Locator: 44726BAKKENCOLD.
Monday, January 20, 2025
Just Released -- Pelosi Has Filed For These Trades -- January 20, 2025
Locator: 44725INVESTING.
It appears she filed for those companies whose CEOs were on the stage for Trump's inauguration -- especially after seeing Tim Cook there.
Here's the full thing:
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Texas
Going to get a lot of money from the Federal government. Huge amount of money.
Big Tech will be called in to help deportation mandates. Palantir?
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Pardons
Why the extended Trump family is relieved to hear that President Biden pardoned his entire extended family. And to think The New York Times, et al, were worried about a Trump oligarchy. You don't need an oligarchy when you're president. LOL
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Risk-On Trade -- Animal Spirits
FOMO -- MOJO
This is going to be an investing opportunity like we've never seen before.
I would be hate being "short" going into Tuesday trading.
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Exhibit A
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Disclaimer
Brief
Reminder
- 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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Others
Palantir: immigration policy.
Three "Myths" Busted -- January 20, 2025
Locator: 44725SAUDI.
Wow, this did not age well.
Three "myths" no longer discussed:
- the Red Queen effect in the Bakken;
- M. King Hubbert theory of peak oil;
- US shale can't replace Saudi's cutback in production.
For Those Not Interested In This Morning's Inauguration Activities, The Weather Channel May Be Your Best Bet -- The Weather Story In South Texas Through Southern Louisiana Will Be The Big Story Today -- January 20, 2025
Locator: 44723TVTODAY.
The next best option for those who do not want to watch the inauguration ceremonies this morning: the sports talk shows.
NFL: the conference championship games have been set. By this time next week, we will know the two two teams heading to Super Bowl 59. The four: Washington Commanders / Philadelphia Eagles; Buffalo Bills / Kansas City Chiefs. Three teams from the northeast United States; one from fly-over country.
According to a media guide from 2005 published for Super Bowl XL in Detroit, the NFL uses Roman numerals to denote Super Bowls because the title game is held in the calendar year after the majority of the NFL season is held.
Regardless of the reason: the decision was brilliant.
Calling it the "Super Bowl," was coined by a formed Kansas City Chiefs coach.
NFL quarterbacks: Jerry Jones must be second-guessing his choices (if he's honest with himself).
As mentioned yesterday, the NFL quarterback story is passing Dak Prescott by. Day-by-day, Dak is becoming less and less relevant. It was fortunate for Mike McCarthy to be able to leave now. If the Cowboys don't make it to the second game of the playoff season this next year, it's all over for Dak Prescott. I've never seen a year in which quarterbacks have been so dominant. Even fair weather fans can name most of the NFL quarterbacks this year; but quick, name the top ten tight ends, top ten running backs. Yeah.
Trump: Of course, this afternoon will be completely different when President Trump starts releasing his executive orders.
Ironically -- at least I think it's ironic -- President Barack Obama, a legal scholar trained at Harvard -- perfected the art of Presidential executive orders. And now, President Biden has really, really lowered the bar for Presidential pardons, commutations, and executive orders -- most interesting is how Trump will find "novel" ways to act outside of Congressional "oversight."
My hunch: the US Supreme Court is going to have a very, very busy calendar for the next four years.
Yesterday, the "understanding" was that Trump would sign 50 executive orders today. Now, 100?
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Presidential Actions
Biden's pardons, commutations, and executive orders in his last month of office will make it much easier for Trump in his first month. Isn't there a word for that? Karma?
Trump is not running for re-election. JD Vance is seldom seen on-stage with Trump. Elon Musk is frequently seen on stage with Trump.
I'm hoping the administration sticks with a three-punch strategy: Trump - Mush - JD Vance.
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More Football
Tonight: the NCAAF Super Bowl.
Notre Dame (7) vs Ohio State (8).
WOW! ISO-NE Is Now Using Huge Amounts Of Oil To Keep The Lights On -- January 20, 2025
Locator: 44722ISONE.
The bigger story for ISO-NE is the wide swings of prices and sources for energy, literally hour-by-hour.
On a holiday, the price of electricity in ISO-NE is "orange-brown" -- some of the highest prices this region ever experiences.
But look at the sources of energy.
First the prices, trending toward $200 and higher:
Now the sources of energy:
New York ISO is just as interesting, if not more so. Link here.
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