Hi, Folks -

Found here:

http://dinaresgurus.blogspot.com/2015/04/tnt-cc-cliff-notes-13-april.html

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TNT CC Cliff Notes - 4-13-15

T - WE ARE HERE ONCE AGAIN ON A MONDAY MORNING WHERE WE SHOULDN'T BE..BAD ALLERGY DAY TODAY..WILL LET DC DO A LOT OF TALKING. GREAT INFO..I ASKED THEM TO HAVE GOOD QUESTIONS READY TODAY. WHAT'S GOING ON?

DC - HOPE YOU ALL HAD GOOD WEEKEND...STILL WHERE WE WERE ON FRIDAY...EXPECTING THRU THE 15TH..STILL ON LOCK-DOWN. EVERYBODY STILL ON CALL. IRAQ VERY READY..ADJUSTMENTS AND UPDATES TO PARLIAMENTARY GUYS..ABADI IS IN USA RIGHT NOW...STILL SHOWING SAME THING ON THEIR TV...THEY HAD AN ANNOUNCEMENT OF TRAINING ABOUT RATE CHANGE OVER THE PAST 3 DAYS. STILL HAVING TRAINING. ONE THING IS THE BUDGET WAS PUBLISHED IN PAPER - WAS ALREADY ELECTRONIC A MONTH OR TWO AGO. ISIS STUFF CONTINUES. MOST IS VERY PUBLIC HOW THEY ARE SOFTENING TARGETS.

T - ABADI AND CREW OF PEOPLE HERE...THEY ARE SCHEDULED TO DO SOMETHING TODAY, TOMORROW --

DC: SCHEDULED TO MEET WITH PRESIDENT TOMORROW. HAVING MANY MEETINGS TODAY, TOMORROW AND WED MORNING WHILE THEY'RE HERE.

T - STILL GOT THE NEWS ON TV SAYING FINAL PHASE COMING TO AN END.

DC - RIGHT IN THE COMING DAYS.

T - THERE'S A VERY HIGH BELIEF THAT THIS IS THE FINAL WEEK.

DC- THERE'S A VERY STRONG BELIEF THAT THAT'S THE CASE IN IRAQ.

DC: EVERYBODY HAS A VERY HIGH LEVEL OF FRUSTRATION, JUST AS WE HAVE. THEY'RE SAYING, "WE TOLD YOU THE 15TH, AND ITS NOT THE 15TH YET"

T - LET'S TALK ABOUT OUR TWO JUNE ISSUES THAT EVERYBODY'S CONCERNED ABOUT: MOSUL - IT CAN'T HAPPEN TIL AFTER THEN. AND THEY PUBLICLY STATED THEY WERNE'T GOING TO FOLLOW THAT PLAN - THEY WERE COMING UP WITH A NEW PLAN.

T - SO NOW THEY'VE CHANGED ALL THAT. SO NOW WE HAVE TO WAIT FOR RELIEF OF SANCTIONS FROM IRAN - WHICH ARE GOING TO BE RELEASED IN JUNE -- WHICH IS STRESSING IT OUT TIL THEN -- AND WHY IT DOESN'T MAKE SENSE TO WAIT FOR THAT TO HAPPEN.

