BA
3 tracked calls · 3 long · 0 short
first called by All-In Podcast 7mo ago
LONG4mo ago
“we need to plus up... we're still, there's still a large degree we're fighting with 1980 Cold War weapons”All-In Podcast
Decades-old US arsenal must be renewed; munitions and aircraft due for a plus-up cycle
BALONG@ $227.87
$223.74-1.81%
since call Mar 6
LONG6mo ago
“So we're always helping Boeing. So the guys, the senior executives of Boeing follow me around like a puppy. Because every time I do a deal, and if you look at…”All-In Podcast
Boeing rides every trade deal as forced jet purchases get bundled into bilateral agreements.
BALONG@ $231.84
$223.74-3.49%
since call Jan 9
LONG7mo ago
“Boeing, the largest employer there is increasing their plant by 50% for the dreamliners, result of the trade deals, but it's also part of the tax deal.”All-In Podcast
Trade deals plus full expensing are driving Boeing to expand Dreamliner output 50%
BALONG@ $215.29
$223.74+3.92%
since call Dec 22
peak +3.9%