01-01-26 savo
regarding Silver, let's see if this is true:
As of this morning, Thursday, January 1, 2026, the major global physical markets are currently closed for the New Year's Day holiday. However, because silver is a global 24-hour market, the "reopening" happens in stages across different time zones.
The first real test of the Chinese export ban will occur in waves over the next 24 to 96 hours.
1. Why the "Gap" Matters (Jan 1–Jan 5)
Because the Shanghai Gold Exchange (SGE) remains closed until Monday, January 5th, there is a 4-day "blind spot."
The Weekend Risk: Global traders in London and New York will be trading "blind" without knowing the internal Chinese physical price.
The Prediction: Expect a massive "gap up" on Monday morning in Shanghai. If the export ban has caused an internal supply squeeze, the Shanghai price could open significantly higher than the Western "paper" price, creating an immediate arbitrage panic.
2. Physical Retail Markets
Most physical bullion dealers (online and local coin shops) are already "open" for orders today, but many have increased their premiums or widened their spreads in anticipation of the volatility.
The "Shadow" Market: Even though the exchanges are closed, "Ask" prices for physical 1,000 oz bars are already reportedly being quoted $5–$10 higher than yesterday's close in private OTC circles. |
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01-01-26 savo
victor... tighten the screws on nm & co.
is there anything left in the arsenal that you could think off?
the biggest armada the world has ever seen spending who knows how many million dollars of money the US does not have.
air blockade
sea blockade
financial blockade
pharmaceutical blockade
investment blockade
the only thing left I can think of are bombs and more bombs... first over military installations... then hospitals... schools.. shopping malls... power stations...water plants... homes for the elderly...
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01-01-26 spaldo
| Dear friends, all the best for the new year, and above all, stay healthy. |
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01-01-26 panasonic
| Happy new year colores!! Best wishes of a healthy and prosperous 2026. |
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01-01-26 victor
savo, will they keep the biggest armada the world has seen permanently in the Caribbean bombing narco boats and chasing oil tankers till the end of time?
//
of course not, not feasible.
but taking into account the Christmas season, and how important it is for Christians, it's the right thing to do.
minor operations for now. no war during xmas.
once the Christmas "spirit" is over, maybe after Reyes, a week from today, then they will maybe tighten the screws on nm & co.
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12-31-25 savo
and in any case.. even if Maduro leaves or dies during the flattening..... narco boats will re-start as soon as the biggest armada leaves...
For the very simple reason that latam produces drugs and the US consumes them.... unless the US stops consuming drugs there will always be somebody finding a way to bring drugs from latam to the US client. |
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12-31-25 savo
victor.. i do not understand what is the end game here.....
will they keep the biggest armada the world has seen permanently in the Caribbean bombing narco boats and chasing oil tankers till the end of time?
It is a fruitless exercise... ...the moment they stop bombing narco boats.....new narco boats will appear..like mushrooms...and new sanctioned oil tankers will dock at veni ports.
How much does it cost per day this cat and mouse game?
Maduro survived the days when oil production was less than 200 thousand barrels per day.. with chevron today at full speed they have that... so anything above that is a bonus compared to the worst days of the past... and Maduro is still there.
This brings us to the only option that would work... a Gaza in Veni... bomb Caracas shopping Malls, schools, hospitals and homes for the elderly...power stations and water plants... flatten Caracas including Miraflores...
Will DT go for that? I imagine MCM would agree.
I hope he doesn't.
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12-31-25 victor
Petrolero que dio media vuelta cuando iba a Venezuela y que EE.UU. persigue ahora tiene una bandera rusa pintada en el casco
CNN —
Los miembros de la tripulación del viejo y oxidado petrolero que Estados Unidos ha estado persiguiendo en alta mar durante casi dos semanas parecen haber pintado una imagen rudimentaria de una bandera rusa en el casco del barco, lo que funcionarios estadounidenses consideran un intento de acogerse a la protección rusa, según un funcionario familiarizado con el asunto.
La nueva insignia fue avistada por personal de la Guardia Costera, que sigue al petrolero a aproximadamente 800 metros de distancia, mientras navega en el océano Atlántico alejándose de Venezuela, indicó el funcionario.
No está claro cuándo apareció la nueva bandera en el costado del Bella 1. El enorme petrolero se ha resistido a ser incautado desde el 21 de diciembre, cuando dio media vuelta en el mar Caribe después de que la Guardia Costera intentara interceptarlo en su camino hacia Venezuela para cargar petróleo. |
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12-31-25 panasonic
| ...and Maduro provided the coordinates ;-) |
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12-31-25 carib
| Petro posted on X the US bombed a ELN narco facility in Maracaibo area. |
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12-31-25 carib
FWIW
El Comando Sur de EEUU se declaró en estado de máxima alerta operativa para ejecutar interceptaciones en aguas internacionales.
Bajo órdenes del secretario de Guerra, Pete Hegseth, la unidad militar desplegará «capacidades marítimas especializadas» destinadas a cerrar las brechas de seguridad en el Caribe. |
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12-31-25 Merlino
My theory.. is that we do not know, but it's certainly taking too long.
.............
Yes |
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