07
May
Market Sentiment Watch: Aussie rate cut and German goods orders buoy and otherwise somewhat bored looking (no really good ecodata until later in the week) U.S. market. Another very busy day in energy earnings today. In the post please find quarterly comments from a half dozen names of interest including a blow out quarter from EOG and a [...]
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Posted in CRZO, eog, GDP, MPO, nog, rose, Uncategorized | 148 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 »
19
Dec
Market Sentiment Watch: A bit of Christmas rally in the air as Fiscal Cliff talks appear to make a little forward progress and S&P grants Greece a nodding approval rating of Stable. Energy was buoyed by the broad markets and higher commodity prices and we took the opportunity to exit some more calls but otherwise [...]
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Posted in kog, nog, swn, Uncategorized | 107 Comments »
29
Nov
Market Sentiment Watch: Market of the moment, moving with the whim of congress. This keeps our activity levels somewhat subdued as headlines swing in the morning from "Stocks Fall on Cliff Worries" with all news sources reflecting doom to "Stocks Rally on Cliff Hopes" by the afternoon. Silly action. Commodities largely took it on the [...]
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Posted in eog, kog, nfx, nog, RRC, SJT, Uncategorized | 185 Comments »