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Divining wooly views gathered amidst shaven sheep hither Withered over swithering stalls denial state of dither Truth be told frank pens naif soliloquy Safe as house path hath proven treachery Steer clear of herd social immunity Distanced readily available data parsed trendily Blinks recount lost meanings earned from strife learned through catastrophe Graft retained splices tour de force movie Analyzed improvised differently Can't regain past yet relive history Elder protocols reference frames with specificity Documentary denotes concise recusant heresy Fish stink emanates spoils unquestioned head Rather than responsible gods chose dead Lightning rod shields guide flash EMP spread Relevance revivalist revived rival survivalist Diatribe analogous corroborates ridiculous Atoms congress fortuitous naught sea Devoid self restraint officiates ye Fitting new attire inspiring streaking Who protects us whilst we pay for havoc employ they reeking Hypocritically childish generally speaking Handshake implies word registers advice Modern intelligence is artifice Every three steps forward step back twice Deities influence me aloof aligned schism in rhyme Mother Hera ewe chimera godspeed breeds failed design Bell weather brethren splay scapegoat supine Veil of illusions enmesh conscious mind Can't feel my legs good help is hard to find Hawk departs from pleather glove turtle returns grounded dove Counteract abet anyone lapped them twice yet still they won Titans once asked before taking QE With us or against me democracy Issuance debt free usury for ye Soon to be impacting all interested negatively Cyclops blissfully fail to see plague kills with leniency World saved through open window tsunami Backdrops distinct radicle uprooted Restless tartarus not I confuted Reputed gambler prophet of doom rigged mind meld welds my tomb Despondent preach not gloom be democratic or leave cocoon Imploding race exploding time and space Unfathomable depths shallow measures Glasses adorned rose reflective pleasures Erratic compass static attained gains unsustainable Emphatically all ages deal unascertainable Sentiment key to public interest Democracy assess Big apple bests Guiding hand meaning Pantheist behest Seeking one's fulfillment complements of demagoguery Building baseless pyramid in name of Great Recovery Hallucination merits upheaval Remit repreival persecute venal Sufferance from nescience trumps all evil Yon morrows martyr covets this abysmal cross commuted Tread on entrenched fear submit control guiltily included Govern is to rule as meant to intents Resourceful proxy heir establishment Record rallys infer where loans were sent Pristine colosseums reared commerraderie Fed rum bread Dropping said crumbs returns dread Which nevermore nary imbeds Insolvent casino scenario House always wins with my reservation Sharing the bulk ignites indignation Transparency Which critiques subtly speaks Feds peak repent Weak covenants contained slain whence Green peripherals were went Theses Ben delivered on depression Maestro museum managed impression Keynesian intervention harped dystopian opium Appeal to supremacy bandwagon psychology Latin arguementum ad nauseum Better than expected mass approval Refuse discard fantasy removal If you audited our books write off markets on the morrow No one do we answer to where wheelbarrows go we borrow Sciences religious mythology Philosophised finance dichotomy Genetic archetypal entities Conversations incidental informations monumental Facets fawned fastidious selfless attires instrumental Minions mimic Socratic opinions Authority inbred majority Consider selves distinct minority Yield to ye inferiors subjectively superior Mechanisms failing sublimation with interior Greeks conceived benefits in politics Propaganda versed all in rhetoric Dwelled anarchic run redeem autarkic World perceptions inconsistent to obtained views of my own Optimism timeless shown fantastically overblown Fate collapses upon observation Ostriches banked on unexamined lives Perturbations quantum fluctuations Foregone measures austere pleasures enforced authenticity Cessation trepidation ensures no future certainty Whilst known speed and position now in sync One makes ye taller yet none make me shrink Doth not know thyself yore on the brink Fulfillment will not quail forbidden face of foreign dangers Entrainment derailed arranged marriage twixt incomplete strangers Birds of a feather flock with the weather One marked to market worth two under Bush Lemmings allegedly demand a push An existential exercise spins nihilistic nightmares Nonconformed confirmed uncomfort spirals condescending stairs Slaughter abolished pig sucklers now fly Fed up rich bullshit Which lies upon lye Doth need not for lipstick ride we bone dry Left to right wrong motivations paved by best intention Pound me with the cure denounce flesh as impure meets prevention Overdue elixir panacea Gold in led stead transmutes alchemist Fed Spirits confirmed in actions idea Though hungry swine will freely plow fall submissive tow the line No offence is meant whence I commence casting pearls before thine Lead thee to sustenance soon thou shall find You feed a seed of rage contented caged That Which hath been remains yet to be seen One finds upon a wander from yon cave we've left regression Whence without luminescence stem outlandish such obsessions Actualized self's realization Fasting of heart leaves no trace of ego I fell here from Olympus apropos Upshot in authenticity shows secure survivors test Where indiscretions excesses discretely are repressed Desperate knowledge grievous awareness I first blew reed pipes but then I digress Values eroded integrity Climate corroded ideals irresponsibility Satisfied my agency autonomous capacity Bet Dow hath finally had a bad day Bear in mind they will say twas anway Old high still standing gold stones throw away Shorting shooting slope of hope enormous towers treacherous Each new era crashes in increasing half glass emptiness Overabundance deserts time delay Accounts inner morality decay Strength in pessimism fear forfeits right Dusk withdraws from sight as shade is drawn over dawn's early light Narcissistic psychopaths inherited the earth our plight Quarrying light inspired murky night flee Ye gods laugh heartily ridicule me Reckoning another day mine shall be Subsequently I subsist shifting this rock as Sisyphus Future pulls upon me as due ration to minus remiss I'm half crazy bicycle built for two Network circuitry daisy chained to you How do I know what is reel to be true Gather input sensations scrutinize for degradation Dissembling dissemblance as lacking in resemblance Singularity prophesied end be Less threat than icons presently envied Graven is our image in our idol Misunderstood system holds revolutions banked on bridle Give me dominion over doe I care not who makes law Hegellian dialectic shock and awe Fixed moments instability move becomes necessity Moses leads bull rush reeds deceptive swaith Crisis opportunity incompetence seasons good faith Fallow plot begot furlough shrieks foul wraith Yay though I plod through the valley of death Evil gives comfort my rod and my staff No fear preparest for my enemies Parasitic symbiotes surviving vicariously Job gyrations exploitations sloth thrive ubiquitously Unnatural select evolution Bad apple genes rot barrel pollution Big bang extends concussions extrusion Elude intrusion neath tapestry relay inscribed decree Conspiracy theories deliquesced evidence coalesced Duress dressed as justice undue process Reduce the law to writ for oversight Infinitely rules stretch fractally tight Dollar press lever Wizards tweak whence practised Which deceiver Feeding frenzy at the top on last chair hot potato drops Animal farm irrigation believer Cuckoos in nested loops launched retriever Social ecological equity Fauna all created equal although some are more than most Perched aloft nights sleepless roosters backdate options after posts Tell a vision avulsed exclusive boasts Foxes bird box hens fake news oven roasts Occupy Wall Street greeting champagne toasts 5G technology expandable densification Cameras considering Laws actual ramifications Depressions perpetuate FOMO motes FIFO Ponzi scheme boat redeems fresh float Gloat sessions connoted roat smote through goat Destructions need demands feed for Which Fed never hesitates Beyond salvations hope for damnation destined reprobates Wolf in sheep's clothing with diplomacy Bragging best ever broke economy Pre warned of bubble in candidacy Memories impeach me markets relapse collapse candor Black and white deliberations compromise grey matters or Burning empire riddled Nero fiddled No new under the sun any longer What doth not kill my will makes ye stronger Suicidal quarantine commit sheer to absurdity Crash course in urgency suspends to decade Odyssey Engulf journey as is illusory Entailed magical curtailed mystery Reproduced sequence spawns duplicity Great truths infect minds space whilst time distorts fabrics ablation Balanced scales duration dual edged knife grinds calibration Wildlife exhumed landslide menagerie Submission supports popularity War of attrition print press edition Release Kraken abridged dictations unredacted memo Cognitive mind is least informed second thought tis last to know Feedback iterates habitually Zombie apocalyptic shopping spree Animal myriad corroboree Discrepancies adorable approaching deplorable Configured integrations simulate exaggerations Conceptual reorganization New century frail clings frayed to pale past Dot com bust imprints last iconoclast Tragic disposition anchored significance within story Spherical lyrical expository mourning glory Expansion dominates fertility Appropriate most apt utility Bubble envelops errs infinity Bold ignorance advanced hind sights distilled new high arrogance Underlying trauma repeats cycle till addressed complete Sublates convergence becoming congeals Cavernous kingdom stalagmite conceals Peer not in mirror prefer not appeal Sew a thought in hope to reap an action something real to feel Neverland begotten old whilst kid futures are oversold Life lived not lest bits of bites record it Biased suggestions imbue news reported Syrinx sears titans with my brand of creed Written word ceded all forgotten need to practise recall Calculated math skills lost computer brought thoughts holocost Ensconced by lantern hung from beam of straw Helios heals blow of iced ages thaw Loyal to natural attributes raw Extraordinary delusional madness of ye crowds Trot proudly upon road to serfdom congregations praised aloud Brave was this new world before eighty four Hunger games in store jaybird tweets that score Jehovah bore witnesses door to door Insure myself against four horseman paid my tithe expired spent Sow ears flying high on credit barely do I afford rent Time unwinds quickly at least doth for me April showers levee spring bankruptcy Litres live forever in latency Bailing water steady rising deep subterraneously Foresee floods invest in arks of financial calamity Extraneously Rome's blaze radiates Simultaneously Fed Witches toiled Slow perniciously satiates frogs boiled Crisis constructs messenger of sordid too tongued character Stocks which rise so should slide chosen goose footing egg opposed side Federal innovates imbibed bribed state Reserves umpire status hunched hind home plate Falling knife of fear impaled atmosphere Short bets squeezed rife barren years unfruitful bleeds contango wine Inverse ETFs unprecedented reverse splits declined Nothing it's equal creature without fear Can't fill hide with harpoons or head with spears Mire strive dire try pull in Leviathan Endless procrastination doth avert intent deflation Unclear when routes passage appears clear as destination Sorrows station seems my inculcation Divides built up babble between nations Seven trumpets summon revelation Electrostatic circumstance transmits catalytic twist Substitute reacted chemical transmits platonic tryst Ironically passion not my goal Ionically bonded blending coal Mirrored dipole roll poised down rabbit hole Experiment first ever repeats Laws defraud endeavor Mississippi reflating dollar debt exchange creating Wealth effect transfers helicopter drop Fracking reserves crack too big to stop Ineptitude or evilly adept Calm filled the room as elephants silently drowned in tar pits History Which hails tense whence Fed injections flew to market Lucrative house flipping stained soil carpet Real reign swamp purge comes to street again Broken window theory frisk fallacy Destructions need graciates feed for Which Fed never hesitates Seven headed hydra twixt blaspheming regime duplicates Purgatory epic allegory Apathy lacks worry for avoidance Dreams annoyance recurring clairvoyance Complacent consternation burns concerned capitulation Catacomb further catenates future pyroclastic blasts Install a new partition date saved last God creates man's imaged eternity Man made device for immortality Only way to beat life be articulate as dead machine Foiling might be finding wanting nothing just as pleasing Emoted thoughts and deeds confer disease Viral joy contained anxious unease Communicable known uncertainties Mention stoic abstention receive lepers reprehension Addend subconscious attention suchness sought destination Protectionist tribal groupthink ensues Misdirect blame profane color thou choose Divide and conquer plan by Jove we use Minting for a living tis nothing short of scintillating Weaponry mass produce we entropy disintegrating Rebirth essential in this finite trap Technicals crucial analysis map Impulse mined collective wiretapped caps Souls endless extrapolating each threshold encapsulating Mutually affecting Titans ever overreaching Battles march business no fight beseeching Cyanide reaction gold is leaching Settle for distraction Athene’s teaching Shares fabricate infrastructure bonds for manufactured war Master in ways of deception weaving fleece her predilection Declined vine illustrates interjection Fundamentally ye add furthermore Whole vacuus nature I find abhor Each new day opportune to go by street sideshow pundits shout Marginally most will comply seek aggressive salesman clout Run through stampede proceed in funnel out Mosaic tile code mixed mirage mud grout Worm abated hook ate some fat cat’s trout Informed when glad relate when mad great is not the worst we've had Next quarter rates Which inflates translates to direct tabled fate Disinformation chads dangling depart Troublesome travel when horse pushes cart Trojans craft driftwood regifted as art Taken rate decision interest always is a given Approached encroachment infringements lunged impingement I expunged Spell manifests as living hell digests Calcareous sponge absorbed rimstone plunge Cookbook to serve lamb seals underhand Sinter sauntered asunder plotting pillage of my plunder Attack technique intervenes quoth slighted victim claims obscene Cried mystified feeling such waste sprayed mace Save face retrace find safety inside shrouded space Access filter modified denied trash storage verified Angels four spew brimstone fire scorched ingress half expected less Trick talk turns back clock players profiles rotate roles resume Covertly campaigned defiling my name Creations Instigate destruction Erupts surreptitious instruction Bewildered heard shocked embrace loomed Gates of Hell gauge WHO won race Military missionary hold prostrate to vaccinate Chaotic Kronos ordered time consumed Stow stoked fumes subsidies gave the gods room Whilst land of the fraud is home to the knave Babylon of living nonexistent through the golden age Cassandra of this stage ilk ignores inklings of alarmed sage Chicken little forebodes sky is falling Rope a dope fades rationalisation Brittle doth be fragile ye recalling Loquacious news needs slews feigned of disambiguation Mendacious or fallacious contagious be implications Butterfly flapped wing doth not move a thing But a gnat perhaps who's too GAD to fly Financing is how but where is the why Important that all patriots patronize conquesting troops Dodge ye head stoop as pooping eagle swoops Most dismissive uninspired missive Perceptually far too derisive Guiding hand not apparent visual Missing cash flows continual residual bottom lines Pinnochio hopes to know Which ideal conjures growth sublime Dendrites potentially stimulate spine Titanic torrents mist venetian blinds Decidedly distort bilked disincline Writhe in through chasm in awe open wide Formless figures summon uniform pride Dismiss discontent conveyors subside Tributaries dispersed springs knowledge trees freeze molten ore Splintering sparks displaced thick dark coruscate tangible floor Cumulus clouds of primordial dust Question our senses in sun god we trust Sifted silts produce thunderbolts of Zeus Oval elliptical orbits the folds tidal tendency Blue sphere girds spoken word breathed clay Boulder Forge Company Quality moulding is job number one Caste mass producing consumes many sons My duty to ensure we always run Figured would be a piece of cake more at work than give and take Thought this would be my big break but not knowing literally Apprenticed construction now I maintain Composite skill same commissioning game Swim or wallow in Uranus disdain I made the trade not for reward nor deemed security Only gospel guarantee is confidence in mastery Tasked to sit in a chair contemplate stare Crosswords in wait for a breakdown repair I study craves of machines which behave Rhythmic clang links chain react percussional power set free Insatiable harmony piques morbid curiosity Beast belly bowel bubbles belch smelt death To quota of product do I owe breath Economic cauldron of corrosion We operate Vesuvius ungodly hours breathing brine Facilitate yon amplidyne oxygenate lavas shine Steering eather into three cyclops cells Myopically they motion for me when cycles in chaos my sirens knell Lion hearted as Hephaestus take knee before crucibles hearth Examine vitals symptoms prognosis deduce further impart Volt amps transcend times root of three powers Frequently electrons ebb in order Arc bath gives rise to hot molten showers May bring flowers demonstrate my will in accord rewards her Athena is truth incarnate dream she is a movement Immaculate perfection possessed no need for improvement in her coveralls Wert she to eaten apple I befall Sand disseminates beneath hourglass curves she manipulates How could I anticipate Rapt hints had she to intimate Roots hypotenuse squares summed pendulum Enlightened visions profound pit this plum On que she hooks her thunderbolts so ample in restriction Destabilized my volts despite my amping up conviction Magnetisms repulsive attraction Bipolar feedback generates action Machining floral dissatisfaction Narcissus is spring can't this robot tool be taught anything Recommence imaging thine vault undermined after fault Intuit as her nuclear annihilates tumult June accusations forced violation Vulnerable to invalidation Confrontations repudiation consents allegation Placate June”s wells breached swell fore July conflagration Use wu wei to vacate situation But weightless behemoth ate all greenbacks Can’t manage exit not even a crack Inward forays shunned malfunction unknown overgrown morass Cult of quantity all students get a pass coach seat class God’s walled over all access to egress Those who cannot do are experts at best Past practise succeeds failures teach what needs Viridescent pools dilate grey eyed dubious stressed madness Feeling she was slighted by my passage through her nucleus Disinterested I had disinterred Down period Kondratieff winter Intrinsic tragedy all fairy tales end inherently Gave me what I wished for in a way I was not hoping for Destiny permits paths forbade How shallow wilt thou will wade PCB cesspools black bile pitches glue Smoldering sand dune trenches shore magmas excess residue Admit this time smashing cymbals whilst cyclops wert drumming too Keep the fantasy alive in my head Earthquake take other route instead Always say they never saw it coming They did In Herculaneum still their brains steamed in their skulls Summer solstice solace lulls lava ladles plentiful Cumulative studies validations Inseminate process degradation Trying not to mention my invention Bending toward normalcy absorption emits diffraction Inverted perceptions withdraw inflections from emptiness Perplexing she rejects ram intellect Anecdotal evidence cached respect Zip plans to stockpile cognizance combined Designed secret punishment to circumvent I resigned Recollect for instance cognitive lessons in dissonance Logic accepts one view perceived of two Pit of mine stomach whence knot always knew Treasonous betrayed lion taming shrew Spite cleaved interface continued dutiful onward pace Humiliations goal wert to replace cheers with disgrace Orchestrations untold meticulous Malevolence is still in existence Narrative streams unfold conspicuous Childish bliss unscrupulous epidemic Narcissus Invasive species multiplied since Zeus supplied his sun’s abyss Affect change rather than effect ere cause Gaslight obfuscates reasonable laws Tall tales half truths edged lies by omission Unwary reprehense motive intents of recognition Splitting of the faculty augments a new reality Fight freeze or flee options