Locator: 50668ARCHIVES.
Ticker: Samsung -- when Buffett was buying all those Japanese companies, why wasn't he buying Samsung? Obviously he and Munger not reading the "right" books.
Samsung: link here -- 48-fold jump in profit.
Jay Powell: legacy lost. Link here. As irrelevant as ever.
Amazon: discussing a re-boot of The Apprentice with Donald Trump as the host.
PSX:
demand destruction? We haven't seen (much) demand destruction; maybe
1%. That's not demand destruction; that business activity.
NASDAQ 100 QQQ: at all-time highs after hours.
$25 billion spent in Iran? How to make up some of that cash? Reduce troop presence in Germany. Could probably pull out most of the US Army; leave air bases. Trump considering.
The dots are starting to connect. Trump just got off the phone with Putin discussing ceasefire. Quid pro quo.
Storage: again. Amazon says storage cost is exploding. Wanna see how bad it is. Go down to Walmart or visit Amazon on line and see how much it costs for 1 terabyte of memory. This is not rocket science. As an investor you have three choice: Micron, Samsung, and SK hynix.