01-13-26 victor
| Iranian Patriots, KEEP PROTESTING - TAKE OVER YOUR INSTITUTIONS!!! Save the names of the killers and abusers. They will pay a big price. I have cancelled all meetings with Iranian Officials until the senseless killing of protesters STOPS. HELP IS ON ITS WAY. MIGA!!! PRESIDENT DONALD J. TRUMP |
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01-13-26 spal
Legit oil tankers strong (i.e. clean and dirty aka heavy oil) ... ghost fleet on the ropes now.
FRO
TRMD |
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01-13-26 spal
| TGB - surging in the premarket ... looks like the Florence well field is now fully commissioned and performing above expectations ... first copper is now close from that mine. Given the extreme difficulties in permitting a new mine in the United States this is a rare accomplishment. |
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01-13-26 carib
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01-13-26 spal
| Moderately tilted to energy now ... |
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01-13-26 spal
| So when do we start talking about the Strait of Hormuz again ... |
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01-13-26 spal
CPI 0.3% MoM, Exp. 0.3%
CPI Core 0.2% MoM, Exp. 0.3%
CPI 2.7% YoY, Exp. 2.7%
CPI Core 2.6% YoY, Exp. 2.7%
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The Schpal algo saids it is all BS ... but with Fed on the back foot markets go up. |
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01-13-26 carib
| Ask Parolin on the issue.. |
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01-13-26 savo
this guys have nothing... and bonds levels similar to veni
Lebanon's Dollar Bonds Surge to Their Highest Since 2020
Lebanon’s dollar bonds surged to their highest levels since March 2020, post which the country defaulted on about $30bn of international debt. The move is driven by optimism that a proposed banking law could unlock frozen deposits and pave the way for financial reform. Bond prices have risen across maturities reflecting growing investor bets on an eventual debt restructuring and progress toward an IMF-backed rescue. However, opinions of the market participants differ on valuation, with some investors expecting recovery values below current prices, while more optimistic funds believing bonds could rise further if reforms advance and regional risks ease. The rally follows signals from Lebanon’s new leadership, led by President Joseph Aoun, that it is seeking to break years of political paralysis and meet key IMF conditions. Analysts indicate that investors are also monitoring unrest in Iran and its potential impact on the Lebanese government’s ability to implement reforms. S&P had upgraded Lebanon to CCC in August last year. Lebanon's dollar bonds have surged to 28-29 cents on the dollar from 22-23 cents in December 2025. |
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01-13-26 savo
victor... Popes meet political figures... MCM is the leader of the opposition of a country that is in the news and of which she will be president sooner or later.
I think it is very reasonable that he meets her.
However, meeting with the Pope does not say anything about the person who meets with him.
On the contrary it talks about how holy peope Popes are who are ready to meet any known satanist if that helps the cause of peace.
Imagine having to meet Clinton, Hilary, Bush, Cheney, Obama, Blair...
Regarding Delcy...I do not know... did she ask for a meeting? Maduro met with Pope Francis. May be if she asks she gets the meeting.
MCM has all the time of the world to meet people... that is all she does right now... Delcy is a bit more busy I would say. |
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01-13-26 victor
| Sunday on CBS’s “Face the Nation,” Sen. Tim Kaine (D-VA) said there would be “overwhelming bipartisan support” in Congress to stop President Donald Trump from conducting any military action on Greenland. |
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01-13-26 victor
savo, all they want is the photo.
//
in terms of "publicity", as of today, mcm has NOT posted anything re her vatican trip.
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01-13-26 spal
spal, when it comes to protocol, the vatican rules :-))
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Yes - I think you are saying something pretty interesting here - thanks again. Wlll do a causal study of this at some point.
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01-13-26 victor
savo, the point you have to understand is that
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the point you have to understand is that the pope gave mcm an audience. he didnt have to.
did the pope give delcy an audience?
not that i know of.
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01-13-26 savo
victor... of course I know about the dressing in black...
the point you have to understand is that the one meeting MCM or every satanist US and EU presidents is the person who acts as head of the Vatican State... not the head of the Catholic Church...
