07-23-26 panasonic
Google in the house of pain after skinny report, a great report if we compare to what is coming on other AI related names.
Semis happy with those capex news, till one day music stops and capex is caput. |
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07-23-26 panasonic
"help for those that don't realize we are in a world war"
Exactly, Ukraine is no accident, vital to food supply of Russia hence China, as Chinese envoy to EU said "we can't afford to lose that war".
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07-23-26 spal
| A 21st-century "Hybrid World War" |
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07-23-26 spal
| Panas - yes - that is a fill in the blanks help for those that don't realize we are in a world war. |
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07-23-26 panasonic
"Meaning none for the Chinese"
Apparently, that is Putin's side of the deal. |
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07-23-26 spal
| Just another crazy motherfucker ... the world is filling up with them. |
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07-23-26 spal
Meaning none for the Chinese and no cash for the domestic economy.
He has a taste for the dramatic though ... duly noted. |
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07-23-26 panasonic
| But he is absolutely right, it's all or none for both sides. |
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07-23-26 panasonic
| Ghalibaf forgot to add: "and the day we have nukes all oil in the Middle East belongs to our Ayatollahs" :-) |
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07-23-26 savo
The equation of this war is clear: either all or none!
In a region where we do not sell oil, no one will sell oil. If our security is not ensured, no infrastructure will be safe, and the security of the strait is in the absence of American forces. We have repeatedly said that the situation of the strait will not return to pre-war conditions.
https://x.com/mb_ghalibaf/status/2079980825672651246 |
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07-23-26 panasonic
"and if they get one , they will use them"
Pilly, search no more...we all know that.
Say Iran fires a nuke to Israel and intercepted, drops in Jordan and God forbid, 2MM people die, some will say Iran killed 2MM Jordanians, anti-Israel people will say Israel is the one who killed them.
:-( |
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07-23-26 savo
pillz.. accept that people may have different points of view and not be naive.
You believe the narrative of Israel and the US. I do not. Most of the rest of the world does not believe it either.
You say Iran will use its nuclear capability. Yet the only country that has used its nuclear capability against innocent civilians is the US... twice.
I do believe the US went to Iran for fun... not funny fun... but the fun of destroying military equipment so as to have to replace it and fill the pockets of the well connected, friends and family.
To end... even if what you believe to be true is true... that is no excuse to bomb schools, hospitals, bridges, power stations, refineries, and flatten Gaza with more than 70 thousand people in it. |
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07-23-26 victor
| US signs deal with Saudi Arabia that could allow kingdom to enrich nuclear fuel |
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07-22-26 pillz
| Iran "will be ready soon" for a nuclear deal that will end the conflict, says Trump |
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07-22-26 pillz
no...in Iran... so who is the aggressor? The one that went all the way to the enemy territory... Iran did not go to the US.. th US went to Iran.
//
Sorry, but you are naive person, so in your opinion the Us go to war against Iran for the fun,,, or to destroy their nuclear capability ... and if they get one , they will use them .. all the rest is blablabla |
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07-22-26 spal
| Again I presented a fact - a statement. I am not litigating causes here as you appear dead set on. |
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07-22-26 savo
where is this war happening?... in the US?
no...in Iran... so who is the aggressor? The one that went all the way to the enemy territory... Iran did not go to the US.. th US went to Iran. |
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07-22-26 spal
Savo - I presented a fact not an interpretation.
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07-22-26 savo
spal... it happens to be the other way around... the aggressor is the US...
so everytime the US bombs something... Iran retaliates...
the only way to end this is for the aggressor to stop.
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07-22-26 spal
| Savo - your posting on QE and its effects is largely a conspiracy theory. QE creates reserves - there has been excess, un-utilized reserves in the banking system for well over a decade. Credit is money - not reserves. What QE does mostly is protect bank balance sheets and prevent the liquidation of prior monetary excesses. Money printing by the FED is reactive. The abuses of money are largely government policy and private greed. |
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07-22-26 spal
| Every time they shoot at a ship, the US will destroy one bridge or power plant. |
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07-22-26 savo
carib... remember the conversation about wealth tax... market gains are exclusively the consequence of QE... hence taxable as they are simply a transfer of wealth from the general population to the asset rich.
FINANCIAL GRAVITY:
If we divide the S&P 500 by the fed’s balance sheet, the line is basically flat since 2008.
The correlation coefficient between central bank quantitative easing and the price of stock indexes is nearly 1.
The money printed by the Fed, because of the structure of the Open Market Operations, is plugged directly into the Treasury markets, and from there, flows into equities and derivatives.
This has served to primarily enrich the asset owners, financial institutions, and wealthy elites who own the majority of the stock market anyways.
The entire rally has been an illusion, financed by the Fed and maintained through QE.
https://x.com/peruvian_bull/status/2078342440944074970 |
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07-22-26 spal
AI Summary:
Why Bidboland II (and the broader Mahshahr petrochemical nexus)
Bidboland was selected because it sits in a precise strategic "sweet spot"—inflicting maximum structural pain on Tehran while minimizing global financial self-sabotage.
Why NOT Kharg Island? (Sparing the Crude Export Valve)
Kharg Island handles over 80–90% of Iran’s raw crude exports. Levelling Kharg’s tank farms and loading jetties would instantly halt Iranian crude flows.
Why it was bypassed (for now): Flattening Kharg Island would instantly send global Brent crude prices spiking past $120–$150/barrel, triggering severe inflation, political blowback, and economic pain for Western allies and Asian importers.
The Bidboland Alternative: Striking Bidboland targets petrochemical feedstocks, gas liquids (LPG/NGL), and internal industrial revenue rather than primary heavy crude exports. It starves the Iranian state of hard currency without triggering an immediate, catastrophic crude supply shock on global exchanges.
Hitting standard IRGC bases or drone launch sites.
Why it was bypassed: Iran treats mobile missile launchers and military personnel as replaceable tactical assets. Hitting a command center destroys concrete and equipment, but it doesn't alter the regime's long-term strategic balance sheet.
Bidboland II is a single-point-of-failure $3.4 billion mega-asset. It took nearly a decade to build and depends on highly complex, custom-engineered Western and European cryogenic machinery (compressors, heat exchangers, expanders). Iran cannot replace these specialized parts while under heavy international sanctions. Striking this single coordinate destroys decades of capital investment that cannot be rebuilt quickly.
Crippling the Petrochemical "Shadow Economy"
The Alternative: Targeting upstream crude oil wells in the Gachsaran or Ahvaz fields.
Why it was bypassed: Striking crude wells creates uncontrollable environmental fires, destroys field pressure permanently, and produces limited short-term economic deterrence.
The Bidboland Alternative: Petrochemicals and NGLs represent Iran’s most lucrative "sanctions-bypassing" export revenue—often sold via dark-fleet tankers and regional intermediaries to generate untraceable foreign currency.
By severing the ethane, propane, and butane feedstocks flowing to the Mahshahr processing zone, the U.S. directly cuts off the financial pipeline funding the IRGC's regional operations.
Targeting gas processing serves as a explicit, final warning on the escalation ladder:
"We can dismantle your non-oil industrial economy today without touching your primary crude export facilities—proving we have the intelligence and precision to destroy Kharg Island tomorrow if you do not reopen the Strait."
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07-22-26 amateur
"a political arena populated by con men, clowns and crooks,"
They were always there, but now they predominate.
On the citizenship side, the decay is even worse. With current sophisticated media, elections are a contest between monkey manipulation machines. |
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