Re:PPCC: Pisitófilos Creditófagos. Invierno 2025

[berberecho]

Oye, y el aceite de oliva qué pasa? me parece que ha bajado.

Serán las lluvias de los últimos 15 días?

Serán los aranceles del chivo expiatorio?

Será que se han retirado miles y miles de millones de dólares del "mercado"?
(Esta es la que más me gusta, es absolutamente deliciosa).

Será que de inflación nada y que alguien se estaba poniendo las botas lo que ha podido, el tiempo que ha podido, con un producto en concreto en el que ha visto capacidad de hacerla y la ha hecho?

No es noticia. Estaba previsto que bajase a partir de enero de este año y eso se había anunciado el verano pasado. De hecho juraría que lo había leído aquí en el foro.

¡Pues vaya inflación de chichinabo! 

[asustadísimos]

CON-CON-CON.—

Con-con es contestatario conservador.
En inglés, con significa estafa; y conman, estafador.
Conchabados empieza por con.

Toda criptomierda es:
• activo ficticio puro
• estafa piramidal pura
• pura ludopatía

Tocomocho,
Estampita,
Nazareno,
criptomierda.

2025:
— Trump, su criptomierda
— Melania, su criptomierda
— Milei, su criptomierda

Trump


Melania


Milei

Toda vivienda cara es dos cosas:
• un bien básico de consumo obligatorio
• un activo ficticio/token de un juego de dinero sin trabajar

Con-con-con = contestatarios conchabados conservadores

No es de extrañar que la derecha delire.

[muyuu]

Plausible es lo que yo te digo... No se "queda" nada el putinejo. Probable es lo que querías decir tú. Probable, mucho, es que al putinejo le den por saco.

No le quieren en Rusia... le van a querer fuera.



Mi punto de vista.

¿en qué escenario de limpieza étnica importa lo que votaran los que estaban hace 34 años? quiero entender la lógica de tu predicción

salu2

Yo no he hecho ninguna predicción.

.

No se "queda" nada el putinejo no es una predicción?

[Cadavre Exquis]

https://x.com/KobeissiLetter/status/1898517280608121107

Saludos.

[asustadísimos]

SOCIMIERDIS.—

No solo es que el mercado (cotización) no les valora, a las pobreticas, sus 'himbersiones (NAV), es que además...

[Cadavre Exquis]

https://x.com/KobeissiLetter/status/1898859119408451670

Saludos.

[Derby]

https://www.zerohedge.com/technology/rocket-buy-redfin-175-billion-accelerating-purchase-mortgage-strategy

Rocket To Buy Redfin For $1.75 Billion: "Accelerating Purchase Mortgage Strategy"

Detroit-based fintech firm Rocket Companies, which operates in mortgage, real estate, and personal finance, has expanded into the real estate services industry by entering into an agreement to purchase Redfin Corp. The all-stock deal, valued at $1.75 billion, will give Rocket a top real estate listing platform and further integrate its services for homebuyers.

Rocket's all-stock deal to purchase Redfin is valued at $12.50 per Redfin share, or $1.75 billion in equity. This represents a 75% premium over Redfin's closing price on Friday.

In premarket trading in New York, shares of Redfin jumped from Friday's closing price of $5.82 to as high as $10.80 per share. About 15.19% of the float is short, or about 18.5 million shares - days to cover around 3.6.



Rocket CEO Varun Krishna commented on the deal: "Rocket and Redfin have a unified vision of a better way to buy and sell home. Together, we will improve the experience by connecting traditionally disparate steps of the search and financing process with leading technology that removes friction, reduces costs and increases value to American homebuyers."

"Rocket and Redfin's approaches to lending and brokerage service have always been two halves of one vision to make the whole homebuying process magical," said Glenn Kelman, CEO of Redfin.

Kelman explained, "We want a customer to be able to check her phone to find out what she can afford, see which homes are just right for her, schedule a tour with a local, expert Redfin agent, and get pre-qualified for a loan, all in a matter of minutes. Varun and I see how much better real estate could be when AI guides customers not just through that first step in their search, but all the way home, through the sale, the loan and then a lifetime of accumulating equity and wealth."

Rocket outlined the benefits of acquiring Redfin:

*Introduce more consumers to the Rocket ecosystem: Rocket Companies will benefit from Redfin's nearly 50 million monthly visitors, 1 million active purchase and rental listings and staff of 2,200+ real estate agents across 42 states - with Redfin agents ranking in the top 1% of agents working at any nationwide brokerage.

*Drive Rocket's purchase mortgage growth: The transaction will generate significant revenue synergies across search, real estate brokerage, mortgage origination, title and servicing. Rocket will match homebuyers with the best real estate agents and the best loan officers across the combined companies. In 2024, Rocket saw an 8% year-over-year increase in purchase market share and aims to further accelerate growth through this acquisition.

