Tuesday, November 28, 2023

Headlines -- November 28, 2023

Locator: 46199HEADLINES.

Not on my bingo card this morning:

  • GM news
  • NVDA surge (again)
  • Dow
  • 10-year below 4.3%
  • VIX: 12.60. [That was on my bingo card.]
  • WTI: up almost 2% despite peace breaking out in the Mideast
  • Mideast: longer truce results in a 2% jump in the price of oil

My wife's portfolio: up 7% in the month of November; she's happy. Surprised. 

PSX: activist Elliott takes $1 billion share in PSX

  • huge; PSX up 5% in pre-market trading
  • whoo-hoo: makes up sizable portion of my portfolio

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A Month Ago

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Elsewhere

Mark Cuban: the big question is what does he plan to do next? It was announced that he is selling his majority interest in the Dallas Mavericks ($2 billion?) and is leaving "The Shark Tank." I think it's pretty obvious what he plans to do next, but we'll see. [Later: okay, the secret is out. It's all about legalizing gambling in Texas.]

Musk: yet another comeback.

Dallas: 60 years ago -- not a peep from the mainstream media. Did I miss something?

Bizarre: some "analysts" blow off the surge in jet fuel supplied. What am I missing?

Fares: airlines surging -- 2024? FOMO, MOJO. No more YOLO.

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