Tuesday, October 15, 2024

Quakers And Whittier, California -- October 15, 2024

Locator: 48591QUAKER.

From wiki:

One of several books I'm reading this week:  The Quakers in America (Columbia Contemporary American Religion Series), Thomas Hamm, c. 2006.

From that book: 

Perhaps one of the more famous American Quakers: James Michener. Reading his wiki entry is fascinating. Highly recommended. Connects many, many dots. 

Don't Bet Against The Fed? Also, Don't Bet Against The Titans -- October 15, 2024

Locator: 48590NUKES.

Tag: nuclear, AI, large data centers, titans



 

The Data Is In -- The Evidence Is Clear Cut -- Inflation: Supply And Demand -- Nothing To Do With Government Spending -- Period. Dot. -- October 16, 2024

Locator: 48589INFLATION.

Don't take that out of context.

More later.

But it's obvious. 

And the "price of eggs due to inflation due to government spending" is getting tedious.

Housing prices: nothing to do with government spending; everything to do with supply and demand.

Same with rent.

Auto insurance? Ditto.

More to follow. 

Everything, everywhere happening all at once. 

In This Economy? How Money and Markets Really Work, Kyla Scanlon, c. 2024.


Exhibit A:

October 14, 2024: avian flu -- egg-laying hens hit harder than turkeys -- now, can we move on?

October 13, 2024: Walmart: awesome. Protein at 88 cents / pound is pretty cheap source of protein. Salmon $5 for four ounces, or $20 / lb.

This is an incredible "moment" for Walmart. They love "rolling back" prices and as fast as wholesale prices are falling, Walmart is passing those savings to retail customers as fast as they can. "Our" Walmart was filled with "rollback" tags today. But frozen turkeys is what caught my eye. At 98 cents / pound, less expensive than last Thanksgiving, and now Walmart has rolled back that price to 88 cents / pound.

AAPL Vs NVDA -- Market Cap -- Fight's On! October 15, 2024

Locator: 48588AAPL.

Tag: Nvidia, NVDA.




 

Holy Mackerel -- Is This Accurate -- Check Out AAPL -- October 15 2024

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Brief Reminder 

  • I am inappropriately exuberant about the US economy and the US market.
  • I am also inappropriately exuberant about all things Apple. 
  • See disclaimer. This is not an investment site. 
  • Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. All my posts are done quickly: there will be content and typographical errors. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them. 
  • Reminder: I am inappropriately exuberant about the US economy and the US market.
  • I am also inappropriately exuberant about all things Apple. 
  • And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia.