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Monday, August 19, 2024

US Debt In Perspective -- August 19, 2024

Locator: 48461DEBT.

Tag: debt; sovereign debt;

Link here

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GDP 

Link here. Estimates sinking fast. Just a few weeks ago, the estimate was 2.8 and then fell to 2.4, and now sits at 2.0 for 3Q24.

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Phil Donahue

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Cramer's First Hour

Starts off with magnificent 7, of course.

Apple: poised to win in AI. But that's already priced in.  Currently trading at around $211.

Boring: a fairly boring Monday morning for Cramer's first hour.

SBUX: link here.


HPQ: watch the ticker today. Says HP AI rolling out more slowly than forecast. 

HP's OmniBook X 14 -- you can do better -- Verge. Link here. August 15, 2024. QCOM's Snapdragon. The writer still prefers his company-provided 13-inch MacBook Air. Both are similarly priced. The Air has the new M2 and M3 chips. [HP: even steals the Apple "book" name. It gets tedious.]

From the linked Verge article:

The freshman class of Windows Copilot Plus PCs has its battery champ, and it’s even a few hundred dollars cheaper than Microsoft’s new Surface Laptop. But it’s also business-class boring, with a middling screen and subpar trackpad.

HP’s new OmniBook X 14 is one of the first laptops with Qualcomm’s Arm-based Snapdragon X Elite processor. Like most of the ones we’ve seen so far, it’s a thin and light machine aimed at productivity tasks and stuffed with AI fluff. It starts at $1,150, with a 14-inch LCD screen, 12-core processor, 16GB of RAM, and a 512GB SSD — with an optional upgrade to a 1TB drive for $1,200, though it’s often on sale for less. [GPU: Qualcomm Adreno.]

Most of the other Windows laptops we’ve seen with these new Arm chips have bright, beautiful screens and other creature comforts. The OmniBook, on the other hand, is a near-clone of the HP EliteBook Ultra, a machine built for high-volume office deployment, and it shows.

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The Book Page

Three links today.

The Killer Shrews, link here.

British governesses and literature, link here. Considering the source, I was expecting more. Disappointed.

Book bars gain momentum in NYC, link here.

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