Clearing Out The In-Box -- June 9, 2022

First things first:

• link here: Sriracha hot sauce shortage could extend until after Labor Day.
• even Peter Zeihan weighs in;
  
• I'm well-prepared;
  

Jobless claims:

• talk about a lot of hyperbole; headlines overstate the story;
• The WSJ: US jobless claims rise to highest level in five months; 229,000 claims filed;
• link here:
• above 400K recessionary
• below 300K inflationary

Devon:

• link here: Bakken deal may be signaling a return to "normalcy" in oil.
• no bold commentary on GHG reduction;
• nothing on portfolio optimization;
• nothing on G&A savings (albeit implied)
• jumps up a couple of spots in Bakken volume rankings
• production about the same as Oasis, pre-Whiting deal
• link here: 9% yield; but more could be on the way -- May 31, 2022

European auto industry: 

• in deep doo-doo; deep disarray; link here.

F-150:

• link here: configured to re-charge stalled Teslas.

Apple:

• big Air in early 2023; my next computer; I can wait;
• Friday Night Baseball; begins in July; free for limited time;

How they do it:

• link here.