What We Will Be Talking About This Week -- July 23, 2023

Locator: 45182INV.

The usual disclaimers. 

The following includes facts, factoids, and opinions. My comments are interspersed with comments from others. 

Investing:

• it's all about "the Fed" this week;
• regardless of what happens, it's going to be a win-win for investors.
• currently, Dow: longest rally since 2017
  

AI: the new revolution:

• it was shale / tight oil / unconventional oil revolution: 2000 - 2010
• AI revolution: 2022 - 2032
• began with ChatGPT: launched November 30, 2022

Spatial computing -- the revolution:

• began with Vision Pro, Apple: launched June 5, 2023
• part of AI or something entirely different?
  

Chips:

• perhaps a recap is needed?

Oil:

• myths / memes
• under-investment
• importance of SPR
• Dubai
  

Off-shore wind, link here:

• dead.
• the US east coast elite can rest easy
• let Texas, Oklahoma, Kansas, Oregon carry the load
• few Americans have a dog in this fight; most don't care;
• Texas: maybe a pleasant surprise?
  

Ukraine:

• the invisible war?
• with both sides now weapon-depleted, has this turned into a “WWI-style stalemate”?

Entertainment:

• Barbie, yeah, she's that big
• Oppenheimer: over at my literature blog, these posts with Oppenheimer:
• Ray Monk's 2012 biography;
• 109 East Place, Los Alamos; Jennet Conant, 2005.
• 109 East Place, also here.
• The Age of Entanglement, Louisa Gilder, 2008.
• Disturbing the Universe, Freeman Dyson, c. 1979.
• Turing's Cathedral, George Dyson, c. 2012.
• Word Virus, William S. Burroughs, c. 1998.

US Navy:

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Barron's

July 17, 2023

Recession obsession: Did the recession already happen? It would explain a lot. Ben Levisohn. Another "analyst" obsessed with the word "recession."

Recession: other quirky indicators to "predict" a US economic slump.

Meme stocks are rallying. This time they're not funny. Jack Hough. 

Music ETF. MUSQ.

• Taylor Swift breaking records.
• her ERAS tour may end up grossing a record one billion dollars (and she hasn't lost any money on Bitcoin, yet).
• Spootify Technology: up 100% this year

Frontier Communications: full page; high-speed internet could boost this stock.

The Microsoft deal; how it could revive M&A. Half page. BRK prominently mentioned as one winner.

Barron's mid-year roundtable:

• ten pros
• 40 picks listed
• not one was oil (of course, I could have missed something; if I did, it did not stand out).
• other than Deere being mentioned, not much there:
• Mario Gabelli has nice summary
• Abby Joseph Cohen: in the no-recession camp back in January, 2023; a non-consensus view;
• her views haven't changed much since then

Netflix:

• Hollywood faces a perfect storm; why Netflix still wins.
• my comment: do you remember how Clint Eastwood got started?
• Hollywood could be in a big trouble

July 24, 2023

Wind energy: headline article; three full pages; off-shore power's new problems.

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Honda Mileage
2011 Honda Civic

March 26, 2022	122,088	6.42	3.68	23.62	182	28.34	0.13
June 8, 2022	122,263	6.75	4.60	31.06	175	25.91	0.18
June 21, 2022	122,435	6.20	4.68	28.99	172	27.76	0.17
June 29, 2022	122,670	7.61	4.44	33.77	235	30.89	0.14
July 14, 2022	122,901	7.65	3.94	30.31	231	30.20	0.13
Sep 14, 2022	123,090	6.96	3.29	22.89	189	27.16	0.12
Oct 31, 2022	123,335	9.18	3.05	28.00	245	26.69	0.11
Dec 16, 2022	123,552	8.48	2.50	21.20	217	25.59	0.10
January 6, 2023	123,748	7.24	2.79	20.91	196	27.07	0.11
February 24, 2023	123,956	8.20	2.74	22.46	208	25.37	0.11
March 25, 2023	124,242	9.45	3.09	29.20	286	30.26	0.10
April 8, 2023	124,487	8.25	3.33	27.47	245	29.69	0.11
May 9, 2023	124,744	9.22	2.87	26.46	257	27.87	0.10
July 23, 2023	125,000	9.69	3.22	31.19	256	26.42	0.12

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Disclaimers 

Disclaimer: this is not an investment site.  Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. 

All my posts are done quickly: there will be content and typographical errors. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them.  

Again, all my posts are done quickly. There will be typographical and content errors in all my posts. If any of my posts are important to you, go to the source.