Archive for the 'exxi' Category


Wednesday Morning – Oil Inventory Preview Plus Catalyst List Update

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. . Market Sentiment Watch: All market eyes focused on Payrolls on Friday with ADP coming in soft this morning. Energy eyes focused on Europe stimulative efforts and OPEC next week (expecting a quick meet and greet with no change in quotas). Energyland continues to ease into summer with decent news flow from E&Ps that likely tapers […]


Thursday Morning – Oil Review, Natural Gas Preview, Natural Gas Macro, Plus a Swarm of Earnings

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. . Market Sentiment Watch: The Fed did pretty much as we expected pointing to continued recovery while continuing the taper. All eyes should be firmly on the Friday numbers and things in energyland remain fairly subdued even as the energy earnings season continues to unfold in in-line to generally better than expected fashion.  Many of […]


Merger Wednesday

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. . Market Sentiment Watch: Nervous market.  In energyland the long expected retreat below $100 oil (a place we should not have been) is causing some profit taking even as OPEC continues to inch up their thoughts on 2014 global oil demand.  We're opportunistically adding into the weakness (see blotter, see Holdings Watch). In today's […]


Less Payrolls Friday

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. .   Market Sentiment Watch: Payrolls miss the mark. Look for the talking heads to put this off on the weather.  In today's post please find the natural gas inventory slide show (now featuring storage levels 29% below year ago and 22% below the five year average respectively), comments on the EXXI quarter (not pretty), FANG operations […]


Wednesday Morning – More 3Q13 Earnings

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Market Sentiment Watch: Despite the calendar we do not appear to be Greatly Depressed. All eyes remain on the Fed and while we don't expect any tapering today or near term suggestions of tapering we would welcome the move.  In today's post please find comments on the EXXI and RRC quarters as well as a few other […]

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