10-16-25 pillz
| gold soared above $4,242 an ounce, taking gains this year to more than 60% as trade frictions and expectations for further Federal Reserve interest-rate cuts lured buyers. |
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10-16-25 pillz
the world’s 50 biggest miners just added $450B
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only $450B ?? , when gold is up about 55% ?? |
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10-16-25 spal
MINING.COM
@mining
·
5h
Mining giants are on fire — the world’s 50 biggest miners just added $450B in market value in a single quarter as gold and copper prices go wild. #mining #commodities #gold #copper
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10-16-25 victor
savo, why would europe follow such a paranoic example?
//
in spain's case it's even better.
the imf said the debt/gdp ratio is trending downwards.
keeping sanchez in moncloa, with his hands tied w/o a budget, thanks to miriam, seems to do wonders.
4 years without a budget? great. |
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10-16-25 spal
| Trump acknowledges he approved CIA activities in Venezuela. |
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10-15-25 panasonic
| BTW tonight, NYT 9pm, will interesting to watch CNN program with Sanders and Pinkita, and how the presence of Foro de Sao Paolo in USA is gaining traction, and center of Dems party has been displaced. |
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10-15-25 panasonic
| Vic, if pursuit of beating DT is in the best interest of Spain, so be it. |
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10-15-25 victor
pan, he needs to decide on what side Spain belongs on Russian's invasion of Ukraine
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does he? i don't think so. |
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10-15-25 savo
the US budget is 6.7 trn... the defense budget is 1trn ie 15%.
As a consequence the country is bankrupt accumulating 2.5 trn of debt every new year.
why would europe follow such a paranoic example? |
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10-15-25 panasonic
| Vic, but whether he likes DT or not, he needs to decide on what side Spain belongs on Russian's invasion of Ukraine. |
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10-15-25 victor
pana, dt wants european countries to increase nato spending, so the usa can decrease nato spending.. and not be as involved.
and sanchez has decided to call out dt's bluff or threat.
dt now responds the only way he knows how.. by threatening to expel spain from nato, and by import taxes.
sanchez' response:
fine.. go right ahead.
a) nato needs spain far more than spain needs nato.
b) spain has a trade deficit with the usa.
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10-15-25 victor
pana, beating DT in what sense?
//
dt can threaten sanchez all he wants, and sanchez won't budge.
call out dt's threats, and get away with it.
in dt's playbook, that's a loss. |
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10-15-25 spal
| Panas - yes indeed it does. Rolls Royce is probably a buy on the open. |
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10-15-25 panasonic
| Spal, that explains the big jump on SMR tdy, tks. |
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10-15-25 spal
Overview of the Janus ProgramThe Janus Program is a newly launched U.S. Army initiative to deploy advanced microreactors for resilient, on-demand nuclear energy to power military installations and missions. Announced on October 14, 2025, at the Association of the United States Army (AUSA) Annual Meeting, it builds on Project Pele (a transportable reactor prototype) and uses a milestone-based contracting model with commercial partners.Key DetailsGoals: Provide secure, uninterrupted power for defense operations, enhancing energy dominance, mission readiness, and national security. It supports "Nth-of-a-kind" production to scale microreactors commercially.
Uranium Involvement: The Army will oversee the full uranium fuel cycle and nuclear supply chain, ensuring domestic sourcing and regulatory compliance.
Timeline: Targets operational reactors at U.S. military sites by September 30, 2028, per Executive Order 14299.
Partnerships: Led by the Department of the Army with the Defense Innovation Unit (DIU) for contracting; involves Department of Energy (DOE) for safety and technical support. Reactors will be commercially owned/operated under Army oversight.
This program accelerates nuclear tech for warfighting, reducing reliance on traditional grids.
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10-15-25 spal
UROY
URANIUM RTY CORP
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6.32 (+48.01%)
Actually have this one ... exploding in after hours trading.
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10-15-25 panasonic
Vic, back to your original post:
Author of "how to beat Trump at his own game"
Maybe I'm too slow tdy, what exactly Sanchez needs to beat DT at?
You just said Sanchez can't pay, and he can't broker a peace deal, beating DT in what sense?
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10-15-25 victor
pana, and if spain were expelled from nato, maybe sanchez could sign a security deal with putin?
:-)) |
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10-15-25 victor
pana, dt is the one that said that nato should expel spain.
what more do you want?
someone, like ruspan, might argue that maybe it would be best for spain to be expelled from nato.
just saying. |
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10-15-25 victor
pana, ???
dt is the one going after sanchez.
dt is making these stupid threats re taxes.
not sanchez. |
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10-15-25 panasonic
| Vic, so he can't pay, he can't solve the conflict, so "calladito queda mas bonito" :-) |
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10-15-25 victor
carib, same applies, whether it's 3.5% or 5%.
sanchez cannot get anywhere near that, even if he wanted to.
and he does not want to.. 2.1% is his goal. |
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10-15-25 carib
The 5% defence spending target is a known joke.
