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10-09-25 victor
| The United States Justice Department has indicted New York Attorney General Letitia James for bank fraud, raising fears that President Donald Trump is continuing a campaign of retribution against perceived rivals. |
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10-09-25 victor
pana, sanchez is not yielding to dt :-))
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Trump floats dropping Spain from NATO alliance
WASHINGTON, Oct 9 (Reuters) - U.S. President Donald Trump suggested on Thursday the NATO alliance should weigh throwing Spain out of its membership ranks over a dispute about the Western European nation's lagging military spending.
Members of the U.S.-backed security alliance agreed in June to sharply increase their military spending to 5% of gross domestic product, delivering on a major priority for Trump, who wants Europeans to spend more on their own defense.
But Spanish Prime Minister Pedro Sanchez said at the time that he would not commit to the 5% target, calling it "incompatible with our welfare state and our world vision."
At an Oval Office meeting with the leader of NATO's second-newest member, Finnish President Alexander Stubb, Trump said European leaders need to prevail upon Spain to boost its commitments to the alliance.
"You people are gonna have to start speaking to Spain," Trump said. "You have to call them and find why are they a laggard."
He added: "They have no excuse not to do this, but that's alright. Maybe you should throw 'em out of NATO frankly."
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10-09-25 spal
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10-09-25 savo
silver spot above 50...
in 1971 the US went out of the gold standard... the .... gold from 40 to 400 in tens years... and with it oil and other commodities, the inflation of the 70s... Reagan, Thatcher.. etc...
I think we are at the doors of a similar disruptive era.
It is clear that there is no party in the US for fiscal responsibility, that the fed lost control of monetary policy and can not set rates where they should be to lower inflation because it would bankrupt the country overnight, and that the US will continue using the dollar as a weapon.
No reason to hold dollars.
The world is getting out of the dollar standard. |
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10-09-25 spal
Reports estimate that AI-related capital expenditures surpassed the U.S. consumer
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Yes - almost certainly true |
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10-09-25 savo
attractive yields on Angola bonds:
Outlook still constructive despite a tough global backdrop. Growth is at 4% with the
non-oil economy gaining share, while external accounts remain solid, with a trade
surplus of 10.5% of GDP and 8 months of import reserve cover. Oil output is stabilising
around1.06mn barrels a day with upside from new gas projects; diamonds and LNG
prospects add diversification. The fiscal stance is conservative and scenario-based and
the 2025 budget embeds oil price stress tests and allows a freeze of up to 45% of
discretionary allocations if revenues undershoot, with exemptions for health, education,
poverty programmes, sovereign bodies, and debt service. Public debt is falling and kept
below the 60%-of-GDP threshold, with a preference for longer 15-20yr maturities for
external financing needs and domestic financing for local projects. Near-term issuance
is optional rather than urgent and alternatives include MDB loans/guarantees, export-
credit finance for infrastructure, and asset monetisation. The local currency curve is
being lengthened, and authorities are working to deepen the investor base (including
allowing foreign participation) while avoiding crowding out. Key risks remain oil price/
volume shocks and reform fatigue; the response plan is clearer communication, pre-
agreed contingencies, and continued transparency on financing, aimed at keeping
funding flexible through 2025–26. |
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10-09-25 savo
| Reports estimate that AI-related capital expenditures surpassed the U.S. consumer as the primary driver of economic growth in the first half of 2025, accounting for 1.1% of GDP growth. JP Morgan Asset Management’s Michael Cembalest notes that “AI-related stocks have accounted for 75% of S&P 500 returns, 80% of earnings growth and 90% of capital spending growth since ChatGPT launched in November 2022. |
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10-09-25 savo
Oracle’s stock jumped by 25% after being promised $60 billion a year from OpenAI, an amount of money OpenAI doesn’t earn yet, to provide cloud computing facilities that Oracle hasn’t built yet, and which will require 4.5 GW of power (the equivalent of 2.25 Hoover Dams or four nuclear plants), as well as increased borrowing by Oracle whose debt to equity ratio is already 500% compared to 50% for Amazon, 30% for Microsoft and even less at Meta and Google.
There is no way for Oracle to pay for this with cash flow. They must raise equity or debt to fund their ambitions. Until now, the AI infrastructure boom has been almost entirely self-funded by the cash flows of a select few hyperscalers. Oracle has broken the pattern. It is willing to leverage up to hundreds of billions to seize a share. The stable oligopoly is cracking…The implications are profound. Amazon, Microsoft and Google can no longer treat AI infrastructure as a discretionary investment. They must defend their turf. What had been a disciplined, cash-flow-funded race may now turn into a debt-fueled arms race. |
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10-09-25 spal
Amd three rolls in three days.
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3 slices ...
;)
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10-08-25 panasonic
| Amd three rolls in three days. |
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10-08-25 spal
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10-08-25 spal
KNTNF
K92 MNG INC
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13.981.41 (+11.22%)
Highly leveraged to gold price.
Operates in Papua New Guinea
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10-08-25 spal
ASTS
AST SPACEMOBILE INC A
Space data ... satellite transmission co
Missed it on the open.
On watch |
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10-08-25 spal
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10-08-25 spal
The only way the investors can actually recoup their costs—let alone generate a return on all that data center money—is if AI revenue expands rapidly, i.e. 50x growth in a very short period of time.
Is that possible? Of course it’s possible. But it’s hardly a slam dunk.
