Archive for the 'MCEP' Category


06
May

Tuesday Morning – Earningspalooza

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. . Market Sentiment Watch: Light on the economic data today but another avalanche of earnings from names we care about. In today's post please find earnings related comments on EOX (solid quarter with upped annual guidance and Low Rider EURs (as expected)), EOG (monster quarter with upped oil guidance and new oil plays), CRZO (nice quarterly […]


05
Mar

Wednesday Morning

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. . Market Sentiment Watch: YoYo market engaged. Normally all eyes would be on Friday's payrolls data but at this point the Russia for Ukraine or at least Crimea scenario remains large and in charge.  In energy land, natural gas volatility is falling in front of what be the last two record or near record sized withdrawals […]


25
Oct

Friday Morning – More Earnings

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Market Sentiment Watch: In energy land we've had a pretty good start to the 3Q13 reporting season in terms of pre releases and solid quarterly reports that made investors sit up and take notice (including unowned by us names FANG and WLL yesterday). In today's post please find the natural gas inventory slide show, comments on a number […]


07
Aug

Wednesday Earnings Avalanche

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Market Sentiment Watch: Another day that can be summer up as "Light on the ecodata; heavy on the earnings". Market paused yesterday on Fed speakers comments on possibility of tapering by September or at any time before year end. We think the market needs to relax. Tapering would only be done, at least under more official […]


26
Jul

T.G.I.F.

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  Market Sentiment Watch:  Several gassy names (stalwarts) hitting all time or at least cycle highs yesterday as COG, RRC, and EQT reported record results and despite a current lackluster demand environment so far this summer for natural gas. We have been slowly inching up or natural gas exposure in both stalwart and midcap gassy […]

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