Archive for April, 2014


Wednesday Morning – REXX, NFX

. . Market Sentiment Watch: All eyes should be on the Fed and the economic data dump of the next few days. In today's post please find the oil and natural gas inventory previews (and note that later today we get the latest macro read on natural gas) and comments on the REXX (nice beat) […]


Tuesday Morning – FTK, RRC and More

. . Market Sentiment Watch: Economic data should increasingly take center stage as the week progresses. In today's post please find comments on a number of owned and unowned names reporting 1Q14 results as well as thoughts on tomorrow's set of reporters. Ecodata Watch: We get Case-Shiller home prices at 9 am EST (no forecast, last read […]


Monday Morning – 1Q14 Earnings Season Continues …

. .    Market Sentiment Watch: Big week for economic data with multiple housing data points, reads on the consumer, a Fed statement, and payrolls (which should be relatively clean of winter weather). We also get a swarm of owned-name 1Q14 earnings as the E&Ps really start to report this week. In today's post please find […]


Wrap – Week Ended 04/25/14

Questions will be addressed in the Subscriber Mailbag section of the Monday post. Have a great rest of your weekend. 



. .   Market Sentiment Watch: Ukraine tensions keeping a lid on the market (so the headlines say) and supporting near term crude prices. In today's post please find the natural gas inventory slide show (3rd injection of the season is bigger than expected … near term trend starting), a number of wrap comments from yesterday' […]

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