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Beonegro

Član foruma
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  1. Ovo je indikacija da Ukrajinci ozbiljno kubure sa protivvazdušnim sredstvima, tj. municijom za njih, kad imaju dovoljno municije šansa da Šahed zvani Geran ne bude oboren je slična ili manja od šanse da Nando De Colo promaši slobodno bacanje.
  2. Sve se slažem, samo mi se čini da proverbijalno jedenje korijenja ide dosta teško zubno challengeovanim osobama.
  3. Make Europe Great Again trades are gaining traction LONDON, March 31 (Reuters) - A more independent, less U.S.-reliant Europe is taking shape and investors sense opportunities in a long-shunned region that go beyond just snapping up defence shares. Yes, there is reason for caution since massive German spending on defence and infrastructure will take time to be felt. Yet many are playing the long game. "It seems that MEGA (Make Europe Great Again) trades are now rapidly replacing MAGA trades, which have lost their appeal," said Mark Dowding, CIO at RBC's BlueBay fixed income team, referring to U.S. President Donald Trump's Make America Great Again movement. 1/ DEFENCE FIRST Brussels' plan to mobilise up to 800 billion euros ($866 billion) for rearmament and German fiscal expansion mean defence stocks remain fertile ground for investors, even after their surge since Russia invaded Ukraine in 2022. European aerospace and defence stocks (.SXPARO) have gained 33% this year, and valuation multiples have topped those of U.S. peers, reaching levels associated with luxury or tech. Tankmaker Rheinmetall (RHMG.DE) was briefly more expensive than Ferrari (RACE.MI) this month, trading at 44 times its expected earnings, highlighting investor willingness to pay a premium for exposure to this long-term trend. Defence companies' expected average yearly profit growth to 2028 range from 8% for BAE (BAES.L) to 32% for Rheinmetall, Citi estimates. The European Union wants to buy more European arms, but it's a challenge. Since 2022, 78% of EU procurement has gone outside the bloc, with 63% to the U.S., European Commission data show. And after a broad rally, some advise caution. Vontobel fund manager Markus Hansen believes investors should focus on areas with real and pressing demand such as rebuilding depleted ammunition stockpiles and infantry-related equipment. Defence supply chain firms and other sectors including communications meanwhile could benefit. Eutelsat (ETL.PA) has surged 260% this month, driven by suggestions the Franco-British satellite operator could replace Elon Musk's Starlink in providing internet access to Ukraine. "Apart from weaponry, defence is also about logistics, data and communication, and personnel. It's a comprehensive value chain where suppliers play an important role," Evli portfolio manager Tomas Hildebrandt said. Truckmaker Scania, a unit of Traton (8TRA.DE), Atlas Copco (ATCOa.ST), which makes machinery for infrastructure and industrial projects, and construction companies in general, are possible examples, he said. 2/ HEY BOND Whether it's joint EU bonds or more German debt, a wider pool of triple-A rated bonds that supports the euro's reserve currency status is coming. Germany's historic infrastructure and defence spending could add up to more than a trillion euros of additional debt. What's more, the EU plans to jointly borrow up to 150 billion euros backing loans to member states to help increase defence spending, a move even proponents didn't anticipate just months ago. The bonds backing the programme, dubbed SAFE, will boost the EU's roughly 650-billion-euro debt pile. It's a sign the bloc might become a more permanent borrower as investors have long hoped, stepping up to another challenge after its vast COVID-19 recovery fund. The loans, however, are just a small share of the total 800-billion-euro plan, leaving the rest to national governments. 3/ BANKING ON IT European banks (.SX7P) are popular as the fiscal boost brightens the economic outlook, and have surged 26% year-to-date in their best quarter since 2020. Germany's economy should expand roughly 1.4% in 2026 and 2027 after almost four years of stagnation, Berenberg estimates. A March BofA fund manager survey showed banks and insurance are the largest sector overweights in Europe, followed by industrials. "We're positive on banks as higher growth expectations should steepen the (bond) yield curve, which would benefit banks and really spur credit growth," said GlobalX senior investment analyst Trevor Yates, noting the firm has seen strong interest in its DAX German stocks ETF. Investors also expect European regulators will ease rules for banks given a U.S. deregulation drive. BlueBay's Dowding said European bank capital bonds were the firm's largest overweight position in multi-asset credit funds. 4/ PERIPHERAL WINS Spanish and Italian equities (.IBEX), (.FTMIB) are significantly cheaper than those in core Europe, says Societe Generale multi-asset strategist Manish Kabra, leaving them poised for gains. Southern European stocks are also proportionally less exposed to U.S. tariffs than Germany or France and have a large exposure to banks. "There are parallel things going on. One is the German debt brake and for that (mid-cap) MDAX and long euro is your trade, the other is banking regulation, and European nominal GDP growth, both of which impact banks," Kabra said. "That is exactly what the periphery of Europe provides." 5/ RENEWABLE Europe's push to become more energy independent, starting in 2022, is expected to continue, with renewable energy and home-based power firms benefiting, analysts said. The European Commission has put forward an Action Plan to speed up permits for renewable energy projects, change how energy tariffs are set, and increase state aid for clean industries and more flexible power generation. And 100 billion euros of Germany's planned spending increase will be channelled into climate and economic transformation. Solar generation provided 11% of the EU electricity mix in 2024, versus 9.3% in 2023, overtaking coal, think tank Ember says. European utility firms Iberdola (IBE.MC), Endesa (ELE.MC) and Enel (ENEI.MI) have rallied 7-16% so far this year.
