02-12-26 spal
MTRN
MATERION CORP
170.08(+8.26%)
It is all about the Beryllium ... |
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02-12-26 spal
| Other fortress America schtocks showing promise - MTRN announcing schtrong outlook thanks to Department of War cooperation on advanced materials. |
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02-12-26 spal
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02-12-26 spal
Freight markets have continued to rally due to long-term structural trends and near-term geopolitical dynamics. We are capturing these conditions through strong spot market exposure and Ardmore's global operating platform, while locking in selective high-quality term charters to reinforce a robust earnings profile.
(From Ardmore press release)
Continuing instability or any further escalation or expansion of hostilities in the Middle East or elsewhere could continue to affect the price of crude oil and the oil industry, the tanker industry and demand for the Company's services.
... which is obvious.
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02-12-26 panasonic
Vic, yep..a swing of power in congress wont help Delcy at this point, Rubio stays three more years.
The contrary is valid, if power in congress shifts, Rubio will go faster. |
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02-12-26 carib
“Washington is working seven days a week to issue licences” that would allow companies to operate in Venezuela, and “we want to set the Venezuelan people and economy free”, Wright said in remarks given alongside Rodríguez at the Miraflores presidential palace.
However, hours later he told reporters that “there’s no specific calendar right now” for lifting sanctions.
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02-12-26 victor
| pana, i hope you are right. |
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02-12-26 spal
Next car I buy will have DELCY 31 as registration plate.
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Best of the day! |
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02-12-26 spal
Run it hot.
Here comes the bear steepener ...
Looks like Einhorn reads the colores.
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David Einhorn, founder of Greenlight Capital, predicted the Federal Reserve will cut interest rates “substantially more than two cuts” this year, arguing that markets are significantly underestimating the pace of monetary easing ahead.
The prominent hedge fund manager believes betting on more rate cuts than currently expected is “one of the best trades out there right now.”
During an interview with CNBC, Einhorn said the Fed is “going to cut rates a lot more than what’s priced” by the market. When pressed on how many cuts he anticipates, Einhorn responded simply: “a whole bunch of times.”
The investor pointed to political pressure and incoming Fed leadership as key catalysts for an aggressive cutting cycle.
Einhorn noted that President Trump “believes that the U.S. should have the lowest interest rate in the world” and has selected a new Fed chair aligned with that vision. He expressed confidence that Kevin Warsh, Trump’s pick, is “going to come up with arguments that are going to persuade people” on the committee to support lower rates.
https://seekingalpha.com/news/4550465-the-fed-will-cut-interest-rates-a-whole-bunch-of-times-substantially-more-than-two-greenlight |
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02-12-26 panasonic
Vic, from what me read, Rubio jas the support from both parties in cleaning Veni + Cuba regimes.
Only Sanders wing is against it, but they are a small minority, so even if Dems win mid-terms Rubio will continue doing the job, but has to finish it before presidential elections...imvho. |
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02-12-26 savo
Delcy 2031-2037
Next car I buy will have DELCY 31 as registration plate. |
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02-12-26 pillz
Trump no longer wishes to carry out military operations in Venezuela and wants to lift all sanctions.
Wed Feb 11 19:52:24 2026 EDT
Caracas.- US Energy Secretary Chris Wright said Wednesday that US President Donald Trump no longer wants to carry out military operations in Venezuela and wants to lift all restrictions on the South American country's economy. He made these statements after meeting with acting President Delcy Rodríguez at the Miraflores Palace.In this regard, he stressed that Trump is firmly committed to helping Venezuela significantly increase its production of oil, natural gas, and electricity this year."I bring a message from Donald Trump. He is passionately committed to completely transforming the relationship between the United States and Venezuela," he said.Wright pointed out that through joint work, the aim is not only to optimize technical infrastructure, but also to improve wages and the quality of life for all Venezuelans, making the energy agenda the driving force behind the new bilateral relationship. |
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02-11-26 pillz
| closed my short puts on EWY from yesterday , opened a short putas higher strike and longer maturity ... |
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02-11-26 pillz
| if they need to do an airspace closure to test a laser, they are fare away of using it , in Israel they already use it without an airspace closure ... |
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02-11-26 carib
WASHINGTON (AP) — The sudden and surprising airspace closure over El Paso, Texas, on Wednesday stemmed from the Pentagon’s plans to test a laser for use in shooting down drones used by Mexican drug cartels, according to three people familiar with the situation who were granted anonymity to share sensitive details.
That caused friction with the Federal Aviation Administration, which wanted to ensure commercial air safety and the two agencies sought to coordinate, according to two of the people.
Despite a meeting scheduled later this month to discuss the issue, the Pentagon wanted to go ahead and test the laser, prompting the FAA to shutter the airspace. It was not clear whether the laser was ultimately deployed. |
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02-11-26 carib
Spal: they did. The previous owner was Alain Delon, the french actor, but the property is much improved now...
The idea is not making money, but actually using it.. |
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02-11-26 carib
El economista y profesor universitario, Francisco Rodríguez, consideró que dolarizar la economía venezolana podría traer beneficios al país.
«Creo que Venezuela definitivamente debe considerar la dolarización, yo creo que sería una reforma que podría traer muchísimos beneficios al país, una dolarización plena, formal», acotó. |
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02-11-26 pillz
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02-11-26 spal
Spal: the VanEck family were owners of one of my houses a few decades ago..
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Proves that they had good taste. |
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02-11-26 spal
SCHW
CHARLES SCHWAB CORP
95.90-3.35 (-3.38%)
Schwab - still in the meat grinder. |
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02-11-26 savo
| btc almost back to its 2021 high...65,500...when gold was 1,800. |
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02-11-26 spal
| Susquehanna ... they are exceptionally aggressive in the crypto space. I see them always at the bleeding edge there. It is called bleeding for a reason. |
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02-11-26 spal
Spal: the VanEck family were owners of one of my houses a few decades ago..
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Carib - you have always been my favorite Italian Conte. I mean that in a friendly way. |
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02-11-26 spal
SFL
SFL CORP LTD
10.26 (+12.43%)
Rerating up now ... plus short positions are closing
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02-11-26 carib
Susquehanna-backed crypto lender BlockFills has halted withdrawals and restricted trading on its platform, underscoring the strength of the recent tremors that have shaken the digital asset market.
The Chicago-based company, which in 2025 handled $60bn in trading volumes, has suspended client deposits and withdrawals as the price of bitcoin and other crypto assets has swung in recent days. The suspension was put in place last week but remains in effect, BlockFills told the FT.
BlockFills acts as a liquidity provider and lender to about 2,000 institutional clients, including crypto-focused hedge funds and asset managers, according to its website. Its options products are only available to investors with digital currency holdings of $10mn or more.
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02-11-26 carib
Spal: the VanEck family were owners of one of my houses a few decades ago..
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02-11-26 spal
OIH
VanEck Oil Services ETF
380.85 (+3.38%)
Tracker |
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02-11-26 spal
RIG
TRANSOCEAN LTD
5.82 (+6.98%)
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02-11-26 spal
| Adding to oil services positions |
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02-11-26 savo
carib.. no restructuring and no heavy oil investments until DT recognises Delcy as president of veni.
As long as the psycho is made to believe that she can be president shortly.. the whole recovery will be on hold waiting for her.
DT has a tough cookie here to sort out.
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02-11-26 spal
02-11-26 savo
spal.. transocean 47 at 109... was at 73 in april 25
borr.. nabors... all up...
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Yes drillship rates will go up.
BTW you picked a good market here. Keep me posted if when and as you rotate around sectors. From an equity perspective it is a truism that "the bonds know first" |
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02-11-26 spal
$FECCF
New Sedar document including contract deal with Geopark
Conditions of a larger proposal:
Other businesses have until 5 business days before shareholder meeting most likely April 10th to submit a "superior proposal" but it could be pushed back if there are proposals most likely it would be in April though
Superior proposal conditions basically means larger then Geopark deal and not subject to financing.
There is also a $25 million dollar break fee that would need to be paid to Geopark.
In my opinion this is worth over 1 billion US minimum I expect proposals from Parex and Ecopetrol maybe even some majors like Chevron or Exxon given that they may want back in with government changes
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Above was just posted on a BB.
