Wednesday, April 30, 2025

Odds and Ends: April 2025

- The strokes of the pen need deliberations as much as the sword needs swiftness.

- Julia Ward Howe

Related...

...to the above quote. This is to all leaders in regards to trade and conflicts in Europe, Middle East and Africa. You need to pause and think about all the possibilities of decisions and choose a course that reflects the best possible outcome and not a political course. 

Meanwhile

The US housing market continues to decline and fell 11.9% for new homes in March and 5.9% in all sales. Usually, it takes a long time for related data to affect stock prices. Now, we are seeing home builders begin to crater. Look at Lenar! It was $190 last September and it touched $100 in April.  How about the upscale developer, Toll Brothers? It was $167 last November and it fell below $90 in April. In our consumer society, a home is our biggest purchase and no one is buying and most cannot afford to buy. There is also one important piece of info. The stock market is now 2x the GDP. There have been only two other times. It happened here in 1929 and in Japan in 1989. Market is overpriced!

You need another example? Check out Zoom (ZM). It was $600 in 2020 and rising. It is now $77. Ouch!

Related

We have posted the continuing disaster in our retail sector, but now, we read layoffs in tech. These are high paying jobs that give people the means to purchase a new home to which creates more supply and choices for the market. It is a sad fact that the US and Canada are one, two or last place among advanced societies in providing housing per 1,000 of its citizens. 

Even though Intel announced bad news concerning its labor force as the firm is laying off 21,000 workers or 20%, we read some good news. Apple will invest $500 billion in America. Yea! They are going to build a new factory that will provide 20,000 jobs in the next four years. They shoud contact the experience of the Intel people. Before we relax, our cabal "friends" in the banking industry are setting the table for another financial crisis. 

Banking Cabal

They are quietly putting mischief in play. They are packaging and selling new securities. These include corporate loans, credit card debt, even golf carts. While this may blow up in their face, they don't worry. They know the Fed will have their back. When they do, you should realize why we say, "End the Fed!"

Brazil

The nation is offering a new bond that is tied to saving trees that eat up CO2. The money will aid nations who seek to save their forests.

Salt

Yes, salt. Sodium batteries could be the answer that EVs seek? Nation Energy is close to a solution.

Corn Fuel

We had the additive, ethanol for cars for a long time. Now, Lanza Tech is making ethanol jet fuel. However, it is still a work in progress.

DOGE

The "Dodge" boy, Musk shows his true love for America by building his new, 3rd. megafactory in...Shanghai. Also, he is cutting back his government duties to devote more time to his auto firm, Tesla. We have nothing against this, but we think that he should look into a merger with an EV charging firm to cover on a national scale. We see this happening in Europe. They worry about China covering the continent with one of their EV charging systems. The Spark Alliance has four European nations forming a partnership. The group has Italy's EV Atlente, Germany's Ionity, Netherland's Fartneed and France's Electra. We like Evgo in America, but we will wait for a price around $2.00. 

Did you know...

...that 90% of US bio-firms get 90% of substances as an import? President Trump should look into Big Pharma as they may not be aligned as a cabal. but they operate as one. 

Finally...

did someone say, "Yea!" This falls under the idiot column. Bill Gates is backing a biotech startup, Savor. They plan to sell a synthetic vegan butter that includes carbon dioxide. I'll pay extra for the real thing, thank you. Peace