- Thread starter pmclaine
- Start date
Lol at all of the loser oil bulls.
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:
Design Resources | Annex Semiconductor
We provide a wide range of design resources, including complete library of technical and support documentation, online training and in-person instruction, and industry webinars.
www.annexsemi.com
Tesla blogs propagate fake news of chip joint venture, but why?
Several Tesla blogs are reporting that Tesla created a joint venture to produce computer chips with a company that is clearly fake.
electrek.co haha maybe this is why
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.
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.
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
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
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.
And so many jobs being added are second jobs, especially in hospitality sector.
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
www.marketwatch.com
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
Blackstone Just Limited Withdrawals From Its Huge Retail Real Estate Fund
Its stock has dropped nearly 7% after withdrawal limits are placed on Blackstone Real Estate Income Trust.
www.marketwatch.com 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?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
Blackstone Just Limited Withdrawals From Its Huge Retail Real Estate Fund
Its stock has dropped nearly 7% after withdrawal limits are placed on Blackstone Real Estate Income Trust.
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.
Blackstone is not Blackrock (dem run ESG based), two entirely different entities.
Thanks for pointing that out. With symbols BK and BLK , I often get a key stroke error. They run neck and neck on over lays on stock charts as well.
Cybertruck will be able to charge at 1MW DC 
If starting with a depleated battery, how many kwh's to get it fully charged ?
No idea. Will also be used on the Semi. I believe 1MW is roughly 4x faster than fast charging today. Someone fact check me
"The barter of gold for oil represents a major structural change," he added.
www.zawya.com
Ghana plans to buy oil with gold instead of U.S. dollars
The move is meant to tackle dwindling foreign currency reserves coupled with demand for dollars by oil importers, which is weakening the local cedi and increasing living costs
Forecast for the future are openly divided by "Those investing other people's money" and "Those investing their own money". Those playing with other people's money are the "Snake Oil Salesmen of 2023".
www.thinkadvisor.com
8 Market and Economic Predictions for 2023 | ThinkAdvisor
Some market strategists expect a better year ahead, while others predict a recession.
www.thinkadvisor.com 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"
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.
billionaires buying up the stock (with money from the US Gov) the poor are being forced to sell to survive.
Check out COSM it’s due for a squeeze.
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.
Semi implications of the real-world. Not my list.
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?
California’s Advanced Clean Trucks regulation: Sales requirements for zero-emission heavy-duty trucks - International Council on Clean Transportation
The regulation is the first in the world to require manufacturers to sell increasing percentages of zero-emission trucks.
theicct.org 
The Advanced Clean Fleets rule explained
By Lauren Navarro and Tom Cackette The Advanced Clean Fleets rule is a purchase requirement for medium and heavy-duty fleets to adopt an increasing percentage of zero-emission trucks. It will complement the previously adopted Advanced Clean Trucks regulation requiring manufacturers to sell ZEV tr
blogs.edf.org
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?California’s Advanced Clean Trucks regulation: Sales requirements for zero-emission heavy-duty trucks - International Council on Clean Transportation
The regulation is the first in the world to require manufacturers to sell increasing percentages of zero-emission trucks.
The Advanced Clean Fleets rule explained
By Lauren Navarro and Tom Cackette The Advanced Clean Fleets rule is a purchase requirement for medium and heavy-duty fleets to adopt an increasing percentage of zero-emission trucks. It will complement the previously adopted Advanced Clean Trucks regulation requiring manufacturers to sell ZEV trblogs.edf.org
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.
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.
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.
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.
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
The route for their testing wasn’t all down hill…
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.
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..
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.
You mean other than the only underlined item on that list?
TSMC to increase investment in Arizona to $40B as Biden visits chip manufacturer
The Taiwan Semiconductor Manufacturing Company (TSMC) is set to announce it will increase its investment in Arizona from $12 billion to $40 billion when President Biden visits the chip manufacturer…
thehill.com Your regular reminder that we live in interesting times:
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.
Just wait until the Administration allows that area to become a satellite nation of Taiwan. Selling off America "One Piece at a Time"TSMC to increase investment in Arizona to $40B as Biden visits chip manufacturer
The Taiwan Semiconductor Manufacturing Company (TSMC) is set to announce it will increase its investment in Arizona from $12 billion to $40 billion when President Biden visits the chip manufacturer…
Similar threads
