03
May
Market Sentiment Watch: The ECB's rate cut lit another fire under the broad market and oil yesterday and today we have much better than expected payrolls numbers (still not great mind you but better than expected) with big upward revisions to the last two months. In energy land, earnings rampage continues. In today's post please find [...]
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Posted in gst, hk, kog, swn, Uncategorized | 124 Comments »
16
Apr
Market Sentiment Watch: Fear and margin selling in energy land reached a head yesterday as crude came off with other commodities over softer than expected Chinese and U.S. data. More baby and bathwater type trading action with stops being blown out as soon as chart support was violated was seen across energy from E&P to [...]
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Posted in hk, kog, nog, PVA, Uncategorized | 118 Comments »
01
Mar
Market Sentiment Watch: Long post today with lots to convey so here goes. In today's post please find comments on two of the Bakken players' 4Q results along with the Natural Gas Supply (net imports plus production) and Demand slide shows as well as the weekly storage report review. Next week look for [...]
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Posted in kog, Natural Gas Supply, nog, Uncategorized | 132 Comments »
07
Feb
Market Sentiment Watch: Quieter day in energy-land yesterday and some days of rest are in order with sideways trading for leadership and some catchup in the second tier names (for us these are the gassier non-leader names, leveraged names, lower growth but getting oilier names, and the odd man out Bakken names (like a [...]
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Posted in hk, kog, Uncategorized | 117 Comments »
24
Dec
Market Sentiment Watch: Fiscal cliff on people's minds on this holiday shortened trading day. Many market participants will be out and we'll be in and out and more out than in as the early close approaches. If I don't talk to you in comments have a safe and Merry Christmas. Ecodata Watch: No ecodata [...]
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Posted in kog, oas, Uncategorized | 67 Comments »