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Friday, July 12, 2019

Notes From All Over -- Part 1, -- Chinese Crude Oil Imports Staggering -- July 12, 2019

Staggering. From twitter today --



Futures:
  • WTI: slightly above $60
  • Dow: solidly above 27,000
  • S&P 500: solidly above 3,000; "poised to open at new record high"
  • NASDAQ: closing in on 8,000 
Tesla: for the archives -- to see if this analysis is accurate -- 
  • Tesla deliveries in 1Q19 surprised everyone
  • analyst suggests it was a one-time beat -- and it was a beat because the bar was set so low
  • guidance, 1Q19: 90K to 100K vehicle deliveries
  • actual, 1Q19: 95,200 vehicle deliveries
  • guidance for full year, unchanged, between 360,000 to 400,000 vehicles
Politics, new polls out (link here). I don't see any significant change over the next few months; everything points to a brokered convention.
  • Biden: significant drop; now at 26.8% (when he first announced, he polled at about 35%)
  • Harris: stays at 15% but drops to fourth place (Peggy Noonan predicted her "surge" after the first debate would be temporary)
  • Bernie: tied for second place after recovering a bit to 15.2% (I think the highest he has ever polled is about 17%)
  • Pocahontas: tied for second with crazy Bernie, at 15.2%
  • Buttigieg: another flash in the pan, stays at 5.3%
  • Beto: drops another 0.5%; now at 2.2%; he's done; stick a fork in him
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Caleb and the Giant Raft

2 comments:

  1. I recognize that lake! Picked a great week for weather, hope y'all had a great time

    ReplyDelete
    Replies
    1. Possibly the best summer vacation ever. It was incredible. And Sophia, at age 5, was just the right age.

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