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Yom Kippur: fast began last night, Wednesday, October 1, 2025, and will end at sundown tonight, Thursday, October 2, 2025. Day of Atonement; holiest day of the year in Judaism.
A moveable fast, annually between late September and early October. Alongside the related holiday of Rosh Hashanah, Yom Kippur is one of the two components of the High Holy Days of Judaism. It is also one of the Ten Days of Repentence. Next up: Sukkot, Shemini Atzeret and Simchat Torah. The latter two mark the conclusion of the holiday cycle with a joyous celebration of the annual Torah reading.
Most exciting chip stock today: AMD. But look at MU: up $15 yesterday (9%) and up again today in pre-market trading. AVGO: up over $10 (over 3%) in pre-market trading today.
Investing story right now: ETFs. Link here to The WSJ. Best ETFs right now. Motley Fool. SCHD; VOO; VXUS. Dividend yield comparison is interesting. 3.76%; 1,15%; 2.76%.
Tea leaves: shutdown won't end before October 13, 2025.
Shutdown: wow, the fog is beginning to clear. Schumer and Jeffries -- the real losers; it's all about AOC.
This is being opined by several commentators today; most surprising -- that very theme in Scott Bessent's interview with CNBC's Joe Kernen this morning. Many data points: most concerning -- Schumer / Jeffries "plan" would add $1.3 trillion to US debt. But it's all about AOC. Schumer is in an existential fight with AOC. AI calls this meme largely driven by conservative, political opponents, ad speculation s ahead of the 2028 elections We'll see. So many story lines in this government shutdown. We're only into day 2.
Scott Bessent: said Trump will unveil huge aid package for US farmers next Tuesday, October 7, 2025. Later: President Trump announces $10 billion aid package for US farmers.
Scott Bessent, AI prompt:
How / when did Scott Bessent get involved with soybean farming in North Dakota? This seems to be a fascinating revelation.
Scott Bessent: soybean farm in North Dakota. AI prompt: scott bessent soybean farm in "North Dakota". One of many links here. The New York Times article, August 13, 2025, link here.
Treasury Secretary Scott Bessent has failed to fully comply with an agreement that required him to divest his financial assets, posing potential conflicts of interest as he leads the Trump administration’s economic policy agenda, The New York Times reported today.
“The biggest potential conflict of interest for Mr. Bessent is his ownership of as much as $25 million of soybean and corn farmland in North Dakota,” the Times said. “The land spans thousands of acres in Burleigh, Kidder, Eddy, Benson and Wells counties, and earns Mr. Bessent as much as $1 million a year in rental income, according to his financial disclosure form.”
“The sale of Mr. Bessent’s farms could be complicated by the U.S. trade war with China, which the treasury secretary has been actively trying to defuse,” the Times added.
BRK-B: $9.7 billion deal -- Oxychem deal.
Student debt: link to WSJ.
Intel / AMD: may require a stand-alone blog.
Gen X: over the years; link to posts on the blog; link, 2018; google https://themilliondollarway.blogspot.com/search?q=Gen+X; link.
Paul Rand: net worth. Two links. September, 2022. Current: $1.5 to $1.7 million.
Christian Nationalism in the US: at this link, scroll to the box in the lower right-hand corner.
Gas turbines: a shortage; a huge concern. Link here. The Labubus of climate change?
Local: severe funding shortage in our school district, GCISD, Grapevine - Colleyville, Texas, north DFW; the enrollment began in 2019, or maybe better said, after 2020.
And that's the bigger story: what happened? I doubt the population has decreased in Grapevine - Colleyville over the past few years. So, what happened. It would be interesting to see the breakdown of students by ethnicity. Was the school board tone deaf? Blame it on MAGA / Trump? Link here. Enrollment has declined by 1,500 students since fall of 2019; resulted in a loss of over $10 million in revenue. Two elementary schools fell below 60% of utilization; four fell below 75% of utilization. How many schools in this district? Eleven. Four of eleven below 75% utilization. Unsustainable. High schools in same district between 2019 and 2024? A slight decrease but not remarkable. Yet.
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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.
