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09-19-19  pillz

VIX roll yield at about 25% ;;;; oops … time to sell more puts on uvxy ...

09-19-19  pillz


BlackRock, Inc. (BLK) … they control about 6 to 7 trillion $ in the market … maby I will sell some puts ...

09-19-19  wally

Asked for his response, Trump said “We know very much what happened”
*****
:~)


09-19-19  spal

4 days ago Iran wiped out 50% of KSA production capacity...

====

They did not wipe it out - they interrupted it. At prevailing price levels the impact is not significant, indeed the Saudis had been threatening to cut their own production. Mainstream America does not have a favorable opinion of SA. SA has been very provocative in Yemen. Yemen is a tragedy. You could well argue that the Saudis had this and worse coming to them. I would argue that.

09-19-19  spal

Asked for his response, Trump said “We know very much what happened” but argued that it was “a sign of strength” that he has thus far taken no military action against Iran.

“How did going into Iraq work out?” Trump asked, then added: “There’s plenty of time to do some dastardly things. It’s very easy to start. And we’ll see what happens.”

===

Very well stated.

Agree with this.

09-19-19  Alex

US president that stands up to dictators and murderers and does not deliver the world in a tray to China, Russia, Hezbolah...etc... not that courts them


Unfortunately all democrat candidates do, worse than Donald.


09-19-19  amigo-latino

_US officials have reportedly presented a range of military responses to the president,

prompting a formal written warning to Washington from Tehran that any US attack would lead to broader military retaliation._

09-19-19  amigo-latino

Trump disappoints war lovers

_At a press conference in Riyadh a Saudi defence spokesman claimed that 25 drones and cruise missiles were used in the attack on the Aramco facilities on Saturday, saying repeatedly they had been fired from the north, the direction of Iran.

Asked for his response, Trump said “We know very much what happened” but argued that it was “a sign of strength” that he has thus far taken no military action against Iran.

“How did going into Iraq work out?” Trump asked, then added: “There’s plenty of time to do some dastardly things. It’s very easy to start. And we’ll see what happens.”


Trump put the emphasis on further sanctions on Iran, tweeting on Wednesday morning that he had instructed the US treasury to “substantially increase” sanctions._

09-19-19  amigo-latino

Obama destroyed Syria and Libya.

Carter started the process of destroying Afghanistan.

09-19-19  amigo-latino

_does not deliver the world in a tray to China_

Trump is in the process of "delivering" Iran to China.

09-19-19  amigo-latino

Vene
_España ha abogado este miércoles por la reanudación del diálogo en Venezuela para encontrar "una salida pacífica y negociada" a la crisis que sufre el país, si bien ha indicado que estas conversaciones deben contar con la participación de "los principales actores" políticos, incluido el autoproclamado presidente encargado, Juan Guaidó, y ha reiterado su disposición a "contribuir"

El Ejecutivo en funciones de Pedro Sánchez ha expresado "su preocupación por la paralización de las negociaciones que habían venido desarrollándose en los últimos meses entre actores venezolanos con mediación noruega", que comenzaron en mayo y culminaron en agosto por decisión del equipo de Nicolás Maduro.

Según ha contado el propio Guaidó esta semana, ofreció a Maduro un gobierno de transición en el que no estuvieran presentes ninguno de los dos para guiar al país a unas elecciones presidenciales "reales", reactivar la economía venezolana y conseguir que la ayuda humanitaria entre al país.

Maduro rechazó esta oferta y ha contestado esta semana firmando un acuerdo con cuatro partidos minoritarios de la oposición venezolana, la denominada Mesa Nacional, para iniciar un nuevo diálogo con miras a que en el futuro se puedan sumar las fuerzas políticas que lo deseen.

"El Gobierno de España reitera su convicción de que la solución a la profunda crisis multidimensional que atraviesa el país sólo puede alcanzarse mediante una salida pacífica y negociada entre venezolanos que conduzca a la celebración de elecciones presidenciales anticipadas con las debidas garantías democráticas", ha dicho el Ministerio de Asuntos Exteriores, UE y Cooperación en un comunicado.

Sin embargo, ha indicado que "dichas negociaciones entre venezolanos deberán contar con la participación de los principales actores del país, incluyendo obviamente la representación del presidente encargado, Juan Guaidó, y de las fuerzas políticas con mayor número de escaños en la Asamblea Nacional", recalcando que "este no es el caso de la Mesa Nacional presentada el 16 de septiembre".

