Sunday Afternoon — What A Great Country — October 1, 2023

 Locator: 45620STREAMING.

Updates

Later, 7:56 p.m. CT, NFL SNF -- wow, "the chiefs are rolling." This threesome is absolutely amazing, a marketer's dream -- Travis Kelce, Patrick Mahomes, and Taylor Swift. The intro to the game? A SNL-like cold open for the "Swifties." Taylor is being televised more than Kelce. Pretty amazing.

Original Post

We have no televisions in the house. None. Nada. Zilch.

But we have more “screens” than Carter has liver pills, as we used to say, from the very, very small — the iPhone SE and the iPad Mini to the small-to-midsize, several Apple laptops, and the Apple’s largest desktop computer — a 27-inch screen — and then two huge Philips large flat screens.

Everyone has their own favorite package for all things streaming (OTT). For us:

• basic cable for access to internet only;
• Hulu
• Amazon Prime Video (“free” with Amazon Prime)

And that’s it. And I don’t think we’re missing anything.

I don’t know what it all costs. I don’t care. May pays for Hulu. I pay for the rest.

****

Dallas Cowboys

Two-point conversion after second touchdown was a thing of beauty.

Near halftime, “all Dallas.” 

21 - 3 over the New England Patriots.

It looks like Dallas plans “to make a statement” today.

 

But still: Dak Prescott is still the weak link. A second-tier quarterback in the NFL. Even Zack Wilson was more impressive than Dak Prescott yesterday.

• can't get a TD from the red zone;
• interceptions and sacks at the worse possible times;
• the field goal kicker and the defense are "saving" Dak Prescott

************************
We're On Pool Time

89°F at 6:00 p.m. Summer is winding down.

For Arianna, Who Had A Question -- October 1, 2023

Locator: 45619STEAK.

I'll sort this out later, but our oldest granddaughter must be doing some grilling in Nashville today and had a question about grilling, steaks, rubs, salt.

This is for her.

In Texas, the bible for steak.

  

BR Patton Wells In Bailey Oil Field

Locator: 45618PATTON.

The map:

The wells:

32791, conf, BR, Patton 1A TFH, Bailey,

17976, 110, BR, Patton 21-1H, Bailey, t9/09; cum 318K 7/23;

19775, 110, BR, Patton 31-1H, Bailey, t7/11; cum 408K 7/23;

 

32792, conf, BR, Patton 5A TFH, Bailey,

 

32715, conf, BR, Patton 3A TFH, Bailey,
 

32716, conf, BR, Patton 3B MBH, Bailey,

 

32717, conf, BR, Patton 3C TFH, Bailey,

Prime Target For AI -- October 1, 2023

Locator: 45617AI.

Actuaries: salaries.

European Golfers Crush The Americans -- October 1, 2023

Locator: 45616SPORTS.

Ryder's Cup: 16.5 to 11.5.

• most embarrassing
  
• I did not get up in the middle of the night to watch the match
• "replay" for American time zones: lousy, lousy coverage (NBC); saw very little actual golf; 
• mostly analysts / airheads telling us what happened -- and lots of ads.
  

College football: best college game of the day, yesterday? Notre Dame vs Duke.

• Notre Dame does it in style

NASCAR:

• today, Talladega, second race for the group of twelve

NFL:

• without question, the game to watch: Miami vs the Bills, 12:00 noon.
• Cowboys - Patriots, later this afternoon
• Chiefs - Jets: evening / night
• Thursday, earlier: Detroit Lions dominant
• Trevor Lawrence today in London: saved his career? But against Desmond Ridder (Atlanta)??
  

My Hunch: Someone's Running Scared -- A Shot Across The Bow -- October 1, 2023

Locator: 45615TECH.

Great news for AMD, others.

Huang's Law: GPUs.

Moore's Law: CPUs.

Memories -- October 1, 2023

Locator: 45614ARCH. 

This brings back great memories.

During my postings to Menwith Hill Station, Yorkshire, England, UK, back in the first decade of the 21st century, I literally "ran" down the hill every Sunday morning to the little village store and bought three Sunday newspapers: The [London] Guardian, The [London] Telegraph, and, The [London] Times.

From The Guardian:

I'm in good company.

At that village store, I would also buy fresh bread, bacon, eggs. I would run back up the hill, prepare an incredibly wonderful breakfast and spend the morning reading the newspapers before spending the rest of the day hiking the fields of Yorkshire. 

Wow, those were the days. 

Hermione Lee, the great biographer lives in Oxford and in Yorkshire.

