Archive for the 'BCEI' Category


15
Jul

Tuesday Morning

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. . Market Sentiment Watch: Eyes return to economic data briefly this morning before Yellen tries to reassure congress that the economy is on some sort of track.  In today's post please find some comments on a pro forma look at WLL and some other odds and ends.  Ecodata Watch: We get Retail Sales at 8:30 am […]


23
May

T.G.I. Long Weekend

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. .   Market Sentiment Watch: Look activity to rapidly get boring after the open as traders and buyside types hit the beach early. In today's post please find the natural gas inventory slide show (another bigger than five year average injection as expected but this should taper off soon) and thoughts and updated cheat sheets for […]


22
May

Thursday Morning – Oil Review and Gas Preview Plus ESTE, SN

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. . Market Sentiment Watch: Chinese PMI came in better than expected last night and we get the first real dose of U.S. economic data for the week later today.  In today's post please find the oil inventory review slide show (recent history record low import levels which is what we've been saying is necessary to […]


21
May

Wednesday Morning – REN

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. . Market Sentiment Watch: Yet another quiet day in terms of economic data releases with markets perhaps trying to make something out of the Fed minutes today after some market shaking comments by the Fed's Plosser yesterday. In today's post please find comments on wannabe Permian growth story REN, comments on the ROSE senior […]


14
May

Wednesday Morning – AMZG, PVA, BCEI

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. . Market Sentiment Watch: Quiet day in the markets. In today's post please find comments on the AMZG quarter (roughly in line with better Bakken wells than average but with issues on the western acreage in a TFS test) along with a wrap on yesterday's PVA call thoughts, some follow up thoughts on BCEI after having spoken […]

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