Friday, July 07, 2023

Notes Today: 

  • A Canadian judge has ruled that the “thumbs-up” 👍emoji is just as valid as a signature. 
  • On Monday came Earth’s hottest day in at least 125,000 years. Tuesday was hotter.
  • Twitter’s latest estimated value crash:  $44B to $44M. Elon Musk, what a genius.

  • BBC will not broadcast Attenborough episode over fear of ‘rightwing backlash’. Groveling before the planet wreckers.

 

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.

Wednesday, July 05, 2023

 

Notes Today: 

  • Latest fed meeting:  it’s fair to say the key takeaway is that more hikes are coming...
  • The Twitter dudes model of how to run a business seems to be - just very quietly reverse lousy decisions and don’t say a word. Perhaps he is physically unable to admit to his endless missteps.

  • Toyota says it has made a technological breakthrough that will allow it to halve the weight, size and cost of batteries, in what could herald a major advance for electric vehicles.
  • Japanese firm believes it could make a solid-state battery with a range of 745 miles that charges in 10 minutes.
  • FT: Will Toyota’s solid-state battery win bring back the magic?



Tuesday, July 04, 2023


Hottest day ever recorded on Planet Earth. 
Who cares. Nobody.

Monday, July 03, 2023


Notes today

  • LONDON, July 3 (Reuters) - U.S. property catastrophe reinsurance rates rose by as much as 50% at a key July 1 renewal date, broker Gallagher Re said in a report on Monday, with states such as California and Florida increasingly hit by wildfires and hurricanes.
  • The twitter dude faces lawsuit over alleged non-payment for office services in four countries. Is he a grad from trump university?

  • TweetDeck etc. is fallingappart. When contacted for comment, twitter responded with an automated 💩poop emoji, as it has done since the genius took over  and gutted everything.

  • Economist: Weeks of roasting temperatures in Beijing and elsewhere in northern China have raised the threat of drought and shortages of hydropower. That would add to the problems of China’s economy, which is far from sizzling.

  • World hits record land, sea temperatures as climate change fuels 2023 extremes.
     

  •  Unhinged from judicial standards, the court now roves through the policy landscape, overturning decades of law and reordering Americans’ lives and institutions. It upends women’s health, revamps college admissions, snatches student aid from millions and redefines public...  Laurence Tribe @tribelaw 

 Today's Quote: 

“A body of men holding themselves accountable to nobody ought not to be trusted by anybody.”

― Thomas Paine

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.


 


Quick Overview is up to date

Sunday, July 02, 2023

 Soybeans & Corn: Corn Soy ratio  


Corn


Soy


  • No room for error. If bean yield drops 2%, ending stocks come in at 55 m , and stock to usage ratio drops to 1.3



Saturday, July 01, 2023

 


This will sell many  teslas - true genius. Thank you, Elon Musk.


I wouldn’t get in a tesla as a hostage!

Friday, June 30, 2023

Notes Today:

  • Loss Aversion is the fact that people dislike losses far more than they enjoy gains. So, the supreme courts approval rating will most likely continue to a new all-time low!

    • Beans soar higher on bullish Stocks/Acres numbers. Need to ration deman!
  •  

  • Prices of services, Powell’s favored inflation gauge hits 10-month low. Excluding energy services and housing costs rose 0.23% in May.
  • S&P new high on the move.

  • Latest supreme court: reminder, 3 were appointed by a president who lost the popular vote and benefited from a stolen seat.

  • For a 6-3 majority, Gorsuch holds First Amendment protects website designer who wants to be able to refuse to design sites for same-sex marriages.
  • It’s ok to blatantly discriminate against gay people (and anyone else) if God told you to.
  • Supreme Court kills President Biden’s student loan forgiveness program.
  • The extreme majority has blocked about $430 billion in debt relief for roughly 40 million Americans..So, some 40 million Americans are now at least $10,000 poorer.
  • Roberts says it is "disturbing" that recent decisions that accuse the court of going beyond its proper role are "disturbing."


  • Guns have all the rights.


  • 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.

Thursday, June 29, 2023


Notes Today:

  • Key document may be fake in LGBTQ+ rights case before US supreme court. and it’s false,” he added. “Nobody’s checked it. Anybody can pick up the phone, write an email, send a text, to verify whether that was correct information.”
  • World Organization for Animal Health releases statement on H5N1 bird flu in cats. 16 cases so far. "A direct role from infected wild birds is unlikely as a common source" and no indication of cat-to-cat transmission. Suspected cases should be isolated and handled with PPE.
  • Confirmed H5N1 bird flu cases in cats so far this year: - Poland: 16 (all this month) - USA: 6 - France: 1 

  • Russians fall out of a lot of windows: Kristina Baikova, 28, VP at Russian Bank, Loko-Bank, fell to her death from an 11th floor window of her Moscow apartment in the early hours of Friday morning. 

