Friday, May 16, 2025

Bill Maher — May 16, 2025

Locator: 48641MAHER.

Updates

May 17, 2025: President Trump's telephone call with American-Israeli soldier released from Hamas after 580 days in captivity. The sincerity and humility with which Trump spoke with Edan Alexander was simply ... remarkable. Compare that to the incoherent former president heard in the Biden-Hur interview.

Original Post 

Link here.

Axios release of the Biden-Hur tape: we now know the debate was not a one-off. It's amazing that by now Kamala would have been running the country. As it was, it turns out, according to the very liberal Atlantic, five men were running the country during the Biden administration. Biden himself, according to the very liberal Atlantic, was not running the country, Biden was one among five equals. 

It now makes sense why the Dems see Elon Musk as the co-president. They have seen that movie before. In fact, they wrote, directed, and produced "the Biden show."

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The Book Page

The book I'll be reading this weekend: link here.

When I come to Portland, OR, I hope to visit the bookstores and pick up a few books. This trip was particularly rewarding:

My Favorite Chart Posted The Monthly Update — May 16, 2025

Locator: 48640MMF.

Very slight decrease but even a very slight decrease is huge. Was a lot of money pulled out to pay taxes? Or are folks moving from cash to equities?

Link here.

On another note, on deportees, link here.

With regard to the Bakken, link here.

Energizer Bunny Arrives Back Home — Early Evening — Friday, May 16, 2025

Locator: 48639TRUMP.

His Mideast tour was longer than Jeff Bezos’ Blue Origin’s space flights.

Two New Permits; Four Permits Reinstated -- May 16, 2025

Locator: 48638B.

Peak oil: link to The WSJ. One of these days these guys will be correct. But after eighteen years of blogging about the Bakken revolution I've learned a lot about "peak oil." So, for the archives, I've posted the WSJ link.

Well completions: what we’ve been saying and doing for years in the Bakken. It gets tedious. Link here.

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Back to the Bakken

WTI: $62.49.

Two new permits, #41925 - #41926, inclusive:

  • Operator: Oasis
  • Field: Painted Woods (Williams)
  • Comments:
    • Oasis has permits for two Anderson wells, NENW 18-154-102, 
      • to be sited 296 / 329 FNL and 2244 FWL.

Four permits reinstated:

  • 31181, Lime Rock Resources, Robert Sadowsky 8-2-35H-142-96,
  • 31182, Lime Rock Resources, Robert Sadowsky 9-2-35H-142-96,
  • 36080, Lime Rock Resources, Harlan Rebsom 2-2-11H-143-95L,
  • 39897, Koda Resources, Bock 3407-3BH,

The Disclaimer -- Briefly -- May 16, 2025

Locator: 48637DISCLAIMER.

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Disclaimer
Brief Reminder 

 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.
  • I've now added Oracle to the disclaimer. I am also inappropriately exuberant about all things Oracle.
  • Longer version here.