Headlines — Going Into Tuesday Morning — November 20, 2023

Locator: 46120HEADLINES.

Hurricanes: whatever happened to the hurricane season this past summer? Crickets.

Renting: single-family home vs apartment. No surprise here, except perhaps the magnitude of the gap.

Fake EVs: taking market share.

EVs: for the urban rich. Very rich. You and I don’t make the cut.

EVs: three articles to be linked in a.m. All three were “front-page” articles in The WSJ.

Cybertruck: deliveries to begin November 30, 2023, a Thursday, exactly one week after Thanksgiving.

Copper: best day in months. Look at this from a year ago and then look at ticker NEM. Compare dividend yield: SCCO and FCX.

NVDA: earnings, Tuesday, after hours. We have to wait all day. Whisper: $3.47. Consensus: $3.18. Consensus revenue: $16.12 billion.

NVDA: closed at an all-time high the day before earnings were to be reported, up 2.3%, topping $504. Up 230% y/y. It’s all about supply vs demand. Can Nvidia keep up? Another must-read article. 

AAPL vs BRK: better to have just owned AAPL. Check 1-day, 3-month, 6-month, 12-month, and 60-month charts.

Eggs: cheaper than they were in 2015 and back to the average 2014 price. Link here.

IRA likely boosting Medicare Part D premiums: premiums could surge in 2024. Could surge as much as 60%. Can Congress step in? I don’t know. It’s an election year.

LNG: Europe looking to US for stable supply of LNG. See commentary of May 18, 2013. Truly amazing: the past decade. Almost exactly ten years ago. Most interesting: no one, it seemed, had any idea how far and how fast technology would grow. Ten years ago was anyone even talking about generative AI?

US energy midstream stock analysis: link here — C-corp vs MLP. Common exercise; something new for me. C-corp: corporation that falls within sub chapter “C” of the Internal Revenue Service code (IRS code).

The “haves” and “have-nots”: the golden age of vaccination. If you know, you know. In the US, it will be personal choice and free market capitalism that will result in supply exceeding demand: outside the US, demand will massively exceed supply. Again, the gap between the US and the rest of the world will widen when it comes to disease and vaccination. Exhibit A: cervical cancer. Must-read article. From the article: 

Vaccines are also a victim of their own success. Immunization currently prevents 3.5 million to five million deaths every year from diseases such as diphtheria, tetanus, pertussis, influenza, and measles, according to the World Health Organization. Because they have been successful in eliminating many of the most dangerous diseases, “we are not alert to the threats that microbes pose to us,” says the Mayo Clinic’s Poland.

Dan Tsubouchi: chief market strategist, SAF Group. Makes twitter great.

Blog: wow, wow, wow. They’re reading the blog. I just posted my thoughts on this subject last evening. Now Barron’s has a great article on same subject and comes to same conclusion. 

MCD: link here.

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.