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S3th

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S3th

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E. Bryant

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    Does anyone want to post a source for this article? I've never heard of this Annex company, and its website doesn't look like that of a real semiconductor manufacturer:

     

    S3th

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    Does anyone want to post a source for this article? I've never heard of this Annex company, and its website doesn't look like that of a real semiconductor manufacturer:


    haha maybe this is why :ROFLMAO:
     

    S3th

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    S&P 500 Buyback Index launched 10 years ago to measure performance of top 100 stocks with highest buyback ratios; it’s an example of a strategy that beat market over past 10 years, with total return of 14.3% annualized vs. S&P 500’s 13.0%

    High-ROIC growth adds the most amount of value to long-term shareholders.

    And when companies produce excess free cash flow, share buybacks add even more value, especially when it's done opportunistically when shares are cheap relative to LT trend earnings growth.

    1AD4C908-AEEA-4E23-9925-60028C1E284D.jpeg
     
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    S3th

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    JOBS REPORT
    Private employers added 127,000 jobs in November
    Job creation slowed by the most since January 2021, led by construction and other interest rate-sensitive
    sectors. Consumer-facing segments - including health care and hospitality - were bright spots.

    Change in U.S. Private Employment: 127,000
    Change by Industry Sector
     Goods-producing: -86,000
    o Natural resources/mining 16,000
    o Construction -2,000
    o Manufacturing -100,000
     Service-providing: 213,000
    o Trade/transportation/utilities 62,000
    o Information -25,000
    o Financial activities -34,000
    o Professional/business services -77,000
    o Education/health services 55,000
    o Leisure/hospitality 224,000
    o Other services 8,000


    Change by U.S. Regions
     Northeast: 158,000
    o New England -7,000
    o Middle Atlantic 165,000
     Midwest: -41,000
    o East North Central -34,000
    o West North Central -7,000
     South: -2,000
    o South Atlantic 8,000
    o East South Central 18,000
    o West South Central -28,000
     West: 12,000
    o Mountain -20,000
    o Pacific 32,000
    Change by Establishment Size
     Small establishments: -51,000
    o 1-19 employees 5,000
    o 20-49 employees -56,000
     Medium establishments: 246,000
    o 50-249 employees 283,000
    o 250-499 employees -37,000
     Large establishments: -68,000
    o 500+ employees -68,000
     

    Lightning8

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    I do not trust any of the "jobs", "employment", "unemployment" numbers. My son is in his early 30s and he has a traditional job plus a side business. Many of his age group friends have multiple small businesses they run out of house or truck. I know people who lost jobs and started driving for UBER, Door Dash, etc. and do not plan on going back to traditional "jobs". I suspect this is why the Democrats want to add a horde of IRS agents as they know there is a significant part of America no longer working traditional jobs and paying taxes/SSI through traditional payroll. I also think there is the biggest surge of early retirements in US history since COVID started.
     

    Hobo Hilton

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    Locked in.... Ride 'em Cowboy....
    Blackstone is limiting withdrawals from its huge retail real estate investment trust after a sharp rise in redemption requests from investors.
    In a letter posted on the Blackstone Real Estate Income Trust website, Blackstone (Ticker: BX) said that redemption requests already have exceeded the 5% quarterly limit for the REIT, which had $69 billion of net assets at the end of October. The REIT is known as BREIT.
    The news that Blackstone is limiting redemptions, or gating, the REIT has sharply depressed Blackstone shares Thursday. The stock is down 6.9% to $85.15 at 11:22 a.m. Thursday

    1669914251936.png


     

    S3th

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    Locked in.... Ride 'em Cowboy....
    Blackstone is limiting withdrawals from its huge retail real estate investment trust after a sharp rise in redemption requests from investors.
    In a letter posted on the Blackstone Real Estate Income Trust website, Blackstone (Ticker: BX) said that redemption requests already have exceeded the 5% quarterly limit for the REIT, which had $69 billion of net assets at the end of October. The REIT is known as BREIT.
    The news that Blackstone is limiting redemptions, or gating, the REIT has sharply depressed Blackstone shares Thursday. The stock is down 6.9% to $85.15 at 11:22 a.m. Thursday

    View attachment 8011429

    So I am not familiar with REITs but the fund is ultimately backed by the RE and associated cash flows, correct? If funds are being pulled, they either leverage to maintain assets or they have to start liquidating?
     

    Hobo Hilton

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    So I am not familiar with REITs but the fund is ultimately backed by the RE and associated cash flows, correct? If funds are being pulled, they either leverage to maintain assets or they have to start liquidating?
    Being they are the 400 pound Gorilla, doubtful they will liquidate.

