Archive for January, 2012


Tuesday Morning – Natural Gas Supply Slide Show Plus REXX, MHR, SSN, and More.

Market Sentiment Watch: Busy Day. In today’s post please find the natural gas supply slide show, an updated quick look at MHR pro forma the ongoing deals, comments on the REXX offering, another preview of oily yield play WHZ, and quick earnings snapshots at XOM, VLO, and HP. Later this week look for us to […]


Greek Fire Monday

Market Sentiment Watch: ¬†Greek debt back front and center for market today. Otherwise, busy week on the economic data front culminating in nonfarm payrolls on Friday so expect Monday and Tuesday volatility followed by a slower grind into week’s end. In energyland everyone is waiting for the next big natural gas production curtailment. CHK’s 0.5 […]


Wrap – Week Ended 1/27/12

It was a much more interesting first week of energy earnings than the numbers below suggest. Full comments plus a wrap of HAL, CLB and other earnings last week and next week’s calendar in the Monday post. Here’s the CRR article from December 6th if you missed it. Shiny and Smooth But Costly Here’ s […]


GDP Friday

Market Sentiment Watch: GDP came in slightly light to expectations. The L-shaped recovery continues and I can’t really complain about about the sequential increase here. Government purchases were down sharply in the quarter helping to pull the headline number off of consensus as defense spending slowed. The consumer In today’s post please find a early […]


Thursday – Oil Review, Natural Gas Preview Plus IPO Watch and CRR Earnings

Market Sentiment Watch: Fed goes lower for longer and the crow goes wild. That pretty much sums up yesterday as equity markets pushed higher taking crude up slightly and our group to the strongest levels we’ve seen (for the oily names) in quite some time. Today is another busy day for economic releases but tomorrow’s […]

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