Archive for March, 2015


Wednesday Morning Short Form Post

. . Market Sentiment Watch: Out of pocket on break but will be around a bit more today. Back to normal tomorrow. In today's post please find the oil and natural gas inventory previews and some comments on WLL.  Ecodata Watch: We get Durable Goods at 8:30 am EST (F = 0.1%, last read was 2.8%) In […]


Spring Break Friday

. .   Market Sentiment Watch: In today's post please find the natural gas inventory slide show (essentially inline withdrawal lands us in lower half of expected 2015 trough storage), some state oil production graphs of interest, and some other odds and ends. Please see the Housekeeping Watch at the bottom of the post. People Say […]


Thursday Morning – OAS

. . Market Sentiment Watch: Fed out of the way after giving the market pretty much exactly what it wanted yesterday (that's debatable but market reaction to comments was not). Our sense was that the Fed for the first time in recent history may have been talking to tame the dollar and it makes one wonder […]


Wednesday Morning

. . Market Sentiment Watch: Nervous market conditions back in force over the last week.  In focus today, The FOMC decision followed by what will be the most parsed press conference of Janet Yellen's tenure to date. In energyland, the E&P group has very little traction at the moment as we approach peak inventories. After writing about nervous […]


Tuesday Morning – RSPP

. . Market Sentiment Watch: Fed tomorrow has the nearly undivided attention of most market participants. Energyland continues to eye bits of commentary coming from closed door negotiations with Iran. In today's post please find comments on the RSPP 4Q14 results (much higher than expected volumes, low debt high growth story intact), a secondary filing for CRZO […]

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