Sunday, February 18, 2024


Notes today:

Berkshire Hathaway Inc Class A

 $535           in 1982

$610,086     in 2024

 


  • $1 in 1982 has the same purchasing power as $3.12 in 2024. Over the 42 years this is a change of $2.12. The average inflation rate of the dollar between 1982 and 2024 was 0.15% per year.
  • Berkshire  Shareholder Letters

Problem with these notes: some tend to run up against a deeply rooted feature of human cognition - the desire not to think about anything unpleasant…Sorry about that.

Btw, humans can only think about 4 things at once – according to the research team led by University of Oregon psychology professors Edward Awh and Edward Vogel. So, to help, we limit notes. 😉

Sunday, February 11, 2024


Quick Overview
is up to date

Can AI Unlock the Secrets of the Ancient World?

Almost 2,000 years ago, a volcano preserved Herculaneum’s vast library of scrolls but left them unreadable. A volunteer army of nerds has been racing to decipher them.



Saturday, February 10, 2024


Notes today:

 

 

Problem with these notes: some tend to run up against a deeply rooted feature of human cognition - the desire not to think about anything unpleasant…Sorry about that.

Btw, humans can only think about 4 things at once – according to the research team led by University of Oregon psychology professors Edward Awh and Edward Vogel. So, to help, we limit notes. 😉


Wednesday, February 07, 2024

Notes today: 

 

  • Due largely to an unexpected surge in immigration, the U.S. economy will be about $7 trillion larger - & federal revenues about $1T bigger - the nonpartisan Congressional Budget Office said Wednesday.
  • Jeff Stein @JStein_WaPo
  • Chinese shares gained after authorities signaled a stronger resolve to stem a $7 trillion rout via a surprise move to replace the head of the country’s securities regulator.
  • Morgan Stanley says that India to become world’s 3rd largest economy in 5yrs surpassing Japan & Germany.

  • Bank of Japan Deputy Gov. Shinichi Uchida said Thursday that the bank is getting closer to sustainably achieving its 2% inflation goal and reviewing its ultraeasy monetary policy.


  • The US government on Thursday outlawed robocalls that use voices generated by artificial intelligence, a decision that sends a clear message that exploiting the technology to scam people and mislead voters won’t be tolerated.

Problem with these notes: some tend to run up against a deeply rooted feature of human cognition - the desire not to think about anything unpleasant…Sorry about that.

Btw, humans can only think about 4 things at once – according to the research team led by University of Oregon psychology professors Edward Awh and Edward Vogel. So, to help, we limit notes. 😉

Monday, January 29, 2024

Elon Musk said the first human patient has received a brain implant from Neuralink


Notes today:

  • Shrinking population. Record property downturn. Rising trade tensions. And now a $6 trillion stock market wipeout. The list of problems just keeps growing for Xi Jinping’s China. (Bloomberg)
  • China's Evergrande Group, the developer at the center of the country's property crisis, is heading for liquidation after a Hong Kong court ordered it to be wound up.

  • “All war is a symptom of man’s failure as a thinking animal.” John Steinbeck


Problem with these notes: some tend to run up against a deeply rooted feature of human cognition - the desire not to think about anything unpleasant…Sorry about that.

Btw, humans can only think about 4 things at once – according to the research team led by University of Oregon psychology professors Edward Awh and Edward Vogel. So, to help, we limit notes. 😉

Saturday, January 27, 2024

..the U.S. is a pretty lousy place to die. In an analysis of how well countries around the world deliver end-of-life care, the U.S. was ranked 43rd out of the 81 countries assessed, despite being one of the wealthiest nations. The U.K., whose hospices are generally not-for-profit, took first place.

DJ Trend Earnings (Fed Model) is up to date

  • No FEAR!




Notes today:

 

  • It's all about big tech next week with Meta, Amazon, Apple, Alphabet & Microsoft among those reporting. 


  • U.S. Total outstanding credit card balances – 2008 to now


  • North Carolina is cutting off coverage of anti-obesity medications for state employees, citing soaring costs and a lack of agreement on pricing from drugmakers.
  •  “Never think that war, no matter how necessary, nor how justified, is not a crime.” Ernest Hemingway

Problem with these notes: some tend to run up against a deeply rooted feature of human cognition - the desire not to think about anything unpleasant…Sorry about that.

Btw, humans can only think about 4 things at once – according to the research team led by University of Oregon psychology professors Edward Awh and Edward Vogel. So, to help, we limit notes. 😉

Saturday, January 20, 2024

Notes today: 

  • China Containerized Freight Index 



  • What percentage of the S&P 500 is magnificent 7 stocks?

