What We Will Be Talking About Tuesday, September 13, 2022

Three things we haven't heard much about in the past few weeks:

• recession
• the California bullet train
• tactical nukes

Here, hold my beer. 

ICYMI: name change.

• efforts to change the name, it appears The Los Angeles Times has taken the bull by the horns, referring to "monkeypox" as "MPX."
  

Congress investing:

• why in the world would anyone want to ban Congress people from investing in the stock market?
• I want my representatives "to have skin in the game"

NFL: Seattle Seahawks over the Denver Broncos

• 71-year-old Pete Carroll can sure jump high for a white man (can I say that?)
  
• visiting quarterback given warm welcome in Seattle
• I'll argue this was the best game of the first week
  

Permian:

• set to hit record production in October
• other plays will also increase or maintain

Market:

• CPI at 8:30 a.m. (?)
• if it comes in at 8% or lower, that means "no inflation month-over-month" (?); and,
  
• Cathy says used-car prices set to plunge
  
• heat map: market;
  

Emmys:

• Apple had another huge night;
  

iOS 16:

• now available for download
• apparently this is a big, big deal
• I got up early (2:03 a.m.) just to see how it was going

Ukraine

• apparently the Ukrainians are struggling to deal with the mountains of equipment left behind by fleeing Russians; long thread;
  
• Russian soldiers "literally running" for their lives as chain of command collapses
• apparently Russia won't send more units to Ukraine;
• some say one can't send what one doesn't have;
  
• spillover effects;
  

Russia's cash reserves:

• cratering;

Focus on dividend:

• CVX
• smashing it on LNG export;
  

California's EV infrastructure: yes, there is a webpage;

• DC fast chargers: average rebate; unit cost; total project cost per charger: link here.

University rankings, 2022 - 2023, US News And World Report --

• Vanderbilt moves up one spot; now #13
• beat out UCLA, UC-Berkeley, USC
• only the "Ivys" beat Vanderbilt (and Vanderbilt beats some of them)

Twitter's best thread ever -- for wordists: link here. Be forewarned, the thread at the link goes on forever. A sample:

SPR: plunges, but it Does. Not. Matter. Folks. Also, here.

• the new SPR: the Permian, the Eagle Ford, and the Bakken
• and if push comes to shove, the "powder-something"
• flashback: from 2011;
• spud to production
• 2011: 60 days
• 2022: 6 days
  

Insurance:

• Progressive beating Geico

Hurricane season: dead quiet out there.

• link here;
• google winds: nothing; hard to believe but even less noise in the Atlantic today than yesterday
• records for "quietness" being set daily
• if this keeps up, insurers are going to make a bundle
• quick: name a well-known insurer. Hint: lives in Omaha, NE
  

Trump: in golf shoes, in DC, arrived unannounced, on golf course, not golfing

• still no explanation

Two movies:

• "The Fabelmans" -- link here.
  
• "Elvis"

Lucille, 1971. Link here.