Oracle -- July 12, 2026

Locator: 51150ORACLE.

For the archives -- Lindsey Graham: sudden death over the weekend. 

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Investing

Oracle: link here -- to see comments from folks following Oracle -- 

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Disclaimer

Briefly: 

I am inappropriately exuberant about the Bakken and I am often well out front of my headlights. I am often appropriately accused of hyperbole when it comes to the Bakken.

I am inappropriately exuberant about the US economy and the US market.

I am also inappropriately exuberant about all things Apple.

See disclaimer. This is not an investment site. 

Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. All my posts are done quickly: there will be content and typographical errors. If something appears wrong, it probably is. Feel free to fact check everything.

If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them. 

Reminder: I am inappropriately exuberant about the Bakken, US economy, and the US market.

I am also inappropriately exuberant about all things Apple. 

And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia. Nvidia is a metonym for AI and/or the sixth industrial revolution. 

I've now added Broadcom to the disclaimer. I am also inappropriately exuberant about all things Broadcom. Now, I've added Amazon. And QCOM.

Longer version here.  

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The Book Page

Atom: An Odyssey From The Big Bang To Life On Earth ... And Beyond, Lawrence M. Krauss, c. 2001 

Notes are kept at this blog, link here. 

EVs -- Update -- July 12, 2026

Locator: 51149EVS. 

You know it's a slow day when I blog about EVs.

Two links:

• ten best -selling EVs in the US so far in 2026, link here: 

247,226 EVs were sold in the US in Q2, up 14.7% from the first quarter.

while EV sales are still recovering after the $7,500 federal tax credit expired last September, the market is stabilizing as new models roll out.

 Why the drop in Cadillac Lyriq?

•  US is falling behind, link here.

Global EV sales topped 2 million in June, but the headline numbers hide a widening split between the world’s biggest markets. 

Europe is on a tear, thanks to government incentives, high gas prices, and a growing lineup of affordable EVs. 

North America, on the other hand, has continued to lose ground since the Trump administration ended the US federal EV tax credit last September. And in China, automakers are increasingly looking overseas as domestic demand cools.