Locator: 49646APPLE.
Saturday, December 6, 2025
We'll Come Back to These Wells And Maps Later -- December 6, 2025
Locator: 49644B.
Locator: 49644ANTELOPECREEK.
The maps:
The wells:
41584, drl/conf, Hess, BW-IDA-LN-149-101-1416H-1, Antelope Creek,
41585, drl/conf, Hess, BW-IDA-149-101-1416H-2, Antelope Creek,
41307, drl/conf, Hess, BW-IDA-149-101-1416H-3, Antelope Creek,
41586, drl/conf, Hess, BW-IDA-149-101-1416H-4, Antelope Creek,
41587, ROS/drl/conf, Hess, BW-IDA-149-101-1416H-5, Antelope Creek,
41588, drl/conf, Hess, BW-JLP-149-101-2321H-1, Antelope Creek,
41589, drl/conf, Hess, BW-JLP-149-101-2321H-2, Antelope Creek,
42072, drl/conf, Hess, BW-JLP-149-101-2321H-3, Antelope Creek,
42073, drl/conf, Hess, BW-JLP-149-101-2321H-4, Antelope Creek,
42074, drl/conf, Hess, BW-JLP-149-101-2321H-5, Antelope Creek,
42075, drl/conf, Hess, BW-JLP-LS-149-101-2321H-1, Antelope Creek,
Should One Take Social Security Benefits "Early" To Invest Benefits Sooner? December 6, 2025
Locator: 49643SOCIALSECURITY.
This is interesting investment advice, from Jason Zweig, over at The Wall Street Journal.
The article is great as a stand-alone article, but in addition, it dovetails nicely with my thoughts regarding Warren Buffett / BRK, which I mentioned some some weeks ago. Link here to I'm a believer, November 30, 2025.
Everything Jason Zweig mentions with regard to social security holds true, but even more so, when asking the same question about Berkshire Hathaway. Not to be taken out of context, but for all intents and purposes, BRK is about as safe as social security, but in addition, BRK has much greater potential for growth / appreciation.
Graph:
The question:
Beginning in the summer of 2021 and ending about one year later, late spring, 2022, the number of folks taking social security early. What was going on in that period (2021 - 2022) that led to folks taking their social security early?
Why:
The "Jason Zweig article" linked above is meant for folks who are financially able to delay their Social Security benefits. I'll never forget my mom. She was upset with the advice she was given when she took her Social Security benefits early. Her family genetics suggested she would live well into her 80s; she was in excellent health at age 62 (or whenever it was) when she started taking Social Security benefits early. She died at the age of 95.
Taking Social Security at 62 means significantly lower monthly checks ( around $1,377-$1,400 on average) compared to waiting until 70 (around $2,188-$2,263), a difference of roughly $800-$900 monthly, because delaying until age 70 locks in the largest possible benefit, with increases of about 8% annually after Full Retirement Age (FRA) until 70.
Age 70 to 95 --> 25 years of earning almost $1,000 more per month = 25 *12 *1000 = $300,000. It's actually more because of the increase of COLA each year. And $300,00 may sound like a lot of money, but for the beneficiary, an extra $1,000 / month is really noticeable. And, there's even more. If one has learned to live without any social security benefit from age 62 to age 70, imagine what $2,500 to $3,500 / per month will feel like when that mailbox money actually starts to arrive.
By the way, not one person in ten is going to take their "early benefits" and invest that money in the stock market, month after month, and not missing one month, and, oh by the way, picking the right investment.
One could extend this argument to earlier comments regarding BRK / Warren Buffett.
CLR's 12-Well Sandhill - Carpenter Pad In East Fork -- Wheelock, ND -- NE Of Williston -- December 6, 2025
Locator: 49642SANDHILL.
