Archive for January, 2014


Wrap – Week Ended 1/31/14

Wrap comments will be included in the Monday post. 



. .   Market Sentiment Watch:  Market remains in fear mode to close January.  In today's post please find the natural gas inventory slide show, comments on the NOV quarter (nice beat), some requested quick and very basic reference graphs on the Permians and Gassy Players, comments on ROSE's operations update and 2013 reserves, and some other […]


Thursday Morning – Oil Review, Natural Gas Preview and A Number of Updates

. . Market Sentiment Watch: Economy not exactly catching fire and broad markets are yoyo-ing about in fear mode. In energyland commodities remain as or better than expected.  In today's post please find an updated pie chart of our gassier holdings after yesterday's round of additions in the gassy E&P space, a quick updated cheat sheet […]


Wednesday Morning

. . Market Sentiment Watch: All eyes on today's FOMC statement with investors wondering if the recent spate of sub expectation data (Payrolls, retail sales, housing, durable goods, etc) is good news for the market in terms of taper thoughts. We do not expect a shift in the Fed's plan to continue to taper on a monthly […]


Tuesday Morning – AR, CRZO, Other Stuff

. . Market Sentiment Watch: Most eyes should be on the Fed statement tomorrow with maybe one ear turned toward the State of the Union address tonight. Unlike in prior years where energy items on the SOU address were a potential threat, at least to the E&P realm, we don't see the President as likely making […]

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