Archive for January, 2018


25
Jan

Thursday Morning – RRC, LPI, Oil Review, Natural Gas Preview

. . Market Sentiment Watch: In today's post please find the oil inventory review (continued YoY and 5 year average crude stocks improvement (at Cushing, stocks are down a whopping 40% YoY and down 25% to the five year average), with a bigger gasoline build on seasonal/reporting issues for demand), the natural gas preview (consensus calling for […]


24
Jan

Wednesday Morning

. . Market Sentiment Watch: Energy watching inventories more closely. In today's post please find the oil (API was bearish overnight but crude builds are normal this time of year) and natural gas inventory previews (much bigger number expected this week and the squeeze (in the front month) is on), comments on the RES quarter (big […]


23
Jan

Tuesday Morning

. . Market Sentiment Watch: Other than the key earnings report for Service out of HAL and a few other reports of interest this is one of the calm weeks before the storm of 4Q earnings. In today's post please find the early read on oil inventories, an updated gassy players comp sheet, and some other odds […]


22
Jan

Monday Morning – HAL

. . Market Sentiment Watch: Group has been getting the pause we expected. In today's post please find The Week That Was, comments on the HAL quarter (nice beat, when will they add NAM horsepower?), comments on MTDR, and some other odds and ends.  Ecodata Watch: We get Chicago Fed at 8:30 am EST (no […]


21
Jan

Wrap – Week Ended 01/19/18

. . The ZLT was down 2.5% on the week and is up 2.5% on the year.  There were several trades in the ZLT last week. Cash and cash equivalents at ~ 20% of the portfolio.  The Blotter is updated. Questions and comments under The Wrap will be addressed in the Monday post. 

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