The In-N-Out Edition -- July 22, 2023

Locator: 45178MISC.

The In-N-Out edition.

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And Now We Get Down To Business

First things first. After a long, long, long trip to the northwest several things stand out -- more when I get back home:

• conservative, Christian, MAGA Californians continue to flee to Idaho: this may not be good;
• Utah: haven't seen such a "clean" state in years;
  
• economic activity from Utah to western Idaho: amazing
• classic country (western) music is still the best -- "classic" is the operative word;
• the US: simply the best country in the world;
• In-N-Out is not "hyped"; some may be as good; no one is better;
• one never tires of Randy Travis; but I can say that about George Jones, too, and that's about the only two;
• will this be my last hurrah?
• the trip was grueling; it's hard to imagine I hitchhiked "this" trip three times in the early 1970s
  

The Bakken: a random note from a reader that tracks this stuff very closely --

Investing:

• the next two weeks will be a huge win-win period for investors; huge; more on this later;
• ten-day rally; Dow record since 2017;
• F (Ford): maintains dividend of 15 cents;

CHIPS:

• TSM and Arizona; INTC back in the news; link here.
• ASML increases dividend, but I think they are talking quarterly dividend from same period last year; compare to previous quarter, dividend actually decreased (needs to be fact-checked)
• ASML: one of the seven in which I don't invest; doesn't meet my criteri

Re-posting:

• affirmative action; full of ironies; link here.
• US Supreme Court was wrong on this, but I have no time for such stuff

Irony:

• inflation killing off-shore wind projects:
• Massachusetts, Rhode Island;
• link here; link here;

Bakken revolution:

• this graph tells me absolutely nothing: a graph of active rigs / frack spreads since 2015; 

Dumbest politico of all time? Probably not, but I may have to add new category of posts to cover such inanity;

• link here:
• her 3 x 5 index card needs to have three data points, in round numbers:
• US crude oil production: 20 million bopd
• US crude oil demand: 13 million bopd
• US imports 7 million bopd
• that's all she needs to know

Teller on climate change: link here.

• the big question: did "The Simpsons" ever have an episode on Oppenheimer or Teller;
• it's a big question: after all, "The Simplsons" story line flows directly from the Manhattan Project
• Rolling Stone obsessed with 20-seconds of this 3-hour film; having said that, it's probably why I don't see the movie -- LOL

Lana Del Rey:

• Rolling Stone: her 50 best songs; link here;
• how many artists even have 50 songs, much less 50 "best songs" reviewed in Rolling Stone?

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