Anticipation -- July 13, 2025

Locator: 48729ARCHIVES.

As time goes on I find myself becoming more and more supportive of President Trump; that could change. I flip flop a lot. This is not ready for prime time. I may change my thoughts by the time I get to the end.  

Trump is working -- if one calls it working -- it's a calling -- it's not work for himself -- but he's "working" 24/7 which gives him an advantage over the judicial and legislative branches of the government. He doesn't take vacations; he works weekends; he expects his people to be working for him to be working 24/7. Golfing? Working.

First up: tariffs. For me, they don't matter. I'm on Trump's side with regard to tariffs. Tariffs are such a small part of the overall economy -- give me a break -- the tariffs don't matter. Trump knows that. But that's all CNBC will talk about tomorrow. If the market drops due to "tariff talk," buy on the dip. I can't buy on the dip. I'm always fully invested. I won't buy on margin. Tariffs is a personal issue with Trump, not a money issue.

Second: Epstein. Talk about ridiculous. Real investors don't care. Epstein. I don't care. At one time, I may have cared. I no longer recall. I don't recall. Regardless, I no longer care about Epstein. 

Third-A: I think folks forget (or didn't hear) that over the weekend President Trump said on x he expects a major announcement regarding Ukraine that will change everything. The success over Iran emboldened Trump, but even without that success, Trump is done being played by Putin. Same with tariffs: Trump is done with being played by Canada, Mexico, and the EU. He also hates tacos. He's a steak and potatoes man. 

Third-B: for all the grief x gets, it's the best social media site, bar none. I'm not "verified" on x yet, and doubt I ever will be -- I'm too cheap, but x is awesome if one knows how to use it.

Fourth: Apple may be in for a shock. My hunch: Trump is getting tired of playing games. He realizes that his first year is starting to wind down. His term is flying by. Hopefully Rubio is taking lessons.

Fifth: I don't know what Jensen Huang (Nvidia) has in store regarding his visit to Beijing. Watch out for that, how Trump could respond. 

Sixth: as an investor and as an American, I am really, really excited about Trump's decision regarding Ukraine, NATO, EU, etc. My hunch: even Zelenskyy will be amazed.

Seventh: Hunter S Thompson would "hate" Trump but he would love Trump's style.

That's all I'm interested in right now.

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A Musical Interlude

If I had all the money in the world, and could go back in time, I would own a house in Laurel Canyon, CA, back in the 60s. 

Link here. 

Considering all their interpersonal relationships and their personal problems, it's amazing they did as well as they did. 

There are times I can argue that for me it's:

• #1: Mamas and the Papas
• #2: Blondie
  
• #2: The Beach Boys
• #2: The Beatles
• #5: CCR
• #6: Cher: especially her later stuff.
  

The real difference: the depth of their catalogues. But considering with what they had to work, it's the Mamas and the Papas, #1. 

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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.   

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Movie

I may watch Hitchcock's North By Northwest for the second time this weekend.

I am clearly ready for a road trip.

Best music video ever: link here. I was in a fugue state when I filmed this; I easily could have driven off the road at any turn. Posted eleven years ago; 541 views. Yuval Noah Hariri should drive this road some day; play this song.

One-Offs, Non Sequitirs, And One-Liners -- New Blog Feature -- July 13, 2025

Locator: 48728ARCHIVES.

Facebook has really stepped up its game. I can't stand Facebook. But I keep going back.

Pet peeve #3,765: Indians trying to blame Boeing for the Air India 171 crash.

Pet peeve #2.540: my inability to get Yuval Noah Harari out of my mind where he resides rent-free.

Pet peeve #354: trying to find the network on which NASCAR is airing on any given Sunday.

The longer I'm "away" from retirement, the more I appreciate the USAF and the more I miss "everything" F-15.

The longer I'm away from my parents' death, the more I appreciate them.

No one had any idea how much water there is in Texas. 

The rain and flooding continues in the Hill Country. 

The 100-year flood, Grapevine, Texas, 2015. seems fresh in my memory.

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Less Than Brief

Today's NASCAR race at Sonoma: 

In-Season Tournament Quarterfinals: This race marks the quarterfinals of the NASCAR In-Season Tournament, adding an extra layer of pressure and excitement for drivers competing for tournament glory.

Playoff Implications: Points are crucial at this stage of the season. Drivers are fighting to secure positions within the top 16 of the standings to qualify for the NASCAR Cup Series Playoffs, which begin at Darlington Raceway on August 31, 2025.

USAF: The longer I'm "away" from retirement, the more I appreciate the USAF and the more I miss "everything" F-15. Link here. My primary a/c, the F-15 when assigned to Bitburg Air Base, Germany, 1983 - 1986. My primary a/c, the F-111 when assigned to RAF Lakenheath, England, 1986 - 1989. My first operational/training flight in the USAF, the B-52, Grand Forks AFB, ND, 1983.

The Fed -- July 13, 2025 -- Not Ready For Prime Time

Locator: 48729THEFED.

