Tuesday, November 12, 2024

Media -- Post-Election -- November 12, 2024

Locator: 48748MEDIA. 

Link here.

MSNBC saw its audience crater on Thursday and Friday, just days after the left-of-center network beat CNN in election night ratings for the first time ever.
Thursday’s total average daily viewers on Fox News came in at 2.6 million and 375,000 in the coveted 25-54 age demographic, according to Nielsen data. Meanwhile, MSNBC brought in only 596,000 total viewers and 71,000 in the demo. CNN brought in 419,000 total viewers on Thursday and 91,000 viewers in the demo.

These numbers mean nothing if Joy Reid is not let go. 

Morning Joe had a very, very right-leaning discussion between the dual hosts. I was quite surprise. Joe Scarborough tried to walk back his comments from the past several years. It was incredibly obvious they were concerned about their credibility. 

The credibility of these legacy networks was completely lost when their analysts could not even call various elections when it was obvious what was going on election night. Even so, The New York Times is still not calling several US House races even though the concession speeches have been made in three or four races. I don't think TNYT has updated the ballot count / results in the past couple of days.

See my update from late last night (or early this morning) which I've posted on twitter.

WTI Is Again Well Below $70 --- November 12, 2024

Locator: 48747B.  

US oil production: do we need "drill, baby, drill"? Link here.

***********************************
Back to the Bakken

WTI: $68.50.

Wednesday, November 13, 2024: 16 for the month; 76 for the quarter, 590 for the year
None.

Tuesday, November 12, 2024: 16 for the month; 76 for the quarter, 590 for the year

  • 40557, conf, CLR, Christopherson 5-14H,

Monday, November 11, 2024: 15 for the month; 75 for the quarter, 589 for the year

  • 40637, conf, CLR, Vandeberg 5-35H,

Sunday, November 10, 2024: 14 for the month; 74 for the quarter, 588 for the year

  • 42323, conf, Grayson Mill Operating, Hovland 26-35 XE 1H,
  • 40316, conf, Grayson Mill Operating, Hovland 26-35 9H,
  • 40315, conf, Grayson Mill Operating, Hovland 26-35 8H,
  • 40292, conf, Grayson Mill Operating, Hovland 26-35 7H,

Saturday, November 9, 2024: 10 for the month; 70 for the quarter, 584 for the year

  • 40638, conf, CLR, Christopherson 6-14H, 

RBN Energy: when considering assets at risk to hurricanes, don't overlook offshore wind.

The Atlantic hurricane season often evokes worries about the oil and refined products industry, even far up the East Coast, thanks to the widespread impact of Superstorm Sandy a dozen years ago. But electricity production would also be at risk should a major storm once again make its way up the Eastern Seaboard thanks to the large-scale wind farms under development there, which are seen as important parts of plans to boost power generation and decarbonize the grid. In today’s RBN blog, we’ll examine the threats, how they might impact Atlantic Coast wind power, and how offshore turbines are designed to withstand severe storms.  offshore wind.  

Monday, November 11, 2024

Well, Well, Well -- Look At This -- Is The New York Times Playing Games? Winner, Winner, Chicken Dinner — November 11, 2024

Locator: 48746TRUMP.

Trump 2.0 tracked here

From there, US House being tracked here.

From there, The New York Times tracking the votes.

Right now, 11:38 p.m. CT, November 11, 2024, screenshot:

These are the eight likely races that the GOP will win. Right now, the GOP has 214 seats; needs 218 seats for the majority.

Let's take a look at the seventh one on that list: Evans, Colorado's 8th congressional district, said by The New York Times still too close to call. With greater than 95% of the votes tallied this looked fishy. So I dug a little deeper. One click and this screenshot:

One day ago, yesterday, Denver7 said that Republican Gabe Evans wins (and flips) Colorado's 8th congressional district. Whoo-hoo!

But what's the story with The New York Times? I'm sure the results of at least two other races have also been decided but I'm tired, headed to bed. We can check tomorrow.

Okay, one more. Ciscomani, Arizona -- another GOP winner.

The New York Times: losing credibility.

Valadao in California won also. That's three. 

Also, in California, Calvert won also. That's four.

And that's official.

GOP: president, US House, and US Senate.

That doesn't happen too often.

We'll see if Morning Joe reports it in the a.m.

Okay, now I'm heading to bed.

For USAF Veterans — November 11, 2024

Locator: 48745USAF.

 https://www.youtube.com/shorts/4VAU9SZIYFg


https://www.youtube.com/watch?v=D1F1lvyKAIg


https://www.youtube.com/shorts/r2NvuuTddSA


https://www.youtube.com/shorts/k-il7_jZOc4


https://www.youtube.com/shorts/Pd_jhq_bDuY


https://youtu.be/u9Dg-g7t2l4?si=15IPb2ZyXWPuY4Ro


https://youtube.com/shorts/-1mbecWIdIQ?si=346wTR1SbTSsc-vc

Fast And Furious And Another Floridian -- November 11, 2024

Locator: 48744TRUMP. 

