George Varughese

442 posts

George Varughese

George Varughese

@GV22016172

انضم Nisan 2022
80 يتبع17 المتابعون
George Varughese
George Varughese@GV22016172·
@RonaldLagnado Have observed Prof. Taleb up close and personal for a very long time. If this is how asset management thinks/ performs, no wonder Thanksgiving is only a surprise for the turkey. (In USD.) Everywhere.
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Ron Lagnado
Ron Lagnado@RonaldLagnado·
Universa Investments is proud to unveil the Total Portfolio podcast, hosted by Dr. Ronald Lagnado, which explores present day topics and challenges with the greatest leaders in institutional investing today. For our first episode, I am joined by the former State of Rhode Island CIO Eric Baggesen, CFA, CAIA. We discuss whether pensions have taken on too much diversification as well as Eric’s greatest successes and setbacks throughout his previous tenure at CalPERS, where he oversaw their overall asset allocation. Spotify: open.spotify.com/episode/7rTHWS… YouTube: youtu.be/s9cG4wg7Rt8
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George Varughese
George Varughese@GV22016172·
@PraiseKek That is a lot of skilled work organised during a coup, with no "Bank" financing. Hell of a job, Mr. Roman. Kudos.
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George Varughese
George Varughese@GV22016172·
@PraiseKek Interesting how the Pentagon business model involves enveloping the "target" with weapon, communication, logistic networks. ("The Bank" is the carrot after the sticks are put in place. In USD.) Everywhere.
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Praise ꓘeK - ²²²Rn Sniffer
Praise ꓘeK - ²²²Rn Sniffer tweet media
Casus Belli@casusbellii

🇳🇪🇷🇺🇹🇷🇲🇦🚨| According to @lsiafrica Niger’s military junta suddenly ended its intelligence cooperation with Moscow and Ankara. The Direction Générale de la Documentation et de la Sécurité Extérieure (DGDSE) denounced the operational weakness of the equipment and technicians supplied by the Russian and Turkish partners, particularly in the field of telephone interception. As a replacement, Niamey hired a Moroccan company specializing in digital intelligence, supported by ARCEP. lsi-africa.com/fr/actualite-a…

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George Varughese
George Varughese@GV22016172·
@CN18000915 @RealRickRule Think Mr. Rule was more adventurous in his callow youth, rightly so. Now, his thinking process is more like a banker, wants to see credit worthy assets proven by financing before he takes a safer slice. (In USD.)
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George Varughese
George Varughese@GV22016172·
@netsum3 Thanks ver much. (Have been trying to upgrade high school science, math and data analytics; will look into this.) Rio must have had good reasons to keep this in their back pocket for 50 years, GPM management looks competent to see this through.
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NETSUM
NETSUM@netsum3·
@GV22016172 Thanks for your question George. Results from this area also indicate copper, silver and lead. The interest in this area is that the fault structures from Queensland, along which many economic deposits reside, runs straight through GPM's Walker Gossan project (Batten Fault Zone)
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NETSUM
NETSUM@netsum3·
$GPM.V (0. 12 CAD) - Exploration and drilling planned this year on the Walker Gossan. Mobilisation in May 2025 (see pic from April 29th, 2025 MD&A) $GPM
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George Varughese
George Varughese@GV22016172·
@weebabalu Aka Sword of Damocles. ("The Bank" does not really give a toss about the Company, until the Pentagon gets what it wants. In USD.)
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Mike Dugan
Mike Dugan@weebabalu·
#uranium $glo Stardate April 28, 2025. Captain Roman continues to run financing simulations but a Kobayashi Maru is apparent. Time to change the conditions.
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George Varughese
George Varughese@GV22016172·
@capnek123 Maybe get Mr. Roman on air, see how the body language shifts when asked about financing DASA.
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George Varughese
George Varughese@GV22016172·
@PraiseKek "The Bank" CC nonsense is sandpapering the negotiating for return of US bases@Niger, underwriting the "Loan." (Niger warlords with jihadists and wildly fluctuating Ukraine Russian geopolitics demands bullets on the ground. In USD.)
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Praise ꓘeK - ²²²Rn Sniffer
$GLO 🇳🇪 “The Company continues to manage its spending to provide additional time to finalize project financing on terms best suited to the Company and its shareholders, without coming back to the equity market in the near term.”
Praise ꓘeK - ²²²Rn Sniffer tweet media
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George Varughese
George Varughese@GV22016172·
@WehagePaul @nntaleb @normonics Maybe the whole is an ever changing world of possibilities, and probabilities, not meant for easy human understanding. (At least, not as we understand humans today.) Sorry to hear about Joe, he is one of us at heart.
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Paul Wehage
Paul Wehage@WehagePaul·
@GV22016172 @nntaleb @normonics People who see the World as being inherently polarized (and of course, their side is the one who is the "Light") can't be reasoned with. Which is why I cut all contact with Joe. You've got to make sense of the whole to find the meaning of it all.
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George Varughese
George Varughese@GV22016172·
@PraiseKek Think the French are about to get rogered. (Or Macaroned, depending on POV.)
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Paul Wehage
Paul Wehage@WehagePaul·
@GV22016172 @nntaleb @normonics Well, hindsight is always 20/20 so it makes sense now. Ten years ago, I would have been extremely surprised at this turn of events...
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Paul Wehage
Paul Wehage@WehagePaul·
@nntaleb @normonics I think that Joe realized that he needed to kill his father...pretty predictable, from where I'm at, but that's just me.
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George Varughese
George Varughese@GV22016172·
@jessebday Think that watching, learning and doing what high level political psychopaths do can be a good thing. (In USD.) Everywhere.
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Jesse Day
Jesse Day@jessebday·
Most high level politicians are actual psychopaths, or sociopaths / narcissists at best. This is literally the piece of the puzzle that the general public are missing when it comes to understanding their actions.
Keir Starmer@Keir_Starmer

For too long, Britain depended on other countries for energy to power our homes. Secure, homegrown, clean energy is the only way to take back control of our energy system, deliver jobs across the country and bring down bills for good. That is exactly what my Plan for Change is delivering.

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George Varughese
George Varughese@GV22016172·
@AfricanLonghorn Think it is better to have an Extremis plan. (Use free cash to build up position again. In CAD.)
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Longhorn
Longhorn@AfricanLonghorn·
Will $glo provide market with excellent financing news in April? #uranium
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