Personal Note -- May 29, 2023

Locator: 44787COVID.  

Without going into details, an immediate family member became symptomatic overnight and tested positive for Covid-19. 

Not Sophia. Or my wife. Or me.

Fully vaccinated: says either four or five vaccinations -- and based on dates, probably had all five that were available. Even though might not have met the age criteria for the fifth dose.

The family member is well below the age of 65 and well above the age of 16.

Quite symptomatic including "central nervous system" symptoms, but not yet hospitalized.

Confirmed -- laboratory-proven -- positive. Next question: Paxlovid?

Family member just got the diagnosis in the last fifteen minutes. 

For the record: both my wife and I have had the primary (two injections) with three "boosters" = five altogether. For me:

• first: 5/29/2021
• most recent: 10/7/22

My wife plans to get her next booster "soon." I will wait until the "annual" comes out later this year which will probably "have" a single strain, the X.BB.1.16 (link here). Medicare covers the vaccine if one meets the criteria.

Tesla Statistics -- May 29, 2023

Locator: 44786EVS.  
Locator: 44786TSLA.  

Link here.

Best-selling car in the world in 2023? The Model Y.

Whatever happened to the Model E (as in Model S, Model E, Model X, Model Y)?

Link here.

A reader got me started on this, thank you very much. My not-ready-for-prime-time reply:

I have never invested in Tesla but, now, looking at the statistics, one wonders if it might be something for the portfolio when looking 30 years out.

It's P/E ratio is down to less than 60.

Small rivals will die with high interest rates.

Ford and Tesla seem to be partnering.

That supercharger deal was huge for both F and TSLA.

My hunch: the TSLA supercharger becomes the standard across the US. Maybe the world.

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 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. 

Again, all my posts are done quickly. There will be typographical and content errors in all my posts. If any of my posts are important to you, go to the source.

Deserves A Stand-Alone Post -- May 20, 2023

Locator: 44785COAL. 

This article interested me. Not. At. All. 

Anyone "surprised" by this story is a nominee for the annual Geico Rock Award.

Dog-bites-man story.

But one data point jumped out at me. Truly amazing.

I don't care about the data point from an emissions point of view.

I don't care about the data point from a political point of view.

I don't care about the data point from an investment point of view.

I only "care about" the data point as a data point that reflects the energy demand of China and what that means going forward.

And then we have India.

 The data point -- okay, there were three data points, I guess, that caught my attention:

Deserves A Stand-Alone Post -- May 20, 2023

Locator: 44784NATGAS. 

From a reader this morning, thank you very, very, very much.

Link to MSN.

My not-ready-for-prime-time reply:

Wow, if that holds up, that's huge (my advice: the developer needs to have equipment in place today, and start laying pipe the minute President Biden signs the bill).

Here's what a lot of folks forget. This debt ceiling deal will probably be a thousand pages thick and that's before we get to all the "spin-offs."

The press can only hit the high points and the press generally only hits the top-line, headline, contentious issues because they have only so much time and "space" to get the story out (and they all have an agenda).

But hidden in those thousand of pages there has to be a lot of goodies to get US congress-people to support it. Imagine what McCarthy got for some of his more recalcitrant GOP MAGA politicos. If they want to go on record to vote against the bill to put social security recipients at risk, let them go for it. [Biden continues to impress me. Don't take that out of context; one needs to know from where "we" started this journey. Seriously: would you rather have Joe and Jill or Harry and Meghan or Barack and Michelle or The Donald and Melania in the White House? For me, the choice is easy and obvious.] 

The "401(k)" is a great example of big, big "things" hidden in massive bills.

I bet a lot of politicos wish the debt ceiling issue would come up more often. LOL. 

Deserves A Stand-Alone Post -- May 20, 2023

Locator: 44783GEO.

Wow, how I love the US and the military. 

I'm not sure there's a better book on "the US and the military in combat" than Norman Mailer's The Naked and the Dead. More on that later, perhaps. When I saw the "story" below, I immediately thought of Maj General Cummings and the invasion of Anopopei, south Pacific, early days of WWII.

From a reader, this morning, thank you very much, link here.

I'm getting a bit tired of Matt Gaetz, et al.

From the ZeroHedge article:

The map: