Archive for the 'oas' Category


11
Dec

Thursday Morning

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. . Market Sentiment Watch: Nervous market conditions persist. In today's post please find the natural gas inventory preview, the oil inventory review (near record refinery utilization met a new cycle high for production and a bounce in imports), more comments on the OAS view for 2015 along with some comments and our thoughts on their presentation […]


10
Dec

Wednesday Morning

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. . Market Sentiment Watch: And on the 5th day, the market created green. For the nimble fish out there, it's likely they could do well by trading a pattern of 4 red to the 1 obligatory green day per week in the group.  That's obviously not our game. Please see our counter sell side comments on TPLM in […]


21
Nov

Friday Morning

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. .   Market Sentiment Watch: With no economic data to be released today and option expiry we would normally expect a dull session. However, the first rate cut from China in over two years and dovish comments from the ECB are sending futures higher early. In energyland, all eyes remain locked on Iran nuclear […]


11
Nov

Tuesday Morning

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. . Market Sentiment Watch: Thank you veterans. One of my favorites happens to be Pop, my wife's grandfather and a former B17 navigator over Italy. Our thoughts are with him today.  Nervous group market conditions persist as E&P and Service continue to closely eye oil prices as the energy markets in general continue to largely form […]


05
Nov

Wednesday Morning

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. . Market Sentiment Watch: Nervous market and extremely nervous group conditions continue. In energyland, focus remains on oil and there may be a slight positive seen for the sector out of yesterday's shift in the Senate. In today's post please find comments on a number of owned and unowned names we care about the Stuff section. We […]

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