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Monday, August 16, 2021

Notes From All Over And None Of Them Worth Reading -- A Very, Very Slow Monday -- August 16, 2021

Updates

August 17, 2021: in an earlier post, I suggested we will see heads roll in Washington, DC, over the Afghanistan debacle. I suggested we will start seeing internecine fighting, and perhaps a circular firing squad. It looks like The Wall Street Journal has weighed in. Link here.  In other news, it is being reported that Biden has not spoken with one other world leader during this debacle.

Original Post

Monday morning, incredibly slow news day. The president is on vacation; the war is over; ticker tape parade in Kabul later this week. Items below are all I could find and I don't think any of them are worth reading.

I'm going to have a second cup of 26-cent coffee, watch Lana Del Rey bootlegged videos, and .... well, that's about all. I'll start with Sun Stare, apparently premiered July 24, 2021.

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

WMT: stock popped last week. It was rumored that the Taliban would be opening a new Walmart in Kabul. Earnings out tomorrow. 

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

Global warming: the latest WSJ op-ed, which I have not read (yet). Here for the archives. Link here

Michael Malice over at twitter: I'm still confused. Was the Afghanistan debacle due to systemic racism or to climate change? Link here

Merger: Woodside has confirmed it's in discussions with BHP -- Woodside could acquire BHP's entire petroleum business -- all stock deal. Link here.

If the deal were to go through, this would creat a new international super duper independent built for scale and resilience, with a long-term focus on LNG but exposure in the medium term to high-margin, deepwater (GOM) oil.

Merger: Santos' has proposed a merger with Oil Search. Same link.

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