only three Trials choose middle choice typically Stockholm syndrome captors figured friendlies Volunteer for brunt of blame acquiesced toxic shame domain Raging stirs steroid cortisol adrenaline cocktail brain Idealize devalue sudden discard Benevolent dictatorship abstained Without the faintest regret or regard Figured she was playing me but never thought she'd try so hard Had a little influence pummeling blacksmith into bard Feeling flashback symptoms PTSD Reflux acid regurgitates anxiously Facilities shut down my apogee Estranged entanglement is indiscriminate vicinity Projection deflects inspection detects proffered rejection Upon reflection I/O failed connection Reverse detail switched doppler direction Attacked mine tranquility enacted thine stability Great relationships determined by good portability Amor Fati defeat of agony Heroic transitions affirmation Chinks of crevasse evasive to bypass Labyrinth strings web of deceit light and dark unlikely meet Shadows reconnection Schadenfreude revels surrection Maze ambled afore trapped in Minotaur Disintegrating reintegration Unfurled divest individuation Emergence of self under siege August surfacing intrigues Sun god aims retribution penetrating air dilution Perpetrating vengeful execution Cyclop's blindsided coming attraction Apollo's exaction vents extraction Redress reclaimed door discharged from mine chore Concussions cavitations roar gaff retrieved my staff from shore Gangplank fastened transit for deck from wreck Embodied under mass gravitation Nothingness consistent contradiction In retrospect ahead investigate that Which is suspect Chastened flaming embers titillate orange September moon Hastened retreat not an instant too soon Burgeoning three wave prosperity shewn Wave five trait mimics Echo past monsoon Perpetually parallel dramas punctual insane Aphrodite's inception purged migraine foam seethed fire in vain Twain hath liquidity trickled down drain Consult oracle ogle tangent plane Bow to stern brood tempestuous coxswain Demurrage fee aptly sought to regain lay of way terrain Masked my gnashing lion waves stumble as they spread before me Mountain rubble crumbles bloodied red sea Locusts cannibalistic commotion Uncanny notion overt devotion Fixed betwixt twin scorpions stings subtle by a hares degree One longs to age as seas submit one hole subliminally Desire loves desire more than that desired Overtime I find wanting displeasing Fuel to fire Aphrodite’s teasing Symptomatically nymphomaniac releasing Random cosmos berth patterned beyond cyclic perimeter Doth not feel momentum ye be the tide Volume reduced ambient limiter Futile to resist flow fatal to ride Impressed by the strung rope ladder of unquestioned good status Doctors orders therapeutic regressive Hedonism Bureaucracy forced parentalism Founding fathers Titan nepotism The health preventative catechism Give only to take away to give again another day Rewards gods some token compensation Anyone here not get paid besides me Red light starboard wax eared crew rendezvous Bounded by my sacrifice to irresponsibility None of the other prize winning players gamble here but me Battened down fear gauge groups psychopathy Ever since world went into bankruptcy Call for Panic Zeus black masked his swan song Yarn for youthful innocence gone stick slip traction moves this throng Tread borderline separating time providing till from when Uneven Titans tip unbalanced ships Dualities tune unity in trine One thing I did learn when within confine Whom hath desire for nothing believes doth not need anything Misinterpretation required missing zero still a thing Axons bemoan sequence of no return Feeling slight injustice step forward commandeer ambition Venus akin to mine headache just better known rendition Under spotlight favorite position Internally propelled by externals Take this Autumnal equinox swear on the cross tis vernal All the gods explicitly sing chants how lucky I must be Bring Mordor back to toss this precious ring Prospect she fertilized inferring seed Open union upon Which we agreed Karma conflates heavens gates contrived in Pandemonium Green shoots elate consummate concerns inspire Pavlovian Theories cosigned conspiracies maligned Impermanence ineffably refined Ignorance binds energy disinclined Universal conception pride of self love contraception Trying to be pliable but find it reprehensible All dispensable Great Complacent Sea Sizing words wisely rids ostensible Lies the only guise now found comprehensible Prophylactic allude to didactic Though whilst I work at chore she’s Ares whore I snagged them embarrassingly naked afore gods before Yellen Helen neither nor wert worth war Bowl of wrath judgement ignored poor decor Titans empathizing with swimming clothes In her throws she extolled excitement being extra exposed Far be it from she to assume joint responsibility Exponential debt credits game theory On that we agree tis rigged currency Opportunistic imperialists Propaganda grasshoppers enlist ants backbone socialist Can't remember when gathered last had a say any matter Other nations forfeit right to do it Export of inflation needs conduit Concert donates borders New World Order Blockchain came about when drunk bartender could not reach the spout Yahweh will control all money now they have it figured out Waiting for my minute to be clever Stamp my name on the gods minds forever My switchblade really needs to cut them off No clue what the gods know only that they need to run the show Narcissistic parasites charisma lands entitlement Vampires nourish roots to stunt encouragement Protocol enticing invitation Condemnation staged cooperation Intolerable acts left no coercive tea leaves intact Coven of bag passing Witches gave chase across red waters Need another nine stitches sons twixt daughters Waiting in the balance moment of force Hatch guillotine MRI triggered source Soaked up dripped Wyrmwood postulated solvent tasted good Full equilibrium half ballast set assail for malice Octobers placid benign chilled chalice Brain scan photocell senses light all is well If instead bulb shows dead off with thee head Also as a godsend bonus honed mom’s splendid jury throne Captive chaperone audience fettered judgement chains inlaid Skipping to a Witch hunt after masquerade Topside upper deck on the promenade Propellor fashion later ohm made blade Behooved turtle jail sac tail flailed back satyromaniac Passionate parade personifying Nature of tirade Horney gimp hind quarters brace graced limp Llama spitting image of Obama Clinton's dole out cigars contribute scars All guests in attendance dressed as promised change we forget lest Salubrious familiar strangers grooving Harvey Danger Politically free redundancy Reagan closed asylums threw away key Identity hath no cost found when lost Consolidations vibrate quantized sinusoidal noise Pullback hull triangulate alow by my device and Echo Feel lonely frost amongst the other masks Survival is appeasing to their tasks Remember November elect Semper Meaning faithful to all members not just only archaic On the way to office run your head through photovoltaic Vanishing quickly old liquidity Seven plagues capsized immortality The line hath paid out to the bitter end Too big to sail exhale replications glorification Night zeniths elevation nadirs sun's regeneration
MCU Movies Behind the Scenes Facts *Wanted to do this for fun* Day 1: Iron Man
So i'm going to go on IMDB and look at each MCU movies behind the scenes facts and POST THE MOST INTERESTING ONES here, I will post each movie a day instead of what I did before where I did 10 posts, I will start with the first Iron Man today and each day will be the next MCU movie after it, ending with Guardians 3, if people like this and want me to do the Netflix shows, Agents of Shield and Agent Carter, please let me know...OK....let's start
1. The script was not completely finished when filming began, since the filmmakers were more focused on the story and the action, so the dialogue was mostly ad-libbed throughout filming. Director Jon Favreau acknowledged this made the film feel more natural. Some scenes were shot with two cameras, to capture lines improvised on the spot. Robert Downey, Jr. would ask for many takes of one scene, since he wanted to try something new. Gwyneth Paltrow, on the other hand, had a difficult time trying to match Downey with a suitable line, as she never knew what he would say. 2. Paul Bettany has never seen the film, and is unfamiliar with the plot. He said J.A.R.V.I.S. was the easiest job ever, and it was almost like a robbery, since he only worked for two hours, got paid a lot of money, then went on vacation with his wife (Jennifer Connelly). 3. Agent Phil Coulson (Clark Gregg) was originally a much smaller part. In fact, the character at first was only called "Agent", and as filming went on, and it became apparent with Gregg's chemistry with all the other cast members, they added more and more scenes. 4. Director Jon Favreau wanted Robert Downey, Jr. because he felt the actor's past was right for the part. He commented: "The best and worst moments of Robert's life have been in the public eye. He had to find an inner balance to overcome obstacles that went far beyond his career. That's Tony Stark. Robert brings a depth that goes beyond a comic book character having trouble in high school, or can't get the girl." Favreau also felt Downey could make Stark "a likable asshole", but also depict an authentic emotional journey once he won over the audience. 5. To avoid spoilers about the final press conference, the extras were told that it was a dream sequence. 6. Tony Stark's computer system is called J.A.R.V.I.S. (Just A Rather Very Intelligent System). This is a tribute to Edwin Jarvis, Howard Stark's butler. He was changed to an artificial intelligence to avoid comparisons to Bruce Wayne's butler Alfred Pennyworth. 7. This is Marvel Studios' first self-financed movie. 8. In an interview with Britain's Empire Magazine, Robert Downey, Jr. thanked Burger King for helping him get straight in 2003, with a car full of drugs. He had a burger that was so disgusting, it made him rethink his life, and dump the drugs in the ocean. He repeats this, with his impromptu sit-down session with the press, upon his return from captivity. Burger King also promoted the film with toys based on this movie, as well as the sequel. 9. Jeff Bridges said he felt really uncomfortable not having a script or rehearsals, since normally he is very prepared, and knows his lines to the "T". But realizing it was like he was in a "two hundred million dollar student film" took the pressure off of him, and made it fun. 10. The Iron Man (1966) theme track can be heard in the film on several occasions: in the casino, in Stark's bedroom, and as Rhodey's ringtone. 11. Roughly four hundred fifty separate pieces make up the Iron Man suit. 12. To prepare for his role as Iron Man, Robert Downey, Jr. spent five days a week weight training and practiced martial arts to get into shape. 13. The roadster on which Tony Stark was working is owned by director Jon Favreau. 14. According to Paul Bettany, he did not know on which film he was working. He merely did the job as a favor for Jon Favreau, with whom he worked, in Wimbledon (2004). 15. This is the last film special effects expert Stan Winston completed before his death. 16. Jon Favreau celebrated getting the job as director by going on a diet and losing seventy pounds. 17. Four hundred extras were meant to be filmed standing at Tony Stark's press conference, but Robert Downey, Jr. suggested they ought to sit down, as that would be more realistic and comfortable. 18. Stan Lee, the creator of Iron Man, had originally based Tony Stark on Howard Hughes, who he felt was "one of the most colorful men of our time: an inventor, an adventurer, a multimillionaire, a ladies man, and finally, a nutcase." Robert Downey, Jr. further described his portrayal of Stark as "a challenge of making a wealthy, establishmentarian, weapons-manufacturing, hard-drinking, womanizing prick, into a character who is likeable, and a hero." 19. An early draft of the script revealed Tony Stark to be the creator of Dr. Otto Octavius' tentacles from Spider-Man 2 (2004). Octavius is a villain from the Spider-Man comic, but at the time, this wouldn't have been allowed, as Sony was the film rights holder to Spider-Man. However, Sony and Marvel agreed to share the film rights to the character in 2015, with Spider-Man/Peter Parker (Tom Holland) first appearing in Captain America: Civil War (2016), where he's introduced to Tony Stark (Robert Downey, Jr.). Downey reprised his role in future Marvel Cinematic Universe films alongside Tom Holland as Peter ParkeSpider-Man. 20. Jon Favreau shot the film in California, because he felt that too many superhero films were set on the East Coast, especially New York City. As of May 2018, only seven of the nineteen films in the Marvel Cinematic Universe have featured New York City in some capacity. These being The Incredible Hulk (2008), Captain America: The First Avenger (2011), The Avengers (2012), Avengers: Age of Ultron (2015); Doctor Strange (2016), Spider-Man: Homecoming (2017), and Avengers: Infinity War (2018). 21. For the first three Iron Man movies, director Jon Favreau thought of making the Iron Monger the main villain of the second film. Stane was going to be Stark's friend and confidante in the first film, but then would become his enemy in the second installment. However, Favreau was worried how to handle The Mandarin, who was to be the villain of the first film, so he decided to re-work the character into a behind-the-scenes presence, and make Iron Monger the first villain. 22. (At around one hour and fifty minutes) Just before the final press conference, Tony Stark is reading the newspaper with a grainy, amateur photograph of Iron Man on the cover. The picture is part of a video, shot by onlookers hiding in a bush during initial filming, that appeared on the Internet in 2007. 23. (At around one hour and twenty-five minutes) When Pepper discovers Tony removing the damaged Iron Man armor, Captain America's shield is on a workbench. This same scene was shown in many trailers, but the image of the shield was edited out. 24. (At around fifty-eight minutes) Obadiah Stane plays on the piano a musical piece written by eighteenth century composer Antonio Salieri. Salieri is best known as a jealous rival of Wolfgang Amadeus Mozart, and was said to have murdered Mozart (although historical records have proven that, on the contrary, both had collaborated on, and promoted each other's work on several occasions). This serves as an appropriate parallel of Stark and Stane's relationship in the film. 25. Gwyneth Paltrow only needed to travel fifteen minutes to get to the studio. She claimed that this is a part of the reason she took the role, as she could be home with her two children during the entire shoot. 26. To prepare for his role as Obadiah Stane, Jeff Bridges read some of the "Iron Man" comic books that featured Stane. He also grew a beard and shaved his head, which he said was something he'd always wanted to do. 27. There are about five sets of armor in the film, all inspired from the "Iron Man" comics: Mark I armor, Stark's first suit, is a simple suit constructed of iron. Mark II armor is a silver suit, the prototype Stark develops (this can also be counted as the War Machine armor, as Rhodes looks speculatively at it). Mark III armor is the final red and gold armor. J.A.R.V.I.S. first presents the Mark III armor in full gold, the look pays tribute to the all-gold "Golden Avenger" armor Iron Man wore early in his career. J.A.R.V.I.S. later presents the armor in silver and red, making it look almost identical to Iron Man's "Silver Centurion" armor that he wore in the 1980s. 28. During the final battle, there was originally going to be a sequence where Tony, in the Iron Man suit, drives an Audi R8 that would crash into Iron Monger's legs then flip over, after which Iron Man would split the car in half and jump out. However, the Audi R8 was so well-built, that it refused to flip, despite repeated crashes and the roof wouldn't split the way director Jon Favreau wanted it to, because the car's frame was so tough. As a result, the whole final fight sequence was re-written. The filmmakers were so impressed by the toughness of the car, that it was decided that the convertible version was to be featured in Iron Man 2 (2010). 29. (At around one hour and forty-five minutes) During the highway battle with Iron Monger, a building can be seen in the background with a Roxxon logo. In the Marvel Universe, Roxxon is a notorious conglomerate known for illegal activities, agents of which were responsible for the deaths of Stark's parents. 30. During pre-production, Robert Downey, Jr. set up an office next to Jon Favreau's office, to discuss his role with him, and to be more involved in the film's screenwriting. 31. It took approximately seventeen years to get the film into development. Originally, Universal Pictures was to produce the film in April 1990. They later sold the rights to Twentieth Century Fox. Later, Fox sold the rights to New Line Cinema. Finally, Marvel Studios decided to handle their own creation. 32. Jeff Bridges, hearing that Obadiah was a Biblical name, researched the Book of Obadiah in the Bible, and was surprised to learn that a major theme in that particular book is retribution, which Obadiah Stane represents. However, the name "Obadiah" means "servant and worshiper of the Lord", which Stane obviously isn't. 33. In the comics, Obadiah Stane ran his own company (Stane International), and was actually a business rival to Tony Stark, rather than being part of Stark Enterprises. 34. Agent Phil Coulson repeatedly states he is a member of the "Strategic Homeland Intervention, Enforcement and Logistics Division" (finally shortening it to S.H.I.E.L.D.). In the comics, the S.H.I.E.L.D. Agency originally stood for the "Supreme Headquarters, International Espionage/Law-Enforcement Division", then in 1991, it was revised to the "Strategic Hazard Intervention/Espionage Logistics Directorate". 35. An early draft of the script had the Mandarin appear in the film, re-imagined as an Indonesian terrorist. 36. The production met with about thirty different writers, and they all passed, as most of them felt that Iron Man was a relatively obscure character in the Marvel universe. They were also a bit nervous about working for an untried studio better known for producing comic books. Even the re-writes led to many refusals. 37. In the comics, Tony Stark participated (and became Iron Man) in the Vietnam War. Later, this was changed to the Gulf War. In this film, the character's origin was changed to Afghanistan, as director Jon Favreau did not wish to make the film a period piece, but instead give it a realistic contemporary look. 38. Gwyneth Paltrow based her performance on 1940s heroines (who she claimed were sexy, witty, and innocent all at once). 39. In the Ultimate Marvel Comics series, the character of Nick Fury is portrayed as African-American, with his look and personality tailored after Samuel L. Jackson, all carried out with Jackson's explicit permission. During one of the Ultimate Avengers issues, while discussing the possibility of a movie being made about them, and which actors would play which heroes, Nick Fury comments that nobody else but Samuel L. Jackson could play him. Jackson, himself a comic book fan, played Fury in this movie. Later on, the popularity of this character led Marvel to introduce this character into the mainstream comics as "Nick Fury, Jr.", the son of the original Nick Fury, in a move to work towards retiring the original from the mainstream universe. 40. According to Jon Favreau, when making this film, there was a lot of pressure for it to succeed. This was particularly due to Marvel using their characters as collateral when they received a five hundred twenty-five million dollar, seven year deal, called a non-recourse debt facility, allowing them to make original films based on their properties. Marvel wanted to have complete creative control over their characters, build a film library, and greater profit potential than the deals they've inked with other studios owning the film rights to their characters. Marvel also changed its name to Marvel Entertainment, Incorporated, to establish a Hollywood presence. If the film didn't succeed, Marvel would've lost the intellectual property rights to their library. 41. Rachel McAdams was Jon Favreau's first choice to play Pepper Potts, but she turned the role down. She played a role in Doctor Strange (2016). 42. The Iron Man Mark I armor weighed ninety pounds. 43. An animatronic puppet of the Iron Monger was built for the film by Stan Winston Studios. It stood ten feet tall, and weighed eight hundred pounds, and was built on a set of gimbals, to simulate walking. It required five operators to run it. 44. According to Jon Favreau, Clive Owen, and Sam Rockwell are among the actors that were considered for Tony Stark during pre-production. Rockwell played Stark's rival Justin Hammer in Iron Man 2 (2010). 45. Chapter One of Phase One in the Marvel Cinematic Universe. 46. Hugh Jackman was offered the role of Tony Stark. 