Wow, compared to the Biden picks four years ago, wow, Trump is bringing a lot of adults to his administration. 

So far, the best group of picks I've seen in any administration in recent memory. Compare any of his picks so far with Jennifer Granholm (SecEnergy, a politician, no experience in energy); Pete Buttigieg (politician, no experience in transportation); AG Merrick Garland (no credibility); Deb Haaland (has anyone even seen her; a politician from New Mexico; Interior.

Representative Mike Waltz, R-Florida, has been offered the role of national security adviser by Trump.

Wiki. Colonel in the US Army. One of the most visible surrogates during the 2024 campaign, spearheading military outreach and helping with the Veterans for Trump coalition. Think Gold Star Families.

Trump 2.0 is tracked here.

Another Floridian.

Marco Rubio -- Secretary Of State -- November 11, 2024

Locator: 48743TRUMP.

Trump 2.0 is tracked here.

Another Floridian.

Rubio and Trump are on the same page in the effort to stop Venezuela's oil exports. Complete embargo.

**********************
The Order In Which The "Nominations" Are Being Named

The order the nominations are being announced is very, very, very interesting.

  • Chief of Staff -- first female chief of staff in history of the US
  • Immigration -- received accolades from Obama on immigration control
  • Deputy Chief of Staff for Policy (Immigration) -- probably the #1 policy maker on immigration
  • Ambassador to UN -- from where is illegal immigration a problem? Mexico. Where best to handle Mexico? Through the UN?

Intel -- Two Trading Days Later -- November 11, 2024

Locator: 48745TECH.

Updates

November 11, 2024: link here. TSMC will halt shipments of advanced chips to China immediately. If you go to the link, read the remark made by Mark Zuckerberg.

November 11, 2024: link here.

Ticker today:

Original Post

Previously posted with an update:

*************************
Meanwhile, The Mess Over At Intel Continues

Link here.

A Linux patch suggests that Intel engineers plan to implement a feature that tags your system as vulnerable if you're running outdated microcodes, (via Phoronix). This comes in light of the recent Intel 13th Generation and 14th Generation degradation fiasco, which is now pushing Team Blue towards a class action lawsuit.

The patch argues that you cannot run a system with old microcode and consider it safe. Microcode is basically a set of instructions in the CPU that can be updated post-launch to fix critical flaws and security vulnerabilities. The patch proposes that users should be informed clearly and concisely that their PC is potentially unsafe - marking the system as vulnerable or not vulnerable. The author calls to report this vulnerability in "/sys/devices/system/cpu/vulnerabilities/old_microcode", so that a single file can be used to prompt the user to update their microcode.

Update, Saturday, November 9, 2024: with regard to the "mess over at Intel," link here:


Or, direct to The Verge.

From the linked article:

Reviews of Intel’s new Arrow Lake-based Core Ultra 9 200S-series processor have been lackluster, specifically when it comes to gaming performance, but Intel says that’s not the end of the story.
Its new chips should be performing better, and the company will have an ETA on getting them there soon, according to Robert Hallock, Intel’s VP and GM of client AI and technical marketing, in a new interview with HotHardware’s Dave Altavilla and Marco Chiappetta.
Intel was up-front in saying these new chips wouldn’t beat AMD’s chips for gaming. But reviewers’ findings have been unexpectedly poor. Despite some efficiency gains like those noted in Tom Warren’s Verge review of the Core Ultra 9 285K, the new chip seems to lag behind even Intel’s earlier Raptor Lake chips in gaming. That’s to say nothing of its performance versus AMD’s very good Ryzen 9800X3D.

It will be interesting to see if analysts read these reports.

**********************************
Disclaimer
Brief Reminder 

  • I am inappropriately exuberant about the US economy and the US market.
  • I am also inappropriately exuberant about all things Apple. 
  • See disclaimer. This is not an investment site. 
  • 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 something appears wrong, it probably is. Feel free to fact check everything.
  • 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. 
  • Reminder: I am inappropriately exuberant about the US economy and the US market.
  • I am also inappropriately exuberant about all things Apple. 
  • And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia.
  • Longer version here.

The COP29 Update -- November 11, 2024

Locator: 48742ENVIRONMENT. 

I'm lovin' it! Jesse Watters. The Megyn Kelly Show. 

