05-09-26 spaldo
May 9, 2026 - 8:45 p.m.
Schröder is reportedly set to mediate in the Ukraine conflict
Russian President Vladimir Putin says he believes the “conflict” with Ukraine is coming to an end. He has been told that Ukrainian President Volodymyr Zelenskyy is willing to meet in person. We could meet in a third country, says Putin. However, the prerequisite is that a robust peace agreement has been reached beforehand. Putin goes on to say that he sees former German Chancellor Gerhard Schröder as a suitable person for mediation talks between Russia and the EU. |
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05-09-26 pillz
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05-09-26 pillz
| for shares , you have tax when buying and selling (depending on etf or shares between 0.2% to 1.36%) + 10% tax on the upside ... |
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05-09-26 pillz
| yes Carib, but not for options , and there are no taxes when selling or buying back options ... |
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05-09-26 panasonic
Carib, yes makes sense, what I do can't be done by BRKs bcz of their big size.
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05-09-26 carib
| Pill: is Belgium not introducing a 10% cap gain tax? |
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05-09-26 pillz
| TUBIZE is a mono holding of UCB with a big discount ... |
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05-09-26 pillz
| you know, I am mostly in short puts and calls , as the tax people can't do anything about it ..., my only long stock holding is tubise as they have no options ... |
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05-09-26 pillz
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05-09-26 pillz
| I sold Friday short calls of aslm strike 1600 at 105 |
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05-09-26 pillz
| as of Friday my margin went up to 50%, as I sold calls short of aslm ... but if they go a bit down I will re buy them, I do that already a lot of time ... |
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05-09-26 carib
Leo: true.. but I would not mind having 380BB$ in cash...
;-) |
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05-09-26 leopardo
| Markets have risen a lot since he is liquid.. |
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05-09-26 leopardo
| Buffett wrong for the time being…May be right in the future Who knows… |
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05-09-26 carib
| Panas: opposite of Warren Buffet... |
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05-09-26 panasonic
Savo, I have almost zero cash, in fixed my strategy remains same yoy, clips + capital gains.
YPF yield continues to be decent, so I don't sell, otherwise I take profits and jump to the next tree, pana's monkey biz. |
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05-09-26 leopardo
| I have some Prov Buenos Nigeria Pakistan, bought some Kenya recently, some Romania in Euros and that’s it |
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05-09-26 leopardo
Savo I agree. Apart from Vnz and other 4/5 Sovereigns named I don’ find
Emerging Sovs market interesting anymore. |
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05-09-26 savo
pana...spreads are very compressed in emerging markets... practically impossible to find quality paper at attractive prices...if one wants to maintain a high degree of diversification.
If you ask me I would prefer some turmoil to bring prices down. |
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05-08-26 panasonic
| Savo, labor market is key to rate cuts, bring some weakness and let fixed income fly. |
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05-08-26 savo
Nonfarm payrolls rose 115k in April, above expectations. Payroll growth was revised up 7k in March but revised down 23k in February.
real number...-23
real number 7
fake number 115 |
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05-08-26 savo
Employment in the United States rose much more than expected in April.
you do know that number is a fabrication that will be revised in future months until they announce the real number.
Previous positive fabrication ended up being negative when the real final number was announced. |
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05-08-26 victor
pana, that's also what i thought..
controlled by either dcr and/or vpl. |
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05-08-26 panasonic
| Pilly, could be short covering? some hedge funds may hit a wall. |
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05-08-26 panasonic
| Vic, probably was in hands of Diosdado? |
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05-08-26 victor
pana, carib,
pretty good
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Estados Unidos y sus socios retiran el uranio altamente enriquecido de Venezuela
https://ve.usembassy.gov/es/estados-unidos-y-sus-socios-retiran-uranio-altamente-enriquecido-de-venezuela/
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05-08-26 pillz
For those who are scratching their heads about the market resilience amid all the uncertainties, Zaccarelli says the short answer is: Stock prices follow earnings and – at least for now – they’re growing too quickly for investors to ignore. About 82% of the S&P 500’s companies have beaten first-quarter profit estimates, according to data compiled by Bloomberg.
“Bears continue to point to the narrowness of the rally, particularly in areas like semiconductors, but momentum — both in price action and earnings revisions — has remained the dominant force driving markets higher,” said Mark Hackett at Nationwide. |
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05-08-26 carib
| Victor: too good (or bad) to be true? |
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05-08-26 panasonic
Vic, thanks for info.
Will try to validate, sounds too soon to me. |
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05-08-26 victor
he doesn't say where he gets it from.. so we'll see.
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Homero Boscan
ULTIMA HORA!
El Gobierno de Estados Unidos y el equipo de María Corina Machado habrían escogido la fecha del próximo 28 de julio para que la lideresa regrese a Venezuela...Para esa fecha deben haber sido nombrados nuevo TSJ y nuevo CNE y estarán fuera del régimen interino chavista Diosdado Cabello y sus cómplices...María Corina habría aprobado la fecha, luego de reunirse en Miami con Juan Pablo Guanipa, quien le informó en detalle sobre la verdadera situación política de Venezuela...Guanipa (Primero Justicia); Henry Alviárez (Vente Venezuela); Andrés Velásquez (Causa R) y Piero Maroun (Acción Democrática) dirigen el equipo de la Plataforma Unitaria Democrática que se encarga de los preparativos para el retorno de María Corina...El 28 de julio se cumplen dos años de la victoria electoral de Edmundo González que Maduro desconoció y provocó su captura y traslado a USA. |
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05-08-26 panasonic
| Leo, Abel won't last long imo, too big shoes to fill for him. |
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05-08-26 pillz
Employment in the United States rose much more than expected in April. Wall Street reacts positively.
The US labour market is more resilient than anticipated, according to the monthly report from the Department of Labour. The number of jobs grew by 115,000 in April. This is less than in March, when 185,000 jobs were created, but more than the expected 65,000 additional jobs. Employment grew mainly in the sectors of healthcare, transport and storage, and in retail trade.
The new figures also point to greater stability in the labour market. For the first time in almost a year, employment rose for two months in a row. In recent months, the figures for job creation have been very volatile. Good and bad months alternated. This was partly due to a new calculation method of the Ministry of Labour, strikes and alternating good and bad weather. As expected, the unemployment rate remained stable at 4.3 percent.
Wall Street reacted positively to the jobs report. The US stock markets opened higher. Bond prices also rose, partly because lower-than-expected wage growth limits the risk of inflation. As a result, long-term interest rates fell. |
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05-08-26 pillz
not a good strategy so far.....
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time will tell ,,,,,,,,,,,,, |
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05-08-26 pillz
| I am afraid of a serious down in the following days ... |
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05-08-26 leopardo
| Berkshire sold a lot of Us stocks in the last quarters, not a good strategy so far..... |
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05-08-26 panasonic
| AMD crazy fwd P/E 136, how far can this madness go? |
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05-08-26 pillz
| it's crazy , qqq and ewy are at all time high ?? |
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05-08-26 panasonic
| All good here Pilly, busy with semis AI etc. |
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05-08-26 pillz
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