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Monday, September 25, 2023

Monday, Monday -- September 25, 2023

Locator: 45576B.

Reminder:

RMD rollback rules for 2023:

College football poll

Hurricane:

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

France / Macron feeling the pinch:

EU LNG:

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:

Chips:

  • pain likely to continue;

Autos:

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:



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