47. According to Terrence Howard, he and Robert Downey, Jr. competed physically on the set: "I'm forty to fifty pounds heavier than him, so I'm lifting and I push up about two hundred twenty-five, and knocked it out ten times. Robert wanted to go about two hundred thirty-five, and he did it, so I pushed it up to about two hundred forty-five. Robert and his competitive ass almost tore my shoulder trying to keep up with him!" 48. The cave that imprisons Tony Stark was a one hundred fifty to two hundred yard-long set, which had built-in movable forks, to allow greater freedom for the film's crew. It also had an air conditioning system installed, as production designer J. Michael Riva had learned that remote caves are actually very cold. 49. This was the first in a planned six-picture deal between Marvel and Paramount, before the acquisition of Marvel by Disney, which transferred the distribution rights of The Avengers (2012) and Iron Man 3 (2013) to Disney, while Paramount kept the rights to Iron Man 2 (2010), Thor (2011), and Captain America: The First Avenger (2011) until Disney acquired them. 50. To prepare for her role as Pepper Potts, Gwyneth Paltrow asked Marvel to send her any comics to aid her understanding of the character. 51. For some of the shots of the first incarnation of the Iron Man suit, director Jon Favreau performed the motion capture. 52. Rock guitarist Tom Morello assisted Ramin Djawadi in composing the film's soundtrack. Morello had a cameo in the film as an Insurgent who gets killed when Tony Stark escapes the cave (perhaps fittingly, since Morello is a member of the band Rage Against the Machine). 53. Originally, Iron Man's archnemesis, the Mandarin, was going to be the film's villain, but Jon Favreau felt him to be too fantastic and dated, so he was re-written into a "working-behind-the-scenes" presence. Favreau cited "Star Wars" as a case: "I looked at the Mandarin more like how in 'Star Wars' you had the Emperor, but Darth Vader is the guy you want to see fight. Then you work your way to the time when lightning bolts are shooting out of the fingers, and all that stuff could happen. But you can't have what happened in Star Wars: Episode VI - Return of the Jedi (1983) happen in Star Wars: Episode IV - A New Hope (1977)." 54. (At around one hour and forty minutes) In the film, Rhodey (Terrence Howard) looks at the Mark II armor and says "Next time, baby!" hinting at War Machine, Rhodey's alter-ego. An animation of a War Machine suit, with a Gatling gun attached to a shoulder, can be seen in the closing credits. War Machine appeared in Iron Man 2 (2010), Avengers: Age of Ultron (2015), Captain America: Civil War (2016), and Avengers: Infinity War (2018). However, in those films the role of James Rhodes was played by Don Cheadle. 55. In the comics, the chauffeur, Harold "Happy" Hogan, is a confidante of Tony Stark, who later marries Virginia "Pepper" Potts, after a tragedy draws them closer, though they later divorce. Additionally, the origin of Happy's nickname in the comics, is that he was a former professional boxer who earned that nickname, due to his reputation of never fighting back. 56. When Robert Downey, Jr. was carrying out motion-capture work on the film, he would sometimes wear the helmet, sleeves, and chest of the Iron Man armor over the motion-capture suit, to realistically portray Iron Man's movements. 57. In October 1999, Quentin Tarantino was approached to write and direct the film. Later, Joss Whedon, a big fan of the comic book, was in negotiations to direct the film in June 2001. In December 2004, Nick Cassavetes was hired as a director, with the film to release in 2006, but everything fell through. Finally, Jon Favreau was hired as director in April 2006. 58. (At around forty-seven minutes) Obadiah Stane tells Tony Stark "We're iron mongers, we make weapons." Stane's supervillain moniker is the Iron Monger, and thus foreshadows Stane's own transition in the film to an armor-clad antagonist. 59. First film released in 2008 to pass the $300 million mark at the U.S. box-office. 60. One of the cars in Tony Stark's garage, is a Tesla Roadster, which had not yet been released during the film's production. 61. (At around thirty-four minutes) The code that appears on the computer screen is a utility that downloads firmware into Lego robotic toy (called RCX). It may suggest that Tony Stark used this program to download firmware into his robotic suit. 62. The sound used during a target lock-on in Iron Man's Head Up Display (HUD) is the sound of the laser cannon firing in Space Invaders (1978) video game. 63. There are various references in the film to the Mandarin, Iron Man's archnemesis: -The organization that kidnaps Stark is called "the Ten Rings", after the ten rings that comprise the Mandarin's arsenal (Jon Favreau has stated that The Ten Rings, in fact, works for The Mandarin). -Commandant Raza speaks of Genghis Khan and Asia. -Commandant Raza is seen occasionally fiddling with an ornate gold ring. -The rings are worn by Stark, Stane, Rhodes, and Raza (that is to say those in positions of power). 63. According to Jon Favreau, it was difficult to find a proper opponent for Iron Man to face, since he wanted the film to remain grounded in reality as much as possible. It was decided to have a foe in the film who would serve as a parallel of Stark (for example, an armored opponent). Well-known enemies like the Titanium Man and the Crimson Dynamo were considered, but finally the lesser-known Iron Monger, Obadiah Stane, was chosen as Iron Man's adversary (Stane, as well as possessing his own armor, is also a business contemporary of Stark). 64. "I am Iron Man" was ad-libbed by Robert Downey, Jr. Producer Kevin Feige approved using it in the final cut of the film, and credits this with his decision to largely do away with secret identities in the Marvel Cinematic Universe. Only Spider-Man conceals his identity, while Thor's alter ego, Donald Blake, is similarly not used. 65. (At around fifty-eight minutes) Obadiah brings Tony a pizza from New York City in a box marked "Ray's". Ray's is a famous chain of pizza places in New York City. It also marks the second Favreau-directed film to refer to Ray's Pizza. In Elf (2003), it is the pizza recommended by Santa Claus to Buddy the Elf. 66. As a tribute to Howard Hughes, who inspired Iron Man, production was mainly based in the former Hughes Company soundstages in Playa Vista. The scene where the Iron Man Mark III armor was created was filmed in the area where Hughes assembled the H-4 Hercules airplane (better known as "The Spruce Goose"). 67. (At around one hour and forty minutes) When Tony Stark tells Rhodey to "keep the skies clear" before going to confront Obadiah Stane, Rhodey looks to the silver Mark II suit before saying "next time, baby". Rhodey (played by Don Cheadle) donned this suit in Iron Man 2 (2010), becoming War Machine. 68. Christine Everhart (Leslie Bibb) works for Vanity Fair in the movie, but in the comics, she works for the Daily Bugle. 69. Nicolas Cage and Tom Cruise were interested in playing Iron Man. Cruise, in particular was going to act in, and produce the film. Cage played another Marvel superhero in Ghost Rider (2007). 70. Jon Favreau was originally going to direct Captain America: The First Avenger (2011) in the manner of a superhero comedy adventure, but he instead chose to direct this film and give it a more serious tone. Ironically, Nick Cassavetes, who was chosen to direct that film, had been filled in to direct this film in December 2004. 71. The climactic showdown in the film, with Tony Stark, a.k.a. Iron Man, facing Obadiah Stane, a.k.a. Iron Monger, is based on Iron Man #200 (November 1986). A face-off occurs between Stane's larger, more powerful Iron Monger and Stark's greater experience, and an exploding reactor appears. However, the comic concludes with Stane committing suicide with a repulsor ray blast to the head. 72. Jon Favreau advised composer Ramin Djawadi to keep the core of the music on heavy guitar, which he felt suited Iron Man best. Djiwadi composed the music on a heavy guitar before arranging it for the orchestra to perform. 73. This is the only Marvel Cinematic Universe film, and the only Iron Man film, that does not feature any martial-arts fights. It is also the first of two Marvel Cinematic Universe films in which Robert Downey, Jr. (Iron Man) appeared, but doesn't show off his skills in the Wing Chun fighting style. 74. Most of the exterior scenes set in Afghanistan were filmed at Olancha Sand Dunes. There, the crew had to endure two days of forty to sixty mile per hour winds. 75. Jon Favreau wanted Tony Stark and Pepper Potts' relationship to be like a 1940s comedy along the lines of His Girl Friday (1940). 76. Tony Stark drives an Audi R8 in the film, as part of a promotional deal Marvel Studios made with the Audi Automobile Company. Two other vehicles, the Audi S5 Coupe, and the Audi Q7 SUV, also make an appearance in the film. 77. (At around one hour and four minutes) Adi Granov designed a billboard poster of Iron Man's nemesis, the alien dragon Fin Fang Foom, for the film. This poster can be seen when Stark, while testing the Mark II armor, flies straight down a road (on Stark's left side). 78. The Industrial Light & Magic animators studied skydivers performing in a vertical wind tunnel, to create Iron Man's aerial movements. Iron Man was also animated to take off slowly and land quickly, to make those movements more realistic. 79. This is the first film set in, and the beginning of, the Marvel Cinematic Universe. 80. When Pepper Potts is downloading a set of secret files, the authorization on one document is listed as "Lebowski". Jeff Bridges, who plays Stane in this film, played "The Dude" in The Big Lebowski (1998). 81. (At around one hour and twenty-one minutes) The pilots in the F-22 jets are codenamed "Whiplash 1" and "Whiplash 2". In the Ultimate Iron Man comics, Whiplash is a super villain who possesses a pair of gloves with steel wires attached that acted as whips. Whiplash appeared in Iron Man 2 (2010). 82. According to Ramin Djawadi, Tony Stark's different moods, as performed by Robert Downey, Jr., was the inspiration for the Iron Man scores in the film. 83. The leader of the Ten Rings is named Raza, after a Marvel Comics character. However, the comic version of Raza is not an enemy of Iron Man, but an alien cyborg, who is a member of the space pirate gang known as the Starjammers. The only similarity they share, is their facial disfigurement. In the comics, Raza has implants on the left side of his face, while in the film, Raza is scarred on the right side of his face. 84. Comic book writers Mark Millar, Brian Michael Bendis, Joe Quesada, Tom Brevoort, Axel Alonzo, and Ralph Macchio were commissioned by Jon Favreau to give advice on the script. 85. An early draft of the script had Howard Stark, Iron Man's father, as a ruthless industrialist who becomes War Machine. 86. (At around one hour and twenty-four minutes) When Obadiah Stane (Jeff Bridges) watches Rhodey (Terrence Howard) on television, an expensive chess set is visible on the table in front of him. In the comics, Obadiah Stane was fond of playing chess, and also created a group called "The Chessmen" to attack Stark Industries. 87. Clark Gregg (Agent Phil Coulson) stated in the DVD commentary of Agents of S.H.I.E.L.D. (2013), Season One, Episode Eleven, "The Magical Place", that he and Gwyneth Paltrow have known each other since she was nineteen-years-old. 88. According to the January 2012 Air & Space Magazine, Tony Starks's character was also inspired by South African born SpaceX (and PayPal co-founder), Elon Musk. A statue of Iron Man, complete with company ID, "stands guard" at SpaceX, along with a current version Cylon. 89. Jon Favreau played a character similar to Tony Stark, named Pete Becker, on Friends (1994). Stark and Becker are rich playboys, who give up their current life to fight, Tony fights crime, while Pete fights in Ultimate Fighting. Favreau even sported Stark-like facial hair for the role. 90. During filming, a tank accidentally ran over an Aaton 35mm camera. 91. To prepare for his role as James Rhodes, Terrence Howard visited the Nellis Air Force Base on March 16, 2007, where he ate with the base's airmen and observed the routines of HH-60 Pave Hawk rescue helicopters and F-22 Raptor jets. 92. Director Jon Favreau described the film as "a kind of independent film-espionage thriller crossbreed; a Robert Altman-directed Superman (1978), with shades of Tom Clancy novels, James Bond films, RoboCop (1987), and Batman Begins (2005)." 93. All three sets of Iron Man's armor were designed by Adi Granov, a comic book artist from the "Iron Man" comic, and Phil Saunders. They were then constructed by Stan Winston Studios. 94. Jon Favreau chose Industrial Light & Magic to provide the film's visual effects after watching Pirates of the Caribbean: At World's End (2007) and Transformers (2007). 95. (At around one hour and fifty-five minutes) Shortly into the end credits sequence, there is an animation of the Ten Rings logo. This refers to the terrorist group that captures Tony Stark early in the film, but is not actually acknowledged. It is, however, commonly acknowledged in Iron Man 3 (2013). 96. Timothy Olyphant read for the role of Tony Stark. 97. (At around one hour and two minutes) When Iron Man first takes flight, he travels at 0.29 Mach (two hundred twenty miles per hour) over California. 98. Production designer J. Michael Riva researched on objects found in prison which could be improvised and used for other purposes (for instance a sock used to make tea), to provide more verisimilitude to the film. 99. The Stark Industries logo is similar to that of Lockheed Martin, co-developer of the F-22 Raptor. 100. To create the shots of Iron Man against the F-22 Raptors, cameras were flown in the air to provide reference for the dynamics of wind and frost at that altitude. 101. Jon Favreau was inspired to cast Robert Downey, Jr. as Tony Stark/Iron Man after seeing his performance in Kiss Kiss Bang Bang (2005). Shane Black, who wrote and directed Kiss Kiss Bang Bang (2005), co-wrote and directed Iron Man 3 (2013). 102. Harry Gregson-Williams was offered the job of scoring the film, but he had to turn it down due to scheduling conflicts with The Chronicles of Narnia: Prince Caspian (2008). 103. The film had a torturous development process. Stuart Gordon was originally going to direct in 1990 when the rights were held by Universal Pictures, though nothing came of that. In 1996, Twentieth Century Fox acquired the rights with Nicolas Cage expressing an interest in the project. Two years later, it hadn't moved on so Tom Cruise tried to kickstart a production, to the extent of commissioning a script by Stan Lee and Jeff Vintar. Jeffrey Caine then did a polish on the screenplay. Still nothing. In 1999, Quentin Tarantino was approached to see if he could move things along but that too came to nothing. The rights moved to New Line Cinema in 2000 with Ted Elliott, Terry Rossio, and Tim McCanlies writing a screenplay (this version even featured a cameo by Nick Fury). New Line Cinema started talking to Joss Whedon about directing, but this didn't pan out. By 2004, Nick Cassavetes was attached as director, but when this too failed, the rights reverted back to Marvel. 104. According to Phil Saunders, Tony Stark would develop a Mark IV armor, which would have been used in the final battle. This Mark IV armor would become the War Machine armor, and had swap-out armaments that would be worn over the Mark III armor. However, halfway through pre-production, the concept was removed from the script. 105. Property master Russell Bobbitt won Hamilton's "Behind the Camera Award 2008" for the props he created on this movie. 106. An early draft of the script (before Marvel Studios was making its own movies) would've kept Howard Stark alive, and had him adopt the War Machine identity as the film's antagonist. 107. Composer Ramin Djawadi's favorite musical score is the "Kickass" theme, because he composed it according to "a rhythm very much like a machine." 108. Louis Leterrier was interested in directing this film, but opted for The Incredible Hulk (2008) when Jon Favreau was given the job. 109. Robert Downey, Jr., Terrence Howard's father, Terrence Howard, Faran Tahir, Ramin Djawadi, and visual effects expert Stan Winston are fans of Iron Man. 110. The terrorist organization "Ten Rings" is a reference to Iron Man villain Mandarin, who wears ten rings imbued with superhuman abilities. Mandarin appeared in Iron Man 3 (2013), albeit in a radically different iteration from the comics. 111. Each Marvel superhero movie has a main theme: -This movie and sequels - Weaponry and technology. -The Incredible Hulk (2008) - Mutation and nuclear power. -Captain America: The First Avenger (2011) and sequels - Experimentation and espionage. -Thor (2011) and sequels - Mythology and religion. -Guardians of the Galaxy (2014) - Extra-terrestrial life and cosmic beings. -Ant-Man (2015) - Telepathy and control of animals. -Doctor Strange (2016) - Magic and witchcraft. -The Avengers (2012) - Alien Invasion. -Avengers: Age of Ultron (2015) - Artificial Intelligence. 112. Len Wiseman was originally slated to direct. 113. According to The Cannon Group, Inc. co-owner, producer Yoram Globus, in the 1980s, along with Captain America, Superman IV: The Quest for Peace (1987), Spider-Man, and Masters of the Universe (1987), The Cannon Group, Inc. also had an Iron Man movie in production. The Cannon Group, Inc. wanted Tom Selleck to play Tony Stark. They also wanted the costume house that made the RoboCop (1987) suit to build the Iron Man costume. 114. This was the only movie for Terrence Howard to play Lieutenant Colonel James "Rhodey" Rhodes. However, Howard opted to not go forward with the character (reportedly for financial reasons) so Don Cheadle was brought in to assume the role commencing with Iron Man 2 (2010). 115. CAMEO: Stan Lee: (At around one hour and eight minutes) Comic writer Stan Lee appears at Tony Stark's party playing the role of Hugh Hefner, accompanied by three blonde women. Lee later mentioned that it was his most fun cameo. 116. Brian Michael Bendis had written three pages of dialogue for the Nick Fury scene, out of which the filmmakers chose the best lines. To keep it a secret, the scene was filmed with a skeleton crew, and was omitted from all previews of the film, which thus maintained the mystery and surprise, and kept fans speculative and interested. It conclusively appeared in the final cut as a post-credits scene. 117. When presented at the movie's end with the cover story by S.H.I.E.L.D. Agent Coulson that Iron Man is employed by Tony Stark to act as his bodyguard, Stark dismisses it as "pretty flimsy". In the Iron Man comics, this was precisely the cover that Tony Stark used to protect his identity until 2002, when Stark went public with his identity as Iron Man. 118. According to Jeff Bridges, Obadiah Stane was originally supposed to survive the final battle against Tony, with Stark opening up Stane's destroyed suit to find that there was no corpse inside. Presumably this would have poised Stane to return for future movies. 119. The Iron Monger was the prototype of Tony Stark"s Mark 1 iron Man suit
USD (DXY) up 0.08%, EUR down 0.04%, GBP down 0.50%, JPY down 0.12%, CNY Onshore up 0.12%, CNH Offshore up 0.02%, AUD down 0.23%
VIX up 0.65% to 9.25
Gold up 0.13% to $1,269.01
Silver down 0.11% to $16.62
Copper up 0.25% to $305.40
WTI Crude down 0.79% to $50.39
Brent Crude down 0.18% to $56.90
Natural Gas down 0.44% to $2.91
Corn down 0.07% to $3.49/bu
Wheat up 0.06% to $4.41/bu
Bitcoin up 1.55% to $4,414.56
Treasuries 2yr yields are up ~1.3bps at 1.500%, 10yr yields are up ~1.6bps at 2.364% and 30yr yields are up ~0.9bps at 2.899%
Japan 10yr yields 0.045%, up ~1.0bps on the day
France 10yr yields 0.750%, up ~1.9bps on the day
Italy 10yr yields 2.156%, up ~1.8bps on the day
Spain 10yr yields 1.704%, up ~1.8bps on the day
Germany 10yr yields 0.474%, up ~2.2bps on the day
What’s happening this morning? It was another slow evening of news other than the German Aug factory order numbers (which were very strong although the euro and Eurozone stocks are both in the red), a few US earnings reports (COST and YUMC), andsome M&A (GIMO, HON, JWN, PENN/PNK, SNCR, and more). The overall macro narrativeremains the same as it was at the Thurs close (see below for an update on the macro narrative as well as potential upcoming risks). The major Asian indices generally saw gains – TPX +0.28%, NKY +0.3%, Hang Seng +0.28%, HSCEI +0.54%, Taiwan +0.14%, Australia +1.04%, and India +0.5-7% (mainland China and Korea were both closed). There weren’t any huge themes in Asia although Macau casino stocks were weak in HK on back of underwhelming Golden Week visitor numbers (autos and financials led HK on the upside). Australia’s 1% rally was led by banks, miners, and telecoms. The major Eurozone indices are trading off small (~10-20bp); autos are outperforming while banks, retail, energy, and utilities lag. The GBP is extending its losses from Thurs amid more uncertainty around UK PM May (the DXY spiked ~50bp Thurs and is up small so far Fri morning). US S&P futures are trading down 1-2 points.
