Hello,
In this pre-Christmas edition, we delve into diverse subjects. Beginning with Steve Saretsky’s insights, the focus shifts to the housing landscape, anticipating relief for homeowners with the expected decline in mortgage rates. Rob Shaw contributes thoughts on the immigration debate and its implications on the housing scenario in BC.
A moment is taken to remember Charlie Munger, exploring the intriguing possibilities of Canadian investments he might have considered, as featured in a piece by G&M.
Ottawa takes the spotlight with the buzz around new EV mandates, sparking considerable debate amidst rising inventories, as explained in a Bloomberg piece. Intriguingly, Morgan Stanley’s data from Norway reveals a surge in EV adoption without a corresponding decrease in oil consumption, prompting contemplation
http://(https://twitter.com/ronbousso1/status/1431218566511071234).
Those that want an update on the global nat gas market, Anne-Sophie Corbeau is brilliant.
Jay Leno’s show on the innovative Cybertruck, a reflection on Peggy Noonan’s take on university matters, and a health tip highlighting the benefits of Hibiscus Tea add richness to the content.
Turning to sports, the golf world undergoes changes with Jon Rahm’s move to the LIV Tour, prompting reflections on the future of the sport. An engaging piece on loyalty is complemented by an interview with the emerging media star, Eddie Pepperell.
Bruce intertwines the NFL’s decision on Al Michaels with insights from a conversation with Peter Mansbridge, revealing widespread dissatisfaction with officiating.
Wishing you and your families a joyous holiday season.
Best,
David
PS….Jim Bianco is the best on bonds, and he sees 10 year treasuries back to 5.5% in the future.
Here is the interview with Macro Voices. https://www.macrovoices.com/1269-macrovoices-407-jim-bianco-jay-powell-s-word-salad-fomc-mood-swings-interest-rate-outlook-cry
Number 6- The Natural Gas Markets with Anne-Sophie Corbeau
http://The HC Insider Podcast: Conversations in Energy & Commodities
In this episode we review the major themes and events for the Natural Gas markets in 2023 and what that might herald for 2024. The gas markets and LNG are now the crucial global energy balancer. What happened in 2023? What were the key market, regulatory and policy actions and how did countries and participants fare? What are the key factors and milestones to look at for 2024 and beyond? Our guest is Anne-Sophie Corbeau, Global Research Scholar at the Center on Global Energy Policy at Columbia University’s School of International and Public Affairs.
Number 7- Cybertruck Easter Eggs, Features & Design
https://www.youtube.com/watch?v=BGDOKD7ZZqI
In this very special episode of Jay Leno’s Garage, Jay is once again joined by Tesla’s Head of Design, Franz von Holzhausen who along with Tesla’s Vice President of Vehicle Engineering, Lars Moravy, bring with them this very special 2024 Tesla Cybertruck Foundation Series, aka, the CYBERBEAST! Jay, Franz, and Lars go over the finer details of the Cybertruck and also reveal some of the Cybertruck’s easter eggs…
Number 10- When You Lose Al Michaels: We've Entered The Penalty Phase
http://www.notthepublicbroadcaster.com/i-dont-like-mondays/2023/12/17/xvd6w24w2lwv9ihmlrj7ws4ao8tdr6
NBC Sports has announced that legendary broadcaster Al Michaels will not be doing any NFL postseason games. No reasons were offered why the almost-octogenarian is getting shoved aside for lesser talents.
Which is too bad because Michaels’ insouciance is a remedy for the erratic product of the NFL. His not-so-subtle references to the betting lines and player props defies the approved league standards on topics not to be discussed openly during games.
He’s also been waging a guerrilla war against NFL officiating and the avalanche of penalty flags during games. See: the capricious call/ no call debate after last Sunday’s Kansas City loss to Buffalo thanks to an offside call. Showing insubordination doesn’t work for the suits in Manhattan and the video judges in New Jersey.
—So, yes, Peter, the issues with refereeing have never been more prominent. But blame the leagues, not their employees, for making them worse.” You could call Al Michaels, however, if you to want a friendly reception for your suspicions
We hope you found the Top Ten interesting this week, and are looking forward to another selection of articles, stories, and commentary next week. If you know of anyone else who would be interested in receiving our weekly note, please let me know.
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