Archive for October, 2018


Tuesday Morning – VNOM and Other Stuff

. . Market Sentiment Watch: Energy markets focused on headlines coming out of a CERA conference in India while casting a wary eye over a "15 minute meeting" between King Salman and Pompeo. In today's post please find the early read on oil inventories, the early read on natural gas inventories (as expected, smaller than the […]


Monday Morning

. . Market Sentiment Watch: Bigger week on the domestic economic data front this week. In energyland, look for news flow to start to pick up this week and for SLB to kick off the 3Q reporting season on Friday. In today's post please find comments on interesting items from last week under the Commodities […]


Wrap – Week Ended 10/12/18

. . Questions and comments under The Wrap will be addressed in the Monday Post.  .


Friday Morning

. . Market Sentiment Watch: Broad markets remain spooked by rates but caught a lift after hours yesterday as leaders from the U.S. and China agreed to meet. Energy markets remain concerned over 2019 demand growth. Energyland remains typically quiet before the coming storm of the 3Q reporting season which starts at the end of […]


Thursday Morning – Dualing Inventory Reports

. . Market Sentiment Watch: Weak open on tap after yesterday's massive selloff. Broad markets remain fearful of rates and of further technical drops. Overnight President Trump said the Fed has "gone loco" which doesn't exactly inspire confidence.  Energy was gaining traction until the broad markets cracked but we expect continued sawing action in our names […]

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