Sunday, July 30, 2023

This Week -- July 30, 2023

 Locator: 45252INV.


Of interest.

Monday: 
  • RIG
  • FANG
Tuesday:
  • PFE
  • CAT
  • AMD
  • DVN
  • PXD
Wednesday:
  • QCOM
  • OXY
  • APA
Thursday:
  • BUD
  • AMZN
  • AAPL
  • LNG
  • WBD
  • COP
Friday:
  • NKLA
  • ENB
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North Dakota Stratigraphic Column

Locator: 45251B.

Link here.

Also linked at "Data Links" and at the sidebar at the right.

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Spatial Computing

Locator: 45250TECH.

Updates

January 23, 2024: Vision Pro, early numbers.

Background

Chips, semiconductor: link here.
Tags: AI, artificial intelligence; Vision Pro; spatial computing. 


Links:
  • spatial computing, wiki; 
  • wiki says the term was "defined" in 2003 by Simon Greenwold. In fact, Simon defined the term in 1995 and the wiki site has been updated;
  • Simon Greenwold was majoring in English and Applied Math at the time, at Yale University
  • which companies are now "marketing" spatial computing?
    • Apple
    • quick: name Microsoft's spatial computing product and its current price.




The importance of the article below. Two things, PC Magazine and the date: June 15, 2023. 


Apple introduced Vision Pro and spatial computing to its audience in its June, 2023, WWDC.


The price for the Microsoft product? Here.
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Solar Energy -- Heat -- July 30, 2023

Locator: 45249SOLAR.

Amazing maps. Link here. Sunshine duration in hours per year:


Wind? We will see the same thing with regard to wind, but the metrics will have to figured a bit differently.

Say what? Link here.


But it's gonna get cooler. Link here.

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Labels:

Katie Ledecky -- Update -- The Greatest Of All Time -- July 30, 2023

Locator: 45248GOAT.

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How In The World Did Inflation Fall So Fast? July 30, 2023

Locator: 45247ECON.
Updates

Others are now asking the same question. I've been asking it for quite some time. With regard to this question, I've been impressed with the lack of intellectual curiosity. I think JPow gets it. Almost no one else did.


Recent good news on inflation has ignited a debate over how much central banks’ interest-rate increases are responsible.

The answer matters for where inflation and interest rates are headed. The Federal Reserve and the European Central Bank in the past week lifted their benchmark interest rates to 22-year highs and left the door open to additional increases.

If higher rates weren’t responsible for the progress on inflation to date, that suggests central banks may be able to lower them before a painful recession sets in.

Central banks generally see their influence on inflation coming through higher rates damping the demand for goods, services and workers, which leads to higher unemployment. That in turn puts downward pressure on prices and wages.

Only the second part of that sequence has occurred. Inflation fell to 3% in the U.S. in June, according to the Fed’s preferred gauge, the personal-consumption expenditures price index, down from 7% one year earlier. Yet the unemployment rate, at 3.6% in June, has held steady for the past year.

In the eurozone, inflation declined to 5.5% in June, the lowest level in nearly 18 months, and unemployment has drifted to the lowest in more than 25 years.

There are competing explanations for this.

One camp argues that inflation has been mostly driven by supply shocks that are going away on their own—much as a postwar surge in the late 1940s unwound by itself. The ripple effects gave the illusion of broader, more persistent price increases.

Take the auto market. Sellers weren’t able to meet pent-up demand two years ago, leading to huge price increases, which in turn spawned higher prices later on for car repairs and auto insurance.

Similarly, a surge in household formation during the pandemic sent up housing prices and rents.

The first camp attributes most of the recent decline in inflation to the ebbing of these one-time supply disruptions, not rate increases, which are supposed to work through the labor market. “It’s calling into question a lot of the old assumptions,” said Lindsay Owens, executive director at the Groundwork Collaborative, a liberal think tank.
Much more at the link.
Original Post

Locator: 45233ECON.

Tag: supply, demand, sunglasses.


And it would have fallen even faster had it not been for "greedflation." Which, by the way, continues, particularly in the EV sector. Having said that, this is not so much "greedflation" as simply doing what it takes to avoid bankruptcy.
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Market Overbought? Trefis -- AirDrop -- July 30, 2023

Locator: 45246B.

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. 

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.  

Again, all my posts are done quickly. There will be typographical and content errors in all my posts. If any of my posts are important to you, go to the source.

Recession obsession: we all agree. There will be a recession.

Market overbought?


Some folks (e.g., Bloomberg) are now concerned that the market is overbought after recent huge gains.  It might help to note that one company accounted for the Dow's entire first-half gains.

You may want to read that and let that sink in: one company accounted for the Dow's entire first-half gains.

And, then, look at this:
Six names have made up 98% of its advance since June, according to DataTrek: Goldman Sachs, UnitedHealth, Boeing, Home Depot, Amgen, and Salesforce. Through the first half of the year, Goldman, UnitedHealth, and Amgen were among the index's worst performers. The first two are the two highest-weighted stocks in the index.
**********************************
Trefis


Three links to Trefis, two via Forbes.
****************************
How to Use AirDrop

I use this multiple times every day; incredible it's usefulness. Free on Apple devices.

Transferring sensitive information in airports? The images are encrypted when sent.


AirDrop: wiki.
From Forbes, link here.
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Initial Production Data For Wells Coming Off Confidential List This Next Week -- July 30, 2023

Locator: 45245B.

The wells:
  • 39456, conf, CLR, Edward 6-23H1, Little Knife, no production data,
  • 38946, conf, Hess, BW-Rolfson-151-98-2116H-13, Siverston,
DateOil RunsMCF Sold
5-20231748349017
4-20232506960590
3-20232092330767
2-20233489461898
  • 39457, conf, CLR, Edward 6-23H1, Little Knife, no production data,
  • 39314, conf, Stephens Williston DBA SEG Williston, Gernand 13X-32d Ross, no production data,
  • 39313, conf, Stephens Williston DBA SEG Williston, Gernand 13X-32C, Ross, no production data,
  • 38947, conf, Hess, BW-Rolfson-151-98-2116H-14, Sivertson, 
DateOil RunsMCF Sold
5-20232278668408
4-20233260094010
3-20233631178575
2-20234345852274
  • 39570, conf, Challenger Point Energy, Jacobsen 13-6, Woburn, no production data,
  • 39539, conf, WPX, Two Shields Butte 16-8-7-13HA, Heart Butte, no production data,
  • 39480, conf, CLR, Meadowlark 12-6HSL1, Chimney Butte, no production data,
  • 39472, conf, Ovintiv, Newman 150-97-21-16-1H, Sivertson, no production data,
  • 35018, conf, BR, Lillibridge 1C MBH, Blue Buttes, no production data, 
  • 39540, conf, WPX, Two Shields Butte 16-8-7-13H3U, Heart Butte, no production data,
  • 39473, conf, Ovintiv USA, Newman 150-97-21-16-14H, Sivertson, no production data,
  • 39436, conf, Eagle Operating, V-M 5-7, Feldner Coulee, no production data,
  • 39157, conf, CLR, Kiefel 4-36H, West Capa, no production data, 
  • 39474, conf, Ovintiv USA, Newman 150-97-21-16-2H, Sivertson, no production data,
  • 39158, conf, CLR, Kiefel 5-36H, West Capa, no production data, 
  • 39338, conf, Petro-Hunt, Mongoose 149-102-8C-5-4H, Charbonneau, no production data,
  • 38686, conf, Hess, GO-Ron Viall-156-98-2513H-1, Wheelock,
DateOil RunsMCF Sold
5-20233055768838
4-20231481528516
3-20231228820309
2-20235036141098
1-2023833686
  • 39339, conf, Petro-Hunt, Arsenal Federal 149-102-17B-20-4H, Charbonneau, no production data,
  • 39159, conf, CLR, Kiefel 6-36H, West Capa, no production data, 
  • 38948, conf, Hess, BW-Rolfson-151-98-2116H-15, Sivertson,
DateOil RunsMCF Sold
5-20232032561752
4-20232700076202
3-20232727961488
2-20234714052551
1-202356735814
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Wells Coming Off Confidential List This Next Week -- July 30, 2023

Locator: 45244B.

Wednesday, August 9, 2023: 15 for the month; 217 for the quarter, 472 for the year
39456, conf, CLR, Edward 6-23H1,

Tuesday, August 8, 2023: 14 for the month; 216 for the quarter, 471 for the year
38946, conf, Hess, BW-Rolfson-151-98-2116H-13,
 
Monday, August 7, 2023: 13 for the month; 215 for the quarter, 470 for the year
39457, conf, CLR, Edward 6-23H1,

Sunday, August 6, 2023: 12 for the month; 214 for the quarter, 469 for the year
39314, conf, Stephens Williston DBA SEG Williston, Gernand 13X-32D,
 
Saturday, August 5, 2023: 11 for the month; 213 for the quarter, 468 for the year
39313, conf, Stephens Williston DBA SEG Williston, Gernand 13X-32C, 
38947, conf, Hess, BW-Rolfson-151-98-2116H-14, 

Friday, August 4, 2023: 9 for the month; 211 for the quarter, 466 for the year
39570, conf, Challenger Point Energy, Jacobsen 13-6, 
39539, conf, WPX, Two Shields Butte 16-8-7-13HA,
39480, conf, CLR, Meadowlark 12-6HSL1, 
39472, conf, Ovintiv, Newman 150-97-21-16-1H,
35018, conf, BR, Lillibridge 1C MBH,

Thursday, August 3, 2023: 4 for the month; 206 for the quarter, 461 for the year
39540, conf, WPX, Two Shields Butte 16-8-7-13H3U, 

Wednesday, August 2, 2023: 3 for the month; 205 for the quarter, 460 for the year
39473, conf, Ovintiv USA, Newman 150-97-21-16-14H,
39436, conf, Eagle Operating, V-M 5-7,
39157, conf, CLR, Kiefel 4-36H,
 
Tuesday, August 1, 2023: 94 for the month; 202 for the quarter, 457 for the year
None. 

Monday, July 31, 2023: 94 for the month; 202 for the quarter, 457 for the year
39474, conf, Ovintiv USA, Newman 150-97-21-16-2H,
39158, conf, CLR, Kiefel 5-36H,

Sunday, July 30, 2023: 92 for the month; 200 for the quarter, 455 for the year
39338, conf, Petro-Hunt, Mongoose 149-102-8C-5-4H,
38686, conf, Hess, GO-Ron Viall-156-98-2513H-1,

Saturday, July 29, 2023: 90 for the month; 198 for the quarter, 453 for the year
39339, conf, Petro-Hunt, Arsenal Federal 149-102-17B-20-4H,
39159, conf, CLR, Kiefel 6-36H, 
38948, conf, Hess, BW-Rolfson-151-98-2116H-15,
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