Locator: 44379POLITICS.
Trump 2.0 is tracked here.
Thursday, November 21, 2024
Best Cars -- 2024 -- 2025 -- US News
Locator: 44378AUTOS.
Link here. Just a small sample. There's an obvious trend in the short lists tonight.
Former Florida Attorney General Nominated By President-Elect Trump For US Attorney General After Matt Gaetz Withdraws -- November 21, 2024
Locator: 44373TRUMP2.0.
Trump 2.0 is tracked here.
Updates
Original Post
Makes my day.
Can't wait to see what "job" Trump promised him that doesn't need Senate confirmation.
We have a DOGE; does the president need a ....?
Meanwhile, the market -- holy mackerel ...
With regard to Nvidia and AI, there are two camps:
- it's all hype;
- it's all real, and it's only beginning.
I'm in the second camp.
But something else is going on. Warren Buffett / BRK is not known for tech. Something else is going on. The Gaetz withdrawal is certainly noteworthy.
Really? This was posted a few days ago. Market crash and mass defaults. It gets tedious. But then, consider the source.
Having said that, this is not to be taken lightly. My hunch; two things: crypto.
Under the Trump administration, crypto becomes legitimate and US debt is tracked in crypto. Eventually, US debt in dollars converted to crypto.
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Deep State Goes Dark
Bourne Supremacy In Real Life
Get Out The Popcorn
A Wild Ride Until January 20, 2025
Six New Permits; One DUC Reported As Completed -- November 21, 2024
Locator: 44376B.
Item: viewers -- 72,000 -- Tuesday, November 19, 2024, Joe and Mika; 50,000 is a "slashy." Needs to be fact-checked. Morning Joe. Link here.
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Back to the Bakken
WTI: $70.10.
Active rigs: 36.
Six new permits, #41359 - #41364, inclusive:
- Operators: Grayson Mill (4): BR (2)
- Fields: Camp (McKenzie); Elidah (McKenzie)
- Comments:
- BR has permits for two Sandie wells, SWSW 2151-97;
- to be sited 518 FSL / 2215 FWL and 514 FSL / 2247 FWL;
- Grayson Mill has permits for four Marvin wells, SESW 22-152-101,
- to be sited 620 FSL and at the following distances FWL: 1859; 1889; 1919; and 1949.
Two permits renewed:
- 20119, XTO, GBU Janice, Williams County;
- 37314, XTO, Wolff Federal, McKenzie County.
One producing well (a DUC) reported as completed:
- 40324, 1,152, MRO, Westerdahl 41-14H, Mountrail County;
MMF Update -- November 21, 2024
Locator: 44375MMF.
My favorite chart:
- ICI MMFs: link here.
- OFR MMFs (my favorite chart): link here.
SRE, NVDA Both Hit A New 52-Week High -- November 21, 2024
Locator: 44374INVESTING.
The three major indices at the precipice of previous highs:
- 6,000
- 44,000
- 19,000 --> just went over 19,000.
And Bitcoin just went over 98,000.
Cramer could have quite the show tonight.
TSMC: all that concern about TSMC's Arizona factory. Link here.
Google tablet: Google reportedly cancels Pixel Tablet 2 and might quit the category -- again. Link here.
Plunging ratings:
Gaetz Withdraws -- November 21, 2024
Locator: 44373TRUMP2.0.
Trump 2.0 is tracked here.
Updates
Original Post
Makes my day.
Can't wait to see what "job" Trump promised him that doesn't need Senate confirmation.
We have a DOGE; does the president need a ....?
Meanwhile, the market -- holy mackerel ...
With regard to Nvidia and AI, there are two camps:
- it's all hype;
- it's all real, and it's only beginning.
I'm in the second camp.
But something else is going on. Warren Buffett / BRK is not known for tech. Something else is going on. The Gaetz withdrawal is certainly noteworthy.
Really? This was posted a few days ago. Market crash and mass defaults. It gets tedious. But then, consider the source.
Having said that, this is not to be taken lightly. My hunch; two things: crypto.
Under the Trump administration, crypto becomes legitimate and US debt is tracked in crypto. Eventually, US debt in dollars converted to crypto.
****************************
Deep State Goes Dark
Bourne Supremacy In Real Life
Get Out The Popcorn
A Wild Ride Until January 20, 2025
Road To Germany -- November 21, 2024
Locator: 44372GERMANY.
Germany's leadership: one long uninterrupted line of debacles. Angela Merkle was not the worst, but sine WWII, clearly the worst. Link here.
Germany EVs: link here. For Germany, incredibly painful.
Germany, back to 2006, link here.
Germany, energy, deindustrialization: link here.
And here, link here. By the way, if you can't find Carl on twitter, it's because he has moved over to Bluesky.
Cramer's First Hour, Part 4 -- November 21, 2024
Locator: 44371CRAMER.
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.
**********************************
Meanwhile, Texas -- Free College
Largest,
best university system in the country: tuition now free for all Texas
college students with family income less than $100,000.
