Member Info for big-blue

That's the rub wobble, how the propaganda is played on the chess board. Big worry is the failure of Germany to stand with nato and Marcon has slipped back into his megalomaniac role believing he is some sort of chief negotiator for the nato.

https://www.gbnews.uk/news/shoppers-and-tube-passengers-defy-calls-to-keep-masks-on-after-most-covid-curbs-dropped-in-england/214577

The best line in the article is the idiot that said, "I don't want to get the virus". Well, idiot, wearing a mask will not protect you! It really is about time the false claims of masks is fully revealed and the truth that they have been instrumental in SPREADING the damn virus accepted.

bobbins2, thank you for putting the image in our minds.

Filtered!!

https://order-order.com/2022/01/27/snp-planning-to-make-emergency-covid-powers-permanent/

And the other problem, those in power have suckled on the teat of authortarianism, and they are not going to be weaned easily.

Now THAT is a line! Copyright moi!

you balance the books, not the sheets marab.

https://dnascience.plos.org/2022/01/27/omicron-evolves-and-the-covidization-of-scientific-publishing/

Seems BA.2 is very much more widespread than first thought. The very important bit in the article is the statement that Biden didn't even bother trying to resist it. That needs to be put front page and in all the hourly bulletins for a day. The next variant after omicron, son of omicron, has become dominant in most places, omicron has been usurped, but no action was needed. Indeed restrictions are being pulled back and removed.

Very unfortunately the comfort blanket is not being let go so easily - the masks. This is the long haul out of the pandemic with people unable to make the change out of what has become the normal. It might seem to be innocent crumbs to throw to the nervous and frightened as change comes again, back to normal. But those masks do absolutely nothing to stop the spread of anything, actually facilitate spreading of viruses and should have been abolished a long time ago. For some people, letting go of everything and returning back to pre-covid is going to be very difficult. And for others, a form of forcing compliance on a population and removing individuality resulting in uniformity where the insecurity of the person can be hidden amongst the crowd has to be maintained. It is like the Maoist uniform for all, the Russian car for all. It is like the tribal flags of football clubs. Safe with a crowd of people all showing the same colours. Remove the mask and people are naked and open and individual again. This fear and desire to force conformation runs from the little hitlers at the shop door to the most senior politicians and experts. A full withdrawal form the pandemic is going to take some time.

LOCKDOWN!!!

We're about to go back into full lockdown in sympathy...

https://en.yna.co.kr/view/AEN20220127008351315

Of course, three in a row postings of identical positions exposes the truth, we are one poster with 3 avatars, although I don't remember logging you in bobbins.

https://www.standard.co.uk/news/world/omicron-subvariant-ba2-more-contagious-not-more-severe-denmark-uk-b979035.html

Given this is an observation from Denmark, what do you think the chances are that the observations of the new variant not being worse than omicron will be heeded and lockdowns and restrictions will not follow [compared to the bigoted reaction to the South Africa early observations of BA.1 (nu/omicron)?

If there is no response required to BA.2, then the pandemic can be truly called as over. Disease management reverts to flu like shots as required. Those that do not take up the offer play the roulette game and should perhaps have to pay additional tax like smokers have to on cigarettes to off-set treatment costs. Oh, and they brought in the utterly useless sugar tax for the same reason.

Good call LA, coffee futures predicted to decline.

https://www.vendingmarketwatch.com/coffee-service/news/21253488/arabica-coffee-prices-are-forecast-to-decline-robusta-to-gain-2-in-2022

Seriously. You have seen 5% and 7% swings based on markets speculating on what the fed might or might not say. And you think markets 'shrug' at the fed as if it has no consequence. The entire world's stock markets hang on the tiniest hint from the fed whether to buy or sell. The boe also has a similar effect given London's place in global trading and G7 seat.

'Shrug'. OK, you want to think that, you go trade on it.

Back to 160.My estimate was that IAG would reach 160 by the end of the month. It actually managed it on the first trading day of the month, but struggled to go further and has just recently been wobbled with the fed announcement unknowns. Now all that business is out of the way, for now of course.

What to look out for. Well, as results come through and debt levels are revealed, we may now be entering the great consolidation zone. Something I think omicron delayed. It is widely commentated that there will be a lot of change with some airlines going under, mergers acquisitions and so on. Air Europa for IAG for example. IAT is coming back as Alitalia, mmmm..... so much for the EU competition rules. I suspect the next couple of weeks leading up to IAG results could see more and more speculation about changes in the sector. Some of it will be due to money but some will be simply due to pragmatic business to take advantage of the recovery and ensure not being left behind and going under.

For me and IAG shares, so far I see the sp exactly (literally 160.00 as I look at the screen!) where I expected it to be, so everything is now whether IAG is going to pay down the debt with revenue over a long extended period of time, raise money through the market to reduce debt quickly [which may or may not dilute shares and may or may not be available to retail investors] or go for a quick return to divs by calving off a large chunk of the business [selling off BA for example]. Second guessing any of this is very difficult so it will be a case of me deciding to keep a wedge available and hope for the best. I suspect the big decision will be made within two weeks for me. In the meantime, since the RI still hangs around I don't want to get caught out or release funds from other stocks so I will be staying out on the present evidence for another two weeks.

yidade, I say gold as a kind of typical safe haven, I'm sure these days it is far more sophisticated and could involve bonds, commodities, metals, futures ect. The point being those hoping for the fed to say March hike is 0.25% didn't get it and moved their money elsewhere for the moment.

