Archive for the 'nog' Category



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. .   Market Sentiment Watch: Friday wraps an extremely busy week for 4Q14 E&P reporting.  In today's post please find the natural gas inventory slide show (below expectations despite bitter widespread cold in the places that are gas intensive) and comments on several key to the ZLT names.  Ecodata Watch:  We get the 4Q14 GDP revision at 8:30 am […]


Tuesday Morning

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. . Market Sentiment Watch: Nervous market conditions persist for the broad markets. In energyland the combination of more visibility in capital budgets and the attempt to find a crude bottom (not a reversal but a bottom) is prompting a little bottom fishing and short covering. The heart of 4Q14 earnings season is 3 weeks […]


Monday Morning

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. . Market Sentiment Watch: Big first full week of the year culminating in Payrolls and highlighted mid week by a Fed statement that is likely to be little changed. In energyland, expect a big pickup in news flow over the next two weeks as many names have not yet given formal 2015 guidance. We […]


Wednesday Morning

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. . Market Sentiment Watch: Nervous group conditions persist despite the occasional bounce attempt. We see these bounces as noise until a) oil prices stabilize and b) E&Ps release their 2015 budgets and volume guidance. The release of the budgets removes one peg of uncertainty from the group (how much of a capex cut = how […]


Thursday Morning

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. . Market Sentiment Watch: All energy eyes focused on Iran and OPEC next week. Expect more OPEC ministerial chatter after Iran deadline passes on the 24th.  Energy is largely traction-less at the moment as moves amount to noise before next week. Gassier names are trying to put in bottoms having made oddly sympathetic moves […]

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