Markets, Geopolitics, Clipse, Borussia Dortmund football
NYC
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A second sub has hit the stack fbgcon.substack.com/p/the-gr…
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So there’s this release clause
Dortmund sold Ousmane Dembélé for €140m.
Dortmund sold Jude Bellingham for €133m.
Dortmund sold Jadon Sancho for €85m.
Dortmund sold Christian Pulisic for €64m.
Dortmund sold Jamie Gittens for €65m.
And somehow, they ended up selling Erling Haaland for just €60m 😭😭
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Oh my god get a load of the cuck cemetery
BREAKING NEWS: WASHINGTON DC RIGHT NOW
Thousands of whites crosses planted to commemorate murdered Afrikaners.
WE DEMAND A VOLKSTAAT in the Northern Cape with Orania as our Capital, where we can be safe and govern ourselves in peace and freedom.
#VolkstaatNow
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america needs like 32 million people to start thinking and acting like this immediately
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Sorry but this is insulting
The US just attempted a handful of aircraft and ships escorting tankers and Saudi Arabia is missing major infrastructure in yanbu and a handful of other refineries. You want me to believe they’re exporting more oil than they have in months?
🚨Gulf oil exports top 20 million barrels a day for the first time since the war began
Oil exports from the Persian Gulf and Gulf of Oman climbed above 20 million barrels a day on a 7-day average this week, according to preliminary Kpler data. The figure covers Strait of Hormuz transits plus loadings at Fujairah and Oman, and excludes Red Sea and shipments through other bypasses.
Saudi Arabia is driving much of the rebound. Its exports reached 5.4 million b/d in September, up nearly 3 million from August, though still about 1 million below September 2025.
The surge came the same day Trump rejected Iran's offer to reopen Hormuz within seven days. "I reject their proposal… Massive amounts of oil” has been leaving the Strait of Hormuz, he said Saturday.
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Unfortunately, some of you care, while others no longer do. Frankly, we are hungry and need food and medicine.🙏💔
If you're browsing, please leave a comment. It's just a comment.😭😔
We need $25
chuffed.org/project/197704-m…
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🦔Oracle's 5-year credit default swap spread just hit a record 230 basis points, more than four times the broader investment-grade index at 55 bps. The spread has quadrupled in the past year and now exceeds financial crisis levels from 2008. For comparison, Turkey's sovereign CDS sits at 245 bps. Oracle is one notch above junk and the credit market is pricing it as a bigger risk than it was during the worst financial crisis in modern history.
My Take
Oracle's CDS is priced worse than 2008 and Ellison is still signing hundred-billion-dollar AI deals. I think he's operating on the assumption that Oracle is too big and too embedded in government IT systems to be allowed to fail. That may end up being true, but it's a bet that someone else covers the downside rather than a financial strategy.
S&P cut Oracle to BBB- in July and said they "underestimated the scale of the investments required." One more notch and Oracle is junk-rated. Every institutional fund with an investment-grade mandate would have to sell, and that's a forced liquidation Oracle isn't prepared for.
Half the backlog is OpenAI, which by its own pre-IPO numbers burns $278 billion more than it takes in through 2030. I don't think Ellison has a plan for what happens if S&P downgrades him and OpenAI can't pay on schedule at the same time. And I think both of those are more likely than the stock price assumes.
Hedgie🤗
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🇵🇸Donate to Gaza now.🇵🇸
chuffed.org/project/183343
The campaign to support displaced persons in Gaza is at risk of halting. We are struggling immensely to provide drinking water to those in the camps, yet the available quantities are no longer sufficient to meet their needs. We earnestly hope you will support the campaign through donations and by spreading the word; your contribution helps us continue our work and ensures that families are not deprived of drinking water.
chuffed.org/project/183343
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Reminder!
Just 4 days left to end our campaign but still £953 away from reaching our final goal. Please help us £953 Every donation counts!
Please donate any amount or share. Any amount would be appreciated!
Donate: chuffed.org/project/burmese
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This is a great read wow
The lesson of the masking drama at the Massachusetts lesbian bar is that you can't negotiate with terrorists, even ones with Long Covid:
theatlantic.com/ideas/2026/0…
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