04-25-24 spal
are all commodities moving together, agricultural, metals, etc...?
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Suggesting a generalized inflation?
Not fully.
Gold is getting more of a bid for these reasons - both private and public buying - China figuring prominently. Remember also that locals have slim investment choices and the property market there is rocky.
Industrial metals are in global shortage (due to supply - new investment is difficult and geo-politics is also making foreign investment trickier).
Oil market is tight. |
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04-25-24 savo
pana... FWIW i do not believe in generalizations... like "the international community".. or "international observers".
I want to know exactly who they are, who pays their bills, who are their ultimate bosses...
regarding Veni24... my view is Maduro can dodge a 50/50... but can not dodge an 80/20...
In 2015 14.4mm people voted... of which 7.7 for the oppo. In the oppo primary of 2023 2.6 mm people voted according to them, let's hope they have more votes than that. |
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04-25-24 panasonic
Savo, definition does not come from us...if Maduro wins "fair and square" world will suscribe to what int'l presence says, not what Maduro's CNE.
Excellent for him if he wins. |
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04-25-24 carib
For the record: I have been an international election observer twice in my former life, once in Nicaragua (1991) and once in Kenia (1993). The first time I was part of a delegation of the European Parliament, but I had been also following the preparatory steps the year before on behalf of a US non profit organization.
The second time I was part of a delegation organised by the US republican institute for international affairs.
In both instances, I was able to make and report my observations without any pressure from the organisers and sponsors, and in good cooperation with other observers, such as the delegation of the Commonwealth secretariat.
In 1992 I also observed local elections in Iraqui kurdistan, with a trip organised by the kurdish office in London, and in cooperation with the swiss TV. That election was a scam. |
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04-25-24 savo
| spal.. i am not following commodities at the moment other than the usual wti... are all commodities moving together, agricultural, metals, etc...? |
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04-25-24 spal
TS Lombard indicated on Thursday that the overall commodity space may remain higher for an extended period of time as the global economy looks to be shifting gears towards a “sticker-for-longer” inflation stance.
“This commodity rally does not look like a head fake,” the investment institution stated. “Having spent much of the past year in a relatively tight trading range, the main commodity indices broke to the upside in 2024 Q1, led by broad gains in energy and (especially) metals.”
https://seekingalpha.com/news/4094278-this-commodity-rally-does-not-look-like-a-head-fake-ts-lombard
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04-25-24 savo
| UBS's shareholders voted to change the clauses on its AT1s issued following the events at Credit Suisse last year. As per the clause change, upon the occurrence of a trigger event, these notes will be converted into equity instead of being permanently written down to zero. Credit Suisse's AT1 holders faced a permanent writedown to zero and thus, they did not receive any benefit despite being ranked above equity shareholders in terms of payment rank. The equity conversion mechanism was added only when UBS returned to the AT1 markets in late-2023. However, it could only be activated once shareholders voted for the change, that concluded yesterday. Bloomberg Intelligence analyst Jeroen Julius notes that the latest shareholder approval "could facilitate further AT1 issuance". This also comes at a time when Swiss government's recently announced plan to impose tougher capital requirements for the banking industry including UBS. The government aims to protect the country from a repeat of the Credit Suisse collapse and analysts note that it may see UBS requiring an additional $15-25bn in capital to comply. UBS Chairman Colm Kelleher said, "UBS is not too big to fail", and that it is one of the best capitalized banks in Europe. |
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04-25-24 savo
pana.. what exactly is "international observation"?
International observers do not come from Mars... and I imagine you do not mean international as coming from China, Russia, or Bolivia.
They come from the same countries that have bombarded Veni with 800 sanctions and costed the veni people hundreds of billions of export revenues...
those guys are employees of their bosses... and they from their own bosses... in a chain that ends where?
In the same place as always....Exxon, the military complex, the EU parliament, The Cubans at the Senate.. whoever pays their bills and perks... why do you think they are going to act impartially?... they will say whatever they are told to say...their bosses want Maduro out and Edmundo in... and anything that is not that will not be blessed.
Edmundo looks today like a harmless old grandpa....but he was part of the Carmona coup against Chavez 22 years ago when he was not old, grandpa or harmless.
That is why I wonder if the oppo...not the observers...will be willing to concede if the lose. |
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04-25-24 spal
Need to confirm that the interest rate curve has topped here ... before heading to rate sensitive plays.
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04-25-24 spal
| Heavily rotating to minerals and energy ... low grade inflation will persist for a while. |
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04-25-24 spal
| Frontera - rising in Toronto and the OTC ... spider sense tingling |
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04-25-24 spal
| Added GROY ... gold streamer |
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04-25-24 spal
KNTNF added
Metal complex looks set to appreciate/
CU market now very interesting as BHP has made a move on Anglo.
I hold TGB and Ivanhoe here.
It is possible that Hudbay or Lundin will move on TGB.
Ivanhoe will do well if CU market continues. China is the key here ... recent info shows a pause ... but China stats are murky at best and they need to show growth to keep momentum and stabilize domestic politics.
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04-25-24 panasonic
"what happens if they end up losing fair and square"
If done properly under int'l observation, to "concede" is not relevant, Maduro becomes recognized elected president.
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04-24-24 savo
| pana... the problem i see is that the oppo "already" won... at least according to their media terminals... what happens if they end up losing fair and square... will they concede? |
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04-24-24 victor
María Corina Machado ofrece declaraciones desde El Palacio de las Academias - En Vivo | 24Abr
https://www.youtube.com/watch?v=Z3jTMcyE4k4
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04-24-24 panasonic
| Savo,tks! sounds good to me. |
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04-24-24 spal
| Frontera trading remains interesting ... on careful watch |
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04-24-24 spal
Slightly adding additional gold juniors
GROY
KNTNF
Adding to my mobile home park co ... despite interest rates they will flex on lot rental charges.
UMH |
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04-24-24 victor
Edmundo González Urrutia: Es la hora de avanzar unidos por el triunfo electoral del 28 de julio
https://www.youtube.com/watch?v=MYh6HD4qBBI
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04-24-24 savo
| pana.. things seem to be rolling smoothly.. UN invited back... Edmundo in the card...UNT/Rosales supporting him... Lula happy proposing an amnesty both ways..Rosthchild... |
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04-24-24 panasonic
Rosales of course is the ideal candidate, corrupt to the core.
Cartel has plenty videos, audios etc of him taking bribes.
Easy to be trashed out.
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