Archive for February, 2016


Monday Morning

. . Market Sentiment Watch: Economic data flow increasing throughout the week ending in the NFP number and accompanied by more speculation on the timing and direction of the next Fed move (flat seemingly likely for longer before the next hike).  In energyland, earnings season has peaked and we'll be putting out a flood of cheat sheet […]


Wrap – Week Ended 02/26/16

. . The ZLT D was up 3.3%, in line with the XOP move. While crude continues to build as expected during the maintenance season, lower production levels are clearly making themselves felt in the significantly smaller size of the build year to date in 2016 vs the same period in 2015 and production is […]


T.G.I.F. Meets Earnings Onslaught Day 2

. . Market Sentiment Watch: Oil continues to roil  the broad and energy markets. We've got a lot better picture of just how much capex is getting whacked and will have updated tables out next week.  In today's post please find comments on four names of interest reporting 4Q15 results as well as the natural gas […]


Thursday Morning – Earnings Avalanche Day 1 for 4Q15

. . Market Sentiment Watch:  Each quarter we get two to three days where the quarterly reports really pile up.  This is one of those days and due to time constraints our comments may be thinner than normal and response times to questions may be slightly delayed due to the 11 calls we'll be on, live […]


Wednesday Morning – MRD

. . Market Sentiment Watch: In energyland all ears on what OPEC players have to say next after repeated peaks and valleys in trader sentiment over the last three weeks. In today's post please find the oil and natural gas inventory report previews, comments on the MRD quarter, comments on GDP's plan as the clock winds […]

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