DC - THEY'RE ALREADY SOFTENING TARGETS THROUGH AIR AND OTHER FORMS HAVE BEEN OCCURRING. THAT'S PART OF THE PROCESS AND PART OF THE PROCESS WAS TO USE THE RV AS PART OF THE DEMORALIZATION PROCESS. IRANIAN THING ALREADY ON NEWS...THINGS HAVE BEEN OCCURRING FOR AWHILE NOW...USING RV AS PART OF DEMORALIZATION PLAN...SOME IN USA TRY TO GET MOSUL IN THERE..OTHERS SAY NO...RV/RI IS PART OF MILITARY CAMPAIGN...STUPID FOR ISIS SOLDIERS TO GET IN FIGHT WHEN THEY WILL GET PAID....WE'VE KNOWN ABOUT THIS FOR A LONG TIME. SOME FOLKS SAYING THEY WANT EVERYTHING PERFECT READY BEFORE IT GOES. OTHER'S ARE SAYING NO. IT WOULD BESTUPID FOR THEIR SOLDIERS TO FIGHT ON WHEN THEY KNOW THEY'RE GOING TO GET KILLED. ARE THERE MEETINGS GOING ON ABOUT MOSUL, SYRIA AND OTHER AREAS. ABSOLUTELY. THEY'RE LINKED IN TERMS OF WANTING THESE THINGS CLEANED UP. THEY'VE BEEN SAYING FOR NEARLY A YEAR THAT THEY AHVE TO GET RID OF ALL OF ISIS. THEY'RE SAYING IT WILL HAPPEN ABOUT THE 15TH, AND THAT'S BEEN CONSTANT FOR AT LEAST 10 DAYS. IN TERMS OF THE IRANIAN THING - I DON'T UNDERSTAND THE THINGS TIED TO THAT - THERE HAS BEEN A FRAMEWORK BY IRAN SAYING HERE'S HOW IRAN CAN GET RID OF THE SANCTIONS. THAT'S NOT WHAT THEY'RE DOING OR PREPPING FOR...RIGHT NOW, IT HAS BEEN CONSTANT FOR AT LEAST 10 DAYS. RE: IRANIAN THINGS..DEAL ISN'T EVEN BAKED OR HALF BAKED...FRAME WORK AGREED TO WITH IRAN PLUS POWER PLAYERS PLUS 1 .... CRITICIZED THROUGHOUT...WE HAVE TO SEE IF IT WILL GO THRU..CHANCES ARE LONG THAT AGREEMENT WILL GO UNTIL JUNE AND BE COMPLETED BY THEN. AFFECTS IRAQ BECAUSE OF BEING NEIGHBORS. ALSO, IT EFFECTS IRAQ BECAUSE THEY ARE A MAJOR NEIGHBOR. IT'S NOT EXACTLY SUPER CLANDESTINE STUFF, BUT WE KNOW THAT IRAN WANTS NUCLEAR CAPABILITIES. DO WE THINK IT'S GOING TO BE PUT IN THE MIX. NOT BY ANYONE I'VE TALKED TO. IRAN WOULD LIKE NUC CAPABILITY...IT DOESN'T EFFECT ANYTHING.......LIKELYHOOD OF IT GETTING DONE AND IMPLEMENTED IS HIGHLY UNLIKELY...NOT PICKING POLITICAL SIDES..NOT TIED TO RV AT THIS POINT.

T: NOW THE US.

DC - GOOD OLD US. OBVIOUSLY A LOT OF THE US GUYS WENT SOUTH TO THE AMERICAS, WORKING ON TRADE AGREEMENTS AND SUCH. STEPS TOWARD NORMALIZATION OF THINGS WITH CUBA. IN USA..EVERYONE...LOTS WENT DOWN SOUTH AND NOTHING TO DO WITH RV...WORKING WITH AMERICAS AND NORMALIZATIONS STUFF...WORKING WITH CUBA....NOTHING TO DO WITH RV..ABADI AND OTHERS IN DC TODAY..NY FIRST..TALKING TO ALL LEADERS ABOUT WHAT TO DO WITH MOSUL AND ISIS AND WEAPONS. SO THAT'S WHERE THAT WAS. DID IT HAVE TO DO WITH THE RV? NO. ABADI AND OTHERS ARE IN DC TODAY. THEY HIT NEW YORK AND THEN DC. TALKING BASICALLY ABOUT WHAT TO DO WITH MOSUL, ETC. LOT OF FOLKS WERE DISAPPOINTED THAT IT WASN'T A VICTORY LAP. BANKS ARE STILL NOTIFIED; LAW ENFORCEMENT STILL NOTIFIED - BASICALLY THE SAME AS THEY WERE ON FRIDAY. THE TRILLION DOLLAR QUESTION IS THIS: ARE THEY GOING TO DO IT WITH THE PM OUT OF COUNTRY? I PERSONALLY THINK THEY GOING TO WAIT TIL HE GOES BACK. IT THINK IT WILL BE VERY QUICKLY WHEN HE GOES BACK. I'VE HAD OTHERS SAY THEY DON'T THINK THAT WILL BE THE CASE - THAT IT COULD STILL GO AT ANY TIME.

