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03-15-26  pillz

it looks like sp is up 0.36% and gold is up 0.13% ... but it is only the beginning of the day ;-)

03-15-26  victor

pana, yes :-))

03-15-26  panasonic

8th run sent morale of Japanese team to the showers.

03-15-26  panasonic

Yes Vic! What a spectacular game!!!

Went out for dinner with friends but started to watch the game when score was 4-5

03-15-26  victor

pana, look at how vz scores the 8TH run.

you don't see that very often- literally, never. :-))

03-15-26  victor

pana, good game.

vz is back in semifinals after 17 years


https://www.youtube.com/watch?v=1EZsA4rYDn4

03-15-26  pillz

But lower first Pilly?

//

I don't know, my feeling is that it will go up next week..

03-15-26  spal

we ultimately think gold will eventually push significantly higher under a scenario of a prolonged closure of the Strait of Hormuz.

==

But lower first Pilly? What do you think and when will it rally? Best to schlowly increase exposure? What is your strategy?

03-15-26  pillz

US President Donald Trump said on Saturday that the United States may carry out more strikes on Iran's Kharg Island oil export hub, saying that while Tehran appears ready to make a deal to end the conflict, "the terms aren’t good enough yet."

He said the US strikes had "totally demolished" most of Kharg Island, telling NBC News that "we may hit it a few more times just for fun."

Trump also questioned whether Iranian Supreme Leader Mojtaba Khamenei is still alive.

"I don't know if he's even alive. So far, nobody's been able to show him," Trump told NBC

03-15-26  pillz

The Strait of Hormuz is only closed to US and Israeli ships, Iranian Foreign Minister Abbas Araghchi said in an interview with MS NOW on Saturday.

Other ships are free to pass, although many prefer not to due to “security concerns,” which Araghchi claimed have nothing to do with Iran. He added that currently there are “many tankers and ships that are passing through the Strait of Hormuz.”

This comes after US President Donald Trump announced on Truth Social that the US, along with several other countries affected by “Iran’s attempted closure of the Hormuz Strait,” would be sending warships to keep the Strait “open and safe.”


03-15-26  pillz

we ultimately think gold will eventually push significantly higher under a scenario of a prolonged closure of the Strait of Hormuz.

03-15-26  pillz

Savo , thanks

03-15-26  savo

this is a disaster... al the US is doing is destroying infrastructure... no plan no clear objective..


DT needs urgently an exit and a scapegoat...

Calling China and Russia to mediate with the ayatollahs...


03-15-26  spal

Dubai Under Declared Iranian Siege – March 15, 2026Dubai is no longer dealing with “unfortunate interceptions.” It is under explicit, declared siege by Iran. The shift is complete and verified.On March 14 the IRGC, via Fars News and official spokesmen, issued a direct “evacuate or die” warning for Jebel Ali Port (Dubai), Khalifa Port (Abu Dhabi), and Fujairah. Iran now labels these civilian facilities “legitimate military targets” used by the U.S. to strike Kharg Island. All prior restraint and ambiguity are removed. Kinetic strikes are openly threatened.Physical damage is confirmed. A double blast hit near the DIFC Innovation Hub on March 13. AFP correspondents and ground witnesses report explosions, black smoke plumes, and shaking. UAE officials call it “minor debris,” but 92 % Patriot/THAAD interceptions are creating new hazards: shrapnel and sonic booms have shattered glass facades across Business Bay and Dubai Marina. Streets are covered in “diamond dust” – millions of tempered-glass shards turning sidewalks into injury zones.Corporate flight is total. Citi, Deloitte, and PwC have evacuated DIFC offices or gone fully remote. Private and corporate jets are repositioning en masse from Dubai toward Saudi Arabia and Oman (FlightRadar24 data). The UAE arrested 45 people for sharing footage; the blackout has backfired and accelerated rumor-driven panic.Logistics are paralyzed. A debris fire struck Fujairah’s oil facility – the world’s third-largest bunkering hub – on March 14; loading operations suspended. DXB remains technically open but crippled by hours-long holding patterns. Lufthansa, KLM, and others are suspending or slashing UAE routes.Iran’s calculus is working perfectly. High interception rates block mass-casualty images while the constant threat, debris damage, insurance spikes, and capital exodus achieve the goal: de-leveraging Dubai’s global status without leveling the city. This is a slow-motion sovereign run. The deterrent has failed.Direction: rapidly worsening. Expect more incidents or limited direct strikes in the next 48–72 hours.Effects: DIFC rattled, elite fleeing, ports and aviation disrupted, shipping insurance markets hit, public confidence collapsing. Dubai is still operational but its physical and financial foundations are actively eroding in real time.This assessment is grounded in cross-verified IRGC statements, AFP/Reuters/Bloomberg reporting, flight-tracking data, and OSINT/web chatter. Official UAE denials are contradicted by every independent source.


03-15-26  spal

The higher and longer the rally in energy goes, the more likely a dovish Fed reaction function emerges.

===


No kidding.

And they are saying basically avoid moreorless everything except energy schtocks for now as de-risking event likely.

Yep.

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