Notes From All Over, Part 2 -- February 6, 2020

At 90%, the highest this metric has been -- ever -- tracked since 1979, at 90% -- highest polling ever:

Connecting the dots?

Market:

• major indices hitting new records (I believe Dow is still below its all-time high)
• individual stocks:
• IMUX: up 2.4%; trading at $9.15;
• PFE: up a bit;
• ENB: up a bit; trading at $42.06;
• OKE: down a dime, trading just under $76;
• SRE: up a bit; has had a nice run;
• D: up a tad;
• BKH: up almost a percent;
• MDU: up almost two percent; trading at $31.81;
• T: up over 1%;
• AAPL: taking a pause to re-fresh; down 0.16%; later, goes green (FOMO);
• BRK-B: up 0.16%; 
• F: flat
• TSLA: up 3%; back to its usual volatility;
• Twitter stock pops 8% on 4Q19 user, sales boost;

Taxes: Amazon paid 1.2% tax rate in 2019. So, what did the US House (Dem majority; Pelosi; do about this?) If there's a problem here, and I don't think there is, the problem lies with US tax policy, which begins with the US House.

U-Think? “Florida greeted the largest number of U-Haul® moving trucks entering its borders versus exiting them, establishing a new No. 1 growth state for the first time in four years…."

• California ranked 49th. -- U-Haul annual growth survey.
• one can assume that few folks crossing into California from Mexico are coming in with U-Hauls; in fact, you can "take that to the bank," as they say

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Politics -- The Impeachment

At the end of the day, I think President Trump really enjoys this. He loves a good fight, and he loves it when he wins. The impeachment win is huge for him. In his mind, and that's all that counts, exonerated.

In hindsight, one wonders if no impeachment had been held if that would have been worse. Sort of like wandering in purgatory. Endless accusations. Sort of like internal medicine physicians arguing about best course of action; surgeon comes in, cuts it out, and patient survives. Better than ever. Heart attack? Internal medicine: this medication or this medication or no medication. Cross our fingers. Surgeon: puts in a stent and the patient goes home.

Had there never been any impeachment trial would "we" have ever known? Did President Trump over-step the boundaries rising to the level of high crimes and misdemeanors? Apparently not.

And so we move on, to the next fight.

By the way, has anyone looked at the map that the US administration is proposing for a two-state solution (Palestine/Israel)? And Palestine said, "no." Wow, poor negotiators. That was incredible what Palestine was getting in the deal. But we move on. And Palestine, apparently, won't.