Locator: 49375HEADLINES.
Geo-politics: Trump okayed additional airstrikes on drug-running ships out of Venezuela.
Ford: after seemingly to blow it off, the truth emerges -- link here.
Aluminum: coincidentally, link here:
So, a trifecta: copper, aluminum, and silver. Whoo-hoo!
With gold? Four consecutive strikes in bowling -- a hambone (completely made up) or a four-bagger.
Headlines:
- JPM
- huge Tricolor losses; an interesting story, but inconsequential;
- says auto company bankruptcies reveal "early signs" of excess in corporate lending
- "early signs of excess or simply picking the wrong company
- again, it's inconsequential
- no risk, no reward
- Jamie Dimon with alligator tears all the way to his bank
- the country's largest bank reported a 12% jump in 3Q25 profits, about $1 billion more than analysts anticipated;
- link here.
- Wall Street deals bonanza boosts profits at JPMorga and Goldman
- lumber:
- Rayonier Inc to buy PotlatchDeltic Corp
- all-stock deal;
- valued at about $3.4 billion
- would create the second-largest publicly traded timber and wood products company in North America
- link here;
- Trump announces sweeping tariffs on imported lumber and wood products
- biggest blow will fall on Canada, the top lumber supplier to the US
- autos:
- GM takes huge charge related to EVs
- a $1.6 billion charge on EV pullback;
- Stellantis: overhauls Jeep Grand Wagoneer lineup under brand turnaround plan.
- Shutdown:
- White House vows to "ride out" shutdown; Trump does not appear wobbly;
- "win" in Gaza probably helps
- Tech and AI:
- Walmart partners with OpenAI for ChatGPT shopping feature
- would allow purchases directly in ChatGPT
- new Supermicro business builds out entire data centers (plural)
- Broadcom again: Broadcom to launch new networking chip, battle with Nvidia intensifies
- Oracle cloud: to deploy 50,000 AMD AI chips; signaling new Nvidia competition;
- Geo-politics -- economy
- who will flinch first: US or China
********************************
The Stellantis Story
Posted above.
- personal interest;
- maybe more later.
- leases on Pacifica or Voyager on my radar scope
- Pacific, website; Voyager, not posted
- $450 x 42 months
- $4,000 at signing
