lnofeisone

Anyone here looking at NFE bonds? 2026 are trading at $18 with potential to recover $10 if they liquidate and roughly $68 (lots of assumptions here) if they exit UK equivalent of C11. You can stress test the exit securities and give a 50% discount to common and 50% to preferred (which I think isn't reasonable because the new company will be able to easily service debt and preferred but for the sake of the argument) and you still come out at $30.

No Hamas in West Bank? Where do you get your news. Hamas is very much in the West Bank with some serious presence in Nablus and Jenin (with some support in Hebron and Tulkarm). Since Oct 7th, Israel arrested nearly 1k Hamas terror suspects in West Bank. Even Hassan Yousef (one of Hamas cofounders) was arrested in Ramallah. I'm all for reigning the extremist settlers in WB and charging them according to the law of the land but please don't make stuff up and assume that people on the board are not knowledgeable about the region.

OK - so you plastered a few images. I'm still waiting to see the images of soldiers with the fake badge you shared. I'm guessing those pictures won't be coming because they don't exist but you keep on trying to double down. So, sure, let's do this. You clearly didn't bother to hear/read the speech and context on "The Curse." If you had, you wouldn't have posted it. Sure, Smothrich, the absolute right-wing nut of Israel, whom most of Israel rejects, had the flag. No denying that. And after that Israel had to go into overdrive to make sure Egypt and Jordan don't get annoyed. That's like me finding the most extreme version of someone in Syria or Iran and saying "see, that's what represents all of people or Iran and Syria."

Israel was kinder and gentler. It allowed Gazans to come and work within its periphery, only to be repaid with Oct 7th. The people who were murdered by Gazans on Oct 7th were amongst the biggest peacenicks in Israel, with some being involved in helping treat Gazan sick children (see Vivian Silver). So where is this "kindler and gentler" side of Gaza? Oh, right. Seriously, why do you even bother? Your position is clearly anti-Israel. There is absolutely nothing Israel and Israelis will do to appease you other than disappear from the map. What's the purpose of your posturing? Just own it.

You've done ore than that. Just 3 days ago, you posted a fake badge aimed Jews, pushing the conspiracy theory that Jews want a "Greater Israel." That badge was clearly meant to stoke hatred, and it's not hard to see how someone in the ME could read it a sa a call to violence against Jews. You still haven't disproven my point or admitted your sources are shaky. So go ahead and ask your favorite AI weather that fits the IHRA definition. And this isn't a one-off. Time and again, you've posted false information with the same anti-Israel spin and the same wild leaps. It's fine to be anti-Israel - just say it. It's even fine to be anti-Jews. Just own it and don't try to fool a bunch of intelligent people with injection of "nuances." And don't dress it up as something else when the argument keeps collapsing under its own weight.

Your own source nukes (put intended) your take. It clearly says "flag, name tag, and unit insignia." That's it. No references to "Greater Israel" patch, no secret annex, no fine print in invisible ink. So your argument boils down to either "some rogue dude slapped a cringe patch on his vest" or "I got owned by a propaganda meme from a pro-Palestinian account that can't show a single real photo of this thing on an actual Israeli soldier." If the best you can offer is a source that directly contradicts your thesis and a graphic with no provenance, you are not describing Israeli uniform policy or wishes of Israeli society; you are just amplifying unverified internet imagery.

Show me another example of soldiers wearing this patch? Show me the IDF order against this patch? The very photo you pasted as your argument is fake. Seriously, Google it yourself. It's the same image over and over again. While searching for these images, watch closely and you will actually stumble on the original image. You are clearly biased against the state of Israel. So much so that you will believe unverified and take information. While I'm pro-Israel, I can fully admit that what Israel does at times is absolutely dumb. This patch invention is 100% pro-palestinian activity, a Photoshop job.

The image you are referencing came from a known source that produces false information. This very same image has been picked up by multiple bots and spread all over Twitter. 1) I can go as far as to tell you that this patch was AI-generated and can show you the original patch that was used to make it. 2) Can you back up your claim - "some of their soldiers" - and show 5 or 6 examples of soldiers wearing this patch in the wild? I suspect your outrage is as manufactured as this patch is, and your objectivity towards Israel and Israeli/Palestinian conflict is very much compromised.

BUG, PANW, ZS, SKYH, NU - some starters, some restarters.

I didn't know where to drop this, but felt it was relevant here. This dude built an agentic system that gives live updates. You won't find a link to this specific view. Also, judging by the design, his data consumption and processing bills are likely astronomical. You can, however, take his code (there is a GitHub repo) and build something like this https://finance.worldmonitor.app/

The win yesterday wasn't really a win. It was (and @Saluki called it) Shell's appeal attempt which got rightfully tossed. There are still 3 cases pending.

he is awesome. his take on TX is worth watching too.

We have a lot of similar positions. CPNG vol is insanely high for pure LEAPS plays.

I like SKYH and been steadily picking up shares. I think 2027 is when a lot of numbers will start to inflect and show up and shares will trade up then. 2026, IMO, will be a flat year but you can still make money selling puts and just wait.

I always read/hear that the inverse correlation between higher education and street smarts is somehow bad. I don't think it's bad. It's logical. Higher education mostly trains analytical intelligence and not day-to-day judgment. In other words, academia tends to make problems look more clean and linear for the purposes of the analysis but realities tend to be messy (driven by the majority of the "common sense" bunch). What people forget is that most "common sense" is acquired through lived experience. That means you tried it, got feedback (good/bad), and then when another synonymous situation came about you applied past experience. And not all experience is pleasant. I'd still prefer a surgery by the academic type over a common-sense type. And get rescued by a common-sense type over an academic type.

I'm not former or current LEO. I worked supporting financial crimes investigations and worked with many of the fine agents in those organizations.

@cubsfan @Marco Van Basten - why would you (or your kids) want to go to Harvard, a school that requires you to feel like a woman and be constantly oppressed? You all can get a fine education at schools like Bob Jones University, Regent University, and Grace College. Don't support something you don't believe in. But also don't be hypocritical wanting to go there (because reality is that these schools still produce world class education that everyone wants) and not liking what they have to offer.

You are right. There is plenty of blame. But this is where we disagree. I think most of the blame falls on the Federal agents. Also - a small nitpick - I'm 99% sure this shooting isn't on ICE. These look liked CBP agents. A very specific unit, too. I worked with CBP (on a program called UIP and spent some on time on the SW border). Incidentally, I also spent a good amount of time supporting ICE HSI.

You listed everything except the fact that, in many cases, ICE officers are abusing their power. There are videos of ICE driving away and pepper-spraying protestors who are just standing there (Phoenix). There are videos of ICE pepper-spraying sitting protestors. As a LEO, the job is stressful (this is why I always detested the "defund the police" idiots) but it's your job to manage that stress and respond within the parameters of the law. You may not like Alex, he may have been aggressive but CBP/ICE had to operate within the bounds of the law. And that they didn't do.

Read my prior comment. I said he should've been arrested for the encounter where he kicked the car. I agree, ICE (CBP in this case) should do their job unimpeded. But shooting someone the way they shot Alex isn't one of the things they should do unimpeded.

He was employed as a nurse at the time of his shooting...the union confirmed it. Stop reading Facebook, dude. He was also shot while being ganged up on by 5 federal agents and without his weapon on him. All facts. Facts that you love to just ignore. Too inconvenient?

The right is working overtime trying to shit on Alex and make him look bad. Fact still remains, he lawfully carried a gun and was shot 10-14 times without the said gun. Another fact is that there was an agent celebratory clapping after the shooting. And another fact, having two agents wondering where the gun was getting caught on tape, saying "oh shit, where is the gun." Wake me up when this host analyzes those videos and provides commentary. Seriously, this thing is so damaging that even Trump is backing away from it. You can fight this fight, cubs, but the fact still remains that this was a bad shooting. Also, don't forget that this will be the treatment right-wingers will get when Democrats get back to power. Just imagine all the rifle-toting individuals will now be fair game to the Feds. That's what you are advocating for.

There are a lot of assumptions in your statements. For example, these are not policemen. Police handle repeat offenders all the time. The probability of the repeat offenders being shot is probably not high. Also, these agents in the car (the one Alex kicked) are outfitted very differently from the agents that shot Alex. Look at the equipment kit, weapons, etc. I don't think anyone recognized Alex as "the troublemaker." I think the agents who shot Alex were just being assholes and trying to shut him down. It escalated in ways that nobody expected, but it was their job to control the scene.

He could still be a kind soul. You don't know anything about the altercation. And if you judge him based on the law enforcement affinity, you ought to visit Montana, the Dakotas, Nevada (remember Bundy stand off), the middle of nowhere Oregon (Sugar Pine), or even Texas to truly appreciate what "having anything against law enforcement" is all about. All brought to you by your republicans. None got the treatment Alex Pretti got.

It definitely looks like him. He absolutely deserved to be arrested for that interaction. He didn't deserve to be shot for the subsequent one. Gun or no gun. Previously kicking the taillight or not.