From CNBC Yesterday -- June 18, 2024

 Locator: 47837RETAIL.

Tag: Costco, COST, TJX, Target, TGT. 

Walmart's market cap: $543 billion. 

I never would have guessed.

A Bittersweet Evening — Willie Mays, 93 — June 18, 2024

 Locator: 47836MUSIC.

On the iPad, so can’t do much, efficiently.

So, will simply note the songs and other stuff:

Linda Ronstadt, Just One Look.

Bob Dylan, Things Have Changed.

Fisker files for bankruptcy. Just talked about it less than a month ago, is Polestar next?

Taco Bell.

Best movie of all time.

ISO-NE: Level 1 Power Emergency -- June 18, 2024

Locator: 47835NE.

Unlike Texas, which has a demand problem, NE has a supply problem when it comes to residential (and probably, commercial) energy.

I followed "ISO-NewEngland" religiously for years and then quit out of boredom, once I understood "it."

Dan, apparently, kept in touch (with ISO-NewEnland). From twitter today: 

Anticipation -- Getting Ready For Tomorrow -- Juneteenth, 2024

Locator: 47834B.

No one seems to mention that Juneteenth was a "Texas thing" first. 

Some nice background reading: link here.

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Movie Night Tonight

Hellboy.

Reading Dr Fauci’s essay in the summer issue of The Atlantic is much like watching the movie.

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The Book Page

While reading Goodby To All That, Robert Graves, c. 1929, 1957, 2018, I came across a new phrase. Curious, I looked into the issue of British succession to the throne:

 Also: the Primus stove. So British but Swedish heritage.

Tuesday -- Final Comments -- June 18, 2024

Locator: 47833B.

Statesman: this is currently the "top story" over at Drudge right now.

I'll discuss it later. It's a very interesting story.

TSM: could "Taiwan's power shortage" story be a huge opportunity for the US? 

Another record: S&P notches 31st record close this year.

AAPL: to the moon! JPM raises target. To $245, up from $225. Maintains overweight rating.

NFLX: to infinity and beyond. Up almost $10 today; up almost 60% in the past year (the original post):

• vs the GOAT:

US tech: another story that's very interesting is this one -- Atlanta, Georgia, as a US "tech" center.

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Back to the Bakken

WTI: $81.57.

Active rigs: 39.

Five new permits, #40842 - #40846, inclusive:

• Operators: CLR (4); Grayson Mill (3; XTO
• Fields: Little Knife (Dunn County); Haystack butte (Dunn); Hofflund (Williams)
• Comments:
• CLR has permits for four Taney wells, NENW 26-145-97, 
• to be sited 525 FNL and between 1995 FWL and 2283 FWL;
• Grayson Mill has permits for three Bice wells, lot 3, section 18-148-97, 
• to be sited 325 FWL with locations, 2110 FSL; 2080 FSL; and, 2050 FSL: and,
• XTO has a permit for an HBU Marmon Federal well, SESW 13-154-95, 
• to be sited 697 FSL and 2002 FWL;

I'm not sure I've seen this before: Grayson Mill has seventeen permits approved for confidential status. 

• names: Moberg, Knight, Beaux, and Hovland.

I'm not sure I've see this before: thirteen permits canceled by one operator, XTO: 

• HBU Marmon Federal permits in Williams County. but they do have a new Marmon Federal permit (seen above) suggesting they're "revising" their locations and/or the bottom hole locations.