Titoli di Stato paesi-emergenti VENEZUELA e Petroleos de Venezuela - Cap. 2 (4 lettori)

carib

rerum cognoscere causas
Credit Suisse Lugano
Via Gerolamo Vegezzi 1 ·

La stessa che mi faceva shortare OI Brasil ed Astaldi ( che tra l'altro anche Binck fa shortare, se si è qualificati)
grazie!
posso chiedere il montante minimo?
5 milioni nominali?

la domanda e' accademica, visto che non ho in programma di andare short.. ma non si sa mai.
 

newport

eternoritorno
infatti mi son girato short

vediamo all'eventuale PRIMO COLPO DI MORTAIO........................dove vanno i bonos

ps
Io a Tripoli IN QUEL 19 MARZO 2011 c'ero quando quel nano francese ( impaziente di provocare la morte di un testimone PER LUI scomodo ) mi fece cag.are addosso con i suoi RAFALE......

Risultato finale ? Tripoli ORA, dopo 8 anni, è RUTTO LIBERO con bande di terroristi che scorrazzano senza alcun controllo. Nessuna attività imprenditoriale seria è più possibile anche se la ricostruzione sarebbe un grande affare .........se non si riskiasse la pellaccia.

x Caracas sarà lo stesso film..........tra 8 anni ne riparleremo

invece io quando George Bush padre invase l'Iraq mi trovavo a Vienna ed era una splendida giornata di sole

e capii subito che aveva fatto una stron.za.ta

[così , tanto per fare dei parallelismi ]
 

carib

rerum cognoscere causas
MA MOLTO MENOOOOOOOOO........portagli i dindi e vedrai che NEMA PROBLEMA

grazie di nuovo.
e, se per per caso sei short e le contrattazioni (in acquisto) vengono bloccate (come per PDVsa).. come ti copri a scadenza?

ho parlato di 5MM nominali.. perche' il guadagno teorico massimo su una scommessa rischiosa del genere, partendo da 33 e immaginando i bonos scesi a 13.. e' di 1 milione di dollari (meno spese).

per un'istituzionale, direi che e' un "taglio minimo" ragionevole, sotto il quale non vale nemmeno la pena di pensarci..
 
Ultima modifica:

sassipaolo

Chesenso's way
grazie di nuovo.
e, se per per caso sei short e le contrattazioni (in acquisto) vengono bloccate (come per PDVsa).. come ti copri a scadenza?

infatti quello è un rischio...............è per questo che, a volte, quando sono short su roba distressed preferisco chiuderlo anche se so che potrebbe scendere ancora......proprio per evitare di rimanere incastrato ........( anche se OTC qualche buon anima in acquisto la si trova sempre)

Per ora NON mi è mai capitato di trovarmi short con titoli BLOCCATI.......e, ripeto, ci sto ben attento a NON infilarmi in 1 culdesac del genere
 
Ultima modifica:

junior63

Forumer storico
Fri, Feb 1, 2019 | By Hugh Hewitt
National Security Adviser Ambassador John Bolton

National Security Adviser Ambassador John Bolton joined me on air Friday morning:

Audio:

02-01hhs-bolton

Transcript:

HH: Pleased to welcome now Ambassador John Bolton, the National Security Advisor to the President. Good morning, Mr. Ambassador, great to have you on.

JB: Good morning, Hugh. Glad to be with you.

HH: The first question is the obvious question. Is military intervention imminent by the U.S., Brazil, or Colombia, or some combination thereof, in Venezuela?

JB: No, the President said all options are on the table. But our objective is a peaceful transfer of power. And that’s why we’ve been imposing economic sanctions, increasing political pressure from around the world, including from the European Parliament yesterday, for example, hopefully from the countries themselves. Within a day or two, we’re going to see a major series of demonstrations all across Venezuela tomorrow intended to convince the military, among others in Venezuela, that the overwhelming majority of the people of the country want the Maduro regime thrown out. That’s what we hope and expect to do.

HH: If the U.S. is obliged because of all of the options being on the table to intervene, would it intend to stay long?

JB: Well, I don’t really want to speculate. I think this is something that the people of Venezuela really are the focus of. I think what is important is, as you mentioned in your first question, though, is there is overwhelming support among the Latin American countries for the transfer of power away from Maduro. There are a few exceptions – Cuba, Nicaragua, for example, for obvious reasons. But this is not a made in the USA effort. This is a made in Venezuela effort fully supported across the board, all kinds of different governments in Latin America supporting Juan Guaido, the interim president.

