04-24-26 spal
| NGS - adding - should rerate into the $40 range this year. Adding PPIH - pipes for data rooms and O&G. I am heading for Texas today - I am sure that has something to do with my tilt towards O&G services. |
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04-24-26 panasonic
Mars to Soxl, Mars to Soxl
"you are approaching to fast, pls slow down." |
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04-24-26 panasonic
GPT 5.5 released, race intensifies between OpenAI and Anthropic.
ColoresAI beats them by a mile. |
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04-24-26 panasonic
| Carib, Warsh confirmed it was the right step to say bye bye to Powell. |
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04-24-26 carib
| The Justice Department said it would end its criminal investigation of Federal Reserve Chair Jerome Powell, clearing the obstacle that has stalled Kevin Warsh’s confirmation as his successor. |
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04-24-26 panasonic
| Spal, yep! Musk selling tickets, for prices contact me in private LOL. |
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04-24-26 spal
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04-24-26 panasonic
| Bonjour colores, Soxl to tha moon! |
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04-24-26 carib
| Savo: that, of course, is entirely speculative, on both sides of the coin.Our interest, as bonded creditors, is in getting the highest possible recovery value, which logically implies low exit yield given by political stability and market friendly regime. |
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04-23-26 panasonic
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04-23-26 spal
| I guess no Chicken in Black Bean Sauce or Tikka Malasa for him. Probably Wendys. |
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04-23-26 panasonic
| Spal, probably DT had lunch with Navarro :-)) |
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04-23-26 spal
| Likely a message to claw back support from the MAGA hardline. |
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04-23-26 spal
So while we are at it ... here's Trump on India from a screed he published today:
The Central Points of the Post
The reshared content focused on a "Great Awakening" regarding immigration from India and China, framing it as an existential threat to the American workforce and identity.
"Gangsters with Laptops": The text specifically branded Indian and Chinese tech professionals as "gangsters with laptops" who have "robbed us blind" and "stepped on our flag." It claimed they have done more damage to the U.S. than "all the mafia families put together."
The "Hellhole" Label: It referred to India and China as "hellholes on the planet" and attacked birthright citizenship (the 14th Amendment), arguing that people from these countries are flying into the U.S. in their ninth month of pregnancy just to "drop a baby" and secure citizenship for their entire families.
Tech Sector "Exclusion": One of the most controversial claims was that white Americans can no longer get jobs in California’s high-tech sector. The post stated:
"White men need not apply... you have to be from India or China because almost all the internal mechanisms are set up to be run by [them]."
The "Replacement" Angle: The post explicitly argued that modern immigrants are not a "melting pot" but a "chamber pot," claiming they do not speak English, do not integrate, and are intended to "change the demographics forever"—a clear nod to Replacement Theory.
It was mostly a post by shock jock Michael Savage, which to which Trump added:"I used to be a great supporter of Indians in India until I opened my eyes up to what's going on here."
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04-23-26 savo
carib...
my reading is different...
US authorities have said they are in the second phase of a three-part stabilization plan for the country. Kozak told lawmakers that involved economic recovery via oil revenues and “also political reconciliation to move to elections.”
if they want to recover oil revenues they need to recover oil production... that requires foreign oil companies bringing new capital not just reinvesting what they are earning.
I do not think that can happen in default with 50bn of accrued and unpaid interest. So a comprehensive debt restructuring is needed before elections. |
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04-23-26 leopardo
“Katz: ‘We are waiting for the green light from the U.S. to bring the country back to the Middle Ages’
‘Israel is ready to resume the war against Iran: the Israel Defense Forces are prepared both defensively and offensively, and the targets have been identified.’ This was stated by Israeli Defense Minister Israel Katz, who added that Israel ‘is awaiting approval from the United States, first and foremost to complete the elimination of the Khamenei dynasty and to bring Iran back to the Middle Ages.’ He also said that ‘this time the attack will be different and lethal, delivering devastating blows to Iran’s most sensitive points, shaking and collapsing its foundations.’” |
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04-23-26 carib
veny
During his congressional testimony, Kozak explicitly stated that there is no agreed election date
and that Washington is prioritizing preconditions over timelines. These include modernization
of the electoral registry; appointment of new electoral authorities and an independent electoral
chamber of the Supreme Court; guarantees for opposition participation, including the return of
exiled leaders; and the presence of international observers. Once an election date is set,
however, political dynamics could shift decisively, possibly making the interim government a
lame duck. As a result, even if creditors were authorized to initiate debt restructuring
discussions with the interim authorities, political constraints suggest that a comprehensive deal
might not be reached until a new electoral mandate is in place. |
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04-23-26 spal
| PTEN ... talking about a number of interested parties wanting to bring equipment down to the Orinoco belt in Vene ... also talking about a growing biz in Argie. |
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04-23-26 panasonic
| Rolled again SOXL, first time in my trading life I can roll 3 times in one week. |
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04-23-26 spal
| PTEN ... solid conference call. |
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04-23-26 spal
| PTEN ... slight add ... domestic US drilling one the move |
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04-23-26 spal
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Board
