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Lagunamadre

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Everything posted by Lagunamadre

  1. Lagunamadre
    Minerals have gotten very expensive. Hard to buy with how backwardated the curve is right now. Still in the 50's a couple years out.
  2. Lagunamadre
    Thank God! Just in the nick of time, was about to default on my F350 and jetski 30 yr. notes.
  3. Lagunamadre
    What's most aggravating is many of these Republican lawmaker's daughters would have an abortion spa trip to Arizona if they got knocked up at a high school party. Meanwhile, the poorest and most destitute will be crushed by this.
  4. Lagunamadre
    Glad they will not have American soldiers to shoot at. They can use their new weapons to fight ISIS this time.
  5. Lagunamadre
    It is my understanding that the Taliban was going to stop playing nice with us after the 31'st. It's easy to have a knee jerk Team America World Police reaction to that, and say fuck them let's kick their ass. Problem with that is in order to adequately fight the Taliban, who is now in full control of the country, we would have to have a massive troop surge into the country, which would obviously have the opposite effect of our intended withdrawal. So we were left with getting out prior to our agreed upon deadline, or get ready to fight, the latter of which we've been doing for 20 years to no avail. If our goal was to get out, then we needed to do it prior to the deadline or face more dead American soldiers and a tit for tat continuation of a war that the vast majority of American's want no part of anymore.
  6. Lagunamadre
    I think there is a large chunk of those 250 that chose not to leave for whatever reason, duel-citizenship Afghans, Christian missionaries, Americans sympathetic to the Taliban, ambitious journalists, etc. Then I'm sure there is a large chunk that were not in Kabul, who could not make it to Kabul because of Taliban check points. I would think it is a very small number of Americans who were in Kabul who were not able to get into the airport considering the 10's of thousands that were able to make it through. Obviously, I feel terrible for any American who is stuck there who wanted to get out, but at the same time, they had many months of warning that this was coming, at some point some level of personal responsibility has to be borne by each of them. It's not like they were on vacation at Disney World and they woke up under Taliban control.
  7. Lagunamadre
    It wasn't pretty, and I'm sure the post-mortem will shed some light on things we could have done different with the luxury of hindsight, but for now I will take solace in knowing we are finally out of the quicksand that is Afghanistan. For the first time in 20 years, there are no American service men or women on Afghan soil, and in my book, that is a really good thing.
  8. Lagunamadre
    What's sad is it will work more times than not.
  9. Lagunamadre
    And every piece of art hanging in their house is some variation of rhinestones spelling out "Live, Laugh, Love".
  10. Lagunamadre
  11. Lagunamadre
    Certainly guilty, but obviously not to the degree of Capone. Capone was going 150 MPH in a school zone, Trump org was going 35 in a 30. Both guilty, but don't expect the same punishment.
  12. Lagunamadre
    This seems pretty meh. Obviously they were doing some untoward stuff here, but can't see this resulting in anything other than a $1M fine. Too much hoopla.
  13. Lagunamadre
    Parscales grifted a ton of cash, bought himself a Ferrari. Then he got arrested for beating his girlfriend.
  14. Lagunamadre
    I was half joking about the Enron deal, just jumped out to me that they had the same policy. Having worked at a big upstream company in the past, I can attest that half the people at those places are dead weight. Come in at 7, leave at 3:45, push paper around. Just enough to blend in and not get fired.
  15. Lagunamadre
    The old Enron model. What could go wrong?
  16. Lagunamadre
    Not sure if this is still supposed to be an oil and gas thread or not, but if so, KKR rolling up all their shit into Contango, with Dallas billionaire John Goff pulling the strings. Pretty crazy run for the KKR portcos. Talked to a buddy at Spur this morning, they are not part of the deal. https://www.reuters.com/business/energy/kkrs-independence-contango-merge-2021-06-08/
  17. Lagunamadre
    I don't want to sound like a precog in Minority Report, but there is about to be many cases of sexual assault against children on a 40 acre farm outside of Waco. Go ahead and arrest the leaders.
  18. Lagunamadre
  19. Lagunamadre
    A Bayfest LULAC turkey leg dispute is peak Corpus. I lived down there post college 2005-2010 and worked in O&G, so I got to experience peak Manti, good times. Apparently it was frowned upon by Encap/Avista to spend all your free cash flow on boats and planes, that party came to an abrupt end when oil crashed in 2008. Glad to see Sabalo have some success though.
  20. Lagunamadre
    I meant in terms of knowing everybody. You walk into The Bar in Midland or the Surf Club in Corpus and you run into a bunch of your buddies. I miss that part of living in a smaller city.
  21. Lagunamadre
    I'm from Corpus (live in Houston now). Corpus is pretty much Midland on the water. There are days I really miss that aspect of Corpus. The simplicity. Knowing almost every table at restaurants because there are only a couple decent ones. Ya, it's a shithole, but it's my shit shithole. That and you can catch a limit of trout in the morning and shoot a limit of dove in the evening, all within 20 min of downtown. Also, Midland is a total shithole. But I have a hell of a good time every time I go out there.
  22. Lagunamadre
    If I had to guess it will remain where it is and will include zero employees from Cimarex.
  23. Lagunamadre
    They don't. One is a natural gas pipeline that is the main supply for Germany's nat gas. The other would be moving Alberta oil sands crude (worst environmental impact of any oil exploration) from Canada to tie into the existing Keystone line. Keystone phase 1, 2 and 3 are in operations and moving oil as we speak. Keystone 4 wasn't ever coming close to Oklahoma, so not sure what Oklahoma jobs it would have possibly provided.
  24. Lagunamadre
    Not even close to being wrong. I like the cut of his jib.
  25. Lagunamadre

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