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Sunday, October 8, 2023

Another Busy, Busy Day -- October 8, 2023

Locator: 45689B.

At the top: college football yesterday -- link here -- how much money lost by gamblers -- mush have been huge -- just some of the upsets:

  • comments:
    • USC was atrocious last night; three overtime periods; win with a two-point conversion
    • Louisville stunned Notre Dame
    • the UCLA "upset" was not a real upset; UCLA was favored by 3.5 points going into the game; the ranking was simply wrong
    • must-see video: Miami losing to Georgia Tech 
      • worst-ever decision by coach
      • coach blames player

In the queue today:

  • in general
    • Hamas: why?
    • college football yesterday
    • NASCAR: yesterday and today
  • high interest rates killing renewable energy
    • consider the source, but this is one of his better posts; having said that, not sure he's correct; needs to be fact checked: NYSE suggest NEP fell 24% in the past five days; but has fallen 53% in past month
    • Javier Blas: best observation in some time --  EU solar in huge trouble; blames high energy prices -- say what? Link here.
    • definition of insanity -- Twain's Musctache -- link here.
  • EVs -- plenty of money out there; recession? what recession -- look at Volvo (below)
    • Tesla's China-made EV sales volume falls 10.9% year/year (September)
    • world EV sales: 18% of world auto sales
      • registrations up 45% y/y (August)
    • electric car sales to private buyers fall sharply
      • private EV sales are nosediving in the UK
    • US Treasury, IRS announce new tax-incentive guidelines to spur EV sales
    • Volvo EVs are in demand across the US; sales rise 631% y/y (September)
  • Wrap -- The WSJ
    • Israel's opportunity to destroy Hamas -- The WSJ
    • Nvidia -- The WSJ
    • deficits and Treasury bonds: not out of the woods yet; not by a long shot -- The WSJ
    • the US economy's secret weapon: seniors with money to spend -- The WSJ
    • the real problem for Big Box stores: organized crime -- The WSJ
    • the oil patch is primed for an era of megadeals -- The WSJ
    • autopay costing consumers more in interest -- The WSJ
  • AMD: to have 5% share of the AI chip market at end of 2024 -- analyst; link here;
  • Nvidia

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