Wednesday, October 29, 2025

Best Story All Day -- October 29, 2025

Locator: 49287APPLE.  

Link here

From the linked article:

Buying the right laptop can be stressful. It’s likely one of the bigger tech purchases you’ll make, and there are a ludicrous number of models, sizes, form factors, and configurations to pick from. We review and test a wide swath of them here at The Verge, and we’re constantly considering what’s the best and who it’s best for.

Our overall pick for most people has been, and continues to be, the MacBook Air — particularly, as of March 2025, the M4 model. Unless you’re forced to use Windows for specific software needs or you fancy yourself a hardcore gamer, it remains the best option for the average user who wants something portable with excellent battery life and great performance for productivity tasks.

Though the MacBook Air is the easy recommendation for most people, that doesn’t make it the answer for everyone. What if you need more power for video or photo editing, or crunching large datasets? What if you prefer to run Windows? What if you play lots of games and want to take them with you? Or what if you just want something unique — or even, gasp, repairable? We’ve got some recommendations, including a Chromebook or two, a laptop with two screens, the 16-inch MacBook Pro, and the Microsoft Surface Laptop with a Snapdragon X Elite chip.

Apple’s M4 MacBook Air is the best laptop for most people — Mac users, of course, but also the platform-agnostic or anyone who wants a no-fuss, straightforward machine that doesn’t bombard them with advertisements or bloatware. It’s a productivity laptop that can do a bit of everything. The 13-inch model starts with 16GB of RAM at $999 (it’s often cheaper than this), and it also comes in a 15-inch version for $1,199, for those who like their laptops a little larger. It’s hard to find another laptop that offers this kind of combination of performance and battery life in a thin and light chassis, especially at these prices.

Despite losing its way around the mid-2010s, Apple has a long history of sending quality MacBooks to market, and the Air M4 is no different. A smooth, almost ethereal trackpad, check. A chiclet-style keyboard that makes typing feel like a dance, check. Fast Wi-Fi adapter, color-rich display, and MagSafe charging, check. Those were also true on the previous models, but now with the M4 generation it also features the same 12-megapixel Center Stage webcam of the MacBook Pros, can use two external monitors with its lid open, and comes in a sky blue color (though it still looks silver in some light). And again, you get all this for less money than before.

The M4 Air is a great option for just about anyone who doesn’t need video editing, heavy gaming, or more than two USB-C ports. For those that do, look to the 14-inch MacBook Pro M5 — a great bang-for-your-buck laptop in its own right at $1,599, complete with the latest, fastest processor that Apple makes. Opting for a Pro over an Air is best for students in creative fields and content creators needing more headroom and features like a third USB-C port, an SD card slot, and an even better screen.

Now that the M4 Air is here, Apple has fully discontinued the M3 and M2 models. You might still be able to find them at retailers like Best Buy, but they’re not worth it over the M4 unless substantially discounted. If you can afford an additional $200 on top of either the 13- or 15-inch M4 Air’s starting prices, that’ll net you 512GB of storage instead of 256GB — as well as the 10-core GPU on the 13-inch. The paltry base storage is the only remaining weak point of the MacBook Air. It’s definitely worth getting more, as the roomier SSD will make your life a little easier on a laptop that should easily last you five to seven (or even more) years.

Several others, various categories, were also reviewed, but across the board, the best was the 13-inch, M4, Apple MaBook Air.

I bought my wife this computer as soon as it became available on Amazon, and it was $50 less than the manufacturer's (suggested) retail price. 

It took about 30 seconds to set up. She is amazed how fast it is. Great, great birthday present. 

On another note, I thought the reason folks loved the Chromebook was its price. Essentially the same price as the #1 computer, the 13-inch MacBook Air, M4.

One New Permit; Two Permits Renewed -- October 29, 2025

Locator: 49286B.  

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

WTI: $60.48.

Active rigs: 35.

One new permit:

  • 42435, loc, KODA Resources, Bock 1931-8BH, Daneville, Divide County.

Two permits renewed:

  • Petro-Hunt, Arsenal Federal, #29591;
  • Cornerstone Natural Resources, Feldmann,  #40307. 

The "Fed" Blinked -- Earnings After Hours -- October 29, 2025

Locator: 49285ECONOMY. 

The "Fed" cut "a quarter point." 

"Everybody" expected that. Market indices unchanged after the announcement. 

QE ends as of December, 2025.

But, but, but, but ...

  • the Fed made the decision with very, very, very little data due to the government shutdown;
  • what little data they had, the "Fed" suggested the economy is actually better:
    • than that reported at the previous meeting;
    • than what they expected.

So, the "Fed" cut rates even though Main Street is looking resilient and better than expected; and,
when Wall Street is frothy. 

That suggests to me the "Fed" blinked. It suggests to me a "feel good" decision -- even if not necessarily needed, the "Fed" wanted to feel good going in to the holidays after playing Scrooge since last autumn (2024).

Great interview with former Fed board member. 

Richard W. Fisher is the former President and CEO of the Federal Reserve Bank of Dallas, a position he held from 2005 to 2015.  Richard Fisher self-identifies as having been a hawk during his tenure, more concerned with inflation than employment. 

He says JPow has four more meetings. Unlikely that JPow will favor absolutely any more cuts. This is it folks.  

****************************
Market Reverses Gains For The Day

During the Q&A, JPow says a rate cut in December is not a given. Dow goes negative after being in the green all day. 

*************************
Earnings After The Close

SBUX: good

GOOG: incredibly good; share price surges. Cloud: 34% growth y/y. 

MSFT: even better -- will explain later. Beats on top and bottom lines. Awesome. Significant drop in share price after earnings reported.

META: okay -- down significantly. Down 8%.

X-59 -- First Test Flight Yesterday -- October 29, 2025

Locator: 49284X59. 

Tag: X-59 X59 

Wiki

YouTube

Reuters

GLW And SCCO -- COTD -- October 29, 2025

Locator: 49283GLW. 

Tag: GLW SCCO 


 

**************************
Comparing SCCO and FCX

 Six months:

One year:

BRK-B Vs CAT -- October 29, 2025

Locator: 49282BRK. 


 

My Favorite Chart -- MMF -- October 29, 2025

Locator: 49281MMF. 

Tag: MMF MMFs 

Link here

CNBC anchors keep asking, "where is all the money coming from to pay for AI?"

Start here:

One of the largest weekly increases I can recall. 

CAT Breakout -- Up $50 Today -- Up 10% Today -- October 29, 2025

Locator: 49280CAT. 

My number one pick for AI infrastructure. Started accumulating CAT when tech started getting my attention.

Link here.

Caterpillar’s shares soared after the company said demand for its power generators remained strong and it raised its sales-growth forecast for the year.

The company’s third-quarter profit beat analysts’ estimates. Shares rose as much 13%, on track for their best day since 2009. Caterpillar said it expects sales for 2025 to be modestly higher than in 2024, bumping up its earlier forecast of slightly higher sales this year.

The Irving, Texas, maker of mining and construction machinery posted earnings of $2.3 billion, or $4.88 a share, down from $2.46 billion, or $5.06 a share, a year earlier.

Stripping out certain one-time items, Caterpillar logged adjusted earnings of $4.95 a share, handily beating the average analyst estimate of $4.53 a share.

Overall revenue, which includes the company’s financing business, rose 10% to a record $17.6 billion, surpassing the average analyst projection for $16.8 billion.

Caterpillar’s engine business was again the standout performer of the equipment maker’s quarterly results. A 31% increase in sales of power generators, mostly to data-center developers, pushed up third-quarter engine-segment sales and profit by 17% from a year earlier. Caterpillar is expanding production of generators with a $725 million addition to its Lafayette, Indiana, plant.

Robust demand for generators contributed to a $2.4 billion increase in Caterpillar’s order backlog during the quarter to a record $39.8 billion.  

**********************************
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.  

KODA Resources -- Bock Wells -- Daneville -- Divide County -- October 29, 2025

Locator: 49279KODA. 

Updates

Note: I haven't looked at the Bock permits very closely; not worth the time; it appears some will be 1920-acre spacing; others, 2560. Data below may have some content errors. According to the map there are nine Bock wells sited at the north edge of section 19-161-102. Altogether about 25 Bock permits in this area. 

It appears there are four separate Bock pads in this area.  

