To The Moon

1. Who did to Nord Stream 1? Apparently, the leak of Russian-owned Nord Stream gas pipelines on Monday were the headlines. It is likely caused by powerful underwater explosions, according to Swedish and Danish seismographic data. If the explosion is on purpose, then who did it? Poland and Ukraine blame Russia, while A former Polish Defense Minister, Radek Sikorski, has attributed to the United States the sabotage of two pipelines. Actually, Russian control its valve, these is no need to explode it, German is the major beneficiary, should be stupid to destroy it. Who would be benefit the most? Biden, earlier this year (at a joint press conference with German Chancellor Olaf Scholz), threatened to “bring an end” to Nord Stream 2 if Russia invaded. “If Russia invades—that means tanks or troops crossing the border of Ukraine, again, then there will be no longer a Nord Stream 2,” Biden said. “We will bring an end to it.” “But how will you do that exactly, since the project and control of the project is within Germany’s control?” asked Andrea Shalal of Reuters. “We will, I promise you, we’ll be able to do it,” said Biden. 2. Tesla & Apple, the two sides. $Tesla Motors(TSLA)$ is expecting a “very high volume” of vehicle deliveries during the end of the quarter, and it is asking all employees to help – even those outside of the sale and delivery organization. Tesla is expected to post a big Q3 deliveries number with estimates ranging to as high as 370K units, which would smash the prior quarterly record of 310K units set in Q1 of 2020 before the pandemic closed down supply chains. The consensus estimate is for about 350K deliveries. Meanwhile, $Apple(AAPL)$ is pulling back from plans to boost iPhone production when an expected demand spike didn't show up. The higher-priced iPhone 14 Pro models are reportedly seeing more demand than the lower-priced phones, and at least one supplier is shifting capacity toward the premium models in response. It is said, iPhone 14 would be he worst-selling iphone in the history. 3. What a stronget dollar mean? Euro now below parity to USD, and will be sinking more. Sterlings are following, it is just time to reach the parity to USD Who is next? What's more, a higher interest rate hurt the real estate industry. Lumber prices have dropped by more than 60% YTD to their lowest in more than two years, and a recovery seems improbable given that higher interest rates and inflation likely will continue to hurt demand for single-family homes.