Blogging Plans For The Day -- April 7, 2023

Locator: 44323B.  

I'll be tied up with family commitments today but I'm looking forward to a great day of blogging.

In the queue, a Telegraph op-ed on China's "green leap" forward. LOL. But great for the archives. Bottom line: China is moving quickly from gasoline/diesel-sourced ICEs to coal-sourced EVs. The op-ed is laughable, but the data, without analysis, is interesting, to the extent that it's accurate.

We'll also take a look at one of my favorite companies, SRE. I don't accumulate any more shares in this company. It was the second company in which I ever invested, back in 1984 or thereabouts and with re-invested dividends for twenty-plus years, I have too much to justify buying more.We'll take a look at a recent analysis of SRE with regard to investing.

SRE, then leads us to LNG exports. I'll be posting an old story but something that needs repeating.

The "jobs report,"  of course, will be noted. Regardless of headlines, it was an incredibly bullish report. Considering that the last few elections have been running on putting Americans back to work, it appears it's now time for that policy to change. The Fed and JPow can't raise rates fast enough to get more folks laid off. As folks know, U-1 interests me, not U-3. Also, we need to take a look at labor force participation.

By the way, same with the weekly EIA petroleum report: incredibly bullish.

Toyota pivots with regard to EV policy / strategy. 

Tesla: it was announced that Tesla has cut prices for the fifth time in as little as five months. Meanwhile, of course, Ford is raising prices -- what? Three times in the last three months? We'll talk about Tesla later.

So, lots to post, lots to blog. Not much about the Bakken but I'll find something. I'm trying to figure out why Murex named these wells the way they did:

• 38980, 908, Murex, TL-Kyle Donovan 15-22H MB,
• 38982, 573, Murex, TL-Pattie Ann 100-3H MB,
• 38983, 691, Murex, TL-Kory Dale 100-3H MB,
• 38984, 1,134, Murex, TL-Andrea Faye 15-22H MB,

So, lots to do. 

But coffee, family commitments, an errand or two, and then maybe some blogging. 

Oh, yes, and some comments on the PGA are in order. I won't be watching but I'll follow the leaderboard -- plenty to say. The first round was so incredibly boring, social media had to work really, really hard to find some controversy to spike interest.

Oh, yeah, after that TG shot and killed six (?) folks in a Christian school in Nashville last month, it's nice to see that the official policy in the White House on TG-bullying is for TG's to fight back. Apparently they're taking that to heart in the Tennessee.

Let's see. That reminds me of something else. Oh, yes. I continue to read this book -- absolutely fascinating. Quick: what percent of people living in America were African-American / "black" immediately following the US Civil War? Quick, immediately upon given the right to vote, what percent of African-American / "black" population voted? What percent voted in 1920?

Pence? From wiki:

In his childhood and early adulthood, Pence was a Roman Catholic and a Democrat, as was the rest of his family. He volunteered for the Bartholomew County Democratic Party in 1976 and voted for Jimmy Carter in the 1980 presidential election, and has said he was originally inspired to get involved in politics by people such as John F. Kennedy and Martin Luther King Jr. While in college, Pence left the Catholic Church and became an evangelical, born-again Christian, to the disappointment of his mother. His political views also started shifting to the right during this time in his life, something which Pence attributes to the "common-sense conservatism of Ronald Reagan" with which he began to identify.

Pence was born and grew up about three hours northeast of Evansville, Indiana (by car).

Just the facts, link here.

N.B. Clarence: if "they" can take down a former President, "they" can take down anybody." I probably won't post / blog any more about this story today, but we'll watch where it goes.

Okay, time to move on.