Sunday, September 11, 2022

Off The Net -- September 11, 2022

The Dallas Cowboys are not impressing me. Later: Dak Prescott "out" for several weeks due to "broken thumb" requiring surgery. Well, there goes someone's Fantasy Football season. And Aaron Rodgers isn't doing too great either. 

The Dallas Cowboys: the only NFL team to NOT score a touchdown in the opening week.

The Dallas Cowboys: the only NFC East team not to have won in the opening week. After first week:

Belichick vs Brady: I may have this wrong, but it seems I read any number of stories debating whether the credit goes to Belichick or Brady for the success of the New England Patriots. It appears to me that the credit goes to Brady. 

Vikings: perhaps the most entertaining / best Sunday game. Packers vs Vikings. The best part: a true regional rivalry. The fans must have loved it. Well, at least some of the fans.

NASCAR: Bubba Wallace won the NASCAR race today. Even NASCAR doesn't interest me much right now. 

Market: I'm too excited about the market. I'll be up early.

Good luck to all.

On another note: https://twitter.com/search?q=%22Walter%20Reed%22&src=trend_click&vertical=trends. Later: still no explanation at 2:15 a.m. Monday morning, September 12, 2022, and the mainstream media has not picked up the story. But I have to admit: getting off a flight in golf shoes after flying from Florida and landing in Washington, DC, with no comment from the FPOTUS is very, very strange. Did Merrick Garland make his move? The animosity between POTUS and FPOTUS is palpable. Nothing would surprise me any more.

2035: Every New Car Sold In California Will Be An EV -- September 11, 2022

Of course we know that's not going to happen.

Pause, deep breath.

Or do we?

Let's say only 90%, not 100% of all new cars. 

Still a bridge too far?

Okay, 75%.

A charging station too far?

Okay, 50%.

Pick a number, any number.

Right now, it's, what? Two percent?

SRE surged $5 in one day, last week, hitting a 52-week high, which I believe was also an all-time high.

And that was on no news. Or at least any news of which I was aware.

Apparently there are more than 40 public utilities in California. Most folks, I assume, know only two. 

These two are also the two largest utilities, #1 and #2, in America.

I'll let the reader connect all the dots.

Why aren't "we" accumulating as many shares of these two publicly traded utilities as we can afford between now and oh, let's say, 2035?

By the way, if California bans gasoline cars, a number of other states will, by state law / regulation / policy / politics also be forced to ban gasoline cars.

Imagine if California decreed that every laptop computer in 2035 must use MacOS. Just saying.

Energy Odds And Ends -- September 11, 2022

New Jersey, link here:

Vancouver, link here:

Soft landing.


India:

Sempra: Someone Likes It -- September 11, 2022

Link here.

  • Russia has completely stopped supplying natural gas to Europe, and Sempra stands to benefit.
  • This has major consequences for companies that depend on natural gas and consumers in Europe.
  • Sempra has already signed 3 contracts with European LNG customers to supply Europe with American LNG.
  • This should be a major catalyst for Sempra.

Link here.

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. Full disclaimer at tabbed link.

All my posts are done quickly: there will be content and typographical errors. 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
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In 2035, Sempra will be one of only a handful of utilities charging every new car sold in California. What's not to like? It's an open-book test.

Grandfather Bragging -- Nothing About The Bakken -- If You Hate To Listen To Parents/Grandparents Bragging, Skip This Post -- September 11, 2022

Earlier today I posted:

Is the NFL back? Our middle granddaughter who is academically at/near the top of her high school sophomore class; lives and breathes soccer; is an accomplished painter and sculptor; is her class treasurer; won recognition (and money award) in the New York Times photography contest two or three years ago; has been asked to "run" the high school robotics club in lieu of simply being a member of the club; and the list goes on. Today, I learned that she is playing Fantasy Football with her soccer friends, and is upset that she picked the wrong "Cook," but fortunately she "has him sitting on the bench and he's not hurting her line-up too much."

Moments ago my wife sent me this note:
 


Olivia is our granddaughter. 

"GHS" is Grapevine (Texas) High School. ASPIRE might be referred to as "talented and gifted" in other settings.