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Monday, November 27, 2023

“Things” Are Moving Way Too Fast — November 27, 2023

Locator: 46194TECH.

Late night reading. Very, very interesting.

  • A mutual fund (e.g., BRK) doesn’t need a hoard of cash. But tech companies do.
  • More on this tomorrow. 

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Other Headlines

Dead: small modular new reactors. Will die on the vine for the same reasons most EV start-ups won't survive. Peter Zeihan.

Falling: Micron.

Amazon: palm reading. Remember Jason Bourne?

Amazon: record-breaking sales in 11-day stretch leading up to and including Black Friday.

Burned out?  How to cancel digital subscriptions.

Burning out? ONE cutting 25% of its workforce. A lot packed into that short article.

Supply chain issues? Lego. Link here. This is amazing considering we’re already in a recession (Charlie Munger). I do not ever recall seeing so many Lego sets on backorder. Including the new $629.99 (no typo) Eiffel Tower. The good news: free shipping. And no sales tax if you live in Montana. Will ship by December 11, 2023. The Hogwarts Express is already back to $499.99 after dropping to $399.99 during the Black Friday promotion.Yes, on back order.

Promising: dividends in 2024 — Barron’s.

Energy: anticipate stellar performance in 2024 — Barron’s. This article was posted several months ago.

Renewable energy: investing rout this past year is causing a panic. FT. Link here.

Record: Americans flying.

Delfin Project: update.

Rivian: can it survive five more years?

Boeing: more room to run. Barron's: says another 25%.

UK wind: link here.



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