But I draw the line at Joy Reid. LOL. Although I may tune in for a moment or two. She's just so much to watch. LOL. [By the way, Megyn Kelly thinks MSNBC will let Joy Reid go.][Apparently Joy Reid liberal women are shaving their heads to show their defiance.] I learned a lot tonight on the Megyn Kelly show tonight. Nothing to do with right / left; conservative / liberal, but simply more about the issues in the Trump-Harris campaign. Top three issues -- and each issue was singly responsible for Trump winning -- but each issue was unique in different areas of the country -- the three issues -- inflation (high cost of groceries); immigration; trans. And that was it. Across all demographics the #1 issue was trans.
Again, I haven't watched these shows prior to six days ago, and now I'm addicted. YouTube has really raised the bar. Full episodes. Almost ad-free.
I can catch highlights of any sports event that I might have missed. It's amazing.

Kyoto Protocol: I've long lost the bubble on the Kyoto Protocol and the Paris Agreement. Apparently this is where it stands.


From Bjorn today:


COP29: the 29th conference of the UN Climate Change Conference -- Baku, November, 2024.

The latest:

At the link, look at the attendees. Looks like a rogues list of grifters. Wow, what a group. My hunch: Trump's executive order has already been written, if not already signed. Just needs to be dated.

And then, this:


Who knows? Maybe he will surprise us.

**************************
Colugos Vs Lemurs

Colugos vs lemurs.

KPCOFLGS.

King Phillip carried off freedom-loving girl scouts.

Kingdom.

Phylum.

Class.

Order ("sisters")

Family (each "sister" has an extended family / families).

Genus. 

Species.

*******
Class: Mammalia

Orders: there are 26 - 29 orders within the Mammalian class, including primates, carnivores, marsupials, and "dermopteras."

Lemurs are primates.

Colugos, often called flying lemurs, are not lemurs. In fact, they are not even in the same order as lemurs (primates).

Colugos are in a separate order of mammals: the order -- dermoptera, from the Greek, derma - skin and pteron - wing.

Lemurs: omnivores (like humans). Madagascar only.

Colugos: strict herbivores. Broad range -- southeast Asia. 

So, both are mammals but they are "sisters" (orders) within the mammalian class. The mammalian class has 26 - 29 sisters (orders).

US House Control --- Again, The Sixth Industrial Revolution -- November 11, 2024

Locator: 48741ARCHIVES. 

Breaking news: former NY GOP rep Lee Zeldin will lead the EPA. Wiki. Trump 2.0 is tracked here

His first interview on Fox News: pursue energy dominance; make the US the AI capital of the world; rejuvenate the US automobile manufacturing sector. Roll back regulations that hinder US businesses. Constitutionally, the EPA is pretty low on the totem pole but the EPA has learned how to leverage the vague laws passed by the US Congress to the advantage of the progressives and against the working American. Speaking of guard rails: the EPA has probably "gone out of its lanes." Time for the EPA administrator to get the EPA back inside its lane.

Bingo: for those playing "Trump Bingo" at home, a talking head on CNBC just said "Goldilocks" when discussing Home Depot. 

Now, back to regular programming.

Politics.

US House.

Link here.

Commentary: I noted this morning that all the "liberal" political talk shows seem to have been making the same comments following the election. Now it makes sense. The "Pelosi" talking paper has been released and that will become / has become the official post-mortem for the Democrats political debacle. 

Link here to the official "Pelosi Post-Mortem, 2024." This was the Times take-away: the election was not a rebuke of the Democrats. Maybe. Maybe not. But certainly a rebuke of the Democrat nominee. Kamala Harris did not do better than Biden in 2020 in any county in the entire US. Did not do better in any one county in the entire US. Yes, I would call that a rebuke.

Rachel Maddow airs tonight. Her talking points will parrot Pelosi's talking points.

****************************
Market

S&P 500 closes above 6,000 for first time ever.

For those fully invested, the next four years could be amazing.

The sixth industrial revolution.

I'm not sure where "Bitcoin" fits into this model. A key component of the six industrial revolution is the huge amount of energy the US is going to need over the next twenty years. "Bitcoin" mining is going to add to that demand. 

Link here.

*****************************
Back to the Bakken

WTI: $68.11. Watch the price of gasoline plummet (except in California).

Veterans Day: no daily activity report.

Update On CLR/s Activity In The Brooklyn Oil Field -- November 11, 2024

Locator: 48740CLR.

