Sitemap - 2019 - #hottakeoftheday

Technical Tuesday: DUC, DUC.... Cash Flow Juice!

What to expect when you’re expecting: 2020

2019 in review

Taxes are paid in dollars, not percentages

Investing explained, by a part time economist

Public service announcement: stop being soft

Bless us, everyone - Tiny Tim

Christmas post? Humbug.

The contest

A lump of coal from Suriname

Pick your peer group

“We have decided to go a different direction. Best of luck.”- Feb 1, 2012

Alpha pays for Christmas

Mythbuster: IP Drives Returns

Data and experts

Fish where the fish are

Merger Monday!!

Reframing the forest for the trees

Climate Change vs Poverty

Powering Santa’s sleigh with belief

SMOG, Revisited, Again

I know the story I want to tell, let me fill in the narrative

Economic answers

Transparency or empty words?

Getting the G Right (in ESG)

Goldfish

The ‘s’ must stand for scary

Saudi Aramco, OPEC+ and RLI

NatGas Burn Out (Part II)

Political Correctness

NatGas Burn Out (AKA see you in 2023)

Remembering George

Youth athletics and character development

Happy Thanksgiving!

Out of the mouths of babes (or high-schoolers)

Who will take care of the orphans (and I don't mean Annie)

Supply, demand and 2020 pricing

OXY-APC: A Timeline

Story time: The Terminal

Rig count and DUCs (like ham and eggs)

PXD and SMOG: Putting it together

Midland basin: What's in the white space?

Midland Basin: A picture says 1,000 words

DRW as Guest: The Crude Audacity

Alan Jones: Bureaucrats and politicians to blame for fires not climate change

SMOG, Explained.

Cash Flow (is King)

OPEC, rigs and DUCs

Income Statements, Oh My!

Balance Sheets!

The Crisis of Balance Sheets

A New Candidate Enters the Race

Where have all the bullies gone?

The golden rule of corporate governance

Executive Compensation Concepts

Investor, seeking activism, likes walks on the beach

Daylight savings time

Gotta get the go to

Found a good spot on the river

Learning from bosses - part 3

Learning from bosses part 2

Learning from bosses - part 1

Merger Monday fail!

Generation 5.4.3.6 c completions... yeah. Ok.

The important things in life

Q3 earnings look ahead

2020: Not Business As Usual

2020: More Transparency

DRW as Guest: Whitley Penn Talks

Block de Texas? I think not

2020: Simple Math

2020: More Hypocrisy

Flashback Friday!

But... I love electricity. The conclusion.

But... but I NEED my electricity. Part 3.

But... but I want my electricity! Part 2.

But... but where is my electricity? Part 1.

Powering the facts

An old man, turned 98....

Leverage. The Conclusion.

Leverage (Part 4): A Wave of Debt

Leverage (Part 3): Debt, the Silent Killer

Leverage (Part 2): A Walk Down Memory Lane

Leverage (Part 1): History, Repeat

Hostile Takeovers

Post Merger Social Issues

The Benefits of Consolidation

The Challenges of Consolidation

Back to normal

Retiring the legend

Dear IKEA engineers, you are so smart

What Comes Next (Part 4)

What Comes Next (Part 3)

What Comes Next (Part II)

What Comes Next (Part 1)

Optimism? Did someone highjack the keyboard?!

A letter of warning

Hotquestionoftheweek: Drillcos

A little medley

Bueller, Bueller.... Bueller

Relative calm

Oil, interrupted

Sh*tcos Bailed out by rebels

What I DON’T Own Index

Peak Oil. Part 4: Decline rates

Peak Oil. Part 3: Inventories

Peak Oil. Part 2: Productivity Enhancements

Peak Oil. Part 1: Pace of Activity

Peak Oil: Revisiting King Hubbert

Dear Senator Warren (part 2)

Dear Senator Warren (part 1)

Peak Oil Counterpoint Discussion

#hottakeoftheday, roasted!

The Beatings: The C-Suite

The Beatings: Geology-style

BP Sells Alaska

A Special Labor Day “Dear Diary”

Stop scaring me with your DMs!

Even I get drunk text messages at midnight… from dudes

The Beatings: Facility Engineers

The Beatings: Production Engineers

The Beatings: Drillers

The Beatings: ….Drillers, Interrupted!

The Beatings: Drillers…. Nope. PDC-SRC

If you pay for the wedding, you get to talk all you want

Another reader question

The Beatings: Reservoir engineers

The Beatings: Completion Engineers, Volume 2

The Beatings: Completion Engineers, Volume 1

Gratitude and the correct perspective

Gender has nothing to do with it

Should we blame CDCs for the state of the industry? No.

Reader question…A beauty from EnerCom

A change of pace

Medicine time, open wide.

A special “press releases that make me laugh”

EnerCom Denver, Day 1

Man made emissions are from man bred livestock

Just because it can be analyzed doesn't mean it should

#hqotw: OXY-APC Merger

OXY-APC Closes

#EFT Kingpin... Mr Skilling (Parody)

The samurai had at least one thing figured out

The beatings will continue until you smile

Twitter, you are killing me

Another day, another shooting (x2)

#hqotw: You seem cranky

More love for Vicki

Chicken Little

The original stud

Worst ever? No. But bad.

