Beonegro

Ja tek sad vidjeh ovo. Džabe sav damage control, lik je otvoreno rekao da je plan za Ukrajinu okupacija. Nema riječi za ovo, za ovo je noga u guzicu i još ponešto. Glupa Evropo zagledana u svoj pupak, plati šta treba da možeš da sama odlučuješ o svojoj sudbini, i plati šta treba da Ukrajina odlučuje o svojoj sudbini, jer boljeg saveznika protiv putlerovskog divljanja od Ukrajine nećeš naći.

Ne, članovi trampove administracije su beyond repair, ali neko treba da konstatuje da ovo što rade nije normalno, zbog dijela SAD koji se sa ovim ne slaže i zbog ostatka svijeta. Usput i da bar proba da ovim ljudima čiji su životi uništeni njihovim ludilom olakša tretman u zatvoru.

Attorney General Pamela Bondi Announces Severe Charges Against Violent Tesla Arsonists Zastrašivanje u fazonu ovoga što radikali rade kod nas. Ako postoji jedan par muda u Ujedinjenim Nacijama, ovi ljudi moraju da budu proglašeni političkim zatvorenicima i da im se pruži pomoć u skladu sa tim.

To je ono gdje svi, uključujući i Trumpa i njegove glasače, s pravom kritikuju američke administracije u prethodnih 50 godina, ako ne i jače: pozicija dolara kao svjetskog novca im je dala izgovor da sve probleme guraju pod tepih novim zaduživanjem, pošto je djelovalo da je apetit svijeta za dolarom i za safe heavenom koji predstavlja američko tržište (pa i ekonomija, jer uprkos dezindustrijalizaciji oni su do sada imali ekonomski rast i naročito rast produktivnosti radne snage koji je neviđen u državama sa tim nivoom bogatstva po stanovniku) beskonačan. Što ne znači da je pavijanovo divljanje ispravna politika, naprotiv, ovo liči na srčanog bolesnika koji može normalnim ponašanjem da sebi produži život, ali neeee, on je odlučio da se ugoji 30 kila, pije 12 kafa dnevno i jede so kašikom. Taman kao ono što ga nervira slab pritisak vode iz tuša, a ovamo mu pola države ima katastrofalne požare.

Prosto Kina već decenijama zbog pozitivnog spoljnog bilansa (izvoza koji je mnogo veći od uvoza) ima višak dolara, koji velikim dijelom investiraju u američke obveznice, tako da su prvi kreditor SAD. Cijena američkih obveznica je pala kad je Trump najavio carine (jer je to povećalo rizik da jednog dana SAD neće moći da plaća svoje dugove, iako i dlaje govorimo o teoretskim šansama), pa je skočila nazad kad je objavio moratorijum, međutim, sad ponovo pada, a ekonomisti misle da je to zato što su Kinezi počeli da svojom ponudom istih kreiraju disbalans između ponude i tražnje, odnosno da je ponuda sad veća od potražnje. EDIT: efekat na dolar je dvostruk, prvo, standing može da mu bude poljuljan time što tržište nije u stanju da bez discounta apsorbuje dug države koja štampa USD (jer je jedna od glavnih prednosti SAD u postojećem svjetskom finansijskom sistemu upravo to što je njihov novac svjetski novac i finansiraju se bez tzv. emisione premije*), a drugo, ukoliko Kina iz svojih rezervi izbaci američke obveznice (ili ih svede na marginalan dio), znači da će umjesto toga morati da kupe nešto drugo (zlato, evropske obveznice, japanske obveznice...), u svakom slučaju druga ekonomija na svijetu će poslati signal da više ne smatra prvu svjetsku ekonomiju za pouzdanog dužnika. *-u praksi, pozicija dolara kao svjetskog novca čini da je kamata na američki dug manja nego kamata na njemački dug, iako SAD i Njemačka imaju isti kreditni rejting, a Njemačka je proporcionalno mnogo manje zadužena.