    Stock price: BX (NYSE) $85.30 -6.23 (-6.81%)
    Dec 1, 3:05 PM EST - Disclaimer
    CEO: Stephen A. Schwarzman (1985–)
    Assets under management: 880.9 billion USD (2021)
    Total assets: 41.2 billion USD (2021)
    Headquarters: New York, NY
    Revenue: 22.58 billion USD (2021)
    Subsidiaries: Blackstone Credit, MORE
    Founders: Stephen A. Schwarzman, Peter G. Peterson
     
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    babyguppy

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    Being they are the 400 pound Gorilla, doubtful they will liquidate.

    Stock price: BX (NYSE) $85.30 -6.23 (-6.81%)
    Dec 1, 3:05 PM EST - Disclaimer
    CEO: Stephen A. Schwarzman (1985–)
    Assets under management: 880.9 billion USD (2021)
    Total assets: 41.2 billion USD (2021)
    Headquarters: New York, NY
    Revenue: 22.58 billion USD (2021)
    Subsidiaries: Blackstone Credit, MORE
    Founders: Stephen A. Schwarzman, Peter G. Peterson
    maybe, they didn't want FL to liquidate out of the REIT, so they said, NO MORE GIVE BACKS.
     
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    Hobo Hilton

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    ENPH hits all time high today.
    Saw that... I am amazed.
    All of these people promoting "Battery powered" obviously have never had a flash light go out in the middle of the night as a hurricane beat down on them. They never had a car battery go dead while stopping for a piss stop in the middle of no where. Never experienced a battery fail while trying to get a pregnant wife to the hospital to deliver a baby.
    Same can be said for the solar panel camp.... Converters fail when most needed, batteries are now solid gold rather than gold plated, soaring replacement cost. Solar / battery systems have gone the way of the 2023 model cars... It takes a "Specialist" to work on them.
    When disasters happen the few specialist are booked up for weeks, maybe months.
    A copy of Murphy's Law should be included in the literature with anything that has a "battery"
    1670006751101.png
     

    Lightning8

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    Wall Street Breakfast today: "Wednesday's move resulted in the Dow Jones Industrial Average rising more than 20% since Sept. 30 - its lowest point of the year - meaning it is now officially in bull market territory. Elsewhere, the benchmark S&P 500 is up 17% from its YTD low, and while tech-heavy Nasdaq still has some ways to go, it has rebounded nearly 14%."
     

    Hobo Hilton

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    Wall Street Breakfast today: "Wednesday's move resulted in the Dow Jones Industrial Average rising more than 20% since Sept. 30 - its lowest point of the year - meaning it is now officially in bull market territory. Elsewhere, the benchmark S&P 500 is up 17% from its YTD low, and while tech-heavy Nasdaq still has some ways to go, it has rebounded nearly 14%."
    It's magic. Amazing what billions and billions of free US Dollars can accomplish.
    2023 will be the time for "We the People" to pay the piper.
     

    babyguppy

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    It's magic. Amazing what billions and billions of free US Dollars can accomplish.
    2023 will be the time for "We the People" to pay the piper.
    billionaires buying up the stock (with money from the US Gov) the poor are being forced to sell to survive.
     
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    E. Bryant

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    No idea. Will also be used on the Semi. I believe 1MW is roughly 4x faster than fast charging today. Someone fact check me 😂

    That's roughly correct for Tesla; Porsche charges a bit faster (330 kW). Gotta watch out for peak vs. continuous ratings to ensure an apples-to-apples comparison, though.

    The big problem remains the utility charges to run that type of rate on an intermittent basis. So-called "demand charges" are no joke.
     

    E. Bryant

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    Wow, someone put together a page-long list without once mentioning the new CARB ACT rules? Be careful from whom you're taking advice, because it's clear some people are just regurgitating facts without any actual analysis.
     

    S3th

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    Wow, someone put together a page-long list without once mentioning the new CARB ACT rules? Be careful from whom you're taking advice, because it's clear some people are just regurgitating facts without any actual analysis.
    Can you provide further clarity?
     

    E. Bryant

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    Can you provide further clarity?



    Anyone not aware of the impact of this regulatory effort may not have a clue about the heavy-truck market in general. Heck, I've been dabbling in low-/zero-emission transportation tech for nearly two decades and wouldn't claim to know all the potential demand drivers.
     

    S3th

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    Anyone not aware of the impact of this regulatory effort may not have a clue about the heavy-truck market in general. Heck, I've been dabbling in low-/zero-emission transportation tech for nearly two decades and wouldn't claim to know all the potential demand drivers.
    So the list missed this as an additional benefit?
     

    E. Bryant

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    So the list missed this as an additional benefit?

    The list is a bunch of fluff that missed what will probably be the single biggest demand driver. It's the sort of thing that is highly agreeable to people who have already made up their mind but need to know that other people think the same thing.

    I think the Tesla Semi is hugely interesting and have thought so since its reveal back in 2017, but there are still some major unanswered questions starting with its weight, purchase price, and true operating costs. I also think that targeting it towards line haul might have been a mistake; both the LTL and vocational markets would likely be better applications of its features (and for drastically different reasons). But once again, I don't claim to know everything about this complex market.
     
