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Sunday, March 9, 2025

Production Data For Wells Coming Off Confidential List This Next Week -- March 9, 2025

Locator: 48476WELLS.

The wells:

  • 40032, conf, Hunt Oil, Oakland 154-89-31-29H 1, Parshall, 
DateOil RunsMCF Sold
1-2025228330
12-2024260970
11-2024241750
10-2024279360
9-202494460
  • 39890, conf, Hunt Oil, Halliday 146-93-11-1H-1, Wolf Bay,
DateOil RunsMCF Sold
1-202588437477
12-2024109157480
11-2024134947673
10-2024165287559
9-202446093103
  • 39889, conf, Hunt Oil, Halliday 146-93-12-36H 1, Wolf Bay,
DateOil RunsMCF Sold
1-2025136284991
12-2024138526219
11-2024131287721
10-2024140106534
9-202451872251
  • 40482, conf, Silver Hill Energy Operating, Tucson W 158-94-26-35-1MBH, White Earth,
DateOil RunsMCF Sold
1-20251958722810
12-20242363520114
11-20242296011125
10-20242993217399
9-202498680
  • 40473, conf, Hess, GO-John-156-98-0508H-4, Wheelock,
DateOil RunsMCF Sold
1-20251726925050
12-2024980114082
11-20242263230154
10-20242508119313
9-20241616623087
  • 40157, conf, Hess, EN-Schroeder-157-94-1102H-4, White Earth,
DateOil RunsMCF Sold
1-20251556734216
12-20241853425657
11-20241498815071
10-20241833619795
9-20241307313453


  • 40031, conf, Hunt Oil, Shell 153-89-6-8H 1, Parshall,
DateOil RunsMCF Sold
1-20252001513913
12-20242306915332
11-2024223949256
10-20242861711887
9-202498914425
  • 41023, conf, CLR, Bud FIU 8-30H, Crazy Man Creek, npd,
  • 39317, conf, Grayson Mill, Marilyn 31-33 1H, Painted Woods,
DateOil RunsMCF Sold
1-20251974317109
12-20242850520370
11-20243858230404
10-2024293803811
9-202468740
  • 40866, conf, BR, West Kellogg 4B-MBH-B, Elidah, npd,
  • 40302, conf, Hess, GO-ohn-156-98-0508H-2, Wheelock,
DateOil RunsMCF Sold
1-20251170117243
12-20241784226309
11-20241473532956
10-20242869847319
9-20242013527940
  • 40033, conf, Hunt Oil, Shell 153-89-5-8H 1, Parshall,
DateOil RunsMCF Sold
1-2025128376513
12-2024224027677
11-20242525211775
10-20243357114523
9-2024168287006
  • 40030, conf, Hunt Oil, Oakland 154-89-31-30H 3, Parshall,
DateOil RunsMCF Sold
1-2025128376513
12-2024224027677
11-20242525211775
10-20243357114523
9-2024168287006
  • 41050, conf, BR, Phantom Backbone 7D-ULW, Elidah, npd,
  • 40875, conf, Oasis, Barnes Federal 5202 43-11 3B, Indian Hill, npd,
  • 40876, conf, Oasis, Barnes Federal 5202 41-11 3B, Indian Hill, npd,
  • 40858, conf, BR, West Kelloggg 4C-UTFH-B, Elidah, npd,
  • 41104, conf, Medora Minerals, LLC, Davis Creek 2-28H, Davis Creek,
DateOil RunsMCF Sold
1-202534600
12-202440440
11-202430050
  • 40780, conf, Oasis, Barnes Federal 5202 43-11 4B, Indian Hill, npd,
  • 40446, conf, Grayson Mill, Alfred South 20-22-5H, Elk,
DateOil RunsMCF Sold
1-20253137434369
12-20243521923853
11-20243381123672
10-2024325808725
9-2024254980
  • 39951, conf, Hess, EN-Wefald-156-24-2413H-4, Big Butte,
DateOil RunsMCF Sold
1-20251713631528
12-20241491122851
11-20242661032836
10-2024123605895
9-2024131971875
  • 40859, conf, BR, West Ranch 4D-MBH-ULW-B, Elidah, npd,
  • 40445, conf, Grayson Mill, Alfred South 20-22 4H, Elk,
DateOil RunsMCF Sold
1-20251904717348
12-20243723127607
11-20243039722064
10-2024303128623
9-2024207570
  • 41035, conf, BR, Phantom Ship 7C, Elidah, npd,
  • 26467, conf, Grayson Mill, Scott 150-99-13-24-4H,  Siverston,
DateOil RunsMCF Sold
11-20241150
10-202493249331
  • 25271, conf, Grayson Mill, Holm 150-99-13-24-2H, Siverston, 
DateOil RunsMCF Sold
11-20242030
10-20241830511929
  • 25270, conf, Grayson Mill, Holm 150-99-13-24-3H, Siverston,
DateOil RunsMCF Sold
11-20242250
10-20241910016103
  • 40472, conf, Hess, GO-John-156-98-0508H-5, Wheelock,
DateOil RunsMCF Sold
1-20252394742612
12-20242809543793
11-20242035626819
10-20243227071829
9-20243103060778
  • 26468, conf, Grayson Mill, Scott 150-99-13-24-5H, Siverston,
DateOil RunsMCF Sold
11-20241730
10-20241411213589
at No comments:

