Sunday, December 31, 2023

Notes today:

 

  • Brexit has completely failed for UK, say clear majority of Britons – poll theguardian.com. 

  • Iran discovers one of the world's largest lithium deposits of more than 8.5 million tons. 

  • You are hard wired to avoid risk and that's why almost everyone underperforms. 

  • Chinese Carmaker Overtakes Tesla as World’s Most Popular EV Maker.  

  • Russia and Iran have agreed to avoid using the dollar in bilateral trade. They will use their own currencies moving forward. 

  • Maersk, (ROE % TTM 16.15) one of the largest shipping companies in the world, suspended all container ship sailings in the Southern Red Sea after  Iranian-backed Houthi militants attacked one of its vessels.

 


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. 😉

 

 

Friday, December 29, 2023


Financial distress: As measured by debt delinquency, the share of Americans experiencing financial distress has risen in 2023. With credit card debt, the distress has returned to a level seen during the Great Recession..



Wednesday, December 27, 2023

Monday, December 25, 2023

 

Notes today:

 

  • "Revenge spending" drives US credit card debt past $1 trillion. Americans have spent down their savings and racked up debt as the economy hums along, but experts are pondering whether consumers can keep going. Bloomberg 

  • “The first principle is that you must not fool yourself – and you are the easiest person to fool.” — Richard Feynman 

  • According to the World Gold Council, central banks have bought 800 tons in the first nine months of the year, up 14% YoY. 
  • OJ: This is what happens when agriculture land is replaced with urban sprawl. 


  • It’s not just Paris. Bedbugs are resurgent everywhere. Like bacteria, the insects are becoming resistant to the chemicals used to kill them.

 

  • 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. 😉

 

 

Friday, December 15, 2023


Costco
 sold a jaw-dropping $100 million worth of one-ounce gold bars in its latest quarter, the company's CFO Richard Galanti said in earnings call yesterday. Selling out “within a few hours”  ..

"For you last-minute shoppers out there," he added, "there's a Mickey Mantle autographed 1951 rookie card in nearly perfect condition, and it's on sale online for $250,000."




Tuesday, December 12, 2023

Brian Cox reads If I Must Die, by beloved Palestinian poet, teacher and martyr Refaat Alareer. Refaat was killed on December 7th by an Israeli airstrike. This was the last poem he published.



Sunday, December 10, 2023

“Before you embark on a journey of revenge, dig two graves”

Confucius

Thursday, October 26, 2023

Wednesday, October 25, 2023

Sunday, October 22, 2023

 


Quick Overview
is up to date


Poor Asian countries face an ageing crisis
In South and South-East Asia less than 40% of the elderly population gets a pension, according to the International Labour Organisation. In Cambodia and Pakistan, the share is less than 10%. And the pensions that are on offer are meagre. India’s national pension for the poor provides a measly Rs200 ($2.40) a month.

Saturday, October 21, 2023

 S&P 500 new 52 week highs 0, 

new lows 52 (below)

