Archive for January, 2015



. .   Market Sentiment Watch: Nervous market conditions continue. Several segments are showing signs of traction relative t oil and gas prices. In today's post please find the natural gas inventory slide show (smaller than expected), SJDCF 4Q comments (nice quarter, going to maintenance mode), and some other odds and ends.  Ecodata Watch:  We get 4Q GDP at 8:30 am […]


Thursday Morning

. . Market Sentiment Watch: Nervous market conditions persist, especially in the energyland with upstream and Service names keying off yesterday's second big crude stocks build of the year (see our slide show below). Also yesterday's opening comments regarding not rushing in willy nilly to add on every bout of group weakness.  In today's post please […]


Wednesday Morning – Oil Inventory Preview – CRZO, SYRG

. . Market Sentiment Watch: All eyes on the Fed today. In energy land the groups are diverging from the broad market but medium and long term sentiment remains uneasy at best in light of a still large undisclosed portion of the E&P aggregate budget, oil and natural gas price unrest (oil likely to weigh again […]


Tuesday Morning – Wattenberg, CRZO

. . Market Sentiment Watch: Nervous analyst conditions persist. In today's post please find an updated look at the Wattenberg Players table with a few notes, some comments on the CRZO analyst day (another name whacks capex and adopts a hold flat with 4Q level's type 2015 production profile), and a few other odds and ends.  […]


Monday Morning

. . Market Sentiment Watch: Slow week on the economic data front punctuated by the mid week release of the FOMC notes but we note that it is an off month in terms of press conferences and we would not expect a lot new from the Fed this month. Over the course of this week, we expect the resumption […]

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