Monday, November 13, 2023

Monday Night -- November 13, 2023

Locator: 46045TESLA. 

This needs to be fact-checked.


US LNG Export: could double by 2027.

ABBA: can never get enough of ABBA. NFL MNF or ABBA tonight? It’s ABBA. No contest.

Gaza: unless one searches for Gaza news, it’s amazing how little coverage there actually is. Headline news coverage. Headline Gaza news is mostly of political protests around the world.

Bittersweet memories tonight of past lives. It didn’t help that I’ve subscribed to a monthly British glossy of military aircraft. 

Investing: it’s just not that hard. Investing, not trading. With a 30-year horizon with s focus on one’s grandchildren. See this note on AMEX at this link. Now, see this note: Delta / AMEX. It’s not that difficult. Now, look at what Apple is doing. Or Walmart. Or Boeing. 

ABBA: can never get enough of ABBA. Say what? What about Linda Ronstadt?  Okay, it depends.

Pickleball? Link here. Yup. Everywhere in the DFW area, we may have the largest pickleball complex just down the street from where we live.

Thanksgiving travel: could be third busiest ever.

John Prine: at his best, none better.

Rate cuts: coming sooner than most people think — not the Fed — but banks. Source. Link here. I’m ready. And here but now it’s the Fed.

Road trip: hitting records.

Why Nvidia is winning. Why Apple will win: link here. Mediocrity is “out.” The best will be rewarded. Nvidia, Apple, AMD, Qualcomm, Broadcom, TSM, MSFT.

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