Archive for the 'CLR' Category


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 […]



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. .   Market Sentiment Watch: Triple witching likely to lead to volatility and periods of extreme boredom. Energy land nervously eyeing lower oil prices and a dearth of news. Expect news flow to pick up next week in the form of additional pre quarter end operations updates from the E&P group as they speak at […]


Thursday Morning – A Lot More E&P Earnings

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. . Market Sentiment Watch: Another busy one ahead. Next week, when earnings reports drop to just 2 or 3 per day that we care about look for us to start running the sbu groups with mini-valuation tables before the bigger Bakken Players style piece updates roll out.   In today's post please find comments on the […]


Wednesday Morning – More Bakken News and Other Stuff

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  Market Sentiment Watch: Syria situation in flux but the pressure seems to be off everyone to take action as President Obama called for a pause to check out the "Russian Solution". In today's post please find comments on the CLR guidance call, the oil inventory preview,  a number of subscriber mailbag responses, and updated ZLT Pie, and […]


T.G.I.F. Plus Bakken

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Market Sentiment Watch: All eyes on Jackson Hole and comments from Fed players today. The headlines are already scrolling by with Lockhart talking a possible September taper if the data get him there. More importantly, he see unemployment substantially lower by the end of this year. In today's post please find the weekly natural gas storage slide […]

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