Archive for the 'Uncategorized' Category


02
Dec

T.G.I.F.

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. . Market Sentiment Watch: Market eyes on Payrolls as case strengthens for December hike. In energy land, stocks and oil likely are likely to establish a new sideways trading zone near term instead of extending the week's big moves, at least for the leadership names.  In today's post please find the natural gas inventory […]


01
Dec

Welcome To December – Macro Thursday

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. . Welcome To December:  Subscriptions to Zman's Energy Brain make great stocking stuffers.  Market Sentiment Watch: Just monster moves up yesterday with 15 to 20% moves in our core names being common by the end of the day. We're keeping a close eye on valuation and will prune where necessary. In energyland, look for […]


30
Nov

Wednesday Morning

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. . Market Sentiment Watch: All eyes on OPEC. In today's post please find the oil and natural gas inventory previews, cheat sheets for OAS and CLR, and some other odds and ends.  Posted early given OPEC notes below the post starting early.  Ecodata Watch: We get ADP employment at 8:15 am EST (no forecast, last read […]


29
Nov

Tuesday Morning – Permian Players Update Table

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. . Market Sentiment Watch: We get a raft of economic data tomorrow. In energyland we're expecting another fairly quiet day today in front of the OPEC meeting which, as every six months, we'll be up early, listening to the overnight comments from Vienna prior to door closing and then the meeting notes. In today's […]


28
Nov

Monday Morning – CDEV Bolts On More Delaware

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. . Market Sentiment Watch: Back to work as the economic data pours in (after today). In energy land expect volatility throughout the week with OPEC rumors and then OPEC news on Wednesday. Expect wide swings. If you missed The Wrap please check it out here. In today's post please find The Week That Was, comments […]

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