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02-13-26  savo

pana.. we live in a world of fabricated news and fabricated data...

just exposing another of those.

02-13-26  victor

pana, amnesty law still not approved.
dragging their feet.

02-13-26  pillz

by whom?

//

probably by pension funds ....

02-13-26  panasonic

Savo, who cares! $25B is peanuts, probably 10oz of gold at maturity in 30 years :-))

02-13-26  panasonic

"Investors are hunting for potential losers.”

And soon they will be talking about potential "survivors" :-((

02-12-26  savo

A $25 billion sale of 30-year bonds drew historic demand.

by whom?

02-12-26  pillz

Equities saw their biggest slide in more than three weeks. In the run-up to key inflation data, the yield on 10-year Treasuries slid seven basis points to 4.10%. A $25 billion sale of 30-year bonds drew historic demand. Bitcoin traded under $66,000. Gold sank below $5,000. Silver plunged 11%. Oil sank about 3%.

02-12-26  pillz

“For most of the past three years, investors took a ‘glass half-full’ approach to AI,” noted Sosnick. “It was, ‘What can AI do to make a business or industry more efficient?’ It now seems to be ‘How can AI ruin a business’s or industry’s profitability model?’ – and rather than searching for winners, investors are hunting for potential losers.”

02-12-26  spal

https://truflation.com/marketplace/us-inflation-rate

02-12-26  spal

https://truflation.com/marketplace?auth=google&code=797ef3d1-28cd-4ff6-83cb-9f925a980668&isSigningUp=true

02-12-26  carib

Truflation?

02-12-26  panasonic

Truflation collapsed.

02-12-26  panasonic

Housing starts cooled dramatically, Powell late again!! Blinded by his political views.

02-12-26  spal

Commodities - metals - hit an air-pocket.

02-12-26  spal

Pilly - thanks for the heads-up.

02-12-26  pillz

EWY + 2%

02-12-26  pillz

Schpal , on NLY AGNC and VNQ i made a lot of money , but i am out now ...

02-12-26  spal

NLY
ANNALY CAP MGMT INC REIT


23.22(+1.81%)


Therefore, send not to know
For whom the bear steepens,
It steepens for thee.

02-12-26  spal

MTRN
MATERION CORP


170.08(+8.26%)


It is all about the Beryllium ...

02-12-26  spal

Other fortress America schtocks showing promise - MTRN announcing schtrong outlook thanks to Department of War cooperation on advanced materials.

02-12-26  spal

CRS ... flexing again

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.


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.

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.

02-12-26  victor

pana, i hope you are right.

02-12-26  spal

Next car I buy will have DELCY 31 as registration plate.


====

Best of the day!

02-12-26  spal

Run it hot.

Here comes the bear steepener ...

Looks like Einhorn reads the colores.

======

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

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.

02-12-26  savo

Delcy 2031-2037

Next car I buy will have DELCY 31 as registration plate.

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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