tyb
RCH4529 USAF C-17 Globemaster arrived at March AFB from JBA depart-equipment being delivered for a SoCal visit-probably kneepads as they get ready to push out ghey Newsome as the Dem. candidate for 2024-the press have already written "fantasy" pieces about it and what other option do they have?
>>142771 pb
Colombian AF FAC0001 737 out-goingPresident Ivan Duquedeparted Bozeman/Yellowstone Int'l Airport after arriving on 0714 from Miami Int'l
Was in Miami for Concordia Americas Summit on Weds
Duque calls presidency a success; leaders point out perils to Latin democracies at Miami summit
https://www.miamiherald.com/news/nation-world/world/americas/article263450458.html
DAGGR33USAFSOC C-146A Wolfhound departed Bentonville, AR (WalMart Land) after about 50 minutes on ground-departed Denver earlier and east-based at Centennial Airport-this is a highly specialized version of an already very versatile AC-it is the 'test bed' for this entire USAF Special Ops Command Program using the Wolfhounds
That 'new' Constant Phoenix AC 'Nuke sniffer' last week also came from BIG SAFARI: 645th Aero Sys Group-Wolfhound also from >>142861 pb
645 Aeronautical Systems Group (AFMC)
BIG SAFARI
BIG SAFARI is the USAF's program office responsible for for sustainment and modification of specialized special mission aircraft. Big Safari is a specialized process of acquisition and contracting management process that supports 20-24 projects at any one time and includes responsibility for logistics sustainment for over 50 aircraft. This process was the basis for the Lightning Bolt Initiatives, and is used to accomplish special projects on a quick-reaction basis. Program management includes Detachment 4, 645th Materiel Squadron, U.S. Air Force Aeronautical Systems Center, Wright-Patterson AFB, Dayton, OH. Although the Big Safari process already operates at minimum funding due to the effectiveness of its management procedures, and is already far more streamlined than any other program due to the nature of its authority, the Acquisition Reform Initiatives have still helped realize more cost savings. One example is a cost reduction in the F-16 Pod program, brought about by the ability to streamline the test program.
Over its thirty year operational history, the RC-135 fleet has always depended on a streamlined acquisition and requirements management process covered under Aeronautical System Center's BIG SAFARI program.
https://www.globalsecurity.org/intell/systems/big_safari.htm
>>142896, >>142910, >>142967 lb
2 US Army Beech C-12V Hurons (PAT 353 and 357) were 4-one went to Ft. Campbell, KY for46minutes as PAT741 (they are 351 today) PAT355 and PAT351 all 4 left Peterson SFB earlier & went to Winslow, AZ for about 90 min and then to Barstow, CA for 90 minutes heading EN now-started at Ft. Knox, KY yesterday
>>142507 pb EM Twat from 0711and the other two digits are 7 and 1..PAT351,353,355,557
Since they are 'Priority' something brewing here and using 3s and 5's the 7 and 1
>>143013 lb
SAM328 USAF G5 NW from MacDill AFB ground stop of about 2h20min
DAGGR33USAFSOC C-146 A Wolfhound went to Hampton Executive Airport in Suffolk, VA-landed 100 minutes ago
>>141417, >>141439, >>141440, >>141443 Russia move on Sakhalin-2 thrusts Japan into an energy dilemma + some discussion on how (((they))) failed so badly on the repercussions and had no solutions
Japan aims to maintain stakes in Russia's Sakhalin 2 energy project
Japan has decided to maintain its interests in the Sakhalin 2 oil and liquefied natural gas project in the Russian Far East, with the government coordinating with two Japanese stakeholders to that end, government sources said Saturday. With the plan, Mitsui & Co. and Mitsubishi Corp. would keep 12.5 percent and 10 percent stakes, respectively, despite Russian President Vladimir Putin's signing of an order that sets up a new operating company to tighten its grip on the project. Putin's action is seen as retaliation against Japan and other countries for sanctions they slapped on Russia over its military aggression in Ukraine.
It is unknown whether Tokyo can maintain its stakes as Moscow will have the final say about the continuation of investments by the two Japanese trading houses. Japan, reeling from the effects of higher energy prices following Russia's war in Ukraine, might be forced to source LNG from the market at higher prices. Around 9 percent of Japan's LNG imports come from Russia, almost all of them supplied by Sakhalin 2. In a meeting Friday, Prime Minister Fumio Kishida and Koichi Hagiuda, the minister of economy, trade and industry, affirmed a plan to maintain Japan's interests in Sakhalin 2.
The Kishida government has stressed the need to retain interests in oil and gas projects off Sakhalin as they are vital to securing stable energy supplies amid surging energy prices. Besides Sakhalin 2, Japan also invests in the Sakhalin 1 project, with Sakhalin Oil and Gas Development Co. a Japanese consortium involving the Ministry of Economy, Trade and Industry, trading houses Itochu Corp. and Marubeni Corp., and others holding a 30 percent stake. On June 30, Putin signed a decree to set up a new operating company for Sakhalin 2 affiliated with Russian energy company Gazprom, effectively putting it under Russian government control, with all staff and businesses transferred from the current operator Sakhalin Energy Investment Co.
