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Friday, September 13, 2024

Cramer's First Hour, Part 3 -- Friday The Thirteenth, September, 2024

Locator: 48581CRAMER. 

WOW, WOW, WOW! WTI just hit $70.

Cramer's first hour: a mix of facts, factoids, opinions from various sources -- often not cited -- while listening to Cramer's first hour on CNBC.  

Gold hits record high.

China: still in deep trouble.

Ticker to watch today: AAPL.

Oracle: first story, of course. Up $10 pre-market; up over 6%.

Too many story lines: link here. The Europeans must really, really like bureaucracies.

Sell-off of tech could be over

Apple iPhone 16 go one sale today; deliveries one week from today, and in stores next week. 

Uber: will have a huge day. Will make Josh happy. Josh Brown, the buy-side analyst.

Boeing; for the archives, machinists on strike. First time since 2008. Looking for 40% increase in pay (minimum) and return of defined pension plan. 

BRK: not having a particularly good week.

Personal investing: Sophia continued to add to her tech position.

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The Book Page

For those interested in this genre, highly recommend Geniuses At War: Bletchley Park Colossus, And The Dawn Of The Digital Age, David A. Price, c. 2021. "Riveting" -- Walter Isaacson. Agree. 

Every page with an interesting anecdote. Exhibit A:

Italian naval Enigma was cracked in September 1940 by a nineteen-year-old assistant cryptographer, Mavis Lever. The daughter of a postal worker and a seamstress, she had been at University College London studying German Romantic poets when the university evacuated to Wales at the outbreak of war.
"I thought I ought ot do something better for the war effort than reading German poets in WAles," she said later. "After all, German poets would soon be above us in bombers."
She thought at first of training to be a nurse but an acquaintance steered her to the Foreign Office, where she might be able to use her German skill; from there, she was sent to Bletchley Park. She knew nothing about codebreaking when she started. As it turned out, she liked the work, though she was annoyed by the widespread and freely voiced assumption that her boss, Knox, had hired because she was very pretty.

Dillwyn Knox was a veteran GC&CS [Bletchley Park] codebreaker. At a two-day meeting in July, 1939, in the early days of all of this, Knox was among the first to learn that the Poles had been reading German military Enigma messages for most of the past half-dozen years.

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Disclaimer
Briefly Reminder 

  • I am inappropriately exuberant about the US economy and the US market.
  • I am also inappropriately exuberant about all things Apple. 
  • See disclaimer. This is not an investment site. 
  • Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. All my posts are done quickly: there will be content and typographical errors. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them. 
  • Reminder: I am inappropriately exuberant about the US economy and the US market.
  • I am also inappropriately exuberant about all things Apple. 
  • And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia.

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