Tuesday, December 28, 2021

Clearing Out The In-Box -- December 28, 2021

Covid-19:

  • flashback, Joe Biden's chief of stiff, June 24, 2020: "I've been saying since March, 2020, that we can't beat Covid with an "articles of confederation" response. We need a national government .... solution. Donald Trump won't use it to beat this killer disease.....
  • now, Joe Biden: "There is no federal solution. This gets solved at a state level."
    • Dr Fauci's head just exploded
  • NYC accounts for 25% of all active Covid cases currently in US (it was either NY or NYC, I forget which; doesn't matter; I don't live in either)

Whimpering end to the madness. Link here. If link breaks, short video of --

  • Joe Biden calling it quits with regard to Covid
  • leaving DC for DE
  • no mask

Lessons learned, link here.

Can LNG tankers "turn on a dime"? You be the judge. Link here.


Bitcoin
: in free-fall? Or simply a return to the 200-day average?

Logistics: link to The WSJ --

  • rail will surge;
  • end of "just in time" delivery
  • retail takes a page from "mom-and-pop": stockpile and keep the pantry full; this is a tectonic shift in retail ordering, how "stuff" is stored; where "stuff" is stored

First group "financial / economic" indicators:

  • 10-Year Treasury: link here. 1.46%. Down.
  • DXY: link here. 96.13. Yawn.
  • Silver: link  here. Right now, for me, this is most interesting as I get ready to buy some more silver. $23.225. Up 1.035.
  • CBOE volatility index: link here. 18.12. Up 2.5%. Yawn

Lego: top sellers. On my wish list:


The Fed: oh, by the way, the Fed won't raise rates three times in 2022 -- it's an election years. One and done, Perhaps two and through, But no three-peat.

1 comment:

  1. Wow, you read things closely. But, yes, that was very intentional. I'm thrilled somebody caught it.

    ReplyDelete

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