The map:


The wells:

  • 20491, A, CLR, Charleston 1-22H, Brooklyn, t2/12; cum 296K 9/24;


  • 31341, conf, CLR, Olympia 3-27H, Brooklyn, t--; cum --;
  • 31342, conf, CLR, Olympia 2-27H, Brooklyn, t--; cum --;
  • 31343, conf, CLR, Charleston 3-22H, Brooklyn, t--; cum --;
  • 31344, conf, CLR, Charleston 2-22H, Brooklyn, t--; cum --;
  • 30096, 1,543, CLR, Charleston 4-22H1, Brooklyn, t8/17; cum 349K 9/24;
  • 30095, 2,043, CLR, Charleston 5-22H, Brooklyn, t8/17; cum 404K 9/24;

  • 20475, 808, CLR, Olympia 1-27H, Brooklyn, t10/11; cum 388K 9/24;
  • 30094, 1,506, CLR, Olympia 4-27H1, Brooklyn, t8/17; cum 308K 9/24;
  • 30093, 1,854, CLR, Olympia 5-27H, Brooklyn, t8/17; cum 492K 9/24;
  • 31564, PNC/LOC, CLR, Olympia 7-22H, Brooklyn,
  • 31567, PNC/LOC, CLR, Olympia 6-22H1, Brooklyn,
  • 31566, PNC/LOC, CLR, Olympia 7-27H, Brooklyn,
  • 31567, PNC/LOC, CLR, Olympia 6-27H1, Brooklyn,

Made My Day -- Betting Against Trump Is A Bad Bet -- November 11, 2024

Locator: 48739INVESTING.

Both screenshots from November 11, 2024:


ABBV tanks.

********************************
Energy Demand

Link here.

Reminiscing On Veterans Day -- November 11, 2024

Locator: 48738ARCHIVES.

Wow, another beautiful day in north Texas. Again, on the balcony. I didn't think much about Veterans Day today until I received a few "thank you" notes from readers, friends, and families.

But then I walked to the mail center, forgetting that mail would not be delivered today, and the first thought that flashed across my mind: Decimomannu, Sardinia, Italy. I was deployed there many times with F-15 squadrons from Bitburg Air Base back in the 1980s. The weather today, here in north Texas, feels just like the weather I remember in the Mediterranean this time of year. Interestingly, I can vaguely sense the smell of JP-4 (?) jet fuel being used at DFW a mile or so away.

Back in the 1980s, on the island of Sardinia, walking out to the flight line at Decimomannu I had a Pavlovian response to the smell of JP-4. It was about a mile trek from billeting to the flight line. I vividly remember the day the wing commander picked me up in his Air Force sedan and drove me to the flight line. That was a big deal.

So, to post some photos I went to the Bat Cave and took some photos of photos. I was too lazy to take them down off the wall, etc., etc. On aircraft that I didn't fly, I often supported the air crews in various capacities.

I flew on almost every aircraft in the USAF inventory in the 1980s. Some notable exceptions. Obvious exceptions: single seaters (A-10) and reconnaissance jets like the RC's and the SR-71. Electively I chose not to take a ride in the F-16, but I flew in the F-104,  (German), the F-100 (civilian-operated), F-111 (nuclear-capable). The F-15, as mentioned many times, was my assigned aircraft. I flew on almost every "heavy" USAF a/c: C-130, C-141, KC-135, C-5. the Army's C-12.

Above, with our older daughter, Public Health Service. I'm eager to get a photo of her daughter, our granddaughter currently in AF-ROTC at Stanford University, California.




I was unaware of the nickname for the F-104 until after I had flown in -- hypersonic 250' above the Mediterranean -- allowed by the Germany Air Force -- minimums for the USAF: 500'.

Unemployment: France, Germany -- November 11, 2024

Locator: 48737EU.

France


Germany:

Cramer's First Hour, Part 1 -- Veterans' Day -- Markets Open -- November 11, 2024

Locator: 48736CRAMER. 

Cramer off this morning. Sara Eisen occupying his spot at the table.

"Animal spirts." First word on my bingo care this morning. Tom Lee, pre-market commentary.

Cramer's first hour: a mix of facts, factoids, opinions from various sources -- often not cited -- while listening to Cramer's first hour on CNBC. 

All of a sudden: Trump's "wildest" policy proposals are gaining traction in the mainstream / legacy media. 

US debt? Not a problem. From Forbes:

For the next four years, will never get old: Whoopi Goldberg on The View

**********************************
Disclaimer
Brief Reminder 

  • I am inappropriately exuberant about the US economy and the US market.
  • I am also inappropriately exuberant about all things Apple. 
  • See disclaimer. This is not an investment site. 
  • 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 something appears wrong, it probably is. Feel free to fact check everything.
  • 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. 
  • Reminder: I am inappropriately exuberant about the US economy and the US market.
  • I am also inappropriately exuberant about all things Apple. 
  • And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia.
  • Longer version here. 

WTI Drops Below $70 -- November 11, 2024

Locator: 48757B.

Neocons: until today, since 2009 (2007), the blog, "neocons" mentioned only three times. My hunch: one needs to add "neocons" to his/her bingo card, along with the following: animal spirits; hyperscalers; transactional; guardrails; Fed's next move.