Most consumers right now don’t pay for AI. Or if they do it’s small dollars ($8/month).
What the AI evangelists are hoping for is that the big revenue will come from major companies— large corporate clients who replace expensive, salaried human beings with $299/month AI subscriptions.
Theoretically those mass layoffs could generate enough revenue for AI investors to eek out a modest return on investment.
McKinsey estimates that there would need to be $1 trillion to $1.5 trillion in AI revenue by 2030 (up from about $30 billion today) in order to justify all the data center investment.
But that amount of revenue would require laying off over 400 million people worldwide— more than twice the size of the entire US labor force— and replacing them with AI subscriptions.
There are other possibilities, of course. Maybe a global productivity boom is able to unlock enough economic growth that the AI investments ultimately pay for themselves. I hope so. But given all the anti-AI regulation in various governments (I’m talking about you Europe!) I’m not holding my breath.
It’s also possible that these big tech companies and AI investors take a huge bath and lose hundreds of billions of dollars. And this scenario would carry adverse consequences for pension funds, retirement programs, etc. who are invested in these big tech companies.
At a minimum, while it’s pretty clear that AI is obviously the future (no to mention the present…), the financial outcome carries a lot of risk and uncertainty. So definitely take the evangelism with a grain of salt. |
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10-08-25 spal
| Miners to rip today as global debasement trade accelerates according to Schpal ... |
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10-08-25 leopardo
| Strange to say but Italy is in a much better position than France nowadays |
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10-08-25 carib
Victor: I am not french, and Macron is not standing for elections, hence your question is moot.
Now, if you want my opinion on France, it is quite pessimistic.
If I was french, I would have left the country decades ago.
I have property on french soil, but given it's overseas, it does not suffer french wealth taxes. |
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10-08-25 spal
An actual current Chinese project:
Imagine a fleet of smart satellites acting like a giant computer floating in space. This project, called the "Three-Body Computing Constellation," is China's first big step toward building one: In May 2025, they launched 12 small satellites into low Earth orbit (about 300-500 miles up). These aren't just cameras or phones in the sky—they're mini supercomputers linked together.Here's the basics of how it works:Brain Power: Each satellite has an AI "brain" that can do 744 trillion calculations per second (that's like running billions of math problems in a blink). Together, the 12 pack a punch equal to some of Earth's top supercomputers for certain tasks.
Teamwork: They chat with each other super fast using laser beams (up to 100 gigabits per second—like downloading a movie in a second), forming a network that shares data and computing jobs without needing to phone home to Earth all the time.
Daily Jobs: They run AI software (like a simplified version of ChatGPT, with 8 billion "building blocks") to crunch data right there in space. This means analyzing satellite photos for weather disasters, tracking ships or planes for security, studying stars and X-rays from space, or even helping with emergency rescues—all in real-time, without waiting for data to beam down to ground stations.
Right now, it's like a test squad: They process stuff that satellites usually collect (like Earth images or space signals) on the spot, cutting out slow downloads that waste time and bandwidth. The plan? Grow it to 2,800 satellites over the next few years, turning space into a massive, always-on cloud computer.
China's Guoxing Aerospace (w/ Zhejiang Lab)
LEO AI constellation
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10-08-25 spal
By end-2025, expect 5-10 launches testing kilowatt nodes, validating the narrative. If successful, it could attract $billions in VC (e.g., Starcloud's LOIs for H100 compute). Long-term, Bezos's 10-20 year horizon aligns with a hybrid future: edge processing in LEO for satellites, massive AI factories in higher orbits. As one X post put it: "The High Frontier was basically about giant data centers in space." Watch for regulatory shifts (e.g., FCC on orbital infra) and partnerships like Nvidia's space GPUs.
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10-08-25 spal
The concept of "data centers in space" has indeed transitioned from speculative science fiction to a tangible, emerging narrative in 2025, fueled by the explosive growth of AI and data processing demands. It's gaining traction among tech billionaires, startups, governments, and industry analysts as a potential solution to terrestrial challenges like skyrocketing energy consumption, water usage for cooling, land scarcity, permitting delays, and grid strain. Projections from Goldman Sachs and the Electric Power Research Institute indicate data centers could consume 9-12% of U.S. electricity by 2028-2030, with AI alone driving a 165% surge in demand—prompting out-of-the-box ideas like orbital infrastructure. High-profile endorsements, such as Jeff Bezos's recent prediction of "gigawatt-scale data centers in space" within 10-20 years, have amplified the buzz, positioning space as the "next frontier" for sustainable, scalable computing.This narrative is substantiated by:Funding and Launches: Over $20 million raised by startups in 2024-2025 for prototypes, with multiple satellite deployments scheduled for late 2025.
Media and Expert Coverage: Articles in WIRED, MIT Technology Review, IBM Think, and Reuters highlight feasibility studies and pilots, often framing it as a "panacea" for AI's environmental footprint.
Social Momentum: On X (formerly Twitter), discussions spiked in early October 2025 following Bezos's comments, with 20+ recent posts debating pros/cons, from TED talks on orbital GPUs to memes about "Skynet in space." Semantic searches reveal a mix of optimism (e.g., "unlimited solar power") and skepticism (e.g., "launch costs too high").
While prototypes are underway, full-scale deployment remains 5-20 years away, per experts like Caltech's Ali Hajimiri
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10-08-25 pillz
| gold at 4000$ $ up , and gdx and gdxj don't move at ib after hours ?? |
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