Locator: 45243BOOKS.
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The Book Club
Stalking Nabokov, Brian Boyd, c. 2011.
Saturday, July 29, 2023
This Is Not An Investment Site -- July 29, 2023 -- IN PROGRESS
Locator: 45242INV.
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.
The links to track down today:
- Nvidia: IBD update, July 28, 2023. Link here.
- Meta headset, losing tons of money, July 28, 2023. Link here.
- INTC (Intel), Nvidia, AMD, Motley Fool, July 28, 2023. Link here. Or go direct to YouTube.
- Only the headline, CNBC Club, July 28, 2023. Link here.
- TSMC 2Q23 earnings, SemiWiki, July 20, 2023. Link here.
- Elon Musk's top twelve comments on TSMC's 2Q23 earnings.
- Wikipedia's moment of truth, TS2, July 19, 2023. Link here.
- AI is tearing Wikipedia apart, Vice, May 2, 2023. Link here.
- The Atlantic on AI cannibalization, January 18, 2023. Link here. *****
- Morgan Stanley: Nvidia, Benzinga, June 16, 2023. Link here.
- Self-cannibalization, saifr, March 27, 2023. Link here. ******
- Intel will suffer from "AI Cannibalization" as chip spending shifts to Nvidia, Barron's, July 28, 2023, Link here. *********
- Apple and AI, InfoWorld, Jun 19, 2023. Link here.
- Has Apple transcended AI?
Will come back to this page later.
Friday, July 28, 2023
Week 30: July 23, 2023 -- July 29, 2023
Locator: 45241TOP.
Top story:
- the Fed raises rates as expected, 25 basis points; many expect this to be last rate hike in this cycle
- inflation has never fallen so fast; Fed can't explain it
- the DOW: thirteen-day rally stopped for one day, then huge gain across the board on Friday
- Bidenomics: a "Goldilocks" economy?
- soft landing; no recession;
Top international non-energy story:
- Russian-Ukraine war continues but it seems "no one" knows.
- Prigozhin -- in Belarus; Ukraine now has a new worry, from the north
- 1917-style stalemate?
Top international energy story:
- Saudi Arabia will extend production cut into August
Top national non-energy story:
- US Senate minority leader suffers stroke on national television (?)
- Ford now losing billions on EVs; "embraces" hybrids.
Top national energy story:
- SCOTUS: Mountain Valley Pipeline -- okay to drill
- WTI finally closes above $80 -- but it doesn't feel "satisfying"
- record heat, nationally, continues
- Texas grid holds: easily.
Top North Dakota non-energy story:
Top North Dakota energy story:
Geoff Simon's top North Dakota energy stories:
Bakken economy:
Commentary:
Is The House Of Cards Starting To Fall? Is Toyota Right? July 28, 2023
Locator: 45240EVS.
This tells me folks aren't buying EVs and they're not buying them because of the "range issue."
From earlier:
Unmitigated disaster (and it's only going to get worse) when the emperor realizes he has no clothes. One day after spectacular earnings:
From last night on the blog:
**************
EVS
I
want to make sure I’m clear on this. I write a lot about EVs and I’m
investing in Daimler Trucking which is very much an EV investment, just
as folks who invest in, let’s say, GM, are also investing in EVs.
However, I am 100% sure “this” is not going to end well.
“This”: EVs.
I still think EVs are an unmitigated disaster on every level and it’s just a matter of time before it becomes obvious to all.
There
are so many aspects when I say “on every level” I may start a series on
why “this” is such an unmitigated disaster. But it seems to be such a
waste of time. Sort of like preaching to the choir.
Instead, I’ll probably re-post this periodically just to make sure folks know where I stand on this.
Good, finally got that posted.
I Think It's Time To Start My Series: "Unmitigated Disaster" -- July 28, 2023
Locator: 45239EVS.
Breaking now: cargo ship near the Netherlands with 3700 vehicles in transport on fire. This is the second such event of which I'm aware.
**************
EVS
I want to make sure I’m clear on this. I write a lot about EVs and I’m investing in Daimler Trucking which is very much an EV investment, just as folks who invest in, let’s say, GM, are also investing in EVs.
However, I am 100% sure “this” is not going to end well.
“This”: EVs.
I still think EVs are an unmitigated disaster on every level and it’s just a matter of time before it becomes obvious to all.
There are so many aspects when I say “on every level” I may start a series on why “this” is such an unmitigated disaster. But it seems to be such a waste of time. Sort of like preaching to the choir.
Instead, I’ll probably re-post this periodically just to make sure folks know where I stand on this.
Good, finally got that posted.
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