Instrument Name

Close

Symbol

3M Ord Shs

86.55

MMM

Alaska Air Group Ord Shs

32.02

ALK

Albemarle Ord Shs

138.68

ALB

Amcor Ord Shs

8.51

AMCR.K

American Airlines Group Ord Shs

11.08

AAL.O

American Water Works Ord Shs

115.8

AWK

Bio Rad Laboratories Ord Shs Class A

310.79

BIO

CBRE Group Ord Shs Class A

67.49

CBRE.K

Citigroup Ord Shs

39.68

C

Citizens Financial Group Ord Shs

23.76

CFG

Corning Ord Shs

27.17

GLW

Discover Financial Services Ord Shs

82.19

DFS

Dominion Energy Ord Shs

40.02

D

Eastman Chemical Ord Shs

71.29

EMN

Enphase Energy Ord Shs

98.89

ENPH.O

Estee Lauder Ord Shs Class A

137.3

EL

Eversource Energy Ord Shs

53.5

ES

Extra Space Storage REIT Ord Shs

109.59

EXR

Generac Holdings Ord Shs

88.38

GNRC.K

Genuine Parts Ord Shs

128.63

GPC

Healthpeak Properties Ord Shs

16.62

PEAK.K

Henry Schein Ord Shs

68.31

HSIC.O

Hormel Foods Ord Shs

31.42

HRL

IDEX Ord Shs

192.73

IEX

Illumina Ord Shs

119.64

ILMN.O

Incyte Ord Shs

55.13

INCY.O

Interpublic Group of Companies Ord Shs

27.69

IPG

Invesco Ord Shs

12.7

IVZ

Johnson Controls International Ord Shs

48.71

JCI

Keysight Technologies Ord Shs

122.82

KEYS.K

LKQ Ord Shs

48.52

LKQ.O

Moderna Ord Shs

80.4

MRNA.O

Northern Trust Ord Shs

64.28

NTRS.O

Organon Ord Shs

15.9

OGN

Paramount Global Ord Shs Class B

11.5

PARA.O

PayPal Holdings Ord Shs

53.39

PYPL.O

Pfizer Ord Shs

30.65

PFE

ProLogis REIT Ord Shs

102.43

PLD

Public Storage REIT Ord Shs

251.19

PSA

Regions Financial Ord Shs

14.44

RF

Solaredge Technologies Ord Shs

82.9

SEDG.O

Southwest Airlines Ord Shs

24.2

LUV

T Rowe Price Group Ord Shs

96.33

TROW.O

Texas Instrument Ord Shs

147.81

TXN.O

Thermo Fisher Scientific Ord Shs

464.36

TMO

Tractor Supply Ord Shs

195.27

TSCO.O

Tyson Foods Ord Shs Class A

46.29

TSN

UDR REIT Ord Shs

34.7

UDR

Ulta Beauty Ord Shs

371.85

ULTA.O

United Airlines Holdings Ord Shs

35.09

UAL.O

Vici Pptys Ord Shs

27.51

VICI.K

Zebra Technologies Ord Shs Class A

204.55

ZBRA.O

 


Notes today:

 

  • We breathe in about 16 bits of microplastic every hour, the equivalent of a credit card each week, according to a recent study published in the journal Physics of Fluids. 

  • Less than one in ten of British voters believe that Brexit has gone well. 

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, October 03, 2023


Notes today:

 

  • The first time in US history that House speaker is removed from office. 

  • Delta is the latest carrier and fourth major US airline to disclose the use of fake parts. 

  • GM’s sales rose 21% in the third quarter to 674,336 vehicles, pushing up its total deliveries this year by 19%. The Detroit automaker’s biggest, most profitable models sold briskly, with deliveries of its GMC Sierra pickup rising 46% and Chevrolet Silverado up 22%. The Chevy Traverse and Buick Enclave SUVs posted gains of 27% and 33%, respectively. 

 

  • 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, October 01, 2023

 


Quick Overview
is up to date

Notes today:

  • Gen Z’s dept spending..“The shocking thing for me as a counselor is they don’t know what an A.P.R., or annual percentage rate, is. They don’t know how to budget. They don’t know how to track their expenses,” she said. “Some of them don’t even know what a credit report is or what that means.” 

  • The last 4 times the 10Y Minus 3M Treasury Yield Curve inverted..

  

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  by University of Oregon psychology professors Edward Awh and Edward Vogel. So, to help, we limit notes 😏

Saturday, September 30, 2023

Notes today:

  • US 12 hours away from shutdown. If  Congress doesn’t reach an agreement by midnight Saturday, lines will be longer at airports, and national parks including Joshua Tree will close..
  • While current financial conditions  - the tightest this year.

 


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, September 28, 2023

Notes today:

  • The euro zone’s annual inflation rate fell to 4.3% in September, down from 5.2% in August and its lowest rate in almost two years. 
  • With two days left before a likely US government shutdown, White House staff are getting guidance about how they will be affected by a government shutdown.
  • Trump’s civil-fraud trial will probably begin next Monday, after an appeals court in New York rejected his lawsuit.
  • The 1.4bn, users of the Windows operating system are about  to get a dose of cutting-edge AI. MSFT (trailing 12 month) ROE = 38.82 ROA= 18.63

 


 

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.