Sunday, November 7, 2021

Daylight Saving / Savings Time -- November 7, 2021

 

Yes, I couldn't be in a better mood.

Texas is well beyond all of this. Masking is 100% optional except for federal agencies, airports, airlines, etc. It appears indoors it's about 50-50 for those wearing masks, those not.

The summer of 2022 is going to be a blow-out summer for everyone, especially the investor class.

I went to REI yesterday to look at a new bike. They said they had one of their best years ever -- folks loved the out-of-doors during the year of the plague.

Apparently the airlines have sold out of seats for Christmas holidays. They furloughed way too many pilots and the airlines never expected travel to open up so fast. Flight attendants are eager to get back to work; more can be trained fairly quickly. Older fight attendants don't retire.

Pilots cannot be trained overnight. They retire at the drop of a hat when given huge payouts, which they were a year ago to keep the airlines from going under.

I spoke to a Brazilian yesterday who runs US operations for some big Brazilian manufacturing company in the US. He travels regularly to five European countries: Poland, Italy, Germany, Czech Republic, Spain. He and family arrived here March, last year, just when all travel was locked down. He and his family have not been able to visit in person for the past year. But, on November 18, 2021, the "embargo" ends and Brazilians can fly to the US. His father and mother have booked their flight and will be here for a stay of 40 days (and nights). This is just the tip of the iceberg for international travelers. Especially from Mexico, South America. His father, I assume, founded the company, and is probably retired but somehow still runs things.

Spoke with a United Airlines flight attendant yesterday: hiring back 5,000 flight attendants this month. This month. She's based in Newark, NJ; has put in a transfer for Houston, which she will get this month or next.

Our apartment complex held a "wine and whisky" tasting event yesterday. It was the second tasting in less than two months. I missed the first one because I was traveling. That's where I ran into these folks. The Brazilian family I have known for the past year. They are in their 30's I suppose; both are drop dead handsome/gorgeous and their two daughters age 2 years and 6 years are incredibly precious and gorgeous. The 6-year-old knew no English when she arrived last March. She is now fluent in English; her first language is now English; no accent; very, very outgoing. I think she has seen it all. She spoke to me non-stop for ten minutes about her life. And it was all about her school here in Texas. He has to be very, very wealthy and yet very, very down-to-earth.

The nearby elementary school: whites may be a minority, not sure. Indians are definitely the number one non-white ethnic group. Ranked as one of the best elementary schools nationwide ranking. Although a lot of schools make that claim. Three huge apartment complexes feed kids into that system, and all the folks coming from overseas who end up in this area, seek these apartments for the schools. Housing very limited.

The flight attendant and her mother: they came to Texas eighteen years ago from San Diego. California priced them out. That was eighteen years ago. African-American. Articulate, pretty. We enjoyed sharing stories about masking on planes from her point of view; my point of view. We were on same page, so it was a very pleasant conversation. Bottom line: get along to get along.

It was kind of funny. Everybody recognized me because of Sophia. Everyone. And it's a huge apartment complex.

Biden needs to "own" "Let's go Brandon." The economy has been on a tear for the past year (except for a few sectors yet to catch up) --- he needs to use "Let's go Brandon" as his marketing tool every time he crows about the economy. A lot of rappers have changed their names.

The biggest story I'm following now is trying to sort out Harold Hamm / Continental Resources entering the Permian. All cash deal. He used his own cash: $3.2 billion. All cash, no stock dilution. Unprecedented. I'm following it here, but it's under construction:


I'll probably write more later today. We got an extra hour today. As the native Americans tell us: only Americans can cut an inch off the top of the rug, add it to the bottom of the rug, and tell us we have a longer rug.


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