Archive for the 'nog' Category


28
Feb

T.G.I.F.

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. .   Market Sentiment Watch: Wrapping up a busy week of earnings with another set of key name 4Q13 reports. In today's post please find the natural gas inventory slide show, comments on the 4Q13 results at SWN (in line quarter and big Fayetteville and Marcellus wells but Brown Dense still a waiting game), KOG (fine on pre-announced […]


30
Jan

Thursday Morning – Oil Review, Natural Gas Preview and A Number of Updates

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. . Market Sentiment Watch: Economy not exactly catching fire and broad markets are yoyo-ing about in fear mode. In energyland commodities remain as or better than expected.  In today's post please find an updated pie chart of our gassier holdings after yesterday's round of additions in the gassy E&P space, a quick updated cheat sheet […]


10
Dec

Tuesday Morning – TPLM

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Market Sentiment Watch: Economic data to provide little guidance until Thursday in the States but more overnight data out of China point to what some call mixed and we call very strong economic results. Chinese retail sales up 13.7% and industrial output up 10% (which was the mixed part since October was up 10.3%).  We watch […]


08
Nov

Friday Morning – More 3Q13 Reports

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Market Sentiment Watch: Payrolls came in much higher than forecast and in true "good news is bad news" fashion futures rolled over. YoYo market in progress of sorting itself with profit taking hitting 3Q beats and bricks alike. We largely sit on our hands through these little storms, adding opportunistically to stories we like but with a […]


17
Oct

Let’s Make A Deal Thursday

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  Market Sentiment Watch: Market direction still dominated by D.C. comics as the House and Senate agree on a bill to send to the President who then signs it at the last minute. In energy land the group is getting overly frothy and we would not be surprised to see some fairly sharp profit taking in […]

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