Daniel Lurie: wins in San Francisco. Wiki. Vows to clean up the city, starting with open-air drug markets.

Immigration: NY Times finally comes clean with this story. Wow. The "mass exportation of illegal immigrants" may gain traction. My hunch: illegal immigrants with "police record" are rushing to sanctuary cities; can't get there fast enough. Mass exportation may be easier than some folks think. Much of it will be "voluntary." Unfortunately it will be the non-criminal element that will be returning home.

Smirker in chief: Joe Scarborough (actually Mika Brzezinski is even worse). 

But all of a sudden, changing his narrative. No longer supports "Defund the Police." No longer supports violent campus protests. Even the "reverend" is walking back his previous views. Wow, that changed fast. Now Joe is trying to re-write his past commentaries. I've never enjoyed these morning talk shows so much. LOL.
All of a sudden he's against men in women's sports. Amazing all the elites who have daughters finally get it. LOL.
Enough of this, but wow, Joe sounds like Rush Limbaugh this morning. Must be concerned about his ratings. Concerned about his relevancy.
My hunch: all that talk about Joe Biden resigning so Kamala Harris can be the first woman president will go nowhere. Let's see if anyone even mentions it today.

Mika: remains a huge Biden supporter -- best presidency in recent memory -- and Kamala "ran a freaking amazing campaign."

Maureen Dowd: NY Times. The "trans ad" was the #1 ad for the Trump win. Clinton, et al, begged Harris to respond to that ad; she refused. That's Maureen Dowd writing. Link here.

Amazing: all the backtracking by liberal writers / commentators this morning on Morning Joe. Wow. Now. they say they've been on the correct side of the transgender issue for years. LOL. 

The Fed: is it even constitutional? This is a snowball rolling downhill. 

I don't think folks realize how bad this was: Harris joins Dukakis, McGovern in worst political debacle in US history. Well, at least since 1951. Truman's surprise win shouldn't be forgotten. Link here. [In the graphic below, the writer had a typo but the chart and the narrative is accurate.]

Qatar: quits as mediator for peace talks, Israel-Hamas.

Anti-semitism in the Netherlands. Raises questions about the complicity of the Dutch government in the holocaust of WWII. I've often thought the Dutch did a great job of white-washing that story.

Anti-semitism in the Netherlands. Bill Ackerman already taking action. Moving UMG from Netherlands listing to New York. UMG includes Taylor Swift. Amazing how "good" AI is.  Wiki becoming more and more TLDR, a reference site, but for 250-word synopsis on almost any subject, hard to beat AI as a place to start.

**********************************
Back to the Bakken

WTI: $69.10.

Tuesday, November 12, 2024: 16 for the month; 76 for the quarter, 590 for the year

  • 40557, conf, CLR, Christopherson 5-14H,

Monday, November 11, 2024: 15 for the month; 75 for the quarter, 589 for the year

  • 40637, conf, CLR, Vandeberg 5-35H,

Sunday, November 10, 2024: 14 for the month; 74 for the quarter, 588 for the year

  • 42323, conf, Grayson Mill Operating, Hovland 26-35 XE 1H,
  • 40316, conf, Grayson Mill Operating, Hovland 26-35 9H,
  • 40315, conf, Grayson Mill Operating, Hovland 26-35 8H,
  • 40292, conf, Grayson Mill Operating, Hovland 26-35 7H,

Saturday, November 9, 2024: 10 for the month; 70 for the quarter, 584 for the year

  • 40638, conf, CLR, Christopherson 6-14H,

RBN Energy: more EVs coming but forecasts for sales growth, impact on gasoline demand vary.

There’s been a lot of speculation about whether the pace of electric vehicle (EV) adoption has slowed, with JD Power now expecting EVs to make up 9% of U.S. new-car sales in 2024, down from its earlier estimate of 12.4% but still up from 7% in 2023. The group remains bullish on EVs in the long term, expecting market share to reach 36% by 2030 and 58% by 2035. The forecast from RBN’s Refined Fuels Analytics (RFA) group forecast has been — and continues to be — more conservative than most but still anticipates EVs will reach 50% of U.S. new-car sales by the early 2040s. In today’s RBN blog, we’ll look at what drives these forecasts and the anticipated impacts on gasoline demand.

Sunday, November 10, 2024

Lots Of Work Yet To Do In The Bakken -- November 10, 2024

Locator: 48756B.

The map:

The Sports Page -- November 10, 2024

Locator: 48755SPORTS.

Golf: grandfather Donald Trump played a round of golf with his two grandchildren today! 

NASCAR: I missed the end of an unexciting NASCAR race. I was watching the Dallas Cowboys get absolutely shellacked. 

