Sunday, March 23, 2025

Is This Only The Tenth Week Of President Trump's Presidency? March 23, 2025

Locator: 48357ARCHIVES.

Investing

Tariffs: autos and microchips off the table? Link to The WSJ. Position 1.

2 nm: Apple quickly moving to TSMC's 2-nm process / A20 chip for next iPhone. Link here. iPhone 18 / A20 hip / 2-nm process. Chips are tracked here.

************************
Politics, Literature, Miscellaneous

Politics: great news for Trump -- "defiant Schumer says he won't step down; isn't going anywhere." That second half is true -- Schumer isn't going anywhere. LOL.

  • Schumer is "old school" -- big plus for Trump in negotiations;
  • at least half of the Democratic rank-and-file can't stand Schumer; clearly the "Mitch McConnell" of the Democrat party;
  • he's as transactional as Trump;

Universities looking to "play ball with Trump." Link to The WSJ. Position 7.

IRS, ICE may reach deal on sharing information. It's already being done and is lawful but IRS has been relatively unhelpful -- until now. Link to The WSJ. Position 4.

  • ICE provides detailed background for a "yes/no" question. IRS will reply with a one-word answer.

Colorado legislature: finds the Second Amendment offensive -- and this is Colorado! Demands GOP rep remove a sticker with a reference to second amendment from his laptop. Wow.

Snow White: Disney film bombs at the box office. Not good.

Stranded astronauts: the reason behind the "stranded astronauts" story is truly concerning. Very concerning. 

Brenda James: they know.

North Texas weather: 79°F today (was forecast to reach 80°F but may not make it). Forecast for tomorrow, 81°F ... but look at this .. 89°F on Tuesday. Folks are at the pool today. A bit windy which makes it feel a bit cooler than it really is.

Wrestling And The F-47 And A Bunch Of Other Stuff And Then Off The Net For Awhile -- March 23, 2025

Locator: 48356FLYINGHIGH.

March Madness: second day of second round today. Will set the stage for the sweet 16. 

Wrestling

  • biggest upset in college wrestling history, link here;
  • biggest upset in college wrestling history, ESPN;
  • biggest upset in college wrestling history, Reddit;
  • biggest upset in college wrestling history, The Oklahoman;


F-47
:

  • I guess it's for real? Link here.
  • has been flying since Trump's first term, over five years ago?

*************************************
Tech

Nvida, Intel, AMD, link here:


Beth
, link here:


Amazon (AMZN)
, link here:

**********************************
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.
  • I've now added Oracle to the disclaimer. I am also inappropriately exuberant about all things Oracle.
  • Longer version here.     

*****************************
Clearing Out The Riff-Raff

Venezuela repatriation flights to resume today, Sunday, March 23, 2025, link here.

****************************
Eggs

Update:

  • Walmart, eggs, one dozen, large: $3.29 (huge supply) -- two days ago
  • neighborhood high-end grocer, eggs, one dozen, large: $7.98 (limited supply) -- yesterday

****************************
Riff-Raff

Who is Mahmoud Khalil? Link here.

Link here. Great read.

Initial Production For Wells Coming Off Confidential List This Next Week -- March 23, 2025

Locator: 48355WELLS.

The wells

  • 41033, conf, BR, Cleetwood 7C, Elidah, npd,
  • 40223, conf, Slawon, Kahuna 5-6-7H, Pleasant Hill, npd,
  • 39813, conf, Kraken, Apollo 18-7-6 1H, Big Stone, npd,
  • 36620, conf, BR, West Kellogg 2C-MBH, Elidah, npd,
  • 41186, conf, Murex, LA-Emma Rose 30-31H LE MB, Alexander, npd,
  • 40154, conf, Hess, EN-Engebretson-157-94-1003H-4, White Earth,
DateOil RunsMCF Sold
1-20251792225839
12-20241888522713
11-20241656120269
10-20243215138771
  • 39320, conf, Grayson Mill, Marilyn 31-33 4H, Painted Woods,
DateOil RunsMCF Sold
1-20252854028265
12-20243053022162
11-20242463018726
10-2024187052470
9-2024390
  • 41131, conf, Murex, LA-Riley Kyle 25-36H MB, Alexander, npd,
  • 40155, conf, Hess, EN-Schroeder-157-94-1102H-2, White Earth,
DateOil RunsMCF Sold
1-20251950026996
12-20242154327192
11-20241482516918
10-20242581227911
  • 39693, conf, Hess, TI-Beauty Valley-158-95-1423H-6, Tioga,
DateOil RunsMCF Sold
1-20251480118602
12-20241219514831
11-2024106659054
10-20241233310462
  • 41020, conf, CLR, Alfsvaag Federal 7-31H, Crazy Man Creek, npd,
  • 40857, conf, BR, West Kellogg 4A UTFH-B, Elidah, npd,
  • 40512, conf, Phoenix Operating, Daniele 26-35 2 5H, Burg,
DateOil RunsMCF Sold
1-20252035418083
12-20241965515055
11-2024213285186
10-2024138780
9-20241290
  • 40511, conf, Phoenix Operating, Daniele 26-35-2 4H, Burg,
DateOil RunsMCF Sold
1-20252408221485
12-20242272919869
11-2024197995033
10-2024169030
9-20241270
  • 40510, conf, Phoenix Operating, Daneile 26-35-2 2H, Burg,
DateOil RunsMCF Sold
1-20252254920410
12-20242142917800
11-2024205315413
10-2024195320
9-20241770
  • 40509, conf, Phoenix Operating, Daniele 26-35-2 1H-LL, Burg,
DateOil RunsMCF Sold
1-20252149818514
12-20242103117736
11-2024164894471
10-2024197290
9-20241880
  • 40474, conf, Hess, GO-John-156-98-0508H-3, Wheelock,
DateOil RunsMCF Sold
1-20251621922307
12-20241707024612
11-20242149126829
10-20243422237715
9-202422382077
  • 40447, conf, Phoenix Operating Daniele 26-35-2 3H, Burg,
DateOil RunsMCF Sold
1-20252252519971
12-20242285119457
11-2024165654319
10-2024173190
9-2024920
  • 41073, conf, BR, Tilton Diamond Forest 2A ULW, Lone Butte, npd,
  • 40219, conf, Hunt, Halliday 146-92-18-1H 1, Werner,
DateOil RunsMCF Sold
1-2025117895384
12-2024133606019
11-2024155567842
10-2024215327377
9-20242403510
  • 40218, conf, Hunt, Halliday 146-92-19-36H 1, Werner,
DateOil RunsMCF Sold
1-2025119807206
12-2024134717943
11-2024157208825
10-2024199719914
9-20241485508
  • 39319, conf, Grayson Operating, Marilyn 31-33 3H, Painted Woods,
DateOil RunsMCF Sold
1-20252903729659
12-20243384527357
11-20242545619469
10-2024239783275
9-20245840
  • 41089, conf, Neset Consulting Service, Roughrider 1, Wildcat, npd,
  • 40841, conf, Formentera, LAR1 26-2 161-94 BMB, Larson,
DateOil RunsMCF Sold
1-202572044394
12-202446254
  • 40839, conf, Formentera, LAR1 26-2 161-94 ATF, Larson,
DateOil RunsMCF Sold
1-202532641636
  • 40406, conf, Phoenix Operating, Nate 27-340-3 5H, Burg,
DateOil RunsMCF Sold
1-20252066620830
12-20242130319827
11-20241801913213
10-2024218262258
9-20249790
  • 39735, conf, CLR, Lielan 3-15H, Viking,
DateOil RunsMCF Sold
1-20253168315882
12-20242189920257
  • 41091, conf, Ragnar Exploration, Halley 1-36H, Gaylord,
DateOil RunsMCF Sold
1-20252393 0
12-202421890
11-202414240
  • 41021, conf, CLR, Bud FIU 7-30H, Crazy Man Creek, npd,
  • 40483, conf, Silver Hill Energy Operating, Tucson W 158-94-26-35-2MBH, White Earth,
DateOil RunsMCF Sold
1-20251490615884
12-20242546621176
11-20242229912347
10-20242745216472
9-202435720
  • 40475, conf, Hess, GO-John-LW-156-98-0507H-1, Wheelock,
DateOil RunsMCF Sold
1-20251467620191
12-20241358318490
11-20242021826498
10-20243136428351
9-202455991354
  • 40404, conf, Phoenix Operating, Nate 27-34-3 4H, Burg,
DateOil RunsMCF Sold
1-20252396123413
12-20242529822884
11-20241995516681
10-2024217182425
9-20248860
  • 40329, conf, Phoenix Operating, Nate 27-34-3 3H, Burg,
DateOil RunsMCF Sold
1-20252410923431
12-20242666923921
11-20241995216806
10-2024231492536
9-202416850