Kinezi su krenuli u rasprodaju američkih obveznica, nakon kratkotrajnog popuštanja po objavljivanju 90-dnevnog moratorijuma na carine prinos (yield) na američke desetogodišnje obveznice ponovo ozbiljno raste. Prinos je inače odnos kamate koju papir nosi (tzv. coupon) i njegove tržišne cijene, tako da rast prinosa zapravo odražava pad tržišne cijene obveznice. Ovo je znak da smo izašli iz Fucking Around faze i ušli u Finding Out fazu, koliko će ovo koštati SAD sad zavisi praktično samo od toga koliko je Ši spreman da izgubi na svojoj strani, tj. da li će ovo uraditi progresivno da bi izašao sa relativno malim gubitkom ili ide all in gdje mu je samo cilj da se riješi američkih obveznica i usput postavi pitanje budućnosti dolara kao reserve currency.

Jer je za njih u tome poenta.

turski scenario

Borba poštena čoeka Sjedinjenodržavljanina i reindustrijalizacije ALVARADO, Texas / PARIS, April 10 (Reuters) - Six years ago, LVMH's billionaire CEO Bernard Arnault and President Donald Trump cut the blue ribbon on a factory in rural Texas that would make designer handbags for Louis Vuitton, one of the world’s best-known luxury brands. But since the high-profile opening, the factory has faced a host of problems limiting production, 11 former Louis Vuitton employees told Reuters. The site has consistently ranked among the worst-performing for Louis Vuitton globally, “significantly” underperforming other facilities, according to three former Louis Vuitton workers and a senior industry source, who cited internal rankings shared with staff. The plant’s problems – which haven’t previously been reported – highlight the challenges for LVMH as it attempts to build its production footprint in the U.S. to avoid Trump’s threatened tariffs on European-made goods. “The ramp-up was harder than we thought it would be, that’s true,” Ludovic Pauchard, Louis Vuitton’s industrial director, said in an interview on Friday in response to detailed questions about Reuters findings. The Texas site, situated on a 250-acre ranch, has struggled due to a lack of skilled leather workers able to produce at the brand’s quality standards, the three former workers told Reuters. “It took them years to start making the simple pockets of the Neverfull handbag,” one source familiar with operations at the plant said, referring to the classic Louis Vuitton shoulder tote bag. Errors made during the cutting, preparation and assembly process led to the waste of as many as 40% of the leather hides, said one former employee with detailed knowledge of the factory’s performance. Industry-wide, typical waste rates for leather goods are generally 20%, a senior industry source said. Several former employees who spoke to Reuters described a high pressure environment. To boost production numbers, supervisors routinely turned a blind eye toward methods to conceal defects, and in some cases encouraged them, four former employees told Reuters. Pauchard acknowledged there had been such cases in the past, but said the issue had been resolved. “This dates back to 2018 and one particular manager who isn’t part of the company anymore,” he said. Poorly-crafted handbags deemed unfit for sale are shredded on-site and carted away in trucks for incineration, two of the sources with knowledge of the firm’s supply chain said. A former production supervisor who often travelled to the site, said Louis Vuitton mostly used the Texas plant for less sophisticated handbag models, producing its most expensive products elsewhere. Pauchard, Louis Vuitton's industrial director, said the company was being “patient” with “a young factory.” “Any bag that goes out of it must be a Louis Vuitton bag, we make sure it meets exactly the same quality,” he said. “I am not aware of any kinds of issues suggesting the quality coming from Texas is any different from that coming from Europe.” MADE IN USA Perched behind a hill, the handbag maker's two production facilities were built on grounds near grazing cattle and a gas well. Louis Vuitton named the site Rochambeau in tribute to a French general who fought in the Revolutionary War. Workers at the site make components and entire models of Louis Vuitton handbags like Felice pochettes and Metis bags – with "Made in USA" tags inside. The items sell for around $1,500 and $3,000 at high-end boutiques. LVMH declined to comment when asked which handbag models are fully or partially made in Texas but former workers interviewed by Reuters mentioned the Carryall, Keepall, Metis, Felice and Neverfull handbag lines among the plant's products. In its marketing material, Louis Vuitton says its handbags - typically made at French, Spanish or Italian leather ateliers by artisans known as "petites mains” - are assembled using a process that it has perfected since the mid 19th century. After cutting canvas and leather using hand tools and laser-cutting machines, they stitch pieces together using industrial sewing machines. Workers at the Texas facility, which includes dedicated floors for cutting and for assembly as well as a warehouse, were initially paid $13 per hour. As of 2024, base pay for a leather worker position at the plant was $17 per hour, according to two people who recently applied for positions. The minimum wage in Texas is $7.25 an hour. A former leather worker who arrived as a migrant in the U.S. some years before, said she felt proud when she was hired by the prestigious French brand, but said some workers struggled to meet the brand’s quality standards and production targets. "We were under a lot of pressure to make the daily goals," said the former worker, who left the factory at the end of 2019. Another person who worked at the facility until 2023 said she cut corners, like using a hot pin to “melt” canvas and leather to conceal imperfections in a particularly difficult piece called the Vendome Opera Bag. Another former leather worker said they’d seen people melt material to hide holes or other imperfections in stitching. Damien Verbrigghe, Louis Vuitton’s international manufacturing director, conceded some at the Texas plant had chosen to change jobs or leave because of its stringent quality requirements. “There are artisans that we hire, who we train and who, after several weeks, or months, realize in light of the expectations, the level of detail that is required, they would rather work in other fields like logistics,” he said. “Some people chose to leave us, because it’s true that it’s a job that requires a lot of savoir faire.” Three former workers at the plant said they received between two and five weeks of training. A current Louis Vuitton employee in France said receiving just a few weeks of training wasn't unusual as most learning happens on the production line supervised by more experienced craftspeople. "Knowledge of sewing on leather/canvas is a plus, but not required. We offer comprehensive training,” the company said in a job posting for artisan positions in Alvarado published on its website in January. Verbrigghe said training in Texas is “exactly the same program that we have in all our workshops,” that is, six weeks on the training line, where new artisans do nothing but learn basic operations and skills before going on to train on the assembly line. There, he said, they are “accompanied and continuously mentored by trainers.” TAX BREAKS LVMH got a host of tax breaks and incentives from Johnson County, including a 10-year, 75% property tax cut, promising the company an estimated $29 million in savings. ”We look forward to serving this exceptional company,” wrote the county’s top executive, Roger Harmon, in 2017 correspondence seen by Reuters. In its 2017 application letter for the tax abatement, obtained by Reuters through records request, LVMH said it was aiming to hire 500 people within the first five years of the plan. At the ribbon-cutting ceremony in 2019, Arnault said, “We will create approximately 1,000 high-skilled jobs here at Rochambeau over the next five years.” Three former staffers, however, said headcount stood at just under 300 workers in February 2025, a figure Verbrigghe confirmed. The White House did not respond to a Reuters request for comment. Pauchard said initial recruitment difficulties were largely due to the COVID-19 pandemic and the lockdown that followed, adding that a decline in local demand also played a role. Despite the problems, LVMH is planning to move even more jobs to Texas. LVMH said in its 2017 filing that its first Texas production facility would cost around $30 million. A second filing from 2022 to local authorities put the cost of its second workshop, completed last year, at $23.5 million. At a town hall last fall, workers at one of two California production sites were told that it would close 2028 and they could move to Texas or quit, according to a former employee who was present. Pauchard confirmed the town hall and said Louis Vuitton intended to streamline its California operations and transfer more skilled artisans to Texas - with so far limited success. Its executives, he said, “underestimated the fact that Texas is far away from California.”

