11-11-25 carib
confirmation (US naval institute)
Aircraft carrier USS Gerald R. Ford (CVN-78) is now operating in U.S. Southern Command, USNI News has learned. |
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11-11-25 leopardo
Gerald Ford is now under Comando Sur's area and control...
https://albertonews.com/principales/reuters-el-grupo-de-ataque-del-portaaviones-uss-gerald-r-ford-llega-al-area-de-responsabilidad-del-comando-sur/ |
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11-11-25 carib
Flash fiji.. pity I missed it..
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11-11-25 panasonic
| Leo, Gov. is not narco per se, each fraction minds their own biz, but seems that we agree that narco organization "above" them controls who stays or "go". |
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11-11-25 leopardo
| Anything news about Veny, Pana?? |
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11-11-25 panasonic
Great flash Fiji yesterday with Hernie & Edvi.
We had chance to look at crazy valuations in AI, and of course, Veni and roll of different factions inside. |
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11-10-25 spal
| I suspect that certain AI themed investments will do well ... but much harder to pick ... I swing trade a lot of these based on momentum. |
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11-10-25 spal
Carib - "energy, raw materials, data and housing"
I own "houses".
I have copper mining investments "raw materials".
I have natural gas "energy" themed investments ... junior producers and mid-stream (from gas well head to LNG plants).
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11-10-25 carib
Spal: that again is an interesting perspective. What are the implications of the future you describe in terms of your investment choices?
If workers will be no longer needed, except as consumers of "soma" (brave new world), but energy, raw materials, data and housing still will be needed, what do you invest in, with a five-ten year perspective? |
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11-10-25 spal
I am sure it is no longer redistribution really. I mean technically yes you can say that, but fully 80% of active populations don’t count - they are merely passively receiving subsidies, living pay check to pay check and spending as much as they are “distributed”.
The returns and gains from capital now utterly predominate. Imagine fully robotized production … This means in a real sense that there is no labor in the equation. Now add AI.
There is a lot of political noise but it is almost entirely just noise.
The US and select other blocs and coalitions are simply switching traffic for the globalized military industrial complex (not going away) simply being surplanted by a technology matrix.
The tariff gambit can be seen through this lens (the money raised as you can see can be … actually has to be … redistributed so as to not effect the consumption machine) … the modality is that they (the tariffs) are used as threats and negotiation tactics to twist the dials and controls of the global supply chain system.
Talking about countries and country economies or “consumers” in isolation and without seeing that they are simply part of the machinery is really the thing that is outdated - particularly in an era of 5 trillion dollar companies and 1 trillion dollar compensation packages.
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11-10-25 victor
:-))
The “Pay Back” Numbers being quoted by the Radical Left Lunatics, who would love to see us lose on Tariffs because of how bad it would be for our Country, are much higher than those being stated by our Fake Opposition — Opposition mainly from Foreign Countries that would do anything to be allowed to charge us Tariffs without retribution. The actual Number we would have to pay back in Tariff Revenue and Investments would be in excess of $2 Trillion Dollars, and that, in itself, would be a National Security catastrophe. Those opposed to us in the United States Supreme Court are giving low Numbers so that the Court will think it is easy to get out of this terrible situation that these Anarchists and Thugs have put us into! |
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11-10-25 carib
SPAL: that is an interesting point of view indeed.
It is correct, in my opinion, to recognise that public spending and "income redistribution" are essential part of the way the contemporary economies work, irrespective of individual views on their merits. I would add I have the impression the US consumer has on average more craving for permanent shopping than other consumers.
But the concept of constantly blaming "others" for one's shortcomings is really not a remedy conductive of good outcomes.
For example, it is perfectly true that "the europeans" have not been contributing their fair share in NATO spending for decades, but the flip side of the same coins is that, had the europeans been spending as much as the americans on defence for the last half century, then their say would have weighted as much as the US one in strategic decisions, and that could occasionally have proved not so convenient for US interests.
So, things were the way they were.. because they turned out to be mutually convenient, I guess.
