Archive for the 'CLR' Category


08
May

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 […]


11
Sep

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 […]


23
Aug

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 […]


08
Aug

Thursday Morning – More Earnings

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  Market Sentiment Watch: Another busy day in energyland as the earnings season essentially draws to a close tomorrow. Chinese data overnight showed a surprising rebound for July in trade aiding futures this morning. We've noted an increase in energy offerings as the season ends and likely CEO's are thinking along the same lines we […]


26
Jun

Wednesday Morning – Oil Preview Plus A Number of Odds and Ends

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Market Sentiment Watch: Quiet day on tap with futures pointing to another bounce but the third 1Q13 GDP revision showed a substantial drop which sets the bar fairly low for the 2Q number we will get next month. We're largely invested and for the most part sitting on our hands at the moment, waiting for a […]

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