most likely Bibi out of power in the fall with no need of earthquakes. |
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06-28-26 victor
Rep. María Elvira Salazar 2h
Es criminal que Delcy Rodríguez y su régimen sigan bloqueando la entrada de equipos internacionales de rescate y ayuda humanitaria mientras hay venezolanos atrapados bajo los escombros.
Deben permitir su ingreso de inmediato. Cada minuto de demora cuesta vidas. |
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06-28-26 victor
Crece la presión para que María Corina vuelva a Venezuela ante las reservas en Washington
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06-28-26 victor
savo, i don't think it's the same situation.
the 1972 managua earthquake was the beginning of the end of the somoza dynasty. |
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06-28-26 savo
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06-28-26 savo
| i do not understand... are you saying we should hope for earthquakes in israel and for thousand of innocent people to day so that it is the end of Netandraculism? |
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06-28-26 victor
hopefully..
//
Las viviendas sociales de Hugo Chávez se desploman como castillos de arena
Creadas por la propaganda chavista, no han pasado la prueba del terremoto. Cientos de personas han muerto bajo los escombros de las construcciones del régimen
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06-28-26 victor
hopefully, this earthquake is the beginning of the end of chavismo.
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Abucheos a Delcy Rodríguez en los distritos de la oposición afectados por el doble seísmo
La catástrofe no discriminó por clase social; derrumbó bloques en el opulento Chacao y también en vivienda pública chavista
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