The maps:
The wells:
- 40670, drl/A, CLR, Carpenter 2-13H, East Fork, t-- cum 205K 10/25;
- 40661, drl/A, CLR, Sandhill 2-24H, East Fork, t-- cum 190K 10/25;
- 40671, drl/A, CLR, Carpenter 3-13H, East Fork, t-- cum 181K 10/25;
- 40551, drl/A, CLR, Sandhill 3-24H, East Fork, t-- cum 213K 10/25;
- 40672, drl/A, CLR, Carpenter 4-13H, East Fork, t-- cum 213K 10/25;
- 40662, drl/A, CLR, Sandhill 4-24H, East Fork, t-- cum 193K 10/25;
- 40673, drl/A, CLR, Carpenter 5-13H, East Fork, t-- cum 183K 10/25;
- 40663, drl/A, CLR, Sandhill 5-24H, East Fork, t-- cum 201K 10/25;
- 40674, drl/A, CLR, Carpenter 6-13HSL, East Fork, t-- cum 193K 10/25;
- 40664, drl/A, CLR, Sandhill 6-24H, East Fork, t-- cum 182K 10/25;
- 40675, drl/A, CLR, Carpenter 7-13HSL, East Fork, t-- cum 188K 10/25;
- 40665, drl/A, CLR, Sandhill FIU 7-24HSL, East Fork, t-- cum 248K 10/25; 98 stages, 513,432 bbls fluid; 18,786,466 lbs proppant, 9,316 PSI; 3840-acre spacing (six sections), 3-mile horizontal; see production profile below:
| Pool | Date | Days | BBLS Oil | Runs | BBLS Water | MCF Prod | MCF Sold | Vent/Flare |
|---|---|---|---|---|---|---|---|---|
| BAKKEN | 10-2025 | 31 | 31274 | 31281 | 36160 | 40693 | 37923 | 892 |
| BAKKEN | 9-2025 | 30 | 35864 | 35908 | 50524 | 54459 | 48326 | 4143 |
| BAKKEN | 8-2025 | 31 | 44602 | 44654 | 50165 | 59574 | 53088 | 4879 |
| BAKKEN | 7-2025 | 31 | 51564 | 51499 | 63974 | 71448 | 63958 | 5880 |
| BAKKEN | 6-2025 | 30 | 52033 | 52079 | 73318 | 61474 | 55723 | 5683 |
| BAKKEN | 5-2025 | 24 | 33076 | 32869 | 54412 | 39591 | 35927 | 3606 |
| BAKKEN | 4-2025 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| BAKKEN | 3-2025 | 3 | 0 | 0 | 686 | 10 | 0 | 5 |
Well of interest:
- 22866, 763, CLR, Carpenter 1-12H, East Fork, t8/12; cum 331K 10/25; note halo effect:
| Pool | Date | Days | BBLS Oil | Runs | BBLS Water | MCF Prod | MCF Sold | Vent/Flare |
|---|---|---|---|---|---|---|---|---|
| BAKKEN | 10-2025 | 31 | 2842 | 2911 | 13223 | 2498 | 2084 | 0 |
| BAKKEN | 9-2025 | 30 | 2938 | 2939 | 17724 | 2743 | 2338 | 0 |
| BAKKEN | 8-2025 | 31 | 3248 | 3251 | 20079 | 2648 | 1929 | 300 |
| BAKKEN | 7-2025 | 31 | 3520 | 3811 | 25253 | 3110 | 2691 | 0 |
| BAKKEN | 6-2025 | 30 | 4005 | 3650 | 28436 | 2879 | 2026 | 455 |
| BAKKEN | 5-2025 | 29 | 4823 | 4746 | 37599 | 4156 | 3794 | 0 |
| BAKKEN | 4-2025 | 30 | 10105 | 10394 | 52185 | 9380 | 8975 | 0 |
| BAKKEN | 3-2025 | 6 | 882 | 552 | 9928 | 1215 | 1141 | 0 |
| 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 | 31 | 683 | 878 | 747 | 1461 | 1069 | 0 |
| BAKKEN | 9-2024 | 30 | 650 | 643 | 820 | 1783 | 1378 | 0 |
Random Updates On An Otherwise "Same-Old, Same-Old" Saturday -- December 6, 2025
Locator: 49641ARCHIVES.
COST: lots of talk on CNBC yesterday regarding Costco. Link here for Motley Fool discussion.
Beth on AMZN, link here:
Bullet train: not much to say; simply slowly moving along. Cost overrun simply a data point now, now no longer a show stopper. From The Fresno Bee:
The 171-mile Merced-to-Bakersfield stretch of high-speed rail could begin passenger service by Jan. 1, 2032, according to a report released Friday by the state agency administering the project.
That’s almost two years earlier than the Dec. 31, 2033, deadline the California High-Speed Rail Authority has been working to satisfy in the Central Valley, where construction is active on 119 miles and the first tracks are planned to be laid next year.
But the report also notes that the Merced-to-Bakersfield segment, prioritized by California law in 2022, will not operate profitably. The rail authority is proposing ways to more quickly move the project beyond its current focus while it continues to work on the Central Valley section.
It's widely accepted that the MTB focus was simply for the photo op, a PR stunt, the ultimate train to nowhere.
UNP - NSC: merger approved by shareholders.
Apple-Intel: partnership. Link here. INTC shares continue to surge.
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