Archive for the 'oas' Category


26
Feb

Thursday Morning – Earnings Avalanche

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. . Market Sentiment Watch:  NFX wins best call of the season to date with 4Q call yesterday.  Who would have thought you could take the same disciplined approach for several years straight and yet go from goat to hero in the eyes of so many who didn't get it back then, especially now, with prices […]


03
Feb

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 […]


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 […]

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