Politics, The Wealthy, The Media, And The Cloud -- December 12, 2021

This is an incredibly interesting observation with which I agree and noted some years ago. I assume one doesn't need to be a rocket scientist to have noted this. 

Although national elections are close, red vs blue, and although it seems things are "closer" in Washington, again red vs blue, in the big scheme of things, where it counts when it comes to the economy and to investing it seems this is absolutely accurate: the wealthy, the elite, the media, Big Tech, the automobile industry, Big Pharma, the bankers, universities, even the military to great extent, am I missing anyone? -- I guess everyone but the oil companies -- have co-opted the Democrat Party. 

Good, bad, or indifferent, nothing has changed. Money is the lubricant of political parties. But wow, all that lubricant seems to be flowing to one party. For investors, perhaps that's not so bad. Whether it is or not, at some time it seems the adage "you can't fight the Fed" is quickly becoming the "you can't fight the Fed nor the Dems." 

The EV story is perhaps the most clear-cut. EVs make no sense -- no matter how measured -- and EVs cannot make it without a lot of help from the federal government: financial and policy. But it's clear EVs will replace ICEs within the lifetimes of our grandchildren if not within the lifetimes of our daughters. 

It takes a lot of "inefficiency" out of investing when one knows which way the wind is blowing.

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NFL

I haven't been following the NFL very closely this except for a few teams.

It looks like it's going to become a very, very exciting season. With Tom Brady moving from New England, and Dak Prescott back on the field and the Chiefs re-gaining their footing, we're going to have some exciting playoff matches. 

Instead of one dominant team this year, we're going to have several -- maybe five -- dominant teams. 

My hunch: the NFL is going to set some all-time rating records.