Locator: 46670B.
Crawfish App: up and running; free. Crawfish now available in our area, running $9 to $12 / pound.
Apple iPhone: simply amazing; every day it seems I find another incredible feature that makes my life so much easier.
Apple M3: announcements this morning.
Somewhat of a surprise how early in March announcements made.M3 MacBook Air available for pre-order. A bit confusing but prices possibly slightly lower than previous models. With improvements (not best word) definitely much cheaper. Will fly off the shelves; will be #1 computer for college students this fall.
Breakeven: Saudi, Qatar:
Sports:
- basketball
- that Iowa - Ohio game was huge, yesterday; I'm hoping I can find it again, re-airing;
- average ticket price for yesterday's game: $546
- watching highlights now
- Caitlin looking to sign with Indiana Fever; their season tickets already rising
- women's March Madness begins March 20, 2024
- Vanderbilt, SEC, on the bubble, as they say
- men's: begins March 19, 2024
- rain-delayed PGA tournament concluded this morning
- leader started on 8th hole
- incredible: aired on Golf Channel to which I don’t subscribe and aired on Hulu (via Amazon Fire Stick on Philips big screen bought years ago at Walmart).
- Austin Eckroat, champion, by three strokes, first time winner at PGA tournament; automatic invite to Master’s later this year. Set all kind of records despite bogey on 14th; 50th start. Hadn’t won an event since 2019.
- elsewhere: $250,000 penalty for playing too slowly; article also explains why we didn’t see some big name players at this weekend’s PGA tournament.
Movies:
- lots of thoughts on Dune: Part 2; saw it last night; can't decide what to say about it
- Washington Post; over at RogerEbert.com;
- quick notes:
- huge for Dune fans; not my kind of movie
- while watching, flashed across my mind: Star Wars, Apocalypse Now -- both so much better than Dune.
- while watching, flashed across my mind: Bloom's The Western Canon, the Bible, Shakespeare plays;
- first Star War movies much better;
- minimal character development in Dune; can't warm-up / connect with Dune characters
- story line: dorky; not original at all
- too many scenes too dark (as in lighting, not story line)
- dialogue: not developed
- Christopher Walken: big disappointment; doesn't seem to fit; review here;
- $11.37 with tax; about the price of monthly subscription to Amazon Prime
Literature:
- Stuff Jeff Reads; looks like his last post was in 2022; Tristram Shandy; The Western Canon;
- Harold Bloom obit -- October 13, 2019; updated November 1, 2019; NYT;
Personal investing: lots of dividend cash this month, but for now, holding; honestly can't decide
- after two years of re-balancing the portfolio, not sure what to do next
- will wait to see what Jim Cramer says this a.m.; panelists at "Half-Time Report"
Dow 30 components, today, pre-market: link here.
Two tickers, I guess we'll start with the "A"s today:
Ford monthly sales: F up 4% today.
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Back to the Bakken
WTI: it's Monday, WTI is down; trading at $79.43.
Tuesday, March 5, 2024: 91 for the month; 150 for the quarter, 150 for the year
None.
Monday, March 4, 2024: 91 for the month; 150 for the quarter, 150 for the year
36282, conf, Enerplus, Warthog 149-93-31D-30H-TF,
Sunday, March 3, 2024: 90 for the month; 149 for the quarter, 149 for the year
40006, conf, Slawson, Thor 2-31-30H,
36280, conf, Enerplus, Meerkat 149-93-31D-30H,
None.
RBN Energy: with brutally. bearish fundamentals, how low could natural gas prices go?
It’s been a devastating few weeks for the natural gas market. Sure, Shale Era abundance was supposed to keep gas prices from skyrocketing — and it generally has. But seriously? Henry Hub gas sinking below $2/MMBtu — and staying there, in the depths of the winter heating season? Prices have stabilized a little in recent days as a few E&Ps announced cutbacks in capex and gas-focused drilling, but gas-storage levels are abnormally high, coal-plant retirements have trimmed opportunities for coal-to-gas switching, and any significant gains in LNG exports aren’t going to happen until this time next year. With all that, you’ve gotta ask — as we do in today’s RBN blog — how low could natural gas prices go?
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