Wednesday, December 3, 2025

Economy -- The Numbers -- December 3, 2025

Locator: 49593MSFT.

Wells Fargo: one word -- Oracle. 

Microsoft: headline with bad report -- shares plunge pre-market. If MSFT's report and interpretation of the report is accurate, this is company specific. Company specific. Windows 11 and Azure. Link here
Link here. MSFT loses 2.3% at the open; down over $11 / share. AAPL, ORCL, AMD all up. 

My favorite chart: huge jump.

GDPNow: 3.9%.

Electricity prices: North Dakota has the overall lowest rate. North Dakota has always been low; seldom the absolute lowest. September data just released. North Dakota is the only state in single digits. I could be wrong on some of this but not by much. Will post link and numbers later. 

CU: surges. Here we go.

US oil production: another record.

US LNG export: another record. 

Sleeper: Skechers' slip-ons.