Wells Coming Off Confidential List This Next Week -- March 9, 2025

Locator: 48475WELLS.

Wednesday, March 17, 2025: 50 for the month, 165 for the quarter, 165 for the year,
40032, conf, Hunt Oil, Oakland 154-89-31-29H 1,
39890, conf, Hunt Oil, Halliday 146-93-11-1H-1,
39889, conf, Hunt OIl, Halliday 146-93-12-36H 1,

Tuesday, March 18, 2025: 47 for the month, 162 for the quarter, 162 for the year,
40482, conf, Silver Hill Energy Operating, Tucson W 158-94-26-35-1MBH,
40473, conf, Hess, GO-John-156-98-0508H-4,
40157, conf, Hess, EN-Schroeder-157-94-1102H-4,
40031, conf, Hunt Oil, Shell 153-89-6-8H 1,

Monday, March 17, 2025: 43 for the month, 159 for the quarter, 159 for the year,
41023, conf, CLR, Bud FIU 8-30H,
39317, conf, Grayson Mill, Marilyn 31-33 1H,

Sunday, March 16, 2025: 41 for the month, 157 for the quarter, 157 for the year,
40866, conf, BR, West Kellogg 4B-MBH-B,
40302, conf, Hess, GO-John-156-98-0508H-2,
40033, conf, Hunt Oil, Shell 153-89-5-8H 1,
40030, conf, Hunt Oil, Oakland 154-89-31-30H 3,

Saturday, March 15, 2025: 37 for the month, 153 for the quarter, 153 for the year,
41050, conf, BR, Phantom Backbone 7D-ULW,

Friday, March 14, 2025: 36 for the month, 152 for the quarter, 152 for the year,
40875, conf, Oasis, Barnes Federal 5202 43-11 3B,

Thursday, March 13, 2025: 35 for the month, 151 for the quarter, 151 for the year,
40876, conf, Oasis, Barnes Federal 5202 41-11 3B,
40858, conf, BR, West Kelloggg 4C-UTFH-B,

Wednesday, March 12, 2025: 33 for the month, 149 for the quarter, 149 for the year, 
41104, conf, Medora Minerals, LLC, Davis Creek 2-28H,
40780, conf, Oasis, Barnes Federal 5202 43-11 4B,

Tuesday, March 11, 2025: 31 for the month, 147 for the quarter, 147 for the year, 
40446, conf, Grayson Mill, Alfred South 20-22-5H,
39951, conf, Hess, EN-Wefald-156-24-2413H-4,

