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04-27-26 carib
| Friedrich Merz said the US was “being humiliated” by Iran, as the German chancellor warned he saw “no exit strategy” to end the Middle Eastern conflict any time soon. |
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04-27-26 pillz
| Schpal sold short putas of VLO |
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04-27-26 spal
Markets & Mayhem
@Mayhem4Markets
Semis are trading with a PE approaching 60 now . . . 👀 |
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04-27-26 carib
| VENEZUELA: Chevron CEO Mike Wirth said changes to Venezuela’s oil policy are a sign of progress in trying to attract foreign investment, though further measures are needed. Wirth said “It still needs some work. It’s probably not enough to bring in the level of investment that would be desirable.” He said Venezuela’s diminished oil workforce, with many skilled workers lost to emigration, makes any large-scale industry recovery dependent on whether expatriates return, a point also raised by opposition leader María Corina Machado. The cautious tone from the largest foreign company with presence in the country is line with our view about the importance to manage expectation about the recovery of the economy and recovery values for the debt. |
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04-27-26 spal
Goldman Sachs says oil may be entering a new capex cycle.
The bank listed 5 Buy-rated oil stocks:
$HAL
$CVE
$COP
$VLO
$FANG
The thesis: producers need to replace reserves, long-dated Brent may be underpriced, and refining markets remain structurally tight.
Energy is back on Wall Street’s radar.
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Concerning E&P - have FANG, CVE, APA, FECCF (schpecial schituation). Although these will twitch more on tweets. I like services (O&G) better and structurally the price per barrel should hold higher and the pace of activity is certainly likely to increase. |
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04-27-26 spal
| For Cenovus Energy (CVE), this deal creates a powerful valuation floor and a clear "halo effect." When a global supermajor like Shell pays a 27% premium to secure 370,000 boe/d of Canadian shale, it signals to the market that the "unconventional" side of Cenovus’s portfolio is likely being drastically undervalued. - Have a position. |
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04-27-26 spal
| Shell has agreed to acquire Canadian energy producer ARC Resources for approximately $16.4 billion USD ($22 billion Canadian dollars) in a cash-and-share deal announced on April 27, 2026. The acquisition significantly expands Shell's Canadian Montney basin assets, adding 370,000 barrels of oil equivalent per day and boosting long-term production through 2030 |
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04-27-26 spal
| Adding frac sand and water co's ... US wells cracking back up. |
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04-27-26 spal
This is a posting from Deep Seek CEO:
Second price drop in two days! On top of the base 75% off, stack an extra 90% discount for cache hits — that brings it down to just 0.003625USA/0.025 RMB per 1M input tokens with cache hit~ 🎉💰 Go wild and have fun~ 🚀
📌 Just a heads-up: the cache discount is permanent, while the base 75% off promo runs until May 5th — so make the most of it while you can!
#DeepSeek #AGIforEveryone
More and more AI Clowns are sounding like Crypto Clowns on the way towards the Crypto crash ... |
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04-26-26 savo
victor... i think that what saylor is doing is very illegal. He is simply being allowed to do it because that is what those that supported Trump's campaign want. His family is very involved in crypto.
Look at HUT.. years below 20 per share... suddenly one of the sons gets involved ... shot to 80...
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04-26-26 victor
El Pollo Carvajal se perfila como el testigo clave contra Nicolás Maduro
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04-26-26 victor
| savo, right, but so far he hasn't done anything illegal. |
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04-26-26 savo
victor... Saylor issued the following:
Stretch, officially known as STRC, is Strategy's Variable Rate Series A Perpetual Stretch Preferred Stock, designed to pay monthly dividends and maintain a trading price close to $100. It offers investors a way to gain exposure to Bitcoin while providing a fixed income through its adjustable dividend rate.
Key Features of STRC
Dividend Payments: STRC pays monthly dividends, currently set at 11.5% annually. This rate is variable and can be adjusted monthly to help maintain the stock's trading price close to its target value of $100.
Trading Mechanism: The structure of STRC allows for adjustments in the dividend rate based on market conditions. If the stock price falls below $100, the dividend may be increased to attract investors, while a price above $100 may lead to a reduction in the dividend.
Investment Strategy: By issuing STRC, Strategy aims to fund its ongoing Bitcoin accumulation without heavily diluting common shareholders. This approach allows the company to manage its capital structure effectively while still leveraging its substantial Bitcoin holdings.
A PONZI by definition. He is basically issuing a security that pays interest at 11.5% from a company which has no income and no revenues and buys more bitcoin.
He bought another 2.4 bn with this and that is what probably pushed the price up to 78K.
Why do people by a security that pays interest from a company that does not have income? Only explanation I find is that they think they will be smart enough to exit before they go to zero.
