Notes From All Over, Part 1 -- September 1, 2019

Note: September 2, 2019 -- "those not paying attention are missing an investing opportunity of a lifetime."

Now this, posted earlier today: JP Morgan says it's finally time to buy stocks despite trade woes. Link here at Bloomberg.

Beef: this is one of many stories suggesting the US beef story is likely to get better, much better, especially in Asia. From The WSJ: ravenous China could spice up US meat stocks.  Connect this with the China pork story, from the linked article:

China’s plummeting hog population is a tailwind for U.S. meat producer Tyson Foods, despite the trade war.

For much of 2019, U.S. pork has faced Chinese tariffs upward of 50%. But the value of U.S. meat exports in aggregate was still up 8.3% on the year in June, the fastest growth since May 2018.

The reason: The enormous pork shortage is sucking meat into China at an astonishing rate. Total meat imports in July were $1.7 billion, up close to 90% from the year before.

Comment: making America great.

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Boeing. Tracked here. Back on July 14, 2019, it was thought by some that the MAX 737 groundings could stretch into 2020. FAA now says they could wrap up their review in the next "few" weeks. From Reuters:

Boeing Co has said it hopes to receive regulatory approval for updated flight control software at the center of both crashes in October, but it could take a month or two for airlines to train pilots on the new software and prepare the jets for commercial flight after sitting idle for months.

Warthog: gets $1 billion to keep the A-10 flying. According to The Motley Fool  the Congressional "bone" to Boeing regarding the Warthog three years ago was a "windfall." Now The Motley Fool says:

The A-10 news got 10 times better for the aerospace giant.

Comment: too big to fail.

XOM: Motley Fools -- if you like dividends, you should love XOM.

OXY: Simply Wall St -- OXY delivered a better ROE than its industry -- an 18% return on equity. that should take a bit of pressure off Vicki Hollub.

Camille Paglia: a feminist capitalist professor under fire -- WSJ. Her ancestry must include a bit of French. French speakers use the name "Camille" for both males and females. Interestingly enough, Ms Paglia describes herself as neither male nor female, or as both male and female.

Continuing: these were added September 2, 2019:

Time to invest:  JP Morgan says it's finally time to buy stocks despite trade woes. Link here at Bloomberg.
Amazon:  Amazon.com made a big move by acquiring an interest in the Canadian freight cargo carrier, Cargojet. Link here.