Tuesday, April 14, 2020

Notes From All Over -- The Delayed Morning Edition -- April 14, 2020

Meltdown 2020: these are the three data points that will speak volumes about whether US shale will survive or not, or if it survives, how it will do long term:
  • Canadian dollar; threshold alarm? 66 cents on the US dollar;
  • Oasis: whether it files for reorganization; see graphic at this post;
  • CLR's activity in the Bakken
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For Collector's Only

Lego: ten years from now, this product will be retired, and going for 5x what it is selling for today. If one can find the set in an unopened box: Old Trafford -- Manchester United.


Chinese Pandas: the one-ounce silver coins.

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"Lock-Down Losers"

Surgeons and anesthesiologts: taking huge income hits, particularly orthopedic surgeons. All/most/much elective surgery is being postponed during lockdown.  Orthopedic surgeons:
  • mostly elective surgery: knee, hip replacements; entirely elective
  • sports injuries: sports canceled
  • automobile accidents: no one is driving
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"Lock-Down Winners"

Makers of mini-vans: going forward, it might take awhile to see the data, but we're going to see a lot more delivery vans going forward.
The lock-down likely changed America's shopping habits for good. And that's going to result in a lot of minivans. Note: minivans (aka trucks): not subject to CAFE standards, as far as I know.
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The Apple Page

Doing very well, thank you for asking. Link here.

By the way, China vs US with regard to Wuhan flu, it may be counter-intuitive, but China has the upper hand with regard to the economy. I'm not making a value judgment (good or bad), it's just an observation.

6 comments:

  1. In my opinion, if China Joe is elected the shale industry is dead. The people that pull the strings behind a potential Biden administration would take full advantage of this crisis to make sure that happens.

    ReplyDelete
    Replies
    1. Agree, 1000%. I thought we avoided a shale crisis when Trump beat Hillary, but the anti-American movement never quits, it seems.

      Delete
  2. If anything, the last 3 years have pulled the curtain back and the Anti-American movement has stepped into the light of day.
    At least we now know who the enemy is. And they are us!

    ReplyDelete
    Replies
    1. Well, not me and the 45% of Americans that are solidly behind Trump. LOL.

      Delete
  3. The thought was more domestic then foreign

    ReplyDelete