Sunday, October 23, 2022
Inflation Watch -- October 23, 2022
October 23, 2022:
- Oatmeal, box of individual packets, Maple Sugar; 20 packets in a box
- Quaker Oats brand: $6.48 (Walmart)
- generic (GG): $3.48
- at 20 in a box, that works out to 16 cents / packet
- Starbucks: $3.58 / serving -- to add water and heat in microwave
Are You Kidding Me? October 23, 2022
Mississippi Covid-19 death rate 4x that of Vermont. Four times.
Kansas Chiefs at San Francisco: 44-23.
- The San Francisco 49ers had/have the #1 defensive team in the NFL.
Seattle Seahawks at Los Angeles Chargers: 37 - 23.
NASCAR: after getting slammed by Bubba last week, Kyle Larson wins race today;
- Bubba Wallace watched it from home; he was suspended one race after last week's childish behavior at 150 MPH
Starbucks: oatmeal for $3.50 when a Walmart packet costs 16 cents; link here --
- Oatmeal, box of individual packets, Maple Sugar; 20 packets in a box
- Quaker Oats brand: $6.48 (Walmart)
- generic (GG): $3.48
- at 20 in a box, that works out to 16 cents / packet
- Starbucks: $3.58 / serving -- to add water and heat in microwave
For The Archives
Initial Production Data For Wells Coming Off The Confidential List This Next Week -- October 23, 2022
The wells:
- 38870, conf, Kraken, Dragseth 9-4 2H , Winner, no production data,
- 38891, conf, CLR, Lime Rock Resources, Hansen B 18-19-2TFH, Stanley, no production data,
- 38892, conf, Lime Rock Resources, Hansen B 18-19-3TFH, Stanley, no production data,
- 38400, conf, CLR, Hess, EN-J Horst-154-93-1112H-4, Robinson Lake, no production data,
- 38893, conf, Lime Rock Resources, Hansen B 18-19-4TFHL, Stanley, no production data,
- 38817, conf, CLR,Bonneville 11-23HSL, Cedar Coulee, no production data ,
- 38399, conf, Hess, EN-J Horst-154-93-1112H-3, Robinson Lake, no production data,
- 38783, conf, CLR, Bonneville 8-23H, Rattlesnake Point, no production data,
- 38602, conf, WPX, Samuel Packineau 8HA, Mandaree, no production data,
- 38784, conf, CLR, Bonneville 9-23H, Rattlesnake Point, no production data,
- 38736, conf, WPX, Samuel Packineau 8HB, Mandaree, no production data,
- 38604, conf, WPX. Samuel Packineau 8HX, Mandaree, no production data,
Wells Coming Off The Confidential List This Next Week -- October 23, 2022
Wednesday, November 3, 2022: 2 for the month, 38 for the quarter, 483 for the year.
38870, conf, Kraken, Dragseth 9-4 2H ,
Tuesday, November 2, 2022: 1 for the month, 37 for the quarter, 482 for the year.
None.
Monday, November 1, 2022: 1 for the month, 37 for the quarter, 482 for the year.
38891, conf, CLR, Lime Rock Resources,
Sunday, October 30, 2022: 36 for the month, 36 for the quarter, 481 for the year.
38892, conf, Lime Rock Resources, Hansen B 18-19-3TFH,
38400, conf, CLR, Hess, EN-J Horst-154-93-1112H-4,
Saturday, October 29, 2022: 34 for the month, 34 for the quarter, 479 for the year.
38893, conf, Lime Rock Resources, Hanseen B 18-19-4TFHL,
38817, conf, CLR,Bonneville 11-23HSL,
38399, conf, Hess, EN-J Horst-154-93-1112H-3,
Friday, October 28, 2022: 31 for the month, 31 for the quarter, 476 for the year.
None.
Thursday, October 27, 2022: 31 for the month, 31 for the quarter, 476 for the year.
None.
Wednesday, October 26, 2022: 31 for the month, 31 for the quarter, 476 for the year.
38783, conf, CLR, Bonneville 8-23H,
Tuesday, October 25, 2022: 30 for the month, 30 for the quarter, 475 for the year.
None.
Monday, October 24, 2022: 30 for the month, 30 for the quarter, 475 for the year.
None.
Sunday, October 23, 2022: 30 for the month, 30 for the quarter, 475 for the year.
38602, conf, WPX, Samuel Packineau 8HA,
38784, conf, CLR, Bonneville 9-23H,
38736, conf, WPX, Samuel Packineau 8HB,
38604, conf, WPX. Samuel Packineau 8HX,
Lego: It's All About The Mini-Figures -- October 23, 2022
Minimum price for any Lego mini-figure sold separately: $10.
Collector mini-figures: upwards of $100 apiece but be careful -- prices vary considerably.
This one: Angelica of Queen Anne's Revenge, Pirates of the Caribbean.
Played by Penélope Cruz.
From Amazon:
This piece cost me $50, 10% off (but much, much less expensive on Amazon).
From the internet:
The Exercise Page, Part 3 -- October 23, 2022
Wow, I am really jazzed -- is that a phrase any more? See part 2 here.
The new fitness center is now open in our apartment complex! It is incredible. So many good things to say about it. It's all "Echelon." Anyone who knows "Echelon" will know what I'm talking about. It's amazing.
Photos, need to be re-taken.
Rowing: one hour. My favorite cardio.
Peloton: may become my favorite.
Everything is "saved" to one's "Echelon" account.
And the best part? The apartment complex has an outdoor swimming pool which I used as recently as yesterday (Saturday) and the day before (Friday).
