Archive for January, 2016


Monday Morning

. . Market Sentiment Watch: Likely a less active day with the northeast snow day.  All eyes on the language in the Fed announcement mid week. In energyland, oil is seeing modest profit taking this morning after Friday's sharp bounce and all eyes will be on this week's inventory reports as U.S. throughput declines further and we […]


Wrap – Week Ended 1/22/16

. . Questions and comments under The Wrap will be addressed in the Monday post.  . Click the link directly below this to … 


Friday Morning

. . Market Sentiment Watch: Volatility remains high. In today's post please find comments on the weekly natural gas storage report (inline withdrawal), the oil inventory report (bigger than expected headline crude number but a nice bounce in apparent gasoline demand and oil production is set to start tracking lower again near term), a follow up on the HK […]


Thursday Morning – Dualing Natural Gas and Inventory Reports

. . Market Sentiment Watch: Extreme fear conditions persist (broad market and energy markets). We continue to do our homework and be patient. In today's post please find the oil and natural gas inventory previews, comments on ESTE, comments on PDCE's reserves, comments on HK (surprise conference call today), comments on SWN (40% workforce reduction), and some other odds […]


Wednesday Morning

. . Market Sentiment Watch: Market in fear mode. In energyland, the debt and equity buyers strike continues leading to gaps lower in prices even without commensurate reductions in fundamentals (we noted OAS down 30% since just before the holiday's yesterday with EBITDA down 6% but there are many examples). Like others (apparently), we continue […]

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