Sunday, November 24, 2024

Gasoline Price -- US -- November 24, 2024

Locator: 44409GASOLINE.

Link here. Hard to find a state in the US with average gasoline price greater than $3.00 / gallon. Except in California.

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Today's Question And Today's Movie -- November 24, 2024

Locator: 44408MUSK.

Question: how many times has Elon Musk watched hit movie?

Movie of the day: Citizen Kane (1941).

The moment in the movie when it became clear: 34 minutes 14 seconds -- 35 minutes 37 seconds.

This movie could never be remade.

Had this movie been remade in the 70s, Jack Nicholson would have had the lead.

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Trump's Financial Team -- Still A Few Positions To Fill -- November 24, 2024

Locator: 44407TRUMP.

Trump 2.0 is tracked here.

National Economic Council: Larry Kudlow? Benizinga suggestion. Link here.

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COP: Longer Laterals Coming To The Permian's Delaware After MRO Closure -- November 24, 2024

Locator: 44406SHALE.

Link here.

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Germany And The EU: Theme For The Past Week -- November 24, 2024

Locator: 44405GERMANY.

Germany, Angelica: link here.

Air traffic, air traffic, Dan: link here.


Energy:


  • Europe braces for expensive gas next summer, link here.
  • with winter still approaching, storage is being emptied faster than usual; gas prices have surges; raising echoes of the 2022 shock: link here.
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Tech Notes -- Sunday, November 24, 2024

Locator: 44404TECH.

Links: 

  • the biggest winners in the AI data center revolution. Note: data center revolution. Not "tech / AI revolution," but a specific component, the data center revolution. Link here. This may be a stand-along post later.
  • AMD vs INTC (Intel, too important to fail), Beth: link here.
  • Google search crushes the competition, Evan: link here.
  • NVDA (Nvidia) by the numbers, Alex: link here.
  • Market returns, largest stocks, Evan: link here.

The screenshots to go along with the links above:




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The New Apple iMac M4 -- November 24, 2024

Locator: 44403APPLE.

I've been holding out for a big screen but it may never be coming. I may have to settle for the new Apple iMac M4. Link here.

From the linked article, the lede:

The M4 iMac is a beautiful computer that feels more and more like it fell out of a universe where laptops never took off.

You can see it, can’t you? In a world without laptops, the iMac would be the ultimate computer. Instead of a box and a screen with a tangle of wires leading everywhere, everything you need is right there, jammed into an impossibly thin aluminum chassis. Monitor, processor, speakers, webcam, microphones, and all the ports: all built in. It’s elegant. It’s restrained. It’s lovely. It’s plenty fast enough for most people. The iMac would be in every library, in dorm rooms, in cubicles, in computer labs and living rooms. People would haul them to coffee shops.

Now imagine going to that universe and showing them a MacBook Pro. People might go for that instead.

Comparing a 24-inch desktop with a laptop is ridiculous. Tim Cook knows that. 

But why doesn't Tim Cook offer a 27-inch iMac? I think it's due to the cost. Right now, one can find the new iMac M4 for around $1,200.

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Every (?) Talking Head On CNBC Missed This One Before The Numbers Came Out; VideoOf The Day -- November 24, 2024

Locator: 44402RETAIL.

With Albertson's, Kroger, Tom Thumb, Walmart, and Target all within a mile radius of each other, I saw this coming more than a year ago. Blogged about it often.

I'm not sure if the old Tom Thumb store exists any more in our neighborhood; it's the one farthest away from us; most expensive; and we never went there again after we moved a half-mile down the road. Tom Thumb and Albertson's are now one and the same. Our "old Albertson's" store is our"new" Tom Thumb store.

If I want:

  • best price, great shopping experience: Walmart
  • something I can't find anywhere else: Walmart
  • great shopping experience along with great price: Kroger; great meat selection
  • convenience, okay prices, nice shopping experience: our "new" Tom Thumb store; perhaps best meat selection;
  • most expensive, lousy shopping experience: Target

Link here.


Meanwhile, Costco in China: link here.


*********************************
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.
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A Record Number Of Wells Coming Off Confidential List This Next Week -- November 24, 2024

Locator: 44401WELLS.

The wells:

  • 40759, conf, Slawson Explortaion, Fish Finder 5-21-9H, Big Bend, npd,
  • 39747, conf, Hess, RS-F Nelson-156-92-2413H-2, Ross,
DateOil RunsMCF Sold
9-2024160519405
8-2024173329300
7-2024186488510
6-20241923910252
  • 39590, conf, Grayson Mill, Niles 19-22F 4H, Briar Creek,
DateOil RunsMCF Sold
9-20242774517994
8-20242151014038
7-20244248820808
6-2024147990
  • 39589, conf, Grayson Mill, Niles 19-22F 3H, Briar Creek,
DateOil RunsMCF Sold
9-20243029821266
8-20242017113872
7-20243064714173
6-2024244700
  • 39588, conf, Grayson Mill, Niles 19-22F 2H, Briar Creek,
DateOil RunsMCF Sold
9-20242925920082
8-20242190515097
7-20242882614027
6-2024313560
  • 33973, conf, Enerplus, Titanium 147-93-16A-21H, Moccasin Creek,
DateOil RunsMCF Sold
9-2024128801492
8-2024204742401
7-20241339908
6-20240692
  • 39750, conf, Hess, RS-F Nelson-156-91-2413H-5, Ross,
DateOil RunsMCF Sold
9-2024144328480
8-2024135717878
7-202470887540
6-2024114435963
  • 40106, conf, Enerplus, Devils Canyon 147-97--17-20-7H, Lone Butte,
DateOil RunsMCF Sold
9-20241924536413
8-20242391942793
7-20242029036479
6-20243046641278
  • 39749, conf, Hess, RS-F Nelson-156-91-2413H-4, Ross,
DateOil RunsMCF Sold
9-20241008710336
8-2024133629453
7-2024227659171
6-2024151467339
  • 40670, conf, CLR Carpenter 2-13H, East Fork, npd,
  • 40665, conf, CLR, Sandhill 7-24HSL, East Fork, npd,
  • 40661, conf, CLR, Sandhill 2-24H, East Fork, npd,
  • 40107, conf, Enerplus, Devils Canyon 147-97-17-20-8H, Lone Butte,
DateOil RunsMCF Sold
9-20241993236311
8-20241405123561
7-20241628528364
6-20241980027014
5-202433174733
  • 39858, conf, Hess, EN-Charles-Wood-157-94-1720H-5, Tioga,
DateOil RunsMCF Sold
9-20241539721210
8-20241664920499
7-202457876036
6-20243556545632
5-2024562123
  • 40673, conf, CLR, Carpenter 5-13H, East Fork, npd,
  • 40196, conf, Hess, EN-Dobrovolny-155-93-2821H-8, Alger,
DateOil RunsMCF Sold
9-2024912010210
8-202499539463
7-20241046010030
6-20241183413362
5-2024126826
  • 40035, conf, Hess, BL-Svor-156-95-0403H-7, Beaver Lodge,
DateOil RunsMCF Sold
9-20241230817897
8-20241076314756
7-20241526823599
6-20242656042597
5-202438745052
  • 39859, conf, Hess, EN-Lokken-157-94-0805H-4, Tioga,
DateOil RunsMCF Sold
9-202473894064
8-20241140812477
7-202477757868
6-20242391420876
5-202422962800
  • 39748, conf, Hess, RS-F Nelson-156-91-2413-3, Ross,
DateOil RunsMCF Sold
9-2024134528631
8-2024135487707
7-202479087817
6-2024181339587
5-20242485687
  • 39218, conf, Petro-Hunt, USA 146-97-29A-32-4H, Little Knife, npd,
  • 37940, conf, BR, Boxer 4B TFH, Pershing, npd,
  • 40671, conf, CLR, Carpenter 3-13H, East Fork, npd,
  • 40034, conf, Hess, BL-Svor-156-95-0403H-6, Beaver Lodge,
DateOil RunsMCF Sold
9-20241563824787
8-20241375619575
7-20241363618509
6-20242540537285
5-202438133616
  • 39587, conf, Grayson Mill, Niles 19-22F 1H, Briar Creek,
DateOil RunsMCF Sold
6-202418100
5-202412580
  • 37939, conf, BR, Boxer 4A MBH, Pershing, npd,
  • 40551, conf, CLR, Sandhill 3-24H, East Fork, npd,
  • 40672, conf, CLR, Carpenter 4-13H, East Fork, npd,
  • 37938, conf, BR, Parrish 4C TFH, Pershing, npd,
  • 39751, conf, Hess, RS-F Nelson-156-91-2413H-6, Ross,
DateOil RunsMCF Sold
9-20241808710292
8-2024176769664
7-2024238609788
6-2024154297847
5-202459601937
  • 40662, conf, CLR, Sandhill 4-24H, East Fork, npd,
  • 40352, conf, Grayson Mill, Sponheim 31-34F 5H, Briar Creek,
DateOil RunsMCF Sold
9-202429965734
8-202427228138
7-2024292660
6-20241720
  • 40105, conf, Enerplus, Devils Canyon 147-97-17-20-6H, Lone Butte,
DateOil RunsMCF Sold
9-20242205541080
8-20242235637002
7-202419880837
6-20241961040691
5-202476268914
  • 40029, conf, Grayson Mill, Sponheim 31-34F 4H, Briar Creek,
DateOil RunsMCF Sold
9-202426240605
8-20242093093
7-2024424840
6-202444240
  • 40028, conf, Grayson Mill, Sponheim 31-34F 3H, Briar Creek,
DateOil RunsMCF Sold
9-202426759643
8-202421527104
7-2024410840
6-20243340
  • 37937, conf, BR, Parrish 4B MBH, Pershing, npd,  
  • 40586, conf, SOGC (Sinclair), Harris Federal 2-31H, Lone Butte, npd,

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