05-04-26 spal
https://www.youtube.com/watch?v=eRJXwlEiho0
Highly recommended analysis on the roots of inflation and how they are currently positioned. Very clear. |
|
05-04-26 spal
The Significance of the "500 Level"
In the world of macro-analysis, the 500 level on the CRB is not just a number; it is a Point of Recognition.
A New Supercycle: For years, the CRB has been stuck in a grinding range. Breaking and holding above 500 suggests a structural shift from a "disinflationary" era into a Commodity Supercycle.
The Psychological Barrier: 500 acts as a massive resistance point. When the index tests this level, it signals that the market is "front-running" a systemic supply shock. The fact that we are hovering here now suggests the market has already "priced in" the expectation of a major disruption. |
|
05-04-26 spal
The Refinitiv/CoreCommodity CRB Index is the financial world’s oldest and most respected "thermometer" for the real-world economy. While the stock market often reflects expectations, the CRB reflects physical reality: the cost of the energy, food, and metals required to keep the wheels of civilization turning.
As of May 3, 2026, the index sits at 499.14, having briefly touched a multi-year psychological ceiling of 501.25 last week. |
|
05-04-26 victor
pana, sanchez has his fans worldwide :-))
//
InfoGram
This is ABSOLUTE CINEMA 🔥🔥
US 🇺🇸: Give us your air bases
Spain 🇪🇸: "We won't give" 🔥
US 🇺🇸: We will suspend the trade deal
Spain 🇪🇸: "Suspend it 🔥
US 🇺🇸: We will remove 3000 US troops from Spain
Spain 🇪🇸: "Remove it 🔥
US 🇺🇸: We will delete Spain from NATO
Spain 🇪🇸: "Do whatever you want" 🔥
Meet Spanish PM Pedro Sánchez🔥
What a leader, What a human being
Spine so strong he refuses to bow down everytime. 🔥
https://x.com/_InfoGram_/status/2050526734005743640
|
|
05-04-26 spal
| USS Abraham Lincoln (CVN-72) and its escorts moving into "Launch Box Alpha," approximately 40 miles south of the Strait. |
|
05-04-26 spal
Noor/Ghader Status: Analysts have identified "bloom" patterns at four mobile launcher sites. Unlike standard idling, these signatures indicate active electronics cooling and auxiliary power unit (APU) operation. In the terminology of OSINT trackers, these batteries are "warm-linked"—powered up and integrated into the regional fire-control network.
Radar Emissions: ELINT (Electronic Intelligence) monitors have detected intermittent "scans" from Iranian Monolith-B search radars. These are short-burst pulses, likely for final range-finding and calibration against the anchored tanker fleet before tomorrow morning's "Project Freedom" window. |
|
05-04-26 spal
Casus Belli
Tehran claims "Project Freedom" is a direct violation of the fragile, Pakistani-brokered ceasefire established after the February 28 strikes. They have positioned "Mosquito Fleet" fast-attack craft and coastal missile batteries (Noor and Ghader) in high-readiness states along the Qeshm and Larak Islands.
If Iran fires on a U.S. guided-missile destroyer tomorrow morning during the "Project Freedom" transit, the administration has already prepared the narrative: it won't be treated as a "skirmish," but as a final breach of the 2026 Peace Plan, likely triggering a full-scale strike on Iranian power plants and the IRGC's command-and-control nodes.
Tick, tock |
|
05-04-26 victor
this guy, Merz, is such an idiot.
dt steps all over him. yet he continues kissing dt's ring. :-))
//
Bundeskanzler Friedrich Merz
The United States is and will remain Germany‘s most important partner in the North Atlantic Alliance. We share a common goal: Iran must not be allowed to acquire nuclear weapons. |
|
05-03-26 carib
|
05-03-26 carib
Savo: in my reading, the blasting of small alleged drug boats was just a move on the path leading to the capture of Maduro and the taming of the Veny regime.
Mission (partially) accomplished, there.
Cuba next item on the agenda?