I am adding to my position. |
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02-11-26 victor
| savo, a few days ago it dropped to almost 60 before recovering to 70 |
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02-11-26 savo
spal.. transocean 47 at 109... was at 73 in april 25
borr.. nabors... all up... |
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02-11-26 spal
| Transocean/Valaris deal consolidates the offshore drillship/platform biz and will drive up day rates. Holding position in BORR. |
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02-11-26 savo
btc...66K... gradual losing of bubble air.
victor...any comment? |
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02-11-26 spal
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02-11-26 pillz
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02-11-26 spal
Chris Shipping 🚢🚢
@christankerfund
·
13m
My phone alerts for shipping new 52W highs is going crazy … |
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02-11-26 spal
SFL
SFL CORP LTD
10.00 (+9.62%)
CC in a few mins ... maybe they announce that the Hercules (their hot stacked) Gen 5/6 drillship got a contract (finally as they were carrying it).
But shorts are closing now
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02-11-26 spal
SFL ... short squeeze
Shipping rates and shipping co's outperforming. Might be advanced in the cycle now. |
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02-11-26 spal
| FRO ... short position reducing ... might be squeezing up |
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02-11-26 spal
The U.S. Federal Aviation Administration (FAA) issued a Notice to Airmen (NOTAM) Wednesday morning entirely closing the airspace over the Western Texas city of El Paso for the next ten days, citing “special security reasons,” while classifying a large area over both El Paso and the neighboring community of Santa Teresa, New Mexico as “national defense airspace” under the control of the Defense Department. All flights in and out of El Paso International Airport and nearby regional airports have been canceled or grounded, with even medical evacuation flights being restricted, as local authorities and military officials state that they have received no information regarding the NOTAM. Such an airspace closure over a major city in the United States is unprecedented, with the last time such a restriction like this was issued occurring after September 11, 2001.
Cartels |
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02-11-26 carib
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02-11-26 carib
Savo: bless you.
As for myself, I just watched the Senate committee hearing, heard the plan, and saw it followed by the caretakers of the protectorate, who are so far obedient..
All I care, personally, is getting an acceptable restructuring, and bail out..
I I was venezolano, my priorities would be different, obviously. |
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02-11-26 savo
carib... did you talk to Marco Rubio?
no.. "we" do not need to talk... we are in the same wavelength...
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02-11-26 spal
Spal, yes I suppose money will flow to the best robots.
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Maybe, but my main point is that the AI algorithms are preprogrammed and will tilt (my view) the rapid ingestion of news and sentiment ... this will make them act quickly, but a bit fanatically (hence more volatility on news events). |
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02-11-26 carib
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02-11-26 carib
| Savo: did you talk to Marco Rubio? |
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02-11-26 savo
victor... i understand you do not like to hear this.... but Rubio will delay elections in veni as much as necessary to make sure the economy recovers and Delcy is re-elected... according to the veni constitution elections in veni are not due until 2030. So plenty of time. If GOP is relected, Rubio will continue after Trump either as president himself or in Vance's cabinet.
Veni is too important to be left to fall into the hands of the same crooks that stole 300MM dollars from Citgo, Monomeros and USaid. |
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02-11-26 victor
| pana, so, i hope rubio knows what he's doing.. delaying vz elections until after the midterms. |
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02-11-26 victor
pana, let's hope so.
jaime b mentioned a theory that delcy & co will try to drag reforms as much as possible, till after the november midterms hoping the gop loses, and then flip the bird to a much weaker dt admin.. and go back to normal, refusing any further reforms. |
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02-11-26 pillz
Another 'AI victim' on the stock market: Dassault Systèmes has its biggest price drop ever
The disappointing annual report of the French software group Dassault Systèmes feeds investor fears that generative AI will eat into the turnover of traditional software and data suppliers. However, bargain hunters are already popping up in the same sector on the London stock exchange, and not the least.
It's not a good day for the French software group Dassault Systèmes
DSY
-19,83%
. Due to a disappointing quarterly update and forecast, the share plummets to 22 percent on the Paris stock exchange (see chart). That is the biggest price drop ever. In particular, the fact that Dassault expects revenue growth of 'only' 3 to 5 percent for the 2026 financial year disappoints investors. JPMorgan analysts call that expectation "worse than the most negative scenarios."
The setback reinforces fears among investors that European software companies are vulnerable to disruption from AI tools that can write software themselves and would thus make the business model of a traditional software company irrelevant. At Dassault itself, they point to the reason for the weak forecast not to the competition from generative AI, but to the persistent weakness in the European automotive industry.
