Nothing About The Bakken -- Investing -- Idle Rambling -- July 23, 2019

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Shoes. I will go out and buy Sophia some new shoes tomorrow. LOL:

52-week high: $198.

Comment: the buzz going into 2Q19 earnings season -- gloom and doom.

Comment: between now (2Q19) and 3Q20 -- these are the 800-lb gorillas on Wall Street --

• Chinese tariffs (very, very bullish)
• Fed action (very, very bullish)
• Apple (related to Chinese tariffs) (bullish)
• closer to 3Q20: Presidential election (very bullish)

Comment: these are now off the table --

• energy (bullish)
• debt ceiling (bullish)
• British PM / Brexit (neutral)
• Boeing (neutral)

Disclaimer: I am inappropriately exuberant about the Bakken and inappropriately exuberant about opportunities to invest in America.