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Updates
Later, 11:31 p.m. CDT: CNBC's "Half Time Report" --
A huge tease by one of my favorite panelists -- history -- back in 2023, sold CVX to buy PDX, then PDX gets bought by XOM and now she [Jenny, disclosures] has XOM which doesn't have much growth potential and only a 3% yield when her portfolio targets 5% yield, and she will use the XOM proceeds to buy a pure-play Permian operator.
Because she's in the middle of that trade, she can't mention the name, but she's really, really eager to tell her viewers. Hopefully, I don't miss that -- I assume she will tell us next week. Pure-play Permian with enough gravitas to match PDX/XOM? Thoughts:
- Permian Resources: doesn't meet her dividend goal
- FANG - Endeavor: big, same multiple as XOM; pays almost 5%
- hard to believe her pick is anything other than FANG
Original Post
Tag: jobs. unemployment.
Unemployment: Table A-15:
Where the jobs are: federal government and local government jobs. Service jobs plateauing somewhat after a big run.
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AMD
Well, this is certainly interesting, in light of recent rumors, tweets, and a press release, of sorts:
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Markets
With CVX down $2.02, let's see what OXY and BRK are doing.
OXY:
BRK-B:
And, then, of course, we have AAPL, which I think is another new all-time high, and the move this morning was not subtle:
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