Tuesday, May 10, 2022

Clearing Out The In-Box -- May 10, 2022

Tom Brady:

  • after retirement (2045) he will be lead NFL analyst for Fox Sports
  • record-breaking contract: $375 million for ten years

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Putin's War

Russia, post Putin's War

GPS: your teenage daughter has better GPS capability with her smartphone than Russian pilots

  • hardware: Russia can't keep up with its losses; posted previously
  • May Day parade: obviously short of tanks


Remember
: global GPS -- managed by USAF.

Ukraine

  • has captured more Russian tanks -- many of them still operational -- than Germany has in entire Germany Army

US:

  • US senior staff colleges will be studying this war for a long time
  • Russia: trained for defensive warfare, not offensive
  • senior officers killed because senior NCOs not trained to make decisions in the field; very different from US

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Energy Transition

Transition: it's possible this will speed up transition to renewable energy; that's the debate. If money were not object, then renewable energy might be "winner" coming out of Putin's War -- but "time" and "money" are working against renewable energy. Me? US LNG is the big winner.

Twain's Mustache: one of a handful of analysts I trust / follow on my twitter feed, link here:

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Global Energy

The fundamentals aren't making sense -- unless one thinks the coming recession will end demand for oil once and for all as we know it.

Spare capacity


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EU - NATO - ETC

Some think Putin's War will hasten break-up of NATO, EU, etc.

  • won't happen; if anything, NATO, EU become stronger
  • still looking for next EU / NATO spokesperson; quick, name NATO’s top general.
  • my nominee: Zelenskyy (or however you spell his last name)
  • no can can name head of EU, NATO, etc, but everyone knows who's running Ukraine and the war against Putin

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EVs

Some serious meetings this month after the Rivian-Ford and the Rivian-Amazon debacles.

  • it's all about cash
  • Tesla is now free cash flow positive (some question that);
  • spent $9 billion, 2007 - 2019
  • now, free cash flow positive, generating $2 billion to date
  • Rivian? Link here.

Ford: huge deal

  • United Rentals will buy 500 Ford F-150 Lightning electric trucks, 30 electric Transit vans; link here.
  • who cares?
  • at the close today, F was trading at $13.35, down another 20 cents; the bleeding has not stopped
  • in past six months, F has lost 32% (share price); YTD down almost 40%; okay.
  • Ford will sell all it can make, bu how many can it make and how fast?
  • and margins?
  • GM? Berenberg analyst likes GM along with some European auto makers
    • "lukewarm" on Ford and Tesla; 
    • The big question: who does Cathie Wood (ARKK) like? Link here.
      she sold "some" Tesla and bought "some" GM

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The Literary Page

Fifty best horror books of all time.

Link here

Stephen King with at least four.

#1: IT by Stephen King.

#4: The Shining by Stephen King. 

#9: Dracula by Bram Stoker.

#10: Frankenstein by Mary Shelley

#22: Pet Sematary by Stephen King.

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A Musical Interlude

Elenore or Happy Together?

Elenore, The Turtles

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