One Truth at a Time (History)
November 18, 2022
NASA’s Artemis I mission's Orion spacecraft is speeding toward a lunar orbit after a historic rocket launch in the early morning hours of November 16, 2022. The mission is part of NASA’s Artemis program, which aims to create a sustained human presence on the moon and push on to deeper-space operations. No one has touched down on the lunar surface since 1972; that's just about half a century!
At different stages during the flight toward and around an orbit that will take it around 40,000 miles beyond the moon, before it races back to Earth after about 26 days, Orion will face radiation exposure, use solar arrays to generate power, test communications and propulsion systems and, lucky she, forget about inflation, recession, the war in Ukraine, other sweet geopolitical tensions, FTX's crypto collapse, and so many more delights.
Wondering if stocks can go to the moon too. May Orion take a few shares, please.
November 15, 2022
Hilton Worldwide Holdings Inc (HLT) remains a core holding of Bill Ackman's Pershing Square. Nice defensive play. Not buying, though. Tech and long-duration stock collapse is starting to reveal even more compelling opportunities.
November 4, 2022
Fight Inflation, Save Monies, Eat Avocados
Groceries keep going up, but avocados are down. Thank bumper crops in Mexico and drop in demand from Europe or China, courtesy of the war in Ukraine and Covid curbs.
First (October 2022)
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