Archive for the 'rose' Category


18
Dec

Thursday Morning

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. . Market Sentiment Watch: Nice to have two whole green days in the same week but nervous market conditions will take time to wear off.   In today's post please find the natural gas inventory preview, the oil inventory review (mixed bag, watching crude inventory levels in light of slightly higher than expected 3Q and now 4Q14 […]


17
Dec

Wednesday Morning – CRC

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. . Market Sentiment Watch: Yellen in focus with everyone asking whether or not the qualifier "considerable time" is out of time. We note that the expected avalanche of capital program and volume guidance for 2015 is taking longer than expected to hit the tape likely to due to the velocity of the drop in oil prices that […]


04
Nov

Tuesday Morning – EOX, ROSE and More

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. . Market Sentiment Watch: Nervous market conditions continue with elections today, payrolls coming into focus at week's end, a new tumble lower for oil, and lots of energy earnings today and this week that may or may not get a lot of attention depending on whether or not bigger picture headlines dominate thinking. See comments on […]


05
Aug

Tuesday Morning – EOX, ROSE, CRZO Plus Many More

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. . Market Sentiment Watch: Busy day in energy land so let's get to it. In today's post please find comments on the 2Q14 reports from EOX (nice beat and a size acreage add on the cheap), ROSE (strong volumes, nice wells in Reeves), CRZO (also a nice beat, raising oil growth guidance, again).  Please […]


21
May

Wednesday Morning – REN

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. . Market Sentiment Watch: Yet another quiet day in terms of economic data releases with markets perhaps trying to make something out of the Fed minutes today after some market shaking comments by the Fed's Plosser yesterday. In today's post please find comments on wannabe Permian growth story REN, comments on the ROSE senior […]

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