But it's an outdoor pool and I want to swim every day throughout the winter. Guess what! EOS Fitness will open this month and will have an indoor swimming pool. No commitment. Sign up month-by-month. Cost, which includes the pool: 33 cents / day.
33 cents / day.
Watch for frequent updates.
Williston High School Beats Bismarck -- Cross-County -- By Eighteen Points -- October 23, 2022
The Coyotes won their seventh Class A boys cross country team state championship in program history and repeated as champions for the first time when the Coyotes won the 1979 and 1980 state titles.
Williston scored 46 points and was paced by senior Fynn Krenz who was the individual runner up with a time of 15 minutes, 37 seconds.
All five of the Coyotes’ runners who scored finished in the Top 20 for all state honors.
Other All-State finishers for the Coyotes were Ivan Askim (5th, 15:52) Ethan Moe (6th, 15:56), Thomas Haskins (15th, 16:34) and Kolden Kringen (18th, 16:40).
Teams:
1. Williston (46); 2. Bismarck (64); 3. Legacy (115); 4. Red River (151); 5. Century (155).
Individuals:
1.Brady Korsmo, Bismarck, 15:29; 2. Fynn Krenz, Williston, 15:37; 3. Quinn Roehl, Grand Forks Central, 15:39; 4. Aiden Johnson, West Fargo Sheyenne, 15:43; 5. Ivan Askim, Williston, 15:52; 6. Ethan Moe, Williston, 15:56; 7. Brady Goss, Devils Lake, 16:05; 8. Owen Hintz, Bismarck, 16:18; 9. Tyler Goss, Devils Lake, 16:19; 10. Brody Ferderer, Century, 16:20; 11. Owen Sondag, Fargo North, 16:20; 12. Eric Hasby, Legacy, 16:28; 13. Tyler Wahl, Bismarck, 16:30; 14. Morgon Brindley, Legacy, 16:34; 15. Thomas Haskins, Williston, 16:34; 16. Drew Rempher, Davies, 16:38; 17. Dalton Fleckenstein, Legacy, 16:39; 18. Kolden Kringen, Williston, 16:40; 19. Eli Hansen, Dickinson, 16:40; 20. Gabe Hanson, Bismarck, 16:44.
China's "911" -- Thank You, Mr Biden -- October 23, 2022
Note: two things.
- first, this is why I love to blog. Without blogging I would not have caught the "sub-14nm" reference nor paid attention to it (see Chips, semiconductor: link here);
- second, in this very, very long article mentioning no less than half a dozen chip companies, neither TSMC nor Apple are mentioned.
September 11, 2022.
China's "911."
Exclusive: Biden to hit China with broader curbs on U.S. chip and tool exports -sources
By Karen Freifeld and Alexandra Alper.
The Commerce Department intends to publish new regulations based on restrictions communicated in letters earlier this year to three U.S. companies -- KLA Corp , Lam Research Corp (LRCX.O) and Applied Materials Inc (AMAT.O), the people said, speaking on the condition of anonymity.
The letters, which the companies publicly acknowledged, forbade them from exporting chipmaking equipment to Chinese factories that produce advanced semiconductors with sub-14 nanometer processes unless the sellers obtain Commerce Department licenses.
The rules would also codify restrictions in Commerce Department letters sent to Nvidia Corp (NVDA.O) and Advanced Micro Devices (AMD.O) last month instructing them to halt shipments of several artificial intelligence computing chips to China unless they obtain licenses.
See link here for more.
Intel Corp (INTC.O) and startups like Cerebras Systems are targeting the same advanced computing markets. Intel said it is closely monitoring the situation, while Cerebras declined to comment.
One source said the rules could also impose license requirements on shipments to China of products that contain the targeted chips. Dell Technologies, Hewlett Packard Enterprise (HPE.N) and Super Micro Computer (SMCI.O) make data center servers that contain Nvidia's A100 chip.
See link here for more.
It should be noted, and Reuters did not note it in this article, that this "process" began with the Trump administration.
For those who think / thought that Biden and family have a special interest in China, this certainly puts a hole in that "thinking."
Following "911" in the US, America went to war with the Taliban and bin Laden across the Mideast, but mostly in Afghanistan.
Could this "China's 911" be the impetus for Beijing to "try to take" Taiwan by force?
Tectonic Shifts
Biden vs:
- Saudi Arabia
- Russia -- in a proxy war in Ukraine
- China -- semiconductors
Any one of these by themselves would be historic, but all three at the same time.
Meanwhile, in the US, Biden is also taking on Big Oil.
China -- New Administration -- October 23, 2022
Map of China: overlaid with the US --
- Beijing: Philadelphia
- Shanghai: Charleston, SC
- Guuangdong: Houston, TX
Laser-Focused On Dividends -- October 23, 2022
SCCO: huge cut in dividend, from 75 cents to 50 cents, but the quarterly dividend is very "volatile." The bigger concern is the pullback in price for SCCO. However, more on that later. SCCO still yields about 5 percent. In my new monthly allotment I will move SCCO to "semiconductors" -- yes, I know it won't make sense to most folks. I may change "semiconductors" to "beaten-down infrastructure companies." Does that help?
How to invest that first $1000.
Twenty dividend growth companies.
Abbreviated 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. Full disclaimer at tabbed link.
All my posts are done quickly: there will be content and typographical errors. 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.
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Current Investing Allocation
I recently changed my "new-money"allocation from 50 - 30 - 20 to:
- 40%: Blue Chip, Buffeett-like companies
- 30%: semi-conductor
- 20%: oil
- 10%: mRNA
