08-26-26 carib
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08-26-26 spal
Most "real market" equities pulling back today - shipping, mining, metals etc. Whipped by an algo somewhere no doubt. But many of my stops were hit.
The theory:
This move reflects tactical position adjustments and headline risk unwinding rather than a breakdown in structural supply-demand fundamentals. Long-term supply constraints in physical metals and structural ton-mile tightness in shipping remain intact once the immediate geopolitical headlines settle.
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08-26-26 savo
| carib.. the guy coming apparently after him is worse than Vlad The Impaler. |
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08-26-26 carib
Savo: most likely, Netanyahu will be out of office in November.
Trump will be in office, but after January ruling by decree, lacking control of Congress. |
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08-26-26 spal
| Carib - it was an interesting Torm call - I listened to it. You know how sober the Danes can be. If anyone is watching the restructure of oil and gas trade lines and chokepoints it is them. |
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08-26-26 savo
carib... war is business for DT, his friends and family and for Netandracula, his friends and family.
DT was elected on a no war with Iran campaign. He was then informed of the money that could be made if he launched said war... hence he did it.
As long as there is more money at war than at peace the war will continue... the moment they can make more money with peace than with war the war will stop and Iran will be a US best friend. |
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08-26-26 carib
The risk of a prolonged stalemate in the Iran war is being underestimated by markets, according to the chief executive of Danish tanker group Torm, with a deadlock lasting months or even years more likely than a quick resolution.
Jacob Meldgaard compared the situation in the Gulf to Russia’s war in Ukraine, arguing that markets had again been too quick to assume that economic disruption would force both sides to find a solution.
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08-26-26 spal
Uranium - conditions entering today's session remain distinctly positive, backed by strong macro momentum, firming spot pricing, and key overnight earnings catalysts across the sector.
Uranium Spot Re-Test ($90.00/lb): US Uranium futures spiked to $90.00/lb this morning—hitting a 6-month high—driven by compounding supply friction (notably Kazatomprom's operational update citing acid plant delays and Kazakhstan's new subsoil legal frameworks).
Overnight Earnings Catalyst (Paladin Energy - PDN): Paladin Energy reported FY2026 full-year results overnight, demonstrating a transition to positive operating cash flow, full-scale mining operations at Langer Heinrich, and an average realized price of $70.00/lb. The stock traded up over +5% in Australia, establishing positive sentiment for global producers at today's open. Equities
Leading Spot: Equities are running ahead of the physical spot market. The VanEck Uranium & Nuclear ETF (NLR) is up ~16% in August, with U.S. domestic ISR players (UUUU, UEC, DNN) showing 30%+ rallies this month |
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08-26-26 spal
| Management raised full-year 2026 EBITDA guidance by +$200 million at the midpoint to $1.0B–$1.2B (up from $800M–$1.1B), with full-year TCE earnings projected between $1.4B–$1.6B. |
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08-26-26 spal
| Time Charter Equivalent (TCE) earnings hit $512 million, while fleet-wide average rates reached $59,301/day (vs. $26,672/day a year prior). |
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08-26-26 spal
TRMD - blow out results.
$2.40 quarterly div announced. It was possible to buy them at $24 recently. Not now. |
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08-26-26 ruspan
https://www.youtube.com/watch?v=_0tTM4xBBkc
A completely coherent explanation of the Ukranian war, useful :-)
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08-26-26 carib
IDF Chief of Staff Lt.-Gen. Eyal Zamir met with US Air Force Commander General Kenneth S. Wilsbach, together with Israel Air Force Commander Maj.-Gen. Omer Tischler on Sunday in Tel Aviv to discuss Iran and other regional security issues, the military confirmed on Wednesday.
Wilsbach's visit was unusual, as generally the US Central Command (CENTCOM) Chief Admiral Brad Cooper or CENTCOM Air Force Chief Lt.-Gen. Daniel T. Lasica would be expected to make such personal visits, with the American air force top commander having to cover the whole globe.
It was unclear whether Wilsbach visited because of the elevated levels of past and future cooperation between the countries' air forces during and after the early 2026 Iran war, or because Lasica had only recently taken office to replace Lt.-Gen. Derek C. France and needed more time to settle into his new role before undertaking foreign visits. |
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08-26-26 carib
| Secretary of State Marco Rubio has told several of his foreign counterparts in recent days that "for the time being" the U.S. is not expected to initiate new strikes against Iran, according to a U.S. official and a second source with knowledge of the matter. |
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08-25-26 savo
PT.. i presume you agree with Zelensky's recruiting techniques..
When the war in Ukraine is finally over, with half the country dead or maimed, Volodymyr Zelensky will have sold out his country and will end up living in Miami with billions in the bank.....
https://x.com/themarketsniper/status/2092341869116014788
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08-25-26 amateur
"Xi Signals Defiance as US Threatens Sanctions for Iran Support" (Bloomberg)
China will continue to trade with Iran, turning it deeply into chinese vassalage.
The current manager of America's decadence will of course do nothing about it...even if he would understand it.
I am rereading Gibbon's Roman Empire masterpiece, or rather rehearing it in audible in my car trips. Superb reader. |
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08-25-26 panasonic
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08-25-26 spal
| At some point ... probably by summer 2027 infrastructure funds like Macquarie will pile in. |
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08-25-26 spal
| If I had family office kind of money I would make an offer for it all ... but I do what I can. Early in 2027 an Excelerate Floating Storage Regasification Unit (FSRU) docks at the port they own in Cartegena and begins delivering natural gas ... Colombia is in chronic deficit (thanks to Petro). |
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08-25-26 spal
I am carrying a large FECCF position (subsidizing it and buying dips) Long story, but there is no real current market for this stock but it will cash flow c. $1.15 per unit on a 12 mth forward basis and this will compound at 15% p.a. Current cash yield is 19.4%.
