Archive for the 'hk' Category


21
Apr

Tuesday Morning

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. . Market Sentiment Watch: Slow news day on the economic data front. In energyland we expect to continue to get pre-announced 1Q15 volumes in advance of the heart of earnings season along with operations updates and the ongoing mark to market from the sellside. On average we don't see any of these items really rocking the […]


26
Feb

Thursday Morning – Earnings Avalanche

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. . Market Sentiment Watch:  NFX wins best call of the season to date with 4Q call yesterday.  Who would have thought you could take the same disciplined approach for several years straight and yet go from goat to hero in the eyes of so many who didn't get it back then, especially now, with prices […]


17
Feb

Tuesday Morning

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. . Market Sentiment Watch: Ukraine and Greece in the market's focus today. In energyland, E&P earnings season starts to get a lot busier this week (please see the Energy Calendar Week 5 in the Stuff section below). In today's post please find The Week That Was, comments on HK, RICE, and a few other odds and ends.  Ecodata Watch: We […]


09
Jan

Payrolls Friday

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. .   Market Sentiment Watch: Better employment data combined with lower prices should continue to support reawaken US product demand. Energyland continues to trade in fairly tractionless fashion. In today's post please find the natural gas inventory slide show, comments on the HK budget slashing, and comments on another strong quarter out of SYRG. Ecodata Watch:  Nonfarm Payrolls came […]


11
Nov

Tuesday Morning

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. . Market Sentiment Watch: Thank you veterans. One of my favorites happens to be Pop, my wife's grandfather and a former B17 navigator over Italy. Our thoughts are with him today.  Nervous group market conditions persist as E&P and Service continue to closely eye oil prices as the energy markets in general continue to largely form […]

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