Archive for the 'JAG' Category


23
Apr

Monday Morning – HAL

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. . Market Sentiment Watch: Busy week ahead as energy earnings accelerate.  In today's post please find The Week That Was, comments on the HAL quarter (in line), the 1Q18 Energy Earnings Week 2 Calendar (getting busy), JAG debt offering (first set of senior notes), and some other odds and ends.  Ecodata Watch: We get Chicago Fed […]


26
Mar

Monday Morning

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. . Market Sentiment Watch: Unsettled Markets, still. In today's post please find The Week That Was, an updated cheat sheet for JAG, and some other odds and ends.  Please see comments in the the Holdings Watch section.  Ecodata Watch: We get Chicago Fed at 8: 30 am EST (no forecast, last read was 0.12). […]


23
Mar

Friday Morning – Unsettled Markets

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. . Market Sentiment Watch: I leave for a little while and we get a new recent high for oil and increased concern over a possible trade war. And actual war. Hmmm. Overnight China announced plans to retaliate against 128 US products.  From a fundamental standpoint, the oil inventory normalization picture continues to improve at a […]


27
Feb

Tuesday Morning – So Far This Quarter, JAG, CDEV

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. . Market Sentiment Watch:  In today's post please find a fresh edition of So Far This Quarter (35+ names and counting as we move into Week 7 of the 4Q17 reporting season), comments on the CDEV quarter (beat, longer term oil guidance range, capex is high but balance sheet is very strong), comments on JAG (mixed bag […]


21
Nov

Tuesday Morning – More Permians

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. . Market Sentiment Watch: Holiday light activity within the group, light volumes, small moves, and nearly no news flow. We continue to update our thinking post quarter have been largely please . The market continues to be nervous about what OPEC will decide next week. And so we tread in place. Our sense OPEC+ extends […]

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