It is just politics...
Of course the Pope would be delighted to hear confession from any those satanists but they are not interested in that.. all they want is the photo.
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01-13-26 victor
Effective immediately, any Country doing business with the Islamic Republic of Iran will pay a Tariff of 25% on any and all business being done with the United States of America. This Order is final and conclusive. Thank you for your attention to this matter!
PRESIDENT DONALD J. TRUMP |
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01-13-26 victor
| spal, when it comes to protocol, the vatican rules :-)) |
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01-13-26 victor
savo, in the letizia video, the one behind her is Maxima Z, i think.
she is catholic, but wears all-black, as she represents a protestant country and/or a protestant royal family.
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01-13-26 spal
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01-13-26 victor
savo, And she dressed in black and hanged a rosary on her neck...
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apparently, you don't know vatican protocol.
when women have an audience with the pope, they have to dress in all black. all of them.
the exception is queens and princesses from CATHOLIC countries, who get the privilege of dressing in white.
here, princess Di in audience with the pope, in all black:
https://www.youtube.com/watch?v=I7_jAfLH7Oc
princess Letizia in all white, because she is a princess from a catholic country.
https://www.youtube.com/watch?v=wJ-KDhqE_qs
it's a privilege letizia gets, and very few others.
letizia becomes the center of attention because she is the only one wearing white, similar to the attention a bride gets.
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01-13-26 victor
EE.UU. dice que "permitirá" que México suministre petróleo a Cuba
Por EFE
El Gobierno de EE.UU. permitirá que México suministre petróleo a Cuba, pese a las amenazas del presidente, Donald Trump, de dejar a La Habana sin crudo, de acuerdo con el secretario de Energía, Chris Wright, durante una entrevista con la cadena CBS.
Wright dijo que la política de Estados Unidos es “permitir” que México siga llevando petróleo a Cuba, según dijo el funcionario a CBS News.
Las declaraciones del secretario suceden luego de que Trump dijera el domingo en sus redes sociales que “no habrá más petróleo ni dinero para Cuba: cero”.
En medio de las tensiones, el presidente de Cuba, Miguel Díaz-Canel aseguró que actualmente no existen conversaciones con el Gobierno de Trump, excepto contactos relacionados a temas migratorios.
Luego de la captura del presidente de Venezuela, Nicolas Maduro, Cuba quedó expuesta ante un inminente efecto negativo por el freno de las relaciones bilaterales con el país sudamericano.
Por su parte, la presidenta de México, Claudia Sheinbaum, dijo previamente que su país está en disposición de ser el “mejor vehículo de comunicación” entre Estados Unidos y Cuba.
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01-12-26 savo
victor...
This shows exactly the kind of scam MCM is and has always been.
Why does she meet the Pope? Just to get the picture. Using the pope for her own agenda... And she dressed in black and hanged a rosary on her neck...
That is the same MCM whose horrible handling od the 24 election ended with hundreds in jail and many dead.
The Pope has an unbearable work load and meets anybody his team put in front of him for whatever political reason they do it.
His predecessor met with CFK.. several times. There are pictures of Popes with Clinton...Bush...Trump...Obama... that gives you the idea.
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01-12-26 carib
| Dos superpetroleros con bandera china que navegaban hacia Venezuela para cargar crudo venezolano destinado al pago de la deuda con China han dado la vuelta y ahora se dirigen de regreso hacia Asia, mostraron datos de envío de LSEG el lunes. |
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01-12-26 carib
El presidente de Estados Unidos, Donald Trump, recibirá a la líder opositora venezolana María Corina Machado el jueves en la Casa Blanca, confirmó a Efe un funcionario de la administración estadounidense.