Monday, March 10, 2025: 29 for the month, 145 for the quarter, 145 for the year,
40859, conf, BR, West Ranch 4D-MBH-ULW-B,
40445, conf, Grayson Mill, Alfred South 20-22 4H,
41035, conf, BR, Phantom Ship 7C,
26467, conf, Grayson Mill, Scott 150-99-13-24-4H,
25271, conf, Grayson Mill, Holm 150-99-13-24-2H,
25270, conf, Grayson Mill, Holm 150-99-13-24-3H,

Sunday, March 9, 2025: 23 for the month, 139 for the quarter, 139 for the year, 
40472, conf, Hess, GO-John-156-98-0508H-5,
26468, conf, Grayson Mill, Scott 150-99-13-24-5H,

Saturday, March 8, 2025: 21 for the month, 137 for the quarter, 137 for the year,
None.

at No comments:

Saturday, March 8, 2025

Saturday, March 8, 2025

Locator: 48474ARCHIVES.

Tag: Intuitive Machines lunar landing

Measles: link to Red Book Online Outbreaks.

  • in the full year, 2024: 285 total cases in the US
    • 40% of cases hospitalized
  • so far, calendar year, 2025: 222 cases
    • 17% of cases hospitalized

Measles: from March 21, 2024 -- last year --


Measles, 2025 US epidemic:

  • Texas: 
    • January, 2025: current epidemic broke out, 
      • centered in Mennonite community in West Texas
    • February 24th report: 124 cases to date
    • March 4th report: 159 cases
    • March 8th report: 230 cases; 
      • second death but whether "due" to measles is being investigated

********************************************
For The Archives

Stories I may or may not get back to:

  • Elaine Chao
  • The Kennedy Center
  • ChargePoint
  • Hamas
  • WTI: price, observations 
    • 1986 - 1999: little volatility, $20
    • 2001 - 2001: huge surge, from $20 to $140
    • 2008 - 2024: huge volatility; from a high of $140; to a low of $35
    • 2025: going into the Trump era, could re-set to $60, possibly lower
  • Texas measles, now US measles
  • Portland, Oregon's craft beers 
  • Apple's new chips.
  • Apple's iPhone 16e. 
  • James Bond; new owner for the franchise.
  • construction dollars, California vs Texas, link here.
  • NASCAR: Phoenix this weekend; today's race, soon to begin (posted March 8, 2025, 3:36 p.m. CT)
  • lunar lander dead



March Madness: link here.

  • selection: next Sunday, March 16
  • it begins, Tuesday, March 18

American Airlines: a shout-out to my favorite airline.

DFW: a shout-out to my favorite international airport.

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

Arrived today: Chronological Life Application Study Bible. Published October 1, 2012. Regularly priced, $59.99; on sale, off 44%, for $33.49.

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

Sophia's soccer team won their opener, 1 - 0 in harsh conditions.  

Sophia has turned the corner with regard to her soccer skills. One of two goalies, each play a full half.

at No comments:

Friday, March 7, 2025

Week 10: March 4, 2025 -- March 10, 2025

Locator: 48473TOPSTORIES. 

Geoff Simon's quick connects. 

Top stories:

  • President Trump

******************************************
Top Stories

Geoff Simon's quick connects.

***************************
The First 100 Days
January 20, 2025 - April 30, 2025

Sixth Week Of President Trump's Presidency

**********************************
The Top Stories

Top story of the week:

  • President Trump flips-flops on tariffs -- impossible for anyone to know what's going on
  • President Trump's "State of the Union Address" -- hits it out of the ballpark
    • opposition made fools of themselves; Americans who tuned in, not impressed

Top international non-energy story:

  • tariffs
    • Mexico, Canada: tariffs postponed at least for most items
    • China: appears to remain unchanged: 20% increase on what tariffs have been

Top international energy story:

  • OPEC pushing prices down

Top national non-energy story:

  • Measles outbreak in southwest US
    • mostly Mennonite community in west Texas
    • now at 200 cases; variously reported, 1 - 2 deaths
    • cases now outside Texas for first time -- New Mexico
    • so far vaccine seems to "be working"
  • President Trump
  • Minnesota: apparently has completely overspent huge budget surplus; now several billion shortfall;
  • California's governor moving to center in anticipation of running for president 
  • The Kennedy Center: leadership changes.

Top national energy story:

  • SD governor signs bill banning eminent domain for CO2 pipeline
    • one surface owner can scuttle entire project

Focus on fracking: current link here. Generally updated late Sunday night.

Top North Dakota non-energy story:


Top North Dakota energy story:

at No comments:

Three New Permits -- March 7, 2025

Locator: 48472B. 

Tag: mortgage rates measles

Measles: official US policy -- measles vaccines available for those who want to get vaccinated; costs around $25 per vaccine; not "free"; but most American citizens have some way of getting it for free;   measles vaccine appears to be "100%" effective with "zero" serious side effects; vaccine appears to provide lifelong immunity; vaccine provided by Big Pharma; SecHHS lukewarm to vaccination; emphasizes "natural remedies, to include cod liver oil." 

Economy: people are buying houses. Correlation with my favorite chart?

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

WTI: $66.28. Promises made, promises kept. Energy prices continue to fall.

Active rigs: 33.

Three new permits, #41684 - #41684 - #41686, inclusive:

  • Operators: Petroshale
  • Field: Mandaree (Dunn County)
  • Comments: 
    • Petroshale has permits for three Horse Camp wells, NENE 11-149-93; 
      • to be sited 613 / 640 FNL and 1180 / 1233 FEL.

at No comments:

Seasonal Flu Update -- March 7, 2025

Locator: 48471FLU. 

Link here. Selected years.

***********************************
Unemployment

Latest report, link here.

*************************
Goldilocks Economy

But finally, for those looking for signs of stagflation, we have all three: signs of a slowing economy (GDP); sticky inflation; and, unemployment not dropping. The numbers are still incredibly good, but the numbers are not "improving."

The first quarter, 2025 belongs to Joe Biden. The last quarter, 2025, will belong to Donald Trump.

See this post, from October 10, 2023. 


at No comments:

TGIF -- March 7, 2025

Locator: 48470B.

WTI: $68.13.

New wells;

  • Sunday, March 9, 2025: 23 for the month, 139 for the quarter, 139 for the year, 
    • 40472, conf, Hess, GO-John-156-98-0508H-5,
    • 26468, conf, Grayson Mill, Scott 150-99-13-24-5H,
  • Saturday, March 8, 2025: 21 for the month, 137 for the quarter, 137 for the year,
    • None.
  • Friday, March 7, 2025: 21 for the month, 137 for the quarter, 137 for the year, 
    • 40496, conf, Hess, GO-Olson-157-98-2536H-4,
    • 40370, conf, Enerplus, LK-Quilliam 147-97-14-23-8H,
    • 40366, conf, Enerplus, LK-Erickson 147-97-11-2-5H-LL,
    • 40363, conf, Enerplus, LK-Quilliam 147-97-14-23-5H-LL,

RBN Energy: Targa Resources, Phillips 66 detail plans for expanding Permian-to_Gulf infrastructure. Part 1 archived. Part 2 archived.

The handful of midstream companies that provide a full range of “wellhead-to-water” services between the Permian and the Gulf Coast are in growth mode, advancing a long list of gas processing plants, takeaway pipelines, fractionators and export terminal expansions. Last time we looked at what Enterprise Products Partners and Energy Transfer are up to. In today’s RBN blog, we shift our spotlight to what Targa Resources and Phillips 66 are planning, with Targa building a slew of projects and P66 growing primarily through organic opportunities that have arisen following recent bolt-on M&A. 

As we said in Part 1, a small but gradually growing group of midstreamers have seen the benefits of owning and operating the infrastructure that processes, transports and, in many cases, exports the increasing volumes of crude oil, natural gas and NGLs emerging from wells in the Permian Basin. Companies that offer the full gamut of midstream services can reap a number of important benefits — chief among them, the ability to operate with extraordinary efficiency, collect fees from shippers each step of the way, and feed pipelines, fractionators, storage and export terminals along the network’s value chain.

