Friday, December 5, 2025

The New Name -- Will Be Temporary -- December 5, 2025

Locator: 49631PEACE. 

Link here

Quick: name an American president who has negotiated more major international peace deals. 

 

World Cup -- 2026 -- December 5, 2025

Locator: 49630SOCCER.

Based on local coverage, I'm not sure the DFW area realizes what they have just "bought into." This is like grabbing a tiger by the tail. This is going to be fascinating. We'll know more later today. 

World Cup Final 2026: Dallas to host 9 matches, the most of any venue.


Does AAPL turn green before the end of the day?
 

My Favorite Chart -- Assets Under Management Surge -- December 5, 2025

Locator: 49629MMF.

My favorite chart.

Tag: MMF MMFs 

$86 billion.

Link here

Foxconn Reports 26% Revenue Spike -- December 5, 2025

Locator: 49628FOXCONN.

Pre-market

  • Apple: slightly negative.
  • TSM: flat.

How The Million Dollar Way Stacks Up On A Goolge Search -- December 5, 2025

Locator: 49627B.


Netflix To Acquire WBD -- Bakken Update -- RBN Energy -- December 5, 2025

Locator: 49626B.

Netflix: ready to acquire Warner Brothers Discovery. This will never happen. Regulators will stop this. Trump is likely to be very, very miffed; his close friend Larry Ellison was "left at the altar." The Ellisons bid first and made multiple offers. No, this won't go anywhere and it will be in regulatory purgatory for at least a year before the deal is unwound. 

Dallas Cowboys: lost to Detroit, 44 - 30 last night, Thursday night football. Wild fourth quarter. CeeDee Lamb suffered another concussion; back in percussion protocol. CeeDee Lamb has major decision to make: his career or his health. If you missed it and want to watch the wild fourth quarter, the game will be re-aired today at 2:00 p.m. (not sure if that's CT or ET, but I think it's CT).

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

Video: fracking on a multi-well pad -- looks like a six-well (or bigger) multi-well pad. Link here.  

WTI: $59.59.

New wells reporting:

  • Sunday, December 7, 2025: 17 for the month, 140 for the quarter, 724 for the year, 
    • 41492, conf, CLR, Boulder Federal 4-4HSL, 
    • 41326, conf, Hess, EN-Rice-155-94-1102H-6, 
    • 28515, conf, CLR, Berlain 4-30HSL,
  • Saturday, December 6, 2025: 14 for the month, 137 for the quarter, 721 for the year,
    • 41298, conf, Hess, BL-Kvam-LW-156-95-1918H-1, 
    • 36702, conf,  BR, Muri 2E-MBH,  
  • Friday, December 5, 2025: 12 for the month, 135 for the quarter, 719 for the year, 
    • 41242, conf, Hess, GO-Bergstrom-156-98-2833H-7, 
    • 41777, conf, CLR, Willey 7-3H, 

RBN Energy: Bakken update. And future. Link here.