Sunday, December 12, 2021

Sunday Night Notes -- December 12, 2021

Re-posting: earlier I wrote

I haven't been following the NFL very closely this year 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.

Now, later: it never should have gotten to overtime, but Tom Brady is absolutely incredible. The Buccaneers win in overtime with an incredible, soft pass for the winning touchdown. This is Brady's 700th career touchdown. Needs to be fact-checked. See list here

Original Post

Sunday night trading:

  • WTI: trending... up. Up almost a percent; trading over $72.
  • US equity markets: in the green, albeit not by much.

Saudi Arabia, 2022 budget outlook:

  • budget: spend of 955 billion riyals, a cut of 6% year/year (2022/2021)
  • anticipate revenues of 1.045 trillion riyals
  • huge cuts in spending
  • huge cut in military spending; the military conflict with neighboring Yemen has started to wane.
  • basing budget on $50 - $55 oil
  • expects to see budget surplus in 2022 after years of deficit (since 2014, at least)

Covid-19: two weeks Colorado was the poster child for Covid-19 out of control. Today, not only has the number of cases peaked, and now starting to recede, but deaths became a non-issue. Link here. And now the Democrat governor has said "Covid is over" as far as the state is concerned. The snowball is beginning to roll. It will only get bigger over the next few weeks. 

Covid-19: is omicron the best virus ever. Infects everyone -- providing natural immunity -- and symptoms no worse than a "cold." Is this virus burning itself out? 

Covid-19: meanwhile, internationally, Austria is said to be out of control. Social distancing (lock downs) were reintroduced, non-vaccinated were ostracized, and mandatory vaccine announced in late November, 2021, will start in February, 2022. Apparently the virus heard all that, and fled the country. Link here.

Renewable energy; I just posted the top five EV companies per IBD. Now we have three renewable energy companies to watch this next year. Let's see, link to Alex Kimani:

  • Plug Power
  • Ford Motor
  • Enphase (ENPH)

For those paying attention, Ford keeps popping up on many lists. Just saying.

Ford:

  • still cheap in terms of dollars ($20 or thereabouts)
  • pays almost 2%
  • P/E at 30 is about the same at AAPL

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Music Through The Years

I first remember listening to music during my middle school years, September, 1963, through May, 1966.

So, it was fun to watch the "most popular song in each month in the 60s." 

Let's see where this goes.

  • August, 1963: You're The Devil in Disguise, Elvis Presley
  • September, 1963: Blue Velvet, Bobby Vinton
  • October, 1963: Sugar Shack, Jimmy Gilmer and the Fireballs
  • November, 1963: You'll Never Walk Alone, Gerry and the Pacemakers
  • December, 1963: Dominique, Soeur Sourire
  • January, 1964: She Love You, The Beatles
  • February, 1964: I Want To Hold Your Hand, The Beatles
  • March, 1964, I Saw Her Standing There, The Beatles
  • April, 1964: Can't Buy Me Love, The Beatles
  • ......
  • August, 1964: A Hard Day's Night, The Beatles
  • September, 1964: The House of the Rising Sun, The Animals
  • October, 1964: Oh, Pretty Woman, Roy Orbison 
  • ....
  • December, 1964: Mr Lonely, Bobby Vinton
  • January, 1965: I Feel Fine, The Beatles
  • ....
  • March, 1965: Eight Days a Week, The Beatles
  • ...
  • May, 1965: Ticket to Ride, The Beatles

Enough for tonight.

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