  4. SEOUL, March 30 (Reuters) - South Korea, China and Japan held their first economic dialogue in five years on Sunday, seeking to facilitate regional trade as the three Asian export powers brace from U.S. President Donald Trump's tariffs. The countries' three trade ministers agreed to "closely cooperate for a comprehensive and high-level" talks on a South Korea-Japan-China free trade agreement deal to promote "regional and global trade", according to a statement released after the meeting. A u kineskom horoskopu fino piše doći će nešto narandžasto nalik na čovjeka da se kurči u godini zmaja i vratiće se sa gaćama namaknutim na glavu.
  5. Šta se dešava zato što čovjekoliki voli da se kurči: CK Hutchison will not sign deal to sell strategic Panama ports next week, sources say March 28 (Reuters) - Hong Kong's CK Hutchison (0001.HK) will not sign a deal next week to sell its two port operations near the Panama Canal to a BlackRock-led group, two people with direct knowledge of the matter said, as pressure mounted from Beijing. China's market regulator said it will carry out an antitrust review on the Panama port deal in accordance with a law to protect fair competition and safeguard the public interest, its official WeChat account showed late on Friday.
  6. Nemam u vokabularu nijednog od jezika koje govorim uvredu dovoljno gnusnu da adekvatno odgovorim na ovu insinuaciju čija providnost ima mjeru samo u njenoj gluposti.
  7. Mojne to na ulici, pokupiće te kao Palestinca sa Yalea i Turkinju sa Tuftsa
  8. Update - krezubi će uskoro biti upgradeovani u bezube: Federal funding cuts ripple through heart Trump country RAINELLE, W.V., March 29 (Reuters) - The phone rang over the whine of Trey Yates' butter churn. The person calling was polite, but the message was devastating: Mountaineer Food Bank was ending Yates' butter contract, due to the federal government's funding cuts. The next day, President Donald Trump signed a declaration celebrating National Agriculture Day, praising farmers and food makers like Yates. But the canceled contract with the federally funded food bank, one of only two in West Virginia, had been a lifeline for Yates' business. In that moment, Yates, 27, wasn't sure how much longer he could hold on. Heart pounding, he called his father, John Yates, shocked that Trump's administration would take such action. "Dad, they're trying to bankrupt me," he said. Yates, a registered independent, said he did not vote for Trump. Along the winding back roads and Appalachian hollers of West Virginia, in a state where Trump won 70% of the votes cast in November, his administration's vow to cut back on government spending is being keenly felt.
  9. šta će sad jadno čovječanstvo? da i dalje nastavimo da tumaramo u mraku? 😭
  10. Nije veoma jasno, jer se tačno zna koji smisao u srpskom jeziku ima riječ "diskrecija" (i to nema veze sa "diskrecionim pravom"). Inače nemam nikakav problem sa vašim englianom, ono što mene trigeruje su glupost i bezobrazluk.
  11. Nema veze, ne znate ni šta znači diskrecija na srpskom, pa svejedno koristite taj izraz.
  12. Evo nečega o čemu se u Francuskoj priča već nekoliko dana i zbog čega će kod mene u preduzećetu vjerovatno tokom iduće nedelje biti donijeta odluka da se sa američkim državnim entitetima ne radi više ništa dok dnevna doza ne sjaše. Inače SAD trenutno nema ambasadora u Parizu jer je dnevna doza smislio da postavi, vjerovatno kao način da ponizi Francusku, Charlesa Kushnera (oca od Jareda i Ivankinog svekra, dakle prijatelja dnevne doze, inače privrednog kriminalca koji je zbog svojih postignuća robijao u federalnom zatvoru, nakon čega je istjeran iz advokatske komore u nekoliko saveznih država). ali Francuzi očito ne odgovaraju na predlog koji su dobili (u ovdašnjim medijima nema slova o njemu, čak ni u negativnom smislu) 😁 US tells French companies to comply with Donald Trump’s anti-diversity order
  13. Kao što Senada Nurkić zvana Maca ima dosta diskrecije?
  14. Počinje da se postavlja pitanje ko će da zamijeni deportovane imigrante na poslovima koje su do sada radili. Florida ima odgovor: Florida SB 918 is the latest bill lawmakers have put forward targeting child labor laws in the state. If passed, it would allow children as young as 14 to work overnight shifts, and allow teens to work overnight jobs during the school week.
  15. Ma stvar je u tome što tjeraju ukrajince da odbiju, da bi imali izgovor da naprave dil sa putlerom da mu predaju veliki dio Ukrajine u zamjenu za ruske pare blokirane na zapadu. Gdje treba reći da je EU ozbiljan saučesnik i sukrivac zbog svog kukavičluka, nesloge i odbijanja da konfiskuju pomenuti iznos i prebace ga Ukrajini pa da vidimo kakav rikverc ima ruska vojska.
