Monday, January 3, 2022

Bitcoin: To Save Fossil Fuels -- January 3, 2022

From the DigiEconomist, in 2021:

  • Bitcoin:
    • consumed 134 TWh, comparable to electrical energy consumed by Argentina;
    • related CO2 emissions: 64 metric tons, = to entire global net savings from deploying EVs

But there's good news: Tesla smashed expectations; delivered way more EVs in 4Q21 than analysts forecast.

Natural gas, link here:

  • Goldman Sachs: there is a risk "we" will run out of natural gas.
  • BofA: the market will be oversupplied in 2022
  • for the record: I'm "with" BofA on this one

The Pelosi portfolio:

  • Disney: surges; up 1.6% in early morning trading
  • Roblox: slumps, down 2.4%
  • Alphabet (GOOG): up slightly up 0.2%)

First group "financial / economic" indicators:

  • 10-Year Treasury: link here.1.604%, up 160 basis points.
  • DXY: link here. Up a bit, at 96.29. Up 32 basis points.
  • Silver: link  here. Down. Interesting. Surprised me. Trading down almost 50 cents/ounce; trading at $22.91.
  • CBOE volatility index: link here. Up a bit at 17.37.

AAPL: won't hit $3 trillion today. Later: I was very, very wrong. See below.

  • up $3.30 / share; up 1.86% in early trading
  • trading at $180.89
  • market cap at $2.966 trillion
  • the AAPL ads over the weekend were incredibly compelling
    • caught the attention of Jim Cramer 
    • the Dick Tracy 🍏 watch
  • MSFT: market cap at $2.488 trillion; shares down a bit today
  • on a day, AAPL surges, MSFT falls back in an actively traded market;


 Later: Apple, first company to hit a market cap of $3 trillion. 

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