What pandemic
Zoom $ZM relative to the indicies $QQQ $SPY $DIA over the last 5 days.
MiraAnkle
The other day I was running in the woods and lost most of my left foot down some kind of animal burrow thing. It hurt alot at the time. But managed to keep on running and pretty much ran it off. Five hours later started really hurting again to the point I couldnt walk on…
Battery day
Later today is Tesla’s annual shareholders. Tesla looks to be going the same path as Apple. Bringing it all in. So eventually end up with full end to end control of production. Elon risked it all to change the world. One car at a time.
Mini golf
Lithium ETF
$LIT
Demand
Below is a table of critical materials after a review by the European Commission. Red shows materials classed with the highest supply risk. Scaling down to green which indicates no forecast supply risk. You can map key themes playing out in the stock market to the above table. Chips / processors Electric cars Alternative energy…
Friday golf
Apple Google
The writings on the wall. Not a question of if. A question of when. “I have written extensively on this blog over the last decade and a half about the significant negative consequences that the two large mobile operating systems have on distribution of software. I am strongly opposed to the monopolies that Apple and…
First day
Back in the office in 6 months. Traffic as bad as ever. People are moving. Ish.
Apple mask
Regardless of product. Theres always something special about unboxing Apple products. There are no exceptions to the rule. https://www.bloomberg.com/news/articles/2020-09-09/apple-design-teams-develop-special-face-masks-for-employees
PeteStilgoe.com 