11-13-25 carib
El secretario de Guerra, Pete Hegseth, el jefe del Estado Mayor Conjunto, Dan Caine, y otros altos funcionarios informaron al presidente sobre las opciones militares para los próximos días, indicaron las fuentes.
Sin embargo, dos de las fuentes confirmaron a CBS News que aún no se ha tomado una decisión final.
Los portavoces de la Casa Blanca no hicieron comentarios de inmediato. Un portavoz del Pentágono declinó hacer declaraciones. |
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11-13-25 carib
| Altos mandos militares presentaron el miércoles al presidente Trump opciones actualizadas para posibles operaciones en Venezuela, incluyendo ataques terrestres, según múltiples fuentes familiarizadas con las reuniones en la Casa Blanca. |
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11-13-25 carib
Sería genial una escolta de 2 x F-35B a cada lado del AviónPresidencialYV1004, aunque sea momentanea. Haría que el color de todo el interior de la aeronave cambiase a marrón de forma instantánea.
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11-13-25 savo
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11-13-25 leopardo
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11-13-25 savo
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11-13-25 savo
| reports that Maduro is on a plane to Cuba |
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11-13-25 spal
Michel Saylor's end is approaching...
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Breakout the popcorn. |
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11-13-25 hann
11-13-25 carib
Hann: not a goldbug?
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I used to own gold during the first run up from 1200 to 2100 but sold. I bought it again around 1700 but got bored and missed the last run.
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11-13-25 savo
meanwhile... Michel Saylor's end is approaching...
Microstrategy down 50% from its July 11, 2025 high.
I wonder whether he will be able to continue borrowing to act as BTC's buyer of last resort. |
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11-13-25 savo
i do not know if this is correct but I read that during shutdown... Federal debt grew by another 500bn.
Now that they open they US government can restart its spending spree... QE spree... Bombing somebody spree...Borrowing spree...
More unwanted dollars... good for gold and silver. |
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11-13-25 carib
| Gran Colombia: with free elections would be ruled by the right, not by the left (or maybe by the narcos?) |
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11-13-25 carib
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11-13-25 savo
Hann.. i think the question to ask oneself is what will happen to veni bonds if the US does not attack.
If they do..it is easy.. they go up.
If they don't, will the US move to a normal relationship with Veni, like they are doing with Syria where they have no problem to receive in the WH an Al-Qaeda member?
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11-13-25 hann
Sorry to ask this again...
PDVSA 26 and 35 are 20.8/23.3 bid from lows in the 2s three years ago and around the price it was when it defaulted in 2018.
It can 3x or even almost par from here w 10% coupon.
It's hard to get that kind of return... but it can also be Libya or Iraq.
Should I sell all or half? Wondering because i saw a Charlie Munger video about playing defense vs offense.
I've been able, including the PDVSA loss, do low double digit USD cagr. I don't have any good ideas currently other than to raise cash.
Thanks! |
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11-13-25 spal
The Cocaine Confederacy -
Colombian President Gustavo Petro proposes reviving Gran Colombia, a 19th-century union of Colombia, Venezuela, Ecuador and Panama, with a common parliament and shared presidency like the EU, to counter U.S. military strikes in the Caribbean. |
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11-12-25 spal
spal....
Barrick Mining Corporation—
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Makes sense |
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11-12-25 savo
| Citi report... interesting what MCM and the neocriminals could end up costing us. |
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11-12-25 carib
Court-awarded claims represent binding liabilities that must be settled upfront or ring-fenced before bond restructuring can proceed.”
“Small-size court claims may be extinguished via upfront cash settlement funded through escrowed assets or enforcement-related proceeds.” |
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11-12-25 carib
Question on Veny.
If we get to a restructuring post regime change, will those with summary judgements get paid in full? |
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11-12-25 savo
leo... we will have to get did of the Natco-Gang…
easier option and less costly..
blank Veni's page at OFAC and let venezuelans resolve their own problems...whenever they can. |
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11-12-25 savo
spal....
Barrick Mining Corporation—one of the world’s largest and most established gold producers—just reported its third quarter earnings yesterday— and it was an absolute blowout.
The company reported third quarter profit of $1.3 billion, nearly triple last year’s Q3 earnings.
And for the first nine months of 2025, Earnings per Share is up a whopping 132% over the same period last year. Free Cash Flow is up an astonishing 176%.
The company further announced that they’re raising the dividend by 25% and expanding the company’s share buyback authorization by an additional $500 million, after already repurchasing $1 billion worth of shares under the prior program.
And what’s perhaps even more striking is that these record profits were based on an average gold price of $3,200. This means that the company’s Q4 earnings (which we’re nearly halfway through) should be MUCH higher given that gold has averaged $4,041 so far this quarter. |
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11-12-25 leopardo
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11-12-25 leopardo
| Before talking of recovery values we will have to get did of the Natco-Gang… |
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11-12-25 carib
| New Citi paper on Veny likely recovery values |
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11-12-25 spal
Gold and silver miners ... off the hook today ...
AU
ANGLOGOLD ASHANTI PL
85.10 (+7.25%)
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11-12-25 carib
«La situación sobre el terreno ha cambiado drásticamente», dijo Story mientras el USS Gerald R. Ford navegaba hacia el oeste en medio del mayor despliegue militar estadounidense en América Latina en décadas.
