Everything Everywhere Happening All At Once, Part 4 — August 4, 2024

Locator: 48298POLLS.

Polls: 

Best summary for first week in August, 2024: link here. Incredibly bad news for Trump. A reminder: Kamala has two more "scheduled" bouncers: a) when she names her VP; and, when she emerges from the Democratic National Convention.

Trump on release of American prisoners held in Russia: this one is Trump's take on the release of American political prisoners: link here. If his MAGA followers agree with Trump on this one, it speaks volumes about his MAGA followers. I won't watch "Morning Joe" but in this case ...

I'm with Kamala Harris on this one. Link here. Trump comes off as "a very divisive, a very little man."

I learned in the USAF that regularly scheduled committee meetings were held to avoid having to discuss the real issues.

Likewise, political journalism is an opportunity for folks like Trump to talk about small issues that are unimportant -- like ethnic background -- to avoid the bigger issues -- like where does he stand with regard to Israel? I honestly don't know. Where does he stand with regard to the Ukraine? I honestly don't know. But I do know, a) he is an isolationist; and, b) he hates sending money overseas to our allies.

President Biden is working at getting American/political prisoners out of Russia (and he succeeded magnificently); Trump is debating Kamala Harris' ethnic background. 

It's interesting: my wife is Japanese-Mexican and I've never thought of her as anything other than American. But when I do think about her ethnicity, I'm thrilled for her and her family. And for the grandchildren, who love to think of themselves as Japanese, Mexican, European. And Texan.

Jobs: link here.

Intel (INTC): CNBC "Half-Time Report" -- it just keeps getting worse.  New ticker symbol for Intel: TTNC?

One analyst bought INTC a few weeks ago at $33 and sold it all today at $22 or thereabouts -- "a disaster." -- BIll Baruch, Blue Line Capital Founder. In line with most other panelists. Intel first reached $22 in 1997 -- 27 years ago. 

Bill Gelsinger's choice to pivot to his own foundries; now seen as the wrong choice, but he did not have (m)any choices -- panelist.