Archive for December, 2018


Wrap – Week Ended 12/21/18

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


Friday Morning – PE

. . Market Sentiment Watch: Busy day on the economic data front. Market could use some better than expected numbers. Sitting on hands.   In today's post please find the the natural gas review (bigger than expected withdrawal; as expected, preliminary data reflect a much much smaller withdrawal next week), an updated cheat sheet for PE, comments […]


Thursday Morning

. . Market Sentiment Watch: Sitting on hands. Oil is increasingly ignoring a number of price supportive signs from OPEC+ commitment to reducing global oil stocks, to decelerating U.S. production (we've had two large U.S. shale companies guide activity lower in this week and more will follow), to rising risk in the Middle East, instead […]


Wednesday Morning – FANG, REI

. . Market Sentiment Watch: Fed in focus. Oil increasingly sloppy and overdone. Note the Saudi comments in the Commodity Watch section. In today's post please find the oil inventory preview, the natural gas inventory preview, price deck watch comments, comments on the FANG (guiding to free cash in 2019 with minimal hit to production), comments […]


Tuesday Morning – CRZO

. . Market Sentiment Watch: Sloppy trading continues with broad market acting as a bad backdrop for everything. News flow in the group is at a crawl.  In today's post please find comments and an updated cheat sheet for CRZO (keeping it on the front radar but doing nothing for now), the oil inventory preview, […]

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