Archive for July, 2015


Wrap – Week Ended 7/24/15

. . Questions and comments under the Wrap will be addressed in the Monday post. Have a question about the site? Email . Click the link directly below this to … 


Friday Morning – COG

. .   Market Sentiment Watch: Same story different day. Selloff over done in our view but doesn't mean it stops now. We're closer to adding short term positions and generally not looking to punt long held positions now. Valuations are expected to look stretched after a price decline but after the recent re-drop, more names […]


Thursday Morning

. . Market Sentiment Watch: Baby and bathwater action continues in the group against he backdrop of renewed, strengthened negativity for oil prices in the near and ongoing apathy for natural gas.   In today's post please find the natural gas inventory preview, the oil inventory review (pretty neutral – build due to imports, production held flat […]


Wednesday Morning

. . Market Sentiment Watch: Group nervously eyeing the concept of traction but we see some fairly obvious forced selling in the market in some names (just margin calls or fund collapse it's hard to say).  Bigger than usual day for weekly data (see comments in the Commodity Watch section below). In today's post please find the […]


Tuesday Morning

. . Market Sentiment Watch: Another day without economic data. Yesterday the E&P group continued the prior week's sell off on no really move in the commodities (XOP off a whopping 3.7% in a day, WTI off 1.5%).  Our sense is that the recent move is well over done but we think it's going to take […]

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