Sunday, October 9, 2022

Something To Think About -- October 9, 2022

The future, to put this in perspctive:

  • automobile technology : EVs :: pharmaceuticals : mRNA.

mRNA vaccines were in development for two decades (? -- needs to be fact-checked) prior to coronavirus pandemic. 

mRNA technology has revolutionized prevention of infectious diseases and may have other uses.

Seasonal flu vaccines: by 2023, we should be seeing mRNA vaccines which will be much better than current seasonal flu vaccines. 


Cargill -- Chart Of The Day; Texas - Oklahoma Football; Buffett -- And All That Jazz -- October 9, 2022

Of the 42,269 posts that have been published, I am most "proud" of three:

  • the original post on Netflix;
  • the original post on Devon; and,
  • most recently the post on coal and the two reasons it's going higher.

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Cleaning Out The In-Box

Cargill, link here:

Warren Buffett, link here:

OU Sooners football, link here:

The Oklahoma Sooners might be down bad. 
They were destroyed by the Texas Longhorns in the 2022 edition of the Red River Showdown. 49 - 0
The 49-point loss comes a week after the Sooners lost by 30 to the TCU Horned Frogs
Oklahoma is now 3-3 after starting 3-0 and has given up 40-plus points in each of its losses.

Predicted Six Months Ago -- October 9, 2022

Link here.

Valero Responds To Governor Newsom -- October 9, 2022

Link here. I'm starting to appreciate Julianne Geiger more and more.

This is Valero's response:

And again:


Two-Million-BOPD Cut: Something New Or Just Stating The Obvious? October 9, 2022

Link here.


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A Meme?

 A meme? Accurate? I used to believe this. I'm no longer so sure. From twitter.


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If Not Enough Refiners,
Why In "Days Of Supply" Is Gasoline So "High"?

Link here
.

European De-Industrialization

Themes.

Themes - 2023.

European de-industrialization. 

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Posts

Germany de-industrialization, BASF announces plant closures in Germany.  February 25, 2023.

Sono Motors calls it quits, February 24, 2023.

UK-EV Arrival, December 5, 2022.

Battery factories, December 4, 2022.

ESG Is Dead -- Coal's Season To Shine -- October 9, 2022

Themes.

Themes - 2023.

Added: "ESG is dead."

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Updates

War on Larry Fink and BlackRock, link here.

Laugh, link here:

Jamie Dimon understands, link here:

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Original Post

First posted here, October 8, 2022.

From twitter:



Apple Chips -- October 9, 2022

For investors: link here.

Chips, semiconductor: link here.

If you know little about chips, this is a great site to bring you up to date.

The A16's higher cost is likely due in part to the chip being manufactured based on TSMC's 4nm process, while the A15 is a 5nm chip. iPhone chips could continue to increase in price as miniaturization continues, with rumors suggesting the A17 chip in iPhone 15 Pro models will be based on TSMC's 3nm process, and a DigiTimes report this week claiming that TSMC will begin volume production of 2nm chips in 2025.

Geekbench 5 benchmark results indicate the A16 chip delivers around 15% to 17% faster multi-core performance compared to the A15 chip. Only the iPhone 14 Pro and iPhone 14 Pro Max are equipped with the A16 chip, while the iPhone 14 and iPhone 14 Plus have the same A15 chip with a five-core GPU as found in iPhone 13 Pro models.



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For Investors

Link here.

Laser-Focused On Dividends -- October 9, 2022

Updates

October 16, 2022:

Original Post

 All from SeekingAlpha today.

This one from twitter:

  • Home Depot
  • Lowe's Companies
  • Tractor Supply Co
  • Costco Wholesale
  • Starbucks
  • Nike, Inc.
  • Broadcom
  • Bank of Ameerica
  • AbbVie
  • Union Pacific

Note:

  • AVGO shows up on several lists today.
  • nice to see:
    • PFE
    • ENB

Another list, from twitter:


From October 10, 2022, link here:

Hypocrisy 101 -- October 9, 2022

Some September 10, 2022:
  • The three most dangerous people in the western world today
    • King Charles III. 
    • Janet Yellen. 
    • John Kerry.

All three want oil production to cease immediately.

So, why is Ms Yellen so upset? I guess "reality sucks."

