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Tuesday, January 19, 2021

Notes From All Over -- The Panhandle Edition -- January 19, 2021

Flying into Texas, over the panhandle, Wichita Falls in sight. Hard to believe. Only 20 minutes or so until we touchdown. 

Clearing off the desktop:

As websites / users ditch "cookies," advertisers need something else. It looks like Google and Apple have found that something else

P3: a year of poor planning led to carmakers' massive chip shortage. Link here. We've talked about it more than once on the blog. 

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

Hot in Louisiana: big pension bought up Tesla, Apple, Microsoft, and GE. Link here

Apple: Apple supplier Foxconn to build $270 million plant in Vietnam, not the US. Likely for MacBook and iPad. Link here

Empty malls to warehouses: not going to be easy. Link to WSJ

ET: call home. Energy Transfer dropped 2.28% today, losing 16 cents and closing at $6.85. Pays 15.23% -- yeah, how long will that last?

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