Archive for July, 2013


It’s Good To Be Back Thursday – Earnings In Overdrive

  Market Sentiment Watch: Thanks for the updates while I was out; much appreciated. Biggest day in energy earnings of the quarter to date today so in today's post please find earnings comments on eight names of interest: (NFX – in line, increased guidance, good segment performance), (OII- big beat, upped guidance, strong margins), (RRC – as expected with […]


Friday Post – Part II (Saturday through Wednesday post)

Vacation Watch: We'll be somewhat out of pocket Monday through sometime Wednesday. So here's the Wrap and The Week That Was sections you normally see over the weekend and in the Monday post. We'll be on the HAL, BTU and COG calls while on the road and will check in regularly while out. Thanks and Best, […]


Friday Post – Part 1

Market Sentiment Watch: Energy news flow engaged. The energy sector is shuffling off the summer doldrums as we approach 2Q13 reporting season. From a broad market perspective, it's interesting to see the markets surging on good ecodata items and treading water whenever a number like the housing stats earlier this week hit the tape. Market […]


Thursday – Ben Round II – Oil Review Plus Natural Gas Preview Plus Other Odds and Ends

  Market Sentiment Watch: Ben moves over to the Senate today after a fairly uneventful session with the House. Summer is about to get a lot more interesting as taper fears fade for the broad markets and energy earnings kick off today with CLB and really get rolling over the next 3 weeks. See the top of […]


Wednesday Morning

Market Sentiment Watch: All eyes on Ben's testimony today which has given us the boring market inaction of the past couple of days. Our sense is that Bernanke will attempt to walk a fine line when talking about growth going forward with today's comments in front of the House. We also continue to see people as being […]

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