Archive for the 'Uncategorized' Category


29
Mar

Wednesday Morning – CRZO

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. . Market Sentiment Watch: All eyes on inventories. In today's post please find comments and an updated cheat sheet for CRZO (underperforming for the wrong reasons), the oil and natural gas inventory previews, and some other odds and ends.  Ecodata Watch: We get Pending Home Sales at 10 am EST (no forecast, last read was -2.8%).  […]


28
Mar

Tuesday Morning – Multiples Updates

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. . Market Sentiment Watch:  In today's post please find comments on JAG with an updated cheat sheet, the early read on oil inventories, the weekly short form valuation tables for the Permian (this week adds JAG and CDEV), the Wattenbergs, and the Bakkens, and some other odds and ends.  Ecodata Watch: We get Case-Shiller […]


27
Mar

Monday Morning

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. . Market Sentiment Watch: Economic data likely to again take a backseat to concerns over the Administration's ability to push its agenda across the goal line although the next goal line is likely to arrive in late summer. In energyland near term sentiment will focus on crude oil inventories (looking for non threatening imports, […]


26
Mar

Wrap – Week Ended 3/24/17

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. . The ZLT was down a little over 1% last week and is down 12.3% YTD.  The XOP was down 3% last week as is down 15.0% on the year.  Questions and comments under The Wrap will be addressed in the Monday post.  .


24
Mar

Friday Brief Post

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. . Market Sentiment Watch: This will be thin as we hit the office just before midnight last night and will be addressing outstanding questions from this week, both from the comments section of the Monday-Thursday post and from emails today. It's good to be back and to have missed most of what was a […]

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