Цели специальной военной операции, безусловно, будут достигнуты. Мы предпочитали бы делать это и устранить первопричины конфликта с помощью дипломатии. Если же противоборствующая страна, их зарубежные покровители от разговора по существу откажутся, Россия добьдётся освобождения своих исторических земель военным путм.Задача создания и расширения буферной зоны безопасности также будет последовательно решаться. Мы готовы вести переговоры и готовы решать все возникшие за последние годы проблемы мирным путём. Ад ...

Geopolitical Risk & Oil Market Impact - The US is intensifying an oil blockade against Nicolas Maduro's government in Venezuela [1] - The US is pursuing a third oil tanker, Bella 1, near Venezuela [1] - Bella 1 is a Panamanian-flagged vessel sanctioned by the US [1] - The attempted interdiction follows the boarding of the Century Super Tanker and the Skipper [1]

Welcome to Mara Lago for this exciting announcement of the new Golden Fleet. We're calling it the Golden Fleet that we're building for the United States Navy. As you know, we're desperately in need of ships.Our ships are some of them have gotten old and tired and obsolete, and we're going to go the exact opposite direction. As commander-in-chief, it's my great honor to announce that I have approved a plan for the Navy to begin the construction of two brand new, very large, largest we've ever built battleshi ...

PLEASED TO SAY IS THE CEO OF NOVO NORDISK, MIKE DOUSTDAR. GREAT TO HAVE YOU WITH US. JUST TO SET THE SCENE WHEN IT COMES TO THE U.S. MARKET, YOU HAVE BEEN LOSING SHERRY TO ELI LILLY FOR A COUPLE YEARS NOW. WITH THIS APPROVAL, YOU HAVE AN IMPORTANT FIRST MOVER ADVANTAGE WHEN IT COMES TO ORAL GLP-1'S.GIVEN THAT YOU EXPECT TO SELL THE PILL VERSION OF WEGOVY IN JANUARY AND ELI LILLY IS NOT DUE UNTIL MARCH, HOW DO YOU PLAN TO MAKE THE MOST OF THIS HEAD START. MIKE: THANK YOU FOR HAVING ME. AS THEY SAY, CHRISTMAS ...

GDP & Economic Growth - US GDP for the third quarter showed a massive upside surprise, coming in at 43% versus a prior of 38% and a survey expectation of 33% [1] - The GDP uptick was unexpected by many [2] - Aggregate demand was growing at a rapid rate [5] Federal Reserve & Interest Rates - The unexpectedly high GDP figure raises questions about the Federal Reserve's decision to cut rates by 075 percentage points in September [5] - The GDP data may influence Fed officials as they consider recalibrating interest rates in January, especially given the divided opinions within the FOMC regarding the last rate cut [6][7] - The front end of the curve on the two-year saw a big spike up to 35351 in yields following the 43% GDP reading [3] Economic Data & Market Reaction - Durable goods came in much worse than expected, dropping by 22% [2] - The GDP data is considered stale due to delays caused by a government shutdown [1][3]

Market Dynamics & Competitive Advantage - Novo Nordisk's CEO announces the upcoming launch of the Wegovy pill, an oral GLP-1 medication, with an expected launch in January, providing a first-mover advantage against Eli Lilly, whose pill is expected in March [1][2] - The Wegovy pill boasts a 17% efficacy rate with regular use, leading to 20% weight loss in one in three patients [3] - Novo Nordisk emphasizes the Wegovy pill's efficacy is comparable to injectable GLP-1s, offering patients a choice between injection and pill form with similar results [5] - Novo Nordisk highlights its over 10 years of safety data and cardiovascular protection benefits associated with the Wegovy pill [5][6] Sales & Distribution Strategy - The Wegovy pill will be available through Novo Nordisk's website (Novo Care Pharmacy), partners like LifeMD, Costco, Weight Watchers, and traditional pharmacy channels [7][8] - Novo Nordisk expresses confidence in meeting the demand for the Wegovy pill at launch, despite past supply challenges [9] Innovation & Production - Novo Nordisk overcame scientific skepticism to develop a peptide-based pill with high efficacy, produced at scale [9][10][12] Market Expansion & Pricing - The availability of the Wegovy pill is expected to expand the GLP-1 market by attracting individuals who are averse to injections [13][14] - Novo Nordisk aims to offer the Wegovy pill at an affordable price, starting at $149, to broaden access [12][15] Strategic Outlook & M&A - Novo Nordisk aims to sustain its leadership in diabetes and obesity treatments and is open to M&A opportunities to enhance its pipeline [17][18] - The company aims to capture as many patients as possible from the large pool of approximately 2 billion people suffering from diabetes and overweight [17]

Geopolitical Strategy & Economic Pressure - The US government is employing economic pressure tactics against the Venezuelan regime, specifically targeting ships, as an alternative to deploying ground troops, which would require Congressional authorization [2] - The US perceives the current situation with Venezuela as intolerable due to its cooperation with terrorist organizations, posing a threat to US national interests [4] - The US aims to change the dynamics with Venezuela, implying a potential regime change strategy [5] - The US Secretary of State is implementing a continually tightening noose on Maduro, signaling escalating pressure [6] Potential Courses of Action & Risks - Military intervention in Venezuela is considered a different scenario than Panama in 1989, with potential for destruction and losses in a crowded urban environment like Caracas [7][8] - A potential solution involves negotiating Maduro's exile, possibly with incentives, to avoid ground combat [7] - The US should collaborate with other South American countries to pressure Maduro to step down, positioning itself as a positive influence [8] International Relations & Diplomacy - Maduro's relationships with Russia, Cuba, and Iran are factors influencing the situation [5] - The US should work with the Organization of American States and other South American countries to address the situation in Venezuela [8]

Mergers and Acquisitions - Paramount's pursuit of Warner Brothers is driven by a desire to rapidly increase its influence in Hollywood, as Paramount Skydance lacks significant firepower and has faced challenges under current management [3] - Acquiring Warner would represent a major advancement for Paramount, transforming it from a relatively minor player to a major force in the industry [4] - Netflix's potential acquisition of a studio like Warner could solidify its dominance in the entertainment industry, adding theatrical releases and studio content to its existing streaming prowess [4] Industry Dynamics - The battle for Warner Brothers reflects the future of Hollywood, with the outcome determining the dominant player in the entertainment business [5] - Warner Brothers, under Zaslav's leadership, has been successful in maximizing its value [1] - The competition for assets like Warner involves significant financial investment, with figures like 100 billion dollars and 200 billion dollars being discussed in relation to potential acquisitions by companies like Disney [2]

As commander in chief, it is my great honor to announce that I have approved a plan for the Navy to begin the construction of two brand new, very large, largest we've ever built. Battleships. You know, you used to build the Iowa, the Missouri, the Wisconsin, the Alabama and many others.We had big battleships. These are bigger. ...

Everybody was friendly with this guy, either friendly or not friendly, but they were, you know, he was around. He was all over Palm Beach and other places. The head of Harvard was his best friend, Larry Summers, and Bill Clinton was a friend of his.But everybody was. ...