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Thursday, June 9, 2022

Clearing Out The In-Box -- June 9, 2022

First things first:

Jobless claims:

  • talk about a lot of hyperbole; headlines overstate the story;
    • The WSJ: US jobless claims rise to highest level in five months; 229,000 claims filed;
  • link here:
    • above 400K recessionary
    • below 300K inflationary

Devon:

  • link here: Bakken deal may be signaling a return to "normalcy" in oil.
    • no bold commentary on GHG reduction;
    • nothing on portfolio optimization;
    • nothing on G&A savings (albeit implied)
    • jumps up a couple of spots in Bakken volume rankings
    • production about the same as Oasis, pre-Whiting deal
  • link here: 9% yield; but more could be on the way -- May 31, 2022

European auto industry

F-150:

  • link here: configured to re-charge stalled Teslas.

Apple:

How they do it:

2 comments:

  1. Oh no!!!! Not sriracha, what will Texans do? Can Texans even eat anything without it?

    ReplyDelete
    Replies
    1. Oh, how funny -- I always thought Sriracha was a California-thing. But you are correct -- we can't live without it -- sort of like Louisiana and Tabasco sauce.

      Delete

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