La transformación digital de los negocios en Latinoamérica, cambiará la cultura organizacional de las empresas y muchas desconocen cómo hacer la transición. Las empresas “livianas” tomarán ventaja.
🚨 JPMorgan CEO Jamie Dimon just FIRED BACK at Axios CEO Jim VandeHei for calling Trump’s Iran operation a “war of choice.”
“Yeah, I would step back on that one a little bit, when you say its a ‘war of choice.’”
Despite market volatility, Dimon DEFENDED the president’s decision to take decisive action against a regime that’s been killing Americans for decades.
VANDEHEI: “China’s been a big beneficiary of our war in Iran.”
“It is a war of choice.”
“Are we giving, are we handing sort of this golden opportunity to China and to Russia?”
DIMON: “Yeah, I would step back on that one a little bit, when you say its a ‘war of choice.’”
“I’ve heard a lot of people say there was no imminent threat and the threat means that it hasn’t happened yet, the bad thing hasn’t happened.”
“They’ve been killing people around the world for 45 plus years.”
“They’ve killed a lot of Americans.”
“They funded not just Hamas, Hezbollah, the Houthis.”
“They have terrorist cells here.”
“They were about to get their ballistic missiles, which I think you just found out, can go almost 3000 miles now.”
“They never gave up nuclear.”
“THEY WERE BAD.”
“so I don’t look at this like...does it create all this uncertainty? Absolutely.”
“Does it create more short-term risk for the oil prices? Absolutely.”
“I’m praying it ends well.”
Peter Thiel on selling Facebook $META stock too early:
“The incorrect view I had back in 2012 was… that going from $100B to $1T was much harder. In retrospect, going from $100B to $1T was maybe the easiest.”
“The biggest mistake people make is never making mistakes.”
Anthropic CEO, Dario Amodei was spot on.
White collar jobs are disappearing faster than anyone expected.
AI is moving so quickly that he says could see 20% unemployment soon.
Save this video to stay prepared.
Palantir announcing its moving HQ to Miami on the same day Mamdani announces tax hikes in NYC is just comical
The shift of the financial center of gravity for the US towards the Southeast is accelerating
My Venezuela experience as head of trading in the region for Cargill.
Cargill was/is the leading producer of critical staple ingredients such as flour, pasta, vegetable oil, and rice in VZ. I am not saying I agree with grabbing the dictator, but I did have a front row seat to the damage a kleptocracy did to innocent people.
1. The government took over our "minute rice" facility at gunpoint because we were "gouging" the nation's poor. The government was never able to run the plant. It never ran again. It was returned years later with no equipment inside
2. There are 1000's of generals in the army. They are each given a slice of the economy to loot. The large number of generals made it difficult to organize a coup against the regime.
3. The government opened grocery stores and sold staples below the cost we sold them to the government. In theory they used petro oil money to lower grocery prices. Our regular grocery outlets were forced out of business. When the government demanded we sell them products below cost we simply had to shut down. The populous became ever more dependent on the government handouts. (PS this is the mayor of New York City's proposal.
4. Dollars- We needed dollars to go buy raw materials like wheat from places like the US and Canada. The government would periodically allocate us some dollars that could only be spent for raw materials and freight. Eventually only the local companies that can and would pay bribes got dollar allocations. We had several facilities closed for lack of raw material
5. My employees liked working for Cargill. The office was an armed compound with access to a gym, high speed internet, global communications, and a weekly box of basic staples. Cargill provided a safe and secure environment if only for the working hours.
6. Employees became very close to others inside the apartment building. Going out on the street with a desperate population was not advisable.
7. I needed wood pallets for feed. We tried to export wood pallets to swap for grain. We refused to pay the bribes it would take to export the pallets
8. I once tried to set up a closed loop wheat planting to flour mill supply chain. A. They came and stole all the seed wheat for food. When we tried to ship in seed wheat in containers via US donors there was no way to get it out of the port without it being stolen
9. Livestock- Our feed business completely collapsed. Even if you could raise a pig, you couldn't defend it from being stolen. People with guns were hungry.
10. Employees- In the end my highly skilled team alone with other highly educated people chose to leave. Cargill often found jobs for them in other Latin countries. The regime was more than happy to see the well-educated leave the country. Setting these employees up with high quality stable jobs after fleeing remains one of the best things I ever did in my career. No one remembers millions in trading earnings.
This is a short list. In my opinion the first money spent needs to happen now and it needs to be food. The US is already on the clock. The current regime does not care if it starves the population. The orgy of theft will actually accelerate if they believe their days are numbered. VZ should be an outstanding customer of US grown ag products. Rice, bread wheat, veg oil ect. Feed the people first.
Jeff Kazin
Former head trading Cargill
Zohran Mamdani becoming New York City Mayor is Charlie Kirk’s words coming true
2 days before he was assassinated, he said the Left will use Islam to bring down America
“The spiritual battle is coming to the West and the enemies are woke-ism or Marxism combining with Islamism to go after what we call the American way of life”
“The American way of life is very simple. I want to be able to get married, buy a home, have kids, allow them to ride their bike till the sun goes down, send them to a good school, have a low crime neighborhood, not to have my kid be taught the lesbian, gay, transgender garbage in their school. While also, not having them have to hear the Muslim call to prayer five times a day. That's important.”
“These two threats are combining forces to come after us.”
Elon Musk: In ~2 years, your phone will connect directly to Starlink satellites.
“You’ll be able to watch videos anywhere on your phone.”
No regional carriers. No dead zones.
🚨 BREAKING: In an incredible gesture, President Trump reveals the anonymous billionaire who is paying the troops during the shutdown has OFFICIALLY sent a check for $130M. WOW!
"Today he sent us a check for $130 million."
REPORTER: Who?
TRUMP: "He doesn't want the recognition! But he gave us a check for $130M. It's gonna go to the military!"
"That's what I call a PATRIOT."
I wonder who it is 👀🇺🇸
Lightning-fast @Starlink Wi-Fi is now on board our first mainline aircraft. 🛰️
Stay connected from gate to gate on allllll your devices just like you’re at home. That means live streaming, live sports, live gaming, even live watching your pet cam. 😉
Starlink Wi-Fi is already available on more than half of our regional fleet, and it’s rolling out on more planes every day. Free for MileagePlus members.
🇺🇸‼️ | No es China, es Long Beach, California: más de 100 vehículos autónomos transportan contenedores de hasta 70 toneladas entre grúas, patios y vías férreas en uno de los puertos más avanzados del mundo.
Muslim migrants in Germany: "When we become the majority, we will take over Germany by force. German laws will be replaced by Sharia law.
If anyone stands against us, we will attack them. Christians and Jews will have to convert or leave.”
They mean every word they say!