Archive for the 'CLR' Category


Wednesday Morning – CLR and NFX

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. . Market Sentiment Watch:  In today's post please find the oil and natural gas inventory previews, cheat sheets on Bakken / Mid Con players CLR and NFX, in preparation for the Blue Light Special and Shopping List (Gassy Edition) updates later this week, and some other odds and ends.  Ecodata Watch: We get Job Openings at 10 […]


Thursday Morning – Earnings Avalanche Day 2

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. . Market Sentiment Watch: Market eyes should be turning to tomorrow's nonfarm Payrolls and associated data. In today's post please find comments on another busy day of 1Q16 energy earnings. Our comments are in some cases briefer than usual due to time constraints and will be followed up as usual in coming days with wrap […]


Wednesday Morning

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. . Market Sentiment Watch: Fed watch day. News flow in energyland remains in calm before the storm mode and we'll get more interesting commentary out of the Service and Refining sectors overnight tonight. We are increasingly constructive on natural gas names and this is starting to show up in several of them but are […]


Thursday Morning – Earnings Tsunami

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. . Market Sentiment Watch: Another busy one in E&P land on the earnings front.  In today's post please find the natural gas inventory preview, the oil inventory review (mixed bag) and comments on a dozen plus owned or names of interest E&Ps that reported last night or this morning. Our comments are briefer than usual due […]


Wednesday Morning – TPLM

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. . Market Sentiment Watch: Another day, another massive broad market swing. We could care less about that stuff but see market pundits talking about exhausted investors. If that exhausts you you're probably watching it too closely with too short term of a mindset. We continue to plan to add to ZLT positions in a […]

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