Friday, September 11, 2026

Daily Activity Report -- Pending -- September 11, 2026

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Market: I have no direct investment in either VFLO or Solaris Energy, but helpful to look at. See disclaimer below.

  • VFLO ETF: mentioned in passing by CNBC's senior market commentator, Mike Santoli. VFLO has really had a great three months, after mirroring the S&P 500 for the nine months prior to that. With simple Google one can easily find the top 10 or top 20 holdings. One can also find the dividends paid the past year (pays monthly; the yearly average has been around 1%). Investment strategy:

  • Solaris Energy: SEI (NYSE). What does it do? Link here

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Back to the Bakken

WTI: $100.04. Down 2% but still above $100. Hard to believe. Everyone knows this won't last and are investing as such. 

Active rigs:

Four new permits,  

  • 43298, BR, Clemens 2C-TFH-R, Dimmick Lake, 
  • 43299, SOGC, Martens 4-5-6-3H, Sanish,
  • 43300, SOGC, Martens 4-5-6-5H, Sanish,
  • 43301, SOGC, Martens 4-5-6-9H, Sanish,

 

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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.
  •