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02-11-26 hann
https://www.reuters.com/business/energy/key-venezuela-creditor-group-set-appoint-houlihan-adviser-sources-say-2026-02-09/
LONDON/NEW YORK, Feb 9 (Reuters) - A key group of holders of Venezuela's defaulted sovereign bonds is poised to appoint Houlihan Lokey (HLI.N), opens new tab as financial adviser, two sources told Reuters on Monday.
Venezuela's government and state oil firm PDVSA defaulted in 2017 on bonds with a combined face value of around $60 billion, while the country's total external debt including other obligations, bilateral loans and arbitration awards is estimated at between $150 billion and $170 billion... |
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02-11-26 carib
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02-11-26 panasonic
| Vic, exposing how veni was sacked by socialists indiscriminately and with the blessing of media (while people was eating from garbage bins) seemed utopia two years ago, kudos Rubio!! Hope he doesn't stop. |
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02-11-26 victor
El negocio de las hijas de Zapatero en Venezuela fue registrado por una empresa fantasma
El nombre del portal de videojuegos fue dado de alta por una sociedad que no figura en ningún registro ni en la red
'El Server' desapareció de internet el día de la detención de Maduro en Venezuela
Crece la incertidumbre sobre los vínculos empresariales de la familia de Zapatero en Venezuela. El negocio de las hijas del expresidente en el país iberoamericano fue registrado en internet por una empresa que no existe. 'El Server', la plataforma de videojuegos con la que tejió una alianza la agencia de comunicación de Laura y Alba Rodríguez Espinosa, 'Whathefav', fue dada de alta con el nombre de 'elserver.gg' en un registrador de dominios web alemán por una sociedad que no aparece en ningún registro.
Este periódico ha podido confirmar esta información accediendo a la base de datos de dominios web, 'Whois' (acreditada por la Corporación de Internet para la Asignación de Nombres y Números, ICANN), donde se revela que la dirección en internet de 'El Server' fue registrada por la empresa 'Nolaech', una sociedad que no aparece en ningún registro y cuyo rastro en la red es inexistente.
Este nuevo dato revelado por este diario, arroja más oscurantismo sobre la actividad comercial de la familia de Zapatero en el país iberoamericano. El registro del nombre de la plataforma de videojuegos en la red por parte de una sociedad inexistente, se suma a la circunstancia de que la página web de 'El Server' dejó de funcionar el pasado 3 de enero. El mismo día en que el Ejército de los Estados Unidos llevó a cabo una operación militar sobre la capital del país venezolano que desencadenó con la detención del presidente del país, Nicolás Maduro.
Además del nombre del registrador del portal de videojuegos en internet, en la base de datos consultada por este periódico se desvelan otros datos de 'El Server' que hasta ahora no se conocían. En primer lugar, aparece el nombre del sitio web donde fue dado de alta el nombre del negocio de las hijas de Zapatero. Dicho espacio web, conocido con el nombre de '1Api', se trata de un registrador de direcciones web especializado en la gestión técnica y automatización de dominios -con más de 3 millones de direcciones web gestionadas- y que tiene su sede legal en Alemania. |
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02-11-26 panasonic
Spal, yes I suppose money will flow to the best robots, but the interesting part is that bigger is not better, when amount traded grows it becomes self destructive.
Not easy... |
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02-11-26 panasonic
| Pilly, indeed it was discussed all day on Cnbc, the impact of Altruist in financial world, the only thing that will beat robots is trading on inside information imvho. |
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02-11-26 spal
| Panas - it will be much enhanced volatilty and overshooting, caused by trend following. I am with Savo. |
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02-11-26 panasonic
Savo, I'm trying to understand how it will evolve, millions robots in pursuit of a fraction of one penny!
Can't wait to see how the trading ecosystem will look in few years. |
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02-11-26 pillz
Rising fears about artificial intelligence are affecting the shares of companies at risk of being disrupted by it, from small software companies to big wealth-management firms.
The latest selloff occurred when a tax-strategy tool rolled out by Altruist Corp. sent the shares of companies like Charles Schwab Corp. and LPL Financial Holdings Inc. down by 7% or more.
Investors are quickly trying to avoid getting caught owning any company with the slightest risk of being displaced by AI, with some experts saying it's still too early to predict the fallout and others believing the disruption will take longer than expected to play out. |
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