According to the decree, foreign investors must apply within a month to retain their existing shares in the new entity after it is established. Gazprom owns a roughly 50 percent stake in Sakhalin 2, while British oil giant Shell PLC has approximately 27.5 percent, followed by Mitsui and Mitsubishi. and Shell tried to sabotage this by removing workers from this project >>133674 Shell Withdraws Staff From Russia Projects as Exit Plan Begins
Shortly after Russia's invasion, Shell said on Feb. 28 that it would exit the project. Sakhalin 2, which began LNG exports in 2009, has an annual output capacity of about 10 million tons of LNG, with Japan, China and South Korea among the major importers. Of the total, Japan imports around 6 million tons. U.S. oil major Exxon Mobil Corp. has also announced its withdrawal from Sakhalin 1, which has been supplying Japan with crude oil since 2006, in the wake of the Ukraine crisis.
https://english.kyodonews.net/news/2022/07/6fe773706f82-japan-aims-to-maintain-stakes-in-russias-sakhalin-2-energy-project.html
and not a coincidence here either
As energy costs soar, Japan power utilities rush to secure cash
Bond offerings by eight companies reach 24-year high-(as Yen reached a 24 year last week)
https://asia.nikkei.com/Business/Energy/As-energy-costs-soar-Japan-power-utilities-rush-to-secure-cash
ty
howza?
don't know what all dhat means yet (Musk twat and 3s,5s 7,1 but if those other three go back to Ft. Know dhat would be a bigger hmmmm
he'll bail and they will present it as a success-fuggen Flauxtus yesterday "‘Every Time You Turn Around’ Joe Hit with Another Crisis"
https://bwcentral.org/2022/07/jill-biden-whines-on-nantucket-every-time-you-turn-around-joe-hit-with-another-crisis/
As if !!
>newsome
Since when do actual results matter in the selection process?
Dhey not wrong at all but by the time 8pm rolls around here (pst) on selection night it doesn't matter-already decided (national stuff)
And you just had almost a thousand downgrades leading up to and after the end of Q2 plus the single-stock ETFs coming on line-what could go wrong dhere?!!-also had the FOMC skeer'd about public perception in the last meeting notes-no wonder it all got timed to perfection to counter any "bad results"..almost election season!!-this guarantees everyone gets put to sleep on ANY negative earnings results and "bad" data-JPM dropped only 3% on a 28% drop in net income
With Bearish Sentiment Off The Charts, $5.5 Billion In Daily Stock Buybacks Set To Flood Markets
On the one hand, what was the most bullish case for markets starting this month fizzled with a bang, when after a solid start to July and the best start to Q3 since 1980, stocks resumed their bear market slide, only to recover some losses toward the end of the week. In any case, the barely 1% rise in the first half of July was at best meh considering the lofty expectations for what has traditionally been the best two-week period of the year...for markets.
So as attention turns from what was a big dud of a strong calendar period, to what is already shaping up as a disappointing Q2 earnings season (with virtually all banks missing expectations across the board), the bulls are once again in retreat, and nowhere is this more obvious than in hedge fund positioning which according to Goldman's Scott Rubner, "is so low, it has officially fallen off my chart." Rubner then invites readers to take a look at some of this stuff, and points to Goldman's Prime Broker hedge fund exposure, Futures Positioning, CTA, Risk Parity, noting that "I don’t think there is more marginal position left to sell, given large hedges vs. fundamental positions already in play." Indeed, digging into the dispersion between single stocks and macro products we find that a record divergence where there has been little shorting at the index and ETF level, but nearly record shorting at t the single stock level! and you have a many single stock ETFs >>142938 about to come online (levered too) so no coincidence there.) Meanwhile, away from increasingly bearish institutions, we noted lat week that retail investors are close to capitulating, but not quite yet, and according to Goldman, households - which represent "the most important investor in the markets" have not yet capitulated and remain in HODL mode, with "that $1.325 Trillion worth of “cumulative net inflows” remaining a cement block." And until that massive wall of inflows refuses to budge, there is little risk of a liquidation flush. On the contrary, with sentiment crashing through the floor,it is far more likely that stocks are due for another (bear market) rally and/or short squeeze.'' All they need is a catalyst, especially since markets digested the risk of a 100bps rate hike and actually rose on the news.(<---THIS and you have a ton of retail shorts in individual stocks lined up and ready to gibs them money as already mentioned you don't even need good news...they just take it the other way...Hello Janet Yllen on the ESF button-since paying out to retail is much moar expensive for the system so they "yank it upwards" simply becasue they can and eviscerate that position and clean up on the long side)
That catalyst may be the return of buybacks: according to Goldman, stocks will see a whopping $300B worth of US Corporate buyback execution in Q3 (Q2 data is still TBD but Q1 was $312BN for all US stocks). Some math: Days in Q3 = 61 Days in Q3 open window 55 $300B / 55 = $5.5B per day, every day, starting on July 22nd. VWAP + VOL muting.
The fundamental question, does $5.5B worth of demand, help mute overall earnings guidance weakness per diem? According to Ruber "the answer is yes" but that's to be expected, after all he is the resident Goldman permabull and the bank's equivalent of JPM's Marko Kolanovic. In conclusion, Rubner sums up current sentiment as follows: The bearish trade is very consensus, when I talk about very consensus, I mean very very consensus. I got more pings this week, than any week of 2022. The bearish view is already reflected in current market positioning and extreme over hedges. Bonus chart from Rubner who notes that "this is cash levels (money markets + mutual fund cash) – this is elevated and looking for dip alpha."
https://www.zerohedge.com/markets/bearish-sentiment-charts-55-billion-daily-stock-buybacks-are-about-flood-markets
Yet no mention of $2T PLUS a night in NYFRB Operations?...you disappoint
NYFRB Markets Data Dashboard
https://www.newyorkfed.org/markets/data-hub
thanks fer that
they habs to shut it all off at the same time for CA to matter in Nat. elections but they'll never do that cause "muh voter suppression"
If you care enough to vote if given a 6 hour window you'll do it no matter what' AND make it all on same day-none of this mail in shit
Dragged muh sorry ass out of muh house in 2016-after not giving a shit since 1992 (and fer good reason!) and almost as bad as muh med sitch now but did it-they can too if they care enough.
