GBA PRESENTS- the public games

Jobs number soon.

It is difficult to get our hands around this number. I have been warned about negative revisions and a bad number. I appear ignorant of this weakness- the economy seems strong to me.

What happens if the jobs number is strong?

No one is predicting that. 0. And I'm not sure I am either but i would not be surprised. What does that do to the market?

Again I'm not sure I would think it would be a negative since rush to lower rates would not seem like a rush and maybe we take 1 rate hike off the table.

What happens if it is weak? Investors will assume the fed is behind the curve and an inter meeting rate cut will be on the table.

What would be positive for the market??? It seems like no matter what the number it is bad for stocks...
 
AER

PotentialLy we have a good set up here-- these guys picked the absolute worst day to report earn-- yest.. unless today is...

AerCap Holdings N.V.

$92.00-1.95(-2.08%)4:00 PM 08/01/24
NYSE |$USD |Pre-Market:$91.92-0.08(-0.09%)8:01 AM

Ok at the time of the release the stk spiked from $94----$97.

closed at $92<-- so we know the urge was up but it got clipped by the market.

AerCap beats top-line and bottom-line estimates; raises FY24 EPS outlook
SA NewsYesterday, 3:14 AM

We should get a quick $96 if we time this right....

IDEA OF THE DAY***** AER
 
Growth Scare + Politics = Fed is late. But we knew that didn't we.

People are worrying... Well here you have your wall of worry....

Q- DO MARKETS REALLY CLIMB A WALL OF WORRY-?
 
This LSPD is a bit of a rabbit hole. Lots of moving parts-- I'll prob do a whole review.

What i don't get-- I was thinking these guys are Canadian maybe they have no coverage and I just read the earn conf call minutes and look-->


Daniel Perlin--Analyst

JD Saint Martin--President

Dan Perlin--Analyst

JD Saint-Martin--President

Andrew Bauch--Wells Fargo Securitie -- Analyst

Thanos Moschopoulos--Analyst

Timothy Chiodo--UBS -- Analyst

Dominic Ball--Redburn Atlantic -- Analyst

Trevor Williams--Jefferies -- Analyst

James Burns--National Bank Financial Markets -- Analyst

Josh Baer--Morgan Stanley -- Analyst

Todd Coupland--Analyst

Suthan Sukumar--Stifel Financial Corp. -- Analyst


We can't get 1 upgrade?
 
These guys are growing quite nicely.

LeMaitre<------ (LMAT)

Just going through the numbers I figured with that name these guys were European--But No MA!
 
I haven't completed the final draft of the rules yet Stoney, been fielding calls from the whales.

I think a thank you is in order for me warning yesterday about black Friday. ;)
 
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