The Goat Timeline
The main information feed for the founder of Awesome Goat. Fully dynamic. Create an account to compose your own media stream.
The main information feed for the founder of Awesome Goat. Fully dynamic. Create an account to compose your own media stream.
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The jury is still out on whether truckload demand has hit the floor.
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02 June 2023
12:00
The Eurodollar Standard Isn't Going Anywhere Anytime Soon June 02, 2023
02 June 2023
12:00
Marathon Asset Management, L.P. is pleased to act as Collateral Manager on Bryant Park Funding 2023-20 Ltd.
The post Marathon Asset Management is excited to announce the closing of a $400mm Collateralized Loan Obligation — our second new issue CLO of 2023! appeared first on Marathon Asset Management.
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What I'd call a strong jump this morning. Good volume already. Wha was the overnight news?
31 May 2023 11:45 | Total Voting Rights |
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HtTps://www.energyintel.com/00000188-4eb4-ddc5-ab9e-eff65a5b0000
No matter the origin of the deal, it's now clear that Rosatom will play an outsized role in the world's largest uranium producer, even as it is slowly cut off from supplying fuel to nuclear operators in Europe and the US. Indeed, Rosatom's pro rata equity offtake from Budenovskoye-6 and -7 will likely by itself surpass domestic Russian uranium output, raising the question of what Rosatom will do with all this material. One obvious answer would be to sell it to the Chinese, although it's not clear to what extent Moscow has any interest in selling on yellowcake — as opposed to low-enriched uranium or fuel assemblies.
For the Chinese part, the CNNC Overseas deal with Kazatomprom will surely make a dent in Chinese uranium demand going forward, given the scale hinted at by Kazatomprom's filings on the subject. During Tokayev's visit last week to the Chinese city of Xi'an, for a Central Asian summit hosted by Chinese President Xi Jinping, a May 17 joint statement from the two leaders only mentioned uranium in passing, in a pledge to "continue to deepen cooperation in the fields of oil, natural gas and natural uranium.
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Scarcity Dictates Vigilance There are many variations on the “measure twice and cut once” phrase. In Russia, the perpetually skeptical Slavs use the proverb, “measure 7 times and cut once”. Carpenters make the “measure twice and cut once” their mantra.…
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There's a Real Ceiling on Money and Finance Unrelated to Government May 26, 2023