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Friday, November 18, 2022

Anticipating A Cold Weekend -- November 18, 2022

Scotch eggs: link here.

  • along with the "right" Scotch, my Saturday brunch
  • Thirsty Lion
  • eleven of them across the US
    • only eleven
    • another one soon to come to north Ft Worth 
      • strictest confidence; don't tell anyone
  • one of the eleven "owns" Denver"
  • one of the other eleven: one minute -- by foot -- from my house.

Houston: link here.

Reflections: 1969.

FRED: industrial production.

Apple:

  • after more than a decade of blogging, one thing I've noticed
    • a lot of folks have trouble reading graphs
  • hopefully you-all can read this one:

XOM - Guyana, link here:

  • this is simply incredible but I bet less than 1% of oil investors will read this
  • and even less will understand what this means -- on so many levels
  • I agree with the reader who wrote: I should have bought more Hess
  • to put this in perspective, the Bakken? about 100 miles x 100 miles = 10,000 square miles
  • to put this in perspective, the Bakken? about 50 billion bbls oil, conservative estimate




Gershwin:

The carnival is over: link here.

Storm: no name yet?

GRAND RAPIDS, Mich. (WOOD) — West Michigan is in the midst of one of the more prolific November snowfall events on record, and the totals will continue to add up through the weekend.
As of early Friday morning, the National Weather Service had recorded 10.1 inches of snow in Grand Rapids. They say it makes this the 10th-snowiest two-day stretch in November in Grand Rapids history
With snow falling through the day, there’s a chance it could move higher up the list before midnight.
The Winter Storm Warning has been expanded & extended and the Winter Weather Advisory has been extended. Both now run until 7 a.m. Sunday. They were originally set to expire early Saturday. Much of West Michigan is now under a Winter Storm Warning.

Marie Kondo: has a new book out.

  • I read her first book. Life-changing.
  • I won't buy her most recent book: it won't bring me any joy. 

I put a spell on you: link here.

Oh, and more oil, link here:


Tinker tailor: link here.

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