Archive for the 'exxi' Category


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 […]


Wednesday Morning

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Market Sentiment Watch: Market fretting over potential for China monetary tightening. First it's too cold, now it's too hot. Oil should be pleased given Chinese demand levels but the fear of the foreign Fed is just as strong with oil traders as the need for more stimulus is with domestic equity buyers. Sheesh. Crude traders should […]


Thursday – Oil Review and Natural Gas Preview

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  Market Sentiment Watch:  YoYo market day 3. Market boosted early by somewhat improved Chinese data after taking a dim view of Fed minutes yesterday. We continue to think economic growth is preferable to stimulative Cool-aid but do that Fed members discussed lowering one of their guides for determining when to taper, unemployment. High unemployment has helped […]

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