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01-12-26 victor
| carib, maybe thursday, i thought it was tuesday |
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01-12-26 carib
| I though MCM was to meet Trump on Thursday.. |
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01-12-26 spal
| : Silver surges above $85/oz for the first time in history, now already up +19% in 2026. |
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01-12-26 victor
savo, mcm visited the pope today.
smart move, one day before meeting dt.
https://www.youtube.com/watch?v=hh8MsrYfU7k
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01-12-26 Merlino
Kidding? You come into the US zone on bended knee ... that is all.
.........................
It looks you are in a neo-colonial mood today.
I would like to believe, not sure, that times have changed in that respect and that kind of voluntary cooperation is needed to get worthy results...we will see |
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01-12-26 panasonic
Meanwhile
https://www.google.com/amp/s/www.foxnews.com/world/us-warns-americans-leave-venezuela-immediately-armed-militias-set-up-roadblocks.amp |
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01-12-26 panasonic
Merlino, history is key here, all infrastructure built in Venezuela was done pre CAP, from the a free fall into corruption under the flag of freedom, imho we'll have the quality of life that we deserve.
Delete bolos, delete the military, time to turn the page and follow Panama simple model.
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01-12-26 spal
| TDW ... send the boats to Vene ... added. |
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01-12-26 spal
PLPC
PREFORMED LINE PRODS
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245.6 (+5.02%)
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01-12-26 spal
| Of course it can be called all sorts of things ... we have great PR firms here. |
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01-12-26 spal
a common mkt and zone?
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Kidding? You come into the US zone on bended knee ... that is all. |
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01-12-26 spal
Delcyaoping...it seems she is very smart
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When you're hot, your hot ... when you're not, you're not. There is nothing that people love to suck up to then power ... and then they attribute all sorts of blessings ...
Colores should ignore |
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01-12-26 spal
| FRO ... send the tankers to Vene ... position, following it closely (might be extended) ... but multiple upgrades today. |
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01-12-26 Merlino
Spal....to make money, Yes, power and money....however will it be by outright piracy and dispossession or under a more sophisticated (an to some extent mutually beneficially) form like a common mkt and zone?
Pana ....pre CA # 1 times...gold times, in perspective....M Perez Jimenez period likely the best I guess
I have read that now they call Delcy as Delcyaoping...it seems she is very smart |
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01-12-26 spal
| WES ... back book position ... has a lock on energy infrastructure in the US. Very solid dividend. Large position (but in the back book ... i.e. long term hold for yield and security ... plus some upside). |
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01-12-26 panasonic
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01-12-26 panasonic
Merlino, the real question ,ny time venezolanos lived better than pre Carlos Andres?
Only thing left is a path of self-destruction under gangs, when we should have been the Saudis of Latam :-( |
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01-12-26 spal
| The rest is literature ... mostly boring and the chicks that read it don't shave their armpits ... |
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01-12-26 spal
Is there any conceptual/ideological purpose for the direct involment of USA in a Veni´s revival?
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To make money ... |
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01-12-26 panasonic
| Tks Spal, a project in the make. |
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01-12-26 spal
| THR - new position ... power supply supply (grid equipment). |
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01-12-26 Merlino
Is there any conceptual/ideological purpose for the direct involment of USA in a Veni´s revival?
To show a dubious world starting from Latam what a good doses of good old capitalism can do to a ruined country, as a basis for the future formation of kind of Americas UE centered in USA?
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01-12-26 spal
| PLPC ... new ... electrical grid co (focused on energy) ... has adjacent ops in LatAm if Vene spend is accelerated, but will boom with data center growth. Under followed situation. |
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01-12-26 leopardo
| I would invest in the Caracas stock exchange but there are now easy instruments to do it... |
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01-12-26 spal
Ven electrical grid:
Urgency: Extremely high and immediate. The grid's fragility is the primary bottleneck for oil revival, with sales starting now (30-50 million barrels initially). Blackouts disrupt oil extraction/refining and daily life, risking further economic collapse. U.S. policy emphasizes rapid action to channel proceeds, with work potentially beginning within months under secure conditions.
