Not Interested In Blogging Tonight -- Maybe Tomorrow -- November 9, 2020

I am absolutely not interested in blogging tonight.

I turned off "the football game" and am back to watching Todd Snider's celebration of a life, Jerry Jeff Walker.  I think it lasts a couple of hours.

If you came here looking for the Bakken, scroll down or check out the sidebar at the right. 

Random comments.

"The football game" tonight. I used to live for Monday Night Football. Tonight: a "2-5" team (two wins and five losses ) is playing a "0-8" team (no typo: zero wins, eight losses). Seriously? A "2-5" team playing a "0-8" team — MNF?

Market: the Dow was up a thousand points today -- rounding, of course. I haven't looked at the market in weeks (months?) and I haven't followed any news for similar length of time. I would not have known about the massive move had a reader not sent me a note. Wow. I don't have a dog in that fight any more: I don't follow the market and I'm not watching the news. The reader said it was due to good news, Pfizer and "the vaccine." In fact, I listened to that report while driving from Tucson, AZ, to Dallas, TX, yesterday. Excuse me but that was the most bland report I've ever heard. Much could be said, but it wasn't the "vaccine" news (actually non-news) that drove the market. I don't have a dog in this fight any more, but there's more to this than the Pfizer report. If my hunch is correct, we will see another 2,000 points on the upside in the Dow over the next couple of months.  

Wow, I'm glad I remain fully invested. I added to my positions last week when I had new cash to invest.

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. 

Personal timeline:

• Thursday night, last: departed Dallas, TX, area at 7:30 p.m. (1930 hours) and drove to Tucson overnight to attend a wedding. I arrived at the Tucson International Airport at 2:00 p.m. Friday, local time. I gained an hour on the trip west. Google maps says it's 953 miles from DFW to TUS. And that's almost exactly what my odometer show. 953 miles Thursday night/Friday morning.
  

• Friday night: I had one beer. No liquor. Mostly had a great time talking to the new in-laws. One of my nieces (father: Mexico; mother, my sister -- European) marrying into a Mexican family. What incredible stories. The bridegroom was one of four siblings. All four are either naturalized or in the process of becoming naturalized citizens. Quick: who was the US president during WWI? That was one of the questions the bridegroom was asked during his oral naturalization test earlier in the week. He knew the answer. 

• Saturday, the wedding. More on that later, perhaps. Nothing to drink except a thimbleful of Maker's Mark.
  

• Sunday: departed Tucson at 2:00 p.m. (1400 hours), losing an hour on the way back to Dallas. Drove straight through. Google says the trip would take 13 hours 42 minutes. I did it in almost exactly seventeen hours. Catnaps along the way, between 1:00 a.m. and 4:00 a.m. but that was about it. McDonald's drive-through at 11:00 p.m. First time I've had a McDonald's hamburger, French Fries (and coffee) since the national lockdown back in March. 

• Monday, today: arrived back at 7:00 a.m. Later, at 9:30 a.m., at Enterprise; dropped off the car. Wow, they were busy. Their shuttle driver wouldn't be able to take me back to my apartment for about an hour, they were that busy. We live about three miles from the Enterprise lot. I walked back home. Beautiful walk. It was a brisk walk; ran some of the way. 

So, another 953 miles for the return trip just a couple days later.   

Today, after those two 953-mile drives on little sleep, I had Sophia from noon to 7:00 p.m. for school and after-school activities. 

And that's why I'm too tired to blog. 

See you tomorrow. Maybe I'll be in better blogging mood. 

Good luck to all.  

Enerplus With Permits For Six Wells On Its New "Hearty Breakfast" Pad -- November 9, 2020

Active rigs:

$39.68	11/9/2020	11/09/2019	11/09/2018	11/09/2017	11/09/2016
Active Rigs	15	55	66	52	37

Six new permits, #37961 - #37966, inclusive:

• Operator: Enerplus
• Field: Antelope (McKenzie)
• Comments:
• Enerplus has permits for six wells on its "Hearty Breakfast" pad. The Waffle, Sausage, Pancake, Omelet, Ham, and Bacon wells will be sited in SWSW 9-151-94; Antelope oil field;
• the wells will be 1103' FSL and between 559' and 384' FWL
• I only checked three, but all three of those wells are running south, sections 16/21; I assume they are all in the same drilling unit; in addition, the schematic appears to show all six wells running south, same drilling unit;
• two active wells in that drilling unit:
• 31944, 972, Enerplus, Water 151-94-16DH-TF, Antelope, t2/17; cum 222K 7/20; remains off line 9/20;
  
• 31945, 392, Enerplus, Fire 151-94-16DH, Antelpe, t2/17; cum 263K 9/20;
  

Two producing wells (DUCs) reported as completed:

• 36201, SI/A, CLR, Polk Federal 4-33HSL1, Banks, no production data,
• 36203, SI/A, CLR, Polk Federal 6-33H1, Banks, no production data,

Overwhelmed -- November 9, 2020

Updates

November 10, 2002: see first comment. Helps explain NG draw.

Original Post 

Wow, I can't "leave the blog" for three days without becoming hopelessly overwhelmed. It will take me all week to catch up with posting and another week to catch up with all the non-Bakken news that fascinates me. 

"Focus on Fracking" is linked at the sidebar at the right; it has been moved near the top of the sidebar so that folks find it more easily. 

Look at the lede this week:

EIA reports largest October natural gas storage draw on record; October's gas inventory build is smallest on record. 

I completely missed that and the individual that posts "Focus on Fracking" assumes almost everyone missed that little gem. 

I was going to post the anyway, but it coincidentally dovetails with the blog by RBN Energy that was posted today. This is huge. Of course, President-elect Biden has promised to end fracking, federal fossil fuel leasing, etc., so this won't last. By this time next year, we will all be using electricity generated by windmills and drivings Teslas. 

See this link. The one week I fail to post the graphic/data, is the one week that the graphic/data is most striking.

Apparently Medicare Never Got The Memo: "Seasonal Flu" Has Been Eliminated According To The WHO -- Vaccinations No Longer Needed -- November 9, 2020

At best, the "season flu" shot was only effective 45% of the time anyway.

PSA: Thrift Savings Plan, Lost In Translation -- Novmeber 9, 2020

When it comes to "things" like the federal (or military) Thrift Savings Program, I follow such programs very, very carefully.

Apparently within the last month or so, the folks that manage the federal/military TSP changed log-in procedures. 

I completely missed the memo, assuming they sent out a special memo regarding new log-in procedures. If new procedures were simply mentioned in the monthly newsletter or the monthly statement I missed it.

Bottom line: one cannot log into the TSP the way we've been doing it for decades. To log into the TSP one must generate one's one USER ID. The password can remain the same, but the USER ID has to be updated. 

PSA: for TSP users who have not created their own unique USER ID in the past few months, when you log in, do not enter your "old" userid. It won't work. And I assume a lot of folks have been locked out.

One needs to skip the normal log in process and go immediately -- do not walk, but run; do not collect $200, go directly past "GO," and establish a new unique USER ID. 

I would have completely missed this had I not received the following (screenshot pending) in my e-mail. But as soon as I saw this, I immediately went to my TSP and figured out what all the commotion was about.

Fascinating.

By the way, I am unaware of any "mainstream" investment that has done better than the TSP. It is quite remarkable how well it has done.