Archive for the 'Uncategorized' Category


23
Feb

Thursday Morning – Earnings Avalanche Plus Dualing Inventory Reports

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. . Market Sentiment Watch: Sentiment remains poor. Energy sector continues into third month of under-performance after a strong 2016.  We are now in the middle of earnings season and we have not received the expected ramp into the reports that was expected with higher prices, a ramp that would normally make sense given the lack of real […]


21
Feb

Tuesday Morning

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. . Market Sentiment Watch:  In energy land the 4Q16 reporting season heats up and we have a dozen owned names reporting between Wednesday and Friday.  In today's post please find The Week That Was, this week's energy earnings calendar, and some other odds and ends.  Ecodata Watch: We get Markit Manufacturing PMI at 9:45 […]


19
Feb

Wrap – Week Ended 02/17/17

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. . The ZLT was off 1.3% last week and is down 3.6% year to date. The XOP was down 2.6% last week and is down 5.1% year to date. The energy space subsectors are down from 3.0% (oil service) to 5.0% (oil majors) year to date after posting strong performances in 2016 (well, all but the […]


17
Feb

T.G.I.F.

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. . Market Sentiment Watch: Expect a dull options expiry driven session. In today's post please find the natural gas inventory review (sub expectations withdrawal pushes another new 2017 low price test), comments on the PES quarter (miss on one time items but activity ramp is at hand and accelerating), a wrap up cheat sheet and […]


16
Feb

Thursday Morning – LPI

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. . Market Sentiment Watch:  In today's post please find the oil inventory review (mixed bag with imports coming off recent too high and unsustainable levels, a new easily record high for crude on the positive side but lower demand for gasoline apparently due to weather as gasoline exports shot anomalously lower produced another build […]

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