Saturday, June 15, 2024

Saturday Morning -- June 16, 2024

Locator: 47856B.

Market: I didn't look at the market yesterday. I thought it was going to be a debacle. It wasn't. Whoo-hoo!

Goldilocks economy. Re-posting.  Link here.

What comes after a trillion? Link here.

Europe: struggling. See air traffic data: decreasing. While US air traffic is surging.

REX: changing hands. Track RBN Energy's posts on REX here.

INTC: oh-oh.

Sweden says no. To Germany.

RCS? Say what? Link here.

Apple's North Carolina campus: an update. Moving at glacial pace.

Suggestion; google companies systems on a chip apple broadcom (ALL / NEWS)

These and much more but I'm going to be reading this morning. Hardcover books.

********************************
Investing

A wrap:

Barron's: Goldilocks. Link here.
Barron's: there is no magnificent seven; there's simply the Magnficent One. Link here. There is so much wrong with this sentiment on so many levels but it's astonishing how often I hear it / read it:

Warren Buffett is a lot like Larry -- neither feels comfortable buying "these" tech stocks.

Barron's: cash rules. Link here.
Barron's: Nvidia is 2024's best-performing stock. These four are next. Link here.
Barron's: This stock is about to get an AI boost. No one is paying attention. Link here.
Barron's: BRK -- trading volume is plummeting. Simply a "hold" forever; for heirs; step up.



Barron's: GM left Tesla in the dust to become the top car stock of 2024. Link here.

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