How does he intend to pay those 11.5%?... With more Stretch. |
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04-26-26 victor
savo, btc 78k
your boy:
Michael Saylor says crypto 'winter' is 'over' |
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04-26-26 carib
| https://www.imidaily.com/tax/erdogan-proposes-20-year-tax-holiday-on-foreign-income-for-new-residents/ |
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04-26-26 victor
these guys helped dt win his re-election.
now they want to help the gop win in november?
//
Suspect at White House Correspondents’ Dinner may have been targeting Trump officials, Blanche says
President Donald Trump and top officials were rushed to safety after shots were fired near stairs leading down to the main ballroom. |
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04-26-26 savo
Weekend
No matter which post-WWII conflict we’re talking about, they all seem to have one primary result. And that’s the replacement of dead Europeans with Africans. In fact, almost every war leads to the mass export and import of Africans, whether the war is in Europe or not. Weird coincidence, right?
Kyrylo Budanov, the head of Zelenskyy’s presidential office, walked into a room full of Ukrainian businessmen last week and announced that Ukraine would be solving its labor shortage by replacing dead Ukrainians with freshly imported Africans. White Europeans, dead. Africans, imported. It was just that simple a solution. It used to be that First World nations would import Third Worlders to come fight their wars and die in their trenches. But since the end of WWII, it’s been another game plan altogether. The First Worlders die, the Third Worlders take their jobs, their homes, and their widows. And now, that’s unfolding in Ukraine.
Budanov told Ukrainian media that new residency frameworks will have to be put in place, obviously. Accommodations will have to be made to let in people who, in previous years, would have been unthinkable. Migration risk lists will certainly have to be revised. After all, in a massive labor shortage, it’s not the time to be picky about the types of people you want to permanently live in your nation. Beggars can’t be choosers. But at least this way, Budanov explained, the factories will hum, and the trains might run on time. The paperwork is moving along, and, in fact, the Ukrainian migration changes have been in the works since almost the beginning. And nothing about any of that should surprise you, because it always ends exactly like this, and it has been ending exactly like this since the end of WWII, because that’s how it’s designed to work.
The pattern isn’t complicated. You find a country with a government that will not cooperate, you fund and organize its destruction under whatever banner is fashionable that decade - defending democracy or maybe protecting human rights, or the responsibility to protect the innocent, internal corruption, etc - and when the rubble stops bouncing and the native men are in the ground, you declare an end to the war, open the borders, and call it reconstruction. The population that built the country is gone, and the population that replaces it is grateful, manageable, and has no particular attachment to the nation, which was always the point. You do not need a spreadsheet to see this. You only need a newspaper and a historical memory that goes back before this was normal.
Libya had Muammar Gaddafi, who had very inconveniently wanted a gold-backed currency and spent decades warning Europe that without his government holding the southern Mediterranean shore, the continent would be flooded with African migrants. NATO bombed his government into paste in 2011, the Obama administration celebrated, Hillary Clinton cackled on camera about his death, and within two years the Libyan coast had become the primary departure point for the largest migration wave Europe had seen since World War Two. Hundreds of thousands of sub-Saharan Africans moved through the vacuum NATO created, into Italy, into Germany, into France, into Sweden, and the same governments that created the vacuum told their citizens that concern about this was racism. Gaddafi had predicted it almost verbatim. He was dead, so he couldn’t say “I told them so,” which may have been part of the appeal.
Iraq had Saddam Hussein, whose removal was sold to the American public on the basis of weapons of mass destruction that the CIA's own Iraq Survey Group later confirmed did not exist, which means the U.S. destroyed a functioning state, killed roughly one million people, and displaced 9.2 million human beings on the basis of evidence the intelligence community knew was garbage before the first bomb fell. The catastrophe that followed the invasion produced two million international refugees, seeded the conditions that grew ISIS out of the wreckage of Fallujah and Mosul, and generated the migration flows that fed directly into the 2015 European crisis.
Syria’s civil war, which the United States and its Gulf allies fueled with weapons and money, not to mention started in a partnership between the CIA and Mossad, killed half a million people and produced the single largest refugee crisis in the world, the bulk of whom ended up in Europe, and the governments that fueled that war then lectured their own citizens about the moral obligation to absorb the displaced. Angela Merkel opened Germany’s borders in 2015 and called it a “humanitarian imperative,” while those who pointed out that the humanitarian crisis was a product of Western foreign policy were told they were being racist.
