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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: FTAI Aviation $FTAI builds and leases jet engines—but with a twist
Instead of just renting engines to airlines, it owns, repairs, and rebuilds them through a vertically integrated system of engine modules and aftermarket parts
This lets $FTAI capture profits from both leasing and maintenance—two recurring, high-margin businesses
In short: $FTAI helps airlines keep planes flying while earning “toll-like” cash flows every time an engine needs repair or replacement
$FTAI is a business worth keeping an eye on
$FTAI trades for $182💵 / $18.66B Market Cap
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RT @DimitryNakhla: FTAI Aviation $FTAI builds and leases jet engines—but with a twist
Instead of just renting engines to airlines, it owns, repairs, and rebuilds them through a vertically integrated system of engine modules and aftermarket parts
This lets $FTAI capture profits from both leasing and maintenance—two recurring, high-margin businesses
In short: $FTAI helps airlines keep planes flying while earning “toll-like” cash flows every time an engine needs repair or replacement
$FTAI is a business worth keeping an eye on
$FTAI trades for $182💵 / $18.66B Market Cap
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memenodes
when you realise you're not going to retire your bloodline using crypto https://t.co/Txg4BvVT3M
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when you realise you're not going to retire your bloodline using crypto https://t.co/Txg4BvVT3M
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The Few Bets That Matter
If your stock doesn't look like this, it simply isn't worth buying.
Help me find those who look like this 👇 https://t.co/PEb5ZT5yfA
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If your stock doesn't look like this, it simply isn't worth buying.
Help me find those who look like this 👇 https://t.co/PEb5ZT5yfA
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Fiscal.ai
The CEO of MSCI bought $6.7 million worth of shares in the open market earlier this month.
The stock is currently trading near its lowest forward multiple in 5 years.
$MSCI https://t.co/HW1X2GkJYP
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The CEO of MSCI bought $6.7 million worth of shares in the open market earlier this month.
The stock is currently trading near its lowest forward multiple in 5 years.
$MSCI https://t.co/HW1X2GkJYP
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EndGame Macro
Stability Now Requires More Maintenance
When people see the Fed injected $16 billion, it’s easy to jump straight to crisis thinking. I wouldn’t dismiss it, but I wouldn’t call it a bailout either. This is the Fed keeping the plumbing working. Overnight repos are short term cash for Treasuries swaps, used when funding gets tight at the edges and year end is when those edges usually fray. Balance sheets get defensive, risk limits tighten, and cash that was easy to borrow a week earlier suddenly isn’t. The Fed steps in early because it knows how fast a small funding hiccup can snowball if it’s ignored.
The nuance people miss is that this isn’t QE in a technical sense, but it behaves like QE while it’s happening. The balance sheet doesn’t permanently expand, but reserves are added when they’re scarce, funding stress is suppressed, and the market is reassured there’s a backstop. Markets trade liquidity, not accounting labels so functionally, the effect can feel very similar.
Why The Size Matters Without Exaggerating It
On its own, $16 billion isn’t massive. It’s not the biggest repo activity we’ve seen, and it’s nowhere near the scale of late 2019, when tens of billions were needed day after day during a real funding squeeze. This isn’t that. But the context makes it meaningful. It’s happening after rate cuts, after QT ended, and alongside several other sizable repo operations in a short window. That tells you liquidity isn’t abundant across the system, it’s uneven. Some parts are fine; others are tight enough that the Fed’s window looks like the safest option.
When institutions are willing to borrow at the top of the policy range overnight, it’s a signal they value certainty over price. That’s not panic but it is caution.
What It Says About The Economy
My read is the Fed is managing an economy that’s slowing underneath the surface while markets remain sensitive to shocks. Credit stress is rising, bankruptcies are up, refinancing needs are stacking, and consumers are becoming more selective. In that environment, the Fed’s role shifts from draining liquidity to making sure the pipes don’t clog. These are quiet, preventative moves, the kind you make when the margin for error is thin.
So I wouldn’t wave this off, and I wouldn’t sensationalize it either. It’s not proof something has already broken. It’s proof the system has less slack than it used to, and the Fed knows liquidity has to be there before small stresses cascade. Call it stealth easing if you want…temporary by design, but very real in impact and a sign that a fragile equilibrium is being actively managed.
tweet
Stability Now Requires More Maintenance
When people see the Fed injected $16 billion, it’s easy to jump straight to crisis thinking. I wouldn’t dismiss it, but I wouldn’t call it a bailout either. This is the Fed keeping the plumbing working. Overnight repos are short term cash for Treasuries swaps, used when funding gets tight at the edges and year end is when those edges usually fray. Balance sheets get defensive, risk limits tighten, and cash that was easy to borrow a week earlier suddenly isn’t. The Fed steps in early because it knows how fast a small funding hiccup can snowball if it’s ignored.
The nuance people miss is that this isn’t QE in a technical sense, but it behaves like QE while it’s happening. The balance sheet doesn’t permanently expand, but reserves are added when they’re scarce, funding stress is suppressed, and the market is reassured there’s a backstop. Markets trade liquidity, not accounting labels so functionally, the effect can feel very similar.
Why The Size Matters Without Exaggerating It
On its own, $16 billion isn’t massive. It’s not the biggest repo activity we’ve seen, and it’s nowhere near the scale of late 2019, when tens of billions were needed day after day during a real funding squeeze. This isn’t that. But the context makes it meaningful. It’s happening after rate cuts, after QT ended, and alongside several other sizable repo operations in a short window. That tells you liquidity isn’t abundant across the system, it’s uneven. Some parts are fine; others are tight enough that the Fed’s window looks like the safest option.
When institutions are willing to borrow at the top of the policy range overnight, it’s a signal they value certainty over price. That’s not panic but it is caution.
What It Says About The Economy
My read is the Fed is managing an economy that’s slowing underneath the surface while markets remain sensitive to shocks. Credit stress is rising, bankruptcies are up, refinancing needs are stacking, and consumers are becoming more selective. In that environment, the Fed’s role shifts from draining liquidity to making sure the pipes don’t clog. These are quiet, preventative moves, the kind you make when the margin for error is thin.
So I wouldn’t wave this off, and I wouldn’t sensationalize it either. It’s not proof something has already broken. It’s proof the system has less slack than it used to, and the Fed knows liquidity has to be there before small stresses cascade. Call it stealth easing if you want…temporary by design, but very real in impact and a sign that a fragile equilibrium is being actively managed.
BREAKING 🚨: U.S. Banks
Fed Reserve just pumped $16 Billion into the U.S. Banking System through overnight repos 🤯 This is the 2nd largest liquidity injection since Covid 👀 tweet
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memenodes
If you're single right now, don’t worry because your crypto will probably still go down on you. https://t.co/jh49kPvctN
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If you're single right now, don’t worry because your crypto will probably still go down on you. https://t.co/jh49kPvctN
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