Off The Net -- Going Bicycling With Sophia -- February 7, 2021

When I get back, the PGA tournament will be over. Looks like it won't be Jordan's day.

Will get back before Super Bowl begins. Tampa Bay by 14. [Later: wow, I called that!]

B-52 flyover the big game. Link here. Minot AFB, ND, B-52s during the National Anthem -- I missed it --out biking -- reader sent me the link.

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Returned From Biking
Super Bowl: In Progress
7 - 3
Middle of 2nd Quarter

Clearing out the in-box.

• 13 ways to clean your glass cooktop/stove top that actually work, link here.
• the earth is warmer because of the pandemic's cleaner air, link here. This will be re-posted as a stand-alone post.
• huge, this will also be posted elsewhere: XLNX will supply chips to Fjitsu for US 5G, link here.
• speaking of which, what else is going on with XLNX? Hint: huge!
• Xlinx 3Q20 earnings and revenues top estimates, over the last four quarters, Xilinx has surpassed consensus EPS estimates four times; link here.
• AMD loses market share to Intel, link here;
• the battery is so ready to power the world, The WSJ, so full of hot air, link here.
• Axios calls it a "scoop." Hardly. White House convening NSC to talk Iran, link here.
• New England burning through oil, flashback, previously posted, link here.
• oh, oh, link here.
• electricity prices will surge under Biden; already going up because of the "wasteful, duplicative solar and wind in our grid"; we see that in New England;
• previously posted, Aramco's new stock offering looks doomed from the start, Simon Watkins, link here.
• speaks volumes, huge number of oil supertankers are pointing at China's ports, Bloomberg, link here. 

At the half: 21 - 6. 

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The Sports Page

PGA

• google homophobic slur, Ralph Lauren: during telecast today, not mentioned; in fact, I haven't heard this story mentioned once by announcers or analysts, although I could have missed it; only thing we heard every time the golfer was featured: his 89-year-old grandfather died overnight; but nothing about the homophobic slur, Ralph Lauren;
• shadow thrown over another golfer from a non-event one week earlier; as recently as yesterday over at Saudi Invitational; even the rules officials said there was no infraction; mixed views;
  
• the on-air analyst apparently did not get the memo that the "embedded ball rule" had changed;
  
• color me: not impressed

NFL:

• bigger story than the embedded ball story (PGA) and not a thing said -- until late tonight; and, here; from one of the linked stories: 
• "Incidentally, this is not the first time Reid has got into trouble with the law. In 2008, he pleaded guilty to DUI as well. The year before that, Reid was sentenced to 8 to 23 months in prison for flashing a gun at a motorist." Incidentally? Say what? "Incidentally."
• so, jail time on at least two occasions? 
  

 

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Futures

Sunday night:

• Dow futures: trending up all evening; at 7:37 p.m. CT, up 120 points;
• S&P 500 futures: up 20 points
• NASDAQ futures: up 90 points
  

The Weight:

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Commentary/Observations

New administration:

• nothing really, really bad has happened yet
• I'm surprised Iran is so quiet; and North Korea?
• nothing unexpected;
• stimulus checks going out; Bernie the socialist wants "everyone" to get one -- even the rich -- at east that's how I read the headline:

Pardon the interruption:

• one day closer to crawdad season;
• in the Super Bowl, if there was a turning point it was the Mahomes' sack mid-third quarter;

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Investing

One-liners:

• they say WTI is trading "the dollar." Probably, but I'm not so sure;
• the headline about all those tankers headed to China speaks volumes; China wasn't buying just when oil was cheap;
• say what you want, but Covid-19 vaccinations are moving along much better than some expected
• not yet averaging two million vaccinations/day but trending toward two million jabs/pokes per day
• new vaccines coming along
  
• if so, "risk off"
• I don't think I've been inside a restaurant since last March, 2020 -- seriously -- yesterday after rock climbing Sophia and her dad took me to Pantera Break -- delightful experience; bodes well;
• big story is still the semiconductor chip shortage;
• Hyundai/Kia: don't talk "out of school"; Apple is super-secretive -- two hours ago, Hyundai,Kia reporting they are not in talks with Apple;
• most exciting marque right now: Daimler. Look at these preliminary numbers. 

From above:

• electricity prices will surge under Biden; already going up because of the "wasteful, duplicative solar and wind in our grid"; we see that in New England; need a visual?