***********************
The End Of Summer In Texas

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The Gilded Age

From Hermione Lee's biography of Edith Wwharton, page 47;

Wharton's versions of the dramatic economic developments of the "Gilded Age" was a personal and local one.

She came at it through lives of individuals, especially women, in the social group she knew.

She was not an American realist like Upton Sinclair or Frank Norris. She did not "do," head-on and large-scale, the building of the great monopolies in oil, steel and meat-packing, the mighty expansion of the railroads, the settlement of the West, the great surge in technological inventions, (the telephone, the car, the electric light), the expansion  of the communications industry, the massive increases in post-war industrial productivity between 1870 and 1910, the more than doubling of the population, the gathering waves of immigration, the phenomenal rise in incomes at the top (and the savage decline at the bottom), the titanic power of the bankers and financiers, the huge building programmes in the cities.

Wow, if this doesn't read like it could have been written about the US, 2010 - 2020. Just saying.

Substitutions:

She was not an American realist like Upton Sinclair or Frank Norris. She did not "do," head-on and large-scale, the building of the great monopolies in e-commerce, sports and blades, the mighty expansion of the government, the great migration to the south, the great surge in technological inventions, (AI, the EV, the smart phone), the expansion  of the communications industry, the massive increases in post-Reagan industrial productivity between 2010 and 2020, the more than doubling of the non-white population, the gathering waves of immigration, the phenomenal rise in incomes at the top (and the savage decline at the bottom), the titanic power of the Fed, the huge building programmes in the cities.

Until very recently I never "understood" the antagonism or the anger the young journalists, the disenfranchised, the novelists, the artists had for the bourgeoisie, although I think that Marxists have a slightly different view / interpretation / definition of bourgeoisie than most non-Marxists.

But recently, due to road construction, I have had to take a different route to Bob Jones Park, Southlake, TX, where Sophia has her soccer practice, I now understand the anger those aforementioned folks have with regard to the bourgeoisie. I now understand it. Seventy-plus years of age and I finally get it. It helped to have re-read Edith Wharton. 

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Asteroid City

See this link -- I'm in my Asteroid City phase.

A reader wrote this in response to a YouTube analysis of the movie.

I don't know if it was apocryphal -- I tend to believe not -- but it is said that the other folks on the set did not know that Jason Schwartzman was going to intentionally burn his hand. 

Filming took place between August and October, 2021, and among so many other interpretations, it was a commentary on the "whole Covid-19 thing." If so, the movie needs to be re-seen in that light.

I saw it three times in theater, and have watched it several times on Amazon Prime Video.

Of the many, many YouTube interpretations, I recommend this as among the top five, perhaps the best: https://www.youtube.com/watch?v=SD4txG0fDnM. 

It's very, very long....

The Sun Doesn't Shine In Toronto -- The Wind Doesn't Blow -- October 1, 2023

Locator: 45613SOLAR.

Link here.

Link here.

At twelve minutes, this is a very, very long read.

Barron's Appears To Be Down In Some Areas -- 9:46 A.M. -- October 1, 2023

US Labor -- The Wall Street Journal -- October 1, 2023

Locator: 45612ECON. 

US labor:

The Wall Street Journal. 

Another problem overblown. I'm still waiting for Peter Zeihan to weigh in on this one.

Southern Surge: exactly equals US birth rate on an annual basis. Most are families. 

*******************
5

Asteroid City.

Two More Incredible Hess BB-Olson Wells Coming Off Confidential List This Next Week -- October 1, 2023

Locator: 45611BB. 

The Hess BB-Olson wells in Blue Buttes are tracked here.

• 38273, conf, Hess, BB-Olson-150-95-09H-5, Blue Buttes,

Date	Oil Runs	MCF Sold
7-2023	19996	28828
6-2023	22838	33904
5-2023	28026	37758
4-2023	62111	51580

• 38272, conf, Hess, BB-Olson-LW-150-95-08H-1, Blue Buttes, 

Date	Oil Runs	MCF Sold
7-2023	20830	33643
6-2023	24728	44622
5-2023	31570	40141
4-2023	60990	70555

Enerplus Reporting Incredible Hay Draw Wells In Little Knife

Locator: 45610HAYDRAW. 

The maps:

Well of interest:

• 17715, IA/1,030, Enerplus, Hay Draw 34-1H, Little Knife, t9/08; cum 356K 11/22; no particularly great months, simply a "steady Eddy."

The wells:

•  38834, conf, Enerplus, Hay Draw 148-97-27-344-2H, Little Knife,

Date	Oil Runs	MCF Sold
7-2023	36326	62862
6-2023	35089	56937
5-2023	40490	59119
4-2023	9426	0

• 38835, conf, Enerplus, Hay Draw 148-97-27-34-3H, Little Knife,

Date	Oil Runs	MCF Sold
7-2023	32888	60589
6-2023	48589	74525
5-2023	40001	37682
4-2023	21	0

• 38836, conf, Enerplus, Hay Draw 148-97-27-34-4H, Little Knife,

Date	Oil Runs	MCF Sold
7-2023	33351	65546
6-2023	53135	115901
5-2023	39703	102998

•  38837, conf, Enerplus, Hay Draw 148-97-27-34-5H, Little Knife, 

Date	Oil Runs	MCF Sold
7-2023	31675	55940
6-2023	47572	79086
5-2023	25787	39218
4-2023	307	0

• 38838, conf, Enerplus, Hay Draw 148-97-27-34-6H, Little Knife,

Date	Oil Runs	MCF Sold
7-2023	27613	49876
6-2023	47220	84672
5-2023	27123	44961
4-2023	100	0

• 38839, conf, Enerplus, Hay Draw 148-97-27-34-7H, Little Knife,

Pool	Date	Days	BBLS Oil	Runs	BBLS Water	MCF Prod	MCF Sold	Vent/Flare
BAKKEN	7-2023	0	0	1	0	0	0	0
BAKKEN	6-2023	0	0	128	0	0	0	0
BAKKEN	5-2023	0	0	114	0	0	0	0
BAKKEN	4-2023	3	850	362	14807	943	0	910
BAKKEN	3-2023	0	0	0	0	0	0	0

• 38840, conf, Enerplus, Hay Draw 148-97-27-344-6H, Little Knife,

Date	Oil Runs	MCF Sold
7-2023	33867	64976
6-2023	40407	81758
5-2023	7783	13870
4-2023	208	0

Initial Production Data For Wells Coming Off Confidential List This Next Week -- October 1, 2023

Locator: 45609B. 

The wells:

• 39453, conf, Slawson, Golden Eye Federal 3-2H, Sanish, no production data,
• 39334, conf, CLR, Hegler 7-13H1, Little Knife, no production data,
• 38834, conf, Enerplus, Hay Draw 148-97-27-344-2H, Little Knife,

Date	Oil Runs	MCF Sold
7-2023	36326	62862
6-2023	35089	56937
5-2023	40490	59119
4-2023	9426	0

• 39335, conf, CLR, Hegler 8-13H, , Little Knife, no production data,
• 39651, conf, Ovintiv, Eide 150-99-6-7-5H, Tobacco Garden, no production data,
• 39336, conf, CLR, Hegler 9-13H1, Little Knife, no production data,
• 38837, conf, Enerplus, Hay Draw 148-97-27-34-5H, Little Knife,

Date	Oil Runs	MCF Sold
7-2023	27613	49876
6-2023	47220	84672
5-2023	27123	44961
4-2023	100	0

• 39650, conf, Ovintiv, Fleck 150-99-6-7-9HLW,
• 39337, conf, CLR, Hegler 10-13H,
• 38838, conf, Enerplus, Hay Draw 148-97-27-34-6H, Little Knife,

Date	Oil Runs	MCF Sold
7-2023	27613	49876
6-2023	47220	84672
5-2023	27123	44961
4-2023	100	0

• 39649, conf, Ovintiv, Fleck 150-100-1-12-8H, Sandrocks, no production data,
• 38840, conf, Enerplus, Hay Draw 148-97-27-344-6H, Little Knife, 

Date	Oil Runs	MCF Sold
7-2023	33867	64976
6-2023	40407	81758
5-2023	7783	13870
4-2023	208	0

• 39359, conf, CLR, Arthur 3-12HSL1, Little Knife, no production data,
• 38035, conf, PetroShale, Tahu 3MBH, Antelope, no production data,
• 39689, conf, WPX, Augustus 8-26H, Moccasin Creek, no production data,
• 38273, conf, Hess, BB-Olson-150-95-09H-5, Blue Buttes,

Date	Oil Runs	MCF Sold
7-2023	19996	28828
6-2023	22838	33904
5-2023	28026	37758
4-2023	62111	51580

• 38037, conf, Petroshale, Tahu 2TF2H, Antelope, no production data,
• 39691, conf, WPX, Nero 8-26H, Moccasin Creek, no production data,
• 39458, conf, CLR, Arthur 4-12H, Little Knife, no production data,
• 38990, conf, Hess, RS-Harstad-155-91-0433H-6, Stanley,

