Archive for August, 2013


Wrap – Week Ended 08/23/13

Comments will be included in the Monday post.  We did a full Bakken update on Friday, in case you missed it click here. The Blotter is updated


T.G.I.F. Plus Bakken

Market Sentiment Watch: All eyes on Jackson Hole and comments from Fed players today. The headlines are already scrolling by with Lockhart talking a possible September taper if the data get him there. More importantly, he see unemployment substantially lower by the end of this year. In today's post please find the weekly natural gas storage slide […]


Thursday – Oil Review and Natural Gas Preview

  Market Sentiment Watch:  YoYo market day 3. Market boosted early by somewhat improved Chinese data after taking a dim view of Fed minutes yesterday. We continue to think economic growth is preferable to stimulative Cool-aid but do that Fed members discussed lowering one of their guides for determining when to taper, unemployment. High unemployment has helped […]


Wednesday Morning – EXXI Plus Some Other Odds and Ends

Market Sentiment Watch: YoYo market engaged. All eyes on the Fed minutes. In today's post find another post quarter installment of Play Takeaways (not much new on the positive side for this one but there are a few glimmers), comments on the EXXI quarter (nice little beat on the EBITDA line for a volume pre-announced quarter […]


Tuesday Morning – Fed Fear Persists

Market Sentiment Watch: Very summer quiet post 2Q release to pre holiday (yes it's 2 weeks away but people swtill have their eyes on one last trip to the beach while they await further reads on what the Fed may or may not do in September and who may or may not be in charge […]

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