Cost: Approximately $10-20 billion over 5-10 years, based on expert estimates. This breaks down to $1-2 billion annually initially for urgent repairs (e.g., 1 GW thermal capacity at $700,000-$1 million per MW). Full modernization could reach $20 billion, including $5-10 billion for generation and $5-10 billion for T&D. Past plans (e.g., $1.5 billion for 9 GW recovery) were underfunded; embezzlement of prior $100 billion investments highlights the need for U.S.-controlled disbursement. Funding would come from oil proceeds ($2-3.5 billion initial tranche at current prices), scaled indefinitely.
Scanning now for small caps likely to benefit
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01-12-26 panasonic
| Savo, we are going back to pre Carlis Andres times, any news from Diosdado? |
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01-12-26 savo
JP
The bilateral commercial arrangement and the January 9 EO
President Trump on January 6 announced that the U.S. would be selling sanctioned barrels of Venezuelan oil and channeling proceeds into U.S. accounts. The proceeds, he said, would go to purchase American goods and services to help revive the Venezuelan economy and oil sector.
A subsequent Energy Department Fact Sheet clarified the following:
The United States government has begun marketing Venezuelan crude oil in the global marketplace for the benefit of the United States, Venezuela, and our allies. We have engaged the world’s leading commodity marketers and key banks to execute and provide financial support for these crude oil and crude products sales.
All proceeds from the sale of Venezuelan crude oil and oil products will first settle in U.S. controlled accounts at globally recognized banks to guarantee the legitimacy and integrity of the ultimate distribution of proceeds.
These funds will be disbursed for the benefit of the American people and the Venezuelan people at the discretion of the U.S. government. These oil sales begin immediately with the anticipated sale of approximately 30 – 50 million barrels. They will continue indefinitely.
The only oil transported in and out of Venezuela will be through legitimate and authorized channels consistent with U.S. law and national security.
The United States is selectively rolling back sanctions to enable the transport and sale of Venezuelan crude and oil products to global markets.
The Energy Department went on to note that U.S. diluent will be supplied to Venezuela to help optimize its heavy crude oil production and transport. The U.S. will also authorize imports of vital oil field equipment and services to support immediate growth and modernization, leveraging American and international expertise. Additionally, efforts will be made to improve Venezuela’s fragile electricity grid, which is crucial for boosting oil output and enhancing daily life.
Shielding oil proceeds from creditors. Beyond the basic guidelines and principles of the arrangement, President Trump on January 9 filled in some key details with an Executive Order. The EO clarified that the proceeds of the U.S.-directed oil sales would go into so-called “Foreign Government Deposit Funds” that would “constitute property of the Government of Venezuela and do not constitute the property of any private party, including judgment creditors of Venezuela”. The U.S. Government would hold these funds in a custodial nature, and Secretary Rubio will determine the use of funds on behalf of the Government of Venezuela for the stated sovereign purposes of “compliance with international obligations, the performance of government functions, and the maintenance of diplomatic and foreign policy objectives”. Of note, sovereign immunity is not waved. In essence, the EO clarifies that the US-directed, Venezuela-owned oil proceeds accumulating in the fund will be shielded from creditors and will not be attachable to satisfy judgments.
We think the initial assertion of sovereign immunity over the Venezuelan “Foreign Government Deposit Funds” is logical for an orderly launch of this new, innovative vehicle. However, it will raise questions about how quickly and with what emphasis creditors will be dealt with going forward—especially taken alongside some of President Trump’s comments in the recent White House gathering of oil executives to discuss Venezuela.
In that meeting held on January 9, Conoco’s CEO noted that his company had seen assets worth $12bn expropriated, leaving them as the largest “non-sovereign” creditor of Venezuela. Moreover, he commented that financial sector creditors also should be brought into the room, suggesting the need for a comprehensive restructuring to restore financing to the country. On that point, President Trump responded “we are going to start with an even plate, though; we are not going to look at what people lost in the past because that was their fault, that was a different president….”. The president also commented that the company would have had “a good write-off” and would be able to “make it back, one way or the other”. |
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01-12-26 savo
| precious metals kick-starting the week on turbo mode. |
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