One interesting thing to consider though, the Fed could still do the rise in March. It isn't explicitly ruled out in the same way it is not explicitly ruled in. Their could be some sudden volatility in the markets with sudden rises. My money is on the fed has not made a commitment and will move without warning and possibly bigger than 0.25% without warning. But that investment strategy is above my KFC bargain bucket pay grade.

A bit of flaky paint. I am confused. This is a real world reported issue. Are you seriously suggesting that issues like this should be just ignored, swept under the carpet and pretend there is no issue? How precisely does that help anybody?

You are clearly an amateur trader Danphonic based on a number of your posts. The market will not construct particular narratives to suite investment strategies. Cold hard analysis is the order of the day to try and second guess what the iis will do on auto traded shares. Issues of 5G problems, paint problems, landing gear problems, advisory notes from aircraft manufacturers; all of that background noise is regularly researched from a wide variety of sources to spot the problem or advantage for quick investing.

It is the 360, trading without it is plain and simple gambling and the iis will always win on that one. The stock market is a very efficient machine to transfer money from gambling rainbow chasing pis to the iis. You seem to only want to hear a news narrative that confirms your investment choices and beliefs. You need comforting and stroking. You are a high risk for being bled dry by the iis.

The market will not 'shrug' off the fed delay as you say. The markets want to see action against inflation. The fed has been expected to begin the hiking of interest rates. It was a question of when. The market expected March, hence the increase in sp yesterday. But the fed did not confirm March. Those in stocks, airline stocks, expecting March have moved their money out - I would say mostly to gold. The sector has about a 2% dent from that. That is how much money takes the def decision as not good for their strategy. With the fed out of the way as the timetable now appears clear, the job of investing according to the conditions surrounding the sector become dominant. Some new money comes in and takes up some of the dip, maybe for medium holds, maybe just day trading. The sp will now react more to sector dynamics, more countries removing testing, more removal of testing and covid restrictions. And the sector will also react more to other significant events like war! The sector is strong, money should continue to come in and the stock become increasingly scarce and therefore more expensive. War is less likely than likely (imo) and hints at deals will also help.

https://www.airlive.net/breaking-the-door-of-a-british-airways-boeing-777-has-been-ripped-off/

HR wants a word with the dispatcher, lol.

mmmm early doors, market not liking fed delay in starting the hike in rates. Will see if the dip is smoothed out with new money over the day but there is a definite shift from equity to gold. After today, once the fed news is flushed through, should return to seeing prices reflecting the sector news re travel and for individual airlines. Can't really do anything today but sit and watch while the iis shuffle their money around.

https://www.bnnbloomberg.ca/easyjet-starts-to-scale-up-capacity-as-omicron-curbs-recede-1.1714024

Go here, not so much for the story but for the picture. The aircraft in glorious hot sun, the trees bulging with full foliage - you can feel the heat and the buzz of full aeroplanes at a busy airport.

Those days are coming back. I no longer see the light at the end of the tunnel. I am standing at the exit about to step outside into the wide open landscape.

All I need now is a major takeover bid of Easy J with a 50% sp jump and I'll be a happy bunny.

This is why leaving the EU to find a solution to the Ukraine is a very bad idea, identical to the Balkans debacle. It is difficult to get them to agree with each other, vocal reluctance to commit to boots on the ground and Berlin's offer of help? To send a few thousand helmets. Seriously. 5000 helmets. And these clowns are going to fend of Putin and the Russian army. With 5000 helmets.

"Risk of escalation: The idea of a military training mission was first floated last year, reportedly with the backing of eastern EU countries — but Italy, Greece and Cyprus warned it could escalate tensions.

While Kyiv waits … Berlin announced it was sending 5,000 helmets to Ukraine. But local media reported Kyiv had requested 100,000 helmets and armored vests."

https://www.politico.eu/newsletter/brussels-playbook/ball-in-putins-court-rule-of-law-eu-to-sue-china/

Meanwhile the EU thinks it is really good idea to start poking China with a stick like China is some sort of third world country living off EU handouts and will jump whenever they are told or they won't get their bowl of rice. The EU is a very dangerous organisation with it's own self-importance.

"long-run recovery stock IAG shouldn't be affected negatively because of an interest rate hike"

A rise in interest rates isn't going to affect a business with 13 billion in debt? I think a steady hike in rates over the year, which the boe will surely follow, will definitely show up on the balance sheet.

On top of that, the date that dividends will return is a long way off so why would iis put money into IAG. I sense a bit of wishful thinking here. The critical bit of corporate news to follow will be the early repayment of the government back loan late last year. That allows divs to restart and only then will the iis that bailed at the start of the pandemic return. A lot of pension funds and wealth management rely on dividends to make regular client payments. Day trading and speculation only makes up a part of the wealth creation.

The fed didn't name March as the first rise, just that the plan to rise US rates in increments is re-confirmed. The market was wanting firm news when the first hike would come and hasn't got it, therefore action to control inflation isn't implemented in the US yet and so is hanging in the air a bit so the market will not be too happy with that.

Pax numbers are not growing as wanted transatlantic, and this sort of competition along with the budget, phoenix, and legacy vanity carriers is not welcome. Any competition hits the potential income to some degree.

https://worldairlinenews.com/2022/01/26/icelandair-and-jetblue-further-expand-their-codeshare-partnership/