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Sunday, August 11, 2024

The National Study Of Millionaires -- August 11, 2024

Locator: 48384MILLIONAIRES.

Link here.


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Transition From The 2024 Paris Olympics To The 2028 Los Angeles Olympics

Locator: 48383LOSANGELES.

Universities and colleges in Los Angeles County, link here.

Sports in Los Angeles, link here. 

Mike Tirico was incredible.



 


Los Angeles County: 10 million.

  • unhoused / homeless: 75,000
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Enerplus Gemstone Pad In Eagle Nest -- Fracked -- Huge Wells -- Updated; With Updated Maps -- August 11, 2024

Locator: 48382B.

Before we get started. When I see these:

  • initial production numbers;
  • these maps with 16 wells on a mega-pad; and,
  • a 275-acre mineral parcel going for $15.1 million,

I know they're going to be drilling the Bakken a long, long, long time.

That's called a "Bakken haiku."

************************************
Now, Back To The Enerplus Gemstone Pad In Eagle Nest

Enerplus is now part of Chord Energy (Oasis + Whiting).

The Enerplus Gemstone pad in Eagle Nest is tracked here.

The wells:

  • 39800, conf, Enerplus, Opal 148-95-03A-10H, Eagle Nest,
DateOil RunsMCF Sold
6-20242593737673
5-20243851250427
4-20243199640951
3-20241171116259
2-20241022213637
  •  39795, conf, Enerplus, Sapphire 148-95-03B-10H, Eagle Nest,
DateOil RunsMCF Sold
6-20243717640455
5-20244170742377
4-20243117242817
3-20246575993198
2-20241542718784
  • 39797, conf, Enerplus, Topaz 148-95-03B-10H, Eagle Nest,
DateOil RunsMCF Sold
6-20243166447348
5-20244658953925
4-20245076453717
3-20242149824707
2-20241399119983
  • 39798, conf, Enerplus, Garnet 148-95-03B-10H, Eagle Nest,
DateOil RunsMCF Sold
6-20243421351899
5-20243337644909
4-20242871337600
3-2024952950
2-202410361043
  • 39799, conf, Enerplus, Diamond 148-95-03A-10H, Eagle Nest,
DateOil RunsMCF Sold
6-20243492050234
5-20243570746692
4-20243188441545
3-202450
2-20241372417700
  • 39796, conf, Enerplus, Ruby 148-95-03B-10H, Eagle Nest,
DateOil RunsMCF Sold
6-20243687457464
5-20244916468911
4-20244788265149
3-20246972488807
2-20242812535144

Maps here:



I remember when I first started the blog, I told folks if they had one well, they would eventually have four, maybe eight, and possibly even as many as 16.

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Just Curious -- Warren Buffett -- BRK -- Japanese Investments -- Update -- August 11, 2024

Locator: 48391JAPAN.

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Intel: Too Vital To Fail -- Agree Completely -- August 11, 2024

Locator: 48390INTC.

Wow, I've been saying the same thing.

Intel: "Not too big too fail; too important to fail."

The WSJ: Intel -- too vital to fail.

Link here.

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Nvidia -- Observations -- Evan -- August 11, 2024

Locator: 48389NVDA.

This is pretty funny.

Last week  I mentioned that a new meme was making the rounds, comparing the Nvidia ticker action with that of Cisco back during / following the dot-com bubble.

I mentioned my thoughts at the time: those looking at Cisco were looking at the wrong stock. See this post. 

Apparently Evan saw the same thing.

Link here. 

This is just a screenshot of a single graph, but Evan has several graphics in the linked thread.

*****************************
Apple Says "No" To Nvidia

Link here.

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My Favorite Chart -- MMFs -- ICI Data -- August 11, 2024

Locator: 48388MMF.

So, where did all that money that flowed out of the equity market last week end up? Yup, MMFs.

Link here. ICI data.

My favorite chart. Yet to be posted, so this will have to suffice for now. Link here. 

  • Prior: $6.13 trillion
  • increase / decrease: $56.29
  • Most recent: $6.19 trillion

*********************
Re-Posting

Locator: 48303MMF.

My favorite chart. Yet to be posted, so this will have to suffice for now. Link here. 

  • Prior: $6.14 trillion
  • increase / decrease: $10.65 billion
  • Most recent: $6.13 trillion


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Netflix Scores Another Huge Win; RFK, Jr -- A Big Loser -- August 11, 2024

Locator: 48387NETFLIX.

Reuters wrap today:

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Have EVs Jumped The Shark? August 11, 2024

Locator: 48386EVS.

I see an occasional Cybertruck in our neighborhood. Tesla is fairly "robust" in Southlake, TX.

Whenever I see a Cybertruck, I ask "why?" I mean, really: it makes me wonder, "what were they thinking?" 

But, I'm probably wrong.

Link here.

But this says more about GM than it does about Tesla.  

From AP News, this is what GM's CFO Jacobson has said about their EVs, link here:

Link here.

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Netflix Updated -- August 11, 2024

Locator: 48385NETFLIX.

Netflix today, link here.



