Sunday, October 26, 2025

COTD -- AMD Vs INTC -- October 26, 2025

Locator: 49527COTD.

Tag: tech chips AMD INTC 


 


 

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The "MAG 7" Meme Graph Making The Rounds -- Tech -- October 26, 2025

Locator: 49526TECHMEME.

Sunday night:

  • NFL football. Ho-hum.
  • Pyscho on TCM, starting at 10:00 p.m. CT.  

Tag: tech meme. 

Link here. The good news: Adam has plenty of time to "get out" short the tech stocks. He, of course, won't share any of that with the rest of us.

So, so, so many observations could be made. 

Based on "futures" tonight, the bust is not coming tomorrow, so "Adam" has plenty of time to get out if he thinks this is a bubble. Or maybe he already has and has shorted MSFT, ORCL, AMD, NVDA, and INTC.

Will keep this for the archives. The question is: what is Adam's time horizon? One month, six months, one year, six years, sixty years? 

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The US "K" Economy -- It Takes A Village -- Hillary -- Sunday, October 26, 2025

Locator: 49525ECONOMY.

Link here. 

Because she went to a good college; because she graduated cum laude; she's entitled to a high-paying job.

It is what it is. The story has a "feeling of entitlement." 

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Global Warming, Increasing Atmospheric CO2, And That Record US Corn Crop -- October 26, 2025

Locator: 49524GLOBALWARMING.

Making the rounds, link here. 

"This" was brought up years ago about what global warming meant for US agriculture. This was "predicted" by some crackpots years ago. I was one of those crackpots that raised the issue. I was involved in research back in the early 1970s so I am not quite as naive as folks might think (LOL).

Whatever.

The AI prompt:  

I'm sure there's much more to it and there's absolutely no connection but it's interesting that the US will be reporting a record corn harvest this year, at the very same time as the earth continues to warm (global warming) and atmospheric CO2 is rising -- the basic "food" for plants. 
Have any "legitimate" news sources commented on this?

AI reply:

 *****************************
History


Global warming, longer growing seasons, increasing atmospheric CO2?

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Sunday Night Television -- October 26, 2025

Locator: 49523TELEVISION.

I follow Trump's second term (T2) at this link.  Periodically I take the "page" down for any number of reasons.

Right now, the T2 page is "live" once again.

Favorite ad right now: link here.


Back to T2. 

If it was any Democrat doing what Trump is doing, he would be treated as the next Messiah, as the saying goes.

It is absolutely incredible:

  • what Trump is doing
    • exhibit A: Gaza, Iran, and the middle East; and,
  • how he's running circles around other politicos.

As long as "it's" working, the government isn't going to open up. I think one more Democrat Senate vote against paying the troops will pretty much be the last vote, all other things staying the same. 

Refusing to pay the troops in order to pay illegal immigrants. 

Time to watch "The Rockford Files."

So, anyway, I'm getting tired of the way the mainstream media (NY Times) is covering the Trump presidency. I often flip-flop on Trump but the Trump coverage is tedious and painful. 

Packers vs Steelers. Next.  

 

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Gifting -- MarketWatch -- October 26, 2025

Locator: 49522TAXES.

Link here.

Worth saving. 


For the "Moneyist":

My husband and I plan to help our daughter with some of her wedding expenses. It’s my understanding an individual can give $19,000 in a year without triggering a taxable event. What is the best way to go about this? We don’t want to get into trouble. My plan is to contribute approximately $30,000.

The Mother of the Bride

From the "Moneyist":

I have good news and bad news; let’s start with the latter. Generally, yes, wedding gifts could be a taxable event, meaning you’d have to file a Form 709. But $30,000 is well within your annual/lifetime limit. The gift allowance is $38,000 annually for a couple, and $27.98 million for a couple ($13.99 million per individual) for a lifetime.

Your gift of $30,000, however, does not require a Form 709, given that it’s within the annual gift-tax exemption. Matt Boyd, an assistant director of high-net-worth tax planning at Northwestern Mutual, has recently written about this exact issue. “Receiving a cash gift from a loved one for your wedding can be a great way to start off married life,” he writes.

To go straight to the proverbial horse’s mouth, the IRS has very simple rules about what is not considered a gift that triggers a taxable event. “The general rule is that any gift is a taxable gift,” the IRS says. “However, there are many exceptions to this rule. Generally, the following gifts are not taxable gifts:

1. Gifts that are not more than the annual exclusion for the calendar year. 2. Tuition or medical expenses you pay for someone (the educational and medical exclusions). 3. Gifts to your spouse. 4. Gifts to a political organization for its use. 5. In addition to this, gifts to qualifying charities are deductible from the value of the gift(s) made.”

More at the link.

Except perhaps for the "one-percenters" in this country, except for a bit of paperwork, the Federal estate tax is a non-concern.  One needs to remember, the Federal estate tax rules were written by folks how are just slightly less rich than the "one-percenters." 

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Renovations And New Construction -- October 26, 2025

Locator: 49521ARCHIVES.

Ballroom (renovation/new construction): $250 million (paid for with private money). Oversight: The Donald.

JPM skyscraper in NYC (new construction with recycled material): $3 billion (paid for with shareholder's money). Oversight: Jamie Dimon.

Federal Reserve Building (renovation): $3 billion (paid for with taxpayer's money). Oversight Fed chairman, JPow. 

***************************
Yamamoto

Link here. 

I watched the entire game last night. Absolutely mesmerizing. And yes, with all the commercial interruptions and other non-baseball stuff, one can catch up on a NASCAR race and college football games. And even a bit of The Rocky Horror Picture Show. 

This is truly insane (in a good way):

When the Los Angeles Dodgers shelled out $325 million to lure Yoshinobu Yamamoto from Japan to Southern California, it was reasonable to wonder if they had gone completely crazy. 

Yamamoto had never played a single inning of American baseball. And yet a major-league franchise had taken the outrageous step of signing him to a 12-year guaranteed contract that ranked as the largest ever awarded to a pitcher.

It took just two of those years for Yamamoto to demonstrate what the Dodgers saw in him, establishing himself this season as one of the top starters in the sport.

But this October, he has proven himself to be something even greater, something the Dodgers couldn’t have predicted when they gave him all that money. Yamamoto has become an ace. 

Not an ace by the heavily diluted standards of 2025, a time when crossing 110 pitches is an unreasonable workload and a six-inning outing is considered “dominant.” No, Yamamoto has become an ace in the classical definition of the word, the kind of old-school ace that would make Sandy Koufax and Don Drysdale proud. The kind of ace who harks back to a time when “bullpen days” didn’t exist, relieving was for wimps and starters were expected to serve as their own closers. 

On Saturday, Yamamoto evened up the World Series at 1-1 by twirling a masterpiece. He delivered the first complete game in the Fall Classic since Johnny Cueto did it for the Kansas City Royals in 2015, powering the Dodgers to a 5-1 win over the Toronto Blue Jays. Yamamoto allowed just four hits and struck out eight. He retired the final 20 batters he faced, needing 105 pitches to record 27 outs.

And that wasn’t even the craziest part. The last time he took the ball, Yamamoto did the same thing, going the distance against the Milwaukee Brewers in Game 2 of the National League Championship Series.

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Re-Posting -- Mortgages -- October 26, 2025

Locator: 48768RATES.

Re-posting. In the note below, items in bold red, place highlighted today, October 26, 2025, except for the last phrase in bold red; that was in the original blog. 

Locator: 48768RATES.

Tag: best time to buy a house

We've had this discussion before.  

From October 23, 2023. 

From ChatGPT today:

  • the average mortgage for week ending October 26, 2023: 7.79%.
  • this was the most elevated average for 30-year mortgages since around late 2000. Twenty-some years previously.
  • the sharp rise was driven by inflation, Federal Reserve rate hikes, and climbing Treasury yields.

From ChatGPT today: 

  • today, average mortgage rate for new homes:
    • the average mortgage for today, July 17, 2025, the 30-year fixed mortgage rate is in the 6.7% to 6.9% range.
  • this places today's rate slightly below 7% with recent trends showing a modest uptick from the 6.7% level reported last week.
  • rates have remained elevated since early 2025, averaging in the 6 - 7% range due to persistent inflation, Fed policy, and Treasury yields. 
  • affordability is tight, especially for those upgrading from low-rate mortgages -- retirees and downsizers face particularly steep jump in monthly payments.  

My prompt to ChatGPT today, after reading the above:

How can you say "persistent inflation" when just a couple years ago, the inflation rate was 9%; inflation is now 2.6% or lower and at 2.6% it's right in the range of inflation for the US in the modern era (since 1950, let's say).

The reply from ChatGPT, after a long "reply," this was the bottom lie:

  • you’re right: headline inflation is back to normal (~2.6%).
  • but underlying components of inflation (like services and shelter) are still high, so policy remains tight.
  • when analysts say “persistent inflation,” they mean specific sectors remain elevated, not that overall inflation is still running hot. 

Not exactly sure how tariff rates are affecting housing prices. Just saying.

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Initial Production Data For Wells Coming Off Confidential List This Next Week -- October 26, 2025

Locator: 49520WELLS.

The wells: 

  • 37281, conf, Whiting, State Federal 21-16-4H, Bully, 
DateOil RunsMCF Sold
8-20251513829678
7-20251502622042
6-20252127627872
5-2025030967

  • 41245, conf, Hess, EN-Hegland-156-94-3229H-6, Manitou, 
DateOil RunsMCF Sold
8-20251379420461
7-20251053717103
6-20251630822952
5-20252645637057

  • 41084, conf, Zavanna, Midas 36-25 4TFH XE, Brooklyn, 
DateOil RunsMCF Sold
8-20252601935426
7-20252394328998
6-20252513927591
5-2025960911309

  • 41244, conf, Hess, EN-Hegland-LW-156-94-3229H-1, Manitou, 
DateOil RunsMCF Sold
8-20251351620057
7-2025973016568
6-20251931432019
5-20252942752909

  • 41062, conf, Slawson, Barnstormer Federal 3-3-15H, Bully, npd,
  • 41717, conf, Kraken, Shannon West 23-14-11 4H, Green Lake, 
DateOil RunsMCF Sold
8-20251727411432
7-2025556117
  • 41085, conf, Hess, BB-Sivertson-151-95-2019H-11, Blue Buttes, 
DateOil RunsMCF Sold
8-20252428270768
7-20252643052569
6-20252685247115
5-20253795763922
4-20258972084
  • 41012, conf, Zavanna, Midas 36-25 3H, Epping, 
DateOil RunsMCF Sold
8-20252876538748
7-20253189539753
6-20254029446745
5-20252594531787
  • 41823, conf, CLR, Kleist 4-35HSL, Upland, 
DateOil RunsMCF Sold
8-20254146737273
7-202574047240
  • 41716, conf, Kraken, Shannon West 23-14-11 3H, Green Lake, 
DateOil RunsMCF Sold
8-20252174914794
7-20251570302
  • 41087, conf, Hess, BB-Sivertson-151-95-2019H-8, Blue Buttes, 
DateOil RunsMCF Sold
8-20252061248431
7-20252807160676
6-20252433846183
5-20253322358587
4-20251142940
  • 41063, conf, Slawson, Barnstormer Federal 4-3-15H, Bully, npd, 
  • 41715, conf, Krakken, Shannon West 23-14-11 2H, Green Lake, 
DateOil RunsMCF Sold
8-20252459515973
7-20251199211
  • 41622, conf, CLR, Kleist 3-35H, Sorkness, 
DateOil RunsMCF Sold
8-20251773724712
7-20252175726187
6-20252162630206
5-20251829120403
4-202533812137
  • 40981, conf, Hess, EN-Starla-157-93-0904H-5, 
  • 40884, conf, Zavanna, Midas 36-25 2TFH, Epping, 
DateOil RunsMCF Sold
8-20252588627493
7-20252524930215
6-20252922632415
5-20251303415685
  • 41083, conf, Oasis, Sapphire 5000 21-31 6B, Arnegard, 
DateOil RunsMCF Sold
8-20251306417985
7-20252329923193
6-20252194115286
5-20252602429021
4-20256591424
  • 41082, conf, Oasis, Sapphire 5000 31-31 5B, Arnegard, 
DateOil RunsMCF Sold
8-20251697922784
7-20252546125163
6-20252280415341
5-20252997239749
4-20257321080
  • 40925, conf, Oasis, Sapphire 5000 21-31 4B, Arnegard, 
DateOil RunsMCF Sold
8-20252581434586
7-20252631925390
6-20252118414146
5-20253400236005
4-202529793107
  • 41016, conf, Zavanna, Midas 36-25 1H, Epping, 
DateOil RunsMCF Sold
8-20252654333731
7-20253286440351
6-20253356037792
5-20251381216883
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New Wells This Next Week -- October 26, 2025

