Tariffs ….EU/US …agreed to deal…details to follow

U.S. Earnings Expected: Monday, July 28

Baker Hughes nears $13.6bn deal to buy Chart Industries over the head of rival suitor via Financial Times on.ft.com/41dbsh7

31st Annual Commercial Aerospace &Defense conference…scheduled for sept 4 ..NYC ..

Deals deals and more …plus financial engineering… this one on railroads …UNP buying NSC for stock ( 1 share) plus cash ($88.82)

U.S. Earnings Expected: Wednesday, July 30

Deals deals ….PANW (Palo Alto Networks) buying CyberArk Software …buying $45 cash plus 2.205 shr

Iveco ….Leonardo buying its defense ops

U.S. Earnings Expected: Thursday, July 31

$23 cash distribution to holders declared by USM (new name for US Cellular is Array Digital Infrastructure ..so far ,,same stock symbol___USM) __not clear for taxable accounts if all or any is return of capital or taxed as E&P …

TDS owns over 80% of USM …WILL RECEIVE NEARY $1.7 b..no federal tax given its %ownership

Berkshire Hathaway…2nd quarter press release …lots of dots for various parts of business…lots of 101 re gaap accounting …contingencies updates …all taken together…another quarter …I focus on balance sheet changes …data for companies we invest in ..only 55 pages to study

U.S. Earnings Expected: Monday, August 4

Financial engineering….deal,deals and more ….CommScope (COMM) stock up sharply after announcing sale of its sub CCS(Connectivityand cable solutions) to Amphenol for $10.5 b. Will use proceeds to pay debt ,redeem pfd and distribute cash to holders…share$13.50 vs$7.59 close

Deals deals deals …HNI BUYING Steelcase(SCS)For Cash of $7.20 and 0.2190 shr

U.S. Earnings Expected: Tuesday, August 5

Deals deals and more ….ALCON buying STAA(Starr Surgical ) for $28 cash

U.S. Earnings Expected: Wednesday, August 6

WSJ…story after close …Nexstar talking to Tgna …two broadcasters kicking off likely wave of deals driven by/for economic considerations in linear tv

Paramount…underscores why voting shares that contolcompaydeserve and should command economic premium …other current examples LEN.B …BELFA ..