Sunday, April 13, 2025

Investing Note; Gulf Of America; The Book Page -- April 13, 2025

Locator: 48472ARCHIVES.

Could there be a short squeeze in the tech stocks tomorrow?

Gulf of America: The American Sea, from June 20, 2024, link here:

  • The Gulf: The Making Of An American Sea -- Jack E. Davis, c. 2017.
  • the book fails. "Advertised" as a history of the Gulf, from the Pleistocene to the present. In fact, very little about pre-history and most about American history. In big scheme of things, a boring book. A reference book. 
  • Prologue
  • Winslow Homer
  • Fernand Braudel -- innovative Annales School
  • the book is said to cover the time period from the Pleistocene to the present (very little on the Pleistocene; mostly the present)
  • again, President Thomas Jefferson, brilliant
  • fifteen colonies -- not 13
  • the Gulf colonies of East Florida and West Florida

Heart disease, link here:

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Investing

Shortest lasting correction record: link here.

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The Book Page

Links when I get back into my Wuthering Heights phase:

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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.      

 

What An Incredible Day -- The Masters -- Rory Wins -- But Talk About A Struggle -- April 13, 2025

Locator: 48471MASTERS.

Tag: PGA, Masters, Rory, Bryson

Trump Clarifies Tariff Announcement From Friday -- Says No Tariff Exclusion -- Just Moved To A Different Tariff Bucket -- April 13, 2025

Locator: 48470TARIFFS.

To say the least, very confusing.  

No comment.

No links: recommend following x.

We'll just have to wait to Monday, less than 24 hours now, to see how movers and shakers are interpreting Trump's comments. 

Production Data For Wells Coming Off Confidential List This Next Week -- April 13, 2025

Locator: 48469THEWELLS.

The wells:

  • 41149, conf, BR, Watchman Peak 5B, Westberg, npd,
  • 39761, conf, Grayson Mill, Orville 4-9 6H, Todd, 
DateOil RunsMCF Sold
2-20251213016006
1-20252127725302
12-20242786725057
11-20243052825434
10-202497464201
  • 40442, conf, Silver Hill Energy Operating, Tucson 158-94-26-35-5MBH, White Earth,
DateOil RunsMCF Sold
2-20251391017074
1-20251768719108
12-20241919214486
11-20241989913253
10-2024982011319
  • 40667, conf, Grayson Mill, Scott 13-24 6HR, Siverston,
DateOil RunsMCF Sold
2-20251470524775
1-20252687939600
12-20242947545131
11-20244360175911
10-20241809513527
  • 38680, conf, Petro-Hunt, USA 153-95-5A-31-1H, Charlson, npd,
  • 41174, conf, CLR, Helen 4-8H, West Capa, npd,
  • 41173, conf, CLR, Kenneth 3-17H, West Capa, npd,
  • 40975, conf, CLR, Rutledge 6-11HSL, Cabernet, npd,
  • 40755, conf, Rockport Energy Solutions, Chandler 14-23 1H, Ranch Coulee, 
DateOil RunsMCF Sold
2-2025121840
1-2025172870
12-2024157000
11-2024238850
10-2024149860
  • 40742, conf, Kraken Operating, Triangle South 12-1 9H, Antelope Creek, npd,
  • 40678, conf, Grayson Mill, Scott 13-24F XE 1HR, Siverston,
DateOil RunsMCF Sold
2-20252327314926
1-202530
12-20241810
11-202419050
10-202443900
  • 41172, conf, CLR, Helen 3-8H1, West Capa, npd,
  • 41171, conf, CLR, Kenneth 2-17H1, West Capa, npd,
  • 40959, conf, CLR, Rutledge 5-11H, Cabernet, npd,
  • 40741, conf, Kraken Operating, Triangle South 12-1 10H, Antelope Creek, npd,
  • 39037, conf, Grayson Mill, Orville 4-9 5H, Todd,
DateOil RunsMCF Sold
2-20251563428572
1-20252491733219
12-20242965226628
11-20242995421501
10-20243075316926
  • 41170, conf, CLR, Helen 2-8HSL, West Capa, npd,
  • 40977, conf, CLR, Entzel 5-14H, Cabernet, npd,
  • 40740, conf, Kraken, Triangle South LE 11-1 11H, Antelope Creek, npd,
  • 40735, conf, Kraken, Steen 13-24 5H, Antelope Creek, npd,
  • 40700, conf, Hess, EN-Keisel-155-94-1918-10, Manitou,
DateOil RunsMCF Sold
2-20251185741581
1-20251637643914
12-20241662232024
11-20242828845248
10-20241547959208
  • 40666, conf, Grayson Mill, Scott 13-24 XW 1HR, Siverston,
DateOil RunsMCF Sold
2-202510122504
1-2025470
12-202462099213
11-20243975966141
10-20242720023613
  • 41169, conf, CLR, Arley 7-18HSL, Grinnell, npd,
  • 40760, conf, Hunt Oil, Kandiyohi 159-90-6-18H-4, Thompson Lake,
DateOil RunsMCF Sold
2-20252096813402
1-20252821017969
12-20243000517502
11-20242296313711
10-202474744745
  • 40753, conf, CLR, Rutledge 4-11H, Cabernet, npd,
  • 40734, conf, Kraken Operating, Steen13-246H, Antelope Creek, npd,
  • 29268, conf, Grayson Mill, Helsingborg Federal 153-96-21-18-13HLW, Sand Creek,
DateOil RunsMCF Sold
2-20251315517914
1-2025245531594
12-20241728355
  • 29115, conf, Grayson Mill, Helsingborg Federal 153-96-22-27-3H, Sand Creek,
DateOil RunsMCF Sold
2-20251506232087
1-20252445540073
12-20243178139697
  • 29114, conf, Grayson Mill, Helsingborg Federal 96-22-27-10H, Sand Creek,
DateOil RunsMCF Sold
2-20251531626512
1-20252261637093
12-20242432627043
  • 29113, conf, Grayson Mill, Helsingborg Federal 153-96-22-27-2H, Sand Creek,
DateOil RunsMCF Sold
2-20252258842637
1-20253097750691
12-20241752021845
  • 41168, conf, CLR, Christiana 8-6H, West Capa, npd,
  • 40976, conf, CLR, Entzel 4-14H, Cabernet, npd,
  • 40733, conf, Kraken Operating, Steen LE 13-24 12H, Antelope Creek, npd,
  • 30294, conf, Hunt Oil, Palermo McNic 156-90-22-23H-2, Ross, npd,
  • 41167, conf, CLR, Arley 6-18H1, Grinnell, npd,
  • 41137, conf, CLR, Shadowcat 1-31H, Wildcat, SESE 31-162-95, npd,
  • 39038, conf, Grayson Mill, Orville 4-9 4H, Todd,
DateOil RunsMCF Sold
2-20251043211448
1-20252250227025
12-20243001427977
11-20243387228723
10-20243366116786
  • 30295, conf, Hunt Oil, Palermo McNic 156-90-22-23H-3, Ross, npd,
  • 41099, conf, CLR, Christiana 7-6H, West Capa, npd,
  • 41028, conf, Wesco Operating, Federal 43-20, Bicentennial, 
DateOil RunsMCF Sold
2-202518770
1-202523810
12-20244720

