Notes From All Over, Part 1 -- July 23, 2019

See this note from late last evening. I said I can't wait to see the market today.

So, what are futures doing?

• Dow: up 104 points
• S&P 500: up 11 points
• NASDAQ: up 34 points
• KO: up 3.3%; great guidance
• UTX: up nearly 3%; "earning crushed forecasts" -- this was forecast just a week ago or so
• EW: will report after close today; CEO sold sizable chunk of shares 13 days ago
• Lockheed Martin: raises guidance on strong second quarter; beats estimates;

Comment: going into earnings season the buzz was that earnings were going to be awful; that 2Q19 earnings were going to be very, very painful. And now we get this headline:

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ISO New England.  

ISONY.  Wind today is contributing exactly 0.1% of the electricity demand. And this is after decades of pushing renewable energy, and with only twelve years (Occasional-Cortex); ten years (Beto); or, eighteen months (future King Charles of England) before we're toast.