  16. KYIV/WASHINGTON, March 28 (Reuters) - The terms of a mineral deal between Ukraine and the U.S. have not yet been finalised, Ukrainian officials said on Friday, after a summary of Washington's latest offer suggested it was demanding all of Ukraine's natural resources income for years. The latest U.S. proposal would require Kyiv to send Washington all profit from a fund controlling Ukrainian resources until Ukraine had repaid all American wartime aid, plus interest, according to the summary, reviewed by Reuters. Cijenim da bi na kraju mogli da zavše sa sredstvom za izbijanje očiju
  17. Nikola Jović ima prelom šake koji će biti zaliječen u narednih mjesec dana, to apsolutno nije nešto što će biti prepreka da igra za reprezentaciju. Što se sastava tiče, svi koji su bili u Parizu na OI, a zdravi su i voljni da igraju na P će biti u sastavu, jedino ko ispada je Plavšić. Ne znam samo da li će Kari prelomiti da ne ide na prvenstvo sa tri klasične petice (tj. da li je Petrušev za njega opcija i na 5), ako jeste to je to, Stefan Jović umjesto Plavšića i vozi, ako bude insistirao da ima tri centra u ekipi ispada neko iz trojca Davidovacm Dobrić, Marinković. Naravno, ostaje da se vidi prije svega da li će Jokić igrati i ko će zdrav dočekati kraj sezone, ovo pisanje s(endvič)portala je nebitno.
  18. Što bi rekao moj omiljeni filozof Mike Tyson, svako ima plan dok ne dobije po zubima, pa je tako i kineska vojska papirni tigar dok god ne dobije priliku da se negdje pokaže, međutim, nivo investicija u vojne kapacitete je sumanut. Kao ilustracija, američka mornarica je 2004. za svaki vertikalni lanser (Vertical Launch System) kineske mornarice imala 222 svoja VLS-a. 2028. godine će Kinezi imati više lansera na svojim brodovima od Amerikanaca.
  19. auboktejebo... Ima smisla, uzimajući u obzir tranpove predrasude protiv muslimana generalno i njegovu potkupljivost. Tu izgleda niko ne dobacuje da ovim što rade ozbiljno guraju zalivske zemlje ka Kini, a njihove pare i uvezanost u svjetski finansijski sistem u kombinaciji sa kineskom brzinom napretka u vojnoj tehnologiji nisu nešto što bi bilo ko želio da ima protiv sebe. Što je posebno zabrinjavajuće, ne dobaciju ni izraelski šešelji, a Izraelaca nema 350 miliona, kao Amerikanaca.
  20. Zakon, pravilnik, nešto <<<<<<<<<< dugotrajno praćenje i poznavanje
  21. US Secretary of State Marco Rubio said the US has revoked at least 300 foreign students' visas as part of President Donald Trump's effort to clamp down on pro-Palestinian protesters on university campuses."Maybe more than 300 at this point," he said while speaking to reporters on a visit to Guyana. "We do it every day, every time I find one of these lunatics." Da se razumijemo - prezirem islamo-ljevičarenje. Jedna od rijetkih stvari koje prezirem više od toga je uvođenje verbalnog delikta, posebno kad se isti u praksu uvodi na mala vrata (bez jasnog zakonskog određenja šta je dozvoljeno, a šta nije) i retroaktivno, jer to već opasno smrdi na praksu viđenu u Sovjetskom Savezu i nacističkoj Njemačkoj dvadesetih i tridesetih godina prošlog vijeka.
  22. Po ukrajinskom zakonu (uz ogradu da sam ovo pročitao u različitim medijima, koliki god da sam perverznjak nisam tražio njihov izborni zakon da provjerim) ne može biti izbora dok je na snazi ratno stanje. To i jeste jedan od putlerovih ciljeva, da iznudi ukidanje ratnog stanja da bi oslabio ukrajinsku odbranu (jer ukidanje ratnog stanja znači bar djelimičnu demobilizaciju rezervista), mislim da mu je to bitnije od samog ishoda izbora.
  23. Kao što sam najavio, putler traži izbore u Ukrajini prije nastavka pregovora: March 28 (Reuters) - Russian President Vladimir Putin suggested Ukraine be placed under a form of temporary administration to allow for new elections and the signature of key accords to reach a settlement in the war, Russian news agencies reported early on Friday. Sad ćemo da vidimo da li je dnevna doza totalni izdajnik i plaćenik, ili ipak ima mrvu zdravog razuma.
  24. Pošto se ovuda pisalo da je Signal odobren za upotrebu u administraciji, evo dokumenta Pentagona koji kaže da (kao i ostale komencijalne aplikacije) NIJE odobren za dijeljenje povjerljivih materijala: izvor
  25. Već neko vrijeme sam ubijeđen da je on u čitavu priču ušao misleći da će svi da sagnu glave kad on uvede carine i da je sad kad su druge zemlje krenule da uzvraćaju istom mjerom potpuno iznanađen razvojem događaja i uveden u nevjerica-bijes fazon
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