Joey Logano wins the NASCAR championship. 

How about them Cowboys! 

At end of third quarter, Philadelphia Eagles, 31; Dallas 6 (two 3-point field goals). So many turnovers by the Cowboys have lost count. Highest-paid NFL quarterback not playing (injury); back-up quarterback taken out in third quarter to be replaced by 3rd string quarterback for Dallas: Trey Lance. Just announced: five turnovers and still nine minutes to go in the fourth quarter. Another debacle and this had nothing to do with coaching. It's simply the caliber of the team. 

First time the Philadelphia Eagles have won at Arlington since 2017. Philadelphia Eagles are now a contender for the playoffs.

I still enjoy Tony Romo very, very much as the color commentator for CBS NFL coverage alongside Jim Nantz. 

Tonight, SNF: Lions at Houston Texans. A lot of folks place the Lions as the #2 NFL team, second to the Chiefs. Houston Texans? Starting to fall apart as the season matures. Now ranked #13 in the NFL. 

Dallas Cowboys? 24 of 32.

*************************
60 Minutes

I haven't watched 60 Minutes in decades. Literally.

Tonight, I may tune in. Eager to see CBS News spin.

Nope: just saw the opening. Not interested. Over to the NFL SNF game.

***************************
6:00 P.M. CT -- Pre-Market Numbers? Headlines.

WTI down 14 cents: trading at $70.24.

Bitcoin topping $90,000 as it hits all-time high; headline today, Sunday, November 10, 2024.

Buffett: link here.

I can hardly wait for 24/7 trading.

Trump 2.0 Leadership -- Update -- November 10, 2024

Locator: 48754TRUMP.

Might we have the full Trump 2.0 leadership team named by Thanksgiving? Something tells me Susie Wiles is not going to wait around, and President-elect Trump certainly isn't going to be waiting around.

Trump 2.0 tracked here

Chief of staff: Susie Wiles.

US trade representative: Robert Lighthizer. Wiki. Announced November 10, 2024.

Energy czar: Doug Burgum. Rumored as early as November 8, 2024.

Lots Of Work Yet To Do In The Bakken -- November 10, 2024

Locator: 48753B.

Lone Butte, Little Knife.

The maps:




One well of interest, completed fifteen years ago:

  • 18718, 1,348, Enerplus, Crying Tree 8-1H, Little Knife, t10/10; cum 375K 9/24; recent production:
PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN9-20242719561855842372718051718
BAKKEN8-2024426324115240311361
BAKKEN7-2024251729181110412217201317
BAKKEN6-20242718551656139391369319
BAKKEN5-20240000000
BAKKEN4-20240000000
BAKKEN3-20241200303
BAKKEN2-20240000000
BAKKEN1-20241200303
BAKKEN12-2023114887122202305
BAKKEN11-202330162718851024232602270
BAKKEN10-202314875437760133301306
BAKKEN9-202318667875308106310180
BAKKEN8-20232912271074597180317370

The Operator Says, "Forty Cents More For The Next Three Minutes" -- November 10, 2024

Locator: 48752ARCHIVES.

No fracking in Cuba: and what do they get? A 6.8 magnitude earthquake following Trump's election. I can't make this stuff up. Just one look!

I hate those "first reaction" videos on YouTube but one such video brought me to this, this morning, and I'm glad she did.

Link here.

Phone Phreaking. 

Also here. But way too long. If interested, start at 4:40.

Sunday Morning Coming Down -- November 10, 2024

Locator: 48751ARCHIVES.

 71 days

I hope every Republican politician in the federal government has this hanging on his/her wall:

From Yahoo!Finance, and this is just the tip of the iceberg, as they say:

January 27, 2017 - February 21, 2020, the first three years of Trump's presidency, from inauguration to just before the Covid lockdown:

  • DJIA: 44% appreciation
  • S&P 500: 49% appreciation
  • NASDAQ: 72% appreciation

Whew! At least once a day since November 5th, I've felt a sense of relief knowing that Kamala Harris won't be the next president. It's not so much politics one way or the other -- it's her lack of gravitas. And her inability to express a thought in the active tense.

Yellow River. Link here. Les années bonheur. The happy years. I'm still convinced I'm right about this song, regardless of what has been publicly said. LOL. I bet my father-in-law (RIP) would have agreed. The back story. Written in Leeds, England. I've spent a lot of time in Leeds. Again, more memories. Another beautiful woman.

Riots: the fact that there was not one riot in any blue city this past week speaks volumes. Especially when the blue cities have defunded their police departments.

Jesse Watters: link here.

Also must watch: Biden and Harris congratulating "Hitler." And inviting "Hitler" to the White House. LOL. CTHAGOD called out. The uneducated meme. Turns out reproductive rights was not the #1 issue.

