Inflation:
- countries where central banks have raised rates: highest inflation
- US: nowhere near raising rates
- Spain: 23% increase in food prices "overnight"
Janet Yellen:
- will impose taxes on coins earned by Mario
- "won't be a coin tax, but rather a tax on those little gold things that Mario jumps for"
Elon Musk:
- really, really rich
Tesla:
- really, really ... amazing
- Hertz deal: analyst has it all wrong; using "old textbook" to analyze deal;
US equity markets:
- futures suggest another good day for those "long" and fully invested
Medicare and "open season":
- does anyone really understand any of this
Obamacare and "open season":
- no one understands this
Hedging:
- CLR schools PXD
- PXD: huge loss -- mostly due to hedging; bit off more than it could chew?
EVs:
- winner: Ford
- if I were to invest in EVs, my first choice? Ford
Unions:
- Teamsters kicked out of XTO Logistics facility in California; breaking point?
- Let's go, Brandon
Recession:
- yeah, likely, but different this time
Coal:
- China and Australia talking
Cotton:
- China importing US cotton
- US cotton + shipping < cost of producing cotton in own country (China)
- think about it: all those container ships sailing back empty to China
Saudi Arabia:
- if one doesn't consider the very likely possibility that KSA has no swing capacity, is not reading the tea leaves;
- more and more hints from Saudi Arabia they are at their max when it comes to crude oil, at least in short term;
- huge demand for fresh water
- needs fresh water to frack -- they wouldn't be going their route if they didn't have to
- Red Sea drilling
- pivots to natural gas
Green salad choice?
- green cabbage beats iceberg lettuce; no contest;
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