They still said we all voted for a gas tax increase in 2018..NOT
it's way moar complicated than that cause of all the variables..so you make it 8 hours or something-this all day and mail in shit has got ta go.
Shut it off in each time zone if you have to BUt don't let in habben over the time frame of a month.
"(((they))) can use that to advantage too-the shorter hours-not saying that is the solution but ANYTHING..take technology out of it too-that was the clincher when they went to that.
A lot of shit has to change is muh point but you have to start somewhere.
ty muh fren
gotta go rest fer a bit nao
Economic Schedule for Week of July 17th, 2022
The key reports this week are June Housing Starts and Existing Home Sales.(Update of GDPNOW the Atlanta FEDs "up-to-date" leading economic indicator)
>Our GDPNow forecasting model provides a "nowcast" of the official estimate prior to its release by estimating GDP growth using a methodology similar to the one used by the U.S. Bureau of Economic Analysis.
-
Monday, July 18th -
10:00 AM: The July NAHB homebuilder survey. The consensus is for a reading of 66, down from 67. Any number above 50 indicates that more builders view sales conditions as good than poor.
-
Tuesday, July 19th -
8:30 AM ET: Housing Starts for June. The consensus is for 1.586 million SAAR, up from 1.549 million SAAR in May.
Update of GDPNOW is scheduled from KANGZZZZZ Bostic Atlanta Fed and will he be 'good cop' or 'bad cop'?-this comes just 2 days after the last reading and a revision down to -1.5% from -1.2% Latest estimate: -1.5 percent — July 15, 2022
The next GDPNow update is Tuesday, July 19
https://www.atlantafed.org/cqer/research/gdpnow
-- Wednesday, July 20th ---
7:00 AM ET: The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index.
10:00 AM: Existing Home Sales for June from the National Association of Realtors (NAR). The consensus is for 5.40 million SAAR, down from 5.41 million last month.Housing economist Tom Lawler expects the NAR to report sales of 5.12 million SAAR for June. During the day: The AIA's Architecture Billings Index for June (a leading indicator for commercial real estate).
-
Thursday, July 21st -
8:30 AM: The initial weekly unemployment claims report will be released. The consensus is for 235 thousand down from 244 thousand last week.
8:30 AM: the Philly Fed manufacturing survey for July. The consensus is for a reading of 5.5, up from -3.1.
-
Friday, July 22nd -
10:00 AM: State Employment and Unemployment (Monthly) for June 2022
https://www.calculatedriskblog.com/2022/07/schedule-for-week-of-july-17-2022.html
SAM322 USAF C-40BJanet Yellendeparting Bali after G20 Meeting and who knows what else-heading to Seoul, SoKo
U.S. Treasury's Yellen to meet South Korea's Yoon on final leg of Asia trip
https://www.nasdaq.com/articles/u.s.-treasurys-yellen-to-meet-south-koreas-yoon-on-final-leg-of-asia-trip
ADS-B (in C mode) has it miss-marked in Hex ID but the Satellite (C) has it as MC2322 so this is "her"
mornin'
Planefag Europe-Med. Snapshot and Bizzy
Swiss and Hungarians at RAF Fairford-US Finnish Amb. Hickey left Helsinki, RAF Tanker was lapping east of Tallinn refuel F-18s and west of St. Petersburg, BOXER AC leaving AFRICOM-Stuttgart, Some LAGR(s) tankers heading to refuel a B-52, Moar Potato Equipment from Tel Aviv this time, Surveillance ACs over Romania-plus some usual suspects
SAM478 USAF G5 SW from Helsinki after arriving on 0716 from Warsaw depart and Swidwin AB, Poland stop of 6h30m before Helsinki arrival-most likelyFinnish Amb. Douglas Hickeyred dot
RAF RRR9911 A330 MRTT (Multi-Role Tanker Transport) was doin' laps east of Tallinn, Estonia watching what was coming out of St Petersburg and refueling some F-18s
BOXER42 USAF C-40 C departing Stuttgart after arriving on Sunday from Ramstein- AFRICOM at Stuttgart >>143011 lb
Swiss AF SUI521 CL-60 departed RAF Fairford after arriving from a stop at RAF Brize Norton-back to Zurich now
Hungarian AF HUAF293 also departed RAF Fairford after a ground stop
REDEYE6 USAF E-8C Joint STARS trackin' east of Warsaw
RAF RRR7218 RC-135 Rivet Joint and Italian AF PERSE71 G550 SIGINT (surveillance AC) over eastern Romania-RRR7218 on it's customary Black Sea harassment program
Spanish AF AME44556 Falcon 900 looks like it came from Jeddah, SA
RCH4554 and 4559 C-17 Globemasters to Ramstein after departed Tel Aviv-and still moar Potato Equipment-also a US Navy P-8 Poseidon underneath those two heading to eastern Romania
NATO02 E-3A Sentry AWACS over Sardinia circle trackin'
LAGR442 and 443 USAF KC-135 tankers SE from RAF Mildenhall heading to go refuel a B-52 that is not visible-heading to this area in the western Med is where they do it
Israeli AF 4X981 G550 SIGINT (identical to PERSE71) back to Nevatim AB
edit above fer spelling mistakes
>it's monday
>>143068 Economic Schedule for Week of July 17th, 2022
Another point on the GDPNOW graph-see how the 'economist' forecasts (light blue area) is shrinking to 'catch up' with this....it's the top 10 and bottom 10 avg forecast(s)'
Plus this is a survey and usually used as a Home Builder Stock protection racket-when they say they are 'confident' peeps buy...and they were 'confident' until just nao....:I..even though it's above 50 (the line in the sand) and still shows "confidence"
Wut a surprise!...Bostic gonna be a "bad cop" tomorrow and revise to lower growth imo
U.S. home builder sentiment plunges in July - NAHB
U.S. home builder sentiment plummeted in July to the lowest levels since the early months of the coronavirus pandemic as high inflation and borrowing costs at their steepest in more than a decade brought customer traffic to a near standstill, the National Association of Home Builders said on Monday.
