Clearing Out The In-Box -- December 3, 2021

EVs; could end in tears. Link to Irina Slav. For me, this is a sector that could really reward investors who "call" it correctly. I'm betting:

• the money, for investors, won't be in sedans
• the money will more likely be in pick-up trucks with batteries big enough to power tail gate parties as well as the house during rolling blackouts
• the real money will be made in specialty trucks and fleet sales for delivery companies
• hydrogen will be bigger than investors now anticipate

Cambo oil field: link to Julianne Geiger. I had not even heard of this field until Shell said it was going to exit this UK North Sea play. Siccar Point, with 70%, will be there alone unless another partner comes in.

How to re-inflate a flat tractor tire. Don't try this at home. 

Methane emission reductions: mostly from divestments. Love the screenshot. They must use the same spellchecker I use.

"Remain in Mexico." Brandon excited to get this going again. LOL. Heads are exploding over at The NYT and The Washington Post.

"Greta on the Shelf" doll will track your climate sins. Link here.

Apple: second store in Berlin opened this week. 

APPL: I have not looked at the market since the "flash crash" last Friday, November whatever, 2021, the day after Thanksgiving, figuring that I had been wiped out based on the headlines, so I was surprised to see that AAPL was still way higher than what it was not too long ago. So I considered it very, very expensive. But it must have been even higher: one analyst says AAPL is now a buy due to "fresh weakness in Apple's stock." Say what? Weakness? And one month ago it was significantly lower. Whatever.

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Apple's AirPods Max: at best deal ever at Amazon. $429, down from $549. But the deal may be over. I don't know. Details here.