Kao i da je to jedino što je dotični u životu zapravo proizveo.

Zašto je pavijanovo obećanje o jeftinoj nafti od starta providna laž: US producers face tough choices on growth, capital returns as oil falls below $60 April 9 (Reuters) - A plunge in oil prices below $60 per barrel due to an escalating trade war may trigger anxiety across the U.S. oil patch, likely forcing companies to double down on measures including cuts to share buybacks and capital expenditures, analysts have said. Brent crude and West Texas Intermediate (WTI) futures slid to their lowest since February 2021, as sweeping tariffs imposed by U.S. President Donald Trump sparked concerns of a recession amid signs of higher supply from top producers. Raymond James analyst Pavel Molchanov said some producers might reduce 2025 capex if the downturn persists, though broader cuts will depend on the depth and duration of the slump. "Share buyback is typically the 'flex variable' that can easily move up and down depending on how much free cash flow is being generated." During the COVID-19 crash in 2020, when oil demand collapsed and prices briefly turned negative, Exxon Mobil (XOM.N) slashed capital spending by 30%, while Chevron (CVX.N) cut its budget by $4 billion and paused its buyback program. ConocoPhillips (COP.N) had also trimmed spending and halted repurchases. Although oil companies are now leaner and more disciplined, higher service costs and energy transition spending have narrowed financial buffers. EXPECTING BREAKEVEN While many operators benefit from low breakeven costs in the Permian Basin - which is expected to contribute nearly all of the U.S. Lower 48's production growth this year - paying high dividends can put financial pressure on companies working in costlier, less profitable oil fields. Rystad Energy estimates many U.S. oil producers now face all-in breakeven prices above $62 a barrel, including dividends, debt service, and return targets. "Some combination of near-term activity levels, investor payouts or inventory preservation will need to be sacrificed in order to defend margins," said Matthew Bernstein, vice president at Rystad. The crude slump has cast fresh scrutiny on how U.S. oil and gas firms plan to maintain shareholder returns amid tighter margins. RBC Capital Markets estimates Exxon's breakeven to cover both dividends and buybacks is $88 per barrel for 2025. Chevron's is even higher, at $95 per barrel. "The corporate reality for public players means that already modest growth could be at risk if prices remain near $60 per barrel," Bernstein said. Earnings reports later this month will offer insight into whether producers will stay the course or pivot toward cash preservation. "We'll see where we are at the end of April and early May as to whether companies would cut capex or buybacks ... I'm sure we'll get cautionary language about the outlook if weakness were to persist," said Arjun Murti, a partner at energy consultancy Veriten.

Ma kakvi, nema šanse da on nekome prepusti poziciju frontmana, čak ni nekome za koga svi znaju da je straw man. On je onaj lik kome je bitnije da ispriča da je imao seks, nego sam čin seksanja.

Kako se osjećaju ljudi koji su u panici prodali akcije prekjuče, ili fond menadžeri koji su u prethodnih nekoliko dana ispucali stotine ili hiljade milijardi keša u margin calls...

Naravno, ima i nastavak: April 8 (Reuters) - The acting head of the Internal Revenue Service and other top officials are quitting the tax-collecting agency after it struck a deal this week to share data with federal agents on migrants living illegally in the United States. A U.S. Treasury spokesperson confirmed the resignation of commissioner Melanie Krause in a statement on Tuesday night. The agency's chief privacy, financial and risk officers are also resigning, according to two people familiar with the matter and posts made by the individuals on LinkedIn. Veliko poštovanje za ove ljude.

Trump to lift water curbs to 'make America's showers great again' WASHINGTON, April 9 (Reuters) - President Donald Trump, after complaining about it for years, signed an order to lift restrictions on water pressure in showers on Wednesday, saying he wanted to "take care of my beautiful hair." Trump's executive order is aimed at reversing efficiency and water conservation steps taken by the last two Democratic presidents, Barack Obama and Joe Biden. According to a White House fact sheet, Trump will "end the Obama-Biden war on water pressure and make America’s showers great again." A posle mene - potop suša!

Podjednako sam polaskan i prestravljen time što u noćne sate misliš na mene 😘

Nemojte da polazite od sebe, sektaši neće da svima bude dobro, hoće da ima ljudi kojima nije dobro i koje oni mogu da gaze. To je poenta kod glasača tih anticivilizacijskih sekti, oni hoće da nekažnjeno mogu da vrše nasilje nad ljudima. Makar ponavljajući kakav je - takav je, on je izabran, u prevodu ima bre da vam radimo šta god nam padne na pamet, i ima da se pravite da to volite, inače ćemo sve državne resurse upregnuti u to da vam se useremo u živote. Radikalski-silovateljski mindset. Kako se na američkom kaže ćaci?

Kako ono bi, ništa ja nisam rekao, nego kako se ko prepozna u datoj situaciji 😁

Dvije majstorije za manje od 15 minuta. Rispekt i hvala autorima, odavno se nisam ovako nasmijao.

Bokme je neko negdje rekao da je bilo dosta majmunisanja: WASHINGTON, April 9 (Reuters) - FBI Director Kash Patel was removed as the Acting Director of the Bureau of Alcohol, Tobacco, Firearms and Explosives and replaced by U.S. Army Secretary Daniel Driscoll, seven people familiar with the matter said on Wednesday. Driscoll will continue to serve as Army Secretary while he also oversees the ATF, an arm of the U.S. Justice Department, said three of the sources, who were granted anonymity to discuss personnel matters that were not yet public. Ne bih bio iznenađen da su u pitanju veliki donatori Republikanske stranke kao Koch kojeg sam juče pominjao ovdje.

