Archive for the 'exxi' Category


Monday Morning

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. . Market Sentiment Watch: Slower week for economic data and a bit of a lull in between the oil service 4Q reports and the E&P 4Q reports.  See comments on the latest OPEC monthly in the Commodities Watch (moving in the right direction as expected). We're expecting increased volatility after a strong week last […]


Thursday Morning – A Lot More 3Q14 Reports

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. . Market Sentiment Watch: Market eyes should be squarely focused on Payrolls tomorrow.  In today's post please find the oil inventory review, the natural gas inventory preview, and another swarm of earnings reports. As noted yesterday, the earnings roster is again full today and some of our comments will be a bit more brief than […]


Tuesday Morning

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. . Market Sentiment Watch: End of 3Q14, beware of noise. In today's post please find comments and an updated Wattenberg summary cheat sheet with a fresh BBG sheet as well and some other odds and ends. Also, in case you missed it, we liquidated our holdings in Permian mid cap leader ATHL in both the ZLT […]



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. .   Market Sentiment Watch: Fear over a flat European growth outlook continues in the energy markets.   In today's post please find the natural gas inventory slide show, a quick post 2Q14 cheat sheet on the Bakkens (they're now officially cheap on 2015 estimates), brief comments on the OEDV quarter, and some other odds and […]


Thursday Morning – EXXI, RSPP

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. . Market Sentiment Watch: 2Q14 reporting season winding down as the last names trickle out their releases into the doldrums summer. We continue to update numbers and largely sit on hands during trading action that is this August market. At this point in the year, the operations updates of import have been filed and […]

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