Wells Coming Off Confidential List This Next Week -- April 13, 2025

Locator: 48468THEWELLS.

The wells:

Wednesday, April 23, 2025: 79 for the month, 79 for the quarter, 286 for the year,
None.

Tuesday, April 22, 2025: 79 for the month, 79 for the quarter, 286 for the year,
41149, conf, BR, Watchman Peak 5B,
39761, conf, Grayson Mill, Orville 4-9 6H,

Monday, April 21, 2025: 77 for the month, 77 for the quarter, 284 for the year,
40442, conf, Silver Hill Energy Operating, Tucson 158-94-26-35-5MBH,

Sunday, April 20, 2025: 76 for the month, 76 for the quarter, 283 for the year,
40667, conf, Grayson Mill, Scott 13-24 6HR,
38680, conf, Petro-Hunt, USA 153-95-5A-31-1H,

Saturday, April 19, 2025: 74 for the month, 74 for the quarter, 281 for the year,
41174, conf, CLR, Helen 4-8H,

Frioday, April 18, 2025: 73 for the month, 73 for the quarter, 280 for the year,
41173, conf, CLR, Kenneth 3-17H,
40975, conf, CLR, Rutledge 6-11HSL,
40755, conf, Rockport Energy Solutions, Chandler 14-23 1H,
40742, conf, Kraken Operating, Triangle South 12-1 9H,
40678, conf, Grayson Mill, Scott 13-24F XE 1HR,

Thursday, April 17, 2025: 68 for the month, 68 for the quarter, 275 for the year,
41172, conf, CLR, Helen 3-8H1,
41171, conf, CLR, Kenneth 2-17H1,
40959, conf, CLR, Rutledge 5-11H,
40741, conf, Kraken Operating, Triangle South 12-1 10H,
39037, conf, Grayson Mill, Orville 4-9 5H,

Wednesday, April 16, 2025: 63 for the month, 63 for the quarter, 270 for the year,
41170, conf, CLR, Helen 2-8HSL,
40977, conf, CLR, Entzel 5-14H,
40740, conf, Kraken, Triangle South LE 11-1 11H,
40735, conf, Kraken, Steen 13-24 5H,
40700, conf, Hess, EN-Keisel-155-94-1918-10,
40666, conf, Grayson Mill, Scott 13-24 XW 1HR,

Tuesday, April 15, 2025: 57 for the month, 57 for the quarter, 264 for the year,
41169, conf, CLR, Arley 7-18HSL,
40760, conf, Hunt Oil, Kandiyohi 159-90-6-18H-4,
40753, conf, CLR, Rutledge 4-11H,
40734, conf, Kraken Operating, Steen13-246H,
29268, conf, Grayson Mill, Helsingborg Federal 153-96-21-18-13HLW,
29115, conf, Grayson Mill, Helsingborg Federal 153-96-22-27-3H,
29114, conf, Grayson Mill, Helsingborg Federal 96-22-27-10H,
29113, conf, Grayson Mill, Helsingborg Federal 153-96-22-27-2H,

Monday, April 14, 2025: 49 for the month, 49 for the quarter, 256 for the year,
41168, conf, CLR, Christiana 8-6H,
40976, conf, CLR, Entzel 4-14H,
40733, conf, Kraken Operating, Steen LE 13-24 12H,
30294, conf, Hunt Oil, Palermo McNic 156-90-22-23H-2,

Sunday, April 13, 2025: 45 for the month, 45 for the quarter, 252 for the year,
41167, conf, CLR, Arley 6-18H1,
41137, conf, CLR, Shadowcat 1-31H,
39038, conf, Grayson Mill, Orville 4-9 4H,
30295, conf, Hunt Oil, Palermo McNic 156-90-22-23H-3,

Saturday, April 12, 2025: 41 for the month, 41 for the quarter, 248 for the year,
41099, conf, CLR, Christiana 7-6H,
41028, conf, Wesco Operating, Federal 43-20,