Anticipation -- May 6, 2024

Locator: 47082INV.

Look at that, tomorow, anticipation: CHRD, OXY, CRC, OMG. 

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The Movie Page

Burn After Reading.

Coen Bros.

And an all-star cast. 

Absolutely amazing this movie is "free" (don't take that out of context) on Amazon Prime. 

After thirty years and a day with the USAF, with my last seven years at HQ Air Intelligence Agency, the movie resonated with me. Immensely.

Chart Of The Day: One Could Have Tripled One's Investment Thrice Since 2009 -- May 6, 2024

Locator: 47081INV.

And that's why the rich keep getting richer. 

 With a P/E of 18, currently pays over 5%.

Reminder: 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 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 US economy and the US market, I am also inappropriately exuberant about all things Apple. 

It's only make believe.

Link here.

The Coen Bros.

Cervical Cancer -- Audacious Goal; Social Security Update -- May 6, 2024

Locator: 47080ARCHIVES.

Stories that I no longer care about but which need to be posted for the archives.

Wiki: HPV. 

WSJ, May 6, 2024: eradication.

Alabama leading the way.

I was the first physician to brief the spouses (all women) of the senior leadership of the Air Intelligence Agency on the HPV that had just been approved by the FDC, 2006. It would be offered free to all military beneficiaries for whom the vaccine was approved and recommended. 

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Social Security Shape 

In better shape than this time last year.

Link here.

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The Book Page

My book for the next two weeks, from the public library: My Name Is Barbra, Barbra Streisand, c. 2023.

The New MRO Wells In Jim Creek

Locator: 47079B.

The well:

• 39983, 5,159, MRO, Rutledge 41-20H, Jim Creek, Dunn County, t2/24; cum 42K 3/24:

Pool	Date	Days	BBLS Oil	Runs	BBLS Water	MCF Prod	MCF Sold	Vent/Flare
BAKKEN	3-2024	27	20424	20417	25436	13561	12605	911
BAKKEN	2-2024	15	21454	21393	39082	13919	13807	74

Other wells on that 7-well pad, all producing and #17999 back on line:

• 39984,
• 39985,
• 17999,
• 39986,
• 39987,
• 39988,

The maps:

 

Monday End-Of-Day -- May 6, 2024

Locator: 47078B.

Updating headlines posted earlier today.

Investing:

• I'm investing as if the CVX - HES deal won't go through.
• I'm investing as if AAPL (Apple) will give back all its recent gains and drop back toward support level. [I posted that early this morning. Later today: BRK will keep selling AAPL through calendar year 2024.]
• Monday night futures: flat.
  

Big investing story today: tech. Huge day for tech!

• Huge! Biggest winner? The bread-and-butter company in the tech sector: Micron.
• Palantir reported today: light guidance; up 3% for the day; holds after hours 

Big earnings story today! WMB.  Link here. Also, here.

• EPS: 59 cents vs 49 cents; a year ago: 56 cents
• an earnings surprise of 20%
• revenues: $2.77 billion, missing the estimate by 5%
• so, they brought in a lot less revenue but yet made more money per share than expected; what happened?
  

Trump headlines: what do these two headlines say to you? Both in the same day:

• facing prison sentence
• will expel 200 million migrants (LOL -- either a typo or a bit of hyperbole)
  

War! Israel moves in on Rafah

• Biden: wait, I'm still finalizing plans to visit Columbia University

Out of touch: former CEO Howard Schultz on Starbucks.

• it's no longer about the "store experience"
• because I had to bring my car in for its annual inspection, I waited at Starbucks next door;
• the restaurant itself was "empty." There were two of us. The drive-through was busy but not as busy as I remember two years ago.
• the restaurant truly was "dead"
• it's become a drive-through kiosk -- you know, the kind where scantily clad women hand you a coffee for maybe a buck or two, not $7.
  

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Back to the Bakken

WTI: $78.48.

Active rigs: 39.

Six new permits, #40718 - #40723, inclusive:

• Operators: Petro-Hunt (4), Oasis, Grayson Mill
• Fields: Charlson (McKenzie); Eightmile (Williams); Siverston (McKenzie)
• Comments:
• Petro-Hunt has permits for four USA wells, SWSW 4-153-95, 
• to be sited between 141 FSL and 237 FSL and between 1097 FWL and 1141 FWL;
• Oasis has a permit for yet another Aune Federal well, lot 3, section 30-153-102; 
• to be sited 2546 FNL and 472 FWL;
• Grayson Mill has a permit for a Costanza well, NENE 26-150-98, 
• to be sited 970 FNL and 982 FEL;

One permit renewed:

• 28351, Formentera Operations, Grays State, SESW 36-164-101; Divide County;

One producing well (a DUC) was reported as completed:

• 39983, 5,159, MRO, Rutledge 41-20H, Dunn County