Thursday, November 9, 2023

Two Wells Coming Off Confidential List Today -- November 9, 2023

Locator: 46003B.

Calexas or Catexas? I use to fear Californians streaming to Texas. No more. It's just what we need. Especially in "red" counties.

Jobless claims:

  • initial very slightly less than expected: 217,000 vs 218,000 expected
  • revision from last week: up a bit
  • continuing claims: highest levels since last April, 2023
  • pre-market: held, after announcement

Market:

  • Dow: longest winning streak in a long, long time
  • all three indices "green" pre-market; but NASDAQ is right at flat line;
  • Dow moving up before jobless claims announced (early release for some?) 
    • Dow keeps pushing up in pre-market

WTI: investors have moved from "what could be" ($150) to "what it is" ($75). I simply marvel at these P/Es and dividends (in %)

  • DVN: 6.09 / 11.32%
  • CVX: 10.59 / 4.24%
  • ENB: 30.84 / 7.63%
  • EPD: 10.53 / 7.70%
  • COP: 12.52 / 3.42%

Personal health: received my RSV vaccination yesterday. Free and 10% off on any grocery purchase, no matter how big. 

  • side effects: absolutely nothing. I almost forgot to take Tylenol because I had no pain. This morning a very, very, very slight dull pain in upper arm in region of injection.
  • so, this autumn: Covid-19 #5; "seasonal flu"; and, now RSV (a one-time injection)
  • one last vaccine and then I'm all caught up: tetanus

California: talk of new mask mandates; in place in San Francisco hospitals; Los Angeles considering.

Personal investing:

  • will be adding more NVDA today

*********************************
Back to the Bakken

WTI: $75.75.

Friday, November 10, 2023: 108 for the month; 108 for the quarter, 678 for the year
39706, conf, Oasis, MHA Moose 5090 43-7 4B,
39672, conf, Slawson, Barnstormer Federal 2-3-15H,

Thursday, November 9, 2023: 106 for the month; 106 for the quarter, 676 for the year
39707, conf, Oasis, MHA Moose 5090 43-7 5B,
37327, conf, SOGC (Sinclair), Porcupine 4-19H,

RBN Energy: 40,000 subscribers.

Robbin' Hood Update -- November 9, 2023

Locator: 46002INV.


Uranium Update -- Idaho Project Canceled -- Just Announced -- November 9, 2023

Locator: 46001RENEWABLES.

Peter Zeihan: why "non-dispatchable" energy can't satisfy electricity demands.

Nuclear: 24 minutes ago -- canceled:


writing on the wall:
  • link here: NuScale, October 26, 2023.
  • link here: eye-popping costs for NuScale small modular reactor

We don't hear much about uranium stocks on CNBC.


EV Update -- November 9, 2023

Locator: 46000EVS.

News, Lucid:

News, Rivian:

From Barron's today.


From earlier this week:

Link here.

Link here.

Nvidia -- November 9, 2023

Locator: 45999TECH.
Locator: 45999INV. 

Personal investing: will buy NVDA today.

A few weeks ago, the Biden administration announced the US would prohibit Nvidia from selling chips to China. What a huge opportunity for investors.






Abbreviated disclaimer (full disclaimer at the "welcome"): 

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 for my benefit. I don't expect others to read anything I post nor do I expect others to agree on anything I post. I started the blog to help me remember things since I have such a poor memory. 

All my posts are done quickly: there will be content and typographical errors. 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. 

Again, all my posts are done quickly. There will be typographical and content errors in all my posts. If any of my posts are important to you, go to the source. 

*******************************
Grapevine Lake, Texas