Calendar for Fri 10/6 – the focus will be on the US jobs report for Sept (8:30amET), US wholesale inventories/trade sales for Aug (10amET), US consumer credit for Aug (3pmET), and Fed speakers (Kaplan 8:30amET on CNBC, Bostic 9:15amET, Dudley 12:15pmET, Kaplan 12:45pmET, and Bullard 1pmET). o US jobs preview – there is very little anticipation or focus on the Sept jobs report (Fri morning 8/6 8:30amET) as 1) most are anticipating large storm-related distortions and 2) at this point in the cycle it only requires ~75K monthly adds to keep the UR steady (as was discussed in this JPMorgan report http://bit.ly/2fbT6cE). The St is in print at +80K for adds (vs. ADP for Sept at +135K and Aug BLS +156K) w/a 4.4% UR (unchanged w/Aug) and wages +0.3% M/M and +2.5% Y/Y (vs. Aug +0.1% M/M and +2.5% Y/Y). It’s very difficult to see the Sept BLS report changing the near-term US monetary policy trajectory (w/ongoing normalization and a FF hike on 12/13). The potential for a hike on 11/1 is very low and if anything the Sept CPI on Fri 10/13 may be a more important data point than jobs on Fri 10/6. Instead, the bigger Fed uncertainty has nothing to do w/data or policy but instead concerns staffing (i.e. who will be the next chair? A Trump announcement could come as soon as next week – Powell and Warsh are the frontrunners according to media reports w/the former appearing to have a slight edge).
Top Headlines for Friday
Eco data recap for Fri morning 10/6 – the big data came out of Germany where factory orders for Aug beat expectations by a wide margin (orders +3.6% M/M vs. the St +0.7% and +7.8% Y/Y vs. the St +4.7%). See JPMorgan’s comments on the German data (http://bit.ly/2y42sh4). Japan’s wage inflation figures for Aug were soft, as expected (http://bit.ly/2kuygr0). o Fed chair – markets would be comfortable w/any of the main candidates (including Powell, Warsh, Cohn, Yellen, etc.) w/the exception of one person: John Taylor. Bloomberg. o Fed update – Kansas City Fed President George spoke Thurs night and said the US economy needed further rates hikes (http://cnb.cx/2kqTiqj). JPMorgan’s Mike Feroli published an updated FOMC hawk/dove chart following the confirmation of Quarles (http://bit.ly/2z1jSti). o Japan’s “Party of Hope” unveils an economic agenda that pledges to rely less on aggressive fiscal and monetary stimulus – Reuters http://reut.rs/2ghahXu o AUD hit as RBA’s Harper doesn’t rule out a rate cut in a WSJ article. http://on.wsj.com/2xW3nkD
UK PM May the subject of more speculation amid disclosure of plot to topple her; former party chairman, Grant Shapps, said May’s leadership should now be challenged. Reuters http://reut.rs/2yMrmzB
Spain/Catalonia – Spain’s Constitutional Court ordered the suspension of the Catalan parliament’s regional session scheduled for Mon; Catalonia had planned on declaring independence at the session. Reuters http://reut.rs/2xlDfjC o Spain’s gov’t will change rules and make it easier for firms to move their legal base out of Catalonia – Reuters http://reut.rs/2z1WQCF
Tax update - there is a lot of focus on taxes in the US as the Senate Budget Committee (right at the Thurs close) and the full House (at ~1pmET Thurs afternoon) advance budget resolutions (the full Senate will presumably vote within the next two weeks). This is a necessary step in the tax process (as these resolutions contain the reconciliation instructions allowing tax to pass via a simple majority in the Senate) but also a relatively minor one. Far more complicated will be agreeing on rates, deduction schedules, deficits, etc., and if anything all the press in the last few days and weeks point to divisions within the GOP on these matters being larger than anticipated. o Schumer warns that the proposal to eliminate the SALT deduction will kill the GOP tax plan – Bloomberg. https://bloom.bg/2xXX8KL o GOP desire to repeal the estate tax runs into resistance - from Republicans. As a result this piece of the 9/27 tax blueprint (among others) may wind up being scrapped - WSJ. http://on.wsj.com/2gf9G8E o Fed officials express concern over tax plans – Fed officials warned the tax plan may only provide a temporary boost to growth while fueling inflation and driving debt to unsustainable levels – Reuters http://reut.rs/2xWMrdG
Republican headaches keep growing as donors withhold money, a tax consensus fails to materialize, and “establishment” figures depart the scene (Strange losing to Moore, Corker retiring, etc.). Republican leaders are increasingly concerned about the party’s grip on the House and Senate should it fail to pass a tax bill. Leaders “fear that the inchoate populism that Mr. Trump personifies, and which Mr. Bannon is attempting to weaponize against incumbents, is on the march” – NYT http://nyti.ms/2y3lUKT
Trump looks to jolt NAFTA – the White House is considering a proposal that would represent a radical shift to the principles underlying NAFTA. According to rule changes being considered, automobiles would need to have a specific level of US-made content in order to qualify for tariff breaks (right now autos only need to have a specific level of content from within the NAFTA region). WSJ. http://on.wsj.com/2y4LXlo
Trump makes cryptic comment ahead of a dinner with US military leaders. Trump said the dinner might represent “the calm before the storm”. Asked repeatedly by reporters to clarify his comments, Trump said, “You’ll find out” – Bloomberg https://bloom.bg/2xXI2r6
Trump was “furious” over NBC’s Tillerson “moron” article; John Kelly was forced to rearrange his schedule and stayed in Washington in order to try and calm tensions – NBC. http://nbcnews.to/2fOGx3B
Iran/Trump – Trump will “decertify” the Iran nuclear accord next week (speech on 10/12) and declare the agreement as not being in the US national interest according to the Washington Post (article out at ~2:40pmET Thurs afternoon). This is consistent w/what the AP and Politico reported earlier in the week. Note that Trump’s 10/12 declarations won’t end the Iranian nuclear pact as it will be up to Congress whether re-impose sanctions on Tehran (and Trump will hold off on recommending such a step). Washington Post http://wapo.st/2z1zeOw o Decertifying the Iran Deal Wouldn’t Have to Kill It – WSJ http://on.wsj.com/2y40dKY
North Korea – US lawmakers are pressuring the Trump White House to toughen sanctions against North Korea – WSJ. http://on.wsj.com/2xlKdVQ
The Economist's lead article this week speaks to sentiment at the moment and this is one of the big reasons why stocks are proving to be so resilient. "Asset prices are high across the board. Is it time to worry?" (http://econ.st/2xVXOjv). o The WSJ notes that a key European junk-bond index is now yielding less than 10yr US TSYs although it offers a reasonable explanation for this ostensibly irrational price level – WSJ. http://on.wsj.com/2xkwYVb
Company-specific news update from Thurs night. There were a few earnings reports out Thurs AMC but for the most part it was another slow evening. COST EPS beats thanks to better SG&A and favorable tax while GMs were light; Sept same-store-sales beat w/upside in the US (the stock ended down 3% during the Thurs after-hours trading session). YUMC’s results came in ahead of expectations (EPS/same-store-sales) and it increased capital return. SNCR reentered M&A talks w/Siris Capital (Siris is looking to buy SNCR’s Intralinks and may take a ~20% equity stake in SNCR); SNCR ended up ~27% during the Thurs after-hours trading session. According to the WSJ, HON is pursuing an acquisition of Evoqua Water Tech in a deal that could be worth $3B (http://on.wsj.com/2yseCSp). The WSJ reported (during trading on Thurs http://on.wsj.com/2xjE24p) on merger talks between PENN and PNK (the firms have been unable to agree to terms but PENN is still interested in buying PNK).
JWN buyout not completely dead – the Nordstrom family is exploring a new deal structure w/Leonard Green that would involve less debt. The family is trying to raise more equity (although it isn’t clear where the money will come from). WSJ. http://on.wsj.com/2ggTvbh
GIMO – Elliot’s takeover talks w/the company have ground to a halt according to Reuters over price disagreements – Reuters http://reut.rs/2fNCepo
SUM, ASHG – SUM has made a rival bid for ASHG as it looks to scuttle the existing Ash Grove-CRH PLC transaction. Ash Grove’s board said the offer could result in a superior proposal and that it would engage in talks with the third party. Bloomberg.
AMZN: the one market where Amazon is failing to dominate: Hollywood. The WSJ discusses AMZN’s failure to become a force in content. WSJ. http://on.wsj.com/2xZcJtr
Macau casino stocks slump during Fri trading as Golden Week visitor numbers disappoint expectations – Bloomberg https://bloom.bg/2fOuGmd
Identifying risks – what could go wrong?
Reflation enthusiasm is undercut by less aggressive CB normalization, dramatic curve flattening, and/or a softening in nominal growth. Of all the reflation pieces (monetary policy normalization, expansionary fiscal policy, firming inflation, and ongoing real growth strength), the last piece (real growth) is increasingly being taken for granted.
Bank investors wind up focusing too much on reflation/yields (which are tailwinds) but miss weakening credit (higher provisions) and tepid loan growth.
The first speech by the next Fed chair unsettles sentiment (assuming the chair isn’t Yellen).
The tax process slows in Washington as Republicans prove incapable of reaching a consensus on rates, deductions, and deficits.
Paul Ryan decides to “pull a Boehner”, stepping down as Speaker out of frustration with his inability to pass legislation.
The final tax bill results in materially higher rates for upper-income Americans.
May winds up stepping down as UK PM, sowing ongoing Brexit uncertainty.
Abe does much worse than anticipated during the upcoming Japan election (10/22).
North Korea conducts an above-ground nuclear bomb test (or even worse, an atmospheric test).
Iran decides to resume its nuclear weapons program, sparking an immediate escalation of Middle East geopolitical tensions (Trump’s Iran speech is coming up on 10/12).
Washington introduces (or threatens to introduce) tough new regulations aimed at internet/social media companies following the Russia election investigations (note that US internet giants will be testifying before Congress on 11/1).
Prominent members of the Trump team decide to leave the gov’t (the market would be particularly sensitive to Tillerson, Mattis, Kelly, and/or Cohn departing; recent media reports suggest the Tillerson-Trump relationship is particularly strained).
The pro-reflation bias commenced back on 9/11 and has been propelled ever since by ongoing real growth strength, firming inflation, normalizing monetary policy/rhetoric, and expansionary fiscal policy (in particular in the US w/the 9/27 tax blueprint but also in Germany following that country’s election outcome and fin min change).
This enthusiasm can extend for a few more weeks but the ECB/BOE decisions (on 10/26 and 11/2, respectively) will mark the culmination of a series of pro-reflation catalysts/developments and thus the trade may enter a period of extended consolidation around those central bank events.
Meanwhile the nuances of this present reflation process aren’t being appreciated – growth and corporate earnings are late-cycle (not early), multiples are already rich (although not necessarily ridiculous), inflation is only very gradually firming to target, the economy faces enormous structural headwinds in the form of labor supply and productivity growth, and while central banks are normalizing policy will stay extremely accommodative for years to come (the structural headwinds and slow tightening pace will prevent yields from materially rising and curves from significantly steepening).
The tenor of sentiment is beginning to evolve and there is definitely greater frustration w/people being forced to participate in a tape many don’t particularly love at present levels – this helps fuel runs such has occurred over the last few weeks (the SPX hasn’t closed in the red since Mon 9/25) but it also makes for a precarious setup w/a lot of weak “renters” who will be quick to sell the minute momentum pauses.
Bottom Line: the lack of major catalysts is helping the rally propagate and the calendar is relatively clear until earnings (which kick off w/banks on Thurs 10/12). The reflation impetus will likely stay in place into the ECB/BOE (10/26 and 11/2, respectively) after which a consolidation (at least) is likely (note that a lot of the “easy” tax steps are occurring now – the blueprint on 9/27, the budget resolutions, etc. However, reaching a consensus on rates, deductions, and deficits will be extremely difficult and this will become more apparent later in Oct and into Nov, around the same time as the ECB/BOE decisions).
Calendar of events to watch for the week of Mon Oct 9
Calendar for the week of 10/9 – overall it should be a relatively slow week although a few items are in focus. The current reflation emphasis makes the US CPI on Fri 10/13 prob. the single most important eco data point of the week but there are other numbers in focus (German trade/IP for Aug and China imports/exports for Sept). The CQ3 earnings season kicks off in earnest with the banks on Thurs and Friday. Away from scheduled events, media reports suggest Catalonia could formally declare independence on Mon (although this could easily be delayed following court challenges and as the region’s leaders seek a settlement w/Madrid) while the White House may unveil its infrastructure spending blueprint during the week of 10/9 (http://bit.ly/2wwiop9). South Korean security officials have warned that North Korea may fire additional missiles between 10/10 and 10/18 while Trump’s Fed chair selection could come soon (media reports suggest Powell and Warsh are the two frontrunners). Trump is expected to deliver an Iranian policy speech on/around Thurs 10/12 during which he will declare the nuclear deal as no longer being in the US national interest. HON has said it will announce its formal portfolio review decision prior to earnings (media reports, including on CNBC, suggest it will retain its aerospace unit).
Calendar for Mon 10/9 – the day should be pretty quiet owing to the US Columbus Day holiday (equities will be open but fixed income is closed). The focus will be on the China FX reserve numbers for Sept (Fri night/Sat morning 10/7), the China Caixin services PMI for Sept (Sun night/Mon morning), Germany’s industrial production for Aug (2amET), and earnings (LVMH reports results after the European close).
Calendar for Tues 10/10 – the focus will be on the German trade figures for Aug (2amET), a bunch of analyst meetings (including TECD, Santander, WDAY, and WMT), the PG shareholder meeting (at which the Trian/Peltz board seat request will be voted on), and earnings (CUDA after the close).
Calendar for Wed 10/11 – the focus will be on the US JOLTs report for Aug (10amET), Fed minutes from the 9/20 meeting (2pmET), analyst meetings (KR), and earnings (DAL, BLK, FAST, and OZRK before the open).
Calendar for Thurs 10/12 – the focus will be on Eurozone IP for Aug (5amET), the US PPI for Sept (8:30amET), Trump’s Iran speech, analyst meetings (BOX, HPQ, LSCC, and WDC), and earnings (C, DPZ, JPM, LNN, Sky PLC, and Tata Consultancy pre-open).
Calendar for Fri 10/13 – the focus will be on China’s imports/exports for Sept (Thurs night/Fri morning), the US CPI for Sept (8:30amET), US retail sales for Sept (8:30amET), the Michigan Confidence numbers for Oct (10amET), US business inventories for Aug (10amET), analyst meetings (SAFM), and earnings (BAC, DRFG, FHN, FRC, JBHT, Man Group, PNC, and WFC pre-open).
Catalysts – big events to watch over the coming months
China mainland markets closed Mon 10/2-Fri 10/6 for the National Day holiday.
US jobs report for Sept – Fri 10/6.
US infrastructure spending - the Trump White House may unveil its long-anticipated infrastructure plan during the week of 10/9 according to House Transport chairman Rep. Bill Shuster.
North Korea - South Korea’s national security adviser Chung Eui-yong said he expected Pyongyang to act around Oct. 10 and 18 (Reuters).
WMT analyst meeting – Tues 10/10 (note that KR has an analyst meeting the next day, Wed 10/11).
PG shareholder meeting – Tues 10/10 (decision to be made on Peltz’s board seat request).
Fed minutes – minutes from the 9/20 meeting will be released Wed 10/11. 2pmET.
HON – the co will announce its portfolio review decision before earnings in Oct.
Iran - Trump is planning to deliver an Iran policy speech on 10/12 and he is expected to say that the landmark 2015 nuclear deal is no longer in the U.S. national security interest (AP)
Bank earnings – the CQ3 earnings season kicks off w/Citigroup and JPM Thurs morning 10/12 while BAC, PNC, and WFC all report Fri 10/13.
US inflation – the Sept CPI will hit Fri 10/13.
IMF/World Bank - 2017 Annual Meetings of the World Bank Group and the International Monetary Fund. Oct 13-15 in Washington.
CQ3 earnings – the week of Mon 10/16 is the first busy week of the CQ3 reporting season.
Fed chair decision during the week of 10/16? Based on Trump’s “two to three” weeks comment (on Fri 9/29), his decision on a Fed chair could come as soon as the week of 10/16 (this week is also the first busy period of the CQ3 earnings season, the deadline for Trump to rule on the Iran nuclear deal, and the beginning of the China National Congress on 10/18). Media reports suggest the Fed chair frontrunners are Warsh and Powell followed by Yellen and Cohn.
China - the National Congress of the Communist Party of China starts Oct 18.
China Q3 GDP and Sept retail sales, IP, and FAI (Wed night/Thurs morning) – Thurs morning 10/19.
EU leaders hold summit in Brussels. Oct 19-20. Brussels.
Japan – the country will hold snap elections on Sun 10/22.
Flash PMIs for Oct – Tues 10/24
ECB meeting/press conf. Thurs Oct 26. The ECB is expected to provide guidance on LSAP tapering at this meeting (St assumes LSAP drops from EU60B now to EU40B w/6 month extension).
1949: The Year That Set the Course of Chinese-American Relations – NYT http://nyti.ms/2z2hGSv M&A/Strategic Actions
Brooklyn Nets – multiple suitors are in talks to buy a 49% stake in the NBA deal. Mikhail Prokhorov is seeking a valuation of >$2B for the entire team. NY Post. http://nyp.st/2y3KFY0 o Brooklyn Nets – BABA denied that its vice chairman, Joseph Tsai, was in talks to buy a stake in the Nets – Reuters http://reut.rs/2yuCBRa
GIMO – Elliot’s takeover talks w/the company have ground to a halt according to Reuters over price disagreements – Reuters http://reut.rs/2fNCepo
HON - according to the WSJ, HON is pursuing an acquisition of Evoqua Water Tech in a deal that could be worth $3B (http://on.wsj.com/2yseCSp).
HPQ, Samsung – China said it will approve HPQ’s purchase of Samsung’s printer business – Reuters http://reut.rs/2y06khP
JWN buyout not completely dead – the Nordstrom family is exploring a new deal structure w/Leonard Green that would involve less debt. The family is trying to raise more equity (although it isn’t clear where the money will come from). WSJ. http://on.wsj.com/2ggTvbh
PENN, PNK - the WSJ reported (during trading on Thurs http://on.wsj.com/2xjE24p) on merger talks between PENN and PNK (the firms have been unable to agree to terms but PENN is still interested in buying PNK).
Retailers helped through bankruptcy process – Reuters notes that many retailers are obtaining help during the bankruptcy process w/many being allowed to stay in business w/their store bases largely intact – Reuters http://reut.rs/2y3NcAN
SNCR - On October 4, 2017, SNCR and Siris determined to restart discussions regarding a potential transaction. Specifically, Siris is offering to buy Intralinks for $915MM cash, invest $185MM for a convert worth ~20% of SNCR’s common shares, and cancel the ~6MM SNCR common shares it now owns.
SUM, ASHG – SUM has made a rival bid for ASHG as it looks to scuttle the existing Ash Grove-CRH PLC transaction. Ash Grove’s board said the offer could result in a superior proposal and that it would engage in talks with the third party. Bloomberg.
Unilever – the co is seeking PE bids for its spreads business by 10/19; a sale could be worth $8B – Reuters http://reut.rs/2fNDYPe
Full catalyst list
Fri Oct 6 – German factory orders for Aug. 2amET.
Fri Oct 6 – US jobs report for Sept. 8:30amET.
Fri Oct 6 – US wholesale inventories/trade sales for Aug. 10amET.
Fri Oct 6 – US consumer credit for Aug. 3pmET.
Fri Oct 6 – Fed speakers: Bostic, Kaplan, Bullard
Sat Oct 7 – China FX reserves for Sept (Fri night/Sat morning)
Mon Oct 9 – China Caixin services PMI for Sept (Sun night/Mon morning)
Mon Oct 9 – German industrial production for Aug. 2amET.
Mon Oct 9 – earnings after the European close: LVMH.
Mon Oct 9 – Columbus Day holiday in the US (equities will be open while fixed income is closed).
Tues Oct 10 – German trade balance for Aug. 2amET.
Tues Oct 10 – analyst meetings: TECD, Santander, WDAY, WMT
Tues Oct 10 – PG shareholder meeting
Tues Oct 10 – earnings after the close: CUDA
Wed Oct 11 – US JOLTs report for Aug. 10amET.
Wed Oct 11 – Fed minutes from the Sept 20 meeting (2pmET).
Wed Oct 11 – analyst meetings: KR
Wed Oct 11 – earnings before the open: BLK, DAL, FAST, OZRK.
Thurs Oct 12 – Eurozone industrial production for Aug. 5amET.
Thurs Oct 12 – US PPI for Sept. 8:30amET.
Thurs Oct 12 – analyst meetings: BOX, HPQ, LSCC, WDC.
Thurs Oct 12 – earnings before the open: C, DPZ, JPM, LNN, Sky PLC, Tata Consultancy.
Thurs Oct 12 – earnings after the close: EXFO
Fri Oct 13 – China imports/exports for Sept (Thurs night/Fri morning)
Fri Oct 13 – US CPI for Sept. 8:30amET.
Fri Oct 13 – US retail sales for Sept. 8:30amET.
Fri Oct 13 – US Michigan Sentiment for Oct. 10amET.
Fri Oct 13 – US business inventories for Aug. 10amET.
Fri Oct 13 – analyst meetings: SAFM
Fri Oct 13 – earnings before the open: BAC, DRFG, FHN, FRC, JBHT, Man Group, PNC, WFC.
Mon Oct 16 – China CPI/PPI for Sept (Sun night/Mon morning)
Mon Oct 16 – Eurozone trade balance for Aug. 5amET.
Mon Oct 16 – earnings before the open: SCHW
Mon Oct 16 – earnings after the close: BRO, IEX, NFLX, Rio Tinto
Tues Oct 17 – Eurozone Sept auto registrations. 2amET.
Tues Oct 17 – German ZEW survey results for Oct. 5amET.
Tues Oct 17 – US import prices for Sept. 8:30amET.
Tues Oct 17 – US industrial production for Sept. 9:15amET.
Tues Oct 17 – US NAHB housing index for Oct. 10amET.
Tues Oct 17 – earnings before the open: BMI, CMA, CSX, GS, GWW, HOG, JNJ, MS, Pearson, PLD, Remy Cointreau, UNH
Tues Oct 17 – earnings after the close: ADTN, BHP, CP, CREE, IBM, LRCX, NAVI.
Wed Oct 18 – US housing starts for Sept. 8:30amET.
Wed Oct 18 – US building permits fro Sept. 8:30amET.
Wed Oct 18 – US Beige Book. 2pmET.
Wed Oct 18 – earnings before the open: ABT, Akzo Nobel, MTB, NTRS, USB
Wed Oct 18 – earnings after the close: AA, AXP, BHE, CCI, CCK, EBAY, LLNW, SLG, TCBI
Thurs Oct 19 – China Q3 GDP and Sept retail sales, IP, and FAI (Wed night/Thurs morning)
Tues Oct 24 – earnings after the close: AKAM, AMP, CMG, COF, DFS, ESRX, IRBT, T, TSS, TXN.
Wed Oct 25 – US durable goods for Sept. 8:30amET.
Wed Oct 25 – US FHFA home price index for Aug. 9amET.
Wed Oct 25 – US new home sales for Sept. 10amET.
Wed Oct 25 – earnings before the open: ALK, ALLY, ANTM, Antofagasta, AOS, BA, BAX, Dassault Systemes, DPS, FCX, FLIR, Fresnillo, HBAN, Heineken, IP, IR, KO, LEA, LH, Lloyds Banking Group, NDAQ, NSC, NYCB, Peugeot, TMO, TUP, V, WBA, WEC.
Wed Oct 25 – earnings after the close: ABX, ACGL, AFL, AMGN, CLGX, DLR, FFIV, FTI, KIM, LSTR, NOW, ORLY, PKG, PLXS, RJF, TSCO, UNM, VAR, XLNX.
Thurs Oct 26 – US wholesale inventories for Sept. 8:30amET.
Thurs Oct 26 – US advance goods trade balance for Sept. 8:30amET.
Thurs Oct 26 – US pending home sales for Sept. 10amET.
Thurs Oct 26 – earnings before the open: Aixtron, ALLE, ALV, Anheuser Busch, APD, Bayer, BMY, BSX, BWA, CCMP, CELG, CHTR, CMCSA, CME, Deutsche Bank, ENTG, EQT, F, HLT, MMC, NEM, Nokia, ODFL, Santander, Schneider Electric, UNP, UPS, WM, XEL.
Thurs Oct 26 – earnings after the close: AIV, ATEN, CB, CDNS, EXPE, FLEX, FTNT, GILD, GOOG, HIG, INTC, LPLA, MSFT, NATI, PFG, SYK, VDSI, VRSN.
Fri Oct 27 – China Sept industrial profits (Thurs night/Fri morning).
Fri Oct 27 – US Q3 GDP, personal consumption, and core PCE for Q3. 8:30amET.
Fri Oct 27 – US Michigan Confidence numbers for Oct. 10amET.
Fri Oct 27 – earnings before the open: B, MRK, PSX, SC, TRU, Volkswagen, WY, XOM.
Mon Oct 30 – US personal income/spending and PCE for Sept. 8:30amET.
Mon Oct 30 – US Dallas Fed index for Oct. 10:30amET.
Mon Oct 30 – analyst meetings: CSX
Mon Oct 30 – earnings before the open: HSBC
Mon Oct 30 – earnings after the close: AVB, CGNX, RE, RTEC, VNO
Tues Oct 31 – US Employment Cost Index for Q3. 8:30amET.
Tues Oct 31 – US Case-Shiller home price index for Aug. 9amET.
Tues Oct 31 – US Chicago PMI for Oct. 9:45amET.
Tues Oct 31 – US Conference Board Sentiment readings for Oct. 10amET.
Tues Oct 31 – earnings before the open: ADM, AET, Airbus, AMT, Barclays, BNP, CMI, ECL, GGP, K, MA, OSK, PFE, XYL.
Tues Oct 31 – earnings after the close: APC, CHRW, CXO, WFT, X
Wed Nov 1 – US ADP jobs report for Oct. 8:15amET.
Wed Nov 1 – US Markit Manufacturing PMI for Oct. 9:45amET.
Wed Nov 1 – US Manufacturing ISM for Oct. 10amET.
Wed Nov 1 – US construction spending report for Sept. 10amET.
Wed Nov 1 – US auto sales for Oct.
Wed Nov 1 – FOMC meeting decision. 2pmET.
Wed Nov 1 – earnings before the open: AGN, APO, CLX, EL, GRMN, HFC, Novo Nordisk, ORBK, Standard Chartered, TAP, TRI.
Wed Nov 1 – earnings after the close: ALL, BHF, BXP, CAVM, CSGS, FB, LNC, MANT, MET, MUSA, OXY, PRU, QCOM, ULTI, XPO.
Thurs Nov 2 – US nonfarm productivity and unit labor costs for Q3. 8:30amET.
Thurs Nov 2 – earnings before the open: ADP, AN, BCE, CI, Credit Suisse, DISCA, H, ICE, Royal Dutch Shell, Sanofi, Swiss Re, WRK.
Thurs Nov 2 – earnings after the close: AAPL, AIG, CBS, CRUS, FLR, HLF, RMAX, SBUX, UNIT.
Fri Nov 3 – US jobs report for Oct. 8:30amET.
Fri Nov 3 – US trade balance for Sept. 8:30amET.
Fri Nov 3 – US factory orders and durable goods orders for Sept. 10amET.
Fri Nov 3 – US non-manufacturing ISM for Oct. 10amET.
Tues Nov 7 – US JOLTs jobs report for Sept. 10amET.
Tues Nov 7 – US consumer credit for Sept. 3pmET.
Thurs Nov 9 – US wholesale trade sales/inventories for Sept. 10amET.
Fri Nov 10 – US Michigan Confidence preliminary numbers for Nov. 10amET.
Tues Nov 14 – US PPI for Oct. 8:30amET.
Wed Nov 15 – US CPI for Oct. 8:30amET.
Wed Nov 15 – US Empire Manufacturing for Nov. 8:30amET.
Wed Nov 15 – US retail sales for Oct. 8:30amET.
Wed Nov 15 – US business inventories for Sept. 10amET.
Thurs Nov 16 – US import prices for Oct. 8:30amET.
Thurs Nov 16 – US industrial production for Oct. 9:15amET.
Thurs Nov 16 – US NAHB housing index for Nov. 10amET.
Fri Nov 17 – US housing starts and building permits for Oct. 8:30amET.
Mon Nov 20 – US Leading Index for Oct. 10amET.
Tues Nov 21 – US existing home sales for Oct. 10amET.
Wed Nov 22 – US durable goods for Oct. 8:30amET.
Wed Nov 22 – US final Michigan Confidence numbers for Nov. 10amET.
Wed Nov 22 – FOMC 11/1 meeting minutes. 2pmET.
Fri Nov 24 – US flash PMIs for Nov. 9:45amET.