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    S3th

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    The list is a bunch of fluff that missed what will probably be the single biggest demand driver. It's the sort of thing that is highly agreeable to people who have already made up their mind but need to know that other people think the same thing.

    I think the Tesla Semi is hugely interesting and have thought so since its reveal back in 2017, but there are still some major unanswered questions starting with its weight, purchase price, and true operating costs. I also think that targeting it towards line haul might have been a mistake; both the LTL and vocational markets would likely be better applications of its features (and for drastically different reasons). But once again, I don't claim to know everything about this complex market.
    The list was only highlighting real world benefits. Not benefits coming down through legislation.
     
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    Redmanss

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    I just want to see the results of that same truck haul an 80k load on the reverse route uphill.

    Ports are on coasts, everyone else lives above sea level where a lot of the goods go to. Claiming 500 mile single charge range is the same as guys who boast they get 35 MPG with their Cummins powered Ram 3500 pulling a 25k trailer in the mountains, when they leave out the route was the top of Pikes Peak to Colorado Springs.

    I’m not saying EV heavy haul trucks aren’t the future, but trumpeting 500mi ranges with a 80k load when the test was all downhill losing 4000ft elevation is misleading. It’ll come, eventually, but that’s still a long way out while ignoring rising input costs to build batteries as competition and demand increases for the raw materials.
     

    Lightning8

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    I would like to see some of the EV SEMI in "jockey truck" service moving container trailers around the ports and large manufacturing sites. That should be a viable test plus some of these routes are 100% autonomous
     

    S3th

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    I just want to see the results of that same truck haul an 80k load on the reverse route uphill.

    Ports are on coasts, everyone else lives above sea level where a lot of the goods go to. Claiming 500 mile single charge range is the same as guys who boast they get 35 MPG with their Cummins powered Ram 3500 pulling a 25k trailer in the mountains, when they leave out the route was the top of Pikes Peak to Colorado Springs.

    I’m not saying EV heavy haul trucks aren’t the future, but trumpeting 500mi ranges with a 80k load when the test was all downhill losing 4000ft elevation is misleading. It’ll come, eventually, but that’s still a long way out while ignoring rising input costs to build batteries as competition and demand increases for the raw materials.
    The route for their testing wasn’t all down hill…
     

    babyguppy

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    Wow, someone put together a page-long list without once mentioning the new CARB ACT rules? Be careful from whom you're taking advice, because it's clear some people are just regurgitating facts without any actual analysis.
    best one I ever saw, some stock broker on TV was trying to push cement and the TV person asked the stock broker what the difference between cement and concrete was..... stock broker didn't know.
     

    babyguppy

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    I would like to see some of the EV SEMI in "jockey truck" service moving container trailers around the ports and large manufacturing sites. That should be a viable test plus some of these routes are 100% autonomous
    So, are we going to see electric lines next to all the interstates for the trucks to run on electricity? you know, for the future of the children..
    OIP.d3meGHs0sg6g7Dl7c6d9lgHaFj
     

    Lightning8

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    For our Tesla fan - from Hagerty: A story in the Wall Street Journal states in its headline, “Why America doesn’t have enough EV charging stations.” It goes on to say that the charging network’s build-out “has a chicken-or-egg quality: EV advocates say many drivers will only be comfortable purchasing vehicles if rapid charging is as easy as using a pump at a gas station. Yet businesses interested in offering charging say they can’t make money until more EVs are on the road.” The Inflation Reduction Act “offers expanded federal tax credits to persuade more businesses to add chargers. Budget estimators expect around $1.7 billion in tax credits for chargers or other alternative-fuel equipment to be claimed over a 10-year period. States also are set to distribute $7.5 billion over several years from last year’s infrastructure law to increase the availability of chargers.” But “tension has erupted between businesses such as gas stations, convenience stores and truck stops and utility companies over who gets to sell electricity to drivers and who foots the bill for the costly infrastructure to do so.” The story describes a fight between gas stations and truck stops that want to own and operate the chargers, against “monopoly utility companies” who want those chargers. It’ll be interesting to see who wins. The story is worth reading here.
     

    E. Bryant

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    The list was only highlighting real world benefits. Not benefits coming down through legislation.

    You mean other than the only underlined item on that list?
     

    babyguppy

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    Your regular reminder that we live in interesting times:

    View attachment 8015172
    I was hoping to see 1977 - 1981(ish) when Jimmeeee was fighting off rabbits trying to climb into his canoe.

    WASHINGTON, Aug. 29 (AP) — A “killer rabbit” penetrated Secret Service security and attacked President Carter on a recent trip to Plains, Ga., according to White House staff members who said that the President beat back the animal with a canoe paddle.
     

    Hobo Hilton

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