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