  • 40469, conf, Phoenix Operating, Nate 27-43-3 1H- LL, Burg,
DateOil RunsMCF Sold
1-20251727116695
12-20241831416329
11-20241431915407
10-2024193232321
9-202412330
  • 40403, conf, Phoenix Operating, Nate 27-34-3 2H, Burg,
DateOil RunsMCF Sold
1-20251905518701
12-20241990517609
11-20241698618424
10-2024223862473
9-202412290
  • 39695, conf, Hess, TI-Beauty Valley-LE-158-95-15423H-1, Tioga,
DateOil RunsMCF Sold
1-20251186913104
12-20241462613599
11-20241305313541
10-20241656017326
9-202419422342
  • 39042, conf, Grayson Mill, Dave Arnson 5-8 4H, Todd,
DateOil RunsMCF Sold
1-20251831925115
12-20242292020355
11-20243116625314
10-20242209211093
9-2024125270
  • 39041, conf, Grayson Mill, Dave Arnson 5-8 5H, Todd,
DateOil RunsMCF Sold
1-20251964120697
12-20242706423588
11-20243371829574
10-20244504823538
9-202436490
  •  41018, conf, WGO Resources, Koon Harkins 1-26, Wildcat,
DateOil RunsMCF Sold
1-202547560

  • 40943, conf, Murex, LA-Lily Anne 25-36H MB, Alexander, npd,
  • 39318, conf, Grayson Mill, Marilyn 31-33 2H, Painted Woods,

DateOil RunsMCF Sold
1-20252290622158
12-20242349418105
11-20242862623411
10-2024247903564
9-2024700

New Wells Reporting For 2Q25

Locator: 48557WELLS.

The wells:

Wednesday, April 2, 2025: 7 for the month, 7 for the quarter, 204 for the year,
41033, conf, BR, Cleetwood 7C,
40223, conf, Slawon, Kahuna 5-6-7H,
39813, conf, Kraken, Apollo 18-7-6 1H,
36620, conf, BR, West Kellogg 2C-MBH,

Tuesday, April 1, 2025: 3 for the month, 3 for the quarter, 200 for the year,
41186, conf, Murex, LA-Emma Rose 30-31H LE MB,
40154, conf, Hess, EN-Engebretson-157-94-1003H-4,
39320, conf, Grayson Mill, Marilyn 31-33 4H,


2Q25 Data Above

Data for 1Q25: 1Q25

Data for 4Q24: 4Q24
Data for 3Q24: 3Q24
Data for 2Q24: 2Q24
Data for 1Q24: 1Q24

Data for 4Q23: 4Q23
Data for 3Q23: 3Q23
Data for 2Q23: 2Q23
Data for 1Q23: 1Q23

Data for 4Q22: 4Q22
Data for 3Q22: 3Q22
Data for 2Q22: 2Q22
Data for 1Q22: 1Q22

Data for 4Q21: 4Q21
Data for 3Q21: 3Q21
Data for 2Q21: 2Q21
Data for 1Q21:  1Q21

Data for 4Q20: 4Q20
Data for 3Q20: 3Q20
Data for 2Q20: 2Q20
Data for 1Q20: 1Q20

Data for 4Q19: 4Q19
Data for 3Q19:  3Q19
Data for 2Q19: 2Q19
Data for 1Q19: 1Q19
Data for 4Q18: 4Q18
Data for 3Q18: 3Q18
Data for 2Q18: 2Q18
Data for 1Q18: 1Q18
Data for 4Q17: 4Q17
Data for 3Q17: 3Q17
Data for 4Q16: 4Q16
Data for 3Q16: 3Q16
Data for 2Q16: 2Q16
Data for 1Q16: 1Q16
Data for 4Q15: 4Q15
Data for 3Q15: 3Q15
Data for 2Q15: 2Q15
Data for 1Q15: 1Q15
Data for 4Q14: 4Q14
Data for 3Q14: 3Q14
Data for 2Q14: 2Q14
Data for 1Q14: 1Q14
Data for 4Q13: 4Q13
Data for 3Q13: 3Q13
Data for 2Q13: 2Q13
Data for 1Q13: 1Q13
Data for 4Q12: 4Q12
Data for 3Q12: 3Q12
Data for 2Q12: 2Q12
  Data for 1Q12: 1Q12   
Data for 4Q11: 4Q11 
Data for 3Q11: 3Q11 
Data for 2Q11: 2Q11 
 Data for 1Q11: 1Q11  
 Data for 2H10: 2H10 
Through 1H10: 1H10

 

Wells Coming Off Confidential List This Next Week -- March 23, 2025

Locator: 48556WELLS.

