Monday, Monday -- September 25, 2023

Locator: 45576B.

Reminder:

• tax extension?
• almost time to file.

RMD rollback rules for 2023:

• link here.

College football poll: 

• Texas moves up to #3.
• Colorado drops out of the top 25 after being trounced by Oregon.

Hurricane:

• Ophelia a dud
• Phillipe: a gazillion miles to the east but NHC already creating panic

France / Macron feeling the pinch:

• high gasoline prices
• courts stop effort to roll back prices at the pump (can't sell below cost)
• plans to give each drive a check for 100 Euros to help pay for gasoline

EU LNG:

• dependent on US for decades to come;

Apple - India:

• google Apple India invest fivefold

Hollywood strike:

• tentative deal after 150 days
• if UAW strike lasts half that long -- we're into the holidays;
  
• UAW: looking for “months-long” strike; link here;
• AOC drives a non-union-made EV; makes excuses.

Mortgages:

• there is a way to get around high mortgage rates -- Yahoo!Finance morning brief;
• no link; too much pushback expected.

Fed rate increases:

• CEOs generally not concerned -- Yahoo!Finance morning brief;
• no link; too much pushback expected.

QCOM:

• downsizing
• feeling the Apple pinch

Chips:

• pain likely to continue;

Autos:

• margins:

Maps:

• Peter Zeihan's cheat sheet for dating maps. Link here.
• Most interesting: the starting point -- the great divide.

Ukraine war:

• not always (immediately) confirmed, but apparently some "big" names / high-ranking officers in Russian military being sent home early and unexpectedly.

The book page:

• computers;