Saturday, January 24, 2026

From 2017 -- MSP -- January 24, 2026

Locator: 49824CHILDCARECENTERS.  

Link here

North Texas -- DFW Metroplex -- Last 24 Hours -- The Seven Stages Of Mother Nature

Locator: 49823WEATHER.  

We now have a light dusting of snow in our apartment complex parking lot -- 7:39 a.m. Saturday, January 24, 2026.

Earlier this week, a balmy 60+ degrees, dry, clear and calm.

Yesterday, a high of 53 in the early morning hours only to see temperature drop quickly through the rest of the day.

Sometime late afternoon it began to rain, fairly hard, and steady.

Early this morning, about 4:00 a.m. starting hearing -- very faintly -- ice pellets on windows, but not the sleet I'm used to.

Definite icy rain then.

But now, 7:39 a.m. there's a light dusting of snow.

So, now we have ice -- black ice -- on highways, interstates here in the metroplex area covered by slight dusting of snow. That is the worst possible combination one can have. 

Local weather station calling it sleet. 

This is the first batch of precipitation. Second batch later today. 

At the moment, it looks like ice on power lines not going to be a major issue. ERCOT will do fine; only risk of power outages would be due to downed power lines due to ice on lines. That will occur but it will be spotty and likely to be a bit south and east of our immediate location. 

National look: Fox News is reporting Arkansas and Missouri getting the most snow right now. If you like snow, head for Kentucky and Tennessee. 

Look up "cognitive dissonance" in your Encylopedia Brittanica and you will likely see a photo of RFK, Jr.

Schwab's Meteor Is Rising -- January 24, 2026

Locator: 49822SCHWAB.  

Disclaimer: I do not own any Schwab shares directly (I assume various ETFs / mutual funds / IRAs in which I invest have positions in Schwab). But Schwab has been my sole broker for years now. During the dot-com era I also had accounts with E*Trade and Ameritrade. A lot of water has flowed under those bridges.

For my granddaughters -- for their personal finance course set up by their dad -- I did a lot of research -- for me it came down to SoFi, Robinhood, and/or Schwab. All three are Stanford-university related. 

Most important:

  • commission-free brokerage  
  • deal with as few financial companies as possible;
  • ideal if brick-and-mortar opportunities exist where one can meet with representative face-to-face;
  • a really, really good GUI / website experience;
  • must have banking / check-writing app embedded at brokerage website.

AI prompt: top ten brokerage firms for Gen Z and Gen Alpha.

Google Gemini:  

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Barron's 

Link here



Hydrogen In Iowa -- Janauary 24, 2026

Locator: 49821CONVOY.  

AI prompt: There are reports that they're drilling / exploring for hydrogen in Iowa. How do geologists identify likely geologic structures that might have economically-viable hydrogen stores?

Google Gemini:  


Biggest indicator, however (the USGS does it the old-fashioned way) -- surface observation:

  • Harold Hamm's jet was just seen on FlightRadar24 having landed in Ames, Iowa; and, 
  • a convoy of flatbeds carrying oil rigs were seen on I-94 heading / headed east.

We got ourselves a convoy.

Link here

Go Your Own Way -- January 24, 2026

Locator: 49820DEFENSE.  

Link here: go your own way. From one of the best albums ever.

 

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. 

Great Day For Jogging / Biking In North Texas Today -- January 24, 2026

Locator: 49819AIRQUALITY.  

Link here: a great day for jogging or biking in north Texas today.


 

AI Data Centers In New England -- An Update -- January 24, 2026

Locator: 49818AI. 

AI prompt: have any new data centers come online in New England in past twelve months?

Google Gemini:


And yet, the politicos, agitators, influencers are blaming high costs of electricity in New England on new AI data centers.

ISO-New England -- January 24, 2026

Locator: 49817ISONE. 

ISO-NE: link here

$300 in the middle of the night. 10x what it would cost if they would have stuck with natural gas from Pennsylvania. 

All that natural gas in Pennsylvania and tree huggers in Vermont are using oil? Exactly what were they thinking?

No way to run a railroad, as they say.

Saturday Morning -- Dallas, Texas -- We're All Doing Just Fine, Thank You -- January 24, 2026

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 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?