Monday, March 30, 2026

Later This Morning, A Picture Will Be Worth A 1,000 Words, But Right Now --- March 30, 2026

Locator: 50366WTI.

"They" say the market it is in correction territory, down 10%. If your portfolio is poorly diversified, you are probably up 10% (or more). 

Ticker: CVX --

Later today -- 

Six months -- 

***********************
The Book Page

Joyce Carol Oates vs Joan Didion. 

JCO: born 1938.

JD: born 1934. 

John Gregory Dunne: born 1932.

More later. It's too early in the morning to writer on this now.

****************************
The Book Page

Ten years from now, it is likely the best-seller in non-fiction will be a history of the US-Iran war called An American Tragedy. It will begin with the loss of Susie Wiles' ability to keep the president in check. 

**************************
LNG (Cheniere)

Might LNG open above $300? LNG was trading for $190 on December 19, 2025 -- just a couple of months ago. That's a 58% gain in three months. Okay. With all the reading Charlie Munger was supposed to have done, one wonders.