HH: Now Ambassador Bolton, your yellow pad the other day said, “5,000 troops to Colombia.” Has an Army combat brigade been ordered to Colombia or already there?

JB: (laughing) You know, when we say all options are on the table, we want to keep it at that level. And going beyond that, I think, would be imprudent, as George H.W. Bush would say.

HH: Well, radio is, of course, an audio show not, we can’t see what’s on your yellow pad. Anything written on our yellow pad right now you’d like to share with us?

JB: It says Hugh Hewitt. That’s what I have written down. (laughing)

HH: Okay, that’s not enough. Don’t invade the studio. Let’s talk about after Maduro. I think he’s a goner. How quickly can Venezuela revert to the norm of a thriving, I mean, they’re the rich, they’ve got the most oil in the world. How long will it take to recover?

JB: Well, we’re hoping it will be very quick, although one has to say the social disintegration, the assault on the fabric of civil society after 20 years of rule by Chavez and Maduro has had profound effects. You know, right now, we estimate somewhere perhaps as many as 4 million -plus refugees have fled from Venezuela, maybe a million and a half in Colombia, maybe half a million in Brazil, the other million scattered around, including a couple hundred thousand in this country. The poor people who were the source of Chavez’ support in the early years have been hardest hit. There are studies by think tanks and universities that said in the past, just in the past year or so, the weight of the average Venezuelan has decreased 24 pounds. Think about that. So the economic devastation that this socialist government has caused is really quite profound. On the other hand, we believe that the oil infrastructure, which has been neglected by Maduro so that he and his cronies can loot the oil revenues away from the Venezuelan people, we think that can be fixed in some substantial measure fairly quickly. So if we could get that turned back on, get oil production back up after Maduro leaves, then that’s a source of revenue that would be applied very quickly. We are looking now at what humanitarian assistance we can give. Secretary of State Mike Pompeo said last Saturday that we would be prepared to donate an initial $20 million dollars to the Red Cross, to the UN High Commission for Refugees. So we’re looking at all this very carefully.

HH: Now Ambassador Bolton, Reuters reported atrocities have begun to occur – between 35 and 40 people murdered, 850 people kidnapped. I believe that the secret agents of Maduro were at the home of the actual president, legitimate leader, Guaido. Can even the dumbest generals and admirals count on us doing, standing by when they do this? I mean, can they not realize that’s going to trigger, if they have a Tiananmen Square in Venezuela, we’re not going to stand by, are we?

JB: Well, this is the critical question. And I think, you know, when you’ve looked at other revolutions, some in the Arab Spring in Egypt, for example, the military wouldn’t fire on their own people. So tomorrow, as I say, all across Venezuela, there are going to be what we believe to be massive demonstrations. And I think that should show to the military where the real heart of the people is. The problem that makes it particularly acute in Venezuela is the control exercised by Cuban Security Forces, you know, in many respects, that actually intimidate the Venezuelan military. It’s not an accident that around the hemisphere, people now call the country Cubazuela, because the Cubans are so much a part of the Maduro regime. And that’s why the stakes are high here, because a major defeat for Cuba in Venezuela could have ramifications in Cuba as well, obviously.

HH: Is there a risk that the Cuban agents, and there are now Russian mercenaries allegedly in the country, the little green men, that they open fire on the free people of Venezuela demonstrating, and they create the Tiananmen Square? Have you considered that risk that it’s not the Venezuelan military, but the Cubans and the Russians?

JB: No, that’s precisely correct. I mean, what we’ve seen, the violence you’ve referred to already, which interestingly has been largely in the poorest parts of Caracas, that is to say directed against the poorest residents of the city, the former supporters of Chavez by basically armed gangs called collectivos in Spanish trained and equipped by Cuba. These are the thugs and killers that have been sent out in the past days, were sent out against earlier expressions of opposition to Maduro. And it’s these people, they are absolutely ruthless. This is as cold-blooded, they’re capable of cold-blooded murder, and they’ve engaged in it already. So the strength of the demonstrations by the citizens, the civilian population, is important. And the more people who come out, you know, it provides safety for everybody. So there’s a kind of cycle here. And this is what has to convince the military that the regime has completely lost the confidence of the Venezuelan people.