In that blog, we also detailed plans by Enterprise to add another 900 MMcf/d of gas processing capacity in the Permian over the next year or so, as well as bring online its 600-Mb/d Bahia NGL pipeline from West Texas to Mont Belvieu (in Q3 2025) and yet another fractionator (also in Q3). Several projects that will boost the company’s NGL export capacity out of Beaumont and Houston are also planned. Energy Transfer has similarly ambitious plans: 875 MMcf/d of incremental Permian gas processing capacity, upgrades to its Lone Star and West Texas Gateway NGL pipelines, a new fractionator at Mont Belvieu, an expansion at its Nederland Terminal to handle more NGL exports, and — last but not least — the 400-mile, 1.5-Bcf/d (and maybe larger) Hugh Brinson gas pipeline from West Texas to south of the Dallas/Fort Worth area.

Targa Resources Assets and Projects in Texas

Figure 1. Targa Resources Assets and Projects in Texas. Source: RBN 

 

at No comments:

Jump In Production -- An Old MRO Well In Bailey Oil Field -- March 6, 2025

Locator: 48469B.

The well:

  • 23699, 1,374, MRO, C. O. 34-20H, t11/2; cum 284K 11/18; cum 333K 10/21; cum 341K 5/22; cum 531K 1/25;

Note the jump in production, originally drilled back in 2012:

BAKKEN10-20243149985004764913751111352537
BAKKEN9-20243056485630510615569154873
BAKKEN8-202425476047695157119321184722
BAKKEN7-20243163466352578516403150001318
BAKKEN6-202430604560413960168711671187
BAKKEN5-202431771277336819205692043955
BAKKEN4-20243089378964100361751617187266
BAKKEN3-20243110808107611393417820165511207
BAKKEN2-2024228211821611212133531327731
BAKKEN1-20243110765107771771716713155501106
BAKKEN12-202331177991779625447270762692979
BAKKEN11-2023301755817546280032231022147109
BAKKEN10-2023311954719548369141968519336304
BAKKEN9-2023301818218178515061681016543222
BAKKEN8-202329160321599660777145061438573
BAKKEN7-2023330523034186842436240323
BAKKEN6-20230000000
BAKKEN5-20230000000
BAKKEN4-20230000000
BAKKEN3-20230000000
BAKKEN2-2023724437912832124139
BAKKEN1-202331114511266321281922164
BAKKEN12-202230109710666341316897151
BAKKEN11-202230101110536601418918209
BAKKEN10-2022311273120672717011250256
BAKKEN9-20223011671206704146311726
BAKKEN8-2022311280123981716921384113

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

Link here.

I did not realize until recently I had a first edition of this book. Whoo-hoo!

I've read it twice. Time to read it again.

I was reminded of the book when reading Isaac Asimov's Guide To Shakespeare, "A Midsummer Night's Dream," pp 50 - 51. 

Memoirs of Hecate County. Published in 1946, but banned in the state of New York until 1959, when it was reissued with minor revisions by the author. [Minor revisions? Essentially changed one line in one story.]

Which led me to this question: what is the most intimate question one can ask a married woman over the age of 39?  A rhetorical question. Please don't reply. For the archives. 

at No comments:

Thursday, March 6, 2025

Measles -- Covid: Then And Now -- March 6, 2025

Locator: 48468MEASLES.

Musical Interlude

Sweet Jane: link here. Anyone who's ever had a heart ....

**********************************
For The Archives

Re-posting from earlier today:

Measles:

  • Texas: 
    • January, 2025: current epidemic broke out, 
      • centered in Mennniote community in West Texas
    • February 24th report: 124 cases to date
    • March 4th report: 159 cases
  • Response?
    • then, Dr Fauci: lock down; mask; mandatory vaccination; IV Lysol; 
      • daily press conferences
      • national hysteria
    • now, RFK, JR cod liver oil; vitamins; vaccinate if you are so inclined
      • weekly update, maybe
      • cool, calm and collected
  • Observations:
    • measles markedly more infectious than Covid-19; 
      • markedly more infectious; 
      • no comparison
    • mortality, worldwide:
      • measles: 150,000 / year
      • Covid-19: 500,000 / year
    • reporting: entirely "political" / slanted / agenda-driven

Re-posting from 2023:

Locator: 45606B.  