October 30, 2025: four more Bock permits showed up in today's DAR --

  • #42437 - #42440, inclusive
  • NWNE 19-161-102, 
  • four-section spacing; sited in section 31-162-102 and spacing unit section 31-162-102 and sections 6 / 7 / 18-161-012
  • the permits 
    • Bock 1BNH
    • Bock 2BNH
    • Bock 3BNH
    • Bock 4BNH 

October 29, 2025: this permit is in the spreadsheet below -- this permit showed up in today's DAR --

  • 42435, loc, KODA Resources, Bock 1931-8BH, Daneville, Divide County.

 

Original Post 

Bock permits:

  • 44 permits: total -- including SWD, PNC, etc
  • dry wells: 1
  • take out PNC permits
  • take out SWD permits (3)
  • Bock wells:
  • total: location, confidential, active = 32.












File No

CTB No

API No

Well Type

Well Status

Status Date

DTD

Location

Operator

Well Name

Field

42055


3302301646

OG

PNC

10/15/2025


LOT3 3-161-102

KODA RESOURCES OPERATING, LLC

BOCK 0315-5BH

DANEVILLE

42056


3302301647

OG

PNC

10/15/2025


LOT3 3-161-102

KODA RESOURCES OPERATING, LLC

BOCK 0315-6BH

DANEVILLE

42057


3302301648

OG

PNC

10/15/2025


LOT2 3-161-102

KODA RESOURCES OPERATING, LLC

BOCK 0315-7BH

DANEVILLE

42058


3302301649

OG

PNC

10/15/2025


LOT2 3-161-102

KODA RESOURCES OPERATING, LLC

BOCK 0315-8BH

DANEVILLE

41754


3302301606

OG

PNC

10/15/2025


LOT2 4-161-102

KODA RESOURCES OPERATING, LLC

BOCK 0416-4BH

DANEVILLE

42238


3302301668


Confidential



LOT2 4-161-102

KODA RESOURCES OPERATING, LLC

BOCK 04-1 SWD

DANEVILLE

42094


3302301654

OG

LOC

7/7/2025


SWSE 15-161-102

KODA RESOURCES OPERATING, LLC

BOCK 1534-5BH

DANEVILLE

42095


3302301655

OG

LOC

7/7/2025


SWSE 15-161-102

KODA RESOURCES OPERATING, LLC

BOCK 1534-6BH

DANEVILLE

42404


3302301704

OG

LOC

10/15/2025


SWSE 15-161-102

KODA RESOURCES OPERATING, LLC

BOCK 1534-1BHN

DANEVILLE

42405


3302301705

OG

LOC

10/15/2025


SWSE 15-161-102

KODA RESOURCES OPERATING, LLC

BOCK 1534-2BHN

DANEVILLE

42406


3302301706

OG

LOC

10/15/2025


SWSE 15-161-102

KODA RESOURCES OPERATING, LLC

BOCK 1534-3BHN

DANEVILLE

42407


3302301707

OG

LOC

10/15/2025


SWSE 15-161-102

KODA RESOURCES OPERATING, LLC

BOCK 1534-4BHN

DANEVILLE

42134


3302301664

OG

LOC

7/17/2025


SESW 17-161-102

KODA RESOURCES OPERATING, LLC

BOCK 1732-5BH

DANEVILLE

42135


3302301665

OG

LOC

7/17/2025


SESW 17-161-102

KODA RESOURCES OPERATING, LLC

BOCK 1732-6BH

DANEVILLE

42398


3302301700

OG

LOC

10/14/2025


SESW 17-161-102

KODA RESOURCES OPERATING, LLC

BOCK 1732-1BHN

DANEVILLE

42399


3302301701

OG

LOC

10/14/2025


SESW 17-161-102

KODA RESOURCES OPERATING, LLC

BOCK 1732-2BHN

DANEVILLE

42400


3302301702

OG

LOC

10/14/2025


SESW 17-161-102

KODA RESOURCES OPERATING, LLC

BOCK 1732-3BHN

DANEVILLE

42401


3302301703

OG

LOC

10/14/2025


SESW 17-161-102

KODA RESOURCES OPERATING, LLC

BOCK 1732-4BHN

DANEVILLE

42431


3302301708

