Locator: 48221B.
Tag: "EV narrative."
Must-read: the randoseru. Link here. Is it available on Amazon? Let's check. Holy mackerel, it is. Look at the price!
Back to the Real World
New home sales: plunge.
CNBC's expert on currency trades: Sara Eisen. Fairly long segment on weaker dollar vis a vis the Japanese yen today.
Fed rate: more and more talking heads getting nervous about delay in Fed rate cuts. Former NY Fed president: the Fed needs "to cut next week." Next on JPow's agenda: Jackson Hole, late August. By which time the DNC convention will be history and the presidential campaign will be in full swing. Generally, historically, when one of two presidential contenders seeks "multiple" debates, the one seeking "multiple" debates knows that he/she is now the underdog. Just saying. But note: Trump is a very, very different animal. But ...
VP: my money is on one of the young white guys. Governor of Kentucky (age 46) would be a brilliant choice, but my money (if I were a betting man, pronouns "he/him") is on the governor of Pennsylvania (age 51, Jewish). All electoral roads lead to and through Pennsylvania. The "real" VP (Kamala Harris' spouse) is also Jewish. If Shapiro is not selected, then it goes to Governor of North Carolina, though at age 67, relatively older, but still a generation younger than Joe Biden and Donald Trump.
Light oil: Kuwait announces huge new oil field. Link here. Peak oil? LOL.
IEEFA and the "LNG pause." Link here.
Under-reported: it's mentioned, but it's buried in the story. See if you can spot it. Link here. So many story lines in this article, but the biggest story is buried this article and not even reported elsewhere. We might come back to this, but I often forget -- or simply run out of time. EV narrative continues.
Under-reported: with regard to Tesla, this is the other under-reported story -- margins --
Henry Schein, Inc. See wiki for background. Moving operations from Grapevine, TX (think DFW) to Alliance area of Ft Worth. This is a huge story. Several years ago I posted a story about Alliance, TX -- this is truly a huge story. Combine this story with the next story on Texas growth.
Flocking to Texas, link here.
Overwhelmed! Anyway, I'm so overwhelmed with news and personal events, I have to take a break. I'm not sure if I will be back to the blog before this evening. Good luck to all.
ATT up over 4% today simply blows me away. Speaks volumes. And it's amazing all the pundits / correspondents who “told me" to stay away from T. LOL. T is not a long-term investment for me, but it's where I park money until opportunity presents itself.
*******************************
First Things First
No comments:
Post a Comment
Note: Only a member of this blog may post a comment.