Archive for February, 2017


Wednesday Morning

. . Market Sentiment Watch: Short post today as we are traveling until mid day. In today's post please find comments on the NFX quarter, comments on the CXO quarter and some other odds and ends.  Ecodata Watch: We get Existing Home Sales at 10 am EST (F = 5.55 mm, last read was 5.49 […]


Tuesday Morning

. . Market Sentiment Watch:  In energy land the 4Q16 reporting season heats up and we have a dozen owned names reporting between Wednesday and Friday.  In today's post please find The Week That Was, this week's energy earnings calendar, and some other odds and ends.  Ecodata Watch: We get Markit Manufacturing PMI at 9:45 […]


Wrap – Week Ended 02/17/17

. . The ZLT was off 1.3% last week and is down 3.6% year to date. The XOP was down 2.6% last week and is down 5.1% year to date. The energy space subsectors are down from 3.0% (oil service) to 5.0% (oil majors) year to date after posting strong performances in 2016 (well, all but the […]



. . Market Sentiment Watch: Expect a dull options expiry driven session. In today's post please find the natural gas inventory review (sub expectations withdrawal pushes another new 2017 low price test), comments on the PES quarter (miss on one time items but activity ramp is at hand and accelerating), a wrap up cheat sheet and […]


Thursday Morning – LPI

. . Market Sentiment Watch:  In today's post please find the oil inventory review (mixed bag with imports coming off recent too high and unsustainable levels, a new easily record high for crude on the positive side but lower demand for gasoline apparently due to weather as gasoline exports shot anomalously lower produced another build […]

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