Monday, August 31, 2026

Early Morning Notes -- Monday, August 31, 2026

Locator: 51591ARCHIVES.

WTI: $86.21. Up $2.81, up 3.37% -- 6:04 a.m. CT, August 31, 2026.  

Pageviews: at the current run rate will hit 100 million this year (2026). We should hit 89 million pageviews this week and from thereon maybe one million additional hits each week. Looking for 100 million by Thanksgiving, 2026.

Antisemitism: this speaks volumes. Acclaimed fashion designer who was being honored in NYC Met has withdrawn from the exhibit due to intense pushback from his donors and everyone else due to his antisemitism hate crime conviction from 15 years ago! Wow! Link here. One can see how badly this turned out.

Iran: I don't even know how to categorize Iran any more -- collapsed economy; collapsing economy; who cares? Maybe the Mideast's North Korea without the nuclear weapons. Maybe we will see a satellite shot of Tehran at midnight and compare that with the satellite photos we've seen so often of North Korea at night. 

Iran: unless things change significantly today, Iran news will return to "normal" by the end of today. 

Iran, flashback: link here.

EPD, link here

MPC:


CVX:

Apple the Apple Mac Mini was introduced in 2005 with the PowerPC G4. It never seemed to fit. No one knew "why." All of a sudden it's become the unexpected star! Truly amazing. The story started to break, maybe one year ago and that was well before the M6 / M5 Ultra. Some say the Apple M7 is supposed to be the showstopper next year while M6 being the stopgap like M3:

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Apple's Next Showstopper?

 The big story here? Apple is fast-tracking this chip and may be released in just a few months. Purpose: AI.

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Disclaimer

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. 
  • 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. Now, I've added Amazon. And QCOM.
  • Longer version here.