The NAHB/Wells Fargo Housing Market index fell for a seventh straight month to 55, the lowest since May 2020, from 67 in June, NAHB said in a statement. Readings above 50 mean more builders view market conditions as favorable than poor. July's reading was below all 31 estimates in a Reuters poll of economists, which had a median expectation for a decline to 65. Moreover, the 12-point drop was the second largest in series history dating to 1985, exceeded only by the 42-point plunge in April 2020 when most of the country was under a COVID-19 lockdown.https://www.reuters.com/markets/us/us-home-builder-sentiment-plunges-july-nahb-2022-07-18/
>Africa Hot
We got that big 'spinner' south of Cabo and gonna get a lot more humid (and hot) here-that came from the Atlantic cause all that sand coming from Sahara not letting it set up fer yer bowling alley.
>lookin foward to August
good! glad you gonna get back on that 'track'-was a bit sad fer ya when that stopped noes you want out
PF Yerp Update
BOXER42 to Brussels, SAM478 to Ramstein, Swiss back to Zurich and Bern-Hungarians to Nuremburg and gonna send all gas to Turkstream-tryin to'''
BOXER42 USAF C-40C to Brussels from Stuttgart and SAM78 from Helsinki went to Ramstein (shows as 11-0550)
Swiss AF SUI521 CL-60 went back to ZurichAirport, Swiss AF SUI500 went to Eindhoven from Bern/Belp Airport
Hungarian AF HUAF293 A319 went to Nuremburg from RAF Fairford-same place the SUI521 departed from
Hungary makin' some waves today
Hungary in talks to redirect all Russian gas shipments to Turkstream
This is needed to ensure security of supply as the levels of gas shipments from Austria into Hungary are lowered by insecurity in Western Europe's pipeline system, Szijjarto said.
"We are receiving on a daily basis a steady volume of 32-33 million cubic meters of gas, we get half of this amount via Turkstream via Serbia every day -- this shows that the southern shipping route is the most stable, predictable and secure," he said in a video posted on Facebook. Szijjarto said Hungary was receiving about one-third of the contracted amount from Russia on the Austrian pipeline and 100% via Serbia, which means that overall, Russia is delivering 88% of the contracted daily volumes under Hungary's long-term deal.
https://www.reuters.com/business/energy/hungary-talks-with-russia-redirect-all-gas-shipments-turkstream-foreign-minister-2022-07-18/
FEDWatch backed off from 1% to 0.75% on friday....same now and Sept is much lower cap #3 >>142842 pb
(Wut habs we been saying in here about Sept. pausing?...that "someone" is betting same-hopefully they took some of it off the table (half) of it and BANK it-they may still raise in Sept but they will not be doing 75or 100bp that close to election see cap #3 for Sept. and at 25-50bp but all depends on what they do in 9 days and what GDPNOW does
Trader Behind Huge Fed Funds Wager Bags $14 Million in First Day
A trader is pocketing big profits for breaking with the pack and placing a sizable bet that the Federal Reserve won’t increase the size of its interest-rate hikes. On Friday, "someone" purchased October futures with a notional value of $150 billion that are tied to the Fed’s benchmark overnight rate. The futures price in expected moves at the July and September meetings. The trade marked a bet that financial markets had shifted too far by pricing in increasing odds that the central bank would raise its key rate by as much as a full percentage point at one of the two meetings.
The wager quickly turned profitable as expectations were dialed back heading into Friday’s close of trading. By day’s end, it was 11.5 ticks higher, amounting to a profit of about $14.4 million from the level at which the wager was placed. Speculation that the Fed would start increasing the size of its rate hikes had surged after Wednesday’s consumer price index report showed that inflation jumped to another four-decade high, signaling that price pressures haven’t abated even as the central bank tightens monetary policy aggressively. By Thursday, futures contracts were pricing in high odds that the Fed would increase the rate by a full percentage point at one of the next two meetings.
But policy makers pushed back on that speculation, driving investors to pare their bets. Futures are now roughly pricing in that the Fed will raise its rate by 75 basis points at each of the next two meetings.
Preliminary CME open interest data shows a rise of 35,340 contracts following Friday’s trading activity, indicating the 30,000 block trade was most likely a new position. As of 10 am in New York on Monday, the contract was little changed from Friday’s close.
Fed members have now entered a self-imposed blackout period for speaking*, meaning any shifts in market sentiment will be driven by data released ahead of the July 27 meeting. That includes reports on consumer confidence and manufacturing.
https://www.bnnbloomberg.ca/trader-behind-huge-fed-funds-wager-bags-14-million-in-first-day-1.1793479
https://www.cmegroup.com/trading/interest-rates/countdown-to-fomc.html
They may still raise them in September but the bottom line is that they want this OVER with from Sept on-wards.
