The next US civil war: electricity -- residential vs commercial / industrial. Trust me on this one. Battle lines and/or the orders of battle are just now beginning to form.
WTI: has just jumped one dollar / barrel. The "majors" are up a bit but otherwise not much change. Yet.
Is this why? E.P.A. plans to revoke legal basis for tackling climate change. I assume in addition to numerous other things, this makes a lot of legal challenges affecting oil companies a moot issue.
OKE -- whoo-hoo -- is up 1.3% today.
Tech, the big tech stocks -- the magnificent 7 and about ten others:
- are thought to be in direct competition with each other (false); and,
- hold a relative monopoly in their specific niche (true).
This, by the way, also holds true for the seven leading (and many, many more to follow) chatbots. All chatbots:
- are thought to be in direct competition with each other (false); and,
- hold a relative monopoly in their specific niche (true).
Exhibit A: one is up 14% over the past five days; and one is down 13% over the past five days:
It was an a-ha! moment when I "discovered” those factoids. And that made all the difference in the world to me when I pivoted to tech a couple of years ago. Having said that, there was one exception: Broadcom, and I have a reader to thank for that. A huge thank you to an anonymous reader who told me to take a look at AVGO a couple of years ago.
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The Book Page
Tag: movies
No notes yet but this is where the notes on Clicked will be posted.
MOTION PICTURES + MONTAGE = CINEMA.
The book:
Suddenly Something Clicked: The Languages of Film Editing and Sound Design, Walter Murch, c. March, 2025.
Search the blog for other posts on this book.
I'll say something different a month from now (or probably even sooner) but this might be my #1 book recommendation for the year. What could be better? A genius at age 81 reflecting on the best movies ever working with the best directors ever. It's amazing how often The Conversation comes up in conversation in this book and yet Walter Murch has not yet talked about The Conversation. I can't wait to hear him on that movie. Wow. I just watched it in its entirety the other night. "Free" on Amazon Prime. I can finally say I've seen this movie. I think I watched it once before and have watched bits and pieces of it several times. But now I've seen it and ready to ready what Walter Murch has to say about it.
And best of all, this is the first of a three-book set. Volumes 2 and 3 have already been written and "will be published at the appropriate time."
A huge piece of the book has to do with "cuts." [Well, duh, it's a book on film editing.]
Looking at the long continuum of US history, I can think of two major "cuts." The collapse of Wall Street in 1929, and the Covid lock down in 2020.
Run the film from 1919 to 1928, and then cut to 1931.
Likewise, run the film from 1945 to 2019, ad then cut to 2021.
On one level, it would be as if absolutely nothing happened, but ... everything happened.
Perhaps for Israeli Jews, run the film from 1611 to 1945 and then cut to 1947. Wow.
