If The Rate Of Change On The Outside Exceeds The Rate Of Change On The Inside, One Can See The End -- December 5, 2024

Locator: 44496B.

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. 

Overnight: we may or may not get to the following stories today --

• Trump selects Yale classmate of JD Vance to lead US Army; served two years in the US Army;
• USAF will graduate first class of warrant officers in years; US Army's warrant officers;
• Assad, Putin, and Iran;
• Kamala on renewable energy
• Intel: if the rate of change on the outside exceeds the rate of change on the inside, the end can be seen. The Wall Street Journal.
  
• NVDA - TSM to partner in Phoenix
• more on Meta AI in Louisiana
• Shell and wind
• Morning Joe: circular firing squads
• IBM: it's not what you think!

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Back to the Bakken

WTI: $69.02.

Friday, December 6, 2024: 11 for the month; 115 for the quarter, 646 for the year

• 40688, conf,  Slawson, Fish Finder 4-21-9H,
• 40108, conf, Enerplus, Devils Canyon 147-97-17-20-9H-ELL,

Thursday, December 5, 2024: 9 for the month; 113 for the quarter, 644 for the year

• None.

RBN Energy: nascent SAF market may face turbulence under Trump administration.

Over the past few years, tax credits and other incentives — both financial and regulatory — have breathed life into the U.S. market for sustainable aviation fuel, whose production is now ramping up, with more SAF capacity on the way. But the sector may experience turbulence under the incoming Trump administration, which has pledged to undo much of the Inflation Reduction Act (IRA) and pull back on the stepped-up decarbonization efforts that helped define the Biden presidency. In today’s RBN blog, we discuss the latest developments in the SAF space and the choppiness the still-fledgling sector may soon face.

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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.