Tuesday, June 17, 2025

Tuesday, June 17, 2025

Locator: 48760ARCHIVES.

Tesla: to stop production in Austin, Texas. Breaking. Details to follow. Headline exaggerated:

  • will turn four-day weekend into one full week of no production
  • second time in past two months to stop production for at least one week each month.

Questions, Observations

Trump's latest comments:

  • tweets clearly suggest the US is involved and confirming "we" (Israel and US) have complete control of the air;
  • tea leaves suggest only a few days left of Iran launching ballistic missiles into Tel Aviv

Israel:

  • no worldwide calls for Israel to de-escalate unilaterally; truly amazing; never expected this;
  • major headlines suggest Iran is the nuisance here, not Israel;
  • G7: at best, a summary statement asking for both sides to de-escalate; surprisingly, the one man looking for a Nobel Peace Prize did not agree to sign this statement; did not want to "box-in" Israel.
  • breaking: Trump calls for "unconditional surrender."
    • Trump says he's neutral; says he wants diplomatic solution
    • if accurate, "unconditional surrender," suggests Trump knows what is coming

Russia:

  • has to be shocked that its air defense package was knocked out by the Israeli Air Force 
  • Israeli Air Force must be somewhat smaller than NATO's, US's air defense;
  • on top of that, Ukraine is embarrassing Putin

Boeing:

  • Dreamliner 787: despite Air India crash on take-off; 241 of 242 killed:
    • no calls to ground Dreamliner
    • officially: no explanations; no theories
    • unofficially: two-engine flame-out;
      • fuel contamination: doesn't make sense;
      • it seems this would be really, really each to confirm one way or the other
        • fuel contamination hits one plane out of the very many that would have taken on fuel at that Indian airport on that date
      • emergency fuel cutoff switch turned off
    • I find that amazingly remarkable; no idea what caused the crash and it was a catastrophic crash and yet no call to ground the Dreamline 787 until safety checks are accomplished. 

Inflation:

  • tame;
  • housing prices, data released today: very, very mixed but overall, generally lower or trending lower year-over-year; at least that was my takeaway
  • there are exceptions: in Cleveland, for example, home prices are surging.