Locator: 49519WELLS.

The wells:

Wednesday, November 5, 2025: 4 for the month, 62 for the quarter, 644 for the year,
37281, conf, Whiting, State Federal 21-16-4H, 

Tuesday, November 4, 2025: 3 for the month, 61 for the quarter, 643 for the year,
None.

Monday, November 3, 2025: 3 for the month, 61 for the quarter, 643 for the year,
41245, conf, Hess, EN-Hegland-156-94-3229H-6, 

Sunday, November 2 , 2025: 2 for the month, 60 for the quarter, 642 for the year,
41084, conf, Zavanna, Midas 36-25 4TFH XE, 

Saturday, November 1, 2025: 1 for the month, 59 for the quarter, 641 for the year,
41244, conf, Hess, EN-Hegland-LW-156-94-3229H-1, 

Friday, October 31, 2025: 58 for the month, 58 for the quarter, 640 for the year,
None. There was no April 31.

Thursday, October 30, 2025: 58 for the month, 58 for the quarter, 640 for the year
41062, conf, Slawson, Barnstormer Federal 3-3-15H, 

Wednesday, October 29, 2025: 57 for the month, 57 for the quarter, 639 for the year,
41717, conf, Kraken, Shannon West 23-14-11 4H, 
41085, conf, Hess, BB-Sivertson-151-95-2019H-11, 
41012, conf, Zavanna, Midas 36-25 3H, 

Tuesday, October 28, 2025: 54 for the month, 54 for the quarter, 636 for the year,
41823, conf, CLR, Kleist 4-35HSL, 
41716, conf, Kraken, Shannon West 23-14-11 3H, 
41087, conf, Hess, BB-Sivertson-151-95-2019H-8, 
41063, conf, Slawson, Barnstormer Federal 4-3-15H, 

Monday, October 27, 2025: 50 for the month, 50 for the quarter, 632 for the year,
41715, conf, Krakken, Shannon West 23-14-11 2H, 
41622, conf, CLR, Kleist 3-35H, 
40981, conf, Hess, EN-Starla-157-93-0904H-5, 
40884, conf, Zavanna, Midas 36-25 2TFH, 

Sunday, October 26, 2025: 46 for the month, 46 for the quarter, 628 for the year,
41083, conf, Oasis, Sapphire 5000 21-31 6B, 
41082, conf, Oasis, Sapphire 5000 31-31 5B, 
40925, conf, Oasis, Sapphire 5000 21-31 4B,

Saturday, October 25, 2025: 43 for the month, 43 for the quarter, 625 for the year,
41016, conf, Zavanna, Midas 36-25 1H, 


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