TOKYO, April 9 (Reuters) - Japan and Canada, who is this year's chair of the G7 developed economies, have agreed to cooperate to maintain stability in financial markets and the global financial system, Japan's Ministry of Finance said on Wednesday. In a phone conference on Wednesday, Japanese Finance Minister Katsunobu Kato and his Canadian counterpart, Francois-Philippe Champagne, shared concerns over the series of tariffs implemented by the U.S. government, the ministry said in a statement.

Vrlo vjerovatno. Ima jedan francuski istoričar i demograf koji se zove Emmanuel Todd (poznat po tome da je na osnovu statistika o infantilnoj smrtnosti za period 1970. - 1974. i činjenici da su nakon 1974. prestali da ih objavljuju, još tada počeo da tvrdi da je SSSR ne samo u padu nego da su prešli tačku povratka), koji je kao jedan od ključnih problema američkog društva identifikovao upravo to što su poslovi u finansijskom sektoru i advokaturi plaćeni bolje on inženjerskih poslova i što mladi u SAD nemaju incentive da se bave matematikom, fizikom, mašinstvom, energetikom, elektrikom, elektronikom, medicinom, itd. Prosto je neuporedivo lakše završiti neku poslovnu školu nego neki PMF, ETF, mašinski, medicinski, a zašto se cimati ako ćeš biti plaćen slično ili čak i bolje.

Nove procjene kažu da će nas postojeće Trumpove mjere koštati preko 1% rasta u 2025., što za mnoge znači plitka recesija, iz koje bi ipak trebalo da izađemo 2026. zahvaljujući prije svega njemačkom stimulusu i povećanju vojnih budžeta. Mnoge zemlje (u prvom redu Francuska, Italija, Belgija, moguće i Poljska, definitivno Mađarska i Slovačka) će imati problema sa nivoom budžetskog deficita, što će vjerovatno značiti nove pregovore o proceduri za previsoki deficit sa Evropskom Komisijom, zbog političke težine Francuske i sranja mahnitog krasnova će im vjerovatno ponovo biti udovoljeno (a realno ne bi trebalo, to udovoljavanje Francuzima da vječno troše više nego što proizvode će jednog dana napraviti sranje od kog će čitava eurozona biti u problemu). Paradoksalno, recesija bi mogla da kratkoročno smanji tražnju, što znači da ne bi trebalo da bude rasta inflacije, možda vrlo marginalno zbog evopskih protiv-mjera (mislim da se još ne računa na potezanje tzv. evropske trgovinske bazuke, odnosno procedure protiv pokušaja prinude od strane trećih zemalja, koju imamo zahvaljujući precedniku dnevnoj dozi i njegovim pokušajima divljanja još u prvom mandatu). Dugoročno, ukoliko mjere ostanu na snazi, inflacija će biti strukturno viša nego u prethodnim godinama. Sve ovo upućuje na to da ce ECB tokom godine spustiti kamate više nego što je ranije anticipirano. Za sada nema najave promjene na planu kvantitativnog popuštanja, ECB nastavlja da smanjuje svoj bilans i novčanu masu u opticaju. što znači da za nedobok scenarije ima još u rezervi i upumpavanje dodatne likvidnosti u sistem kao tokom subprime krize i ćovida.

Lik čije akcije imaju direkat uticaj na milione zaposlenih u saveznoj administraciji i njihove porodice: Elon Musk Rage Quits Livestream After Being Cyberbullied by Gamers The DOGE chief was, predictably, terrible at the game, but that was the least of his problems—Less than five minutes into the stream, a player logged on and asked Musk if he could “please jerk off mr trump so he dies of a heart attack.” It only got worse from there. For the next hour and a half, Musk sat in stony-faced silence and blasted techno music while dozens of users with names such as ELON_IS_A_PEEDOPHILE and ELON_MUSK_IS_PATHETIC repeatedly spammed the chat to tell him “YOU HAVE NO FRIENDS AND YOU WILL DIE ALONE” and “YOU WILL ALWAYS FEEL INSECURE AND IT WILL NEVER GO AWAY.” “Elon. It’s me, Ashley St. Claire. I have no other means of contacting you so I bought PoE2 early access. Please pay your child support. Thank you Elon,” said an account pretending to be the conservative influencer currently locked in a custody battle with Musk over their five-month-old child, while another said his estranged daughter Vivian “was right” about him being terrible at video games.

U međuvremenu, prefesionalci masovno bježe sa broda ludaka: