Thursday, February 27, 2025

Chord Energy -- February 27, 2025

Locator: 48436CHORD.

See disclaimer. This is not an investment site.

There are only a handful of companies operating in the Bakken in which I would invest. Chord Energy is one of them. I recently pivoted out of energy into tech (over the past three years) and I do not know if I still own any Chord Energy shares.

Prior to the dividend hike, CHRD is paying 7.21%.

From today:

My Favorite Chart Updated — February 27, 2025

Locator: 48435MMF.

Link here.


Elsewhere, holy mackerel, link here:

Washington, DC; February 27, 2025—Total money market fund assets increased by $60.54 billion to $6.97 trillion for the week ended Wednesday, February 26, the Investment Company Institute reported today. Among taxable money market funds, government funds2 increased by $52.97 billion and prime funds increased by $5.84 billion. Tax-exempt money market funds increased by $1.72 billion.

Also, link here.

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Outbreak: Congo

Being reported by the WHO over the last couple of days, and I can't make this up:

The WHO said in a statement Thursday that, along with Congo health officials, it was "carrying out further investigations to determine the cause of another cluster of illness and community deaths" in the Equateur province, marking the third time this year disease surveillance teams have identified an increase in illness and deaths in the region. 

"The most recent cluster occurred in the Basankusu health zone, where last week 141 additional people fell ill, with no deaths reported," the United Nations' global health agency said. "In the same health zone, 158 cases and 58 deaths were reported in the same health zone (sic) earlier in February. In January, Bolamba health zone reported 12 people who fell ill including 8 deaths." 

The WHO's Africa office said earlier this week that the first outbreak was among several children who ate a bat and then died within 48 hours after experiencing hemorrhagic fever symptoms, similar to those caused by the Ebola or Marburg viruses.["Several": the exact number was unspecified.]

Population of Congo

Apparently it is time for USAID to send a $100 million video to Congo on angers of eating bats.

And perhaps while we're at it, a $100 million video to a certain community in Texas on the importance of measles vaccination.

I'm getting so tired of this crap.

Reading the AP story on General Brown's replacement is just as shameful.

By the way, quick! Tell me General Brown's birth date. Not just the year he was born, but the month and day (and the year).

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The Woman I Most Admire This Evening

Link to The New York Times.

Ms Rachel Powell, Venango County, Pennsylvania.

Amazon Unveils Revamped Alexa -- February 27, 2025

Locator: 48434AMAZON. 

Alexa:

Link here.

If the story is accurate -- it's a bit confusing -- this is a $20/month benefit for Amazon Prime subscribers. Again.

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California Bullet Train

Victor Davis Hanson, in his podcast that streamed on YouTube February 27, 2025, said that the California Bullet Train would eventually cost $300 billion, and has spent $20 billion today. Referenced the Tulare Lake (one of many links here) fiasco. "If you could build the Bullet Train" it would still not make enough money through ticket sales to maintain operations. The host questioned the veracity of that figure of $300 billion and VDH confirmed that was the number he was hearing: $300 billion.

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Pacific Palisades Fire

Things must not be going well. The Los Angeles mayor has just fired the lesbian fire chief. Having said that, I knew her days were numbered from the beginning.

Epstein List, Phase 1, Released Today — Underwhelming -- Delay Was Said To Be Related To Ensure Names Of 250+ Victims Were Redacted, Protected -- February 27, 2025

Locator: 48433EPSTEIN. 

Epstein list, phase 1: was released today. Over-promised, under-delivered.

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Soros-Funded Networks

I'm not a conspiracy theorist but .... 

.... link here

Along that same line? Bluesky will fade away. 

I've never seen such a lame knock-off as Bluesky.

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Trump Administration

From the diary:

February 27, 2025: holds first full cabinet meeting with all cabinet members, yesterday, February 26, 2025. Absolutely steady, rock-solid. 

Through yesterday, the first five weeks of his administration, Trump concentrated on a) his cabinet; and on b) general policy executive orders. Now it appears Trump has moved into the second leg of his first 100 days. He is a) concentrating on holding his cabinet members accountable; almost holding first full Cabinet meeting as his "Apprentice" reality show, playing Cabinet members off each other; and, b) concentrating on ending bloodshed in Ukraine and in Gaza. And there are actually folks against Trump on this issue.

The photo optic: SecState - POTUS - SecDefense aligned at the base with VP JD Vance at the apex of that power triangle at the Cabinet table. But the real guest: Elon Musk. One wonders how that makes cabinet members feel? Doesn't matter? That's who their boss likes and one better get on board if one still has any doubts. Trump is not looking for action / decisions / governing through committee and focus groups. He wants to see individual leadership. Kristi Noem seems to understand.

Trump is a whirling dervish at 78 rpm whereas Barack Obama spun at 33 rpm. Biden? A broken record. 

Nvidia -- NVDA -- February 27, 2025

Locator: 48432NVDA. 

See disclaimer.

This is not an investment site.

Drops 8%. Drops out of the $3-trillion club.

Whether one is an investor or a trader: margins matter.

Most amazing graph ever. Okay, two most amazing graphs ever.

LDC growth, link here:

The size of these arms, link here:

NVDA revenue:

The key to trading: FOMO, YOLO, SA.

The key to investing (perhaps in reverse order):

  • margins, margins, margins, margins, margins.
  • revenue, revenue, revenue, revenue.
  • EPS, EPS, EPS.
  • guidance, guidance,
  • SA. 

The importance of diversification:

  • Tesla: is so over.
  • SpaceX: is so hot.

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Apple

Link here.