Locator: 44606B.
Margins, moats, rolling 30-year horizong. 50-40-5-5.
That's it, that's the whole story: link here. Amazon. AAPL.
Tracking taxes and administrations:
New Jersey commute to New York:
- enter NYC below 6th street: one way cost -- increased to $25
- was $15
- Starbucks coffee and croissant: $10
- the real reason for the toll increase: to try to save the subways
- with upwards of 50% of office workers still not returning to work, subways are "empty"
- here's the rest of the story: link here.
- by the way, that new commuter toll is not temporary
- first question: when was the last time the toll was raised?
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Back to the Bakken
Active rigs: 39.
Peter Zeihan newsletter.
WTI: $72.39.
Natural gas: $2.269.
Wednesday, May 10, 2023: 11 for the month; 63 for the quarter, 318 for the year
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RBN Energy: E&Ps provided record shareholder returns in 2022 but eye a leaner 2023.
The saying goes, “If you got it, flaunt it,” and the rise of social media has certainly accelerated the ostentatious display of sudden wealth by rock stars, rappers, tech billionaires, star athletes and others. While it might be unseemly for executives at oil and gas companies to indulge in bling from gold chains to $400,000 Maserati GranCabrios to half-billion-dollar mega-yachts, they weren’t shy about displaying their companies’ financial gains last year from surging commodity prices in the form of lavish shareholder returns that in some cases dwarf returns from the traditional dividend giants. In today’s RBN blog, we’ll detail the extraordinary 2022 returns allocated to oil and gas investors and discuss the warning signs that 2023 will be a leaner year.
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