Archive for the 'rexx' Category


31
Mar

Monday Morning – Last Day of 1Q14

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. .    Market Sentiment Watch: Payrolls squarely in focus and these are March numbers and weather, while still a factor-won't be as helpful in excusing a poor number this Friday. In energyland analysts continue to market commodity prices up for higher than expected prices of 1Q14 and companies are preparing the last of the pre […]


20
Feb

Thursday – Dualing Oil and Natural Gas Inventory Reports Plus Earnings Avalanche

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. . Market Sentiment Watch: Ugly numbers out of China with HSBC flash PMI falling to 48.3 vs 49.5 final for January. Most talking heads will start jabbering about "risk off" now.  We find that too simple and remind readers that our names do not need nor do we want or expect ever spiraling higher oil […]


04
Feb

Tuesday Morning – Natural Gas Macro Update Plus

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. . Market Sentiment Watch: Ecodata continues to disappoint and "baby and bath water" conditions abound inside and outside of our group. Underlying commodities not paying attention to the action in the equity markets. Our sense is that the move is overdone and have been overdone for some time but that these conditions won't right […]


15
Jan

Wednesday Morning – PDCE, REXX, Plus Oil and Natural Gas Previews

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. . Market Sentiment Watch: News flow starting to pick up as the 4Q reporting season approaches. In today's post please find a quick updated look at Wattenberg / Utica player PDCE that's been caught up in the 4Q group shakeout (to a bit more of an extent than it probably should be) and comments on REXX's […]


14
Jan

Tuesday Morning

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. . Market Sentiment Watch: Market spooked by Fed hawks and likely by fear over retail sales and housing in the face of higher rates. News flow in energy land remains subdued. In today's post please find a quick update on REXX as we tool through a list of some of our more beat down […]

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