Notes From All Over -- Early Morning Edition -- May 17, 2022

WMT: earnings miss; CEO surprised; stock plunges. Well, sort of. 

Buffett watch:

• exits Wells Fargo; ending decade-long bet;
• "Big Short" Michael Burry bets against Apple; takes opposite view of Buffett;
  

So, who you gonna go with? a bank, Buffett, or Burry? Link here.

Amazon moat, link here. Only reason I'm posting this is someone suggested Costco's logistics is better Amazon's. Two completely different stories. Comparing an apple to an orange.

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Global Energy

No way out, link here:

Russian production, link here:
 

SPR release, update:

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EV Watch

Ford sells more Rivian stock, link here:

Shocked, link here.