La diplomacia española también ha considerado que cualquier nueva negociación entre Maduro y Guaidó "deberá partir de los avances alcanzados en el proceso de Oslo".

https://listindiario.com/las-mundiales/2019/09/18/583142/espana-pide-un-dialogo-en-venezuela-que-incluya-a-guaido

09-19-19  savo

alex... i cant comment on how good or bad a Democrat will be for the local economy...no idea...as an outsider I want to see a US president that stands up to dictators and murderers and does not deliver the world in a tray to China, Russia, Hezbolah...etc... not that courts them... and it what respects to us... that does not interfere with the trading of our bonds...something absolutely unseen.

09-19-19  Alex

The current democrat candidates are simply unelectable, unless you adore socialism.

Jmvvvvho.


09-19-19  savo

Really?? An apparatchik guy as NSA???

Where outgoing NSA John Bolton was bombastic - an outside personality with an eye for the television cameras - Robert O'Brien is a behind-the-scenes bureaucratic player. He spent much of his career practising law, and when he did make forays into public service, it was mostly in roles deep in the machinery of government.

https://www.bbc.com/news/world-us-canada-49744497

09-19-19  savo

carib... the next election will be about Trump..for or against... irrespective of who is the Democrat candidate...

You have to keep in mind that Trump has lost the vote count in both 2016 and 2018.

2015: 63 million vs Hillary 66 million

2018: 51 million GOP vs 61 million Democrats.

Of course the vote count is not what matters in the end...

The point is... he does not have the votes... in 2016 he managed to have the electors ...and so he is president...will things work out in 2020 again?

I imagine the Democrats have learnt the lesson and will focus on the important swing states... what this poll is showing is that they are getting results particularly in that.

09-18-19  carib

Savo: I guess too early to say. in particular before democratic candidate selected by primaries..

09-18-19  Alex

And then we get President Sanders.


09-18-19  savo

there is hope guys...may be it is 1 year and not 5..

Trump's economic approval takes hit in battleground states: poll

President Trump’s economic approval numbers are declining in key battleground states and he trails a generic Democrat in the race for the White House, according to a poll conducted by Priorities USA, the nation’s largest Democratic super PAC.

The survey of Florida, Michigan, Nevada, Pennsylvania and Wisconsin finds a generic Democrat leading Trump 48 percent to 40 percent, with 11 percent undecided. Thirty-six percent said they would definitely vote for the Democrat, against only 26 percent who said they would definitely vote for Trump.
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Trump won all of those states except for Nevada in 2016, with Michigan, Wisconsin and Pennsylvania going for the Republican candidate for the first time in decades.

The Priorities USA model projects 278 Electoral College votes for the Democrat, with 259 going to Trump and one undecided Electoral College vote in Nebraska’s 2nd District.

A candidate needs 270 electoral votes to win the presidency.

The model finds Democrats rebuilding their blue wall in the Rust Belt by winning back Wisconsin, Michigan and Pennsylvania.

Still, Priorities USA Chairman Guy Cecil warned that Democrats have only a narrow lead in those battleground states and that if the election were held today, it would be very close.

“In almost every instance we are one state away from the reverse being true ... we show an Electoral College projection that is tight,” Cecil said.

Perhaps the brightest spot in the poll for Democrats is Trump’s declining approval ratings on the economy.

Trump’s job approval on the economy shrunk from 55 percent positive and 45 percent negative in May to 52 percent positive and 48 percent negative in August.

The number of voters who said there are good jobs available in their area was nearly cut in half, going from 14 points positive in May to 8 points positive in August.

When survey respondents were asked whether they’re satisfied with current economic conditions, 36 percent said they’re dissatisfied, up from 32 percent in May.

Those negative trend lines for Trump hold true across the board, with an increase in respondents saying their income is falling behind the cost of living, that they haven’t benefited from Trump’s economic policies and that their family’s economic situation has worsened.

On trade, taxes and wages, a plurality of voters said Trump’s handling of those issues is a reason to elect someone else.

“By multiple measurements … we’re seeing declines in [Trump’s] economic numbers overall,” Cecil said.

Among undecided voters, Trump’s job approval rating is at 61 percent negative and 39 percent positive, according to the Priorities USA survey.

