Archive for January, 2014


Monday Morning

. .    Market Sentiment Watch: Equity market took it's first serious steps towards a meaningful dip at the end of last week over China and other emerging market growth fears. Many eyes will now be on the mid week FOMC statement and our sense is that we'll see another $10 B taper. Anything less […]


Wrap – Week Ended 01/24/14

Somewhat better tone last week as the gassy names reflected firmer pricing and helped to lift the ZLT slightly on the week despite the market backdrop. Note the crushed net short position but still quite high absolute short position (legacy shorts are likely starting to be quite concerned). $5+ natural gas is not sustainable but storage […]


Friday Morning – Oil and Natural Gas Inventory Review Plus ATHL, EOX, RICE and More

. . Market Sentiment Watch: Busy day.  In today's post please find the oil and natural gas inventory reviews (both pretty much as expected) with the normal detailed comments and a gas macro catalyst page update, an RSPP catalyst list addendum, thoughts on the EOX operations update (guidance set to rise here next month), ATHL (stronger […]


Thursday Morning – Dualing Inventory Reports Plus

. . Market Sentiment Watch: Market's only taste of real economic data comes today and China PMI set the stage early for a slighter weaker open. In energyland the group has taken on a somewhat more green tone boosted by oil and natural gas prices and while we are pleased to see a little more […]


Wednesday Morning – Rice and Beans

. . Market Sentiment Watch: Market focused on weak tech earnings while energy is finding it's sideways trading with a littel help from positive operations updates and stability on in both commodities. In today's post please find a quick look at the RICE IPO, expected to price later this week and comments on TPLM's FY2015 Guidance (in […]

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