Archive for October, 2017


Wednesday Morning – RRC, VNOM, XOG

. . Market Sentiment Watch: Group seeking support as commodity prices continue to firm. In today's post please find the oil inventory preview, the natural gas inventory early read (expecting an injection slightly larger than in the prior week, expecting seasonal peak to come in below 3.95 Tcf now), comments on the VNOM quarter (pre announced a […]


Tuesday Morning

. . Market Sentiment Watch: Economic data likely less important this week than tax headlines and earnings. Energy land for the stocks looks traction less in the face of oil and natural gas resilience. Moves yesterday looked technical reflecting light volumes on a dearth of news ahead of 3Q report season which slowly gets underway next […]


Monday Morning – HAL

. . Market Sentiment Watch: Fairly light week on the economic data front. In energy land, 3Q earnings start to pick up with more Service and the first of the upstream gassy and oily names reporting. In today's post please find The Week That Was, the ZLT holdings graphs, this week's energy earnings calendar, comments on […]


Wrap – Week Ended 10/20/17

. . Questions and comments under The Wrap will be addressed in the Monday post.  .


Friday Morning

. . Market Sentiment Watch: Pre 3Q malaise should clear up beginning next week. In today's post please find the natural gas inventory review (much smaller than Street expectations / expect a modestly larger injection next week), the Permian short form table, the Permian Players historical fundamental graph set, comments on the SLB quarter (solid quarter, […]

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