Archive for April, 2013


Tuesday Morning – More 1Q13 Earnings

  Market Sentiment Watch: Market should start trading with some sense of trepidation in front of Friday's payrolls numbers but it's definitely in "Wall of Worry" mode of late. In today's post please find comments on the quarterly results from VLO (big) and CRK (OK) as well as brief comments on the GLF and ESV quarters […]


Monday Morning

      Market Sentiment Watch:  More important week ahead on the economic data front as nonfarm payrolls are more market moving of late than things like somewhat soft GDP.   In energyland most eyes are likely trained on whether or not oil can sustain itself above $90 after last week's mini bounce. We're fine with […]


Wrap – Week Ended 4/26/13

Comments will be included in the Monday post. In brief, 1Q13 E&P earnings began in earnest last week and were largely in line with to slightly better than expectations. Guidance was largely reiterated. There were few real surprises. On the Service side, where we have minimal exposure, investor and analyst confidence was somewhat shaken in […]



    Market Sentiment Watch:  Economic data continue to bounce about with jobs dating showing continued modest improvement but hard goods data showing more sluggishness.  In today's post please find comments on yesterday's natural gas inventory report (further into deficit vs the five year on the pervasive mildness in the midsection south and cold in […]


Thursday Morning – Lots More Energy Earnings

  Market Sentiment Watch:  Energy earnings season = so far, so good, no big surprises either way. This is the busiest day quarter to date in energy earnings land so some of our comments will be briefer and more to the point that usual. In the post please find the weekly oil inventory review, the natural […]

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