Keeping The Links -- January 15, 2023

 

Stories I may come back to later:

• Covid:
• one;
• two;
• it's not the Fed
• eggs;
• lettuce;
• NFL playoff schedule;
• one;
• two;
• inflation, transitory;
• natural gas "natural disasters;
• healthcare: a billion-dollar play for Nvidia;
• unemployment rate lowest in 50 years;
• SPR: still plenty to be released;
• Texas refinery;
• Abbott;
• XOM;
• light oil;
• local;
• Rory Johnston;
• more;
• auto sales:
• GM;
• Ford;
• Tesla: goodbye margins;
• cutting prices;
• GM EVs;
• Peter Zeihan:
• German defense minister;
• light oil;
• budget;
• Trudeau: lectures South Korea;
• Siberia: record cold;
• oil demand;
• EVs: heavy;
• TSM:
• one;
• Germany: coal;
• Lego tower;