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Wednesday, October 23, 2019

Notes From All Over, Part 2 -- October 23, 2019

Disclaimer: this is not an investment site.  Do not make any investment, financial, job, travel, career, or relationship decisions based on what you read here or think you may have read here.

UAW: entering 6th week of strike; does one get the sense that the "union" is showing no sense of urgency, whereas the "rank and file" must really be hurting .... or .... 

Boeing: too big to fail. Boeing misses 3Q19 expectations as 737 MAX woes mount -- Yahoo!Finance. Huge, huge miss on EPS but investors unfazed:
  • revenue: $20 billion vs $19.65 billion expected
  • EPS: $1.45/share vs $2.17/share
  • but look at that: BA up 1.8% yesterday and surges again, today, up 1.5%. Hope springs eternal.
AAPL: up another $1.44 in pre-market trading

Fed: I don't understand the "repo" issue at all but those in the know, seem concerned. No links but easy to find.

China: tea leaves suggest the masses are getting itchy. Over at twitter: China's State Council -- the country must increase imports of goods, including agricultural, consumer products -- can you say, "make America great"?


China: China adds incentives for domestic natural gas production as imports increase. Corroborates earlier story that China is concerned about a challenging winter. Global warming? Not in China.

4 comments:

  1. Have you seen the “Well spring hydro” company article it fits the blog theme.

    ReplyDelete
    Replies
    1. Thank you very much. After your note, posted what I found: https://themilliondollarway.blogspot.com/2019/10/waste-water-recycling-williston-nd.html.

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  2. LNG prices or China are pretty reasonable:

    https://www.cmegroup.com/trading/energy/natural-gas/lng-japan-korea-marker-platts-swap.html

    Barely hitting $7 this winter.

    US crashed the Asian LNG market. Used to be ~$15, back before we started shipping: https://www.forbes.com/sites/michaellynch/2019/10/03/u-s-exports-are-revolutionizing-the-lng-market/#2e570254137b

    ReplyDelete
    Replies
    1. I knew the "$7" figure (actually I knew the "$8" figure -- I had forgotten all about the "$15" figure -- America: making things better for humanity worldwide. LOL.

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