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The Return is like a holographic universe imo and one way scenes, characters and storylines are linked is via visual connections (often subtle) between scenes. Here are some possible connections and nutty ideas as usual. Chet's car vs Shelly's car. "Let's Rock" was written on Chet's windshield in red lipstick. Shelly has on bright red lipstick and the french lady applies some in P12. Gordon had a romantic moment with both. Also, the french lady and Chantal wear the same red bottom shoes, which Lynch makes sure we notice. The french lady and Audrey in P12 wear inverse colors. Wood coffee tables in two P12 scenes. Is Audrey 'inside' the tables (wood) or an 'inside-out' version of the french lady? Those two scenes may relate to Audrey. Jacoby introduces Audrey in P12 and there's a slow pan to the left towards Charlie's desk passing a bookcase. In P1, when the officers enter Ruth's apt, there's a slow pan across the living room from the right showing a similar bookcase. These pans happen at the same time in a P1/P12 sync starting with the insurance man and Hawk similar greetings. Murphy & Fireman walk up stairs and watch screens. MrC was also imprisoned and released from the Fireman's place. Doris Truman & Alice Tremond Dodges in P5 and P18. (Play 'Uniform - Habit' starting when Diane says "Let's go" P18, it's neat). Phone calls. MrC talks about calling Mr.Strawberry in P5. Jane treats Dougie like a dog in that scene, "you're in the doghouse mister." Chad & mystery guy at Carrie's. Chad says "right between the..." before he's knocked out. The hallway at the Yankton prison seems to mirror the hallway in the sheriff's station prison. Diane's account of the night of the rape to the FBI seems to parallel Donna's romantic account to Harold Smith about kissing a boy in S2. Both touch their lips with eyes clothes when describing the kiss..hands, smokers. Sitting guards black lodge places. Vehicles through doors. Delivery to Jacoby in P1 from 'Joe' with two boxes and Richard's truck after the hit and run. Richard brings the truck to a yard with a few other vehicles. Jacoby paints.. Cross those scenes up, and it follows that a vehicle was painted over following a hit and run? Limping Krystal and the Cowboy shot in the foot. Dr. Ben and Ben check for a sound. Maddy & Lucy, BOB scenes. Jane and Diane. "Come over here to me." Sites in woods. (an alternative site where Laura was found in the old story, alive like Naido was?) The spot may also be linked to where Cooper was dropped to in P3. Gordon and Bushnell. The address at the Buckhorn hotel shown over a window with red curtains is 109. 9 mins into P1 is the NYC brick building interior where the glass box is. Buckhorn hotel and NYC penthouse.. are these brick buildings connected? Albert and Gordon make a similar pose as in the photo. That room is the only place outside of P3 where the glass box murder was mentioned. From the layout, the french lady's head would be inside the box. Beeping equipment in the FBI's hotel room transitions to the hospital room in P16, Gordon and Bushnell both look puzzled. Hospital room, hotel room, and the glass box site all seem to be connected. Underneath the glass box resembles shelving and junk at that place in Argentina. Rings, Jeffries and glass box. In P3, Briggs's big head floats by after Naido falls off the spacecraft thing. Cooper's face becomes superimposed over the sheriff's station scene in P17 when he notices Naido, and right then Bobby shows up and Cooper mentions Briggs. Also, Freddie punches that hole in the floor at the station and Naido brought Cooper up through the floor (with images overlayed, the bell is over Frank who sits perfectly still at his desk the entire scene). It's also 2:53 in both places. Cooper enters rancho rosa similar to how Ray left in P13. Cooper got a ring to put on MrC so he can stay out of the lodge, Ray got a ring to put on MrC to stay out of prison. Ray and Richard. From P8, Ray goes to the black lodge warehouse place. Richard from P10 goes to the same place after he robs grandma. At the start of P16, Richard rode with MrC on the passenger side and at the start of P8, Ray was in the driver's seat. They represent that right and left arms of Cooper or someone else? Cooper stuck a fork in the socket with his right arm and Richard was electrocuted. Ray stutters when calling 'Phillip' on the speaker phone in P8. "I..I..saw something in Cooper." P16, Phil Bisby talks similarly on a call to Bushnell (who was also on speaker phone) about the FBI looking for Dougie. Ray says he saw something in Cooper, and it could be the key to what this is all about. After the P16 call, Bushnell looks closely 'in' Cooper. Just before that, Vegas FBI pulled up to Jones house and Wilson said it looked like nobody's home. Does the Jones house in P16 represent Cooper's mind/dream? Mitchums and the girls go inside of the Jones house at the end of the P16 shootout and Cooper seems to bring them with him into the dream at the station in P17. Phyllis & Charlie couch and clothes colors. Bill Hastings/Audrey Horne connection would open the story quite a bit. Jeffries & Cooper. in P3, Ronette says "Hurry up my mother is coming." In P10, as JaneyE climaxes, Sonny Jim rises up from the bed. In S2, Ronette woke up from a nightmare at the hospital about Laura being killed. Sonny Jim is likely a dreamer in S3. Scenes like P13 at the warehouse and P17 BORB battle play out like a kid's dream. Reunions. Cooper plucks a tiny amount of hair in P16 and it looks different than the chunk of hair that Gerard gets. In the same part, Audrey's hair is noticeable. In a version of the story, was an Audrey manufactured? Gerard and Gordon find a spot. Cooper is communicating secretly with Gordon? Gerard popped up in P6 at the Jones house when Albert was fetching Diane and Gordon was alone. Gordon told Albert "and let me remind you that this work you are doing tonight is very, very important" which also could apply to what Cooper was doing at that time with the case files. Steven and Wilson in P15. Possible connection between TP and Vegas stations. Storyline where Steven works under Hawk paralleling Wilson and Headley? Duncan Todd's office in next scene P15. Steven and Wilson were both verbally abused by a boss/prospective employer. Becky and the 'new girl'. Rodney & Candie parallel MrC & Darya's relationship? P9, Betty visited by the 3 officers minus Andy vs Andy minus the others visiting the Fireman, P14. Woodsman infiltrated that infinite stretch of the red room where the white horse was? Horse sound at the end of P8 when the Woodsman walked off and the Woodsman talked about a horse. The vomiting face that was inside of Dougie plus Diane... Supervisor Burns & Audrey. Sinclair in P10 in the surveillance room said the hotel burned badly to the ground. P5 in the same room, Burns was badly beaten by Rodney on the floor and kicked in the stomach repeatedly (if Audrey connects to Burns, the beating could represent a miscarriage) 119 lady/junkie & Ella. Ella told Chloe that she got fired from her job serving burgers and got a new job across the street, serving burgers. Two houses across the street at rancho rosa. Warren and Warrick in P5. Warren brings MrC food and Warrick is Burns's replacement. Is there a version of the story where Cooper was being held hostage at the casino? (dead dog farm retcon?) "I killed that guy" Freddie told the story about snapping a guy's 'Gregory.' Hawk & Phyllis hair. Hawk took a walk early P2 around when Phyllis was surprised by MrC... It really seems that Diane has something to do with Buella's place. EDIT: Diane & Buella. Wait, is Tammy half man half woman? Betty Briggs looks like an older version of Diane.
More Interesting Times (Part 2) by Jayge 8^J In 2017, Jeff Bezos of Amazon is said to have made $107 million a day on average, adding $40 billion to his fortune, now estimated at $150 billion. Every year war, disease, poverty, illiteracy, and famine remain unresolved, while our billionaire blight grows. Are these mere coincidences or something far more serious? Tim predicted that for each of the next 10 years that same pattern will continue, making matters ever worse than they are today. Billionaires create poverty & misery in society, not wealth. Speaking of worthless billionaires brings us to covfefe, psycho liar Trump and his 3,001 'alt-truths' since his fat ass landed in the Oval Office. “We must make our choice. We may have democracy, or we may have wealth concentrated in the hands of a few, but we cannot have both.” ― Supreme Court Justice Louis D. Brandeis, a Zionist before Zionism turned ugly. Trump's now angling for a Nobel Peace Prize, yet we know it's really about his ego and profiteering. Supporters say he's a real estate branding genius playing 4D chess, but we see shameless chutzpah & 1D checkers. What about his Trump U. swindle? Lady Liberty and Mother Earth better beware of Trump, like demon Kissinger, cuz the republic has never been in worse hands. His new top Jewish economic adviser is Larry Kudlow, who allegedly was ousted from Bear Stearns senior management in the mid-90s with a monthly $100K cocaine habit. Trump is surely an enigma worth investigating. His Wikipedia page provides some facts of his life, while skewing or omitting others. Curiously, his net worth is said to be $3.1B, while he claims over $10B and others maintain that his bankruptcies made him a debt slave to Russian, Jewish, Arab, and/or Italian mobs. Let's ban billionaires. If $999,999,999.99 isn't enough for you, then we don't want you & your U.S. assets will be used to solve society's problems, a reminder of this century-old ragtime classic, "The rich get rich and the poor get poor / In the meantime, in between time / Ain't We Got Fun". 'Dark Journalist' Daniel Liszt shows startling revelations in his livestream YouTube presentations, including that Trump's 'nuclear' uncle, electrical engineer John George Trump, had private access to Nikola Tesla's papers after his death & in 1987 President Nixon sent Trump a letter, urging him to run for president, cuz he would win. Trump keeps it on display. Also, he found a series of X steganography, from Egyptian & Mayan hieroglyphs, Mystery Schools, to planet X, to secret Eisenhower X-program, to fresh JFK assassination info, to LBJ library's 'X' document, to Nixon insider Robert Merritt & White House 'extraterrestrial time capsule', to journalist-author Frank Scully, source of The X-Files character Dana Scully, & much more. Zachary K. Hubbard exposes info about elite-coded news headlines, sports fraud, deaths of celebrity, political, & sports figures, CNN is CIA, & much more, all Kabbalah numerology Gematria based & their divide & conquer ritual methods in his book Letters & Numbers, free to find truth blog, The Gematria Effect weekly radio show, & YouTube channel Gematria Effect News, after his other channels were deleted by Google's YouTube. He & Thom Hartmann are rare sane radio voices amid a sea of rabid, fear & war mongering, far right extremist stochastic terrorists, evolution, globe, or climate change deniers. George Soros, Hillary Clinton, Nancy Pelosi, & Barack Obama aren't the root of evil. It's the fascist GOP, stupid. Back in 2018, after unwinding each phi vector taken, Travers was visited by Men in Black who had probing inquiries about his recent whereabouts, activities, & encounters, as well as stern directives & threats not to speak to anyone about them. He now felt that all of his noble intentions & efforts had failed, but unknown to him things were about to get interesting. Amid clouds of corruption uncovered by Robert Mueller's investigation, Trump suddenly resigned along with Mike Pence, the former to serve prison time abroad for tax evasion, the latter to try televangelism. Paul Ryan as Speaker of the House of Representatives was next in line, but declined so President pro tempore of the Senate Orrin Hatch was sworn in as 46th U.S. president. Something quite unprecedented was occurring. "Donald John Trump is the 45th and current President of the United States. Before entering politics, he was a businessman and television personality. Trump was born and raised in the New York City borough of Queens, and received an economics degree from the Wharton School of the University of Pennsylvania. He took charge of his family's real estate business in 1971, renamed it The Trump Organization, and expanded it from Queens and Brooklyn into Manhattan. The company built or renovated skyscrapers, hotels, casinos, and golf courses. Trump later started various side ventures, including licensing his name for real estate and consumer products. He managed the company until his 2017 inauguration. He co-authored several books, including The Art of the Deal. He owned the Miss Universe and Miss USA beauty pageants from 1996 to 2015, and he produced and hosted the reality television show The Apprentice from 2003 to 2015. Forbes estimates his net worth to be $3.1 billion." -- Wikipedia Apparently, Time Lord Jefferson took matters into his own hands & carefully set them aright. He had a stenographer secretly record his Monticello meeting. While Travers slept tight in a feather bed, Jefferson borrowed his Cronosoar. With Benjamin Franklin, he devised a solution to Travers' conundrum & spied on the White House to ascertain the situation, using a special Franklin-made drone. A plebiscite outlawed lobbying & dissolved the legislative branch of government along with corporate boards to reform with all new faces, while those ousted faced corruption charges. He made America fair again. We the People got new systems for our Founders' broken model. Several ambitious parties sprang up, including Native Law, Gaia Greens, Latin Power, Black Rights, & Young Turks, replacing the splintered Democrats. Out of a rebranded GOOP, which now stood for Geezer Obsolete Obstructionist Party, a more apt appellation, rose Libertarians, Constitutionalists, & a mega MAGA Mad Hatter's Tea Party. To be an American was honorable once more. Franklin said or wrote, "Time is money." "An investment in knowledge pays the best interest." "Tell me and I forget. Teach me and I remember. Involve me and I learn." "Well done is better than well said." "By failing to prepare, you are preparing to fail." "We are all born ignorant, but one must work hard to remain stupid." "Half a truth is often a great lie." "Genius without education is like silver in the mine." "Where liberty is, there is my country." "When you're finished changing, you're finished." "There was never a good war or a bad peace." "Either write something worth reading or do something worth writing." "He that lives upon hope will die fasting." "Some people die at 25 and aren't buried until 75." "Energy and persistence conquer all things." "The Constitution only gives people the right to pursue happiness. You have to catch it yourself." "The doorstep to the temple of wisdom is a knowledge of our own ignorance." "Being ignorant is not so much a shame, as being unwilling to learn." "The doors of wisdom are never shut." "Life's tragedy is that we get old too soon and wise too late." "There are three things extremely hard: steel, a diamond, and to know one's self." "It is easier to prevent bad habits than it is to break them." "When in doubt, don't." "Never confuse motion with action." "Take time for all things: great haste makes great waste." "If time be of all things the most precious, then wasting time must be the greatest prodigality." "The eye of the master will do more work than both his hands." "He that can have patience can have what he will." "Employ thy time well, if thou meanest to gain leisure." "Lost time is never found again." "One today is worth two tomorrows." "Benjamin Franklin FRS FRSE was an American polymath and one of the Founding Fathers of the United States. Franklin was a leading author, printer, political theorist, politician, freemason, postmaster, scientist, inventor, humorist, civic activist, statesman, and diplomat. As a scientist, he was a major figure in the American Enlightenment and the history of physics for his discoveries and theories regarding electricity. As an inventor, he is known for the lightning rod, bifocals, and the Franklin stove, among other inventions. He founded many civic organizations, including the Library Company, Philadelphia's first fire department and the University of Pennsylvania." -- Wikipedia NATO forces on joint military training operations with the IDF sprung a surprise trap netting top Zionist brass & placed the tiny nation under strict martial law, while UN peacekeepers & NGOs moved in to secure nuclear weaponry to prevent their insane Samson Option & conduct mass migrations. Palestinians were freed to inhabit West Bank settlements, while boycott denial non-Semitic militant white Zionists were herded into work camps in Gaza & the West Bank under miserable apartheid conditions they had made, ultimately for themselves. Israel roared empty claims of anti-Semitism at UN headquarters & in their global media Kabbalah cabal, but got no response. "Revenge is a dish best served cold." -- Klingon proverb (from Star Trek II: The Wrath of Khan) Similar roundups by the FBI in the U.S. netted KKK, CIA, NSA, neo-Nazis, Saudi royals, white nationalists, racist skinheads, Dark Money fat cats, & Proud Boys, who soon found themselves in Gaza, where ex-President Trump was torn apart by some who felt betrayed by him in a vicious civil war between far right militant Zionists & farther right militant Zionists. A great weight was lifted off humanity's back, the International Red Cross finally released its meticulous WWII camp statistics, & seemingly miraculous drops occurred in nosy spies, Spam emails, & most surprisingly 99% of the Pentagon budget, followed by reciprocal defense moves worldwide. The elite's 3,000-year-old Abrahamic religions experiment was banned as dangerously counter-productive. Our planet entered the Aquarian Age, brimming with green energy opportunity, exploration of the Cosmos, resources on other worlds, & extraterrestrial communication. "The Samson Option is the name that some military analysts and authors have given to Israel's deterrence strategy of massive retaliation with nuclear weapons as a "last resort" against the specific country whose military destroys Israel. Commentators also have employed the term to refer to situations where non-nuclear, non-Israeli actors, have threatened conventional weapons retaliation." -- Wikipedia Silly coincidence theories of 19 'Muslim hijacker' clowns led by a CIA clone in a cave, 'magic bullet', 'lone assassin', Nazi Reichstag fire, 'surprise attacks' of Havana Harbor, Lusitania, Pearl Harbor, Gulf of Tonkin, & 9/11, didn't stand the test of time. Travers laughed when he read that Ari Quotient, Max Ernst, & Elbert Dreistein were in line for the quadrennial 2022 Fields Medal, so-called 'Nobel Prize' in mathematics, for their elaborate so-called proof that time travel is impossible. Chillin' later at the beach with network maven yogi bud CEJ, while simultaneously wondering whether eigenvector matrices were quasicrystalline spin networks, they saw Garrett Lisi parasailing & approached the easy-going theorist-adventurer. After Tim's talk with Newton, he tried once more to grok gravity by asking Lisi for insight, who said, "All fields of the standard model and gravity are unified as an E8 principal bundle connection. A non-compact real form of the E8 Lie algebra has G2 and F4 subalgebras which break down to strong su(3), electroweak su(2) x u(1), gravitational so(3,1), the frame-Higgs, and three generations of fermions related by triality. The interactions and dynamics of these 1-form and Grassmann valued parts of an E8 superconnection are described by the curvature and action over a four dimensional base manifold." "The mathematics of quantum mechanics very accurately describes how our universe operates." "I think the universe is pure geometry - basically, a beautiful shape twisting around nd dancing over space-time." "I always found it satisfying that gravity was described by Einstein's geometric theory of general relativity." "There are a lot of good things about string theory, and it's great that some people want to work on it." "I'm afraid the workings of J.J. Abrams' mind fall outside the predictive capacity of any coherent theory." "Surfing is simply the most fun I know how to have on this planet." "Ninety-five per cent of my time is virtually wasted." "You cannot think when you're ecstatic." "Science is our last and greatest frontier." "The only thing that makes sense is if the universe is beautiful and