Friday, March 10, 2023

The Stories -- March 10, 2023 -- In Progress

High on my list for today:

  • Whatever happened to Erin Burnett? The cable ratings.
  • Chips: updating the semiconductors.
  • JPow's two big problems.  a run on banks and the implosion of cryptocurrency.
  • JPow's third big problem.
  • AAPL and what it will buy next?
  • Lego.
  • EVs.
  • LNG
  • Copper.

Comments on the above.

  • Huge fail. Erin's move to obscurity.
  • Wiki has new numbers for chips. 
  • CNBC starting to sound frantic. Government talking heads are telling us to stay calm. Never a good combination.
  • Credibility.
  • No one knows.
  • Folks have a lot of money to spend on plastic bricks.
  • More and more it looks like 2023 is the "make or break year" for EV manufacturers. Rivian may be the biggest surprise.
  • The 21st century: America's century. 
  • The numbers are simply surprising.

******************************
Backstory

Erin's move to obscurity.

Chips.

Classic run on a bank. Don't think otherwise.

  • banks
  • cryptocurrency
  • credibility

Apple.

Lego.

EVs. Make or break.

Germany LNG.

Copper.

No comments:

Post a Comment