Archive - Reserve Report

February 2022

May 2021

Cimarex | Cabot

Best take from the COG | XEC Deal

May 25, 2021 •

and

“We are masters of the unsaid words, but slaves of those we let slip out” - Winston Churchill

May 18, 2021 •

and

Cyberattacks & Rocket-fire

“Our goal is to make money, and not creating problems for society” DarkSide

May 11, 2021 •

and

Aramco, and the bee-tee-cee basis trade

May 4, 2021 •

and

April 2021

The Penn Virginia Doubletake

“Occasionally people will look at me and do a doubletake and they'll look at me like they're trying to think where they know me from”

Apr 28, 2021 •

Substantive Shifts

“…from ESG - tweeting that it is ‘the paper straw of investing’ because it’s ‘symbolic, not substantive’ - to SPACs: ‘There’s so much dog sh*t there…

Apr 20, 2021 •

and

Dissent within the Party

“I always thought of economics as a quantitative field and when I hear people talk about why this is the right thing to do, they say things like ‘we…

Apr 13, 2021 •

and

The Great Permian Parlay: PXD | DoublePoint

“You don’t want to do an extension or fringe, you have to be in the areas with truly low break-evens” - Cody Campbell

Apr 7, 2021 •

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