Eighteen Years Ago, Quoted In The Wall Street Journal -- October 20, 2025

Locator: 49459APPLE.

Link here. Obviously just a portion of the very long article. I remember the interview very, very well. I was out in San Pedro, CA, visiting. I had just retired from the USAF a few months earlier, July 1, 2007. 
Needless to say, my family and I have been using Apple iPhones exclusively for at least ten years now. 

Legacy Fund -- September, 2025 Deposits -- Posted October 20, 2025

Locator: 49458LEGACY.

Link here. 

**********************
Reminiscing 

I was stationed at Bitburg Air Base, Germany, 1983 - 1986, and then again, 1989 - 1992. Both times, my primary a/c was the F-15. In the video below, at the 4:37 mark Greg Clausen enters the picture. I flew with him many, many times. I vividly recall the three-hour night refueling sortie when we flew to an altitude of nearly 50,000 feet. Incredibly eerie. 

Link here. 

Between those two tours at Bitburg Air Base, we were stationed at RAF Lakenheath, England, 1989 - 1992, where my primary a/c was the F-111D. Coincidentally the video linked here was filmed in 1992.

The video linked here was filmed in 1990 while we were stationed RAF Lakenheath. The plane involved was assigned to the 492nd Fighter Squadron. That was the squadron to which I was assigned at the time. Link here also.

9th Circuit Court: President's Federal Authority Trumps City's Authority -- October 20, 2025

Locator: 49457ICE.

Federal troops can be deployed to Portland.  

Get out the popcorn.

Game on! 

****************************
1931 Chevrolet Farm Truck
To Be Restored
Five-Year-Old Brothers 

Link here.

 

*****************************
Back to the Bakken

WTI: $57.44.

Active rigs: 32.

Six  new permits, #42410 - 42415, inclusive:

• Permits:
• 42410, loc, Oasis, Nelsen State Federal 5202 13-13 2B, Indian Hill,
• 42411, loc, Oasis Joseph Federal 5202 13-13 3B, Indian Hill, 
• 42412, loc, Oasis, Nelsen State Federal 5202 13-13 4B, Indian Hill,
• 42413, loc, Oasis, Nelsen State 5202 13-13 5B, Indian Hill,
• 42414, loc, Oasis, Eckert 5202 13-13 6B, Indian Hill, 
• 42415, loc, Oasis, Eckert 5202 13-13 7B, Indian Hill, 
• Field: Indian Hill, McKenzie County;
• Comments:
• Oasis has permits for six Joseph Federal, Eckert, and Nelsen State Federal wells, NWNE 13-152-102, 
• to be sited 265 / 430 FNL and 1605 FEL;

One producing well (a DUC) reported as completed:

• 38109, Silver Hill Operating, LFM2, 364 bopd.

NDIC Hearing Dockets -- October, 2025 -- Posted October 20, 2025

Locator: 49456DOCKETS.

Hearing dockets are found here at the NDIC.

Wednesday, October 22, 2025
Link here.
12 pages.

The cases, again, these are cases, not permits: 

• 32202, Kraken, Little Muddy-Bakken, establish two overlapping standup 2560-acre unit; three wells in each unit; establish three overlapping standup 5120-acre units; one well, Williams County;
• 32203, Kraken, Little Muddy, Otter and/or Good Luck-Bakken, establish an overlapping standup 2560-acre unit; four wells; establish an overlapping standup 5120-acre unit with one well; Williams County;
• 32204, Kraken, Otter-Bakken, establish an overlapping standup 2560-acre unit; two wells; Williams County;
• 32205, BR, Dimmick Lake-Bakken, to grant relief, McKenzie County; 
• 32206, BR, Bull Moose and/or South Bull Moose-Bakken; establish an overlapping standup 2560-acre unit; four wells; McKenzie County;
• 32207, BR, Bull Moose and/or Flat Top Butte-Bakken, establish two overlapping standup 2560-acre unit; four wells each unit; McKenzie County;
• 32208, BR, Bll Moose and/or Flat Top Butte-Bakken, establish an overlapping standup 1920-acre  unit; four wells; establish an overlapping standup 2560-acre unit; four wells; McKenzie County.
• 32209, BR, Bull Moose and/or Bowline-Bakken; establish two overlapping standup 1920-acre units; four wells in each unit; McKenzie County; 
• 32210, MRO, Wolf Bay and/or Werner-Bakken, establish an overlapping 2560-acre unit; six wells; Dunn County;
• 32211, MRO, Moccasin Creek-Bakken, establish an overlapping 2560-acre unit; one well; Dunn County;
• 32212, Oasis, Indian Hill and/or Elk-Bakken, establish an overlapping standup 2560-acre, four wells, McKenzie County; 
• 32213, Oasis, Eightmile and/or Indian Hill-Bakken, establish two overlapping 1920-acre units; four wells on each unit; Williams County.
• 32214, Oasis, Temple-Bakken, establish an overlapping 1920-acre unit; four wells, Williams County;
• 32215, Oasis, Alger-Bakken, to establish two overlapping laydown 3840-acre units; one well on each unit; Mountrail County;
• 32216, Hess, Ross-Bakken, establish two overlapping laydown 1920-acre units; five wells on each unit; establish an overlapping laydown 3840-acre unit; one well; Mountrail County.
• 32217, Murex, Alkabo and/or Clinton-Bakken, establish a 1920-acre unit; five wells on that unit; Divide County; 
• 32218, Petro-Hunt, pooling;  
• 32219, Petro-Hunt, pooling; 
• 32220, Petro-Hunt, pooling;  
• 32221, Petro-Hunt, pooling; 
• 32222, Petro-Hunt, pooling; 
• 32223, Petro-Hunt, pooling; 
• 32224, Petro-Hunt, pooling; 
• 32225, MRO, pooling; 
• 32226, BR, pooling; 
• 32227, BR, pooling; 
• 32228, BR, pooling; 
• 32229, BR, pooling; 
• 32230, BR, pooling; 
• 32231, BR, pooling; 
• 32232, BR, pooling; 
• 32233, Oasis, pooling; 
• 32234, Oasis, pooling; 
• 32235, Oasis, pooling; 
• 32237, Oasis, pooling; 
• 32238, Oasis, pooling; 
• 32239, Hess, pooling; 
• 32240, Hess, pooling; 
• 32241, Hess, pooling; 
• 32242, Hess, commingling; 
• 32243, Hess, commingling; 
• 32244, Devon Energy, commingling; 
• 32245, Devon Energy, commingling; 
• 32246, Petro-Hunt, SWD 

Thursday, October 23, 2025 
Link here.
15 pages.

The cases, again, these are cases, not permits:

• 32247, EOG, Parshall-Bakken, establish an overlapping 2240-acre unit; one well, Mountrail County;
• 32248, CLR, Brooklyn-Bakken and/or Dollar Joe-Bakken, establish six overlapping 3840-acre units; one well near section lines; Williams County;
• 32249, CLR, Wildrose-Bakken, establish six overlapping 2560-acre units; five wells on each of those six units; Divide County;
• 32250, Phoenix Operating, Skabo/Wildrose-Bakken, establish an overlapping 3840-acre, one well, Divide County;
• 32251, Silver Hill Energy, Larson-Bakken and/or Leaf Mountain-Bakken, establish two overlapping 3840-acre units, one well; Burke County;
• 32252, Silver Hill Energy, Black Slough-Bakken, Leaf Moutain-Bakken, and/or Foothills-Bakken, establish eight overlapping 3840-acre units; one well on each unit; Burke County; 
• 32253, Silver Hill, Stoneview-Bakken and North Tioga-Bakken, three wells on a modified overlapping 2560-acre unit, Divide County;
• 32254, Phoenix Operating, Alkabo/Clinton-Bakken, establish a standup 2560-acre unit; five horizontal wells; Divide County; 
• 32255, Phoenix Operating, Murphy Creek-Bakken establish a standup 2560-acre unit; four wells; Dunn County;
• 32256, Phoenix Operating, Murphy Creek-Bakken, establish a standup 2560-acre unit; four wells; Dunn County;
• 32257, Phoenix Operating, Skabo-Bakken, establish an overlapping 3840-acre unit; one well; Divide County;
• 32258, Phoenix Operating, Skabo-Bakken, establish an overlapping 3840-acre unit; one well; Divide County;
• 32259, Phoenix Operating, Skabo-Bakken, establish an overlapping 3840-acre unit; one well; Divide County;
• 32260, SOGC, pooling; 
• 32261, SOGC, pooling; 
• 32262, SOGC, pooling; 
• 32263, SOGC, pooling; 
• 32264, Iron Oil Operating, Parshall-Bakken; four wells on an existing 1280-acre unit; Mountrail County; 
• 32265; Zavanna, commingling;
• 32266, CLR, pooling; 
• 32267, CLR, pooling; 
• 32268, CLR, pooling; 
• 32269, CLR, pooling; 
• 32270, CLR, pooling; 
• 32271, CLR, pooling; 
• 32272, CLR, pooling; 
• 32273, CLR, pooling; 
• 32274, CLR, pooling; 
• 32275, CLR, pooling; 
• 32276, CLR, pooling; 
• 32277, CLR, pooling; 
• 32278, Devon Energy, pooling; 
• 32279, Phoenix Operating, South Meadow-Bakken, four wells on an established 1280-acre unit; Williams County;
• 32280, Phoenix Operating, Zahl-Bakken, five wells on an established 1920-acre unit; Williams County;
• 32281, Phoenix Operating, pooling; 
• 32282, Phoenix Operating, pooling; 
• 32283, Phoenix Operating, pooling; 
• 32284, Phoenix Operating, pooling; 
• 32285, Phoenix Operating, commingling;
• 32286, Phoenix Operating, commingling;
• 32287, Phoenix Operating, commingling;
• 32288, Phoenix Operating, SWD;
• 32289, Firebird Services, SWD;
• 32290, Firebird Services, SWD;
• 32291, Firebird Services, SWD;
• 32292, Argent Midstream Solutions, SWD;
• 32293, Formentera Operations, SWD

BRK-B Today -- Oct 20, 2025

Locator: 49455BRK.

Things that bother me today.

*************************
One: BRK-B 

The Dow was up over 540 points today.

The NASDAQ was up over 325 points today.

S&P 500 was up over 75 points today. 

SCCO, GLW, and LUMN incredible numbers this past week.

Apple: smashes through its all time high.

BRK-B: flat. And was actually negative earlier today from its close on Friday.  

At market close, on a huge day for the market, BRK-B ekes out a 0.3% gain.  

*************************
Two: Amazon Is Still Down

And it's not being discussed. Not mentioned at all on CNBC today except in passing, "as a non-problem.

Not being discussed at all. 

Started at 3:00 a.m. today. At noon, still down.

Amazon: such a huge part of the US economy and no one is talking about it being down? 

************************** 
Three: The One Reason For Inflation

*************************
Four: Reason  The One Reason For The Housing (Including Rental) Shortage

***********************
Five: The On eReason For Problems With Access 
To Medical Care And High Costs Of Medical Care

*************************
 Six: The Government Shutdown In Its 20th Day 
And No One Seems To Care

21 days = three weeks. 

*************************
 Seven: Fifty Percent Of Americans 
Want Gaza Ceasefire To Fail

That's how much 50% of Americans hate Trump.

*************************
Eight: We Just Wanna Have Fun
"No King's" Day

We want another paid holiday. Indigenous day isn't enough.

 

*************************
Nine: If Push Comes To Shove, Fifty Percent Of Americans
Favor Illegal Aliens Human Traffickers Over Law Enforcement

 City councils agree.

*************************
Ten: Taylor Swift Doesn't Use 
Enough Cow Bell In Her Songs

 

*************************
Eleven: Jamie Dimon's Concern About The Economy
Leads To Market Sell-Off

The next day: the market explodes on the upside. 

And then analysts say what a great prognosticator / analyst Jamie Dimon is.

 Jamie Dimon is a banker. 

********************************
Tickers

 

Chart Of The Day -- SCCO -- October 20, 2025

Locator: 49454SCCO.

 

AI Prompt Today -- October 20, 2025

Locator: 49453AIPROMPT.

AI prompt:

Alan Turing. Development of computers. Things don't happen in a vacuum (no pun intended). Things don't happen overnight. Specifically, 1937 was a pivotal year and not just with Turing. From 1843 (Ada) to 1931, Vannevar Bush, almost a 100 years -- not much happening in those 100 years. Then Tommy Flowers in 1935 -- valves / vacuum tubes.  So you look back five to six years before that pivotal year. What was happening -- or better, perhaps -- what major geo-political-economic event happened five to six years early. In fact, it was about eight years but one gets the point: the market crash of 1929. I'm sure there are some observations / thoughts about those years ... 1929 to 1937 that brought us to that point. Thoughts?

 Off the net for awhile. Going biking. Miserably windy but o/w an incredibly nice day. So, we'll see how it goes.

The Big Story Here -- Rare Earth Chokepoint -- Removed! October 20, 2025

Locator: 49452RAREEARTHS.

USA Rare Earth CEO interview on CNBC -- must-watch. I particularly enjoyed how "Department of War" rolled off her tongue.

70% of rare earth production comes out of China.

30% comes out of free market, outside of China.

The question is to what extent that 30% meets the needs of the free market.  

Trump hosting Australian premier at White House today. Only one item on the agenda: rare earth metals. 

Timing is everything: announced today -- China's GDP growth has plummeted -- barely above the GDP growth of the US.  

**********************************
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. 
• Many posts are not proofread for several days after they've been posted.  
• 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.
• And Oracle. 
• Longer version here.  

Breaking: AAPL Hits An All-Time High -- Smashes Through $260 -- October 20, 2025

Locator: 49451AAPL.

Updates

Apple: there's another story here. There's no way the China iPhone sales drove Apple this high, this fast. We all knew China's Apple iPhones were going to be good. There's something else going on, and the movers and shakers driving AAPL this high this fast know what it's all about. Psst! Wanna know? AI. Trust me on this one. 

Apple: 

• early movement: on China news
• later movement: short squeeze
• big movement: Apple hits a grand slam! 

Apple iPhone sales in China: link here. 

Original Post 

Tag: Apple. 

This has been a long time coming. 

**********************************
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. 
• Many posts are not proofread for several days after they've been posted.  
• 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.
• And Oracle. 
• Longer version here.  

An Incredible Grayson Mill Well Along The Montana State Line -- October 20, 2025

Locator: 49450B.

The well:

Thursday, December 21, 2023: 30 for the month; 179 for the quarter, 749 for the year

• 39229, drl/A, Grayson Mill, Reidle 6-3F 1H, Briar Creek, t6/23; cum 341K 10/24; 428K 8/25;

