Keeping The Links -- January 17, 2023

South Texas: Mexico -- a global role for LNG?

Texas, more:

• Universal Parks and Resorts -- Frisco, TX;
• North Dakota:
• federal grant money; good for them;

Forecast: really cold -- global warming --

• polar cyclone -- Heinrich Leopold -- end of January / early February;
• Heinrich Leopold -- more;
• polar ice caps; going away; 
• China: coal;
  
• Peter Zeihan: enjoy the weather now;
  

777:

• vertical t/o

Twitter:

• Brian Gitt: I now follow;

Peter Zeihan:

• Germany's strategic defense policy;
• time to move on;
• get over the guilt;
• seventy years of self-loathing;

Investing, earnings:

• GS: huge miss;
• RMDs: Roth; other thoughts;
• QCOM: a rare technology play;
• cars: end of shortages?
• Daytona: Ford CEO to race;
• beat; surprise;
• San Francisco:
• commercial real estate, rental;
• SCHD;
  

Biden:

• singing: