Archive for March, 2017



. . Market Sentiment Watch: Last trading day of the quarter, expect volatility. In today's post please find an updated cheat sheet for FANG, an updated and expanded quick view multiple page for the Permians, things to look for in the week ahead (including the full Natural Gas Macro slide set in Monday's post), and some other […]


Thursday Morning

. . Market Sentiment Watch:  In today's post please find the oil inventory review (record for week of year throughput and gasoline demand, near record distillate demand, a big bounce in oil exports), the natural gas preview (expected to be better than year ago and five year average again but nearly moot as thoughts turn […]


Wednesday Morning – CRZO

. . Market Sentiment Watch: All eyes on inventories. In today's post please find comments and an updated cheat sheet for CRZO (underperforming for the wrong reasons), the oil and natural gas inventory previews, and some other odds and ends.  Ecodata Watch: We get Pending Home Sales at 10 am EST (no forecast, last read was -2.8%).  […]


Tuesday Morning – Multiples Updates

. . Market Sentiment Watch:  In today's post please find comments on JAG with an updated cheat sheet, the early read on oil inventories, the weekly short form valuation tables for the Permian (this week adds JAG and CDEV), the Wattenbergs, and the Bakkens, and some other odds and ends.  Ecodata Watch: We get Case-Shiller […]


Monday Morning

. . Market Sentiment Watch: Economic data likely to again take a backseat to concerns over the Administration's ability to push its agenda across the goal line although the next goal line is likely to arrive in late summer. In energyland near term sentiment will focus on crude oil inventories (looking for non threatening imports, […]

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