Archive for the 'rexx' Category


18
Aug

Tuesday Morning

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. . Market Sentiment Watch: More summer doldrums as the energy sector wades through the rest of summer with little in the way of new news to offer. In today's post please find a wrap and cheat for REXX, macro comments from Enercom presenters yesterday, a look at our gassy names hedge positions, and some other […]


05
Aug

Wednesday Morning – Earnings Tsunami

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. . Market Sentiment Watch: Group traction levels still low as default fears grow within the E&P group (as indicated by a recent rapid further advance in the group high yield spread).  In today's post please find comments on a flood of owned and unowned names we care about holding 2Q15 conference calls today. Due to the shear […]


29
Jul

Wednesday Morning – RRC

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. . Market Sentiment Watch: Fed in focus as everyone awaits clues as to whether the Fed is good to go for hikes as soon as September (there appears to have been some drift in thinking towards a later date).  In today's post please find the oil and natural gas inventory previews, comments on the RRC […]


14
Jul

Tuesday Morning

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. . Market Sentiment Watch: In energyland almost all eyes on Iran today (deal announced overnight see points in Commodity Watch section below and supply in general, inventories to be more of a focus again tomorrow.  In today's post please find the Catalyst List update Part III, comments on the big WPX entry into the Permian (call […]


08
Jul

Wednesday Morning

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. . Market Sentiment Watch: China, Greece, Iran. Baby and bathwater action continued yesterday morning as the Iran nuclear talks were extended through Friday (likely a bit of gamesmanship on the part of the non Iran parties there) but then roller coaster action took over in the broad market dragging energy with it as a short […]

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