Archive for the 'BBG' Category


08
Dec

Friday Morning

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. . Market Sentiment Watch:  In today's post please find the natural gas review (small build vs a small expected draw, stocks remain in deficit territory and we expect the first in a series of larger-sized draws after next week, comments on BBG, and some other odds and ends. We expect group news flow to […]


06
Dec

Wednesday Morning – SWN

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. . Market Sentiment Watch: All energy eyes back to focusing on data. In today's post please find the oil inventory preview, the natural gas inventory preview (much weaker than average withdrawal expected this week but a turn for the better is again in the offing … medium term production concerns to persist), a cheat sheet […]


29
Sep

Tuesday Morning – SN

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. . Market Sentiment Watch: Nervous market conditions remain in effect remain in effect for the broad equity and commodity markets. We continue to read and do some math and wait for adds. In today's post please find some quick comments on SN and BBG (another reaffirmed borrowing base despite all the fears in the […]


06
Nov

Thursday Morning – A Lot More 3Q14 Reports

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. . Market Sentiment Watch: Market eyes should be squarely focused on Payrolls tomorrow.  In today's post please find the oil inventory review, the natural gas inventory preview, and another swarm of earnings reports. As noted yesterday, the earnings roster is again full today and some of our comments will be a bit more brief than […]


30
Sep

Tuesday Morning

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. . Market Sentiment Watch: End of 3Q14, beware of noise. In today's post please find comments and an updated Wattenberg summary cheat sheet with a fresh BBG sheet as well and some other odds and ends. Also, in case you missed it, we liquidated our holdings in Permian mid cap leader ATHL in both the ZLT […]

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