The Bailey oil field is tracked here.

I'll never quit blogging about the Bakken but if I did quit, I would replace the blog with a blog on MRO activity in the Bailey oil field, North Dakota. Just saying. But I guess that’s still sort of like the Bakken. But different.

*******    
On Another Note

For the record, I have more posts than GasBuddyGuy has tweets.

*******    
On Another Note

Nothing to do with the Bakken, but for the archives, I've just about had enough with EU regulators. Now, the EU is upset with Nvidia.
 
*******    
On Another Note

My wife seems to be able to drive to any location in the local area in a third of the time it would take me.
 
*******    
On Another Note

I have to laugh. Some folks think the government shutdown was due to Feinstein. LOL. 100% due to GOP. The WSJ. [Later: GOP does their job.]
 
*******    
On Another Note

Reality sucks.

Underlying inflation cooled notably this summer, with price pressures moderating for a third consecutive month in August. 
If that continues this fall, it would strengthen the case for the Federal Reserve to stop raising interest rates. 
The Fed’s preferred inflation gauge, the personal-consumption expenditures price index, rose a seasonally adjusted 0.4% last month, largely reflecting energy costs. 
Core prices, which exclude food and energy, rose just 0.1% in August, the weakest monthly increase since 2020, the Commerce Department said Friday. 
Over the three months through August, core prices rose at a 2.2% annualized rate. If that trend continues in the coming months, inflation would be running very close to the Fed’s 2% target.  
But higher energy prices pushed up overall inflation last month, highlighting why officials aren’t ready to declare victory.

at No comments:

Six New Permits -- March 6, 2025

Locator: 48467B.

Measles:

  • Texas: 
    • January, 2025: current epidemic broke out, 
      • centered in Mennote community in West Texas
    • March 4th report: 159 cases
    • February 24th report: 124 cases to date
  • Response?
    • then, Dr Fauci: lock down; mask; mandatory vaccination; IV Lysol; 
      • daily press conferences
      • national hysteria
    • now, RFK, JR cod liver oil; vitamins; vaccinate if you are so inclined
      • weekly update, maybe
      • cool, calm and collected
  • Observations:
    • measles markedly more infectious than Covid-19; 
      • markedly more infectious; 
      • no comparison
    • mortality, worldwide:
      • measles: 150,000 / year
      • Covid-19: 500,000 / year
    • reporting: entirely "political" / slanted / agenda-driven

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

WTI: $66.28. Promises made, promises kept. Energy prices continue to fall.

Active rigs: 33.

Six new permits, #41673 - #41678 - #41683, inclusive:

  • Operators: Devon (3), Hess (2), and Hunt Oil Company
  • Fields: South Tobacco Garden (McKenzie County); Wheelock (Williams County); Ross (Mountrail County)
  • Comments: 
    • Hunt has a permit for a State A well, NENE 8-156-90, 
      • to be sited 875 FNL and 505 FEL;
    • Hess has permits for two GO-Haug wells, lot 4, section 19-156-98;
      • to be sited 573 FSL and 579 / 612 FWL;
    • Devon has permits for three Johnson wells; SWSW 34-150-99; 
      • to be sited 445 FSL and 453 / 513 FWL

Three producing wells (DUCs) reported as completed:

  • 40748, 3,279, MRO, Gross 24-23H, Dunn County;
  • 40749, 2,925, MRO, Rosenkranz 24-23H, Dunn County;
  • 40750, 3,046, MRO, McAdoo 34-23H, Dunn County;

In depth:

