Sunday, August 10, 2025

A Musical Interlude -- August 10, 2025

Locator: 48824MUSIC.

Link here.

A lotta great clips and a lotta great names. There's a reason New York is New York!


Great memories, link here.

As I grow older, I seem to need less, and less, as the walls begin to close in. A one-bedroom apartment is enough -- slightly smaller than the one-bedroom-one-den apartment we have now, but I don't think I could ever give up the bat cave. I need a bat cave for my top-shelf books; for my few (and getting fewer) pieces of memorabilia; and, finally, for my sanity. Having said that, our kitchen is perhaps the best kitchen we've ever had.

Victor Davis Hanson: I haven't watched the entire video yet, but if the full video is as good as the first five minutes, it's a must-watch. It's hard to believe that AOC is likely to be the next junior senator from the state of New York, defeating Chuck Schumer. And her name is already being floated as the Democratic presidential nominee in 2028, and if JD Vance comes across as a ... [fill in the blank here] ... she could possibly win. Pendulums swinging to far in any one direction ....

One last song. Link here.


It took me a long time to figure out what other song this song reminded me of ... but I finally remembered -- and confirmed my thoughts with ChatGPT!  Some hints: the song that this song reminds me of:
  • is a theme song from a major animated film;
  • is from a movie described as an adventure comedy film; and,
  • is from 1995.

Initial Production For Wells Coming Off Confidential List This Next Week -- August 10, 1025

Locator: 48823WELLS.

The wells:

  • 41211, conf, Slawson, Daredevil Federal 1-2-14H, Bully, npd,
  • 40855, conf, Oasis, Van Berkom 5793 13-11 2B, Sorkness,
DateOil RunsMCF Sold
6-20251885420935
5-20252000619885
4-20251503712529
3-202597335755
2-202549913410
  • 40683, conf, Hess, BL-Banchard-155-96-2215H-2, Beaver Lodge,
DateOil RunsMCF Sold
6-2025670136872
5-20251417654240
4-20252849469026
3-20253022565733
2-2025659618433
  • 37543, conf, Hess, AN-Lone Tree-152-95-1207H-9, Antelope,
DateOil RunsMCF Sold
6-20252721868819
5-20253454984979
4-20254344183429
3-20255452893380
2-20251562630441
  • 37545, conf, Hess, AN-Lone Tree-152-95-1207H-7, Antelope,
DateOil RunsMCF Sold
6-20252317364607
5-20252562257143
4-20252874049953
3-20255082181665
2-20251666637157
  • 35236, conf, CLR, Michael State Federal 6-16H1, Grinnell, npd,
  • 40786, conf, Oasis, Nordby 5793 13-12 4B, Sorkness,
DateOil RunsMCF Sold
6-20252329919882
5-20252946126246
4-20254005530960
3-20254159623352
2-2025145969645
  • 39522, conf, Br, Rader Dodge 3E MBH-ULW, Camel Butte, npd,
  • 40754, conf, Oasis, Van Berkom 5793 13-11 3B, Sorkness,
DateOil RunsMCF Sold
6-20252714424201
5-20252641722978
4-20253365527409
3-20254166424629
2-2025100006594
  • 35233, conf, CLR, Michael State Federal 5-16H, Grinnell, npd,
  • 39521, conf, BR, State Dodge 3D TFH, Dimmick Lake, npd,
  • 40449, conf, Empire North Dakota LLC, Eagle 29 1, Starbuck,
DateOil RunsMCF Sold
6-202526580
5-202518790
  • 41272, conf, CLR, HM Hove 8-9H, West Capa, npd,
  • 41465, conf, Krakken, Boxcar 4-9-16 5H, Boxcar Butte, npd,
  • 41271, conf, CLR, HM Hove 7-9H, West Capa, npd,
  • 39520, conf, BR, State Dodge 3C MBH, Dimmick Lake, npd,
  • 41464, conf, Kraken, Boxcar 4-9-16 4H, Boxcar Butte, npd,
  • 41270, conf, CLR, HM Hove 6-9H, West Capa, npd,

Wells Coming Off Confidential List This Next Week -- August 10, 2025

Locator: 48822WELLS.