*AI, technology and personalization at scale: With more than 14 petabytes of combined data, Rocket gains unparalleled consumer insights, including information about homebuyers, seller and agents across a data repository of 100 million properties. This data will strengthen Rocket's AI models enabling easier and more personalized and automated consumer experiences.

*Achieve significant synergies and earnings accretion: Rocket expects the combined company to achieve more than $200 million in run-rate synergies by 2027, including approximately $140 million in cost synergies from rationalization of duplicative operations and other costs. In addition, Rocket expects more than $60 million in revenue synergies from pairing the company's financing clients with Redfin real estate agents, and from driving clients working with Redfin agents to Rocket's mortgage, title and servicing offerings. The transaction is expected to be accretive to Rocket Companies' adjusted earnings per share by the end of 2026. Rocket Companies will maintain its strong balance sheet and conservative leverage profile upon close of the transaction.

The deal comes as the housing market is off to a slow start this spring selling season, with a 30-year fixed mortgage rate hovering near 7%.



On the bright side, rate traders are pricing in three 25 bps interest rate cuts by the end of the year, driven by growth concerns, DOGE, immigration, and trade.



Meanwhile, elevated mortgage rates and record-high home prices have created the worst homebuying conditions in a generation. However, that could change if growth scares get more pronounced, and in return, rates begin to slide lower.

[Benzino Napaloni]

Sobre los "delirios de la derecha", Losantos lleva unos días poniendo fino a Abascal. Lo de ser el perrito faldero hasta tal extremo cantaba demasiado, tanto que hasta Ortega Smith no lo ha secundado.

Para decir que todo está fatal y querer berrear y romperlo todo, para eso ya está un adolescente. Dentro de lo malo de la ola reaccionaria que estamos viendo, me alegro de ver el ridículo en el que está cayendo Musk y su tropa. Una cosa era criticar el wokismo, que está claro que ha ido demasiado lejos, y otra cosa es creer cuentos dignos del terraplanismo.

Con un poco de suerte los nazis de este siglo no pasan de la cervecería muniquesa.

[Derby]

https://www.cnbc.com/2025/03/09/stock-market-news-today-live-updates.html

Dow tumbles 900 points, Nasdaq drops 4% as market sell-off intensifies on recession fears

[sudden and sharp]

Plausible es lo que yo te digo... No se "queda" nada el putinejo. Probable es lo que querías decir tú. Probable, mucho, es que al putinejo le den por saco.

No le quieren en Rusia... le van a querer fuera.



Mi punto de vista.

¿en qué escenario de limpieza étnica importa lo que votaran los que estaban hace 34 años? quiero entender la lógica de tu predicción

salu2

Yo no he hecho ninguna predicción.

.

No se "queda" nada el putinejo no es una predicción?

No. Es una afirmación.

[Derby]

https://www.aa.com.tr/en/americas/eu-sees-no-reason-to-de-risk-relations-with-us-european-commission-chief/3504669#

EU sees no reason to 'de-risk' relations with US: European Commission chief

Ursula von der Leyen says she will meet with US President Donald Trump 'when the time is right'



ISTANBUL

European Commission President Ursula von der Leyen said Sunday that there is no reason to “de-risk” the bloc’s relationship with the US, according to a Bloomberg report.

Von der Leyen has spearheaded a shift in the EU’s relationship with China, which she has characterized as de-risking, not decoupling from Beijing.

Speaking at a press conference in Brussels marking the first 100 days of her second term as head of the European Commission, she said the answer is a "clear no" when asked whether a similar approach is now necessary with Washington.

"It’s a completely different relationship with the United States than we have with China," she said.

She added that last week’s US decision to suspend aid to Ukraine, along with its halting intelligence sharing, served as "a very strong wake-up call" for Europe to enhance its defense capabilities.

Von der Leyen said the evolving geopolitical landscape will require the EU to reassess its upcoming long-term budget proposal, which she said will be unveiled in mid-summer.

Although EU leaders have struggled to establish clear communication channels with the Trump administration, von der Leyen said she has been able to collaborate with US President Donald Trump.

She will meet with Trump "when the time is right," she added.

She and Trump previously met during his first term as president in 2017-2021, but not since he returned to the White House this January for a second term.

[sudden and sharp]

.

[Derby]

https://www.ft.com/content/724d9205-f449-4edf-9754-f37fa5d8f504

Trump is making Europe great again

The US president has provided the biggest stimulus towards European integration since the end of the cold war


© James Ferguson

Donald Trump will never win the Nobel Peace prize. But he should be a strong contender for the Charlemagne prize — which is awarded each year to the person who has made the greatest contribution to European unity.