Date	Oil Runs	MCF Sold
7-2023	9695	4178
6-2023	12523	3467
5-2023	12072	5646
4-2023	2319	441

• 38272, conf, Hess, BB-Olson-LW-150-95-08H-1, Blue Buttes,

Date	Oil Runs	MCF Sold
7-2023	20830	33643
6-2023	24728	44622
5-2023	31570	40141
4-2023	60990	70555

• 38038, conf, Petroshale, Tahu 4kTFH, Antelope, no production data,
• 39690, conf, WPX, Marcus 8-26H, Heart Butte, no production data,
• 39459, conf, CLR, Arthur 12-5H1, Little Knife, no production data,
• 38033, conf, Petroshhale, Tahu 2MBH, Antelope, no production data,
• 39360, conf, CLR, Hegler 3-13HSL1, Little Knife, no production data,
• 39566, conf, Kraken, Cass 4-9 5H, Oliver, no production data,
• 39460, conf, CLR, Hegler 4-13H, Little Knife, no production data,
• 38989, conf, Hess, RS-Harstad 155-91-0433H-6, Stanley,

Date	Oil Runs	MCF Sold
7-2023	12920	6631
6-2023	14129	6203
5-2023	15284	8581
4-2023	22683	7269
3-2023	2877	0

• 38835, conf, Enerplus, Hay Draw 148-97-27-34-3H, Little Knife,

Date	Oil Runs	MCF Sold
7-2023	32888	60589
6-2023	48589	74525
5-2023	40001	37682
4-2023	21	0

Wells Coming Off Confidential List This Next Week -- October 1, 2023

Locator: 45608B.  

Wednesday, October 11, 2023: 26 for the month; 26 for the quarter, 596 for the year
39453, conf, Slawson, Golden Eye Federal 3-2H,
39334, conf, CLR, Hegler 7-13H1,
38834, conf, Enerplus, Hay Draw 148-97-27-344-2H,

Tuesday, October 10, 2023: 23 for the month; 23 for the quarter, 593 for the year
39335, conf, CLR, Hegler 8-13H,

Monday, October 9, 2023: 22 for the month; 22 for the quarter, 592 for the year
39651, conf, Ovintiv, Eide 150-99-6-7-5H,
39336, conf, CLR, Hegler 9-13H1,
38837, conf, Enerplus, Hay Draw 148-97-27-34-5H,

Sunday, October 8, 2023: 19 for the month; 19 for the quarter, 589 for the year
39650, conf, Ovintiv, Fleck 150-99-6-7-9HLW,
39337, conf, CLR, Hegler 10-13H,
38838, conf, Enerplus, Hay Draw 148-97-27-34-6H,

Saturday, October 7, 2023: 16 for the month; 16 for the quarter, 586 for the year
None.

Friday, October 6, 2023: 16 for the month; 16 for the quarter, 586 for the year
39649, conf, Ovintiv, Fleck 150-100-1-12-8H,
38840, conf, Enerplus, Hay Draw 148-97-27-344-6H,

Thursday, October 5, 2023: 14 for the month; 14 for the quarter, 584 for the year
39359, conf, CLR, Arthur 3-12HSL1,
38035, conf, PetroShale, Tahu 3MBH,

Wednesday, October 4, 2023: 12 for the month; 12 for the quarter, 582 for the year
39689, conf, WPX, Augustus 8-26H,
38273, conf, Hess, BB-Olson-150-95-09H-5
38037, conf, Petroshale, Tahu 2TF2H

Tuesday, October 3, 2023: 9 for the month; 9 for the quarter, 579 for the year
36961, conf, WPX, Nero 8-26H,
39458, conf, CLR, Arthur 4-12H,
38990, conf, Hess, RS-Harstad-155-91-0433H-6,
38272, conf, Hess, BB-Olson-LW-150-95-08H-1,
38038, conf, Petroshale, Tahu 4kTFH,

Monday, October 2, 2023: 4 for the month; 4 for the quarter, 574 for the year
39690, conf, WPX, Marcus 8-26H,
39459, conf, CLR, Arthur 12-5H1,
38033, conf, Petroshhale, Tahu 2MBH,

Sunday, October 1, 2023: 1 for the month; 1 for the quarter, 571 for the year
39360, conf, CLR, Hegler 3-13HSL1,

Saturday, September30, 2023: 123 for the month; 325 for the quarter, 570 for the year
39566, conf, Kraken, Cass 4-9 5H,
39460, conf, CLR, Hegler 4-13H,
38989, conf, Hess, RS-Harstad 155-91-0433H-6,
38835, conf, Enerplus, Hay Draw 148-97-27-34-3H,