Locator: 46867BUDLITE.
Saturday, March 30, 2024
Legacy Fund Deposits -- March, 2024
Locator: 46866LEGACYFUND.
Legacy Fund
Legacy Fund data here.
North Dakota budget: probably easiest to read is at Ballotpedia.
North Dakota state office of management and budget.
Friday, March 29, 2024
Week 13: March 25, 2024 -- March 31, 2024
Locator: 46865TOPSTORIES.
Top story:
- Trump goes back to court; gets relief on bond; dollar amount reduced significantly;
- US economy still doing incredibly well. Hard to believe how good it's doing;
- US equity markets hitting new highs.
Top international non-energy story:
- Red Sea remains closed; attacks on US Navy surge; seems unable to effectively counter -- unchanged
- US DOD may establish new command with Tokyo address.
Top international energy story:
- Poland talks war with Russia; no one seems to notice.
Top national non-energy story:
- Fisker on verge of bankruptcy; delisted by NYSE.
Top national energy story:
- WTI trends toward $83; new floor seems to be $82 -- at least for now.
Focus on fracking: link here.
Top North Dakota non-energy story:
Top North Dakota energy story:
Electricity Bill -- For The Archives -- March 29, 2024
Locator: 46864ARCHIVES.
Electricity bill: this is our sole energy cost (other than gasoline for the cars) for our carbon dioxide emission footprint -- we have only electricity, no natural gas or anything else. Our electricity is almost 100% wind, solar according to the utility.
Our stated rate: 466 kWh @ $0.155499/kWh. The additional charge, 2.0% sales tax and a strange tax I don't understand, $1.84 and $1.80, respectively.
$2.35 / day -- less than the cost of a visit to a local Starbucks, something I haven't done in months, probably coming up on seven months now?
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The Book Club
Originally Posted: July 31, 2023
Re-posted: March 29, 2024
Originally Posted: July 31, 2023
Re-posted: March 29, 2024
The Premonition: A Pandemic Story: Michael Lewis, c. 2021.
I might make it a requirement: to access the blog one must have this book in your personal library.
I
could require a password to access the blog and the password would be
the "nth" word on the "nth" page of the book and the password would
change weekly.
The book is that good.
I've
read the first chapter and the first half of the second chapter. I have
no idea where Michael Lewis is going with this but it is absolutely
fascinating.
But no, I won't require a password to access the blog. LOL.
I don't read books like these, as a rule, and to the best of knowledge, I've never read any of the twelve books or so that Michale Lewis has already written, including Moneyball.
Peter Zeihan -- March 29, 2024
Locator: 46863ARCHIVES.
Peter Zeihan seldom disappoints but today I wonder if Peter didn't miss the big story here.
The $7 trillion gift.
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Top Colleges
Wow, I was truly, truly disappointed by the comments.
I'll have the opportunity to talk about this later.
Most interesting for me: the absolute huge number of top universities, public and private in this country. Truly amazing what this country has to offer.
The gap between those "who know" and those "who don't" will continue to widen -- again, see the social comments.
But look at California, these are top under-graduate public schools for tech:
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The Movie Page
"Top 10 Uses of Narration of All Time | A CineFix Movie List."
If you want to see a list of great movies you still haven't watched, start here.
Sunset Boulevard ranked #2 on this list.
#1?
Blue. Derek Jarman. 1993. A gay man struggling with AIDS.
1989 or thereabouts I hosted a European military medical conference, bringing together the leadership of all the military facilities in Europe at the time. A huge success. Probably the best to date at that time, and I doubt, ever equaled. It was good, as I pat myself on the back. The keynote speaker: the military lead researcher on AIDS. It's hard to believe but the military provided some of the best early AIDS research. Another story never told.
Not on the list unless I missed it: Sunset Boulevard. But, Chinatown, #1.
The reviewers had to limit the Coen Brothers to one slot, otherwise the Coen Bros would have had all ten top screenplays. Wow.
The ten best screenplays of all time: link here. When I see this list and watch the clips, I am reminded how really incredible Johnny Carson -- a midwesterner -- was when interviewing Hollywood A-listers.
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Waiting for the Numbers
Tesla, link here.
As of Thursday, the last trading day of the quarter, analysts were expecting around 457,000 deliveries for the period. That would mark an increase of 8% from 422,875 a year earlier.
Estimates for the quarter ranged from 414,000 to 511,000 deliveries. Analysts who updated their numbers in March were the most bearish, with their estimates ranging from 414,000 to 469,000.
Independent autos industry researcher “Troy Teslike” expects the company’s deliveries to come in below even the lowest estimate captured by FactSet.
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The Geography Page
I wonder if the best "thing" I've learned from blogging: geography from Manhattan to Boston?
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The Book Page
I've misplaced my hardback copy of the annotated Wuthering Heights. I may need to order a new copy. Only $35.
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Curious George
I had not been down to the Bat Cave in quite some time due to cool weather. Tonight I decided to see what Curious George was up to. Holy mackerel!
He even has a new sign up, "Sunset Blvd," and he's wearing a fedora, has a new bottle of whiskey and new cigars. And snacks. He says he needs a Keurig coffee maker. LOL. But, seriously, that’s not a bad idea.
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