Initial Production Data For Wells Coming Off Confidential List This Next Week -- October 9, 2022

The wells:

  • 38365, conf, CLR, Fuller 5-2H, Little Knife, no production data,
  • 38849, conf, Ovintiv, Kramer 150-97-18-19-5HR, Siverston, no production data,
  • 38366, conf, CLR, Fuller 4-2H1, Little Knife, no production data,
  • 38811, conf, Crescent Point Energy, CPEUSC Defrance 3-12-1-158N-100W-MMBH, Winner, no production data,
  • 38810, conf, Crescent Point Energy, CPEUSC Fantuz 3-13-24-158N-100W-MBH, Winner, no production data,
  • 38398, conf, Hess, EN-J Horst 154-93-1112H-2, Robinson Lake,
DateOil RunsMCF Sold
8-20221402417060
7-20221496017819
6-20221622814904
5-20222243537279
4-20222787824117
  • 38809, conf, Crescent Point Energy, CPEUSC Defrance 4-12-1-158N-100W-MBH, Winner, no production data,
  • 38397, conf, Hess, EN-J Horst-154-93-1112H-1, Robinson Lake,
DateOil RunsMCF Sold
8-20221798020779
7-20221517815280
6-202211061317
5-20221407716026
4-2022217777192
  • 37846, conf, Whiting, Maki 11-27-2H, Sanish,
DateOil RunsMCF Sold
8-20221260416190
7-20221270719153
6-20221415818595
5-20221199812027
  • 38808, conf, Crescent Point Energy, CPEUSC Fantuz 4-13-24-158N-100W-MBH, Winner, no production data,

Very Few Wells Coming Off The Confidential List This Next Week -- October 9, 2022

This is really, really cool. Note almost a full week with absolutely no new wells coming off the confidential list. There is an explanation. I'll come back to this later, if I remember. 

Wednesday, October 19, 2022: 25 for the month, 25 for the quarter, 470 for the year.
38365, conf, CLR, Fuller 5-2H,

Tuesday, October 18, 2022: 24 for the month, 24 for the quarter, 469 for the year.
38849, conf, Ovintiv, Kramer 150-97-18-19-5HR,
38366, conf, CLR, Fuller 4-2H1,

Monday, October 17, 2022: 22 for the month, 22 for the quarter, 467 for the year.
None

Sunday, October 16, 2022: 22 for the month, 22 for the quarter, 467 for the year.
None

Saturday, October 15, 2022: 22 for the month, 22 for the quarter, 467 for the year.
None

Friday, October 14, 2022: 22 for the month, 22 for the quarter, 467 for the year.
None.

Thursday, October 13, 2022: 22 for the month, 22 for the quarter, 467 for the year.
None.

Wednesday, October 12, 2022: 22 for the month, 22 for the quarter, 467 for the year.
None.

Tuesday, October 11, 2022: 22 for the month, 22 for the quarter, 467 for the year
38811, conf, Crescent Point Energy, CPEUSC Defrance 3-12-1-158N-100W-MMBH,  

Monday, October 10, 2022: 21 for the month, 21 for the quarter, 466 for the year
38810, conf, Crescent Point Energy, CPEUSC Fantuz 3-13-24-158N-100W-MBH,
38398, conf, Hess, EN-J Horst 154-93-1112H-2,

Sunday, October 9, 2022: 19 for the month, 19 for the quarter, 464 for the year
38809, conf, Crescent Point Energy, CPEUSC Defrance 4-12-1-158N-100W-MBH,
38397, conf, Hess, EN-J Horst-154-93-1112H-1,
37846, conf, Whiting, Maki 11-27-2H,

Saturday, October 8, 2022: 16 for the month, 16 for the quarter, 461 for the year
38808, conf, Crescent Point Energy, CPEUSC Fantuz 4-13-24-158N-100W-MBH,

Video On The Bakken -- Age-Restricted -- YouTube -- October 9, 2022

See my post of December 17, 2009.

I posted a YouTube video at that post: a short CNBC special report on the Bakken. 

That video has been "removed" from my blog, identifying it as age-restricted and only accessible at the YouTube site itself. 

Here it is again. Immediately "removed."

Banned Books -- October 9, 2022

I believe Sophia is the top third grader reader in her school. She is reading at "sixth grade level." 

Yesterday, she and her mom were shopping at Barnes and Noble and stumbled upon the "banned book table." Wings of Fire is a series of books, but each stands alone. The series is clearly Sophia's favorite. She checks them out from the library, buys hard cover and soft cover editions, and even had me buy two soft cover books at the "book day fund raiser" at her school last year.

She was appalled when she found out it was a "banned book."

The 26-second movie clip:

Several months ago, I had her read the first couple of chapters to me -- before I knew anything about the book. And, wow, I understand why it was "banned." But, I was hearing it from an adult's perspective; she was reading it from an 8-year-old's perspective.

If this series is banned, then likewise Duolingo needs to be banned.

Note that Gone With The Wind is also banned.

Meanwhile, Texas has gone "nuts" with regard to banning books. Brown Bear Brown Bear is a picture book for three-year-olds and younger. 

And this is why I won't vote "Republican" in Texas. Actually, just one of several reasons.