The US president has courted Russia, undermined faith in the Nato alliance, threatened the EU with tariffs and boosted the far right in Europe. All this has had a galvanising effect on the EU. Fundamental steps towards greater European unity — stalled for decades — are now under way.

There are three key areas to watch. The first is European defence; the second is joint European debt; the third is repairing the breach between the UK and the EU.

Dramatic swings in European public opinion underpin these developments. A poll last week showed that 78 per cent of British people regard Trump as a threat to the UK. Some 74 per cent of Germans and 69 per cent of the French agree. In another poll, France was rated as a “reliable partner” by 85 per cent of Germans and Britain scored 78 per cent — the US is down at 16 per cent.

Many European leaders agree that Trump’s America is now a threat, though few will say it out loud for diplomatic reasons. They are also uncomfortably aware of how the transatlantic alliance, now in its eighth decade, has made them highly dependent on American military support. This is not just a question of money. The really dangerous dependencies are on US technology and weaponry.

The Europeans can see how much trouble the Ukrainians are in after the Trump administration’s decision to cut off flows of intelligence and weaponry. So they are pursuing a two-track policy. They need to delay the severance of American military support to Europe for as long as possible, while preparing for that moment as fast as possible.

That was the logic behind last week’s decision to allow the European Commission to raise €150bn to spend on the EU defence industry. The new spending is likely to be concentrated on areas where European countries are particularly dependent on America, such as air defence.

The issuance of common European debt is not just a way of raising money for defence. It also offers the chance to build up the euro as an alternative to the dollar as a global reserve currency. The capriciousness of the Trump administration means that there is a considerable global appetite for an alternative to US Treasuries as a safe asset.

The taboo against common European debt is traditionally strong in frugal Germany. It was partially broken during the pandemic. Now it is likely to be swept away. Friedrich Merz, who will be Germany’s next chancellor, is also moving to exempt national spending on defence and infrastructure from his country’s constitutional limits on deficit spending. Its past fiscal prudence means that Germany has much more space to borrow than heavily indebted France or Britain.

A form of military Keynesianism could restimulate Europe’s largest economy. As one leading French businessman put it to me, with more than a touch of ambivalence: “It is very clear. The Germans can’t sell their cars. So they will make tanks.”

Trump’s final favour to Europe is to hasten the post-Brexit rapprochement between the EU and the UK. Sir Keir Starmer and Emmanuel Macron, the British and French leaders, have worked together closely on Ukraine. They could form a powerful triumvirate with Merz.

One mechanism for increasing military spending would be a new European defence fund, in which Britain could participate. This would have the added virtue of giving the UK and the EU a new form of co-operation that avoids reopening the Pandora’s box of Brexit.

The prospect of repairing some of the damage done by Brexit underlines that this is not just a moment of threat for Europe. It is also a moment of opportunity. Europe can now plausibly offer a more stable business environment than Trump’s America — which may already be reflected in the relative performance of stock markets in the US and Europe.

As the Trump administration increases its assault on US universities, there is also a chance to attract leading researchers to Europe. The gap in salaries and research money between North America and Europe is large. But the overall sums of money involved are small, when compared with the amounts being thrown around for defence.

There will be plenty of disagreements and setbacks on the way to greater European unity. France and Germany are already clashing over how the new EU defence fund will spend its money.

Every clash like that will feed the scepticism of those who say that Europe will never get its act together. There were similar doubts and setbacks on the often bumpy road to setting up the original European coal and steel community in the 1950s and the single currency in the 1990s. But European leaders got there in the end because the political imperative to agree was so overwhelming.

All of the great leaps forward for European unity have been caused by geopolitical shocks — first the end of the second world war; then the end of the cold war. Now, courtesy of Trump, we are looking at the end of the transatlantic alliance. Europe responded with strength and inventiveness to the last two great challenges. It can do so again.

[Derby]

https://www.ft.com/content/7da46152-5310-4141-b5b7-ceb4252e8324

Ontario hits power exports to US with 25% surcharge as trade war escalates

Move by Canadian province will affect 1.5mn households and businesses in Michigan, Minnesota and New York

[sudden and sharp]

Mahou afianza su negocio en Estados Unidos tras hacerse con el 100% de Founders Brewing
https://cincodias.elpais.com/companias/2025-03-10/mahou-afianza-su-negocio-en-estados-unidos-tras-hacerse-con-el-100-de-founders-brewing.html
El grupo madrileño apuesta por la internacionalización y consolida su posición en el mercado de las cervezas artesanales







MADRING
https://www.marca.com/motor/formula1/2025/03/10/circuito-madrid-nombre.html