Notes From All Over -- Part 1 -- Apple, Fast And Furious -- October 8, 2021

Bitcoin: surges. Up over $1,200. Now, solidly above $55,000.

Debt ceiling: raised

• next time this discussion comes up: December, 2021
• by that time, we will have earnings for 3Q21
• by that time, we may or not have a $3.5 trillion infrastructure / social support bill
• three words: windfall profits tax

Apple:

• October event. Clear your calendar for October 26, 2021. Link here.
• Apple watches: the new Apple watches go on sale at 7:00 a.m. CT. Link here.
• prices won't be shown until 7:00 a.m.

Amazon:

• tea leaves suggest Amazon will follow Tesla to Texas. Link here: https://www.foxbusiness.com/technology/is-amazon-looking-to-leave-seattle.

Fast and furious, headlines and links:

• Ten year Treasury: touched 1.60% overnight.
• GM needs to walk the Tesla talk, link to The WSJ.
• Honda Civic Touring, 2022: styled and priced for people under 30, link here.
• Leaf blowers are evil incarnate, link here to The WSJ. Agree completely. Hopefully California bans them.
• Bacon: high cost. Link: https://www.foxbusiness.com/lifestyle/bacon-supply-chain-disruptions-inflation

Oil:

• one of energy's biggest bears just turned bullish. Link to Alex Kimani. 
  
• Cramer's 180-degree turn; previously reported but here's the story. Link to The Street. 
  
• energy has room to run: JPMorgan. Link to Julianne Geiger. 
• a cold winter could send oil prices soaring past $100. Link to Irina Slav.
  
• Saudi Arabia eyes oil market dominance ... again. Link to Felicity Bradstock.
• PXD announces inaugural variable dividend on common shares, link here. And, here.
• a lot of folks are making money on oil and gas right now. Link to Charles Kennedy.
• Thailand's PTT unexpectedly shuts its state-owned polyethylene unit; huge supplier to China. Link to Argus Media. 
• Canadians in the eastern province are importing oil because there is no pipeline from western Canada. Fact check.
  

Covid-19:

• Israeli graphs.
• Pfizer asks EUA for those greater than five years of age. Again, in this case, Dr Fauci is correct. Not counterintuitive, but the science is there. More than ever. Won't be mandated for years from now, maybe never.
  

Elon Musk: conservative, sane talking head on CNBC -- "we need to cherish Elon Musk." I agree completely. 

Bitcoin: this is a must-read. 

When I saw the headline over at Yahoo!Finance I thought it was click bait. Completely wrong. May get a stand-alone post. Link to Investopedia. Great discussion: what happens to Bitcoin after all 21 million are mined? 

Biden: I think there's a huge story here but mainstream press is not reporting it. If I'm right, the press could have a "gold mine." I may get back to this: the "Taiwan Agreement." Link here.