Back from vacation yesterday, so today we nerded out, spending all afternoon reading Q2 earnings call transcripts and IR slide decks.  Below are a few takeaways. E&P Capital Discipline Persists – Focus on Debt Reduction, Liquidity Enhancement Efficiency Gains – Drilling & Completion Improvements…

We have just returned from a one-day trip up to and back from East Texas. Mixed outcome on this trip. On the positive front, we had breakfast at Whataburger, lunch at Cracker Barrel and dinner at Dairy Queen, thus we are making good progress on our quest to break 150 pounds…