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Storm the Field

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Everything posted by Storm the Field

  1. September retail sales came in much stronger than expected. 0.7% vs 0.3%. Decent chance that Q3 GDP will come in above 4%. Current market consensus is 3.8%. Fed's GDPNow tracker is currently at 5.1%, but will update later today.
  2. 49 outside when I woke up this morning. That's the lowest temp that Houston has seen since mid March. Was 67 inside the house. Looks like today will be pretty much perfect. Tomorrow and Thursday 10 degrees warmer, but still nice. Even Friday, when it's supposed to hit low 90's again, looks to be pretty low humidity and will cool down to 60's after sunset. Rest of weekend is pretty unremarkable. High 80's and overcast. Stays warm with decent rain chances next week. All in all, pretty typical October weather for SETX. A handful of days that remind you of late summer, a handful of perfect Autumn days, and the rest are just average "warmer than you'd prefer but at least it's not in the mid-90's anymore..."
  3. 17 patrol officers and jail staffers charged in wide-ranging investigation. Numerous others still under investigation. https://www.sun-sentinel.com/2023/10/12/multiple-broward-sheriffs-employees-facing-indictments-over-pandemic-relief-fund-misuse/
  4. 3 runs gonna have to do it, it would seem. Need Abreu and Pres to ball out for 6 more outs.
  5. Chandler says Urquidy is at 70 through 5. Only stretched out to 80. May try to squeeze one more inning out of him. Let's score 3+ here and give him the rest of the evening off.
  6. They keeping the PXD office complex in Las Colinas? In other words, are PXD employees that accept a position with XOM staying put or moving to Spring?
  7. XOM acquisition of PXD made official this morning. $59.5B for 850K acres. XOM now has a combined acreage position of more than 1.4M acres between the Midland and Delaware, and daily production of roughly 1.3MBOED.
  8. Twins should keep letting Ober pitch in this series.
  9. Leadoff double that gets moved over to 3rd with 1 out. Gotta put a ball in play.
  10. Weather all over the map this week in Houston. Dreary days in the 70's today and tomorrow. Good chance at some rain late tonight/tomorrow morning. Sun comes out for a warm, muggy day in the mid-80's on Thursday. Summer pops its head out again for maybe 12 hours on Friday, getting up to low 90's before another front rolls in overnight. Seemingly perfect Fall days on tap from Saturday thru next Wednesday. Sunny, around 78/58 and low humidity.
  11. Good news, bad news: GN: After a historic drought, we got a shitload of rain the last 3 days, and it's about to start cooling down and drying out in Houston. BN: Hasn't happened yet. Still mid 70's and muggy. The only fringe benefit of not getting any rain for 90 days was the complete lack of mosquitos. Apparently several trillion were laid during this past rainy stretch and every last one hatched within the past 30 minutes in my backyard.
  12. Hell of a run for natty the past 2 weeks. Opened 2 Fridays ago at $2.63, currently $3.28. 24.5% gain. 16% just this week.
  13. Wait, good news is good news??!?!? Markets initially freaked at the jobs report b/c of course bond traders hated it. Quick U-turn this morning after the initial selloff. Big headline job number, but wage growth was basically back to historic average of 0.2% MOM, which is nothing that SHOULD cause Fed to overreact.
  14. Dad informed us earlier this week that he finished the stand. Brother and I heading out to the lease tomorrow afternoon to set up a new feeder to replace one of the busted ones. Dad is meeting us out there with the new stand at sunup on Sunday. Just gotta unload it and attach the roof. Hot damn, the lease is now gonna have at least 1 fully-functioning stand and feeder combo ready to go in time for the season. And hopefully it will have been feeding for long enough to get some regular diners. itshappening.gif
  15. Almost time. 68 in H Town when I went to the gym this morning, but lots of moisture still in the air and it has warmed up quickly as the morning progresses. Gonna be warm and muggy until the drier air finally arrives late tonight. Heading up to my deer lease up near Rayburn tomorrow to do some work setting up a new stand and feeder. Gonna be in the high 40's when I wake up out there on Sunday morning. That's a temperature I haven't experienced in probably 7 months. Can't wait. Looks like we'll get just maybe 3-4 days of cool weather out of this first front before high 80's and humidity return around the middle of next week. On the bright side, looks like a second, longer-lasting front is expected to roll in next weekend. Lot of really nice days on the forecast for 10/14-20.
  16. No. Still gonna be highs in 70's, lows in 50's Saturday and Sunday. Humidity will be way lower starting tomorrow evening. Just not gonna be very long-lasting, as is pretty common with these early Fall fronts. Texas is catching the western edge of it. Gonna be colder and stick around longer east of the Mississippi.
  17. Cool front arrival, visualized:
  18. Make that $11 now, back down to $82.50.
  19. Typically fall with the switch to winter blend and less demand after summer, but not that drastically or quick.
  20. RBOB gasoline futures have crashed about $0.60 since Labor Day. Pump prices will start trending down over the next 2 weeks. Prices starting with a 2 should be fairly easy to find in Texas by late October.
  21. Final band of storms making it's way out to sea over the next few hours, heralding the coming of the front over the next 24 hours. It's almost here fellas. DFW will get the first lick, as drier, cooler air should start filtering in around midnight tonight. Y'all will wake up to a gorgeous Fall morning tomorrow in the mid-60's. Austin looks to spend most of tomorrow in the mid-80's, but should definitely start feeling a lot more comfortable after lunchtime with dewpoints dropping. Temp finally dips below 70 at roughly midnight Friday and should keep dropping until close to 60 around sunrise on Saturday. Houston naturally has the longest wait. Once these rains finally pass, will be mid-70's to low 80's and muggy until we finally drop below 70 around 4:00 am Saturday and then wake up to a windy Saturday morning in the high 60's as the front finally arrives and starts drying things out.
  22. Been raining pretty steady for about 5 hours in my neck of Houston and looks like it should keep going until about 3:00 this afternoon before finally drying up over the next few days. Nearest rain gauge to my house indicates we've received about 4.5' total in the past -50 hours. That's more rain than we got the entire stretch from mid-July to October 1st. Northern burbs have been getting deluged. Some areas near Conroe and Woodlands got upwards of 6' this morning.
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