Also note from which "network" Megyn Kelly is broadcasting. If I were a long-haul trucker I would "subscribe" to that "network."

$1 billion campaign, 107 days, $20 million in debt at the end. Think about that. There's no way anyone could audit / follow $1 billion in small bills over 107 days. A lot of cash was skimmed off the top. If you donated $100 or less to the Harris campaign, you can assume some grifter used it for a three-martini lunch. And most of those grifters were slime balls. And now you're on some Democratic mailing list.

Cabinet: everyone is following contenders for the cabinet. Trump is not waiting. He will have six department czars and 100 executive orders on January 21, 2025. The czars and executive orders will be the real story. My hunch: at some point, JD Vance will take the Cabinet meetings for Trump.

Tulsi Gabbard: time to re-read the wiki entry.

Kari Lake: if there's any possibility of a stolen election (and, of course, there isn't), Donald Trump can make it "right" in a NY minute. Make her the "Voting Czar." And pay her big bucks to do the job right. If not, that speaks volumes.

Big losers with this election:

  • EU (particularly Germany), China, Taiwan, Iran, Hamas, Hezbollah, Mexico (see below); Rachel Maddow; undocumented visitors with a parking ticket or worse; faux environmentalists, John Podesta;
  • counterintuitively, NATO could see new lease on life. Musk / Trump have a great idea and it just might float. 
    • my hunch: Trump / Musk will give the EU, NATO, and Zelensky an ultimatum  
    • I'll be disappointed if he doesn't
      • note that within hours of Trump's victory
        • Biden's administration rushing to send embargoed arms to Zelensky; and,
        • Zelensky launches largest drone attack on Moscow to date; forces Moscow to shut down two airports.
  • in the balance? Putin. I think he will be a loser following this US election but I am likely going to be proven wrong. 
  • biggest winners: Israel, the US., neocons (?);

Mexico, Musk, Trump, and all that jazz: link here.

Migration: starting this weekend, every undocumented immigrant with a parking ticker or a court date is headed for a sanctuary city. 

East of the Mississippi they're headed for NYC; west of the Mississippi they're headed for Denver, San Francisco, and Los Angeles. As for those in Texas, they can't get out of state fast enough. Heck, they will buy their own bus tickets and not wait for bus transportation paid for by the state. LOL.

Sotomayor is not going anywhere: The WSJ. But now "they "want Biden to step down for his last two months, making Kamala Harris the first woman president of the United States. Like Dr Jill Biden will let that happen. LOL.

Wow, most sexist SNL monologue ever? Link here. This was the advice from a Democratic strategist:

“All right, ladies [Hillary and Kamala] you’re 0 and 2 against this guy [Trump].
Ladies, enough with the pantsuit, OK? It’s not working. Stop trying to have respect for yourselves. You don’t win the office on policy. You got to whore it up a little. I’m not saying go full Hooters, but find the happy medium between Applebee’s and ‘your dad didn’t stick around.
You all know how to get a free drink. I know a lot of ugly women — feminists, I mean — don’t want to hear this message. But just tease them a little bit. Make a farmer feel he’s got a shot. Swing a state over a little bit.”

Yes, not taken out of context. Re-printed just as The New York Times reported it. And The New York Times loved it. 

Investing. New York State Teachers' Retirement System -- link here to Barron's:

  • in: Palantir, Dell
  • trimmed: Walmart, T-Mobile
  • Walmart: has gained 54% in the five nine months of 2024; so far in the 4th quarter, WMT is up 5%.

And then look at this:

T-Mobile reported strong earnings in its latest quarter. T-Mobile will partner with OpenAI to build an artificial-intelligence platform, called IntentCX.
The platform will harvest data on customer interactions from subscribers who use T-Mobile’s T-Life app, which combines services such as bill management, and smartwatch integration.

"Harvest data" -- new euphemism for "spy on." LOL.  

EVs: link to Barron's.

*******************************
The Book Page

Vanity Fair

Released November 5, 2024. At only 336 pages it's a big light. I'll check it out at Barnes and Noble later today.

Biography of Johnny Carson. I'm not at all interested but it needs to be noted. 

The big three at the time: Johnny Carson, Hugh Hefner, and Frank Sinatra. 

I'm glad I've seen the Amazon Prime documentary on Hugh Hefner -- if it's not the best documentary of Hefner, I would like to know what others consider better. Wikipedia

I was fortunate enough to spend my coming of age years in Los Angeles and much of that time in/near West Hollywood. I may have been there at the height of Hollywood's success -- maybe a few years late. By the time I got there, southern California had matured, and it was probably a good time for me. Had I been been there ten years earlier (1967 - 1971) I probably would have turned out a whole lot different. 