  • Add up those components and these seven stocks deliver a full 28 percent of the S&P 500's performance. Meanwhile, the S&P 500's other 490-some stocks deliver the remaining 72 percent. As great as this weighting is, it's even more lopsided in the Nasdaq 100: Apple – 8.945 percent. Jan 12, 2024
    • Amazon.com (AMZN) $155.34 1.84 1.20% ...
    • Apple (AAPL) $191.56 2.93 1.55% ...
    • Alphabet Cl A (GOOGL) $146.38 2.90 2.02% ...
    • Meta Platforms (META) $383.45 7.32 1.95% ...
    • Microsoft (MSFT) $398.67 4.80 1.22% ...
    • NVIDIA (NVDA) $594.91 23.84 4.17% ...
    • Tesla (TSLA) $212.19 0.31 0.15%

    Jan 2, 2024

     

  • The cheapest EV sold in China by BYD costs around $12,000, compared with $39,000 for the cheapest Tesla in the U.S.

  • Toyota versus Tesla



  • A Senator from Florida is warning that the recent expansion of BRICS threatens the SWIFT payment system and America’s ability to arm the dollar. 

  • China's population fell in 2023 for the second time in two years.

 


  • You may not have heard about it given non-existing press coverage, over 400,000 people converged on DC last weekend to demand an end to the war in Gaza.
  • There’s a movement in New Hampshire for Democrats to write-in “Ceasefire” in the primaries on Tuesday. 

Problem with these notes: some tend to run up against a deeply rooted feature of human cognition - the desire not to think about anything unpleasant…Sorry about that.

Btw, humans can only think about 4 things at once – according to the research team led by University of Oregon psychology professors Edward Awh and Edward Vogel. So, to help, we limit notes. 😉

In the year of the soft landing, here’s your guide to the risks — from Houthis to hyperinflation — that should be keeping officials awake at night in 2024

Thursday, January 18, 2024

 

S&P 500 Stocks at 52 week highs:

Instrument Name

Close

Symbol

Alphabet Ord Shs Class A

143.48

GOOGL.O

Alphabet Ord Shs Class C

144.99

GOOG.O

Arista Networks Ord Shs

257.56

ANET.K

Boston Scientific Ord Shs

61.05

BSX

Cadence Design Systems Ord Shs

279.01

CDNS.O

Costco Wholesale Ord Shs

687.31

COST.O

Ecolab Ord Shs

200.46

ECL

Fastenal Ord Shs

67.93

FAST.O

Hartford Financial Services Group Ord Shs

82.99

HIG

Hilton Worldwide Holdings Ord Shs

185.71

HLT

Huntington Ingalls Industries Ord Shs

260.19

HII

Ingersoll Rand Ord Shs

78.18

IR

Intuitive Surgical Ord Shs

371.93

ISRG.O

Loews Ord Shs

71.49

L

Marriott International Ord Shs Class A

232.68

MAR.O

Martin Marietta Materials Ord Shs

503

MLM

Mastercard Ord Shs Class A

430.72

MA

McKesson Ord Shs

493

MCK

Meta Platforms Ord Shs Class A

376.13

META.O

Microsoft Ord Shs

393.87

MSFT.O

NVIDIA Ord Shs

571.07

NVDA.O

O Reilly Automotive Ord Shs

1015.53

ORLY.O

Parker-Hannifin Ord Shs

465.7

PH

Progressive Ord Shs

169.91

PGR

Republic Services Ord Shs

167.75

RSG

Salesforce Ord Shs

274.46

CRM

ServiceNow Ord Shs

745.96

NOW

Stryker Ord Shs

314.72

SYK

T Mobile US Ord Shs

164.89

TMUS.O

Trane Technologies Ord Shs

247.33

TT

TransDigm Group Ord Shs

1053

TDG

Travelers Companies Ord Shs

198.35

TRV

Visa Ord Shs Class A

268.14

V

Waste Management Ord Shs

183.51

WM

Western Digital Ord Shs

53.55

WDC.O

WR Berkley Ord Shs

74.38

WRB

WW Grainger Ord Shs

872.2

GWW

 


Notes today:

  • The growing cooperation between Russia and North Korea could "drastically" influence the type of security threats coming from North Korea, said Pranay Vaddi, the White House's senior director for arms control.
  • Container rates going up: many crew are now frightened at the prospect of transit.

  • The scale of climate change can be a bit mind-boggling at times.
  • For example, the Greenland ice sheet has lost over 6 trillion metric tons of ice since 1970 – or more than 700 tonnes lost per person for every person on the planet today:

 

from Zeke Hausfather @hausfath

Problem with these notes: some tend to run up against a deeply rooted feature of human cognition - the desire not to think about anything unpleasant…Sorry about that.

Btw, humans can only think about 4 things at once – according to the research team led by University of Oregon psychology professors Edward Awh and Edward Vogel. So, to help, we limit notes. 😉

 

 

Tuesday, January 16, 2024



Friday, January 12, 2024

Notes today:

  • Things we protect: Shipping.
  • Things we don't protect: Children in Gaza. 

Fr Paul

@revpaulwhite

 

 

Problem with these notes: some tend to run up against a deeply rooted feature of human cognition - the desire not to think about anything unpleasant…Sorry about that.

Btw, humans can only think about 4 things at once – according to the research team led by University of Oregon psychology professors Edward Awh and Edward Vogel. So, to help, we limit notes. 😉