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Storm the Field

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Everything posted by Storm the Field

  1. Just took a quick look at the RRC website. Only thing within a few miles of Navarro Mills Lake is a bunch of dry holes. Most of the activity in Navarro has been SE of Corsicana, near the reservoirs, and that's mainly old shit, most of which has been plugged. Less than 20 drilling permits issued in Navarro Co. in the past 5 years, and not a single one since June 2022.
  2. Thermometer in my truck registered 94 on the drive home from work both Thursday and Friday. Nice little cool front rolled in overnight, high of only 79 today in Houston. Probably the last Sunday like this for 4-5 months, so enjoy it while it lasts.
  3. Seen a lot speculation that they'll "skip" June and then raise another 25 in September.
  4. Is that a full 3.5 net mineral acres? That's about $23K/NMA if so, which seems pretty hefty (without knowing typical prices). Know any landmen or people that work in mineral buying? Probably worth having someone look into it (typical offers for the area, permitting activity and production levels from nearby wells....etc.) unless of course they have no interest in selling whatsoever. From a cursory search of the area, looks like it's almost all Austin Chalk gas wells. One thing to consider is that (shitty nat gas prices aside), those AC gas units can produce at a pretty solid clip for decades.
  5. Lotta smoke out there that Fed is no longer done hiking this year: Atlanta Fed GDPNow tracker is currently at 2.9% for Q2. Jobless claims have seen no real uptick in the past 2 months despite the banking crisis and continued layoff announcements. Finally, Fed watchers are expecting a significant upgrade to the economic forecast for 2023 in next month's release.
  6. Not every place has crazy markups on wine. For example, Port A Vino. Since they're also a wine shop, they price their wines at just a little over retail price. Like maybe $48 for a bottle that would be $39 at the store...etc. The food is good too. Boar bolognese I had last time was damn near perfect. On another note, anyone been to Triola's on Main? I keep meaning to check it out. Almost every single day, there's a new review from someone in the Heights Foodies group on FB that is basically "Finally felt compelled to try Triola's to see what all the hype was about and OMG it really was the best Italian food I've ever eaten!!!!" It's also BYOB with no corkage fee. Definitely gonna try to get a table for next time wife wants to go out somewhere nice.
  7. No real drama for either Montero or Stanek is a very welcome sight.
  8. FYI, there's a really great Metroid-vania indie called Afterimage that came out a few weeks ago. Very solid game, but it sucks on Switch. Load times after a fast travel can take 15-20 seconds, respawn times after a death can sometimes stretch upwards of 45 seconds. Basically becomes unplayable late in the game when you're dying often. Wasn't even thinking when I downloaded for Switch instead of PS5. Shame, b/c it's a really good game.
  9. After last summer, I never thought I'd say this, but that's more than enough rain. We're good for a while here in Houston.
  10. Say huh? Quite a journey LSU -> Auburn -> TXST
  11. So, I follow the "Houston Heights Foodies" group on FB that's actually quite useful for news about restaurant openings and reviews of new places. However, there are lots of simpletons on there that ask extremely broad, dumb questions. "Looking for a good place to eat inside the Beltway that serves alcohol" Oh, that narrows it down! Or the morons in the comments that didn't read the original post. Somebody will be like "Tried (restaurant) on (street) in (neighborhood). Really loved the fajitas and the margaritas were strong but tasty!" In the comments: "Looks good, what restaurant and where is it located?"
  12. It is pitch black outside my office at 10:20 am. Houston area bout to get worked.
  13. Some fat, chain-smoking Hawaiian:
  14. Not a single sunny day on the 15-day forecast for Houston. Every day from here thru 5/22 is "scattered thunderstorms" with between a 40% and 60% chance of rain.
  15. Exact same thing happened last year. Buddy of mine had a big crawfish boil the first Saturday in May. After weeks of awesome weather in April, it was low 90's and swampy as hell. Everybody was drenched in sweat.
  16. Meh, it's certainly possible, but revisions go both ways. Before this past report, most revisions were to the upside over the last year. Usually a factor of underdoing or overdoing seasonal adjustments. As long as the other metrics stay encouraging (U-3, U-6, prime-age LFPR...), I don't really care all that much about the headline number.
  17. Lollygagged bad during the final week of March and first half of April. Had a 4-day vacation weekend, couple of mid-week baseball games and a bunch of after-work events, and ended up only working out probably 5 or 6 times during that 3 week stretch, along with too much booze and bad dietary habits. Been back on the routine the last 3 weeks and pretty much back to where I was when I made this post. Gonna stick with my current gym routine probably through Memorial Day, but my big project this summer is going to be doing a lot more core exercises and really focusing on trimming down the gut/waist. I'm very happy with where my arms/shoulders/chest are these days, but I've got a lot of work to do below the sternum.
  18. It's likely that tomorrow, at the hottest part of the day, I'm going to go jump in my pool, and come up with teeth chattering and immediately get out. Water temp is still a few degrees below "comfortable."
  19. Beat Trey to starting the thread again! Anyways, we're getting a sneak peak of summer this weekend, with sustained temps in the low 90's today and tomorrow, though it shouldn't stick around long. Supposed to be an extended period of clouds and rain chances starting next week to limit temps to 85 or less through 5/20. After 3 years of an extended La Nina, we'll see if we actually get a milder, wetter summer this year with the El Nino that is being widely predicted. Fingers crossed.
  20. 13th!!! straight "stronger than expected" jobs report. 253K vs. 180K estimated U-3 "headline" unemployment 3.4% (50-year low) U-6 "real" unemployment: 6.6% (30-year low). Black U-3: 4.7% (all-time low) Prime-Age (25-54) participation rate: 83.3% (15-year high). About the only metric that hasn't fully recovered or hit new records is the overall participation rate (currently 62.6% vs. 63.3% in February 2020). Boomers that quit working during COVID ain't coming back.
  21. Pump prices are far more correlated with RBOB gasoline futures than with Crude. RBOB has fallen from $2.81 in mid-April to $2.33 today. Pump prices tend to SLOWLY head in the same direction as RBOB. Should bleed off a couple pennies each day over the next week or so. Always worth a quick search on gasbuddy to find the cheapest station in your zip code. https://www.gasbuddy.com/home
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