Tuesday, September 16, 2025

Holy Mackerel! SCCO -- September 16, 2025

Locator: 49124MUSIC.

About two years ago I pivoted from energy and a hodge podge portfolio to a portfolio focused on the fourth (or as I call it, the sixth) industrial revolution. 

As part of that pivot, I now try to limit new money to a portfolio of only twenty (20) ticker symbols. This is not original. I got the idea from a lot of other investors. 

Whatever.

One of the twenty ticker symbols to which I have aggressively added new money: SCCO.

I haven't looked at SCCO in a long, long time. But, tonight, during the midnight hours, I recalled that I was building a huge position in SCCO so I thought maybe I should check in.

Holy mackerel!

A cover.

Where Is Lana Del Rey Or Charlie Crockett? September 16, 2025

Locator: 49123MUSIC.

I was on the road for 40 hours last week, driving from north Texas to Rapid City, SD, and back, to attend a small family reunion.  

It was a beautiful drive. On the way up, I stayed overnight in either York or Grand Island, Nebraska -- I forget but I think it was Grand Island. 

On the return trip I drove straight through. 

I listened to the radio the entire time, and not once did I hear Lana Del Rey or Charlie Crockett. 

Link here.


Born to die
.

Everybody Knows -- September 16, 2025

Locator: 49122MUSIC.

Link here.

U.S. President Donald Trump on Monday said he would file a $15 billion lawsuit against The New York Times, alleging defamation and libel, and calling the newspaper a “mouthpiece” for the Democratic party.

Everybody knows.

Blogging Non-Stop All Day -- Time For A Music Interlude -- September 16, 2025

Locator: 49121MUSIC.

Link here.


This week will be a great week for investors. It's a win-win-win week.

No matter what the Fed does, it's going to be great for investors. The market appears to have a 50-basis-point cut baked in.

  • if the cut come in less than 50 basis points, the market will be a buying opportunity;
  • if the cut comes in at 50 basis points, the market surges.

Amazon's Kuiper Initiative Update -- September 15, 2025

Locator: 49120AMAZON.

Link here.

Amazon's Kuiper followed here.