Clearing Out The In-Box —June 15, 2023

Locator: 44942MISC.

Copper: https://finance.yahoo.com/m/24870aff-1d2b-3cbf-8359-2865b4e60ea8/copper-is-the-future-.html.

Distillate fuel: https://twitter.com/EIAgov/status/1669079819185790982.

See “supply and demand” comments at this post:

• https://themilliondollarway.blogspot.com/2023/06/random-thoughts-on-investing-in.html.

Lucid to follow Rivian off the NASDAQ-100: https://www.barrons.com/articles/rivian-ev-stock-nasdaq-100-lucid-977e078d.

BUD: time to comment. Several story lines. First: https://finance.yahoo.com/m/58248595-06f5-3301-8bca-bc0350aba859/bud-light’s-problems-won’t-go.html.

BUD: time to comment. Several story lines. Second: https://www.wsj.com/articles/bud-light-modelo-best-selling-beer-6a4d6b27.

PGA: https://finance.yahoo.com/news/liv-golfs-struggles-show-tv-networks-want-sports--just-not-all-sports.

Dividend increases: JNJ, CAT.

IRA tax break: https://www.wsj.com/articles/the-retirement-tax-break-that-will-pay-you-an-annual-income-3f7a9a9a?mod=hp_featst_pos4.

Oracle surges: https://www.cnbc.com/2023/06/14/oracle-hits-record-after-50percent-surge-in-2023-defying-tech-struggles.html.

Cava IPO: https://www.cnbc.com/2023/06/14/cava-prices-ipo-at-22-per-share-sources-say-above-stated-range.html.

AMD: trillion-dollar hurdle. Link: https://www.wsj.com/articles/amds-superchips-face-a-trillion-dollar-hurdle-904fa5ad?mod=hp_minor_pos20.

Ka-ching. Pipelines hike rates by record amounts. Why? Because they can. 

• Link: https://www.bloomberg.com/news/articles/2023-06-13/oil-pipelines-hike-rates-by-a-record-amid-red-hot-inflation?sref=f2E6A62x#xj4y7vzkg.

Hotel suites: https://www.wsj.com/articles/hotel-suites-connecting-rooms-families-8f6e21a7?mod=hp_featst_pos3.

Beef prices: https://www.wsj.com/story/beef-prices-are-high-heres-why-a28ca6df?mod=lead_feature_below_a_pos1.