HH: But we, I hope we have communicated that there will be no mercy for people who open fire on demonstrators. There will be no amnesty, and we’ll find them. And I think it would trigger intervention. I’m not you, obviously, but is that not a likelier outcome if they open fire on groups of people that are large and mass for freedom?

JB: Well, what we’re trying to do is work with interim President Juan Guaido. You know, we don’t want to give Maduro the, any basis for an argument that somehow he’s a puppet of ours. He’s a brave and independent leader. He’s got a series of, I think, very brave people around him. And they’re the ones who are going to have to make the judgment on the ground. The National Assembly some days ago did pass a blanket amnesty for the military, officers and others, who cooperated with the opposition, who cooperated with the National Assembly. But I think they’ve also made it clear that atrocities against the people are not going to get amnesty.

HH: There are reports of Venezuela shipping gold to the United Arab Emirates. The UAE is a very close ally of ours. Have you asked the UAE to sequester that gold?

JB: Let me just say this. We’re obviously aware of those reports consistent with what we did on Monday against PDVSA, the state-owned oil monopoly where we imposed crippling sanctions. Steven Mnuchin, the Treasury Secretary, is implementing them as we speak. We’re also looking at cutting off other streams of revenue and assets for the Maduro mafia, and that certainly includes gold. And we’ve already taken some steps to neutralize gold that’s been out of the country used as collateral for bank loans. We’ve frozen, and our friends in Europe, have frozen a substantial amount of that. We want to try and do the same here. We’re on top of it. That’s really all I can say at the moment.

HH: Ceausescu and Mussolini met bad ends. Idi Amin and Baby Doc Duvalier did not. Is that the choice facing Maduro right now?

JB: Well, I tweeted yesterday, you know, I wish him a long, quiet retirement on a pretty beach far from Venezuela. And the sooner he takes advantage of that, the sooner he’s likely to have a nice, quiet retirement on a pretty beach rather than being in some other beach area like Guantanamo.

HH: And have you been talking frequently with the President about this? Or has he basically delegated this to you and Secretary Pompeo? How often is he talking to you about Venezuela?

JB: We talk several times a day about Venezuela. You know, he called President Juan Guaido a couple of days ago. They had an excellent conversation. The President is very actively engaged in this. And we’re looking at a whole range of economic and political steps that remain to be taken.

HH: Two last questions, Ambassador John Bolton. Have you requested plans from the Pentagon for military action in Venezuela as it was alleged you did concerning Iran after Iran attacked our embassy in Iraq?

JB: You are a persistent questioner, Hugh. All I’ll say is all options are on the table.

HH: All right, and then lastly, Cuba. Did President Obama make a mistake in recognizing Cuba? Has Cuba’s behavior changed in any way? Does it remain a Stalinist police state?

JB: Well, Cuba’s behavior has certainly changed. It has gotten worse since Obama’s recognition. And we’ve taken a variety of steps to change that. We’re looking now at additional sanctions and steps we can take. That’s why I was pleased to give in October a speech in Miami where I singled out the troika of tyranny – Venezuela, Cuba, Nicaragua. We’re dealing with Venezuela now as we’ve just discussed, but these other two legs of the troika of tyranny remain very much on our minds.

HH: Ambassador John Bolton, thank you for joining us this morning.

JB: Glad to do it, Hugh. Thanks for having me.

HH: Thank you.
 

carib

rerum cognoscere causas
infatti quello è un rischio...............è per questo che, a volte, quando sono short su roba distressed preferisco chiuderlo anche se so che potrebbe scendere ancora......proprio per evitare di rimanere incastrato ........( anche se OTC qualche buon anima in acquisto la si trova sempre)

Per ora NON mi è mai capitato di trovarmi short con titoli BLOCCATI.......e, ripeto, ci sto ben attendo a NON infilarmi in 1 culdesac del genere

condivido il ragionamento.
qui pero' la scommessa e' su un tema politico, non finanziario, e il rischio di trovarsi in collisione con OFAC non e' misurabile.
trovarsi con titoli bloccati, in assenza di margine, non e' mai un problema serio.
ma e' serio trovarti a dovere contrattualmente fornire titoli che non hai.. e non puoi acquistare..
 

Users who are viewing this thread

Alto