Pool	Date	Days	BBLS Oil	Runs	BBLS Water	MCF Prod	MCF Sold	Vent/Flare
BAKKEN	8-2025	31	12749	12708	21235	23038	16122	6681
BAKKEN	7-2025	31	13561	13524	21761	19864	14552	5150
BAKKEN	6-2025	30	11900	11842	20274	14294	8952	5224
BAKKEN	5-2025	31	10592	10575	21101	12918	7289	5517
BAKKEN	4-2025	30	7905	7779	22505	8399	258	8068
BAKKEN	3-2025	15	2099	2251	6337	2437	497	1912
BAKKEN	2-2025	28	4413	4292	12827	5973	0	5868
BAKKEN	1-2025	17	2771	2853	8167	2790	1332	1457
BAKKEN	12-2024	25	9394	9413	20718	11407	10271	1107
BAKKEN	11-2024	30	11984	12029	29747	12684	4472	8203
BAKKEN	10-2024	30	11612	11684	31730	11922	2685	9190
BAKKEN	9-2024	30	11557	11358	38618	12627	2094	10515
BAKKEN	8-2024	31	11217	11495	46240	10925	8267	2646
BAKKEN	7-2024	31	10636	10554	60840	9671	8051	1525
BAKKEN	6-2024	14	5362	5235	28049	5912	5031	842
BAKKEN	5-2024	27	16619	16653	24424	19872	17881	1914
BAKKEN	4-2024	30	19894	20135	32943	28695	24516	4025
BAKKEN	3-2024	31	24376	24179	36696	31930	25389	6259
BAKKEN	2-2024	29	21197	21157	37531	26799	23449	3126
BAKKEN	1-2024	29	19658	19632	43304	27756	24207	3289
BAKKEN	12-2023	31	24071	24066	52603	21711	20961	602
BAKKEN	11-2023	29	22704	22748	53273	19961	11045	8754
BAKKEN	10-2023	31	25309	25286	60501	21619	16402	5047
BAKKEN	9-2023	30	26060	26013	62114	19378	18760	465
BAKKEN	8-2023	30	25372	25493	67059	26919	18534	8238
BAKKEN	7-2023	29	32505	32855	95439	21346	18697	2519
BAKKEN	6-2023	26	33333	32695	65414	26824	17625	8870
BAKKEN	5-2023	2	0	0	686	842	0	798

SWD: #40520. 

Other wells on that pad:  

• 39230, drl/A, Grayson Mill, Reidle 6-3F 2H, Briar Creek, t6/23; cum 376K 8/25;
• 39231, drl/A, Grayson Mill, Reidle 6-3F 3H, Briar Creek, t6/23; cum 387K 8/25;
• 39232, drl/A, Grayson Mill, Reidle 6-3F 4H, Briar Creek, t6/23; cum 407K 8/25; 

Wells of interest:

• 20900, 2,243/AB, Grayson Mill, Herman Johnson 32-5 1H, with sidetrack; Briar Creek; t11/13, cum 258K 2/23;
• 20899, 2,980, Grayson Mill, Eldridge 29-20 1TFH, Briar Creek, t8/12; cum 343K 8/25:

Pool	Date	Days	BBLS Oil	Runs	BBLS Water	MCF Prod	MCF Sold	Vent/Flare
BAKKEN	8-2025	31	4699	4810	41256	12691	335	12236
BAKKEN	7-2025	31	5476	5390	47605	14220	198	13898
BAKKEN	6-2025	30	5628	5683	50732	14265	1023	13122
BAKKEN	5-2025	29	3638	3484	31620	4144	33	3995
BAKKEN	4-2025	30	5645	5665	41058	4529	63	4346
BAKKEN	3-2025	6	841	941	7642	804	0	780
BAKKEN	2-2025	0	0	0	0	0	0	0
BAKKEN	1-2025	0	0	0	0	0	0	0
BAKKEN	12-2024	0	0	0	0	0	0	0
BAKKEN	11-2024	0	0	0	0	0	0	0
BAKKEN	10-2024	0	0	0	0	0	0	0
BAKKEN	9-2024	0	0	0	0	0	0	0
BAKKEN	8-2024	0	0	0	0	0	0	0
BAKKEN	7-2024	0	0	0	0	0	0	0
BAKKEN	6-2024	0	0	0	0	0	0	0
BAKKEN	5-2024	0	0	0	0	0	0	0
BAKKEN	4-2024	0	0	0	0	0	0	0
BAKKEN	3-2024	0	0	0	0	0	0	0
BAKKEN	2-2024	1	32	0	150	26	0	24
BAKKEN	1-2024	26	1308	1345	1690	977	753	132
BAKKEN	12-2023	22	1570	1583	2353	1058	961	10
BAKKEN	11-2023	0	0	0	0	0	0	0
BAKKEN	10-2023	25	1401	1345	1789	1169	1090	79
BAKKEN	9-2023	30	986	879	1688	701	676	25
BAKKEN	8-2023	31	1238	1314	1800	764	755	9
BAKKEN	7-2023	19	510	437	1635	207	198	9
BAKKEN	6-2023	0	0	0	0	0	0	0
BAKKEN	5-2023	26	1082	1304	1655	1292	1184	4
BAKKEN	4-2023	30	1296	1339	1841	1478	1352	6
BAKKEN	3-2023	31	1381	1343	1949	1493	1356	13
BAKKEN	2-2023	28	1193	1120	1665	1256	1106	38
BAKKEN	1-2023	31	1509	1618	2127	1542	1295	123

