dealraker Posted January 4 Posted January 4 43 minutes ago, John Hjorth said: Geez, @73 Reds, Who has told you that Greenland is a country? Where have you got that from? You obviously have opinions about things you have absolutely no clue - master no basic conceptual insights, 101-basic facts - about! - No knowledge, at all - It seems! - - - o 0 o - - - Like Mike [ @cubsfan ] posted not so long ago today, in one of his usual 'half liners' : "Who cares", right? - - - o 0 o - - - -So, let's just flood CofB&F with nonsense, rubbish! Disappointing opinions and facts; just disappointing. It isn't the lack of accuracy, its the lack of even caring.
John Hjorth Posted January 4 Posted January 4 (edited) 1 hour ago, cubsfan said: I guess that makes Denmark an evil colonizer exploiting poor old Greenland! At least that comment from you make you appear more properly dressed than @73 Reds for Greenland discussions in this topic, Mike [ @cubsfan ] ! -Don't ever make your wifey ask you who you theoretically would endure to sleep with for 4 billion DKK per year in 'allowance'! [-This discussion is starting to killing me slowly! ] The better part of it is leftist [and ruling] part of Greenlandic selfruling parlament is trying to get a divorse, and on the the same time maintaining 'the 4 billion DKK allowance' from Soutrhern Denmark, to be able to maintain a firm 'NO' to entrepreneurial POTUS' proposals, advances! - Mind you! Edited January 4 by John Hjorth
Parsad Posted January 4 Posted January 4 3 hours ago, cubsfan said: Truly a historic day, especially here on CoFB, whereby our leftist nut-bags lament the capture of a murderous narco terrorist. You really can't make this stuff up! Cubs, no one is saying that Maduro was a good guy. The problem that almost everyone on the left and many centrists have is how this was done...among the myriad of other questionable things Trump has done. You act as if no one has the right to even question his actions...and that type of attitude is cult-like. I'm glad he got rid of Maduro...I'm not so sure how he did it is remotely legal or the type of precedent that we want set for global relations. Otherwise there are no rules and laws! Cheers!
Castanza Posted January 4 Posted January 4 7 hours ago, UK said: The smoothiness was really strange. Perhaps Maduro was already sold by his generals... Delta Force doesn’t miss a beat. Small glimpse into US capability.
Parsad Posted January 4 Posted January 4 2 hours ago, Spooky said: I'm starting to doubt the credibility of the FIFA peace prize. ROFLMAO! That was some funny shit! I needed that! Cheers!
Castanza Posted January 4 Posted January 4 As @Mephistopheles said…Congress gave up the power post 9/11…. @Parsad I agree that is a real concern especially depending who is in office. Things like this are always a catch 22. Will be interesting to see the unintended consequences of this.
cubsfan Posted January 4 Posted January 4 5 minutes ago, Parsad said: Cubs, no one is saying that Maduro was a good guy. The problem that almost everyone on the left and many centrists have is how this was done...among the myriad of other questionable things Trump has done. You act as if no one has the right to even question his actions...and that type of attitude is cult-like. I'm glad he got rid of Maduro...I'm not so sure how he did it is remotely legal or the type of precedent that we want set for global relations. Otherwise there are no rules and laws! Cheers! In 30 seconds, you can figure out he did it the same way that Reagan and Obama did it: without congressional approval. And in Obama's case, without INTENTIONALLY murdering Americans. Your love of criminal Obama is certainly over the top!
Parsad Posted January 4 Posted January 4 3 minutes ago, cubsfan said: In 30 seconds, you can figure out he did it the same way that Reagan and Obama did it: without congressional approval. And in Obama's case, without INTENTIONALLY murdering Americans. Your love of criminal Obama is certainly over the top! I don't agree with those either...does that say I have RDS and ODS alongside TDS? Or can I actually disagree with a President's actions as one should be able to do in a democratic society? Cheers!
cubsfan Posted January 4 Posted January 4 2 minutes ago, Parsad said: I don't agree with those either...does that say I have RDS and ODS alongside TDS? Or can I actually disagree with a President's actions as one should be able to do in a democratic society? Cheers! You can certainly disagree with whatever you like. When y'all go to lock up Trump, save a cell for baby-killer Obama too...
John Hjorth Posted January 4 Posted January 4 (edited) 50 minutes ago, dealraker said: Disappointing opinions and facts; just disappointing. It isn't the lack of accuracy, its the lack of even caring. , Edited January 4 by John Hjorth
Mephistopheles Posted January 4 Posted January 4 All the Trump cultists on twitter retweeting all the ecstatic Venezuelans that are overjoyed to see Maduro gone. I wonder how they’ll behave when Trump takes all their oil. It’s not about removing a brutal dictator (which he was). It’s about removing a brutal dictator who has oil. It would be honorable if Trump gave the oil back to the people or shareholders, and next do the same with Fannie and Freddie.
Spekulatius Posted January 4 Posted January 4 4 hours ago, whatstheofficerproblem said: Well, what happened in VZ today was for XOM. They had to move out of VZ in 2007, so they move ops to Guyana and to their surprise find rich oil reserves there in 2015. Now Maduro starts claiming Guyana's oil as his and the whole thing is a shitshow. Maduro then doubles down and deploys military in 2024 on the Guyana border in plans to sabotage XOM's extraction of it. Rubio in March of 2025 warns that if Maduro plans to use military then things will escalate. Our boy Rex Tillerson is the CEO of XOM who resigns a year before Trump gets elected and becomes the secretary of state during first term. Well, well, well. I have talked to a few folks from VZ. Most of them are happy, this was an inside job, his VP now became the puppet president. Two things can be true, Maduro is a piece of shit who ruined a beautiful country but at the same time I would be wary of Manifest Destiny warriors who have vested interests not in the people but resources. Maduro deserves to be removed. He lost the election and continued to run the country in the ground in a mafia like fashion. I also have a friends from Venezuela and they are happy to see him go. However, I don’t think the Venezuelan happy to become an US colony. How does Trump government want to run the country and what happens if the election outcome is not to Trump’s liking? Also, why the hell does Putin get a free pass? He is freely flying around with his airplane like a world leader on “diplomatic missions” while waging wars but really should be taken down more than anyone else.
Spekulatius Posted January 4 Posted January 4 2 hours ago, cubsfan said: Damn, I was hoping you would not say that. Now we need to put Barrack Obama in prison for attacking Libya without congressional approval. I always knew Obama was a dictator! You realize that it wasn’t just the USA alone that bombed Libya. Also prior to that an UN Security Council was authorizing force to protect civilians. So you obviously omit significant fact with your statement when you compare the two interventions.
scorpioncapital Posted January 4 Posted January 4 1 hour ago, Spekulatius said: Maduro deserves to be removed. He lost the election and continued to run the country in the ground in a mafia like fashion. I also have a friends from Venezuela and they are happy to see him go. However, I don’t think the Venezuelan happy to become an US colony. How does Trump government want to run the country and what happens if the election outcome is not to Trump’s liking? Also, why the hell does Putin get a free pass? He is freely flying around with his airplane like a world leader on “diplomatic missions” while waging wars but really should be taken down more than anyone else. Because Putin has nuclear weapons. Russia is by far the most dangerous country after North Korea on the planet, because here you have near-failed states run by mob-like crazy dictators - and with Earth destroying weapons. How do you remove them from power??
UK Posted January 4 Posted January 4 What would be implications for markets from all this, if any? 1. Oil price: perhaps bearish? 2. Specific oil companies and oil service sector: bullish? 3. USD: bullish/no effect?
UK Posted January 4 Posted January 4 (edited) 1 hour ago, Spekulatius said: Maduro deserves to be removed. He lost the election and continued to run the country in the ground in a mafia like fashion. I also have a friends from Venezuela and they are happy to see him go. However, I don’t think the Venezuelan happy to become an US colony. How does Trump government want to run the country and what happens if the election outcome is not to Trump’s liking? Also, why the hell does Putin get a free pass? He is freely flying around with his airplane like a world leader on “diplomatic missions” while waging wars but really should be taken down more than anyone else. Because Russia is not Venezuela, especially with regards to nuclear weapons? At least Zelensky did not missed opportunity to joke about this:) https://youtu.be/g2IZLxhksOk?si=YSTWCq_2-wUHPJ1m Edited January 4 by UK
UK Posted January 4 Posted January 4 The Economist: https://archive.is/NVGaa https://archive.is/S3jwF
whatstheofficerproblem Posted January 4 Posted January 4 2 hours ago, Spekulatius said: I don’t think the Venezuelan happy to become an US colony South Korea, Mexico & Japan would like to have a word. The US & in particular the A are way too smart for that. The people in US colonies usually live their lives thinking they are sovereign. The US is the master who holds a mirror in which the puppet watches itself practice sovereignty. Also, worth a read: https://substack.com/home/post/p-183378481 This seems to be about more than Oil.
Blugolds Posted January 4 Posted January 4 5 hours ago, Parsad said: ROFLMAO! That was some funny shit! I needed that! Cheers! Par for the course (pun intended)...Literally every winner of the FIFA peace prize has captured the leader of Venezuela...
Paarslaars Posted January 4 Posted January 4 I still believe this isn't about oil. They want the minerals... Silver is becoming absolutely critical for future tech and China just crippled the supply with export limitations on refined silver.
Luke Posted January 4 Posted January 4 11 hours ago, TwoCitiesCapital said: Rather a leftist nut bag than constantly gagging on Trump's nut bag. Your jaw ever get sore?
