Archive for the 'Uncategorized' Category


24
Oct

Friday Morning

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. .   Market Sentiment Watch: Nervous market conditions continue and the sideways trade in Energyland continues to form up while oil prices knee jerk to each tiny scrap of OPEC related commentary.  In today's post please find the natural gas inventory slide show (slightly better than expected, expect more rapid roll off in injection over next […]


23
Oct

Thursday Morning

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. . Market Sentiment Watch: Nervous market continues. In energyland we get another dose of Service earnings (we find today's less information laden in general) and are looking forward to the first E&Ps of the season on tomorrow and then into next week. For now, all eyes are still focused on what OPEC will or won't do […]


22
Oct

Wednesday Morning

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. . Market Sentiment Watch: Another day with little in the way of newsworthy ecodata in the U.S.  Traction in energyland remains tentative as the E&P and Service groups make an effort to begin sideways trading in advance of the meat of E&P earnings season (some of the large E&Ps will be offering their thoughts […]


21
Oct

Tuesday Morning

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. . Market Sentiment Watch: Nervous market conditions continue. In energyland nerves remain frayed. Our sense is that we are in the early days of bottoming action (sideways trading) in both E&P and Service. The combined comments out of BHI, SLB, and HAL regarding the near and long term activity expectations can be summed up as […]


20
Oct

Monday Morning – HAL, REXX

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. . Market Sentiment Watch: Slow week on the economic data front. In energy land 99% of eyes remain on OPEC and oil prices. We're looking for a bit of stabilization there near term.  In today's post please find The Week That Was (lots in there as always, worth your time to read), comments on the […]

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