*"self-imposed blackout period"-Imma not touching the pun here ...did that stop Atlanta FED Pres Bostic from lowering his GDPNOW forecast a little moar than an hour prior to the FOMC release at the last meeting?...no it din't
>>143033 Update #1
#968
>>143036 RCH4529 USAF C-17 Globemaster arrived at March AFB from JBA depart-equipment being delivered for a SoCal visit-probably kneepads as they get ready to push out ghey Newsome
>>143037 Colombian AF FAC0001 737 out-going President Ivan Duque departed Bozeman/Yellowstone Int'l Airport after arriving on 0714 from Miami Int'l
>>143044, >>143058 4 PAT US Army Beech Hurons (351,353,355,557) left Peterson SFB went to Winslow, AZ and Barstow, CA for 90 min ea-Musk twat on 0711 with 3s and 5-callsigns using 3s ,5s one 7 and one 1-all left Ft. Knox yesterday-SAM328 from MacDill to Bremerton
>>143045, >>143051, >>143054, >>143055, >>143060 MUSK twat was 0711 with 3s and 5-All callsigns on those PATs are 3s,5s and one 7 and one 1TruthSocial PDJT had a TStamp after EM, with those #s -@realDonaldTrump Jul 12, 2022,05:33,{ < to EM: get your PROOFS READY ! watchOUT for MM _/ 33(s) }
>>143046, >>143052 PAT351 went to Peterson SFB for a rolling 2 minutes then caught up with the others at Wichita-Eisenhower Airport
>>143048 Japan aims to maintain stakes in Russia's Sakhalin 2 energy project
>>143053, >>143057, >>143062, >>143064 Newsome for President?...nikka PALEEZE!!!-fix THIS shit first-some CA election comments (anon lives in CA entire life)
>>143056 PAT353,355,557 US Army Beech C-12V Hurons on ground at Eisenhower National Airport, Wichita, KS with 351 arriving shortly
>>143061 With Bearish Sentiment Off The Charts, $5.5 Billion In Daily Stock Buybacks Set To Flood Markets-this guarantees everyone gets put to sleep on ANY negative earnings results and "bad" data-JPM dropped only 3% on a 28% drop in net income
>>143068 Economic Schedule for Week of July 17th, 2022
>>143070 SAM322 USAF C-40B Janet Yellen departing Bali after G20 Meeting and who knows what else-heading to Seoul, SoKo
>>143079 yup...dismantle all of them-DISMANTLE. IT.ALL memeage
>>143083, >>143088 PlaneFag Europe-Med. snapshot...bizzy
>>143086 U.S. home builder sentiment plunges in July - NAHB and "surprised" largest drop (outside of 'rona drop) since 1985
>>143088 Hungary in talks to redirect all Russian gas shipments to Turkstream
>>143089 Trader Behind Huge Fed Funds Wager Bags $14 Million in First Day-next meeting (9days) still at 75bp and Sept much lower at present
^^^ feex't
refresh
GORDO01 USAF E-4B Nightwatch departed Aviano AB, Italy after a ground stop of around 4 hours-RAF Fairford depart earlier over to Mildenhall for some roundys and has picked up a "fren" outta Stuttgart USAFSOC (Special Ops) C-146A Wolfhound-lime green dot-and both heading SE and those LAGR tankers are probably for the Nightwatch they are just south of Sicily nao
Member Buffett went into this large (again) in 2021 and increased it's dividend to $0.22 getting the free pass on the 'FRB Stress Test-total farce no pass/fail just "adjust"
*that totally depends on who's metric you are using-they missed on literally everything and it's up over 7% >earnings surprise of -5.19%.'''
These all HEAVILY shorted too-bought $2.65B of own stock Q1
Bank of ~~America~~ Italy* posts revenue "beat" despite quarterly earnings miss
The bank posted quarterly revenue of $22.7 billion, boosted by higher interest rates and solid client activity across its businesses. The second largest U.S. bank by assets said profit fell to $6.2 billion, or 73 cents per diluted share, compared to $9.2 billion, or $1.03 per share, during the same period a year ago. Economists surveyed by Refinitiv were expecting earnings of 75 cents per share.
Revenue for the quarter, net of interest expense, climbed 6% to $22.7 billion, beating Wall Street expectations of $22.6 billion. Net interest income rose 22% to $12.4 billion, driven by higher interest rates, lower premium amortization and loan growth. Non-interest income fell 9% to $10.2 billion, primarily reflecting weaker capital markets.
The bank took a $523 million provision for credit losses, including a net reserve of $48 million. '''Non-interest expenses increased 2% to $15.3 billion and included approximately $425 million recognized for certain regulatory matters-I wonder what that would be*....kek
Net income in the global banking segment declined 38%to $1.5 billion, hurt by provision expense, while revenue slipped 2% to $5 billion. Bank of America's investment banking fees fell 47% to $1.1 billion during the quarter.
https://www.foxbusiness.com/markets/bank-america-posts-revenue-beat-despite-quarterly-earnings-miss
https://ycharts.com/companies/BAC/stock_buyback
*ongoing D.O.J. actions over Fannie/Freddie fraud-and you should ask yerself why is the DOJ having to do this?-just like in JP Morgans case with the metals manipulation "settlement" it was the DOJ and not any of the ones who SHOULD have done it...Not the SEC not the CFTC (JP Morgans case or O.C.C. (Office of the Comptroller of the Currency who put doze neat little quarterly reports on derivative activities yet do absolutely NUFFIN with them..'cause allowing a $10T increase in 90 days Q4 2021 to Q1 2022 over at the "morgue" is just fine-we habs no questions on that at all..... >>140104 and look who is at position #4..yep Bank of Italy
**You should go look up Bank of Americas history (creation etc) and if you actually think it was taken out of it's Italian origins then I have got muh eye on some already written Credit Default Swaps I'd like to short (on the Ruble) and you can be the counter-party....k?
