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.