Wednesday, April 2, 2025: 7 for the month, 7 for the quarter, 204 for the year,
41033, conf, BR, Cleetwood 7C,
40223, conf, Slawon, Kahuna 5-6-7H,
39813, conf, Kraken, Apollo 18-7-6 1H,
36620, conf, BR, West Kellogg 2C-MBH,

Tuesday, April 1, 2025: 3 for the month, 3 for the quarter, 200 for the year,
41186, conf, Murex, LA-Emma Rose 30-31H LE MB,
40154, conf, Hess, EN-Engebretson-157-94-1003H-4,
39320, conf, Grayson Mill, Marilyn 31-33 4H,

Monday, March 31, 2025: 86 for the month, 197 for the quarter, 197 for the year,
None.

Sunday, March 30, 2025: 86 for the month, 197 for the quarter, 197 for the year,
41131, conf, Murex, LA-Riley Kyle 25-36H MB,
40155, conf, Hess, EN-Schroeder-157-94-1102H-2,
39693, conf, Hess, TI-Beauty Valley-158-95-1423H-6,

Saturday, March 29, 2025: 83 for the month, 194 for the quarter, 194 for the year,
41020, conf, CLR, Alfsvaag Federal 7-31H,
40857, conf, BR, West Kellogg 4A UTFH-B,

Friday, March 28, 2025: 81 for the month, 192 for the quarter, 192 for the year,
40512, conf, Phoenix Operating, Daniele 26-35 2 5H,
40511, conf, Phoenix Operating, Daniele 26-35-2 4H,
40510, conf, Phoenix Operating, Daneile 26-35-2 2H,
40509, conf, Phoenix Operating, Daniele 26-35-2 1H-LL,
40474, conf, Hess, GO-John-156-98-0508H-3,
40447, conf, Phoenix OPerating Deniele 26-35-2 3H,

Thursday, March 27, 2025: 75 for the month, 190 for the quarter, 190 for the year,
41073, conf, BR, Tilton Diamond Forest 2A ULW,
40219, conf, Hunt, Halliday 146-92-18-1H 1,
40218, conf, Hunt, Halliday 146-92-19-36H 1,
39319, conf, Grayson Operating, Marilyn 31-33 3H,

Wednesday, March 26, 2025: 71 for the month, 186 for the quarter, 186 for the year,
41089, conf, Neset Consulting Service, Roughrider 1, 
40841, conf, Formentera, LAR1 26-2 161-94 BMB, 
40839, conf, Formentera, LAR1 26-2 161-94 ATF, 
40406, conf, Phoenix Operating, Nate 27-340-3 5H,
39735, conf, CLR, Lielan 3-15H, 

Tuesday, March 25, 2025: 66 for the month, 181 for the quarter, 181 for the year,
41091, conf, Ragnar Exploration, Halley 1-36H, 
41021, conf, CLR, Bud FIU 7-30H, 
40483, conf, Silver Hill Energy Operating, Tucson W 158-94-26-35-2MBH, 
40475, conf, Hess, GO-John-LW-156-98-0507H-1,
40404, conf, Phoenix Operating, Nate 27-34-3 4H
40329, conf, Phoenix Operating, Nate 27-34-3 3H

Monday, March 24, 2025: 60 for the month, 175 for the quarter, 175 for the year,
40469, conf, Phoenix Operating, Nate 27-43-3 1H- LL, 
40403, conf, Phoenix Operating, Nate 27-34-3 2H, 
39695, conf, Hess, TI-Beauty Valley-LE-158-95-15423H-1,
39042, conf, Grayson Mill, Dave Arnson 5-8 4H, 
39041, conf, Grayson Mill, Dave Arnson 5-8 5H,

Sunday, March 23, 2025: 55 for the month, 170 for the quarter, 170 for the year,
41018, conf, WGO Resources, Koon Harkins 1-26,
40943, conf, Murex, LA-Lily Anne 25-36H MB, 
39318, conf, Grayson Mill, Marilyn 31-33 2H ,

Saturday, March 22, 2025: 52 for the month, 167 for the quarter, 167 for the year,
None.