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Thursday, November 9, 2023

Headlines — November 9, 2023

Locator: 46008HEADLINES.

Trees: link here.

Deflation: maybe this will help.

Grid: AI and EVs.

Honda: misses.

German grid: expensive. Governmental debacle.

Willow: let’s go Brandon.

PLUG: unplugged. Ouch. So glad I wasn’t in this one. My rules for investing worked this time. Incredible story gets worse the more one reads. Even CNBC missed this one. Even Drudge. See ticker. No one will admit they own it. May not survive. Not the first time. Motley Fool got it right from the very beginning. Twitter feed. Finally: this is getting CNBC's attention! Wow, they missed it yesterday as it was happening.  Walmart partners with PLUG, Forbes.

On top of things: LOL. 

And this is why I don't subscribe to SeekingAlpha:

US debt: a very reassuring graph. Delinquency: nice graph, study.

$37-billion treasure: Wyoming rare-earths mine.

Another record: my favorite chart. This has turned out to be quite a story. I remember the pushback I got when I first posted this story some months ago. Regional banks in deep doo-doo.

Lucid: Saudi’s money pit.

Blame it on the speculators: how many times have we heard this story?

Petrobras: how does this happen?

IBD on the big mergers: more for longer. Financial Times on same story behind paywall.

JPow: a legend. The only adult in the room.

Current pet peeve: business ads on CNBC warning us about climate change. Let's see -- An Inconvenient Truth, Algore, began making these presentations in 1989. Mildest season ever for hurricanes, summer, 2023. Wow -- 1989 --> 2023 = 34 years.

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