3,5% target is real. |
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10-15-25 victor
pana, besides, even if sanchez wanted to, he cannot.
he is trying, as a goal, to reach 2.1% defense, from 1.2%..
no guarantees he will get there though.
right now it's 1.2%, and miriam already confirmed it's a NO to the 2026 budget.
so spain won't have a budget next year either.
how would you go from 1.2% to 5% defense spending without a budget, pana??
how?
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10-15-25 victor
pana, sanchez is doing his job.
//
"he is only interested in votes and has zero interest in "solving."
you could say the same about dt, pana. |
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10-15-25 carib
What the heck should Sanchez "negotiate with Putin?
Catalonia? |
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10-15-25 panasonic
Vic, simple if he doesn't agree with DT, find a way to solve elsewhere.
As Carib said, he is only interested in votes and has zero interest in "solving." |
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10-15-25 victor
pana, why would sanchez negotiate with putin??
how about kaja k negotiate with putin??
makes more sense to me.
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10-15-25 spal
GAU
GALIANO GOLD INC
3.00 (+7.32%)
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10-15-25 carib
Panas: I guess Sanchez only goal is to remain in power in Madrid.
Foreign and defence policy positions are purely directed to domestic audience. If in search of actual good deeds.. he could start tracking Veny dirty money in Spain.. there is plenty.
;-) |
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10-15-25 carib
| Trump administration authorizes CIA for covert action in Venezuela - Bloomberg |
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10-15-25 panasonic
Vic, all true...but conflict can't be considered DT's fault.
Hate or no hate, right now someone needs to solve.
EU is the one that has a big problem, and yes, they all agreed on Ukraine joining NATO, correct?
Sanchez should broker a peace deal with Putin, but of course he not doing that, all his effort goes to fight DT...there is no win here, time means escalation, escalation means more money in defense...or am I missing something? |
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10-15-25 victor
pana, in mexico they say:
la burra no era arisca, la hicieron a palos.
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10-15-25 carib
| on oct 26th, argie voters are now informed of the likely cost of casting ballots against Milei, I guess... |
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10-15-25 savo
(Bloomberg) Argentine Bonds Jump on News US Lining Up $40 Billion in Aid
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10-15-25 victor
pana, i already told you the story of how sanchez supported dt with juan guaido, as president of vz..
sanchez was criticized by the left, for supporting jg.
then dt seriously f*cked up, by leaving jg hanging there..
and sanchez took a hit for supporting him.
from sanchez' perspective: never again support dt.
dt burned me once, never again.
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10-15-25 victor
pana, dt is pretty unpopular in europe.
take the uk, highly unpopular.. yet the pm does dt's bidding.
no matter what.
same in other european countries.
sanchez is the only one in europe calling dt's bluff.
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10-15-25 carib
Bombarderos estratégicos B-52 de la Fuerza Aérea de Estados Unidos sobrevolaron este miércoles el Mar Caribe frente a las costas de Venezuela, en las cercanías del archipiélago de Los Roques, como parte de una serie de operaciones del Comando Sur (Southcom).
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10-15-25 victor
pana, dt argued that the usa should step away from the ukr war, because the usa is not affected by it.
at one point, dt was perceived as taking sides with putin.
sanchez is arguing and doing the same. |
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10-15-25 panasonic
| Savo, true but the Auto-pen had low battery that day :-( |
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10-15-25 savo
pana.. zelensky could have accepted Putin's request on day one.. no nato on Ukraine... and the war would have been avoided...
The question is who decided that Zelensky should not accept that simple request? |
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10-15-25 panasonic
Vic, hope not...title should read:
"How to side with Putin on killing Ukranians and fool the rest of EU". |
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10-15-25 carib
Ps: it can go higher, after the quarterly report.
preferred battery provider for military drones. |
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10-15-25 carib
almost everything green on the screen..
my pet stock AMPX now UP 1.070% (over ten times profit) in the last year...
;-) |
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10-15-25 spal
Quantum theme
$RGTI 6436%
$QUBT 2839%
$ARQQ 1335%
$IONQ 657%
$QBTS 322%
===
Crazy stuff ... bogus, but the trend is your friend.
I take it that this is just for the record only Savo? |
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10-15-25 spal
| GAU (Gold in Ghana) currently out performing versus other junior gold miners. |
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10-15-25 victor
savo, right. it's one way of looking at it.
feijoo es un cero a la izquierda.
the other way: sanchez is doing everything possible for Vox to rise in the polls, and eventually become the #2 party..
psoe would be #1 party
vox #2 party
pp #3 party, due to vox cannibalization
a dream come true for sanchez. |
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10-15-25 victor
pana, we'll see about that. :-))
for now, sanchez is the author of the book:
"how to beat Trump at his own game"
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10-15-25 panasonic
Vic, wonderful news!!! For China of course.
China sending bullets and drones to kill Europeans and they side with the guy that is showing the finger on spending money to their own alliance defense.
Tears will follow when Spanish women are stoned in plaza mayor for not lack of respect... |
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10-15-25 savo
spal...
