Archive for December, 2013


Tuesday Morning – Oil Macro Thoughts For 2014 and More

. . Market Sentiment Watch: Welcome to Christmas Eve. The Fed has spoken. Congress is tucked away safely into their districts and states. The President is in Hawaii. All should be quiet in today's brief session. In today's post we take a quick look at how we did on the oil price expectation front this year and offer our […]


Monday Morning

. .    Market Sentiment Watch: One of the quietest weeks of the year ahead. Expect little to no news flow out of the group. In today's post please find The Week That Was (it was an extremely busy week on the news front last week) and some other odds and ends.  Ecodata Watch: We get Personal Income at […]


Wrap – Week Ended 12/20/13

Most comments will be in the Week That Was section of the Monday post. However, please note the divided nature of speculators regarding the outlook for natural gas at present. A second record withdrawal of the season despite near record production has the net short positive moving lower as longs add to positions faster than their short […]


Friday Morning

. .   Market Sentiment Watch: Expecting a quiet day in the market as thoughts turn to extended holidays. We've got a number of calls set with smaller caps today as we work to finish the final iteration of the Bakken Players update due out next week. In today's post please find the natural gas inventory […]


Thursday Morning – Oil Review and Natural Gas Preview Plus Several Other Items

. . Market Sentiment Watch: Bernanke left with a modest taper in place and signals the economy is headed slowly, in meandering fashion, in the right way. And the crowd went wild. In energy land the group continues to behave somewhat erratically with year end shenanigans underway. We continue to watch, read up, model up, […]

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