Thursday, July 30, 2026

Five New Permits; Three DUCs Reported As Completed -- July 30, 2026

Locator: 51293B. 
Pageviews: 69,978,218. 7:00 p.m., Thursday, 30 July, 2026.

Mideast: no meaningful updates at x so far today.

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July 30, 2026 

WTI: $84.06.

Active rigs: 27.

Five new permits, #43171 - #43175 --

  • Operators: Murfin Drilling (3); BR (2);
  • Fields: Zenith (Stark County); Jim Creek (Dunn County);
  • Comments:
    • Murfin Drilling has permits for three Wagner wells, lot 4, section 3-139-98, 
      • to be sited 505 FNL and 280 / 340 FWL;
    • BR has permits for two Kelly wells, NENW 11-145-96, 
      • to be sited 390 / 391 FNL and 1590 / 1622 FWL. 

Three producing wells (DUCs) reported as completed:

  • 41482, 4,067, Grayson Mill, Barbara 31-30F 7H, McKenzie County;
  • 42179, 1,608, BR, Abersom 1-12UTFH-LW, McKenzie County;
  • 42180, 1,555, BR, Abercrombie 1-12MBH, McKenzie County; 

Apple Earnings -- EPS And Revenue Beat -- July 30, 2026

Locator: 51292AAPL.

 MacRumors Reports

Link here. Dan Nathan over at CNBC will emphasize all the negatives.

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First Report 

Both EPS and revenue were "beats."  EPS beat by 7%.

Oh-oh, after hours at 3:30 p.m., AAPL falling again. After hours, it appears to have fallen at least 8%.


 

Tim Cook's last earnings call. It's been quite a run.  

This Has To Be Incredibly Embarrassing -- Screenshots Taken Within 30 Seconds Of Each Other -- July 30, 2026

Locator: 51291MARKET.
Pageviews: 69,808,101. 2:30 p.m. CT. July 30, 2026.

BRKB: I've waffled on this ticker for years, and always made excuses, but at some point ....

The market


As discussed before, BRKB has simply become, for younger investors and traders, a place to park cash for a few days or so. 

Thursday -- July 20, 2026

Locator: 51290MARKET.
Pageviews: 69,802,320. 10:18 a.m. July 30, 2026.

Memo to self: link here. The original written text of The Maltese Falcon by Dashiell Hammett is in the public domain in the United States. The 1929 magazine serialization and the 1930 book version entered the public domain on January 1, 2025, and January 1, 2026, respectively. Duke University, public domain day, 2026. Dashiell Hammett, wiki. Copyright law: 50, 75. 90 years. The more times I watch The Maltese Falcon the more I enjoy it. Well cast (perfectly cast?). 

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Of Interest 

 

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Back to the Here and Now

WTI: $84.11. 

Shell

Mid-day:

Poor timing? Leopold is broke, forced to sell his mother's house to cover margin. Link here.

Shay: single buyer of Situational Awareness's entire NBIS position after manager of Situational Awareness was forced to liquidate it this week. Link here. In the past year NBIS has made 270% and is up $43 today, up almost 30% today, trading at $191. One year ago it was trading for $51. Go figure.


AMD: up by more than 12% in early morning trading. Link here.

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Disclaimer

Briefly

  • I am inappropriately exuberant about the Bakken and I am often well out front of my headlights. I am often appropriately accused of hyperbole when it comes to the Bakken.
  • I am inappropriately exuberant about the US economy and the US market.
  • I am also inappropriately exuberant about all things Apple.
  • See disclaimer. This is not an investment site. 
  • Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. All my posts are done quickly: there will be content and typographical errors. If something appears wrong, it probably is. Feel free to fact check everything.
  • If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them. 
  • Reminder: I am inappropriately exuberant about the Bakken, US economy, and the US market.
  • I am also inappropriately exuberant about all things Apple. 
  • And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia. Nvidia is a metonym for AI and/or the sixth industrial revolution. 
  • I've now added Broadcom to the disclaimer. I am also inappropriately exuberant about all things Broadcom. Now, I've added Amazon. And QCOM.
  • Longer version here 
  • The Market -- July 30, 2026

    Locator: 51290MARKET.
    Pageviews: 69,798,729. 9:30 a.m. July 30, 2026.