But among the chief concerns for Democrats are motivating young voters and African Americans, as the survey found a lack of enthusiasm among those key liberal voting blocs.

The survey found that 77 percent of Trump voters are highly enthusiastic about voting in 2020, with 75 percent of Democrats saying the same. But only 62 percent of African Americans and voters between the ages of 18 and 34 said they’re enthusiastic about voting in 2020.

“We have work to do among the Democratic base to do what we can to turn them out,” Cecil said.

The Priorities USA survey of 3,014 voters in five states was conducted between Aug. 13 and Aug. 25 and has a 1.8 percentage point margin of error. Forty-seven percent of those polled voted for Trump in 2016, 46 percent voted for Hillary Clinton and 7 percent voted for a third party.

https://thehill.com/homenews/campaign/461570-trumps-economic-approval-takes-hit-in-battleground-states-poll

09-18-19  panasonic

spal :-))

09-18-19  pillz

A BB bond offering at 8% yield = Peabody Energy , sooo the market don't like coal ...

09-18-19  pillz

Fed's Powell: Do not foresee Fed using negative rates.

09-18-19  pillz

Fed's Powell says it's possible the Fed will have to resume balance sheet growth. Fed's balance sheet equals to 17.7% of US GDP vs ECB's 40.5% or Japan's 103.4%. https://cnb.cx/34T257s

09-18-19  pillz

Fed made modest reduction in interest rates by 25bps, stopped far short of dramatic action Trump has demanded for mths. In extremely unusual move, Trump blasted Fed's announcement within minutes, targeting Powell. "No 'guts,' no sense, no vision! A terrible communicator."

09-18-19  spal

Panas ... yes definitely cut then tweet ... that should do it.

09-18-19  panasonic

spal, market going down, expected bigger cut...strong reaction
from Trump will follow

09-18-19  spal

KSA ... fake news, I think ...

;)

09-18-19  panasonic

25 bps cut...no immediate risk of negative rates

anyone remembers KSA tdy? old news jeje

09-18-19  savo

trump asking the UST to put more sanctions on Airan!..

the man clearly knows only one move...!!!

09-18-19  spal

Atento S.A. Ordinary Shares
NYSE : ATTO
$3.22 0.18 (+5.92%)

Testing a wall at 3.26
Longer term secular rebound in process.



09-18-19  spal

ATTO

moving up - buying interest.

09-18-19  paxwax

Energy Transfer with its outsized dividend?

09-18-19  paxwax

Mniam, is this still on your list of favourites?

09-18-19  pillz

Over the past 10 months, 30-yr US Mortgage rates have moved from 4.94% to 3.49%...

09-18-19  pillz

US Housing Starts: highest level since June 2007...

09-18-19  pillz

Trump Asks Treasury to Substantially Increase Sanctions on Iran

09-18-19  carib

IMHO, the prediction of long term negative rates.. implies long term stagnation.
not a good way to promote investment, for sure.
Is China the only remaining place where to invest in growth?

The energy transition is probably one of the few sectors where investment should remain strong, even in a stagnating economy.

09-18-19  savo

NYC has cronic labor problem...they prefer empty room than paying
a maid to clean in it



jajajajajajaj!!!!

09-18-19  savo

guys.. i agree the news cycle is particularly short these days.. but 4 days ago Iran wiped out 50% of KSA production capacity...Trump threatened and as always chickened out... oil prices went up a lot... down a bit.. and everything back to normal... the bad guys continue in charge.

09-18-19  panasonic

Savo, replace NYC by Las Vegas and you'll find real cheap prices

NYC has cronic labor problem...they prefer empty room than paying
a maid to clean in it

09-18-19  savo

pills.. i think negative rates make matters worse... kills that extra money that people would easily make on savings...which instead of going to consumption goes to debt buy backs... and adds nothing to the real economy...

same for pensions and the retired...

09-18-19  savo

pana... very palpable slowdown on this side of the globe too... but i guess it will be for real the day NYC hotels start quoting online realistic prices!

09-18-19  panasonic

Pilly, inflation is off the table...same applies to USA, I was
there for one week, everything on sale ... "black friday" all
year long.

09-18-19  pillz

Europe faces eight more years of negative rates, JPMorgan finds

The chances of a global recession are rising despite looser monetary policy from major central banks, while Europe faces another eight years of negative interest rates, JPMorgan Asset Management predicts.

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