Archive for the 'rexx' Category


19
Jun

Friday

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. .   Market Sentiment Watch: A very big thanks to RB and others for keeping the site alive and positive / constructive / civil / informative while I was away.  I read all the comments while out and almost completely resisted the urge to participate.  XOP flat on the week. Oil flat on the week. Summer slow news time continues. […]


11
Jun

Thursday Morning – Oil Review and Natural Gas Preview

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. . Market Sentiment Watch:  In energyland news flow remains near the summer quiet doldrums with the occasional gust of news as per today's events (see below). We continue to see increases in asset manager positions from time to time (noted fund adds in Bakken players EOX and TPLM yesterday). In today's post please find the natural gas inventory […]


04
Jun

Thursday Morning – Oil Review and Natural Gas Preview

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. . Market Sentiment Watch: Market focused on Nonfarm Payrolls tomorrow (not too hot, not too cold please, Greece tomorrow (searching for $300 mm euros to wire to the IMF), and OPEC tomorrow.  In today's post please find the natural gas inventory preview, the oil inventory review (mixed bag), a few thoughts on the OPEC […]


06
May

Wednesday Morning – Earnings Avalanche

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. . Market Sentiment Watch: Busy day, let's get to it.  In today's post please find comments on a long list of names reporting 1Q15 results. Please note due to time constraints, some of our comments will be a little more bullet point oriented than usual.  Ecodata Watch: We get ADP employment at 8:15 am EST (no […]


20
Apr

Monday Morning

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. . Market Sentiment Watch: In energyland we welcome the 1Q15 energy earnings season. Look for extensive play by play color on completed well cost reductions and managements' potentially evolving reactions to a slightly better oil price environment in light of those lower costs. Do not look for a significant reversal in drilling activity at this […]

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