 The maps:

 

Manic Monday -- October 20, 2025

Locator: 49449B.
Locator: 49449APPLE.

Top on list: a Ninja Crispi? Link here. AI prompt: what is the ninja crispi used for?

Dallas Cowboys: 44 - 24. 

Futures, 7:56 a.m. CT: leading the market -- AAPL -- iPhone 17 sales -- best phone sales since the Covid-19 lockdown -- CNBC -- the network that loves to hate Apple. AAPL: back up to $257.  
Loop Capital upgrades Apple to "Buy," target, $315.

Micron: up $7.00.

Gasoline: unleaded regular can be found in the DFW area (north Texas) for $2.39. 

CNBC: tip-toeing back in. Now that the market has reset and regaining its footing I will tiptoe back into CNBC, watching Cramer's best hour.

NY Times: three stories:

• peanut allergies: link here.
• the Obamalisk: link here. Ten years from now, this will be a huge showcase in Chicago.
• Vanderbilt: to expand into the Bay area? Link here. It would be interesting to know if there is any major university building as much as Vanderbilt.

Tech --  OpenAI's "reeses": Nvidia and Broadcom (AVGO: link here;

• Broadcom pops 12%, link here; 

Diwali: this week; new moon straddles October 20 - 21, 2025. Link here.

Investing:

• ATT (T): record date, October 10
• CAT: dropped $15 dollars last week 
• ex-dividend today;

***************************
Back to the Bakken

WTI: $57.15. Link here.

New wells: link here. 

RBN Energy: link here. 

From RBN Energy, pipelines, archived:

ONEOK wasn’t only bold in advancing the Sun Belt Connector project we mentioned just above. In fact, you might say its most aggressive moves have been on the acquisition front. Over the past two years, the company bought Magellan Midstream Partners (transaction value $18.8 billion), Medallion Midstream’s massive crude oil gathering system in the Midland Basin ($2.6 billion), and EnLink Midstream ($7.6 billion), each of which helped to transform ONEOK into a top-tier midstreamer. ONEOK also has been undertaking a number of other energy projects, including a 400-Mb/d LPG export terminal in Texas City, TX, via a joint venture with MPLX. Additionally, it holds interests in WhiteWater’s Matterhorn Express and Eiger Express pipelines.

Finally, consider Williams Cos., which, like Kinder Morgan, has generally taken a more conservative approach to project development than some of its peers, focusing primarily on expanding existing assets as demand warrants. But, as with Kinder, that doesn’t mean Williams hasn’t been busy. As we discussed recently in Don’t Stop Believin’, Williams is in the midst of several major capacity-expansion projects along its Transco pipeline system, including the recently unveiled Power Express project, which by Q3 2030 will add 950 MMcf/d of capacity on Transco between Station 165 in south-central Virginia and the data center mecca in northern Virginia.

**********************************
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. 
• Many posts are not proofread for several days after they've been posted.  
• 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.
• And Oracle. 
• Longer version here.