Archive for May, 2014


24
May

Wrap – Week Ended 05/24/14

. . Have a great long weekend, thank a service member or veteran if you get a chance.  Questions asked under this post will be addressed in the Tuesday post. Last week will also be covered in The Week That Was section of the Tuesday post.  Our recent piece on SA for BCEI was here (feeling pretty […]


23
May

T.G.I. Long Weekend

. .   Market Sentiment Watch: Look activity to rapidly get boring after the open as traders and buyside types hit the beach early. In today's post please find the natural gas inventory slide show (another bigger than five year average injection as expected but this should taper off soon) and thoughts and updated cheat sheets for […]


22
May

Thursday Morning – Oil Review and Gas Preview Plus ESTE, SN

. . Market Sentiment Watch: Chinese PMI came in better than expected last night and we get the first real dose of U.S. economic data for the week later today.  In today's post please find the oil inventory review slide show (recent history record low import levels which is what we've been saying is necessary to […]


21
May

Wednesday Morning – REN

. . Market Sentiment Watch: Yet another quiet day in terms of economic data releases with markets perhaps trying to make something out of the Fed minutes today after some market shaking comments by the Fed's Plosser yesterday. In today's post please find comments on wannabe Permian growth story REN, comments on the ROSE senior […]


20
May

Tuesday Morning – PE IPO Review

. . Market Sentiment Watch: Another day of no ecodata to guide the markets and little in the way of news flow from the energy names as well. Oil meanwhile has been buoyed by increasing levels of unrest in Libya and this along with already discounted E&P valuations is yielding some positive moves in the […]

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