Last Twelve Hours -- October 2024

Locator: 48604ARCHIVES.

CNN: "highly classified" US document discussing US monitoring Israeli intentions leaked. The big question: who leaked the document? Answer: whoever had most to gain from that document being leaked. The CNN story has a very, very big "tell." Link here. Hint: the document was not all that highly classified. 

Boeing: machinists strike is over?

NFL: from London this morning, JAX (1-5) vs New England (1-5). Wow.

Wages, US: two links, we may get back to this later:

• first, just the graph;
• second, the background talking paper.

Disinflation / deflation: yet another example of prices falling faster than many predicted.

• Amazon: the new annotated Frankenstein almost 30% off: link here.
• core inflation slowing sharply; previously posted.

Investing:

• will the $9.5 trillion in money market assets make it into the stock market? Link here.
• Microsoft spend, 2027: one big moat.
• "new" acronym has been around since the 1990s: google commercial service provide.
• US semiconductor ecosystem map: posted previously; still amazing.
• AVGO: just knocked Tesla out of the magnificent seven. Link here.
• SNOW, PLTR: no link but keep them in mind.
• Intel (INTC): link here. Beth.
• millennials: suddenly the wealthiest generation in the US. Previously posted.
• Starbucks: customers want the coffee shop to bring back the condiment bar; a first-world problem. Link here.
• Taiwan: anything but nuclear. Link here. Beth.
• Schwab's tax planning life cycle. Schwab. Not much there, simply a reminder. I prefer this site.

Headline of the day: turns out, Telsa's Cybertruck is a hit. Link here.. 

That is very, very true -- I'm seeing the same thing here in north Texas -- the DFW area. It is truly amazing. It simply tells me that folks have a lot of money to spend and at 1.9% interest for a three-year loan, money is still almost free.

Science:

• atmospheric rivers. LOL. An insurance company has made "this" a "thing." Link here.
• microRNA and the Nobel prize. Link here. Another Rosalind = Nobel Prize story.

The Conversation: a new link for the blog?

Arts and books:

• why Jackson Pollock owed everything to Claude Monet, New York Times. Link here.
• Frankenstein: nice essay from The Conversation. Link here.
• Frankenstein, Mary Shelley, the review: NYT, February 5, 2018 (note the date of the review); link here.
• Ossa, Olympus, Pelion, Brittannica. Link here. Cleverly referenced by Percy Bysshe Shelley in review of Mary Shelley's Frankenstein. Pronunciation (don't overthink it): "bish" -- rhymes with "dish -- the final "e" is silent and is an exception to the "final e" rule regarding preceding vowel sound. Wow. Finally got that out of my system.

Board game: "Ticket to Ride." It must be a Portland thing. The New York Times.

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Disclaimer
Brief 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.
• Longer version here.

Look how far we've come. When the original version of the disclaimer appeared, I was focused on MDU. LOL.