Archive for August, 2017


21
Aug

Monday Morning

. . Market Sentiment Watch: Energyland continues to seek traction in the wake of the 2Q17 reporting period with the stocks notably underperforming a solidifying domestic crude inventory situation and commodity performance. This dichotomy rarely lasts long and our sense is that stability in the commodities will lend support to equities near term.  In today's […]


20
Aug

Wrap – Week Ended 8/18/17

. . Questions and comments under The Wrap will be addressed in the Monday post.  . The Blotter is updated. . ZEB Positions are updated.  .  


18
Aug

Friday Morning – Permian Players Update

. . Market Sentiment Watch: Still seeking traction. Cash holding at just over 20%. Not rushing to buy dips yet.  In today's post please find the natural gas inventory review (slightly larger than expected injection) , the Permian Players update, and some other odds and ends.  Ecodata Watch: We get consumer sentiment at 10 am EST […]


17
Aug

Thursday Morning

. . Market Sentiment Watch: Seeking traction. In today's post please find the oil inventory review (monster crude draw on record territory refiner demand and still weak net imports, with sentiment offsets of a 25,000 bopd increase in reported L48 oil production, an as expected flat gasoline stocks reading and an unexpected increased (though quite small) distillate stocks […]


16
Aug

Wednesday Morning – CPE, EPE, Oil Inventory Preview

. . Market Sentiment Watch: Seeking traction. In today's post please find another set of comments and an updated cheat sheet for one Permian name (we're leading up to the Permian Players update late this week), requested comments on EPE, the oil inventory preview (consensus looking for more modest draws across the board prior to API's release of another […]

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