Notes From All Over, Part 2 -- September 17, 2020

US Open: Tiger Woods with first bogey, fourth hole, following three pars. Will have a long putt on fifth hole to make par. Yup, second bogey in first five holes. Will drop to a tie for 56. This will drop him to a tie for 34. Rory McIlry, two under, tied for first early in the first round. Patrick Reed: "hole-in-one" on the 7th! This won't last long: Davis Thompson, AMATEUR, is leading the field through seven holes. Cintas celebrity: young Obama look-alike as well as voice.

The market: as mentioned earlier, I won't be checking in on the market today. But, wow, what a great day for investors with a long horizon. 

Kavango Basin: featured yesterday on oilprice, posted earlier. Now this from oilandgas360, undated but very, very good. Will archive.

Bubble:  

I agree with Credit Suisse with regard to P/E and "bubbles." Apple has a P/E of 34 and CNBC folks call it over-priced.

Apple:

• "alleged" AirPods Studio leaked; 
• DuckDuckGo goes live on iOS 14; Apple will allow DuckDuckGo to be set as alternative to the default maila nd browser apps on iPhone and Pad;
• Apple allows Microsoft Outlook to be used as default mail app on iPadOS 14;
• "Family Setup" will be huge;  Watches that don't require iPhones; kids are going to love them; parents even more so;
• includes "Apple Cash Family" which will allow kids to use "Apple Pay" 
• iPhone SE -- entry level: less than $10/month; or, $229 with trade-in; or, $399 with no strings attached; very, very inexpensive, but not "cheap"; has best chip ever put into a smart phone. Period.
  

Going for the jugular:

• looking at everything Apple announced on Tuesday, September, 15, 2020, suggests to me Apple is going for the jugular of its competitors;
• credit card, music, bundling, hardware, software, medical, fitness,
• Spotify in deep trouble; already whining; wants regulators to step in and stop Apple; suggests Spotify is in deep, deep trouble -- Spotify offers music. Apple offers the whole enchilada
• the Apple bundle includes two terabytes of storage in the cloud: you read that correctly: two terabytes of storage
• we've talked about this before
• Snowflake enters the fray
• but Apple offers the "whole" package 
  

Pulse oximetry: my son-in-law has been waiting for this for quite some time. He says he is ready to "break down" and buy an  Watch. I don't wear watches. If I did, I would buy an  Watch or two.

Birthday present / Christmas present: great opportunity to buy new band for my wife for birthday present, followed by new watch for Christmas. Wow. Just in time.

Headlines: from Fox News --

Minneapolis City Council: nominated for the 2020 Geico Rock award:

This is why I love Amazon: Amazon is prioritizing critical items. Baby formula is a critical item and Amazon expedites shipment for items like baby formula. On the other hand, books not so critical. When I ordered a book for Sophia, Amazon anticipated almost a 3-week delivery date. Amazing. Didn't bother me. Understood. Now, an update from Amazon. Delivery date moved up significantly. I'm impressed.