Disclaimer, NVDA, Eggs, My Favorite Chart -- March 6, 2025

Locator: 48466ARCHIVES.

Politics: one gets the feeling that a very, very large silent majority is beginning to feel quite liberated. Trump's honeymoon among them could last a very, very long time. Trump had no honeymoon among the Democrats in Congress (US House and US Senate) and no honeymoon among federal judges, and now even the US Supreme Court, so:

• he has nothing to lose among those two groups; and, 
• the open hostility manifested by those two groups will likely endear the very, very large silent majority to his side.

Politics: the very, very large silent majority is noting that the Minnesota Dems and the AOC squad are supporting (California Dems are becoming less and less visible except in California):

• an extension of the Ukraine war, even if it leads to WWIII or the use of nuclear weapons; full support for Zelenskyy's "no-compromise" stand; and, zero support for Trump's peace overtures;
• a desire to allow men to participate in women's sports;
• continued government spending with no need to cut the deficit or the debt;
• continued support for the global trading system in which China, India, and the South Pacific Islands are all treated as emerging nations at the expense of the American taxpayer.

Investing: I have never been more aggressive buying US equity than I am now. 

I have a 30-year-rolling horizon and my entire portfolio will go to the grandchildren. They will not care what the market was doing on the day I bought the shares. They will also not care at what price I bought the shares. Don't misread that or take that out of context.

Today, link here:

Summit Carbon, hope springs eternal. Link here. See also.

See disclaimer at bottom of blog. I haven't posted the "disclaimer, briefly" for quite some time. The disclaimer is always available on every page, and at the top among the pages.

NVDA: link here. Down 16% today? I wonder how Nancy is doing? Stargate was first (?) mentioned on the blog February 8, 2025. Since then, we've had announcements for two large AI/LDC build-outs in/near Salt Lake City (#2) and Abilene, TX (#1).

*****************************
My Favorite Chart

MMF, re-posting:

Locator: 48435MMF.

Link here.

Elsewhere, holy mackerel, link here:

Washington, DC; February 27, 2025—Total money market fund assets increased by $60.54 billion to $6.97 trillion for the week ended Wednesday, February 26, the Investment Company Institute reported today. Among taxable money market funds, government funds2 increased by $52.97 billion and prime funds increased by $5.84 billion. Tax-exempt money market funds increased by $1.72 billion.

Also, link here.

Eggs: the Louisville Courier Journal. Link here. Kroger and Walmart are "holding the line." Kroger at $5.50 / dozen; Publix at $650. Advertised by Uber Eats for $2.80 / dozen at an Albertsons location in Portland. Link here.

**********************************
Disclaimer
Brief Reminder 

Briefly:

• I am inappropriately exuberant about the Bakken and I am often well out front of my headlights. I am often appropriately accused of hyperbole when it comes to the Bakken.
  
• 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 something appears wrong, it probably is. Feel free to fact check everything.
  
• 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 Bakken, 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. Nvidia is a metonym for AI and/or the sixth industrial revolution.
• I've now added Broadcom to the disclaimer. I am also inappropriately exuberant about all things Broadcom.
• Longer version here.