Metal straws and unintended consequences

Dress code to work? You have to be kidding me

Twitter, Mean Girls and holding people accountable

Q2 Reporting

This week's "press releases that make me laugh"

May competence drive employment

Heavyweight match: Icahn vs. Hollub

DRW as Guest: EnerCom's Oil & Gas Show podcast

Papa gets a new chair

Do what works

Double digit production growth? OMFG

Abraxas and Range, come on down

Grab a helmet

Grow less. Be worth more. It's not that hard

Dear Callon....

Merger Monday! Callon-Carrizo

Life is short. Have a day.

hqotw: Frac design and sleeves

An intro to ROCE

Life lessons: Write drunk. Edit sober.

Rice and EQT, a joint press release

Whoa... I need to lose some weight

EQT Prom King and Queen tbd

It's quiet. Too quiet. Seriously.

A favorite story of mine from the book

Family Road Trip

Saudis and the Russians play rope a dope

Exercise class could be the end

It would be a crime if they didn't!

Catchphrases aren't tricky

The death tax... let's get real

#hqotw: Will acquisitions continue?

G-20 Summit

Democratic debate and climate change

Stronger boards, better performance

House prices and student debt

Natural gas prices (they can and do get worse)

LOVE... WORK

#hqotw: What is your take on refracs?

Hey, boomer. 5,000 retiring a day

Relationships matter

Minivans are truly awesome

Wall of Shame: Avis

Where is Noah when you need him?

Hopes crushed on Merger Monday

Ginger-ism?

The first #hotquestionoftheweek

I want my mommy

Tanker attack saves the day

Rice and EQT exchange love letters

Oil inventory, rig count and production

Is the price right?

Friends in low places

The end of Anadarko

Learnings from George

Influencer status and capitalism

Public service announcement

The dumbo-est thing I've ever heard

Mr. Skilling (parody)

Golden rule of communication

Ways to make people love you. Step 1. Don't be an E&P

Life is short

Devon exits Canada

Unintended consequences of a trade war

Easiest way to avoid criticism: Do nothing

The light at the end of the tunnel is turned off

Email Etiquette: Part 3

Email Etiquette: Part 2

Email etiquette: The most viewed post ever

Love the brand. Hate the stock

QEP Back in the news

Strategic Alternatives... please!

ECD? Ummm....

What is Private Equity 3.0?

Help wanted: Debt investors

Equating problem solving to pregnancy

Prices climbing... now what?

Activist letter wars are fun

Ride sharing apps go public

Happy Mothers Day, Climate Style

Hedge fund rules for E&P investing

New tariffs on Chinese goods

MOE (merger of equals... not a real thing, btw)

NOT a gun control post. Practical solutions!

Dear Mr. Wirth (Care of LinkedIn)

I think I have a new CEO Crush

The Reason Renewables Can't Power Modern Civilization Is Because They Were Never Meant To

Gratitude

More things they didn't teach in business school

Gossip

Way out in Patagonia

Q1 Earnings have begun

Buffet does energy

Anadarko takes Oxy's call

Enjoy your health

The more they change, the more it stays the same

Make hay while the sun is shining

Chevron... whoa!

Masters week!

The other thing that grows for growth sake is cancer....

Shock and awe

Hockey playoffs are here and I’m torn!

Unemployment data

Crickets....

Smashco time

A circle starts and ends in the same place

April Fool’s Day

Don’t be a creeper

Life is hard, don’t be afraid to ask for help

An app to make me a better son

Please stop tweeting!!

Geography is destiny

I should get royalties...

Not all mergers are created equal

Spirit animals

When you talk guns, people attack the weirdest things

U.S. Constitutional fun!

Learning 1 - don’t touch gun control even in other countries...

The toilet bowl death spiral

Ducks (not DUCs for a change)

Fountain hills, revisited

Permian- the engine of growth

SB 181

Entrepreneurs also fail

Goals & Grit

“Entrance-Gate”

Where is Morpheus?

Interview question: what’s your greatest weakness?

Spring ahead

Living within cash flow is hard

Its so easy

Don’t mistake price with value

Why Renewables Can’t Save the Planet

The myth of the ethical consumer

A hole in the ozone and a solution

Hearing the calling of public service (No! Not me!)

It's quiet.... too quiet

Age limit for Presidential candidates?

Breeding exotics

NAPE Summary, revisited

Peacocking and social media

EVs, lithium and an electric arc

NAPE Summary 2019

NAPE Talk: It wasn't me...

NAPE bound

Terminology of "a wall"

Elvis sightings, and the occasional affair

1st world problems

The Dark Knetflix

Trust fall

No one cares its your birthday

Algorithm

Thoughts on tax rhetoric

Brady

Super Bowl Sunday!

Educational benefits

Death & Taxes

Nailed it... sometimes

Tough times in Venezuela

Netflix... and chill

Share buybacks: Good or bad?

Good candidate, bad look?

The Cost of College

A Government shutdown

Write drunk. Edit sober.

Twitter and bots

Network TV and affirming bias

In West Philadelphia, born and raised...

Times they are a changing

In case of emergency, break glass

"Equity" is more than cash

Jack Bogle

Brexit or 'The Bachelor'?

Brexit

Open office plans are a horrible idea

Are 280 characters any way to govern a country?

Life expectancy

Aging out... in politics?

Wouldn't it be nice...

Crisis.... averted. Carry on.

Hostile takeovers: QEP, come on down

Merger Monday (hostility style)!

Government shutdown in stalemate

Some LinkedIn advice to salespeople

Why do I hottake?

Where does all the oil go?

More Tweets... oh my.

The GOAT, Warren Buffet