Fundstrat head of research and Fundstrat Capital CIO Tom Lee, also a CNBC contributor, joins me here. Tom, good to see you. Great to see you.So, we have this rally that's now extending uh probably beyond what most were positioned for, but it started in a moment of peak uncertainty. Yes. And even when we were in peak uncertainty, a lot of us were saying that's kind of usually forward-looking bullish.But are we now getting to a point where we have finally feasted on all of the uncertainty and now we have a lo ...

Company Overview - Air Lease Corporation (ALC) is a significant aircraft leasing platform with over $55 billion in assets and commitments [10] - The company has a strong order book of 430 aircraft [11, 12] with an estimated aggregate commitment of $276 billion [12] - ALC boasts $76 billion in liquidity, comprising $1 billion in unrestricted cash and $66 billion in available borrowing capacity [11, 12] - Approximately 72% of ALC's fleet NBV is with flag carriers or airlines with government ownership [11] Financial Performance and Market Position - ALC's revenue increased from $2 billion in 2020 to $23 billion in the trailing twelve months (TTM) ending June 30, 2022 [14] - The company's orderbook placement rate rose from 47% in 2020 to 58% in Q2 2022 (TTM) [14] - Operating cash flow increased from $11 billion in 2020 to $15 billion in Q2 2022 (TTM) [14] - Adjusted Pre-tax Return on Common Equity is 122% [11, 42] Industry Trends and Outlook - International passenger volumes are recovering, reaching -29% of 2019 levels [14, 23] - The industry experienced a 658% decline in passenger traffic during the COVID-19 pandemic [27] - ALC has $10 billion in orderbook placements since June 2021 [38]

Company Overview - Air Lease Corporation (ALC) operates as a \$50+ billion aircraft leasing platform [9, 11] - The company's fleet has a young average age of 46 years [10] - ALC boasts a high aircraft utilization rate of 1000% in 3Q 2024 [10] Financial Highlights - ALC has \$32 billion in total assets [10] - The company has \$30 billion in committed rentals [10] - ALC maintains a strong liquidity position of \$75 billion [10] - The adjusted pre-tax return on common equity is 101% [10] Order Book and Deliveries - ALC has commitments to purchase 287 aircraft from Boeing and Airbus for delivery through 2029, with an estimated aggregate commitment of \$182 billion [11, 63, 68] - The company has placed 95% of its committed orderbook on long-term leases for aircraft delivering through the end of 2026 [11, 63, 68] - ALC expects to deliver 130 aircraft through 2026, of which 100% are placed [11, 63, 68]

The Company routinely posts information that may be important to investors in the "Investors" section of the Company's website at www.airleasecorp.com. Investors and potential investors are encouraged to consult the Company's website regularly for important information about the Company. The information contained on, or that may be accessed through, the Company's website is not incorporated by reference into, and is not a part of, this presentation. In addition to financial results prepared in accordance wi ...

2025 COMPANY OVERVIEW The following factors, in addition to those discussed in our press releases and filings with the U.S. Securities and Exchange Commission, could cause actual results to differ materially from our current expectations expressed in forward-looking statements: 3 ▪ a significant decline in customer demand for our transportation assets or services, including as a result of: ▪ prolonged inflation or deflation ▪ high interest rates ▪ weak macroeconomic conditions and world trade policies ▪ wea ...

Gold eased after a three-day gain, before pivotal US jobs data due later Thursday that may shape the outlook for the Federal Reserve’s monetary easing path https://t.co/3yOmod6sJH ...

Welcome back to Power Launch. As Kelly alluded to, Treasury yields are rising as investors digest weaker data for the jobs market and weigh the impact of President Trump's tax and spending package working its way through Congress. And now the next key report will be tomorrow's big granddaddy of them all, the big jobs number. Our Rick Santelli has the bond report with all of those factors at play and the big non-farm payrolls tomorrow.Rick. Yes, Dom. What an interesting day and for a variety of reasons.As yo ...

Bank of England rate-setter Alan Taylor called for a faster pace of easing with three more interest-rate cuts this year, as the risk of a hard landing for the UK economy mounts https://t.co/2ntsKA6nBp ...

South African inflation expectations fall to an almost four-year low, providing policymakers with another reason to press ahead with their easing cycle https://t.co/19NRcxP2lq ...

以下文章来源于IN咖 ，作者聪明投资者 IN咖 . 多视角关注优秀投资人和企业家 " 你要是能预测特朗普，那你本事可不小。 " 这是斯坦 · 德鲁肯米勒（ Stan Druckenmiller ）在 2019 年一场小型闭门交流中半开玩笑地说的一句话。 话音落地，台下笑声一片。 而坐在他身边对话主持人正是斯科特 · 贝森特（ Scott Bessent ），六年后的今天，他是特朗普 2.0 政府 的财政部长，超级核心成员。 贝森特对德鲁肯米勒的认可是毫不掩饰的。 他在去年的一场访谈中就公开表示，"索罗斯做过最伟大的投资，就是发现了斯坦·德鲁肯米勒"。他还说， 多年来，两人保持着每周通话的习惯，彼此信任、互为镜鉴。 等贝森特出去转悠一圈回归索罗斯基金，则担任了 5 年首席投资官。 得说，两人之间的默契和交情，确实在这场对话中展露无遗。 这场谈话进行于 2019 年 6 月，也是研究斯坦·德鲁肯米勒不容错过的视频资料之一。 有意思的是，当时的话题跟当下十分相似，集中在时任总统第一任期的特朗普，他的关税政策，以及美联储 的措施等等。 一开场的问题就拉回到德鲁肯米勒最擅长的领域，即货币政策，毕竟按照他自己的说法， " ...