On My Plate Today -- August 7, 2023

Locator: 45363BLOG.

Energy:

• high gasoline prices spark new concern in Washington -- can't wait to hear what SecEnergy Granhholm has to say on this; link here.

Mideast:

• Saudi posts 38% drop in earnings, 2Q23; link here.

Renewable:

• wind: Siemens -- oh, no. Link here.

Beyond the pale:

• what am I missing? "BMW's XM at $160,000 is not for everyone": link here.
• pro athletes do way better than most US CEOs; link here.

Economy:

• jobs: part-time now in vogue; full-time hiring declining at fastest pace since April, 2020 (no analysis, just the chart): link here. I have no idea what to make of it; simply background noise; transition?
• US inflation data may offer some comfort to JPow; link here.

Investing:

• Icahn Enterprises plunge: link here.
  
• Apple Services surge: link here. The comments at the link suggest incredibly naive readers ...
  
• exceed: Netflix, MC, Activision, Spotify, Peloton combined
• AI-ready data centers poised for fast growth; link here. Featured: CoreWeave.
  
• BRK: two stocks to hold and own forever -- AAPL, Kroger; link here.
• 2Q23 earnings: worst in years. My take? It's a stock-pickers' market. Link here.
• Nvidia: link here.

Ukraine:

• 1917: link here.
• huge push to the south; circling Donetsk; moving closer to the Crimean

Miscellaneous:

• Daimler Truck CFO, age 52, dies in accident: link here.

Fact-Check:

• Fact-check: Ford 150 Raptor R -- $150K: https://www.foxbusiness.com/lifestyle/ford-f-150-raptor-r-hot-costs.

Sports:

• Dechambeau: moving over to the LIV -- smartest business decision, ever -- 
• note: the golfer "lives down the street" from me -- whoo-hoo!

Nvidia vs BRK: re-posting.

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Family

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The Art Page

In the style of Claude Monet. This was how Monet's "Water Lilies" series began.

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Texas In August

From last night: