Archive for February, 2015



. .   Market Sentiment Watch: Friday wraps an extremely busy week for 4Q14 E&P reporting.  In today's post please find the natural gas inventory slide show (below expectations despite bitter widespread cold in the places that are gas intensive) and comments on several key to the ZLT names.  Ecodata Watch:  We get the 4Q14 GDP revision at 8:30 am […]


Thursday Morning – Earnings Avalanche

. . Market Sentiment Watch:  NFX wins best call of the season to date with 4Q call yesterday.  Who would have thought you could take the same disciplined approach for several years straight and yet go from goat to hero in the eyes of so many who didn't get it back then, especially now, with prices […]


Wednesday Morning – NFX, RRC, CLR

. . Market Sentiment Watch: Busy day with a busier day tomorrow as we enter the heart of 4Q14 reporting season (so please pardon the brevity in some areas of the post over the next few days).  In energyland, the groups continue to tread water as inventories build toward peak season levels.  In today's post please find comments […]


Tuesday Morning – ROSE, CRZO, MRD

. . Market Sentiment Watch: Yellen in focus. In energyland, another avalanche of earnings reports kicks off today and accelerates through the end of the week (comments may be more bullet like than usual as we attempt to cover 19 reports this week and multiple simultaneous releases and calls. In today's post please find comments […]


Monday Morning

. . Market Sentiment Watch: Market to begin to shift focus from Greece this week (and to a lessor extent from Ukraine) to Yellen as she testifies before congress over the next two days and speculation again reaches fevered pitch over if/when the Fed will finally get around to raising rates and if not, then why. In […]

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