Locator: 49320ECON.
ORCL: earlier today, ORCL plummeted -- it was clearly an over-reaction. By the end of the session amounted to little more than background noise. Unless ORCL surges tomorrow morning I will be adding to my position. See disclaimer.
GDPNow: released today, link here -- 3.8%.
Economy: without Steve Liesman's analysis I don't understand the significance, LOL, link here. In the graphic below, I should have added an arrow to point out the very, very small green bar at the far right end of the chart. Only $0.36 billion (well than one billion dollars) vs an estimate of $14 billion dollars. Raises the obvious question. But at least it's green.
Government shutdown: things getting testy on Capitol Hill.
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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.
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The Book Page
Alan Turing: The Enigma, Andrew Hodges, c. 1983
This still may be the best book on Alan Turing, though much more must now be available.
If I were a high school STEM teacher I would assign the juniors and seniors to read the preface, 18 pages. In fact, we might devote a lot of time to these pages. Almost every paragraph would prompt a discussion. In Texas, and certainly in Florida, it's very likely the book would be banned.
It's hard to believe that what was written in 1983 provides the foundation for what is going on in AI right now.
