Archive for March, 2018


Spring Break – Monday to Thursday Post

. . We are on Spring Break. We will have limited connectivity but plan to check in several times each day. If you see news on one of our names or names of interest please mention it in the comments section as we may not be immediately aware of it or email me at […]


Wrap – Week Ended 3/16/18

  . This Friday's graphs of interest watch:



. . Market Sentiment Watch: Treadwater action for a third week. In today's post please find the natural gas review (essentially in line, looking for another significant withdrawal next week – please see comments in commodity watch section), the Permian Short Form Multiples (of interest as we begin making changes to the ZLT),  and some other odds and […]


Thursday Morning

. . Market Sentiment Watch: IEA takes a more bullish tone. See Commodities Watch section below for the laundry list of highlights.   In today's post please find: 1) the oil inventory review (double expectations crude build despite much higher than expected refiner throughput and a dip in imports, and much much larger than expected product draws […]


Wednesday Morning – LBRT, MTDR

. . Market Sentiment Watch:  In today's post please find an updated cheat sheet and post call thoughts on LBRT, an updated cheat sheet for MTDR, comments on the OPEC monthly (delayed until about 9 am EST), the oil inventory preview (in line with historic norms crude build expected with smallish product draws), and some other […]

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