Locator: 49790ARCHIVES.
Quick read: it may be time to take 30 seconds out of your busy schedule to read the wiki entry for the Bay of Pigs invasion. Seriously. Link here.
Trump: with three incredibly successful and audacious military acts -- all in his first year of a four-year term -- he was inaugurated January 20, 2025, slightly less than a full year ago -- Gaza (Hamas hostages), Iran (nuclear facilities), and now Venezuela, one can only imagine Trump seeing this as a "window" that may never open again: Cuba, Mexican drug cartels, Colombian drug cartels, Iran (again). TR: "walk softly but carry a big stick." DJT: "talk loudly, carry a big stick, and don't be afraid to use it."
North Texas weather: we had to turn on the air conditioner today. Early January. Global warming, and I love it.
NFL: it's my understanding that tonight's SNF game between the Pittsburgh Steelers and the Baltimore Ravens will determine a) who wins the AFC North Division; and, b) who moves on in the championship series.
Only one team from the AFC North will play in the post-season; no wildcard team will come from this division. If their franchise quarterbacks play, it will be Aaron Rogers vs Lamar Jackson. Can you say record views?
With a Ravens win, both teams finish the season 9 - 8 but because the Ravens would have a better division record, they take the divisional championship.
Dallas Cowboys: theme song on flight home back to Dallas. Link here. America's team hasn't won a national conference championship in 30 years. Thirty years. Let that sink in.
US politics: GOP presidential nominee, for 2028 election -- it is SecState Marco Rubio's to lose.
- 15 vice presidents have become president
- eight succeeded to the office upon death of their boss; of those four, only four went on to be elected president on their own; so, 11 VPs succeeded on their own?
- Secretaries of State: six have gone on to become president, all in the 19th century
- state governors: 17
- US senators: 17
- no prior political office: four (Zachary Taylor, US Grant, Ike, and The Don)
- Rubio: US rep; US senator; SecState; never governor
- JD Vance: two years as US senator before being picked by Trump to be the latter's VP
Venezuela: brilliant on so many levels.
Meanwhile, under Carter: eight killed and only eight Sea Stallion helicopters:
Quick! Name one successful military operation under President Biden.
Catbird's seat: Chevron. Mike Wirth is on speed dial Trump. Wirth and Chris Wright vying for Trump's attention. Trump wants price of gasoline to drop below $1.99. Could we see WTI below $40 two years from now?
Politician most likely to crash and burn politically: current mayor of NYC.
Tech and investing (large cap; well-known names):
- everybody's favorite: Nvidia
- for me, tough choice where to put money if given only two choices, NVID or AMD
- most undervalued: Amazon [later, see below]
- keeps showing up on every list: Micron
- interesting: Broadcom
- even more interesting: Oracle
- most perplexing: Qualcomm
- AI: ChatGPT; Anthropic; Google. The rest fade away.
Personal investing: most perplexing -- BRK.
Personal investing: major change this year -- will move from three ETFs to two ETFs in 2026.
- currently: SCHB, SCHD, SCHG
- will go to: SCHB, SCHD
- rationale: SCHG and SCHB -- I can't see much difference
Perplexing.
- is Trump the only non-politician politician who can think strategically? Venezuela was on its way to becoming a Chinese satellite. China desperately needed that oil.
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Amazon
Several hours after posting the original post above, I came across this gem. Link here.
Which then leads immediately to this AI prompt:
With regard to an earlier conversation -- the queue for "memory" with a focus on Nvidia and Micron -- where to you think Amazon Web Services (AWS) ranks in the queue for memory?
An absolutely fascinating discussion. Link here.