simple and elegant." "Antony Garrett Lisi, known as Garrett Lisi, is an American theoretical physicist and adventure sports enthusiast. Lisi works as an independent researcher without an academic position. He is a strong proponent of balance in life, in his case between scientific research and enjoyment of the outdoors." -- Wikipedia "In quantum mechanics, the Planck time (tP) is the unit of time in the system of natural units known as Planck units. A Planck unit is the time required for light to travel in a vacuum a distance of 1 Planck length, which is approximately 5.39 × 10 −44 s. The unit is named after Max Planck, who was the first to propose it." -- Wikipedia "An attosecond is...one quintillionth of a second. For context, an attosecond is to a second what a second is to about 31.71 billion years." -- Wikipedia "The Wheeler–DeWitt equation is...part of a theory that attempts to combine mathematically the ideas of quantum mechanics and general relativity, a step towards a theory of quantum gravity...time plays a role different from what it does in non-relativistic quantum mechanics, leading to the so-called 'problem of time'. -- Wikipedia Hugh Everett III, colleague of John Wheeler & Bryce DeWitt, wrote Universal Wave Function Theory that proposed a many-worlds interpretation of quantum mechanics. "Just for scale, one unit of Planck time is less than a trillionth of a trillionth of the attosecond described above!...for things that happen below the Planck scale, time disappears." -- Gregg Braden, Fractal Time, page 102, doing his best impression of Paul Charles William Davies "Einstein’s 1905 paper came out and suddenly changed people’s thinking about space-time. We’re again in the middle of something like that. When the dust settles, time—whatever it may be—could turn out to be even stranger and more illusory than even Einstein could imagine." -- Carlo Rovelli "We shall require a substantially new manner of thinking if mankind is to survive." -- Albert Einstein "Terence McKenna...Timewave Zero...fractal modeling of time" -- Wikipedia Today Travers' weltanschauung took a serious hit when he was informed that Wikipedia, which he had contributed occasional editing, was another tool of the ruling elite. There was no doubt Tim needed some math tutoring, but now he had all the time in the world. CEJ, born in the year of the Wheeler–DeWitt equation, took Tim's Cronosoar for a proper shakedown cruise so both of them might study Lisi's ideas without sacrificing vacation time. They crossed paths once with John Titor, towing him out of a 'temporal causality loop', like that experienced by USS Enterprise NCC-1701-D crew & USS Bozeman under Captain Morgan Bateson (Kelsey Grammer) in "Cause and Effect" season 5 episode 18 of Star Trek: The Next Generation. In appreciation, he shared some 2036 trove coordinates & his ""stationary mass, temporal displacement unit powered by two top-spin, dual positive singularities", producing a "standard off-set Tipler sinusoid"...Two magnetic housing units for the dual micro singularities... An electron injection manifold to alter mass and gravity of the micro singularities...A cooling and X-ray venting system...Gravity sensors, or a variable gravity lock...Four main cesium clocks...Three main computer units" -- Wikipedia However, they steered clear of Doc Brown's device & the McFly family, due to many time anomalies they were well-known for. Besides, that flux capacitor DeLorean was a fire hazard. "Our greatest glory is not in never falling, but in rising each time we fall." -- Confucius "Observe good faith and justice with all nations. Cultivate peace and harmony with all." -- George Washington "We spend a great deal of time studying history, which, let's face it, is mostly the history of stupidity." -- Stephen Hawking "One of the lessons of history is that nothing is often a good thing to do and always a clever thing to say." -- Will Durant "That men do not learn very much from the lessons of history is the most important of all the lessons of history." -- Aldous Huxley "The value of history is, indeed, not scientific but moral: by liberalizing the mind, by deepening the sympathies, by fortifying the will, it enables us to control, not society, but ourselves -- a much more important thing; it prepares us to live more humanely in the present and to meet rather than to foretell the future." -- Carl Becker "History is a cyclic poem written by time upon the memories of man." -- Percy Bysshe Shelley "History repeats itself, first as a tragedy, second as a farce." -- Karl Marx "History doesn't repeat itself, but it does rhyme." -- Mark Twain "History proves that the white man is a devil." -- Malcolm X Little Travers' work playlist was predictable: Time Warp from Rocky Horror Picture Show, Time Has Come Today by the Chambers Brothers, Back in Time by Huey Lewis & the News, Time by Pink Floyd, Time in a Bottle by Jim Croce, Time After Time by Cyndi Lauper, Does Anybody Know What Time It Is by Chicago, Times Like These by the Foo Fighters, Feels Like the First Time by Foreigner, Clocks by Coldplay, Rock Around the Clock by Bill Haley & the Comets, Time Is on My Side by the Rolling Stones, Love Me Two Times by the Doors, Old Time Rock & Roll by Bob Seger & the Silver Bullet Band, The Longest Time by Billy Joel, Good Times Roll by the Cars, Too Much Time on My Hands by Styx, Big Time by Peter Gabriel, Where Have All the Good Times Gone by the Kinks, Time for Me to Fly by REO Speedwagon, If I Could Turn Back Time by Cher, Wasted Time by the Eagles, Your Time Is Gonna Come by Led Zeppelin, Foreplay / Long Time by Boston, The Last Time by the Rolling Stones, Time to Move On by Tom Petty, Time Waits for No One by the Rolling Stones, Out of Time by the Rolling Stones, Three Times a Lady by the Commodores, Time by the Alan Parsons Project, Every time You Go Away by Paul Young, Ain't Wastin' Time No More by the Allman Brothers, Tulsa Time by Eric Clapton, Sign o' the Times by Prince, By the Time I Get to Phoenix by Glen Campbell, Long Time Gone by Crosby, Stills, Nash, & Young, How Many More Times by Led Zeppelin, Nothin' But a Good Time by Poison, Knock Three Times by Tony Orlando & Dawn, Time (Clock of the Heart) by Culture Club, The First Time Ever I Saw Your Face by Roberta Flack, This Time by Bryan Adams, Time Stand Still by Rush, Anytime at All by the Beatles, Killin' Time by Clint Black, No Time This Time by the Police, Party All the Time by Eddie Murphy, Remember the Time by Michael Jackson, Isn't It Time by the Babys, Bad Time by Grand Funk Railroad, Child in Time by Deep Purple, Only Time Will Tell by Asia, Time Is Running Out by Muse, This Time Tomorrow by the Kinks, Man Out of Time by Elvis Costello, King of the Night Time World by Kiss, Sour Times by Portishead, Comes a Time by Neil Young, Do That to Me One More Time by Captain & Tennille, Another Place Another Time by Jerry Lee Lewis, Where Have All the Good Times Gone by Elton John, Sea of Time by George Martin Orchestra, Get It Right the First Time by Billy Joel, I've Had the Time of My Life by Jennifer Warnes, The Times They Are A-Changin' by Bob Dylan, No Time by Guess Who, Time Won't Let Me by the Outsiders, Time of the Season by the Zombies, Time Machine by Grand Funk Railroad, Give Me Just a Little More Time by Chairmen of the Board, Time to Fly by Spirit, & Kashmir by Led Zeppelin.
J.P. Morgan Early Look at the Market – Fri 1-13-17
Full version: [DELETED PRIOR TO MARKET CLOSE] J.P. Morgan Early Look at the Market – Fri 1.13.17 Trading Desk Commentary; For Institutional Investors Only PLEASE DO NOT FORWARD THIS DOCUMENT
• US futures are up 3-4 points • Asia: Japan Nikkei +0.80%, Japan TOPIX +0.62%, China -0.21%, Hong Kong +0.47%, KOSPI - 0.50%, Taiwan -0.33%, Australia -0.79% • EuroStoxx 50 +0.78%, FTSE +0.37%, DAX +0.60%, CAC +0.85%, Italy +1.18%, Spain +0.76% • USD (DXY) down 0.14%, EUR up 0.32%, GBP up 0.49%, JPY up 0.03%, CNY Onshore down 0.07%, CNH Offshore up 0.14%, AUD up 0.07% • VIX down 0.87% to 11.44 • Gold up 0.14% to $1,197.11 • Silver down 0.09% to $16.81 • Copper down 0.75% to $265.15 • WTI Crude down 1.04% to $52.46 • Brent Crude down 1.21% to $55.33 • Natural Gas down 0.21% to $3.38 • Corn down 0.28% to $3.57/bu • Wheat unch at $426.25 • Treasuries 2yr yields are down ~0.9bps at 1.165%, 10yr yields are down ~1.6bps at 2.347% and 30yr yields are down ~1.1bps at 2.949% • Japan 10yr yields 0.039%, up ~0.9bps on the day • France 10yr yields 0.776%, up ~0.5bps on the day • Italy 10yr yields 1.898%, up ~0.8bps on the day • Spain 10yr yields 1.405%, up ~0.7bps on the day • Germany 10yr yields 0.309%, up ~0.2bps on the day
• Market update – once again, there isn’t much to talk about overnight. China’s trade numbers were the big macro headline but those figures are hardly changing the broader macro narrative (exports fell slightly short while imports were inline). Otherwise the wires were largely void of major headlines. Asia was mixed, Eurozone stocks are rallying nicely (although are on track to end the week lower), and US futures are up a few points. • Calendar - for Friday investors will be watching US Dec PPI/retail sales (8:30amET), US Michigan confidence for Jan (10amET), one Fed speaker (Harker), and earnings (BAC, BLK, FHN, FRC, JPM, PNC, and WFC pre-open). • Eurozone stocks – the main Eurozone indices are seeing solid gains (up ~60-70bp). Most major sub-groups are trading higher but tech, fin services, banks, media, and healthcare are outperforming. Fiat Chrysler is rebounding as investors view its emissions scandal as less severe than the one that hit VW although Renault is weak as Paris prosecutors open a probe into its emissions. Technicolor is the weakest stock in the SXXP after cutting its outlook. • FX – the DXY is in the red again so far Fri morning (the DXY is tracking for a ~1% dip this week). The USD is weak vs. the GBP and EUR and is flattish against the JPY. Investors are looking forward to the Brexit speech on Tues from PM May. • Asia – the major Asian bourses were mixed: Japan (TPX +0.62%, NKY +0.8%), HK (Hang Seng +0.47%, HSCEI +0.66%), mainland China (SHCOMP -0.21%, Shenzhen -1.55%), Korea (KOSPI - 0.5%), Australia (ASX 200 -0.79%), and India (flattish for the major indices). China’s trade numbers were the big headline out of Asia (exports were a touch light while imports were inline). The Bank of Korea decision was largely consistent w/expectations. In India, INFY and TCS are both trading lower despite OK earnings from both. Taiwan didn’t trade very badly despite the underwhelming TSMC guidance. • Japan – it was an extremely quiet and relatively uneventful trading session. Focus has begun to turn to earnings with Retail +2.3% bouncing from recent weakness following Fast Retailing +1.1% and Seven&i +8.6% earnings beat. Downside was led by Nintendo -5.8%, trading close to 10% of total TPX turnover, as its 'Switch' presentation failed to impress - especially with their $299.99 pricing (street was modeling more around $250~$275). Otherwise, dispersion across sectors was low and larger moves were driven more by microheadlines: Takata traded at limit high (+16.47%) after headlines saying the co and the US Justice Department may announce a settlement as soon as Fri over air bags, SMM -4.7% got hit after Nickel's weakness overnight, while Screen -4.0% traded lower on TSMC's weakerthan- expected guidance for 1H '17. • Hong Kong - sector wise Coal outperformed +3.75% together with Chinese OEMs +2.8% while Chinese Railways were down 0.4%. In the Chinese property sector, Vanke was well bid +5.7% after China Resources Holdings has agreed to sell 15.3% of total shs out to Shenzhen Metro Group at 37.2b yuan. In the Auto sector, Great Wall Motor spiked 2.7% after announcing a positive profit alert; the rest of the sector traded higher. Despite a pullback of the commodity complex, Steel +3% and Coal pushed higher driven mainly by further NDRCdriven expectations of SOE reform/consolidation, China Shenhua +4.1% Angang Steel +2.5%. The bounce in oil prices triggered a rally in Energy names, Sinopec putting on a +3.57%, Petrochina +2.6%. • South Korea – the KOSPI ended off 0.5%. Samsung Electronics slumped ~3.45% following tech weakness in the US on Thurs (note that Samsung did a lot worse than TSMC). Hynix finished down ~0.59% (JPMorgan has a Hynix note this morning and recommends booking profits instead of chasing the rally). • Taiwan – the TAIEX ended off 0.33%. TSMC fell 1.63% after its downbeat guidance (although the local TSM did a lot better than the US ADR on Thurs which fell ~3%). The rest of tech didn’t trade too badly despite TSM (MediaTek -0.92%, Hon Hai -0.12%, etc). On the upside, outperformers included Advantech +1.5%, Quanta +0.79%, Pegatron +0.96%, Innolux +1.17%, and AUO +1.16%. • US equity macro update - the multi-month rally has been underpinned by two main developments: 1) improved nominal growth (which predated the election by a few months and is largely politically agnostic for the near-term) and 2) GOD EMPEROR Trump enthusiasm. One of these factors remains in place (growth) while the other is increasingly dubious (the political optimism – see below). However, the market isn’t anticipating instant action out of Washington and in fact the ’17 numbers (~$127-128) don’t really require any political/policy changes (the problem is more w/the 2018 numbers where the tentative ~$145 EPS forecast needs some assistance from Washington). Therefore investors may give the benefit of the doubt to GOD EMPEROR Trump and Congressional Republicans until at least the end of the summer. This faith though is finite and will likely wind up being disappointed as investors appreciate the insurmountable complexity and tradeoffs of tax reform and realize that no government, Republican or Democrat, can provide much added impetus to a full-employment economy facing the twin structural headwinds of tepid labor supply and productivity growth.
Top Headlines for Friday
• China Dec trade numbers; slight export miss and inline imports – exports came in -6.1% (vs. the St -4% and JPM -3.3%) while imports rose 3.1% (vs. the St +3% and JPM +3.4%). Takeaways from JPMorgan’s Grace Ng - While December export growth, in over-year-ago US$ terms, came in below expectations, in sequential terms, exports still rose 1.9%m/m sa, adding to the notable gain at 3.3% m/m sa in November. Besides, imports came in line with expectations, up 2.1% m/m sa in December, following the surge at 7.8% m/m sa in November. Commodity imports came in rather mixed in December, although that followed the notable broad-based gain in November. Looking ahead, the expected modest improvement in global growth going into 2017, along with CNY’s trade-weighted adjustment over the past year, would likely be moderately supportive for China’s external trade, although uncertainty regarding potential US-China trade tensions poses notable risks. http://bit.ly/2imQ8xz • China vs. US – a Chinese newspaper, the Global Times, said blocking Chinese access to its islands in the South China Sea, an idea endorsed by Rex Tillerson during his confirmation hearing, would require the US to “wage war”; "Tillerson had better bone up on nuclear power strategies if he wants to force a big nuclear power to withdraw from its own territories” – Reuters http://reut.rs/2jDzLgS • China currency bears remain despite recent CNY strengthening – Reuters notes that the PBOC may have tempered near-term cautiousness and given pause to short-term traders but sentiment around the yuan is still very gloomy. http://reut.rs/2iri3zz • OPEC unlikely to deliver fully on cut pledge – Reuters notes that some cheating is inevitable and OPEC apparently would be happy if compliance stays within a 50-80% band; OPEC sources say compliance “is never 100%” and the cartel would be content so long as the overall rate is north of 50% – Reuters http://reut.rs/2j7gPs0 • Yellen spoke Thurs night although her remarks weren’t very incremental; Yellen said the US economy doesn’t face any serious short-term obstacles. “Unemployment has now reached a low level, the labor market is generally strong and wage growth is beginning to pick up,” Yellen said Thursday in a meeting with educators. “Inflation has moved up from a very low level, and it’s a little bit under our 2 percent objective, but it’s pretty close.” Bloomberg http://bloom.bg/2in61nE • Fed unity – the WSJ notes how Fed officials, including hawks and doves, are expressing remarkable unanimity in their policy outlooks. A slew of Fed officials spoke over the last few days and most think the FOMC will hike rates 2-4 times this year (most appear comfortable w/the current three hike outlook expressed by the median 2017 dot). WSJ http://on.wsj.com/2jeH3Lk • Monetary vs. fiscal policy - the Fed continues to clearly warn Congress/GOD EMPEROR Trump that any material fiscal stimulus would likely result in a faster withdrawal of accommodation (“Evans Thurs morning became the latest in a series of Fed policymakers to quietly warn that this may not be the best moment to launch a major fiscal plan or throw too much stimulus into the economy” http://reut.rs/2j4IZUl). • US fiscal outlook weakens – the US had a deficit of $580B/3.1% of GDP in C16, up from 2.6% in C15. The 2016 figure follows 6 years of shrinking deficits and the numbers are set to worsen in the years ahead. WSJ http://on.wsj.com/2jcMomt • Tax reform/border taxes - Rep. Devin Nunes (R-Calif.) on Thursday defended the House GOP border tax proposal and called it "a little offensive" that some U.S. companies are criticizing it. "This is not controversial, and quite frankly, it's a little offensive that some of the major American companies that are importers who do business worldwide are even raising concerns of this plan, because I don't see them going to Germany or Mexico or China to raise these concerns” – The Hill http://bit.ly/2jLoQ9a • Border taxes - Larry Kudlow speaking on CNBC (at ~1:15pmET Thurs afternoon) is vehemently against the idea of border taxes and worries that this issue could doom the entire tax reform effort given how controversial it is. Kudlow at one point was being considered for an economic job in the GOD EMPEROR Trump team (it isn’t clear where that consideration stands now). GOD EMPEROR Trump hasn’t explicitly addressed the Ryan border tax blueprint. • Paul Ryan conducted a town hall on CNN Thurs night although there weren’t many materially incremental headlines out of the event. Ryan reiterated a desire to pass ACA replace legislation at the same as the repeal bills are approved. Ryan said Republicans are moving "as quickly as they can" to repeal and replace the Affordable Care Act, but said he doesn't yet have a date, and it will take "a little bit of time" to do so (CNN http://cnn.it/2in0HR5). • Healthcare - the NYT details how GOD EMPEROR Trump’s healthcare promises will be difficult to achieve (http://nyti.ms/2jLkQFK) while the WSJ discusses the bipartisan healthcare problem: “the sick are expensive and someone has to pay” (http://on.wsj.com/2j7eIUU). The head of the conservative House Freedom Caucus predicted Thursday that the GOP's ObamaCare replacement plan is “likely to fail” in the Senate (The Hill http://bit.ly/2jqElzM). • GOD EMPEROR Trump’s team calls on Republicans to make childcare more affordable – GOD EMPEROR Trump aids are instructing Congressional Republicans to incorporate measures into upcoming tax reform legislation to make childcare more affordable. Proposals would allow parents to deduct certain child care costs. Politico http://politi.co/2irsanV • Don’t Let the Dollar Inhibit Growth. A soaring currency could slow exports, fueling populist anger. Time for another Plaza Accord? WSJ editorial. http://on.wsj.com/2iOJGjY • Int’l company-specific news update from Fri morning. The Infosys (out Thurs night US/preopen India) and Tata Consultancy (out after the India close Thurs) earnings were decent but both stocks are getting hit in India trading Fri morning. In Europe Fiat Chrysler is rebounding as investors view its emissions scandal as less severe than the one that hit VW although Renault is weak as Paris prosecutors open a probe into its emissions. Technicolor is the weakest stock in the SXXP after cutting its outlook. • US company-specific news update from Thurs night. It was another pretty uneventful evening. DOV provided F17 guidance – the top line was fine but the EPS guide was a bit below the St. Pandora (P) published an upside preannouncement for CQ4 (the co also announced restructuring actions). Finally, RYI said that it anticipates seasonally lower revenue for the fourth quarter of 2016 compared to the third quarter of 2016 due to fewer shipping days.
