Locator: 49277B.
Current shutdown, 2025:
- today: 29th day
- 35th day -- next Tuesday, November 4, 2025
- US Senate scheduled to be out of town for nine days, starting Friday evening, November 7, 2025
- November 7: 38th day
- November 17: 48th day
- November 21: current CR bill runs out
- then again, another nine days, starting Friday evening November 21, 2025, Thanksgiving break
Headlines:
- SK Hynix: Nvidia supplier. By the way, Trump is making his Asian swing. Jensen Huang after his keynote speech at a tech meeting in Washington, DC, flew immediately to "Korea" where Trump had also visited on his Asian swing. Now why would Jensen Huang fly to Korea just as Trump was also visiting?
- Micron: stock jumps on upbeat chip forecast from SK Hynix. Link here.
- Copper high: are we about to have a silver-like surge in copper? Link here.
- SCCO: huge earnings report; beats by 13 cents; not trivial;
- OKE: higher than expected earnings; may have hit record 3rd quarter earnings; need to check;
- Dividends: OKE and LNG
- X-59
- ceasefire restored; Gaza yellow line
Charts, graphs:
- App Economy Mag 7: link here.
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Back to the Bakken
WTI: $60.20; link here.
New wells: link here.
RBN Energy: link here.
