Locator: 48430RETAIL.
Speaks volumes.
Walmart:
Compare with Apple, link here:
Thursday, August 15, 2024
Walmart -- Margins -- Vs Apple -- Margins -- August 15, 2024
US Hitting On All Cylinders -- Shale Oil Production Hitting New Records Due To Technology -- August 15, 2024
Locator: 48429B.
Wow, I love this country.
For the past ten years, it's been a recurrent theme on the blog, "rig counts don't matter (don't take that out of context)."
Bismarck Tribune headline -- North Dakota oil production falls month-over-month (May/June - 2024). OMG! Quick, how big was the delta month-over-month?
Wind -- August 15, 2024
Locator: 48427WIND.
".... Orsted had to cancel two major projects in the US last year after delays and supply chain issues added unmanageable costs. The latest trouble shows developers still can't predict all the costs in this generation of major projects."
- key words / phrases:
- unmanageable costs
- supply chain issues (still? how long will they use this excuse)
- still can't predict all the costs
- this generation? of major projects -- what generation is this?
Google AI Making Huge Investment In Dallas Area -- August 15, 2024
Locator: 48426AI.
With regard to AI:
- some feel it is hyped;
- others say it is not hyped.
I'm in camp B.
Big on the nightly news tonight:
Ticker:
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