Luke Posted January 4 Posted January 4 7 hours ago, Spekulatius said: Maduro deserves to be removed. He lost the election and continued to run the country in the ground in a mafia like fashion. I also have a friends from Venezuela and they are happy to see him go. However, I don’t think the Venezuelan happy to become an US colony. How does Trump government want to run the country and what happens if the election outcome is not to Trump’s liking? Also, why the hell does Putin get a free pass? He is freely flying around with his airplane like a world leader on “diplomatic missions” while waging wars but really should be taken down more than anyone else. Selensky said on live telly that if thats the behavior of the US dealing with a dictator they know what to do next lol! 5 hours ago, UK said: What would be implications for markets from all this, if any? 1. Oil price: perhaps bearish? 2. Specific oil companies and oil service sector: bullish? 3. USD: bullish/no effect? I have read that there are also geopolitical implications regarding taiwan war? Oil reserves to sustain military equipment for long periods? Bill Ackmann posted something ominous on X about it...anyone knows whats going on? 1 hour ago, Paarslaars said: I still believe this isn't about oil. They want the minerals... Silver is becoming absolutely critical for future tech and China just crippled the supply with export limitations on refined silver. Yeah - some rumors going around - would like to know how the natural ressources in venezuela play a role in general geopolitical developments...
Luke Posted January 4 Posted January 4 This is what gemini tells me: The recent US military intervention and seizure of Venezuelan energy/mineral infrastructure represent a paradigm shift in global macro-strategy. For investors, the "Venezuela-Taiwan Connection" is the most critical variable to track. 1. The Energy Moat: Securing the "Backyard" The Taiwan Link: In a potential conflict over Taiwan, the South China Sea and the Strait of Malacca would likely face a naval blockade. By controlling Venezuela's 303 billion barrels of reserves, the US secures a massive, "short-haul" supply line within the Western Hemisphere. Impact on China: Beijing loses its primary "sanction-proof" oil source. China previously used complex ship-to-ship transfers to bypass sanctions on Venezuelan crude. This tap is now closed, forcing China into deeper (and more expensive) dependence on Russia and the Middle East. Market Sentiment: Bearish for long-term oil prices due to the eventual flood of supply; Bullish for US Oil Service majors (SLB, HAL) and Tier-1 operators (CVX) tasked with rebuilding the decayed PDVSA infrastructure. 2. The Mineral War: Beyond Oil Critical Metals: Beyond crude, Venezuela’s "Arco Minero" contains massive deposits of Coltan, Nickel, and Rare Earth Elements (REEs). Countering China: China recently restricted exports of refined silver and gallium (vital for defense tech). Controlling Venezuelan minerals allows the US to bypass Chinese supply chains for the production of precision-guided munitions and semiconductors required for a Pacific theater.
cubsfan Posted January 4 Posted January 4 8 hours ago, Spekulatius said: You realize that it wasn’t just the USA alone that bombed Libya. Also prior to that an UN Security Council was authorizing force to protect civilians. So you obviously omit significant fact with your statement when you compare the two interventions. Dude , knock it off already. Did the UN Security Council "authorize" Obama to go into Pakistan and murder bin Laden and his family? No Was Pakistan a sovereign country that deserved to be invaded by a US strike force? No You guys will tie yourself in knots to "get Trump".
SharperDingaan Posted January 4 Posted January 4 2 hours ago, Luke said: 1. The Energy Moat: Securing the "Backyard" The Taiwan Link: In a potential conflict over Taiwan, the South China Sea and the Strait of Malacca would likely face a naval blockade. By controlling Venezuela's 303 billion barrels of reserves, the US secures a massive, "short-haul" supply line within the Western Hemisphere. Impact on China: Beijing loses its primary "sanction-proof" oil source. China previously used complex ship-to-ship transfers to bypass sanctions on Venezuelan crude. This tap is now closed, forcing China into deeper (and more expensive) dependence on Russia and the Middle East. Market Sentiment: Bearish for long-term oil prices due to the eventual flood of supply; Bullish for US Oil Service majors (SLB, HAL) and Tier-1 operators (CVX) tasked with rebuilding the decayed PDVSA infrastructure. Venezuela is going to be a US colony for quite some time, probably the same for Iraq which also needs a rebuild of its oil infrastructure. Of course, the reality is that everybody with a colony eventually looses it (peacefully or otherwise), but it typically takes awhile. Big part of this is forcing China to pay full price for Western crude, not cut them off entirely; no more discounted sanctioned crude - Venezuela today, Iran/Iraq tomorrow. Russian oil/gas primarily flowing east to China, versus north and west to Europe, hence the strategic interest in Greenland. Have to think that Columbia is also high on the list of future US colonies; if only to cut down on both the immigration and drug flows north. Interdiction at source versus the Mexico/US border, North America as a fortress; entirely rational for a change. SD
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