SAM632 USAF C-40BState Dept ACdeparted NAS Key West after arriving on 0713
Departed JBA on 0710 (as SAM530) and went to Portland Int'l after doing roundys at Topeka , KS >>142392 pb then left the next day to Baton Rouge, LA fer moar roundys and then to the Florida Keys still as SAM530
PF housekeeping
SAM322 USAF C-40B at Seoul, SoKo from it's Bali departJanet Yellen
U.S., allies cannot allow China to dominate raw materials, technologies, Yellen says
https://www.reuters.com/world/us-allies-cannot-allow-china-dominate-raw-materials-technologies-yellen-2022-07-18/
i hit muh signed in page by accident and it took a bit to get it back but ok now
>vanwa screen
same here
a leetle fickle today but better than last week
SAM530 went to NAS Key West at the same time that45'sAC was moved from Morristown, N.J. to Orlando on 0711-and still there according to ADS-B-in fact FFL548 landed at Orlando just before SAM530s trace dropped heading to Key West
mebby something...mebby not-interdasting timing though-about a minutes difference in FFL548 landing at Orlando and SAM530 (as # 01-0040) trace freezing-and that (signal loss) is common in that area
See Cap#1 for Energy prices and at the bottom Urals Crude-which is related to the Hungary story here: >>143088 (You) since that is what they process and why they wanted the E.U. Oil ban on only ocean going deliveries-they've spent billions over the last several years so the can process THAT crude-it's specific and requires a different process than say, WTI or "Light Sweet Crude" or Saudi/North Sea Oil etc
Russia’s Gazprom declares force majeure on some gas supplies to Europe
The European Union, which has imposed sanctions on Moscow, aims to stop using Russian fossil fuels by 2027 but wants to supplies to continue for now as it shifts away from Russian supplies. Russian gas supplies have dropped via major routes, including via Ukraine and Belarus and through Nord Stream 1 under the Baltic Sea. Russia’s Gazprom has declared force majeure on gas supplies to Europe to at least one major customer, according to the letter from Gazprom dated July 14 and seen by Reuters on Monday.
The letter said Gazprom, which has a monopoly on Russian gas exports by pipeline, could not fulfil its supply obligations owing to “extraordinary” circumstances outside its control. It said the force majeure measure, a clause invoked when a business is hit by something beyond its control, was effective from deliveries starting from June 14.
A trading source said the letter concerned supplies through the Nord Stream 1 pipeline, a major supply route to Germany and beyond. Gazprom had no immediate comment.
The measure will likely escalate tensions between Russia and the West over the Russian invasion of Ukraine, action Moscow calls a “special military operation”. The European Union, which has imposed sanctions on Moscow, aims to stop using Russian fossil fuels by 2027 but wants to supplies to continue for now as it shifts away from Russian supplies.
Russian gas supplies have dropped via major routes, including via Ukraine and Belarus and through Nord Stream 1 under the Baltic Sea. Nord Stream 1 is currently undergoing maintenance.
https://www.cnbc.com/2022/07/18/russias-gazprom-declares-force-majeure-on-some-gas-supplies-to-europe.html
https://tradingeconomics.com/commodities
Plus a no-brianer that Oil is up since Potato din't get his increase from the Saudis (and Mexico shunned him too just before he left for Tel Aviv last Tuesday-Obrador visited the WH a few hours before Joe left) and although it's not reported-just sez about 'immigration' that-Mexican Oil-what it was ALL about.'''
VIKNG1 and 2 USAF C-5 Galaxy(s) departed Columbus-John Glenn Int'l after a 3h50min stop-outta Dover AFB earlier-usually when sequential callsigns used this is 'bidness and not just an ordinary flight(s)-we'll see where they go.
Turkish AF TURAF11 KC-135 tanker EN from Tinker AFB, OKC (been there for a while-ADS-B acting up looks like he's been there since at least July 1st)
Total PANIC w/ 'expurts' chiming in here-Musk has all the power here and they know it-if he did not they wouldn't be saying a fuggen thing and this is from a short seller just looking for a squeeze here-seen this movie TOO many times before.
Already want a "speedy trial" counting on a squeeze based on a forced sale or a settlement. but until you provide moar data you have no power
Twitter lawsuit 'credible threat' to Elon Musk's empire: Hindenburg Research
Hindenburg Research is throwing its support behind Twitter as it enters a legal battle with Elon Musk over the Tesla chief executive's decision to terminate his $44 billion acquisition of the social media giant. "We have accumulated a significant long position in shares of Twitter," the short-selling firm tweeted on July 13. "Twitter’s complaint poses a credible threat to Musk’s empire."
In a July 8 letter, Musk's lawyers said he would be abandoning the deal, claiming Twitter is "in material breach of multiple provisions" of the agreement and "appears to have made false and misleading representations" when it accepted Musk’s acquisition offer on April 25. Musk has disputed Twitter's internal estimates that spam and fake accounts make up less than 5% of its users. Twitter responded to the letter on July 10, calling Musk and his team's "purported termination" of the deal "invalid and wrongful" and constitutes a "repudiation of their obligations under the agreement." Two days later, the company filed a lawsuit against Musk in the Delaware Court of Chancery in an effort to force him to follow through on the deal. Twitter's complaint accuses Musk of refusing "to honor his obligations to Twitter and its stockholders because the deal he signed no longer serves his personal interests." "Having mounted a public spectacle to put Twitter in play, and having proposed and then signed a seller-friendly merger agreement, Musk apparently believes that he – unlike every other party subject to Delaware contract law – is free to change his mind, trash the company, disrupt its operations, destroy stockholder value, and walk away," the lawsuit states.