********************
Re-Posting 

Locator: 46629INV.

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.

Lots of talk this a.m. about the WWE and Netflix deal. This is a big deal:

Flashback: Netflix -- the next big thing.  Link here.

  • Netflix has evolved. In 2013, it was all about "accessibility," not "content" when it came to operators like Netflix.
  • now, a decade later, it's all about "content."
  • and "content" has changed: from "linear programming" to "sports programming."

We all had the same information one year ago and five years ago. Need to keep reading those 10-Ks and 13Fs.


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Mideast Retaliation Update — August 11, 2024

Locator: 48384MIDEAST.

Mideast: let's start the countdown --

  • Friday, August 2, 2024: nothing
  • Saturday, August 3, 2024: nothing
  • Sunday, August 4, 2204: folks said "tonight" would be the night; nothing
  • Monday, August 5, 2024: Trump says "tonight" will be the night. Nothing.
  • Tuesday, August 6, 2024: twitter devoid of any incident in the Mideast overnight.
  • Wednesday, August 7, 2024: Egypt tells airlines to avoid Tehran airspace Thursday morning (tomorrow morning) -- posted at August 7, 2024, 8:22 p.m. CDT, from the Drudge Report
    • President of Iran asks (begs?) Supreme Leader not to go to war.
  • Thursday, August 8, 2024: nothing
  • Friday, August 9, 2024: nothing. Iran says Hezbollah will have to go it alone
    • Iran: now suggests it will go after those who assassinated the terrorist leaders; won't attack Israel
    • consensus is Iran does not have the resources to attack Israel; "can't afford a war";
    • F-22s arrive in the Mideast; roost at undisclosed location (Kuwait?); location / number not released
    • wow, how I wish was still active duty -- thirty years with the F-15 -- never got old
  • Saturday, August 10, 2024: nothing.
  • Sunday, August 11, 2024: Iran delays indefinitely. Internal discussions between Hezbollah and Iran, but also with Hamas, no doubt.
  • Monday, August 12, 2024: Iran to attack within three days — Israel IDF.
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Women's Basketball -- Olympics -- 2024

Locator: 48383SPORTS.


 

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Initial Production For Wells Coming Off Confidential List This Next Week -- August 11, 2024

Locator: 48382B.

The wells:

  • 40392, conf, WPX, Missouri River 25-26HZ, Reunion Bay, npd,
  • 39900, conf, Liberty Resources, Elroy E 158-95-7-6-2MBH, Temple,
DateOil RunsMCF Sold
6-20241062012126
5-20241357819653
4-20241817425082
3-20241613918598
2-202440604737
  • 40391, conf, WPX, Missouri River 25-26HB, Reunion Bay, npd,
  • 40345, conf, Whiting, Sanish Bay E Federal 5292 11-3 2BX, Sanish,
DateOil RunsMCF Sold
6-20241509913821
  • 39800, conf, Enerplus, Opal 148-95-03A-10H, Eagle Nest,
DateOil RunsMCF Sold
6-20242593737673
5-20243851250427
4-20243199640951
3-20241171116259
2-20241022213637
  • 40390, conf, WPX, Missouri River 25-26HW, Reunion Bay, npd,
  • 39901, conf, Liberty Resources, Alvin E 158-95-18-19-2MBH, Temple,
DateOil RunsMCF Sold
6-20241446220748
5-20242001035944
4-20242051831952
3-20243419947962
2-20241194914958
  • 40237, conf, WPX, Missouri River 25-26HC, Reunion Bay,
  • 39902, conf, Liberty Resources, Alvin E 158-95-18-19-2MBH, Temple,
DateOil RunsMCF Sold
6-20241081317120
5-20241585130271
4-20241932330082
3-20242787235932
2-2024984711691
  • 39795, conf, Enerplus, Sapphire 148-95-03B-10H, Eagle Nest,
DateOil RunsMCF Sold
6-20243717640455
5-20244170742377
4-20243117242817
3-20246575993198
2-20241542718784
  • 39254, conf, Hess, SC-4WX-153-98-3130H-6, Banks,
DateOil RunsMCF Sold
6-20241425026894
5-20242095045916
4-20243037562671
3-20244066895484
2-20242681539653
  • 40416, conf, Kraken, Fasching 15-22-27 4H, Hebron, npd,
  • 40389, conf, WPX, Missouri River 25-26HW, Reunion Bay, npd,
  • 24360, conf, Grayson Mill, Knight 35-26 2H, Banks, npd, 
  • 40465, conf, Kraken, Fasching LE 15-22-27 12H, Hebron, npd,
  • 40388, conf, WPX, Missouri River 25-26HA, Reunion Bay, npd,
  • 39903, conf, Liberty Resources, Alvin E 158-95-18-19-4MBH, Temple,
DateOil RunsMCF Sold
6-202483389777
5-20241252721607
4-20241677926854
3-20241479220982
2-202473828938
  • 39797, conf, Enerplus, Topaz 148-95-03B-10H, Eagle Nest,
DateOil RunsMCF Sold
6-20243166447348
5-20244658953925
4-20245076453717
3-20242149824707
2-20241399119983
  • 40466, conf, Kraken, Milloy 10-3-34 3H, Hebron, npd,
  • 40387, conf, WPX, Missouri River 25-26HY, Reunion Bay, npd,
  • 39798, conf, Enerplus, Garnet 148-95-03B-10H, Eagle Nest,
DateOil RunsMCF Sold
6-20243421351899
5-20243337644909
4-20242871337600
3-2024952950
2-202410361043
  • 40467, conf, Kraken, Milloy 10-3-34 2H, Hebron, npd,
  • 40386, conf, WPX, Missouri River 25-26HIL, Reunion Bay, npd,
  • 40262, conf, Empire North Dakota, Whooping Crane 29-15 1H, Starbuck,
DateOil RunsMCF Sold
6-202413310
5-202422650
  • 39253, conf, Hess, SC-4WX-153-98-3130H-5, Banks,
DateOil RunsMCF Sold
6-20241715133441
5-20242703160272
4-20242845358680
3-20243795680489
2-20243009749334
  • 40468, conf, Kraken Operating, Milloy LE 10-3-34 11H, Hebron, npd,
  • 39799, conf, Enerplus, Diamond 148-95-03A-10H, Eagle Nest,
DateOil RunsMCF Sold
6-20243492050234
5-20243570746692
4-20243188441545
3-202450
2-20241372417700
  • 39796, conf, Enerplus, Ruby 148-95-03B-10H, Eagle Nest,
DateOil RunsMCF Sold
6-20243687457464
5-20244916468911
4-20244788265149
3-20246972488807
2-20242812535144
  • 24361, conf, Grayson Mill, Knight 35-26 3TFH, Banks, npd,
  • 39530, conf, Petro-Hunt, Burian 144-98-15B-22-1H, Little Knife, npd,