Wow, those four years in South Pasadena were incredible. First store where my southern California roommate took me: Trader Joe's. 

Best places for a young man to live in those days: high-end apartment complex with exquisite swimming pools. Most of the time, 90% women and few of them swimming. But I digress. Great memories.

************************
The Book Page

Richard Dawkins, The Genetic Book of the Dead, 2024. Enjoyable but not great. Nice book for the beach, or on the deck at one of those southern California swimming pools mentioned above. At Amazon. I'm going back through it for the second time. Lots of pearls. One of my favorite sections: turtles and tortoises. Still an enigma for cladists and taxonomy based on phyla. On the continuum, Richard Dawkins is more of a classicist rather than a cladist.

I have fond memories of seeing the Galapagos tortoises -- decades ago; while serving in the US Air Force.

Richard Dawkins spends a fair amount of time writing about the tortoises in his new book. One of my more terrifying (?) experiences while on the Galapagos? Waking up one night to see this crawling across my room. The one I saw was only about ten inches long. 

*****************************
The Book Page

I haven't made much headway in Colossus since starting it some weeks ago.

Early notes here. And a brief note here.

****************************
The Book Page

History of India: reading two books now (completed one; will re-read; in the middle of the second book on the "Raj." Am considering a third book just published on the religions of India prior to the Islamic period.

It's amazing how little one really has to read on a brand new subject to be brought up to speed. Two months ago I knew nothing about India; today, I can actually hold my own in a conversation with Indian friends.

***********************
The Sports Page

Philadelphia Eagles at Dallas, late afternoon today.

Not interested in the NASCAR championship today but will probably check in on the race periodically. At Phoenex. Blaney, Byron, Logano, and Reddick, if I recall correctly. Except for Logano (starting among the top five) all the rest are starting mid- to back-of-the-pack.

******************
The Garden Page

My big-leaf plants are doing great!

************************
The Sound Page

Soft idling in the background -- love it -- a Harley-Davidson. Soft, quiet, romantic, nostalgic. I remember the first time I ever set foot on a military base -- Air Force -- overseas -- saw many active duty men working on their cars, their motorcycles. 

It was then I knew what I wanted to do in life. I followed my dream. And what a life. 

Today, on the balcony of my sort-of upscale apartment (my wife would disagree with that description) I'm reliving those memories. I have way more money now than I did then, but I'm having a whole lot less excitement. No complaints. It's interesting. I remember all the good times; don't remember much of the bad times. 

I don't recall "working" much. Both medicine and the military are a "calling," not work. Some folks might understand; most won't. 

I remember how incredibly anxiety-producing "working" in a military emergency room overseas was. 

Every military physician -- regardless of specialty -- had to cover / "work" their emergency room shifts in rotation with all other physicians. I guess, we occasionally let psychiatrists avoid that requirement, but everyone else had their emergency room shifts. 

Most hospitals I worked in during my first twenty years in the USAF were smaller hospitals with maybe twenty physicians, meaning we had one or two 24-hour shifts each month.  That's the closest I came to calling what I did "work." 

But that lasted only about ten minutes. Once I started my shift, it was fine -- and it felt like a "calling." Every ten to fifteen minutes I had a new patient -- and over each or so, the exam rooms and treatment rooms filled up so that I was attending to not less than half a dozen patients, newborns to an occasional senior. Mostly young children and young adults. Wow, it was "hard." Only a few people ever get to experience that kind of challenge. At my age, I would rather be a nurse than a physician now. I think an ER nurse.

St Elsewhere: 1982 - 1988. 

1983 - 1986: I was stationed at Bitburg Air Base, Germany.

1986 - 1989: Stationed at RAF Lakenheath / RAF Mildenhall, England.

It was a different time. Reminds me of one of my favorite lines from any movie:

***************************
The Entrepreneur's Page

Sophia paints.

Yesterday she sold $224 worth of her paintings at a local crafts fair. Pure profit. Grammy donated the paints and the canvases over the past year. 

Glad to see that this post is currently among the top ten trending blogs!

*************************
A Great Writer

For an aspiring author, one word of advice. Consider four years in the US Marines and then transition to the US Navy for four years, and then four years in the US Air Force. Somewhere along the way you will find your niche. 

Britain produced an incredible number of great authors during WWI; the US, a very few that came out of WWII, and even fewer that came out of the Vietnam War. There's a reason for that. Which reminds me, I see that Amazon Prime has Catch-22 in its rotation right now.  I did a lot of MASH recordings during my early years in the USAF but felt that was something inappropriate about such filming, so those films have all been lost, purposely thrown away. There's a reason why there are a score of "doctor" shows but only one MASH

Link here.