Archive for August, 2016


Wednesday Morning – RICE, ECR

. . Market Sentiment Watch: Energyland and the broad markets remained mired in the middle of the summer doldrums. While Thursday and Friday will bring a lot more data to bear we expect increasing amounts of absenteeism as the 3 day weekend approaches. We continue to post a series of post quarter updates (this week […]


Tuesday Morning – SWN, COG

. . Market Sentiment Watch: Economic data slows today before accelerating into the weekend. News flow is likely to be quite slow this week and next. We do get new supply and demand data for natural gas and production data for oil tomorrow and we'll have the macro slide shows out on Thursday.  In today's post […]


Monday Morning

. . Market Sentiment Watch: Very busy week on the economic data front with stronger data likely pushing the likelihood of rate cuts higher in December if not by much in September. Not a major concern of ours. In energyland this is generally a quiet pre holiday week. We see our groups as in need […]


Wrap – Week Ended 8/26/16

. . The ZLT was down 1% last week and is up 36.9% YTD. The XOP was down 1% last week and is up 23.3% YTD. Questions and comments under the Wrap will be addressed in the Monday post.  .


Friday Morning – EGN

. . Market Sentiment Watch: Market nervously awaiting Yellen speech at Jackson Hole this morning.This too shall pass as what remains of summer (1 more week) doldrums draws to a close. In energy land eyes are drawn to month end data next week and our range bound pricing thoughts appear well set to persist into […]

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