If one side decides to change the equilibrium, then the outcome could be different from the expected one, and if we try to replace order with disorder, I am afraid the outcome will not be good for most. |
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11-10-25 savo
JP
Central banks are still buying up here. Reported net purchases in September marked the strongest month of 2025 and 3Q25 total net purchases came to 220 tonnes, a 30% increase QoQ. These are encouraging signs that central banks remain relatively price-insensitive from a top-down allocation perspective. |
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11-10-25 savo
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11-10-25 savo
Victor... International trade is outside my scope...i would only say that trade disputes are supposed to be resolved at the WTO. If a country is dumping in the US.. go to the WTO and sort it out there.
I still believe in diplomacy and international bodies.
I've been listing lately to Jeffrey Sachs... he has some very interesting podcasts in Youtube.
He basically says that the US has reduced diplomacy to bombs, threats and sanctions. Looks that way to me too. Add tariffs now.
According to him... veni will be TACO 3 for Trump after tariffs on China and Ukraine. Russia has installed defense and offense capabilities in Veni (and may be China has some hidden capabilities under sea in the area too). Does not mean that the US can not still invade veni and win... but surgical operations or a walk in the park is not possible any more. |
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11-10-25 spal
Sentry Dock:
Just tried it ... forget that one. There are better ones out there. |
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11-10-25 spal
What should I monitor?
Your AI news analyst gets you the headline before the move.
Sentry Dock:
https://www.sentrydock.com/?twclid=2-63xfuv4w1qixe158q0uevtllj
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11-10-25 spal
"irrelevant by and large to the global economic system"
By this I mean they are irrelevant as independent actors.
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11-10-25 spal
I will help you a bit.
75 to 80% of the total population of "western countries" are now irrelevant by and large to the global economic system. Their consumption is "orchestrated" via transfers, concessions etc. Most of these (currently 69%) of Americans live paycheck to paycheck. 40 million are on food stamps. This situation prevails across the west.
Their only relevance now to western political systems is their vote and their passivity.
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11-10-25 spal
| It is a loaded question ... |
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11-10-25 spal
usa consumer was not the world's consumer of last resort.
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What do you really think this means Victor? |
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11-10-25 victor
savo, right, but back then, when they created these tariffs laws, the usa consumer was not the world's consumer of last resort.
the way many maga people think is:
"other countries take advantage of the usa, and dump their goods on the usa consumer. this needs to stop"
would you argue that these guys are 100% wrong?
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11-10-25 carib
High tariffs on chinese electric cars might help Tesla in the US.. but damage much more Tesla in the global marketplace.
Probably US car producers will get higher market share in the USA, but lose market share globally.
Does this make any sense? |
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11-10-25 carib
Trump introduced, inter alia, tariffs on.. Pitcairn, which probably exports nothing, except maybe stamps and memorabilia remembering the mutiny of the Bounty.
I wonder why, except for possible ignorance of geography.
Introduced high tariffs on Brasil (which is indeed still rather protectionist) despite the US running a trade surplus.
What is the objective? More or less protectionism by both sides?
Replacing income tax with tariffs and sending globalisation in reverse in the process, getting back to lower quality goods at higher prices?
What is the purpose of a tariff on (good) parmigiano?
Forcing americans to eat lower quality local products? |
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11-10-25 carib
Tariffs are, indeed, indirect taxes, which probably Trump prefers to direct taxes.
Direct income taxes are paid only by the wealthier half of america, indirect taxes (and tariffs) by every consumer.. |
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11-10-25 spal
| Most of what I have ever heard about "free trade" has offended my intellect. |
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11-10-25 spal
If all production comes from fully robotized factories than why buy from China?
There will be no reason and no excuse. |
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11-10-25 spal
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11-10-25 spal
Reshoring is impossible... the supply chains go in a different direction.
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The question to ask is who controls the supply change.
The question to confront - if all manufactures soon come from fully robotized factories - is who controls them?
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11-10-25 carib
I am against tariffs, in principle, but in favour of considering the chinese competition seriously, recognising the fact they operate differently.
Let us see, hopefully soon, what SCOTUS thinks about the power of the executive to freely play with tariffs. |
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11-10-25 savo
victor... from the massive Tariff Income pouring into our Country from foreign countries,
do you know who sued to eliminated the new tariffs?
