Archive for February, 2018


Wednesday Morning – More Earnings

. . Market Sentiment Watch: Busy day. In today's post please find comments on the 4Q17 results from CPE, EOG, RSPP, OAS, and XOG, the oil inventory preview, the natural gas inventory preview (draw there still looks high to us), and some other odds and ends.  Our comments on the reporting names may be briefer in places than usual […]


Tuesday Morning – So Far This Quarter, JAG, CDEV

. . Market Sentiment Watch:  In today's post please find a fresh edition of So Far This Quarter (35+ names and counting as we move into Week 7 of the 4Q17 reporting season), comments on the CDEV quarter (beat, longer term oil guidance range, capex is high but balance sheet is very strong), comments on JAG (mixed bag […]


Monday Morning

. . Market Sentiment Watch: Busy week on the economic data front. Almost last rush of earnings from energy names (one more week after this one). In today's post please find an The Week That Was, the 4Q17 earnings calendar week 7, and some other odds and ends.  Ecodata Watch: We get Chicago Fed at 8:30 […]


Wrap – Week Ended 2/23/18

. . The ZLT was up ~ 3% last week and is down 8.3% on the year.  The energy groups were up 0.8% (gassy names) to 2.2% (oil service) on the week and are down in a range 12.6% (again, the gassy names are bringing up the rear) to down 4.3% (again, OIH) on the year.  See The […]


Friday Morning – COG

. . Market Sentiment Watch: In today's post please find the oil inventory review (better than expected headline numbers, largely driven by near record low net imports (back to 1991 to be lower!), and better than expected internals – see the Oil Inventory slide show for details and thoughts), the natural gas storage review (in […]

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