Ulti

Javier Blas @JavierBlas · 1h The 'let's take this one day at a time' about refilling the SPR has transformed into a 'sorry but not in 2023'. US Energy Secretary Jennifer Granholm speaking today: "This year it will be difficult for us to take advantage of this low [oil] price [to refill the SPR]" Sometimes i really do not like this administration

https://www.simplysafedividends.com/world-of-dividends/posts/5757-most-regional-banks-look-stable-but-may-face-tougher-regulations-higher-funding-costs https://1.simplysafedividends.com/wp-content/uploads/2023/03/Bank-Risk-Assessment-Simply-Safe-Dividends.xlsx https://www.investors.com/etfs-and-funds/sectors/banks-report-most-exposed-to-uninsured-deposits/ Articles\spreadsheet on uninsured deposits spreadsheet on bank risk assessment

https://www.wsj.com/articles/what-gets-lost-when-you-rescue-markets-d5e4bc32?st=ahz0d003jx3n6ty&reflink=desktopwebshare_permalink

https://www.yahoo.com/finance/news/top-biden-adviser-says-us-003912666.html Sounds like they are in cahoots with the fed to drive oil prices down?

Both Peter Thiel and George Soros got a philosophy degree in college....But I digress.....high school options \say in the 9th or 10th grade\ to start on a vocational \apprenticeship pathway\ partner up with local and national businesses... I agree that many kids don't need formal liberal arts education if they chose vocational pathway. optionality to help chose a pathway...the military is starting to get it... https://www.npr.org/2022/09/08/1121869407/the-armys-recruiting-is-falling-short-so-now-its-taking-a-different-approach

https://www.wsj.com/articles/more-students-are-turning-away-from-college-and-toward-apprenticeships-15f3a05d While I respectfully disagree with the liberal arts\humanities crap comment... I've always been a proponent of " real life" education starting in high school... vocational\ apprenticeship options as well as financial education for the masses. Especially with the poor immigration policy this country has.

brkb, ctra

https://podcasts.apple.com/us/podcast/companies-are-telling-us-the-real-reason-theyre-still/id1056200096?i=1000603417602 odd lots podcast on this very subject

https://neckar.substack.com/p/enough-the-forgotten-lesson-of-ben

Calculated Risk / Bill McBride for real estate Doomberg for energy/ oil price.com War on the Rocks / military conflicts And of course this board and its many members

I kinda agree... they sold low and they might be buying higher next year. And this administration wants to buy it in the 60's so they look good.

https://oilprice.com/Latest-Energy-News/World-News/Department-Of-Energy-Says-Its-Preparing-For-SPR-PurchasesNext-Year.html

convenience.... i can walk ... but having a pisceterian diet... i'm doing most of the shopping at the local farmers market....almost the same cost

That's me ... rarely go out ....its getting to be price per unit cost at whole paycheck is about the same as publix

https://www.economist.com/interactive/briefing/2023/02/23/data-from-satellites-reveal-the-vast-extent-of-fighting-in-ukraine

https://www.newyorker.com/magazine/2023/02/27/as-ukraine-marks-a-grim-anniversary-what-has-vladimir-putin-achieved

https://podcasts.apple.com/ca/podcast/113-bob-geddes-ensign-energy-services-a-glimpse/id1493491566?i=1000598951629 Excellent interview with head of energy company that is a current Fairfax holding I believe

https://www.theatlantic.com/ideas/archive/2023/02/florida-new-york-housing-population-republican-democrat/672994/

https://podcasts.apple.com/us/podcast/viktor-shvets-declares-victory-for-team-transitory/id1056200096?i=1000597529020 excellent interview with someone who has been in the consistent transitory econ.

https://podcasts.apple.com/us/podcast/odd-lots/id1056200096?i=1000597227627 interview with apartment list chief housing economist…outlook on 2023

This is basically what Jeff Currie from GS has been preaching about since 2020....the revenge of the old economy....and because of the total lack of investment, this cycle (with lots of ups and downs ) will last for several years.

https://www.cnbc.com/2023/01/23/high-egg-prices-due-to-a-collusive-scheme-by-suppliers-group-claims.html

I handle this the old fashion way… I ask for the tip jar and put a little cash in … tell the employees I wanna make sure they and not the company gets the cash… and I usually will tip 10% or less if I’m picking up/ drive thru

https://apnews.com/article/tipping-fatigue-business-c4ae9d440610dae5e8ff4d4df0f88c35?utm_source=homepage&utm_medium=TopNews&utm_campaign=position_11 Talk about inflation