Locator: 49382LNG.
LNG: year in review -- link here. No one saw this coming ten years ago -- or whenever it began -- I lose track of time -- but when I started blogging the US was building LNG import terminals. Somewhere during the Bakken revolution an excess of natural gas became a huge story and the rest was history.
Investing: I didn't look at the market last week --
-- maybe starting ten days ago, I forget, I quit looking at the market -- minor exceptions -- because the market was selling off, I was fully invested, no cash to buy anything, and all I heard was "this is the worst pullback since April, 2025."
So, today, with the news that the government shutdown may be coming to an end -- it will certainly be over by Thanksgiving, if not this week -- I checked to see how the market was doing. Most surprising, that "pullback." Way, way over-hyped. Didn't amount to anything and today we're close to where we were -- in less than four hours of trading.
By the way, did any conservative news site tell us how much money Nancy Pelosi lost last week with "the biggest pullback since April, 2025"? Crickets.
Palantir: one exception with regard to the market.
I completely missed Palantir (long, sad story) and said I would never get in. But the pullback last week was so ridiculous, so just to prove a point, I started a position in Palantir. It will never move the needle in my portfolio but at least I can now say I own Palantir. LOL. Up $13.45 / up 7.45% today. Just saying. I'm not a market timer by any means, but this was just so incredibly stupid -- the pullback in Palantir.
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Back to the Bakken
WTI: $59.58. Link here.
New wells reporting: link here.
RBN Energy: link here.
