The Buzz -- Part 1 -- February 20, 2025

Locator: 48591BUZZ.

The buzz. It doesn't take a weatherman to know which way the wind is blowing. 

Must-watch TV tonight: NHL. USA vs Canada. The big question: will there actually be any hockey played? A bigger question: will Trump actually attend? LOL.

NYTimes: as usual, The New York Times completely misreads this. If y'all listened to Trump, you would know what's going on.

WMT: tumbles. How worried is Walmart about this? Not at all. Walmart raises its quarterly dividend from 20 cents / share to 23.5 cents / share. Is a 3.5-cent-jump on 20 cents = a 17.5% jump in its quarterly dividend?

iPhone 16e: Link to TWSJ. The entire iPhone 16 family.

Before the iPhone 16e was released: link to TWSJ.

C1: incredible. More will be posted. One can start here. Or here:

Buffett: cuts holdings in banks. Holds AAPL position. Speaks volumes. Link to TWSJ here.

Medicare vs Medicare Advantage. DOGE. Finally, I get it. No longer worried. No longer concerned. But it explains all the telemarketer calls. Link to Barron's.

DOA: EPA, California waiver. Finally, a link without a paywall.

Ukraine: British troops on ground? Can't even get there without US air. Link here. The bigger story here? It's a sad day when the Brits / Europeans can't even get their troops to the front line ... on their own continent.

Europe: dire straits. Link here. Things have gotten pretty bad when Americans are starting to "vote" for Putin, and not Zelenskyy. But when Zelenskyy admits he can't account for $6 billion of the money the US sent him .... I think most of us can figure out who has it, even if we don't know where it is ...

Mexico: cars. More than any American even knows. Link here. No wonder Mexico is running scared.

Nissan: six models under $30,000. Link here.

LA ports: surge. But it's not what it seems. Link here. There are so many story lines here. Amazing. American exceptionalism.

Boeing: it's worse than any American even knows. Link here. Trump himself wants "out." Secretary of Defense: wants DOD to cut annual budget by 8% each year for the next five years. I think it's easy to connect those dots.

aaaaaa