Enchilada chicken pie
This is one of the best things I’ve ever eaten. It’s so so good. Try it. You won’t regret it.
Eating out out
Eating out out on the streets of NYC is looking to go permanent. “The Open Restaurants program has changed New York City’s streetscape over these last several months, and now this Administration will work to make that permanent,” said Deputy Mayor for Operations Laura Anglin. “The program has helped save tens of thousands of jobs…
Charting COVID effects
A16z have charted COVID in the following areas: Liquidity and lendingTradingSmall business impactConsumer bankingSocial distancing pursuits Some highlights: “And in looking at the data for the top 100 banks, we’re not seeing any significant increase in credit card charge-offs, which is often a canary in the coal mine for bankruptcies. It’s a stark divergence from…
Friday golf
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…
PeteStilgoe.com 