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Thursday, November 4, 2021

Everything Is Moving Very, Very Quickly -- Trying To Make Sense Of It -- November 4, 2021

So much has happened, and is happening, over the past four days, it's impossible to keep up. 

There are four stories most interesting right now that have my attention. To keep things somewhat organized, I've posted a blog on each of the four.

Those blogs will be updated over the next few weeks to see how they play out.

The stories:

  • the European and UK energy crisis;
    • it's going to be a big deal;
    • Putin is the "story" to watch.
  • the oil sector in the US:
    • for investors, the best is yet to come;
  • the Thanksgiving market:
    • by this time next year, the supply chain crunch will be improving;
    • Americans will have adjusted to inflation;
    • Jay Powell has done a great job up to this point.
  • CLR entering the Permian.
    • Harold Hamm knows exactly what he's doing;
    • he will surprise everyone in the Permian;
    • HH knows what he is doing and the"smart money" won't bet against him. 
      • individual investors may or may not make money, but HH will certainly do very, very well

And, now, back to Elizabeth Taylor and The Girl Who Had Everything (1953) on TCM

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