Wells Coming Off Confidential List This Next Week -- March 5, 2023

Wednesday, March 15, 2023: 48 for the month; 210 for the quarter, 210 for the year
39150, conf, Petro-Hunt, USA 146-97-29A-32-2H,
39140, conf, CLR, Micahlucas 9-5H,
39128, conf, Crescent Point Energy, CPEUSC Claire Rose 6-31-30-159N-99W-MBH,

Tuesday, March 14, 2023: 45 for the month; 207 for the quarter, 207 for the year
39129, conf, Crescent Point Energy, CPEUSC Claire Rose 5-31-30-159N-99W-MBH,

Monday, March 13, 2023: 44 for the month; 206 for the quarter, 206 for the year
39149, conf, Petro-Hunt, USA 146-97-29B-32-1H,
39139, conf, CLR, Micahlucas 8-5H1,
38653, conf, Oasis, Ramirez 5196 42-32 5B,
35589, conf, Neptune Operating, Heen 153-104-35-26-4H,
35588, conf, Neptune Operating, Heen 153-104-35-26-3H,

Sunday, March 12, 2023: 39 for the month; 201 for the quarter, 201 for the year
39138, conf, CLR, Micahlucas 7-5H,
39130, conf, Crescent Point Energy, CPEUSC Claire Rose 4-31-30-159N-99W-MBH,

Saturday, March 11, 2023: 37 for the month; 199 for the quarter, 199 for the year
39131, conf, Crescent Point Energy, CPEUSC Amelia Grace 4-6-7-158N-99W-MBH,

Friday, March 10, 2023: 36 for the month; 198 for the quarter, 198 for the year
39137, conf, CLR, Micahlucas 6-5H1,
39132, conf, Crescent Point Energy, CPEUSC Claire Rose 3-31-30-159N-99W-MBH,

Thursday, March 9, 2023: 34 for the month; 196 for the quarter, 196 for the year
39142, conf, SOGC (Sinclair), Hovden Federal 4-20H
39136, conf, CLR, Micahlucas 5-5H,

Wednesday, March 8, 2023: 32 for the month; 194 for the quarter, 194 for the year
None.

Tuesday, March 7, 2023: 32 for the month; 194 for the quarter, 194 for the year
38750, conf, Ovintiv, Sorenson Federal 153-96-9-4-6HLW,
36480, conf, WPX, Skunk Creek 12-7-8-8H3A,
36479, conf, WPX, Skunk Creek 12-7-8-9HA,
30861, conf, BR, Cleetwood 11-27TFH-A,

Monday, March 6, 2023: 28 for the month; 190 for the quarter, 190 for the year
39097, conf, CLR, Woodrow 5-32H,
38340, conf, Enerplus, Backhand 149-92-31C-30H,
36481, conf, WPX, Skunk Creek 12-7-8-16H,
11574 (no typo), conf, Empire North Dakota LLC, USA Johnson 1-19,

Sunday, March 5, 2023: 24 for the month; 186 for the quarter, 186 for the year
39098, conf, CLR, Woodrow 6-32H,
38749, conf, Ovintiv, Sorenson Federal 153-96-9-4-5H,
38341, conf, Enerplus, Dropshot 149-92-31C-30,
36483, conf, WPX, Skunk Creek 12-7-8-16HA,
36482, conf, WPX, Skunk Creek 12-7-8-16H3,
23930 (no typo), conf, Hunt, Oakland 2-18-19H,

Saturday, March 4, 2023: 18 for the month; 180 for the quarter, 180 for the year
39099, conf, CLR, Woodrow 7-32H,
38748, conf, Ovintiv, Sorenson Federal 153-96-9-4-5H,
38616, conf, Hunt, Halliday 146-93-25-36H 4,
28847 (no typo), conf, Hunt, Oakland 2-7-6H,

Warren Buffett -- Again -- Fun With Numbers -- March 5, 2023

Warren Buffett is tracked here.

Let's add another story, from Yahoo!Finance today:

 

US Savings -- March 5, 2023

Locator: 40902B.

Link here.

This guy is one of the best contributors on twitter, but he made a huge mistake in this tweet. Can you spot it? 

Okay, maybe it's not that big a deal. Maybe he's not wrong; he just could have said it better, pointing out one additional data point.

Link here.

******************************
Area Under The Curve

By the way, do folks remember this?

The area under the curve: 

What was the area under the curve? Glad you asked. 

The above is the "personal saving rate," somewhat related to "household wealth" which increased by $13.5 trillion for Americans during the pandemic.

Link here.

The "rich get richer."

In fact, "investors get richer."

So, what's the denominator? What is total American household wealth?

Also, from FRED:

Recent stock market losses and losses in the housing market have tempered these gains. I don't have a dog in the housing market fight, but I'm buying a lot of shares on the equity market at significantly depressed prices. 

The Biggest International Story I Completely Missed -- And I Bet You Did, Too -- March 5, 2023

Link here. 

 

See if you can spot the reason for this debacle -- at least one analyst pointed it out.

Covid, Sweden, Excess Deaths, And All That Jazz -- First: Grouping -- March 4, 2023

Start here, see this post, to play this game.

This note is the first of three parts to the denouement.

This (below) is what jumped out at me when I saw the original chart (at the link above). 

The grouping: similar nations with similar percent of "excess deaths," similar outcomes.

So, now, after looking at the groupings, look for the one outlier. There is one outlier and it's not Sweden.

By the way, I got a great note from a reader from Scandinavia.

My reply to the note above:

Thank you.

That is incredibly helpful --- the note about seniors in Sweden getting their vaccinations, and, the difference between the Protestant and Catholic countries.

I think you will enjoy seeing what I think is the outlier and why that country was an outlier. Your note helped immensely. Thank you.

Another reader also suggested Iceland, but Iceland is not the outlier. When the outlier is pointed out, it will jump right out at you. You will not be able to "un-see" it.