Locator: 48417LAWYEREDUP.
Wednesday, April 2, 2025
Oracle, Amazon, TikTok -- The Clock Is Running -- April 2, 2025
Locator: 48416TIKTOK.
Updates
April 3, 2025: the deadline is this weekend.
Original Post
BRK, before we get started with Amazon, Oracle and TikTok, let's talk Warren Buffett, link here:
From x: link here.
Amazon: from my perspective, and my two-cents worth, TikTok would be an incredible opportunity for Amazon. Link here. The SIR.
And then read the NYT article below. There are so many moving parts and so many things to think about on so many levels. This is like Musk buying x -- one never knows where one might land. Incredibly exciting.
Investing: Oracle. Link here.
High Speed Rail In The Northeast -- Fastest Amtrak Train Average 66 MPH Boston To NYC -- By Car: 3:32 -- By Train: 3:35 -- NYT Is Now Drawing Fantasy Maps -- Wednesday, April 2, 2025
Locator: 48415PINOCCHIO.
LOL: Microsoft supports plan for high-speed train -- 250 mph -- to connect Portland (OR) - Seattle (WA) -- Vancouver (BC). Even if it's possible (and it's not), why?
What's more likely in 2050:
- a man on Mars?
- high-speed rail (250 mph) between Seattle, Washingon, and Portland, OR
- the two states can't even agree on an old-fashioned bridge across the Columbia River
High speed rail: link to NYT.
- here's the headline --
- here's the map --
- here's the story --
- Fact: Oregon and Washington State can't even agree to fund a highly needed bridge across the Columbia River. There's no way we're ever going to see a bullet train in the Pacific Northwest.
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Acela: Fastest Amtrak In The US
Acela, fastest Amtrak train in the US, Boston to NYC:
- LOL:
- fact:
- narrative -- 66 mph, average speed, Boston to NYC:
- fact:
Oasis With Five New Permits -- April 2, 2025
Locator: 48414B.
WTI: $69.54. Plunges after President Trump releases tariffs. Can you spell "recession"?
Active rigs: 34.
Five new permits, #41764 - #41768, inclusive:
- Operator: Oasis
- Field: Tioga (Williams)
- Comments:
- Oasis has permits for five Davidson wells, NWSW 33-157-95,
- to be sited 1999 / 2131 FSL and 751 FWL.
Two "recent" permits transferred from Silver Hill Energy to Phoenix Operating:
- 41078, loc, Phoenix Operating, 158-91-32-8-3MBHX, Kittleson Slough, Mountrail County;
- 41079, loc, Phoenix Operating, 158-91-32-8-3MBHX, Kittleson Slough, Mountrail County.
Week 14: April 1, 2025 -- April 7, 2025
Locator: 48413TOPSTORY.
President Trump has been in office for only 75 days (or thereabouts)
IN PROGRESS.
Top story: Trump announces tariffs on countries around the world, and calls it Liberation Day. US equity markets plunge. WTI plunges. WTI drops closes below $62 for the week. Stunning! Almost $10 / bbl lost this week. A reminder: President Trump promised lower oil prices during his campaign.
Background:
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Top Stories
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The First 100 Days
January 20, 2025 - April 30, 2025
Elevnth Week Of President Trump's Presidency
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The Top Stories
Most important story of the week:
- GDPNow estimates 1Q25 GDP to be down 3.7%.
- US equity market in the dumps; NASDAQ now down 10% off its highs.
Top stories of the week:
- Hegseth has survived the "security breach" fiasco; living on "borrowed time."
- National Security Advisor, Michael Waltz: ditto.
- NSA director (four-star general Timothy Haugh) fired; the real guy in charge, his civilian deputy also reassigned.
- US Navy keeps pounding Yemen; non-stop
- using sophisticated bunker busters; designed for Iranian facilities
Top international energy story:
- WTI slumps 5% after tariffs announced; back to $68.
Top national non-energy stories:
- LDCs
Top national energy story:
Focus on fracking: current link here. Generally updated late Sunday night.
Top North Dakota non-energy story:
Top North Dakota energy story:
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