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09-30-26  savo

https://www.linkedin.com/posts/ryanlemand_japan-has-twice-the-debt-ratio-of-the-us-share-7509513679340720129-voZh

09-29-26  carib



The correlation between the price of West Texas Intermediate crude and the 10-year Treasury yield hit 65 per cent this month, according to derivatives firm Cboe, putting it within touching distance of the level set following Iraq’s invasion of Kuwait nearly four decades ago.

09-29-26  spal

FRO FRONTLINE PLC

09/29/2026 as of 09/28/2026
Qualified Dividend


09/29/2026 as of 09/28/2026
Special Qual Div

All for a good cause.

09-29-26  spal

Fearnley Securities raised its target price for Hafnia ($HAFN) to NOK 115 from NOK 90 while reiterating a buy recommendation, based on a Tuesday analysis citing product tanker market recovery.
Analysts expect product tanker earnings to catch up to crude tankers through higher spot and time-charter rates, driven by increased refinery activity in China and the Middle East.
Fearnley lifted Hafnia's 2026 EBITDA estimates by 11% and 2027 estimates by 166%, projecting average MR tanker rates of $30,000 per day next year.

09-29-26  savo

tricky business gold pana


short sellers can sell without posting margin in physical gold....just cash.

If prices go up... exchanges ramp up margin... if it goes down they don't.

09-29-26  panasonic

"gold down 3.5%"

Adding on weakness.

09-29-26  panasonic

Merlino, you are perfectly right, the culture of "death".

All other religions embrace life.

Would you feel ok if Shiites had nukes?

09-29-26  savo

if by loyal you mean "kiss ass" people I agree.

this presidency has turned into some form of CFK kiss ass presidency.

The president lies or says stupidities and the cronies around clap.

incidentally:

La inflación en España se disparó hasta el 4,9% en septiembre, seis décimas más que en agosto, impulsada principalmente por el encarecimiento de los combustibles y lubricantes para vehículos, según el indicador adelantado del Índice de Precios al Consumo (IPC) publicado este martes por el Instituto Nacional de Estadística (INE).


I do not think it is any different in the rest of europe or the US.

09-29-26  carib

PS: the impression is Trump is waiting for nov 3 to accept strategic defeat with Iran. But the impression might be mistaken.

09-29-26  carib

Savo: Peter Thiel, his longest-running Silicon Valley backer, last week said that Trump was served by “not very smart but very loyal people”.

09-29-26  carib

Pill: I did not say that "making a deal" would imply the end of the iranian regime, but that some regime hardliners might feel that way.The "hard way" might be the only viable solution, after all.

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