Please remember I am certainly no Trump fan. Just looking at facts.
Regime change in Iram might be a hard nut to crack.. but houti and somali piracy IMHO is just a matter of using sufficient force.
I agree international trade and free passage in straits should be considered a common value. China should join in anti-piracy military actions, perhaps?
|
|
05-03-26 panasonic
Savo, yes that is true, are you looking at specific names?
Can't find something underpriced when comes to data centers, but ready to take profits if find where to jump. |
|
05-03-26 savo
pana...
A trillion dollars a year is flowing out of these companies into power companies, data center operators, chip manufacturers, cooling systems, fiber networks, rare earth metals.
The companies on the receiving end of that spending are already underpriced because the market is still staring at the senders while ignoring who's cashing the checks. |
|
05-03-26 spal
Historically, the Letter of Marque was the physical embodiment of the Sovereign Premium. It was a piece of paper that turned a hanging offense (piracy) into a patriotic duty (privateering).
In the modern world, the "Letter of Marque" has been replaced by:
Corporate Charters: Allowing an entity to exist as a "legal person" separate from its owners.
Intellectual Property (IP) Laws: Granting a monopoly on an idea—something a pirate could never do.
Sovereign Immunity/Too Big to Fail: The ultimate premium, where the State agrees to "bail out" the capitalist's mistakes to prevent systemic collapse.
Ahoy there maties ... |
|
05-03-26 spal
| Savo - the difference between a pirate and a capitalist often comes down to the "Sovereign Premium" ... this we should all know. And I certainly have no objection to calling them all pirates if you insist. Remember the capitalist rents the State’s monopoly on force. |
|
05-03-26 savo
spal.. in this ocassion i think it is you making a moral statement... you were the one calling the Somalis..."somali pirates"... I merely pointed out that the US does exactly the same things but i never heard you saying the US pirates. Just asking for consistency.
Carib was the one suggesting the US should bomb them as they did with the "narco-boats" .. and again I merely pointed out that making the seas intransitable brings us back to the dark ages... with oil at 110 just the beginning. That is not about morality... it is about trade.
Incidentally.. did the bombing of the narco-boats end the availability of drugs in the US? |
|
05-03-26 spal
Secretariat was a terrible sire .. can't win 'em all I guess.
Interesting history Vic - thanks. |
|
05-03-26 victor
spal, people paid a lot of $$ to have Secretariat as a sire.
but the irony of the story is that Secretariat was a terrible sire.
one of the best race horses, if not the best, but a horrible sire.
no notable offspring, literally. |
|
05-03-26 victor
spal, the reason why Secretariat was such a favorite:
Secretariat was sired by the Hall of Fame racehorse and leading sire Bold Ruler.
Bold Ruler, who was the 1957 Horse of the Year and a champion sprinter, became the most influential sire of the 20th century in North America, leading the sire list eight times. He is particularly renowned as the sire of Secretariat, the 1973 Triple Crown winner, and is also the great-grand sire of 1977 Triple Crown winner Seattle Slew.
|
|
05-03-26 victor
spal, love the underdog and the underestimated,
//
definitely the case of Golden Tempo, odds 23:1.
not the case of Secretariat, though. always had very low odds.
his HIGHEST odds were during his very first race at 3:1.
in one race he was such a favorite, that it was like 1:20. |
|
05-03-26 spal
| Yes Vic ... definitely shades of Secretariat. Personally I love the underdog and the underestimated, so I teared up a bit watching this one. |
|
05-03-26 victor
spal, Amazing run by Golden Tempo.
it's what Secretariat liked to do, from dead last to win.
in all races, except his very last race.
that last race was "it" for horse racing in my op. |
|
05-03-26 spal
https://x.com/jrgteam/status/2050735796777361696?s=20
Amazing run by Golden Tempo. |
|
05-03-26 spal
| Golden Temple for the win in the Kentucky Derby. If you haven't seen a clip of this horse race you should. |
|
Board