OG

LOC

10/28/2025


NWNE 19-161-102

KODA RESOURCES OPERATING, LLC

BOCK 1931-2BH

DANEVILLE

42432


3302301709

OG

LOC

10/28/2025


NWNE 19-161-102

KODA RESOURCES OPERATING, LLC

BOCK 1931-5BH

DANEVILLE

42433


3302301710

OG

LOC

10/28/2025


NWNE 19-161-102

KODA RESOURCES OPERATING, LLC

BOCK 1931-6BH

DANEVILLE

42434


3302301711

OG

LOC

10/28/2025


NWNE 19-161-102

KODA RESOURCES OPERATING, LLC

BOCK 1931-7BH

DANEVILLE

42435


3302301712

OG

LOC

10/28/2025


NWNE 19-161-102

KODA RESOURCES OPERATING, LLC

BOCK 1931-8BH

DANEVILLE

42298


3302301677

OG

LOC

9/11/2025


NENW 21-161-102

KODA RESOURCES OPERATING, LLC

BOCK 2133-5BH

DANEVILLE

42299


3302301678

OG

LOC

9/11/2025


NENW 21-161-102

KODA RESOURCES OPERATING, LLC

BOCK 2133-6BH

DANEVILLE

42300


3302301679

OG

LOC

9/11/2025


NENW 21-161-102

KODA RESOURCES OPERATING, LLC

BOCK 2133-7BH

DANEVILLE

42301


3302301680

OG

LOC

9/11/2025


NENW 21-161-102

KODA RESOURCES OPERATING, LLC

BOCK 2133-8BH

DANEVILLE

41283


3302301583

OG

DRY

1/5/2025

745

NWNW 24-161-102

KODA RESOURCES OPERATING, LLC

BOCK 2436-2BH

DANEVILLE

41284

241284

3302301584

OG

A

4/7/2025

24522

NWNW 24-161-102

KODA RESOURCES OPERATING, LLC

BOCK 2436-3BH

DANEVILLE

41365

241284

3302301587

OG

A

4/8/2025

24673

NWNW 24-161-102

KODA RESOURCES OPERATING, LLC

BOCK 2402-1BH

DANEVILLE

41443


3302301589

SWD

A

4/19/2025

5194

NWNW 24-161-102

KODA RESOURCES OPERATING, LLC

BOCK 24-1 SWD

DANEVILLE

41490

241284

3302301594

OG

A

4/13/2025

24475

NWNW 24-161-102

KODA RESOURCES OPERATING, LLC

BOCK 2436-2BHR

DANEVILLE

39062

239062

3302301468

OG

A

3/4/2025

19113

SESE 32-161-102

KODA RESOURCES OPERATING, LLC

BOCK 3229-2BH

DANEVILLE

39246


3302301471

SWD

A

11/21/2022

5176

SESE 32-161-102

KODA RESOURCES OPERATING, LLC

BOCK 32-1 SWD

DANEVILLE

41001


3302301564

OG

PNC

8/12/2025


SESW 33-161-102

KODA RESOURCES OPERATING, LLC

BOCK 3321-1BH

DANEVILLE

41002


3302301565

OG

PNC

8/12/2025


SESW 33-161-102

KODA RESOURCES OPERATING, LLC

BOCK 3321-2BH

DANEVILLE

41003


3302301566

OG

PNC

8/12/2025


SESW 33-161-102

KODA RESOURCES OPERATING, LLC

BOCK 3321-3BH

DANEVILLE

41004


3302301567

OG

PNC

8/12/2025


SESW 33-161-102

KODA RESOURCES OPERATING, LLC

BOCK 3321-4BH

DANEVILLE

39898

239898

3302301484

OG

A

9/20/2023

24468

SESE 34-161-102

KODA RESOURCES OPERATING, LLC

BOCK 3422-2BH

DANEVILLE

39899

239898

3302301485

OG

A

9/20/2023

24437

SESE 34-161-102

KODA RESOURCES OPERATING, LLC

BOCK 3422-1BH

DANEVILLE

40085


3302301498

SWD

A

10/3/2023

6295

SESE 34-161-102

KODA RESOURCES OPERATING, LLC

BOCK 34-1 SWD

DANEVILLE

42372


3302301695

OG

LOC

10/3/2025


SWSE 36-161-102

KODA RESOURCES OPERATING, LLC

BOCK 3624-1BH

DANEVILLE

42373


3302301696

OG

LOC

10/3/2025


SWSE 36-161-102

KODA RESOURCES OPERATING, LLC

BOCK 3624-2BH

DANEVILLE