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Wells Coming Off Confidenial List This Next Week -- August 11, 2024

Locator: 48381B.

Wednesday, August 21, 2024: 52 for the month; 108 for the quarter, 434 for the year
40392, conf,WPX, Missouri River 25-26HZ,
39900, conf,Liberty Resources, Elroy E 158-95-7-6-2MBH,

Tuesday, August 20, 2024: 50 for the month; 106 for the quarter, 432 for the year
40391, conf, WPX, Missouri River 25-26HB,
40345, conf, Whiting, Sanish Bay E Federal 5292 11-3 2BX,
39800, conf,Enerplus, Opal 148-95-03A-10H,

Monday, August 19, 2024: 47 for the month; 103 for the quarter, 429 for the year
40390, conf, WPX, Missouri River 25-26HW,
39901, conf, Liberty Resources, Alvin E 158-95-18-19-2MBH,

Sunday, August 18, 2024: 45 for the month; 101 for the quarter, 427 for the year
40237, conf, WPX, Missouri River 25-26HC,
39902, conf, Liberty Resources, Alvin E 158-95-18-19-2MBH,
39795, conf, Enerplus, Sapphire 148-95-03B-10H,
39254, conf, Hess, SC-4WX-153-98-3130H-6,

Saturday, August 17, 2024: 41. for the month; 97 for the quarter, 423 for the year
40416, conf, Kraken, Fasching 15-22-27 4H,
40389, conf, WPX, Missouri River 25-26HW,
24360, conf, Grayson Mill, Knight 35-26 2H,

Friday, August16, 2024: 38 for the month; 94 for the quarter, 420 for the year
40465, conf, Kraken, Fasching LE 15-22-27 12H,
40388, conf, WPX, Missouri River 25-26HA,
39903, conf, Liberty Resources, Alvin E 158-95-18-19-4MBH,
39797, conf, Enerplus, Topaz 148-95-03B-10H,

Thursday, August 15, 2024: 34 for the month; 90 for the quarter, 416 for the year
40466, conf, Kraken, Milloy 10-3-34 3H,
40387, conf, WPX, Missouri River 25-26HY,
39798, conf, Enerplus, Garnet 148-95-03B-10H,

Wednesday, August 14, 2024: 31 for the month; 87 for the quarter, 413 for the year
40467, conf, Kraken, Milloy 10-3-34 2H,
40386, conf, WPX, Missouri River 25-26HIL,
40262, conf, Empire North Dakota, Whooping Crane 29-15 1H,
39253, conf, Hess, SC-4WX-153-98-3130H-5,

Tuesday, August 13, 2024: 27 for the month; 83 for the quarter, 409 for the year
40468, conf, Kraken Operating, Milloy LE 10-3-34 11H,
39799, conf, Enerplus, Diamond 148-95-03A-10H,
39796, conf, Enerplus, Ruby148-95-03B-10H,
24361, conf, Grayson Mill, Knight 35-26 3TFH,

Monday, August 12, 2024: 23 for the month; 79 for the quarter, 405 for the year
39530, conf, Petro-Hunt, Burian 144-98-15B-22-1H,

Sunday, August 11, 2024: 22 for the month; 78 for the quarter, 404 for the year
None.

Saturday, August 10, 2024: 22 for the month; 78 for the quarter, 404 for the year
None.

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