06-10-26 spal
| PPIH go shredded about 20% yesterday. I held. It looks like a temper tantrum on a microcap. They failed to meet guidance on earnings (but this was due to buildout expenses - not margins). There is also (expected) delays with Middle East contracts. Nonetheless nothing was cancelled and in fact backlog increased. They have reiterated guidance. |
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06-10-26 spal
Total capitulation
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Not sure ... normally it is nastier |
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06-10-26 panasonic
| Savi, usually a good indicator to add calls ;-) |
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06-10-26 victor
| Iran’s Military is a complete and total mess. Much of it, like their Navy and Air Force, doesn’t even exist anymore - They have been completely defeated. Iran is all talk and no action. The Bully of the Middle East is DEAD!!! They’ve taken too long to negotiate a deal that would have been great for them, now they will have to pay the price!!! President DONALD J. TRUMP |
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06-10-26 savo
user avatar
Oliver Groß
@minenergybiz
Gold: COMEX OPEN INTEREST also shows capitulation 👇
https://x.com/minenergybiz/status/2064322377840746575 |
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06-10-26 savo
Oliver Groß
@minenergybiz
The Gold Miners Bullish Percent Index drops to zero. Yes, you read that correctly. Historical 👀🔥
Total capitulation.
https://x.com/minenergybiz/status/2064398968897892751 |
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06-09-26 savo
| more ... bellum et circenses |
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06-09-26 carib
| Savo: panem et circenses? |
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06-09-26 savo
| DT and his cohort of corrupted and incompetent advisors and secretaries managed to ruin the world cup spirit with another US started unnecessary war. |
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06-09-26 carib
Victor: In my opinion, is it very unlikely a deal with the present iranian regime can be long lasting.
They count on Trump being short lasting anyway. |
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06-09-26 victor
carib, is it possible to cut a deal with iran?
how likely is it? % wise?
//
I have just been informed by our Great Military that last night the Iranians shot down one of our highly sophisticated Apache Helicopters while patrolling over the Strait of Hormuz. There were two pilots involved, both are safe and uninjured. Nevertheless, the United States must, of necessity, respond to this attack. Thank you for your attention to this matter! President DONALD J. TRUMP |
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06-09-26 carib
Pill: I am no Iran expert.
Last time I was there.. was in 1973.
The only "leader" I see is Reza Pahlavi. |
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06-09-26 pillz
I would support "regime change" in Iran.
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the problem is there is NO one to make the regime change .. there must be a leader that wants to do that , and I see nobody .. only strong manifestations .. |
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06-09-26 panasonic
| Valid point Carib, but harder to achieve as immediate goal...but we agree, we need real solutions. |
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06-09-26 carib
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06-09-26 carib
Panas: my observation is that building strategic missiles is complicated, and buying a dirty nuclear warhead much simpler.
I would prefer a new iranian regime that concentrates on the welfare of iranians, and drops direct or indirect hostility towards Israel and the west.Giver Iraq does not have nukes nor missiles, Iran only has imaginary foreign enemies. |
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06-09-26 panasonic
Carib, "I already wrote I would support "regime change" in Iran.. by iranians".
I would support: drop nuclear enrichment, allow inspectors in, lift sanctions and let the Iranian economy grow and back on its feet, (even a simpler short-term solution). |
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06-09-26 carib
Panas: I already wrote I would support "regime change" in Iran.. by iranians. My view is that when you draw a "red line" and say something is "unacceptable" you must follow words with effective deeds.I still give Trump the benefit of the doubt on this.. but clearly the issue is not the same seen from Washington or from Tel Aviv..
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06-09-26 pillz
but Israel clearly needs better PR, and fewer extremists in government.
//
I agree .... |
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06-09-26 panasonic
| Carib, that is reasonable and a very likely political outcome, but those who expect Israel showing the other cheek, let Iran build nukes, must live with the idea that's "not-negotiable" to us. |
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06-09-26 carib
| Panas: I understand.. but Israel clearly needs better PR, and fewer extremists in government. |
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06-09-26 panasonic
Carib, exactly...and I would sleep soundly if people like you belonged to the next generation.
Anyway, my personal view as a Jew, state of Israel now is more important than ever, the hate is there, our people's future is married to having our own state. |
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06-09-26 carib
| Panas: right now I almost never watch TV except for movies. I do not follow "social media", except following sources and people I like on X. On the middle east I read the Jerusalem Post and news sources from the Emirates. |
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06-09-26 panasonic
Carib, you should watch TV news or follow social media, reading has less visual impact so usually more balanced.
In EU it's understandable that you will see more pro-Gaza than pro-Ukraine bcz demographics.
How many sources that you follow will address the size of Iran's military power vs economic deterioration of past decades?
$100 US is approximately equal to 132 to 174 million Iranian Rials (IRR) depending on the official or open market exchange rate.
Anti-US/Israel people will tell it's bcz sanctions, but on a true balanced view, wasn't easier to abandon nuclear program, allow inspectors back, and go back to real growth? why the silence abt. that?
Bcz deep in their hearts wiping out Israel sounds like a better idea....all the rest is... |
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06-09-26 carib
Panas: actually, the european media I read report daily on ukrainian civilians killed by Putin.
It is true, however, that only a small minority of gentile public opinion now supports what Israel is doing in Gaza, and I frankly do not know how to solve the Gaza issue. |
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