Archive for the 'rexx' Category


22
Jul

Tuesday Morning

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. . Market Sentiment Watch: Broad market earnings in focus. In today's post please find comments on the REXX mid year reserve report along with a cheat sheet update (big growth and lower well costs are not yet factored into the reserves), comments on the BTU quarter (in line), and a quick look at the […]


15
Jul

Tuesday Morning

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. . Market Sentiment Watch: Eyes return to economic data briefly this morning before Yellen tries to reassure congress that the economy is on some sort of track.  In today's post please find some comments on a pro forma look at WLL and some other odds and ends.  Ecodata Watch: We get Retail Sales at 8:30 am […]


07
Jul

Monday Morning

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. . Market Sentiment Watch: Should be another quiet Monday with no economic data and a quiet week in general as the economic calendar is light with only the FOMC minutes on Wednesday holding the market's attention. In energy land, the expected small flurry of operations updates this week has started and is likely to continue […]


27
Jun

T.G.I.F.

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. .   Market Sentiment Watch: Welcome to the Friday summer doldrums.  Expecting news flow to dry up next week and then resume again one last time in the following week in the form of operations updates. Likely we get no warnings on the quarter as the weather has been favorable and completions at several of […]


02
Jun

Monday Morning – Welcome to June

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. .    Market Sentiment Watch: Settling into the slow days of summer. We do have a number of names presenting at a handful of conferences this week and that could and should generate a bit of news flow including from the TMS players as we approach another round of well announcements from at least […]

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