I can't pass it up as it is nearly as good as my real estate and I work at that ...
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08-25-26 spal
| URA a good one for this. Trail a stop. I am still adding to Uranium positions ... but I know no fear. |
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08-25-26 panasonic
"but what would you think about monitoring the jewish population in the USA and EU?"
Indeed, same done in China.
Simply said, if a Rabbi says we'll covert USA in Jewish land and convert everyone to Judaism, put him on the first flight to Tel Aviv, I pay the one-way ticket. |
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08-25-26 panasonic
| Spal, thanks for sharing, only URA for me. |
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08-25-26 spal
USIO
USIO INC
Adding (this one not Uranium) |
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08-25-26 spal
Shares of uranium and nuclear-related companies are trading higher, possibly in response to Ontario Premier Ford's recent statement that Canada should cut the U.S. off from high-grade nickel and refined uranium produced in Ontario. The commodity has reached a seven-month high.
12:23 PM CDT, August 25, 2026 |
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08-25-26 spal
EU
ENCORE ENERGY CORP
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1.390.15 (+12.10%)
Anything with Uranium in the name flying
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08-25-26 spal
Russian President Vladimir Putin chaired a high-level government meeting on nuclear development. Rosatom CEO Alexey Likhachev formally announced that Russia is commissioning 38 new nuclear power units (adding ~30 GW of capacity across Siberia, the Urals, and the Far East), while simultaneously managing 28 active international builds across 9 partner nations.
The rally is a "squeeze from both ends": Russia and Kazakhstan are diverting physical supply into Eastern reactors and Rosatom pipelines, while the US Department of Energy and Western utilities are actively buying up all available domestic/allied supply to replace banned Russian imports before legacy contracts roll off. |
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08-25-26 spal
URA
Global X Uranium ETF
48.29(+5.69%)
The bellwether ETF
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08-25-26 spal
UUUU
ENERGY FUELS INC
16.055(+7.90%)
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08-25-26 spal
| Uranium related schtocks in fully rally mood |
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08-25-26 carib
| Panas: I see the logic.. but what would you think about "monitoring" the jewish population in the USA and EU? |
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08-25-26 pillz
| I can open a bank acc every where in the world , it is my problem , and Eu have nothing to do with it ... |
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08-25-26 panasonic
Savo, if was me (just my personal opinion), enough ground to start a monitoring of Islamic population in USA, nothing different from what china is doing, close surveillance and immediate action against anyone "who feels unhappy" in USA, Mamdani included.
EU should join, but probably too late there. |
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08-25-26 carib
CIA Director John Ratcliffe traveled to Russia aboard US military C-17 transport plane - report
A source familiar with the details of Ratcliffe's trip told The Jerusalem Post that Trump officials asked Ukraine several days ago to pause any strikes against Moscow from Monday through Wednesday. |
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08-25-26 savo
apparently 10mm is the normal price tag now
WASHINGTON (TNND) — State media in Iran broadcasted a video that stated Barron Trump, the son of President Donald Trump is being “fully monitored.”
The video clip is titled “Where to kill Barron Trump” and it shows pictures of dorms at New York University where he attends school.
There are reports saying that the Iranian regime placed a $10 million bounty on the young Trump’s head, according to the New York Post.
https://abcnews4.com/news/nation-world/iranian-state-media-releases-video-stating-that-baron-trump-is-fully-monitored-scott-bessent-donald-trump |
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08-25-26 carib
US offers $10 million reward for information on senior IRGC leaders, including one killed in April
The US State Department's Rewards for Justice offered a bounty of up to $10m. for information on five IRGC leaders, including Majid Khademi, who was killed by an Israeli strike in April. |
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08-25-26 carib
| Found the text: utterly unreadable eurocratese. |
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08-25-26 carib
Savo: I confess I have not yet read the text of the EU directive.
It's good for Bitcoins, anyway. |
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08-25-26 carib
Buying back long bonds while funding the purchases with bills shifts duration, or long-term interest-rate risk, out of public hands — economically, a small dose of quantitative easing run out of the Treasury rather than the Fed, easing financial conditions while inflation sits above target. These enlarged operations happen to run through the final stretch of a midterm campaign. Debt management that even appears to follow the political calendar spends the one asset that took two centuries to accumulate: the credibility of the Treasury market. That asset doesn’t regain its value so easily.
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08-25-26 savo
carib.. banks do not want to run the risk of being cut out from europe... they obey and will continue obeying.
In fact... banks in abstract do not make decisions... concrete people working at banks... compliance, risk management, legal.. they are the ones making the decisions. And while our generation of account officers were very sporty... the new ones follow the book and do not want to risk their jobs to help a client.
I see this as another nail in the EU coffin.
They start with this... if it doesn't work they will go after the client himself... They have the technology now to know where everybody is every minute... what and where he consumes... how he pays... Europe is choosing to be a tax and digital tyranny. Other countries are choosing the opposite.
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08-25-26 carib
| Actually, the directive (that I consider foolish) forbids non EU banks to actively seek new EU resident clients without opening an EU branch. EU residents are still apparently free to open unsolicited accounts, and those already having accounts are free to keep them. I suppose nothing prevents EU residents from opening non EU accounts using local or offshore ad hoc corporate structures. It is unclear to me what effective retaliation can be taken against non compliant foreign banks with no presence in the EU, given the EU lacks jurisdiction to act. |
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08-25-26 carib
| There is a grandfathering clause in that directive. |
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08-25-26 savo
things will get more complicated "From 11 January 2027".
We'll see how things shape up.
But according to the text either banks open a licensed branch in the country of EU residence of the client or the client will see his bank account closed. |
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