Sunday, March 19, 2023

Clearing Out The In-Box -- March 19, 2023

High cost; little return: is this why Amazon is re-thinking Rivian? From The WSJ

Mercedes and EVs from Reuters today:

Trader Joe's beating out conventional supermarkets. Link to The WSJ. Inflation? What inflation?

Covid: we dodged a bullet -- but it wasn't luck. Link to The WSJ.


EVs: if they didn't buy them when money was free; why would they buy them when interest rates are surging. Link to The WSJ.

Nvidia last week. A reminder

Tech is now a defensive play. Link to Barron's.

Apple: to break another records -- iPhone 15 Pro Max with thinnest bezels on a smartphone. Link here.

Got octane? Link to Bloomberg.

US energy fact sheet. Link to css.umich.edu.

All these things are gone. Link here.

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