T - LAST THURS AND FRI..PEOPLE DISAPPOINTED THIS ISN'T THEIR VICTORY LAP..WE WERE TOLD THIS IS WHAT IT WOULD BE...IN IRAQ THEY WERE WERE TOLD IT WOULD HAPPEN ON SUNDAY..AND HERE A PARTY WITH CONGRATS...BANKS WERE TOLD TO BE PREPARED FOR A LARGE CROWD ON TUESDAY...THAT WAS THE PLAN..NOT HAPPENING NOW..THEY ARE HERE W/O ANNOUNCEMENT BEING MADE. I JUST WANT EVERYBODY TO KNOW WHERE WE WERE AT AND WHY THEY WERE EXCITED ABOUT IT. THAT WAS THE PLAN AS OF LAST THURS. IT DIDN'T HAPPEN SUNDAY BUT THERE IS ALREADY ANOTHER PROJECTION.

DC - RIGHT. SO, BANKS ARE ON LOCK-DOWN. THEY'VE HAD A LOT OF THEIR EXCHANGE PEOPLE IN - THEY'VE HAD THEIR FUNDS RESTRICTED AND LOTS OF THINGS. BANKS ARE ON LOCK-DOWN..LOTS OF EXCHANGE PEOPLE, SUPPORT STAFF, MANAGERS, HAVE THEIR PHONES MONITORED, ETC... THEY CHOOSE TO KEEP IT AT HIGH LEVEL..AND EARLY EXCHANGES WILL HAPPEN VERY VERY SOON...9-14k PER DAY.. HAS NOT BEGUN..NO GOOD REASON WHY..BUT EXPECT IT TO GO..DOES ABADI NEED TO BE IN COUNTRY TO GO? NO...THEY'RE CHOOSING TO KEEP IT AT THAT HIGH LEVEL, AND THEY'RE SAYING THAT THE EARLY EXCHANGES WILL GO VERY, VERY SOON. THEY'VE SAID THERE WILL BE 9,000 - 14,000 PER DAY. READY AND PREPARED TO GO...WAS ASKED BEFORE THIS CALL IF WE ARE STILL WILLING TO HELP...I SAID NO NOT AT ALL, WHATEVER WE NEED TO DO TO HELP...

T - THIS IS SOMETHING WE DO...I DIDN'T KNOW ABOUT THE PHONE CALL...THIS IS WHAT WE DO..STUFF IN THE MINUTE..WE GOT INFO YESTERDAY AND TODAY ABOUT NEW EXCHANGE LOCATIONS..PROCEDURES ARE BEING CHANGED/UPDATED TODAY AND TOMORROW...WE TELL YOU SO YOU CAN THINK ABOUT WHAT YOU'RE GOING TO DO WHEN THESE SITUATIONS COME UP..SO YOU HAVE A PLAN. SO THERE'S GOING TO BE SOME CHANGES. THE REASON WE TELL YOU IS SO YOU CAN BE THINKING ABOUT WHAT YOU'RE GOING TO DO - SO EVERYBODY CAN HAVE A PLAN. WE CAN CONTINUE TO DISCUSS IT AS WE GET IT TO HELP YOU PLAN.

DC - EARLY EXCHANGES...9-14k..WORLDWIDE....PEOPLE STILL ON LOCK-DOWN AND EVERYTHING ELSE IS PREPARED..BIG BELIEVERS IF THEY DO THESE NUMBERS CAUSE IT GIVES US A FIGHTING CHANCE TO GO THRU. THAT'S IT.

T - THERE IS STILL AN OPPORTUNITY THIS WEEK...OR AT LEAST THE EARLY EXCHANGES...

DC - HIGHLY SUBJECT TO CHANGE...SUPPOSED TO GO THURSDAY, FRIDAY NIGHT AND SUNDAY...KEEP A LEVEL HEAD ABOUT YOU.

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