In a research note in May, Hindenburg said Musk threatening to walk away from the Twitter deal could provide him with leverage to renegotiate its price. However, the firm's founder Nathan Anderson told FOX Business on Monday that Musk has "squandered much of his leverage, largely through ill-advised, compulsive tweets." "Twitter’s bot issue is perhaps the worst pretext Musk could have chosen for terminating the deal given that it was clearly and publicly a reason he entered the agreement in the first place," he said. A judge will hear arguments on Tuesday morning for Twitter's request to hold a trial in September. Twitter has requested that the proceedings be expedited because the merger agreement with Musk terminates on Oct. 25.
moar
https://www.foxbusiness.com/markets/twitter-lawsuit-credible-threat-elon-musks-empire-hindenburg-research
It's "up" 38.17+0.43 (+1.14%) but on barely a third of it's daily volume...good luck in court all you 'expurts'
12-3085 AF Special Ops C-146A Wolfhound went to Souda Bay, Crete from it's Stuttgart depart yellow dot
Those two tankers-LAGR 442 and 443 were for the Nightwatch as 442 (green dot) is done and reappears heading back to Mildenhall while GORDO01 Nightwatch and LAGER443 are still frozen and not completed yet (red dots)
noice and ty
about that time here too
see you in a few hours
o7
Scaramucci Halts Withdrawals in The Legion Strategies Fund After Stock, Crypto Swoon
Anthony Scaramucci’s Skybridge Capital suspended redemptions in one of its funds after sharp declines in stocks and cryptocurrencies, according to people familiar with the decision. The Legion Strategies fund suspended redemptions because private companies, which are harder to sell, now make up about 20% of the portfolio, one of the people said. The fund is one of Skybridge’s smaller offerings, farming out most of its roughly $230 million of assets to hedge fund managers.FTX, the crypto exchange co-founded by billionaire Sam Bankman-Fried, is among the fund’s private investments.(f-u-g-g-e-d as this will totally spill over)
Scaramucci who returned to money management after spending 11 days in the White House as the Trump administration’s communications director made a big push into crypto, a move that has hurt Skybridge’s performance this year. An index of the 100 largest digital assets has tumbled 56% in 2022.
The Legion Strategies fund gained exposure to digital assets through other funds managed by Skybridge, including vehicles focused on Bitcoin, Ethereum and Algorand, according to a regulatory filing. As of Feb. 28, almost a quarter of Legion’s net assets were invested in such fund. Skybridge runs a larger fund-of-funds, the Multi-Adviser Hedge Fund Portfolios, which managed about $2 billion as of March 31, according to a separate filing. That fund fell about 5.5% for the year through March 31.
Redemptions for that fund are made through a tender offer by Skybridge. The firm told clients it will buy back 10% of the fund’s shares at the end of September, the next time investors are allowed to pull money, one of the people said.
A representative for New York-based Skybridge didn’t reply to messages seeking comment.
https://www.bnnbloomberg.ca/scaramucci-halts-withdrawals-in-a-fund-after-stock-crypto-swoon-1.1793696
VIKNG01 and 02 USAF C-5 Galaxy(s) went to Cape Cod Coast Guard Station and are participating in 'Operation Viking'-until July 31st
Operation Viking Underway at Joint Base Cape Cod
An extensive U.S. Armed Forces training operation is underway at Joint Base Cape Cod for its second year. The 360th Civil Affairs Brigade of the U.S. Army is holding training exercises at the Joint Base as part of this year’s Operation Viking. The trainings aim to help with combat readiness and are a joint operation involving multiple branches of the Armed Forces.
The operation began on Friday, July 15 and will run through Sunday, July 31.
https://www.capecod.com/newscenter/operation-viking-underway-at-joint-base-cape-cod/
https://twitter.com/TheNationsFirst/status/1547943482286690307
Turkish AF TURAF11 KC-135 went to McGuire from extended stay at Tinker AFB, OKC
This from Sat. night and posted yesterday and has data trace of AC as it went down
Ukrainian cargo plane carrying mines crashes in Greece, officials say
11 tons of landmines and other weapons were loaded in Kabbalah, Greece, and 8 people on board were killed.If you look at the wake, speed and altitude, you reach 21,000 ft in Aegean air, and then you crash at a descent rate of 3000-4000 ft per minute, calculated.
https://twitter.com/japan_radar/status/1548641973955096577?cxt=HHwWgsDT3fLq8P0qAAAA
If yer growth rate is a 'reported' 5.7%-lower than yer fake inflation of 7.3% and yer bonds (EURO-denommed and that is barely over $1 USD/paired) are trading at 21%.(and those were just to pay off other debt that was coming due) I wish you luck!!
IMF Approves Kenya $236 Million Loan, Urges Reform Agenda Kept
The International Monetary Fund approved the disbursement of a $235.6 million loan to Kenya as the East African nation met the lender’s targets and made progress in addressing debt vulnerabilities. The approval brings the IMF’s total disbursements to Kenya to $1.21 billion, out of a total of about $2.34 billion available under a 38-month program approved in April 2021, the Washington-based lender said in an emailed statement on Monday. The financing was approved after the fund completed its latest review of the program in April. Kenya requested waivers on some of the program’s conditions before the review, after the government failed to fulfill key commitments, including establishing a central government payroll and making public the ownership details of companies that are awarded public tenders as a way to curb corruption, Business Daily reported July 13. The lender estimates that economic growth in Kenya will slow to 5.7% this year, after growing 7.5% in 2021, which was the fastest pace in more than a decade.