Hace dos meses, Story, quien fuera el principal diplomático estadounidense para Venezuela entre 2018 y 2023, veía solo un 10% de probabilidad de algún tipo de ataque estadounidense en territorio venezolano y un 80% de probabilidad de que la maniobra de Trump fracasara. Ahora, afirma estar un 80% seguro de que la situación evolucionará hacia algún tipo de acción militar y ve solo un 20% de probabilidad de que se mantenga el statu quo.
«Diría que [algo] es inminente, sin duda alguna», predijo Story, mientras observadores en Venezuela y en todo el mundo intentaban pronosticar cuál sería el próximo movimiento del impredecible presidente estadounidense.
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11-12-25 savo
| you can replace venezolano by americano in the first sentence... and it would work as well. |
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11-12-25 carib
Usted ha dicho que el régimen venezolano representa un fenómeno inédito: una estructura criminal que se sirve del Estado. ¿Podría explicarlo?
—Lo primero fue la digitalización de los sistemas, cuyos códigos fuente siempre ha controlado la dictadura, transformando en victorias a sus derrotas. La única victoria limpia fue la de 1998 y no más. El diagnóstico, salvo para quien lo matice a fin de reincidir en hacer lo único que sabe hacer, me refiero a la élite política que sigue conjugando con los verbos del siglo XX, revela la presencia en el sistema político venezolano, si acaso se lo pueda llamar así, todavía, de un germen cancerígeno que logra hacer metástasis. Me refiero al acuerdo suscrito en agosto de 1999 por Chávez con el narcoterrorismo colombiano para sumarse a su actividad y darle aliviadero desde Venezuela. La documentación oficial ya no es secreta. Desde entonces hasta ahora, progresivamente, se fue dando una suerte de maridaje entre el terrorismo islámico,propiciado desde La Habana en 1998, y las FARC como el ELN, al punto de formarse como holding de una organización trasnacional del crimen organizado y estructurado que, antes que corromper a militares o funcionarios del Estado venezolano, toma posesión de los órganos del Estado para usar al mismo Estado y su soberanía como un nicho de impunidad para sus negocios globales. Ese monstruo o Leviatán del siglo XXI es lo inédito. Entre tanto, la academia y la diplomacia siguen hablando de autoritarismo electivo, de dictadura, de arbitrariedad desde el poder, de la importancia de que los actores venezolanos negocien entre ellos para encontrar una salida constitucional y democrática a su cuestión.
(el nacional) |
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11-12-25 savo
the list of countries is growing...
France's foreign minister criticised “military operations” in the Caribbean at a G7 meeting on Tuesday, as the deployment of a US aircraft carrier strike group escalated an arms buildup in the region.
Speaking to reporters at the start of the Group of Seven gathering in Canada, top French diplomat Jean-Noel Barrot said it was crucial to avoid “instability caused by potential escalations", after Venezuela warned the US deployments could trigger a full-blown conflict.
“We have observed, with concern, military operations in the Caribbean region because they disregard international law,” Barrot said, without citing specific US actions. |
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11-12-25 carib
| Savo: Putin already tried doing that, and China plans to. |
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11-12-25 carib
| Savo: Mississippi, actually |
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11-12-25 panasonic
Carib, cartel should not fight back, they have trading partners that will cut them off the day one bullet is fired to US military.
Cartel is the first to jump off imho. |
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11-12-25 panasonic
Savo, days of autopen are gone, we may like it or hate it.
Politcally, I stand in the center of the middle, can't find decent representation since decades.
Russia can't move the needle with Ukraine, EU will have to deal with Putin if expands, but...
China, a close friend just came back, his suppliers are taking a mega hit, so it is getting tricky for them to.
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11-12-25 savo
pana.. i do not know... summary executions in international caribbean waters are one thing... summary executions in a sovereign latam nation would take criminality to a new level.
But who knows.. ? we live in a post-rules world... international law ceased to be followed... the world is run by neo-cons turned neo-criminals... we are simple bystanders.
But I imagine nobody will complain the day Russia or China start swallowing neighbor countries because they do not like their leadership. |
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11-12-25 savo
chevron produces 4 mmm bpd... Veni is a very small fraction of it.
The reason why veni still matters... relatively.. is because there are refiners in Texas and Louisiana that like veni crude. |
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11-12-25 carib
Chevron will prioritise boosting shareholder returns over production growth over the next five years, according to a new business plan that emphasises cutting costs and reducing capital expenditure.
The US oil major said on Wednesday that it expected to increase earnings per share and free cash flow by more than 10 per cent a year to 2030 at an average Brent crude price of $70 per barrel.Oil and gas production is forecast to rise 2 to 3 per cent annually over the same period, with the company cutting annual capital expenditure by about $1bn to a range of between $18bn and $21bn.
(FT)
Relevant for Veny |
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11-12-25 carib
| El presidente Donald Trump, antes de la llegada del portaaviones al Caribe, dijo que fuerzas armadas de su país se encuentran listas para ejecutar cualquier acción que él disponga. “No quiero estar en guerras. Si estoy en una guerra, vamos a ganarla rápido y será violento.” |
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11-12-25 panasonic
Savo, I see things differently.
Traditionally drug cartels operate inside a country and coexist with a functional Gov. i.e Mexico, Colombia.
Right now they are in direct confrontation with US military, making them too exposed, who knows, maybe they are also fed up with current setup. |
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