  • a fourteen-well pad in Bailey oil field;
    • #40462; #40743 - #40751, inclusive; and, #40774, #40779, #40781, #40782
    • it appears nine are actively producing and reporting
    • it appears five are on DLR status but drilled to depth; probably fracked, also
    • it appears six run south; eight run north (could be mistaken) -- including two section line wells and two wells west of the "primary" drilling unit, sections 23 and 26
  • four wells of interest all are off line, as would be expected:
    • 18736, 626, MRO, Rosemary Eckelberg 21-26H, Bailey oil field, t9/10; cum 290K 11/24;
    • 21970, 1,234, MRO, Eckelberg 14-23TFH, Bailey oil field, t3/12; cum 214K 11/24;
    • 17310, 459, MRO, Rosemary Eckelberg 41-26H, Bailey oil field, t8/08; cum 205K 6/24;
    • 17318, 483, MRO, Clive Pelton 34-23H, Bailey oil field, t8/08; cum 225K 9/24;

at No comments:

Disclaimer, NVDA, Eggs, My Favorite Chart -- March 6, 2025

Locator: 48466ARCHIVES.

Politics: one gets the feeling that a very, very large silent majority is beginning to feel quite liberated. Trump's honeymoon among them could last a very, very long time. Trump had no honeymoon among the Democrats in Congress (US House and US Senate) and no honeymoon among federal judges, and now even the US Supreme Court, so:

  • he has nothing to lose among those two groups; and, 
  • the open hostility manifested by those two groups will likely endear the very, very large silent majority to his side.

Politics: the very, very large silent majority is noting that the Minnesota Dems and the AOC squad are supporting (California Dems are becoming less and less visible except in California):

  • an extension of the Ukraine war, even if it leads to WWIII or the use of nuclear weapons; full support for Zelenskyy's "no-compromise" stand; and, zero support for Trump's peace overtures;
  • a desire to allow men to participate in women's sports;
  • continued government spending with no need to cut the deficit or the debt;
  • continued support for the global trading system in which China, India, and the South Pacific Islands are all treated as emerging nations at the expense of the American taxpayer.

Investing: I have never been more aggressive buying US equity than I am now. 

I have a 30-year-rolling horizon and my entire portfolio will go to the grandchildren. They will not care what the market was doing on the day I bought the shares. They will also not care at what price I bought the shares. Don't misread that or take that out of context.

Today, link here:

Summit Carbon, hope springs eternal. Link here. See also.

See disclaimer at bottom of blog. I haven't posted the "disclaimer, briefly" for quite some time. The disclaimer is always available on every page, and at the top among the pages.

NVDA: link here. Down 16% today? I wonder how Nancy is doing? Stargate was first (?) mentioned on the blog February 8, 2025. Since then, we've had announcements for two large AI/LDC build-outs in/near Salt Lake City (#2) and Abilene, TX (#1).



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My Favorite Chart

MMF, re-posting:

Locator: 48435MMF.

Link here.


Elsewhere, holy mackerel, link here:

Washington, DC; February 27, 2025—Total money market fund assets increased by $60.54 billion to $6.97 trillion for the week ended Wednesday, February 26, the Investment Company Institute reported today. Among taxable money market funds, government funds2 increased by $52.97 billion and prime funds increased by $5.84 billion. Tax-exempt money market funds increased by $1.72 billion.

Also, link here.

Eggs: the Louisville Courier Journal. Link here. Kroger and Walmart are "holding the line." Kroger at $5.50 / dozen; Publix at $650. Advertised by Uber Eats for $2.80 / dozen at an Albertsons location in Portland. Link here.

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Disclaimer
Brief Reminder 

Briefly:

  • I am inappropriately exuberant about the Bakken and I am often well out front of my headlights. I am often appropriately accused of hyperbole when it comes to the Bakken.
  • 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 Bakken, 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. Nvidia is a metonym for AI and/or the sixth industrial revolution.
  • I've now added Broadcom to the disclaimer. I am also inappropriately exuberant about all things Broadcom.
  • Longer version here.    
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