American importers.
That is proof that tariffs are paid by locals not by foreigners.
Importers do not want to pay those tariffs because they would then need to raise prices.
In any case, the US Constitution is very clear. The only power that can tax is the House of Representatives. For the very simple reason that they were originally the only ones elected directly by the people. Senators weren't and the president es elected by an electoral college.
So representatives can tax... because they have to face the people in two years time.
The Executive can not tax...and tariffs are taxes. |
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11-10-25 savo
spal... Tariffs create a substitution effect.
that is 60s economics... we are way past that...
The US is not a manufacturing economy.. only 7% of the workforce is employed in manufacturing.
Manufacturing takes place somewhere else... in countries with a lower cost base. Tariffs should be several times what they are now to reshore ..and they would be so inflationary and detrimental to the american consumer that the republicans would be ejected at the coming midterms.
Reshoring is impossible... the supply chains go in a different direction.
The US is high spec and services... which is fine because it is that in which is can excel.
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11-10-25 victor
all traffic controllers should be maga patriots :-))
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All Air Traffic Controllers must get back to work, NOW!!! Anyone who doesn’t will be substantially “docked.” For those Air Traffic Controllers who were GREAT PATRIOTS, and didn’t take ANY TIME OFF for the “Democrat Shutdown Hoax,” I will be recommending a BONUS of $10,000 per person for distinguished service to our Country. For those that did nothing but complain, and took time off, even though everyone knew they would be paid, IN FULL, shortly into the future, I am NOT HAPPY WITH YOU. You didn’t step up to help the U.S.A. against the FAKE DEMOCRAT ATTACK that was only meant to hurt our Country. You will have a negative mark, at least in my mind, against your record. If you want to leave service in the near future, please do not hesitate to do so, with NO payment or severance of any kind! You will be quickly replaced by true Patriots, who will do a better job on the Brand New State of the Art Equipment, the best in the World, that we are in the process of ordering. The last “Administration” wasted Billions of Dollars trying to fix antiquated “junk.” They had no idea what they were doing! Again, to our great American Patriots, GOD BLESS YOU - I won’t be able to send your money fast enough! To all others, REPORT TO WORK IMMEDIATELY. GOD BLESS AMERICA! PRESIDENT DONALD J. TRUMP |
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11-10-25 victor
dt pressuring SCOTUS :-))
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All money left over from the $2000 payments made to low and middle income USA Citizens, from the massive Tariff Income pouring into our Country from foreign countries, which will be substantial, will be used to SUBSTANTIALLY PAY DOWN NATIONAL DEBT. Thank you for your attention to this matter! President DJT |
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11-10-25 spal
↳ Markets price in the worst
↳ Experts predict catastrophe
↳ Reality shows up less dramatic
↳ Everyone acts surprised afterwards
;) |
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11-10-25 spal
Hafnia acquired a 14.45% stake in TORM from Oaktree Capital Management for approximately $311.4 million in a deal that was announced in September 2025.
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Potential does exist that Hafnia makes a bid for TORM --- probably shares, but favorable to TORM holders.
Meanwhile rates remain favorable and outlook solid. |
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11-10-25 spal
Torm confirms purchase of secondhand product tankers as it narrows guidance
Company continues strategy of selling older ships and replacing with more modern tonnage
Third-quarter financial results exceed expectations on back of improvements in freight rates
06 Nov 2025 |
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11-10-25 spal
| The Shanghai Containerized Freight Index of Europe Service (basic ports) rose by 24.5% w/w to 1,504.8. |
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11-10-25 spal
takes money from the american consumer with one hand and intends to return a minimum fraction of that with the other hand.
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Look this is agitprop from mainstream economists who never get anything correct.
There is a role for tariffs. Tariffs create a substitution effect. The money is still spent. This redirection boosts that.
I am not an apologist.
;) |
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11-10-25 savo
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11-10-25 savo
DT plans to had over 2k per person our of tariff revenues...
so the fool takes money from the american consumer with one hand and intends to return a minimum fraction of that with the other hand.
The US has become surreal. |
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11-10-25 savo
| Silver back over 50... my target here is 100. |
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