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"All Systems Go": Goldman Sees Improvement As Boeing Turnaround Gains Momo
"All Systems Go": Goldman Sees Improvement As Boeing Turnaround Gains Momo
Boeing shares jumped as much as 5% after the company posted a smaller-than-expected first-quarter cash burn and delivered the most aircraft since 2019 (outdelivered Airbus for the first time in years), reinforcing the view that the turnaround is beginning to lift off. The CEO's earlier comment was "all systems go," while Goldman's initial read on the quarter pointed to "improvements."
First-quarter earnings results show Boeing is gaining traction and is set to ramp up 737 production, a key step toward...
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May 5, 2026 / Tyler Durden
The Petrogas-Dollar: Symptom Or Strategy?
The Petrogas-Dollar: Symptom Or Strategy?
Authored 'No1' via Gold and Geopolitics substack,
Three people sent me Richard Medhurst’s petrogas-dollar piece this week. I read it. Twice even.
There’s a lot in there that I feel is correct.
The chronology of the Levantine Basin deals.
Cheney’s 2001 National Energy Policy.
The roughly $35 billion of Chevron contracts signed across Israel, Syria, Greece, and Cyprus in the past six months.
None of that is in dispute.
The piece is, on the facts, broadly accurate.
What I think though is that the reading of those facts is faulty.
Some history.
In 1944 Bretton...
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Mar 26, 2026 / Tyler Durden
Iran Earning $139 Million A Day From Oil As Hormuz Crisis Locks Out Rivals
Iran Earning $139 Million A Day From Oil As Hormuz Crisis Locks Out Rivals
By Charles Kennedy of OilPrice
Iran’s oil exports have not collapsed and are fetching much higher prices than before the war, handing Tehran handsome extra revenues from its crude, which is the only one unimpeded from transiting the Strait of Hormuz.
Unlike all other Gulf producers, Iran is passing its oil through the Strait of Hormuz and its export volumes remain resilient. Steady volumes and higher prices have been bringing millions of dollars of additional oil revenues for...
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Jul 29, 2026 / Tyler Durden
The Mamdani Grocery Grift: NYC Mayor Sells Taxpayers A Bill Of Goods On City-Run Stores
The Mamdani Grocery Grift: NYC Mayor Sells Taxpayers A Bill Of Goods On City-Run Stores
Authored by Jonathan Turley,
Last week, Mayor Zohran Mamdani’s short stint as a faux president ended with an embarrassing acknowledgment that he could not, as promised during his campaign, arrest Israeli Prime Minister Benjamin Netanyahu.
So, this week, Mamdani the Grocer made a reappearance, with details on the five city-run grocery stores that he will open.
But rather than deliver discount groceries, Mamdani is selling New Yorkers a bill of goods that will cost them millions.
What Mamdani described...
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