The Fed is now facing a president that actually understands economics, micro- and macro. No wonder JPow's hair has become so gray and he himself looks like he has aged significantly in six months. It should be noted that the cost overrun of the Fed's building renovation is trending toward $1 trillion.

So, with that in mind.

I was curious about "current events" regarding the Federal Reserve Bank. I asked ChatGPT. My takeaway: by keeping rates higher than necessary at this point in time will help the Fed's balance sheet. ChatGPT says "the Fed" would never do that. LOL.

I'm only going to post my prompts to ChatGPT. You can do the same thing. 

My first prompt:

The Federal Reserve Bank is self-funded through interest it charges banks. Does the Federal Reserve do better for itself with higher rates or lower rates or does it matter?

Part of the long answer to the first prompt:

My second prompt: 

With the above in mind (unprecedented losses), one might argue that the Federal Reserve Bank is now trying to recoup its losses from 2022 - 2024. Thoughts? 

ChapGPT's short answer: the Fed would never do that.

Third prompt: 

Yes, that would be interesting: how much did the Fed actually lose during 2022 - 2024 and how long it might take to recover?

The answer to that question:

AI Data Centers -- US -- July 13, 2025

Locator: 48727AI.

Note: Perplexity has just launched a new AI web browser. Link here. 

Data centers:

Link here.

Also from Beth, link here with regard to Broadcom (AVGO):

Again: inference demand.

From earlier this year, note the reference to inference demand. Link here. Tag: M5. Apple. AMD.

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Nvidia and Microsoft

Link here.

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US Economy

Fifty largest US publicly traded companies.

Link here.

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The Book Page

The Story of Semiconductors, John Orton, c. 2004. 

Yuval Noah Harari was recently in the news again. Link here.

Yuval needs to look at John Orton's 2004 book on semiconductors.

Something To Think About -- July 13, 2025

Locator: 48726MARGINS.

Not sure exactly what to make of this. My first thought: an earlier post. And, also my favorite chart.

Taken from x a few days ago.

Internet Speed Record Set By Japan -- July 13, 2025

Locator: 48725INTERNET.

I hate the source -- cluttered with way too many ads -- but the story is too compelling not to post.

From Times of India, thus the comparison with India's capabilities.

Link here. 

Japanese researchers have achieved a groundbreking internet speed of 1.02 petabits per second, creating a new world record that is 3.5 million times faster than the average US internet connection an astounding 16 million times faster than India's average speed of 63.55 Mbps. T

he record-setting achievement was accomplished by Japan's National institute of Information and Communications Technology (NICT) working with Sumitomo Electric and European partners.

Their innovative 19-core optical fiber cable transmitted data at unprecedened speeds over 1,808 kilometers, roughly equivalnent to the distance from London to Rome.

To put this speed in perspective, the new technology could theoretically download the entire Netflix library in under one second or massive 150GB video games like Warzone in the blink of an eye.

The average US broadband speed of 290 Mbps pales in compares to the 1,020,000,000 Mbps achieve in this test.

19-core cable creates a data superhighway.

The breakthrough lies in the cable's design: instead of using a single light path, the fiber squeezes 19 separate cores into the same standard diameter as existing cables.

This creates what researchers describe as a "10-lane superhighway" for data transmission while maintaining compatibility with current infrastructure.

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

Locator: 48724WELLS.

The wells:

Wednesday, July 23, 2025: 31 for the month, 31 for the quarter, 461 for the year,

Tuesday, July 22, 2025: 31 for the month, 31 for the quarter, 461 for the year,
40862, conf, Grayson Mill, Martin 32-36 XS 1H,

Monday, July 21, 2025: 30 for the month, 30 for the quarter, 460 for the year,
None.

Sunday, July 20, 2025: 30 for the month, 30 for the quarter, 460 for the year,
None.

Saturday, July 19, 2025: 30 for the month, 30 for the quarter, 460 for the year,
41042, conf, Oasis, Sedge 5202 24-17 3B,
40809, conf, Oasis, Wolfman 5602 43-15 3B,
40808, conf, Oasis, Wolfman 5602 43-15 2B,

Friday, July 18, 2025: 27 for the month, 27 for the quarter, 457 for the year,
None.

Thursday, July 17, 2025: 27 for the month, 27 for the quarter, 457 for the year,
40863, conf, Grayson Mill, Martin 32-36 2H,

Wednesday, July 16, 2025: 26 for the month, 26 for the quarter, 456 for the year,
40850, conf, Grayson Mill, Bice 18-17 8TFH,
40789, conf, Oasis, Merlin 5602 43-15 4B,
40787, conf, Oasis, Merlin 5602 43-15 3B,

Tuesday, July 15, 2025: 23 for the month, 23 for the quarter, 453 for the year,
41310, conf, Kraken, Bubba LE 14-11-2 1H,

Monday, July 14, 2025: 22 for the month, 22 for the quarter, 452 for the year,
41448, conf, Kraken, Bear Butte 13-12-1 5H,

Sunday, July 13, 2025: 21 for the month, 21 for the quarter, 451 for the year,
41449, conf, Kraken, Bubba 14-11-12 2H,

Saturday, July 12, 2025: 20 for the month, 20 for the quarter, 450 for the year,
40864, conf, Grayson Mill, Martin 32-36 3H,
40547, conf, Hunt Oil, Clearwater 157-90-24-25H-3,

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

Locator: 48723WELLS.

The wells:

• 40862, conf, Grayson Mill, Martin 32-36 XS 1H, Rosebud,

Date	Oil Runs	MCF Sold
5-2025	19316	16657
4-2025	24502	20848
3-2025	34643	29446
2-2025	19489	16278
1-2025	18405	9099

• 41042, conf, Oasis, Sedge 5202 24-17 3B, Glassbluff, npd,
• 40809, conf, Oasis, Wolfman 5602 43-15 3B, Bonetrail,

Date	Oil Runs	MCF Sold
5-2025	18946	14108
4-2025	16106	11896
3-2025	20019	14487
2-2025	13206	9654
1-2025	24	27

• 40808, conf, Oasis, Wolfman 5602 43-15 2B, Bonetrail,

Date	Oil Runs	MCF Sold
5-2025	16852	12124
4-2025	13973	10080
3-2025	18863	13363
2-2025	15364	10742
1-2025	6863	4914

• 40863, conf, Grayson Mill, Martin 32-36 2H, Rosebud,

Date	Oil Runs	MCF Sold
5-2025	15739	14247
4-2025	22559	18351
3-2025	32198	27075
2-2025	22504	18310
1-2025	24014	13259

• 40850, conf, Grayson Mill, Bice 18-17 8TFH, Haystack Butte,

Date	Oil Runs	MCF Sold
5-2025	11088	35965
4-2025	16684	30463
3-2025	21658	29488
2-2025	21031	36477
1-2025	15055	23428

• 40789, conf,  Oasis, Merlin 5602 43-15 4B, Bonetrail,

Date	Oil Runs	MCF Sold
5-2025	16368	12247
4-2025	18014	13189
3-2025	21901	15682
2-2025	20754	14134
1-2025	10093	7038

• 40787, conf, Oasis, Merlin 5602 43-15 3B, Bonetrail,

Date	Oil Runs	MCF Sold
5-2025	16447	12002
4-2025	15134	11698
3-2025	19845	14725
2-2025	18341	12539
1-2025	11841	7924

• 41310, conf, Kraken, Bubba LE 14-11-2 1H, Bear Butte,

Date	Oil Runs	MCF Sold
5-2025	3296	168

• 41448, conf, Kraken, Bear Butte 13-12-1 5H, Bear Butte,

Date	Oil Runs	MCF Sold
5-2025	3324	76

• 41449, conf, Kraken, Bubba 14-11-12 2H, Bear Butte,

Date	Oil Runs	MCF Sold
5-2025	3172	20

• 40864, conf, Grayson Mill, Martin 32-36 3H, Rosebud,

Date	Oil Runs	MCF Sold
5-2025	15913	13647
4-2025	23341	21145
3-2025	32734	29721
2-2025	20353	16864
1-2025	24195	13739

• 40547, conf, Hunt Oil, Clearwater 157-90-24-25H-3, Clear Water,

Date	Oil Runs	MCF Sold
5-2025	13641	7107
4-2025	16864	7202
3-2025	19391	5808
2-2025	14694	4496
1-2025	5977	1209

Pet Peeve On A Sunday Morning --- July 13, 2025

Locator: 48722GOLF.

Can't find the "Main Feed" over on ESPN for the Genesis Scottish Open in which McIlroy is tied for the lead and could beat Scottie Scheffler for the second time this year.

McIlroy is playing 11 under par; Scheffler, 6 under par (five strokes behind McIlroy). Scheffler just begun his round; McIlroy will tee off in about 40 minutes. [Later, Rory came in second, easily beating Scheffler, but Rory lost to a relative newcomer by two strokes. Rory had a good fourth round but the winner was slightly better, but not a rout.]

Until then, I'm going to watch Hitchcock's North By Northwest. Another great movie. No matter how many times I watch it, I can enjoy it, often seeing something new.

I continue to stand by my oft-commented comment:

Perfect combination:

• Philips Smart TV
• Amazon Fire Stick
• Hulu
• Amazon Prime

Navigation is easy. Missing absolutely nothing in terms of content.  

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The Book Page

Ordered. Out of stock. Will be notified when available and shipped.

The languages attested in the ancient Levant are primarily Semitic languages. Semitic refers to a large language family comprised of the following main mem- bers: Akkadian, Eblaite, Amorite, Ugaritic, Canaanite, Aramaic, North Arabian, Arabic, South Arabian, and Ethiopian.

https://www.degruyter.com/document/doi/10.1515/9781575065472-013/pdf?licenseType=restricted#:~:text=The%20languages%20attested%20in%20the,%2C%20South%20Arabian%2C%20and%20Ethiopian.