  • Bill Browde @Billbrowder
  • Genius idea. New US legislative proposal to pay bounties to individuals who help the US government freeze and seize assets of sanctions evaders. Since oligarchs have invested so much in hiding their money, we need to create a profit motive in finding it.

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.


Media: why would anyone be interested

in this?

 


Wednesday, June 28, 2023


Notes Today:
 



  • Fed Chair Powell said he can see core inflation getting back down to 2% in 2025, but not earlier than that.
  • Is rent disinflation forthcoming?

 

  •  Summer in winter in South America: Today it was the 4th consecutive day 32C + in Northern Argentina and 34C + (93F) in Paraguay with temperatures at record levels.
  • More summer in winter in this Australia: Queensland keeps beating records.
  • Texas heatwave blamed for 13 deaths as scorching temperatures and smoke spread across US – as it happened
  • Record heat in Siberia continues where hundreds of records have been falling nearly every day for 2 months.
  • A cloud of smoke that was triggered by the forest fires in Canada has arrived in Europe -darkening the sky in Portugal.

George Monbiot
  • Privatised utilities would do a better job, they said.
  • They would invest more
  • Improve services
  • Cut bills
Lies
Lies
Lies 
Lies
  • The privatisation of public services is legalised theft from the public domain.
  • Refugee arrested during Istanbul (Turkey) LGBT pride march faces deportation and potential death penalty in Iran.
  • Value of Turkish Lira - new low!


  • AI Mentions


  • 7 more cats in Poland have died of H5N1 bird flu, raising the total to 16. It's still unknown how they're getting infected..

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.


 S&P 500 stocks at 52 week high

Instrument Name

Close

Highest

Symbol

A O Smith Ord Shs

72.27

71

AOS

American Airlines Group Ord Shs

17.35

17.08

AAL.O

AmerisourceBergen Ord Shs

188.78

187.87

ABC

AMETEK Ord Shs

159.58

157.38

AME

Amphenol Ord Shs Class A

82.24

82.15

APH

Apple Ord Shs

188.06

187

AAPL.O

Applied Material Ord Shs

146.55

141.79

AMAT.O

Cardinal Health Ord Shs

93.09

92.52

CAH

Carrier Global Ord Shs

49.49

48.63

CARR.K

Church And Dwight Ord Shs

98.78

97.66

CHD

D R Horton Ord Shs

123.05

120.4

DHI

Delta Air Lines Ord Shs

46.09

43.14

DAL

Eaton Ord Shs

197.65

196.89

ETN

Eli Lilly Ord Shs

464.5

458.84

LLY

Fastenal Ord Shs

58.46

57.64

FAST.O

Fedex Ord Shs

246.76

240.09

FDX

FleetCor Technologies Ord Shs

245.67

244.45

FLT

Fortinet Ord Shs

73.66

73.59

FTNT.O

Fortive Ord Shs

73.06

72.03

FTV

HCA Healthcare Ord Shs

297.6

295.4

HCA

Howmet Aerospace Ord Shs

48.1

47.16

HWM

Intuitive Surgical Ord Shs

330.02

329.36

ISRG.O

Lam Research Ord Shs

649.16

630.03

LRCX.O

Lennar A Ord Shs

126.06

122.3

LEN

Lowe's Companies Ord Shs

223.56

221.56

LOW

Martin Marietta Materials Ord Shs

452.09

442.78

MLM

Masco Ord Shs

57

56.69

MAS

Microchip Technology Ord Shs

86.78

86.64

MCHP.O

Norwegian Cruise Line Holdings Ord Shs

19.59

19.54

NCLH.K

NVR Ord Shs

6330.2002

6160.21

NVR

NXP Semiconductors Ord Shs

200.32

197.85

NXPI.O

Omnicom Group Ord Shs

96.75

96.14

OMC

PACCAR Ord Shs

80.36

79.48

PCAR.O

Parker-Hannifin Ord Shs

380.19

375.47

PH

Pentair Ord Shs

62.7

61.04

PNR

PPG Industries Ord Shs

144.43

143.08

PPG

Pultegroup Ord Shs

78.67

76.27

PHM

Quanta Services Ord Shs

194.66

190.94

PWR

Republic Services Ord Shs

150.19

148.19

RSG

Rockwell Automation Ord Shs

322.66

320.75

ROK

Roper Technologies Ord Shs

470.87

462.02

ROP

Royal Caribbean Group Ord Shs

101.43

97.92

RCL

Snap On Ord Shs

283.18

277.79

SNA

Take Two Interactive Software Ord Shs

146.34

143.51

TTWO.O

TJX Ord Shs

82.8

82.72

TJX

TransDigm Group Ord Shs

873.74

855.34

TDG

United Airlines Holdings Ord Shs

56.03

54.26

UAL.O

Universal Health Services Ord Shs Class B

156.37

152.67

UHS

Vulcan Materials Ord Shs

220.42

214.77

VMC

WW Grainger Ord Shs

770.5

748.09

GWW

Zimmer Biomet Holdings Ord Shs

144.81

144.58

ZBH