Archive for June, 2014


Monday Morning

. . Market Sentiment Watch: Short but important week for economic data with Payrolls arriving a day early due to the 4th of July holiday.  In energy land this is normally a quiet week. Next week we'd look for an uptick in pre quarter comments from E&P names getting out one last operations update prior to […]


Wrap – Week Ended 6/27/14

All questions under the wrap will be fielded in the Subscriber Mailbag section of the Monday post. Have a great weekend.  Got questions about the site or want to subscribe?  Email us at   Please click on the table below if it bleeds off the right hand side of your screen or use the […]



. .   Market Sentiment Watch: Welcome to the Friday summer doldrums.  Expecting news flow to dry up next week and then resume again one last time in the following week in the form of operations updates. Likely we get no warnings on the quarter as the weather has been favorable and completions at several of […]


Thursday – Oil Review Plus Natural Gas Preview Plus A Few Other Odds and Ends

. . Market Sentiment Watch: Fairly important reads on income and spending in today's economic data set.  In today's post please find the oil inventory review, the natural gas inventory preview, some comments on a long held name and some other odds and ends.  Housekeeping Watch – If you are new to the site or a […]


Wednesday Morning – SM

. . Market Sentiment Watch: Yesterday was a good example of hot money doing was it does best … not being very subtle.  As recently noted, the group has been running hard and the sellside has been, for the most part, merrily raising targets for little to no reason, accepting a higher multiple to avoid […]

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