Inflation is seen accelerating to an average 7.3%, fueled by the surge in food and fuel prices spawned by Russia’s war with Ukraine, and the worst drought in four decades in Kenya. The country is using the credit facility to support its budget. The government had included the loan in its external financing for the fiscal year ended June 30, but the lender’s executive board didn’t approve it by end of the period. Kenya dropped a plan to borrow $1 billion from commercial banks by the end of June because of unfavorable pricing, having earlier scrapped a plan for a eurobond of similar size. Yields on Kenya’s eurobonds due 2024 breached the 20% mark for the first time last week, and traded at 21.% on Monday.
https://www.bnnbloomberg.ca/imf-approves-kenya-236-million-loan-urges-reform-agenda-kept-1.1793726
Q Drop# 894
>When we’re done he’ll claim Kenyan citizenship as a way to escape.
Q
>>143090 Update #2
#968
>>143036 RCH4529 USAF C-17 Globemaster arrived at March AFB from JBA depart-equipment being delivered for a SoCal visit-probably kneepads as they get ready to push out ghey Newsome
>>143037 Colombian AF FAC0001 737 out-going President Ivan Duque departed Bozeman/Yellowstone Int'l Airport after arriving on 0714 from Miami Int'l
>>143044,>>143058 4 PAT US Army Beech Hurons (351,353,355,557) left Peterson SFB went to Winslow, AZ and Barstow, CA for 90 min ea-Musk twat on 0711 with 3s and 5-callsigns using 3s ,5s one 7 and one 1-all left Ft. Knox yesterday-SAM328 from MacDill to Bremerton
>>143045 >>143051, >>143054, >>143055, >>143060 MUSK twat was 0711 with 3s and 5-All callsigns on those PATs are 3s,5s and one 7 and one 1TruthSocial PDJT had a TStamp after EM, with those #s -@realDonaldTrump Jul 12, 2022,05:33,{ < to EM: get your PROOFS READY ! watchOUT for MM _/ 33(s) }
>>143046, >>143052 PAT351 went to Peterson SFB for a rolling 2 minutes then caught up with the others at Wichita-Eisenhower Airport
>>143048 Japan aims to maintain stakes in Russia's Sakhalin 2 energy project
>>143053, >>143057, >>143062, >>143064 Newsome for President?...nikka PALEEZE!!!-fix THIS shit first-some CA election comments (anon lives in CA entire life)
>>143056 PAT353,355,557 US Army Beech C-12V Hurons on ground at Eisenhower National Airport, Wichita, KS with 351 arriving shortly
>>143061 With Bearish Sentiment Off The Charts, $5.5 Billion In Daily Stock Buybacks Set To Flood Markets-this guarantees everyone gets put to sleep on ANY negative earnings results and "bad" data-JPM dropped only 3% on a 28% drop in net income
>>143068 Economic Schedule for Week of July 17th, 2022
>>143070, >>143096 SAM322 USAF C-40B Janet Yellen departing Bali after G20 Meeting and who knows what else-heading to Seoul, SoKo
>>143083, >>143088 PlaneFag Europe-Med. snapshot...bizzy
>>143086 U.S. home builder sentiment plunges in July - NAHB and "surprised" largest drop (outside of 'rona drop) since 1985
>>143088 Hungary in talks to redirect all Russian gas shipments to Turkstream
>>143089 Trader Behind Huge Fed Funds Wager Bags $14 Million in First Day-next meeting (9days) still at 75bp and Sept much lower at present
>>143093, >>143117 GORDO01 USAF E-4B Nightwatch departed Aviano AB, Italy after a ground stop of around 4 hours-picked up a "fren" outta Stuttgart USAFSOC (Special Ops) C-146A Wolfhound those LAGR tankers are probably for the Nightwatch-Tankers filled up GORDO01 and Special Ops went to Souda Bay, Crete
>>143094 Bank of ~~America~~ Italy* posts revenue "beat" despite quarterly earnings miss
>>143095 SAM632 USAF C-40B State Dept AC departed NAS Key West after arriving on 0713
>>143096 U.S., allies cannot allow China to dominate raw materials, technologies, Yellen says
>>143100 SAM530 went to the NAS Key West at the same time that45'sAC was moved from Morristown, N.J. to Orlando on 0711--about a minutes difference in FFL548 landing at Orlando and SAM530 (as # 01-0040) trace freezing
>>143112 SAM632 USAF C-40B State Dept AC with VENUS41 G5 following (outta same area) and heading to Atlanta Int'l from Key West NAS
>>143114, >>143121 VIKNG1 and 2 USAF C-5 Galaxy(s) departed Columbus-John Glenn Int'l after a 3h50min stop-outta Dover AFB earlier-usually when sequential callsigns used this is 'bidness-Turkish AF TURAF11 KC-135 tanker EN from Tinker AFB-VIKNG01 and 02 delvered equipemnt to 'Operation Viking' exercise at Cape Cod Coast Guard Station and Turks went to McGuire AFB
>>143115 Twitter lawsuit 'credible threat' to Elon Musk's empire: Hindenburg Research-short fund looking fer a squeeze that is all
>>143120 Scaramucci Halts Withdrawals in The Legion Strategies Fund After Stock, Crypto Swoon-Crypto "King" Bankman-Fried's FTX is among the 'private investments' in Skybridges' halted fund
>>143130 ZULU82 drewFIA22for Farnborough Airshow 2022-and started today after 3 years since last
>>143131 SAM518 USAF G5 to Teterboro Airport, N.J from JBA depart
>>143134 from Saturdays insane in the Ukrainian Antonov crash- data trace show 3-4k/ft per minute descent rate then crash
>>143136 IMF Approves Kenya $236 Million Loan, Urges Reform Agenda Kept + Q drop #894 "When we’re done he’ll claim Kenyan citizenship as a way to escape."