Locator: 49816ARCHIVES.
Weather: link here. From AccuWeather, Grapevine, TX (DFW metroplex) -- I can't make this stuff up -- a great day for jogging -- and no snow to shovel --
ISO-NE: link here.
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Investing
AVGO: Cathy Wood bought almost 50,000 shares of AVGO yesterday. Link here.
INTC: Cramer remains very, very bullish on Intel.
JD Vance: "You can't turn the Titanic around in a day."
WSJ's Joanna Stern: "I get it. Claude is really, really cool."
Schwab: the new rock star.
Silver: $102.
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From The x Files
Apple will be the next victim: Intel was the first with regard to memory-price crunch. Didn't read the article. This is not an "apples-to-apples" comparison.
Goldman Sachs: CEO Solomon's pay raised 21% to $47 million.
Dividends: SLB and OKE raised their quarterly dividends. Whoo-hoo.
Scrooge: North Dakota failed to pass bill authorizing two school meals / day for all. Reprehensible.
Texas: wind power MIA during the worst winter storm in 40 years -- not counting the storm four years ago.
FBI: not getting the credit it deserves. Nor is Trump.
Winter: folks seem surprised it gets cold in the winter -- in the northern hemisphere.
Gold: trending toward $5,000. I remember when we thought $800 was expensive. Having said that, Barron's thinks silver and platinum could "outshine" gold.
Fraud: it's official. At least that's the report. Minnesota AG Keith Ellison met with Somali fraudsters under FBI Investigation to obtain campaign donations in exchange for "getting the money flowing" back to the Somali group. I'm sure there's more to the story. No one would be that crazy!
Next: Cuba. But it might have to wait until we sort out Iran.
KLM - Dutch airline: cancels weekend flights to Tel Aviv, Dubai, Saudi Arabia.
BlackRock: CIO likely to be next Fed Chair. Trump likes winners.
Apple-India: best year ever for iPhone in India.
US consumer sentiment: significant improvement as reported by Liz Ann Sonders yesterday.
Hegseth:
- strikes conciliatory tone on China;
- will focus on Western Hemisphere and the Donroe Doctrine;
- will cut US footprint in Europe, South Korea, and Middle East.
DOD pivots: no longer views China as top priority.
Elon Musk: picked the worst weekend of the year to initiate Tesla Robotaxi drives in Austin, Texas, with no safety monitor in the car. If that doesn't get your attention, nothing will.
Ka-ching, not Chiang Kai-shek: China has cleared Alibaba, Tencent, and ByteDance to begin preparing purchase requests for Nvidia's top chips.
Nvidia: will likely ship Vera Rubin earlier than expected -- sometime later this year.
HEB: trending on x in Texas.
Girl Scout cookies: $6 is best I can do; mostly $7. Skip the cookies; better just to donate $5 to the Girl Scouts every time you visit HEB.
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Suggested AI Prompts
Oracle: what does it mean for Oracle now that they're going to run TikTok?
Iran: has that carrier reached the Mideast yet?
