History OF US LNG Export Industry -- January 27, 2024

Locator: 46664LNG.
Locator: 46664DEFLATION.

This is an incredible piece of work by Stephen Stapczynski over at twitter / X.

Two milestones:

• the Bakken revolution
• Aubrey McClendon

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Inflation Watch

Again, at the "most expensive" of the six+ grocery stores in our local area.

Great marketing and loyalty rewards but at the end of the dau it's all about the supply chain post-pandemic. 

 I would argue that the price of Tide detergent is fairly "price inelastic."

The government's market basket when pricing Tide: $7.49.

The consumer's market basket when pricing Tide: $3.99.

Tell me again US inflation is running at 9%. This is classic deflation. Not disinflation but deflation.

One of the few places we won't see much (if any) deflation in the US in 2024: restaurant meals; airline travel; shares of NVID.

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A Second Language

The most commonly spoke language other than Spanish by state.

This is why I'm studying Spanish on Duolingo.