THE COUNTRY THEY BUILT AND THE COUNTRY THEY LEFT
Before 2022, Ukraine was a coherent nation of 41 million people with a culture, a history, and a demographic future. It also had problems. One of those problems is that the United States State Department operated a January 6-style coup of their democratically elected government in 2014. But it had peace, at least. It also had Ukrainians, which sounds like a tautology until you look at what it has now. By mid-2024, the population had dropped to 31.8 million. The fertility rate sits below 1.0, among the lowest recorded anywhere on earth. In 2024, the death rate ran 2.8 times higher than the birth rate. The male-to-female ratio went from roughly equal in 2021 to 41 percent male and 59 percent female by 2024, because the men are dead or at the war’s front, and the ones who are neither are being dragged off the streets by a government conscription gang who are making darn sure they’re out of the reproduction chain.
Ninety percent of the six million Ukrainians who fled to Europe are women and children, because men aged 18 to 60 were banned from leaving under martial law. Ukraine kept the soldiers and exported the mothers, and now only 43 percent of those mothers say they plan to return, down from 89 percent in 2022, and that number drops every time the survey is taken. A Ukrainian woman in Germany with a job, a child in a German school, and three years of life in Germany behind her is not a refugee. She is a German resident with a Ukrainian passport, and the people begging her to come home are the same people whose government got her husband killed. Her odds of returning aren’t hard to guess.
So now, Budanov is shopping for Africans for Ukraine. The labor shortage is real, the population is gone, somebody has to fill the factories, and the somebody turns out to be the same demographic that filled the vacuum in Libya, Iraq, Syria, and every other place these wars are perpetrated by the same globalist cabal, which is the least coincidental coincidence in the history of coincidences. It’s the Third World, and the sub-Saharan Third World, in particular. The Western governments that spent a decade calling demographic concern a mental illness and replacement theory a “conspiracy theory” are the same governments that produced the conditions now requiring a Ukrainian shopping trip for Africans. They’re also the same exact governments that will fund Ukraine’s post-war reconstruction, handing out contracts to their biggest political supporters and donors, which means that Western taxpayers who were called paranoid for talking about replacement theory will now pay to replace the population that Western foreign policy erased.
The claim that powerful people use wars to move populations around and remake societies is not so much a conspiracy theory as an observation. It’s literally front-page headlines. Noticing it gets you called dangerous, and some have lost their jobs and their platforms and, in certain European countries, their freedom to say it in public.
In the United Kingdom, police made over 30 arrests a day in 2023 for offensive online messages, with roughly 12,000 people taken into custody for what they said on their phones, and almost all of it was related to migration. In Germany, a single operation in June 2025 dispatched police to the homes of 140 people for online comments, part of a fourfold increase in hate speech prosecutions between 2021 and 2024, and in Germany, as with the UK, almost all of it was for comments related to migration. The European Parliament explicitly named the “Great Replacement” as requiring coordinated suppression and built regulatory policies and drafted laws to do so, while the governments punishing their citizens for noticing it were simultaneously producing, funding, and now openly administering the replacement they were prosecuting people for noticing.
Believing that this recurring theme is just a long string of coincidences requires accepting that the same cluster of governments and institutions has accidentally produced the same result in Afghanistan, Iraq, Libya, Syria, and now Ukraine, across different decades, different administrations, and different stated rationales, and that each time the rubble settled and the borders opened and the native population thinned out and the replacements arrived, everyone was surprised and sorry and committed to doing better next time. It requires believing that the speech codes criminalizing the noticing of demographic replacement were just coincidences, too.
The same people who start the wars also open the borders when the wars are over. They have done it enough times now that calling it a theory is an understatement. It’s a pure demonstrable fact. Sooner or later, the civilized Western World is going to have to acknowledge that none of it is a coincidence, an accident, or an unfortunate consequence. It’s the plan, and it has been all along. |
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04-26-26 spal
Admiral Samuel J. Paparo, Jr., USN
Commander, United States Indo-Pacific Command
Re-industrialization of the United States is a strategic imperative. Shift towards a command economy grows ... they won't call it this ... but it won't matter.
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04-26-26 spal
The "Hellscape" strategy (the defense strategy for the Taiwanese Strait).:
Current spending—estimated at over $1 billion for 2026—serves as "seed money" compared to the massive "Drone Surge" anticipated in the FY2027 budget. Key operational preparations include:
Replicator 1.1 & 1.2: Rapidly fielding aerial loitering munitions (kamikaze drones) and robotic "exploding boats" (USVs) to INDOPACOM.
Administrative Fast-tracking: Utilizing the "Department of War" designation to bypass traditional, slow-moving procurement hurdles.
Combat Validation: Using Operation Epic Fury in the Middle East as a live-fire laboratory to refine autonomous software and tactics.
The strategy prioritizes "attritable" (expendable) systems over traditional, expensive platforms. While the technology is being deployed, the massive economic pivot—converting commercial production lines into drone foundries—awaits the next major budget cycle to achieve the sheer volume necessary to thwart a Chinese fait accompli.
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