**********************************
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.
California's Bullet Train Update -- The Valley -- Holy Mackerel -- Authority Still Needs To Buy 2,290 Parcels November 21, 2024
Locator: 44372BULLETTRAIN.
**********************************
Meanwhile, Texas -- Free College
Largest, best university system in the country: tuition now free for all Texas college students with family income less than $100,000.
Cramer's First Hour, Part 3 -- November 21, 2024
Locator: 44371CRAMER.
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.
MRO: to be delisted today after sale to COP. COP up a bit today.
SNOWjob: SNOW up $40 today! Thank you, Warren Buffett, for alerting me to this company. LOL.
Cramer: that story about Nvidia's new chips overheating? A lie.
At the open: Nvidia (NVDA) up 4.22%. Holy mackerel! Up $2.18.
Cramer: Cramer's first hour -- will the entire program be on Nvidia and the companies buying Nvidia blades? Tat certainly appears likely.
California's bullet train: holy mackerel.
Housing: link here. One problem? Insurance. Hurricanes. Floods. Price gouging.
On paper, owning a home is almost always more expensive than renting — about 14% more, on average, after factoring in expenses like insurance, taxes, and upkeep.
But the difference has grown much more extreme in recent years as just about all homeownership costs have ballooned.
How extreme? Exact cost estimates vary, but recently the premium for homeownership has been at least 35% over renting, a level that’s near historical highs and is likely to persist.
MSNBC staffers in a panic. Link here.
Target: so what really happened?
**********************************
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.
Cramer's First Hour, Part 2 -- November 21, 2024
Locator: 44370CRAMER.
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.
Netflix (NFLX): BofA raises its target from $800 to $1,000. Whoo-hoo!
NVDA: Nvidia, looking nice. Ticker up in pre-market trading. Cramer: "real buyers with real firepower now flying in to take advantage of the drop manufactured by small shorts with an ill-advised agenda ... Nvidia."
SNOWjob: BRK and Warren Buffett.
Jobless: first time claims, came in lower than expected.
Equinor to cut 20% of renewable jobs:
Talking turkey:
**********************************
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.
Cramer's First Hour, Part 1 -- November 21, 2024
Locator: 44370CRAMER.
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.
WTI: up over 2%. Trading above $70 for first time in awhile.
The Texas border: link here. Will the GOP capitalize on this?
- Local politics: property rates cut in Grape-Colleyville; ISD's voter-approval tax certified nearly two weeks after the November 5, 2024, general election.
- new property rate: $0.9233 per $100 valuation; 0.92%
- about 0.15% lower than the FY 2023 - 24 tax rate
- the average home-owner will save ... wait for it .... nearly $7 due to the reduced rate. $7.
DFW: American Airlines will add a new non-stop flight to Italy.
- non-stop flight: 10 hours and 35 minutes
- bigger story: DFW is expanding; big-time
- also revealed an additional flight from DFW to Heathrow Airport (London)
- now, 35 weekly fights to London, one more than the summer of 2024
Pre-market:
**********************************
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.
Thursday -- November 21, 2024
Locator: 44369B.
Reprogramming and transferring: time for a re-look. My hunch: Trump and Homan consider immigration / deportation a national emergency.
- the more Congress, Morning Joe, the more Trump will dig in.
- amazing to listen to talking heads trying to explain that 100,000 undocumented violent criminals is trivial compared to the large number of otherwise hard-working, "legal" undocumented visitors
Keystone XL: speaking of a re-look?
Ford, Europe, EVs: the demise of ICE vehicles and gasoline will take longer than aspirations. Link here.
- Ford to lay off 14% of its European workforce.
- to lay off 4,000 EU jobs.
- ticker F: lost 3% yesterday
Which brings us to this: the sun is setting on European-style welfarism. Link here. The EU has several problems:
- social welfare costs
- immigration
- high, high energy costs
Mercedes: plans to cut costs by several billion euros per year over next few years. Handelsblatt via Bloomberg.
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Back to the Bakken
WTI: $70.15.
Friday, November 22, 2024: 31 for the month; 91 for the quarter, 606 for the year
- 40675, conf, CLR, Carpenter 7-13HSL,
- 40585, conf, SOGC (Sinclair), Harris Federal 5-31H,
- 40584, conf, SOGC (Sinclair), Bighorn 4-6H,
- 40104, conf, Enerplus, Devils Canyon 147-97-17-20-6H,
RBN Energy: LCI hydrogen would help reduce GHG emissions, but major challenges loom.
Increasing the production of low-carbon-intensity (LCI) hydrogen is viewed by many as a way to help the U.S. reduce its greenhouse gas (GHG) emissions. But so far only minimal amounts of LCI hydrogen are being produced, raising the question of what it would take to significantly ramp up production without breaking the bank. In today’s RBN blog, we conclude a series on a National Petroleum Council (NPC) study on LCI hydrogen with a look at its recommendations for what the U.S. should do next.
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