Quantum theme
$RGTI 6436%
$QUBT 2839%
$ARQQ 1335%
$IONQ 657%
$QBTS 322% |
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10-15-25 spal
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10-15-25 savo
| looking at colorless, odorless and tasteless Feijo...one can not not like Sanchez |
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10-15-25 victor
pana, sanchez deserves to be re-elected
:-))
//
Bruselas advierte a Trump de que «responderá» si le impone aranceles a España
El portavoz de Comercio recuerda que la competencia comercial es exclusiva de la Comisión y que esta tiene competencias para defender a nuestro país
Unas horas después de que el presidente estadounidense, Donald Trump, volviera a amenazar a España con imponerle aranceles si no eleva el gasto en defensa al 5% del PIB, la Comisión Europea le ha advertido de que no se quedará de brazos cruzados.
«Lo que puedo decir, de manera general, es que la política comercial recae sobre la competencia exclusiva de la Comisión Europea, que actúa en nombre de todos los Estados miembro, de manera que responderá de manera adecuada, como siempre hacemos, ante cualquier medida tomada contra uno o varios de nuestros Estados miembro», ha afirmado el portavoz de Comercio, Olof Gill, en declaraciones recogidas por la agencia Europa Press.
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10-15-25 savo
as expected.. QE enconre is inevitable... in the end the FED will be the only taker of USTs.
"Powell also said that the central bank may soon stop shrinking its roughly $6.6 trillion balance sheet. The Fed has been allowing roughly $40 billion of Treasuries and mortgage-backed securities to mature each month without replacing them. The shift could weigh on longer-term Treasury interest rates."
https://www.cbsnews.com/news/jerome-powell-speech-today-federal-reserve-labor-market-rate-cuts/ |
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10-15-25 spal
"I wanna own the entire world; everything & everybody. No amount of money and power can quench the burning Black Hole in my mental disturbance. I will take & take & take & give nothing back to society because I know how to do it & not restrained by any moral principles" 😱
Quote
*Walter Bloomberg
@DeItaone
·
23h
BLACKROCK CEO LARRY FINK: BELIEVE WE'RE JUST AT BEGINNING OF TOKENIZATION OF ALL ASSETS, FROM REAL ESTATE TO EQUITY TO BONDS |
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10-15-25 spal
BESSENT ON SURGE IN GOLD PRICE: MORE BUYERS THAN SELLERS
====
This is my quant ... LOL
https://x.com/conksresearch/status/1978445323191148672 |
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10-15-25 savo
gold does not go up or down... it is always the same... atomic number 79...
what goes down is the dollar (and the euro, etc..)
It is the dollar that loses value... 99% against gold since Nixon had the clever idea to default and go out of the gold standard... and 80% against the CHF over the last 50 years.
As long as the Fed continues provoking inflation with the 2% target, QE, bail outs, TBTF, the US Tresury and OFAC sanctioning other foreign nations and stealing their assets...people will continue running away from the dollar...with ups and downs of course. But the track seems very clear. The world is exiting the dollar standard.
It will continue being the preferred currency for trade because everybody knows a buck... but losing weight over time. |
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10-15-25 CAC
| At least the amount paid to the shareholders. |
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10-15-25 CAC
| Carib, any idea why they didn't rule that UBS or the regulator should pay to the AT1 holders? |
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10-15-25 carib
Pill: I agree with Dimon.
As long as gold appreciates much more than 4% a year, it makes sense to hold it. But it will not go up for ever, by definition, and a certain point it will no longer make sense to hold it, and it can decrease in price substantially.
That is, unless the world goes back to "gold standard", and permanent deflation. |
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10-15-25 savo
| i do not know who was the clever mind that advised Biden to put sanctions on Russia ...but whoever that was must have been long gold... because gold went vertical after that. |
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10-15-25 savo
pillz.. i think he forgot the most important element... sanctions and confiscation of bank accounts and gold that belong to foreign countries.
Who would want to own currency or debt from a country that steals it from you if you do something that they do not like?
And given that the US is an enemy of 3/4 of the world... there are very few takers for USTs right now.
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10-15-25 pillz
Dimon Says It’s ‘Semi-Rational’ to Hold Gold in Your Portfolio
JPMorgan Chase & Co. Chief Executive Officer Jamie Dimon said he sees some logic in owning gold, while declining to say whether he thinks the precious metal is overvalued after a historic run-up.
“I’m not a gold buyer — it costs 4% to own it,” Dimon said Tuesday at Fortune’s Most Powerful Women conference in Washington. “It could easily go to $5,000, $10,000 in environments like this. This is one of the few times in my life it’s semi-rational to have some in your portfolio.”
Gold, which traded below $2,000 just two years ago, has outpaced gains in equities so far this century, reflecting investor demand for safe-haven assets amid inflation concerns and geopolitical unrest. It continued its torrid advance on Tuesday, climbing 0.8% to $4,142.94 an ounce, extending its gain this year to 58%.
“Asset prices are kind of high,” Dimon said, and “in the back of my mind, that cuts across almost everything at this point.”
Last week, billionaire Citadel founder Ken Griffin said investors were starting to view gold as safer than the dollar, calling the development “really concerning.” |
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