Locator: 49179ARCHIVES.
September 22, 2025. Rambling:
- I've never seen so much news; it's impossible to keep up; every day I wake up eager to see what's new;
- this is the most transformative president in my adult lifetime -- perhaps since Ronald Reagan
September 21, 2025. Rambling:
- the year the music died: at least for the next four years, EVs are dead;
- anything else is "spring hopes eternal"
- the final straw: Buffett gets out!
- I would never bet against Jensen Huang, but for investors, with regard to Intel, there are so many other bets just as good;
- if one has to think that much about an investment in this economy, it's time to pass;
- I'm inappropriately exuberant about Apple, but what Apple Silicon is doing is simply amazing
- ditto: Tim Cook's American Manufacturing Company
- no one mentions it, but the biggest moat right now: trillion-dollar-market caps
- why does everyone seem to be fighting the Fed?
- where is Vanderbilt ranked this week? Finally, it breaks through #20; now ranked #18 after beating Georgia State (unranked, not to be confused with #5 Georgia), 70 - 21;
From September 19, 2025:
Data points this past week that really caught my attention:
- the strong performance of US equity markets in August / September, considering these two months are historically tough months for mom-and-pop retail investors;
- Apple's global laptop sales in the 2Q25;
- the staggering production in the Permian relative to the rest of the nation;
- what appears to be an incredible Apple iPhone 17 launch;
- the continued misreading of the Intel story;
- the strength of the AI/fourth/sixth industrial revolution;
- the Fed is cutting despite a strong market;
- despite all the trash talk from the White House, JPow is looking pretty good;
- most important: he is independent of the White House and he's very, very trustworthy and credible.
