Locator: 51913VISAS.
Holy mackerel: what a NASCAR finish. Yes, these was a collision between teammates just before crossing the finish line -- photo-finish -- second closest finish in any race at Charlotte ... Briscoe - Bell -- 1- 2. Joe Giffss talking to Christopher Bell while Chase Briscoe doing doughnuts. All on the same team. Closest finish so far in 2026. I was not impressed with Christopher Bell's post-race interview.
H-1B visas: I had a very, very long discussion with Gemini with regard to the H-1B visa debate. I feel very comfortable in my "belief" that the H-1B visa program is out of control. The H-1B visa program does not "favor" American workers. "Favor" is the correct word.
Devon: exits the Eagle Ford. Sells 90,000 acres and 70,000 boepd for $4.2 billion, link to Charles Kennedy.
- per acre:
- $47,000 / acre -- near the high end, but not particularly remarkable;
- $60,000 / flowing bbl is at the high end, particularly if oil accounts for only 55% of the production.
- DVN (Devon stock) has had a return of about 45% for the past 52 weeks.