Calendar of events to watch for the week of Mon Jan 16
• Bottom Line – the big focus during the week of 1/16 will be on earnings, US eco data (US CPI for Dec Wed morning 1/18), the ECB decision (Thurs 1/19 – this should be a non-event), China eco data (Dec IP/retail sales and Q4 GDP all out Thurs night/Fri morning), and two Yellen speeches (she will take part in a discussion Wed 1/18 at 3pmET and speaks at Stanford Thurs 1/19 at 8pmET). Also GOD EMPEROR Trump’s inauguration is Friday. Keep in mind Mon 1/16 is a holiday in the US (MLK Day). • Mon 1/16 – US markets are closed for MLK Day. BHP is scheduled to give its Q4 production update Mon night. • Tues 1/17 – this day should be pretty quiet w/no major eco numbers and only a few earnings (CMA, MS, and UNH pre-open and ADTN and CSX after the close). In addition, two Fed officials will be speaking (Dudley, Williams), Chinese President Xi gives a keynote at the Davos conf., and UK PM May is expected to give a “major” speech on Brexit. • Wed 1/18 – the big focus on Wed will be the US CPI for Dec at 8:30amET w/investors watching inflation numbers closely. Also Yellen will participate in a discussion (3pmET) and a bunch of earnings are due (AMTD, ASML, Burberry, C, FAST, GS, NTRS, SCHW, and USB pre-open and NFLX, PLXS, PTC, and SLM after the close). • Thurs 1/19 – the ECB decision (7:45amET statement, 8:30amET press conf.) should be a non-event. The other events include Yellen’s speech at Stanford (8pmET) and earnings (BBT, BK, CHKP, KEY, PPG, UNP, and WBS pre-open and AXP, IBM, and SWKS after the close). • Fri 1/20 – this day will be dominated by China’s eco data (Dec IP/retail sales and Q4 GDP out Thurs night/Fri morning), earnings (CFG, COL, GE, KSU, RF, SLB, STI, and SYF pre-open), and two Fed speakers (Harker and Williams). GOD EMPEROR Trump’s inauguration (he becomes president at 12pmET) shouldn’t be all that important (although many are fearful of investors booking profits on the “GOD EMPEROR Trump Trade” following this event).
Catalysts for 2017 – big events to watch for 2017 (preliminary list – additional events likely to be
added) • US bank earnings season kicks off Fri 1/13 (BAC, BLK, FHN, FRC, JPM, PNC, and WFC all report Fri morning). • Earnings - week of Mon 1/16 is the first big one of the CQ4 earnings season. • World Economic Forum 1/17-20 in Davos. • ECB – first ECB decision of the year will occur on Jan 19. • China eco data - Dec IP/retail sales/FAI and Q4 GDP – Fri morning 1/20. • GOD EMPEROR Trump inauguration Fri 1/20. • Oil – OPEC and non-OPEC committee Jan 21-22 Vienna meeting (this will be the first meeting to evaluate whether all the parties are adhering to the recent production agreement). • Italy – Italian Constitutional Court to hold hearing on legitimacy of Italian electoral law on Jan 24. • Japan – there is speculation Abe could call elections in the Jan timeframe. • US banks – the Fed will prob. publish the ’17 CCAstress test criteria around the end of Jan (the criteria was released Jan 28, 2016 for the last testing cycle). • US GDP – the Q4 GDP number will be published Fri 1/27. • China New Year holiday. Mainland markets closed Fri 1/27-Thurs 2/2. • Fed – first Fed decision of the year will occur on Feb 1. • Netherlands will have national elections Mar 15. • Fed meeting – first press conf./dot plot decision of the year is Mar 15. • G20 Fin Min/central bank governors meeting Mar 17-18 in Germany. • China’s National People’s Congress (NPC) and Chinese People’s Political Consultative Conference (CPPCC) usually take place in mid-Mar; the gov’t will formally publish its 2017 economic objectives at this event. • US debt ceiling - the debt limit has been suspended since late ’15 but is due to be reinstated on Mar 16, 2017. • EU Leaders Summit Mar 25 – this could be the forum at which the UK formally triggers Article 50. • WFC’s “living will” – WFC will resubmit its living will in the Mar timeframe. Normally this wouldn’t be a major event but if WFC’s living will is deemed inadequate again the Fed could raise the company’s capital requirements. • France first-round presidential election Apr 23 (run-off is May 7). • US Treasury publishes semi-annual currency report around Apr timeframe (investors will watch China’s designation closely and if it gets labeled a currency manipulator). • US gov’t funding – current spending legislation will keep the gov’t funding until Apr 28 • NATO – Montenegro is expected to become a NATO member in the spring of 2017. • G7 Leaders Summit May 26-27 in Italy. • Italy – new elections are likely in the June timeframe. • Russia – European sanctions against Russia are due to expire in June. Given the likely outcome of the French election, they will prob. not be extended (http://on.wsj.com/2iHEYUB). • China/MSCI - MSCI will announce the result of the China A shares inclusion proposal as part of the 2017 Market Classification Review in June 2017. • G20 Leaders Summit Jul 7-8 2017 in Germany. • German elections – the next German elections will be held between Aug and Oct 2017. • Chinese politics – China’s 19th National Congress will take place in the fall of 2017 and will set the country’s political path for the next five years.
Full catalyst list
• Fri Jan 13 – China imports/exports for Dec (Thurs night/Fri morning) • Fri Jan 13 – US PPI for Dec. 8:30amET. • Fri Jan 13 – US retail sales for Dec. 8:30amET. • Fri Jan 13 – Michigan Confidence numbers for Jan. 10amET. • Fri Jan 13 – Fed speakers: Harker • Fri Jan 13 – earnings before the open: BAC, BLK, FHN, FRC, INFY, JPM, PNC, WFC • Fri Jan 13 - JPMorgan Healthcare Conf. Jan 9-13. San Francisco. • Mon Jan 16 – earnings out Mon night: Rio Tinto • Mon Jan 16 – ECB’s Praet speaks • Mon Jan 16 – BOE’s Carney speaks • Mon Jan 16 – US markets closed for Martin Luther King, Jr. Day • Tues Jan 17 – Fed speakers: Dudley, Williams • Tues Jan 17 – European trading updates: Alstom, Casino, Provident Financial, Renault • Tues Jan 17 – WTR earnings guidance conf. call. • Tues Jan 17 – earnings before the open: CMA, EDU, INFO, MS, SNV, UNH • Tues Jan 17 – earnings after the close: ADTN, CSX • Wed Jan 18 – US CPI for Dec. 8:30amET. • Wed Jan 18 – US IP for Dec. 9:15amET. • Wed Jan 18 – Bank of Canada rate decision • Wed Jan 18 – Fed speakers: Kashkari, Yellen • Wed Jan 18 – analyst meetings: ASNA • Wed Jan 18 – European trading updates: Burberry, Experian • Wed Jan 18 – earnings before the open: AMTD, ASML, C, FAST, GS, NTRS, SCHW, USB • Wed Jan 18 – earnings after the close: CLC, NFLX, PLXS, PTC, SLM • Thurs Jan 19 – ECB decision. 7:45amET statement, 8:30amET press conf. • Thurs Jan 19 – US housing starts and building permits for Dec. 8:30amET. • Thurs Jan 19 – Fed speakers: Yellen • Thurs Jan 19 – analyst meetings: PAY • Thurs Jan 19 – European trading updates: Ahold, British Land, Carrefour, Remy Cointreau • Thurs Jan 19 – earnings before the open: BBT, BK, CBSH, CHKP, JBHT, KCG, KEY, MTG, PPG, UNP, WBS • Thurs Jan 19 – earnings after the close: ASB, AXP, IBM, PBCT, SWKS • Fri Jan 20 – China Dec IP/retail sales/FAI and Q4 GDP (Thurs night/Fri morning) • Fri Jan 20 – ECB survey of professional forecasters. 4amET. • Fri Jan 20 – GOD EMPEROR Trump’s inauguration • Fri Jan 20 – Fed speakers: Harker, Williams • Fri Jan 20 – earnings before the open: CFG, COL, GE, KSU, RF, SLB, STI, SYF • Mon Jan 23 – earnings before the open: BOH, HAL, MCD • Mon Jan 23 – earnings after the close: ATI, BRO, SIMO, ZION • Tues Jan 24 – US flash manufacturing PMI for Jan. 9:45amET. • Tues Jan 24 – US existing home sales for Dec. 10amET. • Tues Jan 24 – European trading updates: BHP, Dixons Carphone • Tues Jan 24 – earnings before the open: AKS, BABA, DD, DHI, FITB, GLW, JNJ, JNS, KMB, LMT, MMM, Philips, PLD, PII, SAP, TRV, VZ • Tues Jan 24 – earnings after the close: AA, CA, CNI, COF, CREE, DFS, ISRG, LG Display, NAVI, Samsung Electronics, STLD, STX, SYK, TSS, TXN • Wed Jan 25 – BP 2017 energy outlook • Wed Jan 25 – analyst meetings: KMI • Wed Jan 25 – European trading updates: Antofagasta, Fresnillo, Tod’s, WH Smith • Wed Jan 25 – earnings before the open: ABT, APH, BA, CVLT, EAT, FCX, GWW, HBAN, ITW, LOGI, PG, PGR, Novartis, NYCB, PGR, Santander, SC, STT, TXT, UTX, VLY • Wed Jan 25 – earnings after the close: BXS, CCI, CLB, DRE, EBAY, FFIV, KNX, LRCX, MCK, NOW, QCOM, T, TCBI, UNPQ, VAR, VRTX, WDC, XLNX • Thurs Jan 26 – China Dec industrial profits (Wed night/Thurs morning) • Thurs Jan 26 – US wholesale inventories for Dec. 8:30amET. • Thurs Jan 26 – US advanced goods trade balance for Dec. 8:30amET. • Thurs Jan 26 – US flash services PMI for Jan. 9:45amET. • Thurs Jan 26 – US new home sales for Dec. 10amET. • Thurs Jan 26 – European trading updates: Anglo American, Diageo, JCDecaux, LVMH, Sage Group • Thurs Jan 26 – earnings before the open: ADS, BHI, BIIB, BMS, BMY, BX, CAT, CELG, CMCSA, DGX, DOW, F, LEA, LUV, MJN, OSK, PHM, PX, RCI, RTN, SHW, Sky, STM, SWK, TROW, Unilever • Thurs Jan 26 – earnings after the close: AJG, BCR, FLEX, GOOG, INTC, JNPR, KLAC, MSFT, MXIM, PFPT, SBUX, VMW • Fri Jan 27 – China New Year holiday. Mainland markets closed Fri 1/27-Thurs 2/2. • Fri Jan 27 – US Q4 GDP. 8:30amET. • Fri Jan 27 – US durable goods for Dec. 8:30amET. • Fri Jan 27 – US Michigan Confidence for Jan. 10amET. • Fri Jan 27 – earnings before the open: APD, BT, CL, CVX, HON, UBS • Mon Jan 30 – US personal income/spending for Dec. 8:30amET. • Mon Jan 30 – US PCE for Dec. 8:30amET. • Mon Jan 30 – US pending home sales for Dec. 10amET. • Mon Jan 30 – earnings before the open: BAH, EPD • Mon Jan 30 – earnings after the close: CR, GGG, IDTI, IEX, LEG, PFG, RGA • Tues Jan 31 – BOJ policy decision (Mon night/Tues morning) • Tues Jan 31 – US employment cost index (ECI) for Q4. 8:30amET. • Tues Jan 31 – US CoreLogic home prices for Nov. 9amET. • Tues Jan 31 – Chicago PMI for Jan. 9:45amET. • Tues Jan 31 – US consumer confidence for Jan. 10amET. • Tues Jan 31 – earnings before the open: ABC, ALLY, COH, HOG, LLY, MA, NDAQ, NUE, PFE, SMG, SPG, TMO, UA, UPS, VLO, WDR, XOM, XRX, ZBH • Tues Jan 31 – earnings after the close: AAPL, APC, BDN, CB, CHRW, EQR, MANH, PLT, X • Wed Feb 1 – China NBS manufacturing/non-manufacturing PMIs (Tues night/Wed morning) • Wed Feb 1 – US ADP employment report for Jan. 8:15amET. • Wed Feb 1 – Markit manufacturing PMI for Jan. 9:45amET. • Wed Feb 1 – US manufacturing ISM for Jan. 10amET. • Wed Feb 1 – US construction spending for Dec. 10amET. • Wed Feb 1 – US auto sales for Jan. • Wed Feb 1 – FOMC decision. 2pmET. • Wed Feb 1 – earnings before the open: ADP, ANTM, MO, MTH, Roche, Siemens • Wed Feb 1 – earnings after the close: ALL, CBL, CDNS, CRUS, DOX, LNC, LSTR, MAA, MET, TSCO • Thurs Feb 2 – ECB economic bulletin. 4amET. • Thurs Feb 2 – BOE policy decision. 7amET. • Thurs Feb 2 – US non-farm productivity and unit labor costs for Q4. 8:30amET. • Thurs Feb 2 – European trading updates: Aberdeen Asset Mgmt., CME, Daimler, Deutsche Bank, EL, IP, MMC, MRK, Nokia, PH, R, Vodafone, WFT, XYL • Thurs Feb 2 – earnings after the close: AIV, CCK, CMG, DATA, FEYE, GGP, GPRO, HIG, KIM, VR • Fri Feb 3 – China mainland markets re-open after being shut for the New Year holiday • Fri Feb 3 – China Caixin manufacturing PMI (Thurs night/Fri morning) • Fri Feb 3 – US jobs report for Jan. 8:30amET. • Fri Feb 3 – US Markit services PMI for Jan. 9:45amET. • Fri Feb 3 – US non-manufacturing ISM for Jan. 10amET. • Fri Feb 3 – US factory orders for Dec. 10amET. • Fri Feb 3 – US durable goods for Dec. 10amET. • Fri Feb 3 – earnings before the open: APO, ATHN, CLX, HSY, PSX, WY • Mon Feb 6 – earnings before the open: AINV, CBOE, HAS • Mon Feb 6 – earnings after the close: MAC • Tues Feb 7 – China Caixin services PMI (Mon night/Tues morning). • Tues Feb 7 – US trade balance for Dec. 8:30amET. • Tues Feb 7 – US JOLTs report for Dec. 10amET. • Tues Feb 7 – US consumer credit for Dec. 3pmET. • Wed Feb 8 – ECB’s Draghi speaks in Dutch parliament • Wed Feb 8 – earnings after the close: PRU • Thurs Feb 9 – US wholesale inventories/trade sales for Dec. 10amET. • Fri Feb 10 – US import price index for Jan. 8:30amET. • Fri Feb 10 – US Michigan Confidence for Feb. 10amET. • Tues Feb 14 – US PPI for Jan. 8:30amET. • Wed Feb 15 – US Empire Manufacturing for Feb. 8:30amET. • Wed Feb 15 – US CPI for Jan. 8:30amET. • Wed Feb 15 – US retail sales for Jan. 8:30amET. • Wed Feb 15 – US industrial production for Jan. 9:15amET. • Wed Feb 15 – US NAHB housing market index for Feb. 10amET. • Thurs Feb 16 – ECB meeting minutes • Thurs Feb 16 – US housing starts/building permits for Jan. 8:30amET. • Thurs Feb 16 – US Philadelphia Fed for Feb. 8:30amET. • Tues Feb 21 – US flash manufacturing PMI for Feb. 9:45amET. • Wed Feb 22 – US existing home sales for Jan. 10amET. • Wed Feb 22 – FOMC minutes from 2/1 meeting. 2pmET. • Thurs Feb 23 – US home price purchase index for Q4. 9amET. • Thurs Feb 23 – US flash services PMI for Feb. 9:45amET. • Fri Feb 24 – US new home sales for Jan. 10amET. • Fri Feb 24 – US Michigan sentiment for Feb. 10amET.
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