The wells:

Wednesday, August 20, 2025: 37 for the month, 85 for the quarter, 515 for the year, 
41211, conf, Slawson, Daredevil Federal 1-2-14H,
40855, conf, Oasis, Van Berkom 5793 13-11 2B,
40683, conf, Hess, BL-Banchard-155-96-2215H-2,
37543, conf, Hess, AN-Lone Tree-152-95-1207H-9,

Tuesday, August 19, 2025: 33 for the month, 81 for the quarter, 511 for the year,
37545, conf, Hess, AN-Lone Tree-152-95-1207H-7,
35236, conf, CLR, Michael State Federal 6-16H1,

Monday, August 18, 2025: 31 for the month, 79 for the quarter, 509 for the year, 
40786, conf, Oasis, Nordby 5793 13-12 4B,
39522, conf, Br, Rader Dodge 3E MBH-ULW,

Sunday, August 17, 2025: 29 for the month, 77 for the quarter, 507 for the year,
40754, conf, Oasis, Van Berkom 5793 13-11 3B,

Saturday, August 16, 2025: 28 for the month, 76 for the quarter, 506 for the year, 
35233, conf, CLR, Michael State Federal 5-16H,

Friday, August 15, 2025: 27 for the month, 75 for the quarter, 505 for the year,
None.

Thursday, August 14, 2025: 27 for the month, 75 for the quarter, 505 for the year, 
39521, conf, BR, State Dodge 3D TFH,

Wednesday, August 13, 2025: 26 for the month, 74 for the quarter, 504 for the year,
40449, conf, Empire North Dakota LLC, Eagle 29 1,

Tuesday, August 12, 2025: 25 for the month, 73 for the quarter, 503 for the year, 
41272, conf, CLR, HM Hove 8-9H,

Monday, August 11, 2025: 24 for the month, 72 for the quarter, 502 for the year,
41465, conf, Krakken, Boxcar 4-9-16 5H,
41271, conf, CLR, HM Hove 7-9H,

Sunday, August 10, 2025: 22 for the month, 70 for the quarter, 500 for the year, 
39520, conf, BR, State Dodge 3C MBH,

Saturday, August 9, 2025: 21 for the month, 69 for the quarter, 499 for the year,
41464, conf, Kraken, Boxcar 4-9-16 4H,
41270, conf, CLR, HM Hove 6-9H,

Saturday, August 9, 2025

The Sixth Industrial Revolution -- August 9, 2025

Locator: 48821BOOM.

We've never seen anything like this before. 

From Beth this weekend:


What this means:

With regard to the number of billionaires being created right now, in the AI world, some/many/most readers would find chapter two of Malcolm Gladwells' 2011 Outliers: The Story of Success quite fascinating.

Outliers: The Story of Success, Malcolm Gladwell, c. 2011.

I have never found Gladwell's book particularly compelling. He does present a number of interesting observations but they seem to be exceptions rather than truisms that would be helpful to college students looking to be the next billionaire. But it is what it is. I wouldn't keep Malcolm Gladwell's book in my library but I'm glad I've read it. 

However, having said that, a century from now there will be many books written on the outliers of the early 21st century, specifically, the roaring 20's --if geopolitics doesn't screw it up -- will last well into the thrilling 30s. 

ChatGPT prompt: how many billionaires, do you think, have been "created" in Silicon Valley, California, since 2012?

See ChatGPT's reply at this blog. 

The numbers are bind-boggling, and most of us have become numb to them. In the old days, we would have been talking about the number of new millionaires, but this is billionaires, and not millionaires, but centimillionaires.

Ten Companies With Strongest 2Q25 Earnings -- So Far -- August 9, 2025

Locator: 48820BOOM.

One wonders when Charlie Munger quit reading. I wonder if Charlie Munger ever visited Stanford. 

The list is not likely to change much; the earnings reporting season is almost over.

Link here. This list is absolutely fascinating. Palantir is particularly interesting. See backstory.


Except perhaps for MSFT I can't imagine BRK touching any of these. 

SoFi, Robinhood, and Schwab: all Stanford start-ups.

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