Sunday, November 03, 2019

Did you know that...

---Some recent photographs from the past have been unearthed and posted on Facebook due to an iPhone upgrade.  Those upgrades are done automatically, with some warning, and most are routine.  A recent one added capability to the iPhone 7s that allows older photos to be significantly altered, in many cases improved.  In particular this applies to photos that were taken on settings that made the photo too dark, or without enough contrast.  It's sort of amazing.  Unusable photos come alive and routine photos become special.  No fees have been received from Apple for this comment.  They will be accepted, no shame.

---As usual from this perspective, at this point in the NFL season most televised games are simply there for quick checks, not for watching.  Once again, from a home area perspective, there is no incentive.  Jets are hopeless and Giants somehow foiled again, not good teams.  Moving to the NBA, the Knicks and Nets are starting poorly.  "Wait 'til next year" may be an appropriate thought for the Durant waiting Nets, but that mantra is always the same for the Knicks.  Narcissist inherited rich simpleton Dolan must be out before anything good can happen there. How does this major city so often field such poor teams, proof that money isn't everything which many would say is good for professional sports, but not for my viewing pleasure.

---How's this for suspicious thinking.  Is it possible that the White House resident twit Stephen Miller actually writes some of Trump's tweets for him, all more than a sentence or two?  Trump says what he thinks in New York gutter talk, and then Miller translates, even having intentional misspellings or exaggerations to show that these are real Trump tweets.  Joke is on the media, on the public?  Trump's history is that he reads almost nothing and writes almost nothing.  Yeah, "All Quiet on the Western Front" is his favorite book?  Does he read now, other than headlines and anything about himself.  Who controls his communication?  A strange quasi Nazi Jewish Duke grad who is 100% repeating and supporting every Trump statement?  Does this make any sense?  It would certainly be easy to repeat Trump's tweets and comments word for word as Miller does if he actually writes them.

---Looking at the stock market week ahead, no great insight here.  Still focused on Nokia, a recent investment that is underwater by 30%, uncertain what's going on.  In Finland, where they are based, Nokia is meant to be a source of national pride.  Unlike in the U.S., they apparently accept forward thinking investment even if it hurts near term profits?  Balance sheet is strong, earnings mixed with some losses, risk/reward can only be positive with its 5G focus. This is not investment advice.  The other stock focused on now is Capital One(COF), once a darling of financial investors but now just muddling along.  True believers for many years remain adamant, Dodge and Cox is the largest holder, parts of Capital Group are there, and Davis Select Advisors is still there.  Chuck Pohl, Chris Davis, and others are nothing if not loyal.  Capital One advertising is ubiquitous and well done, and in a commodity business does that make a difference?  Have modest position, still thinking?





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