Archive for November, 2019


Monday Morning

. Market Sentiment Watch:  In today’s post please find The Week That Was, the 5 Things, brief comments on COG, and some other odds and ends. In case you missed The Wrap please click here.   Ecodata Watch: We get the home builders’ index at 10 am EST (no forecast, last read was 71). The […]


Wrap – Week Ended 11/15/19

. . Free Stuff on SA this week: Magnolia – oily, high margin, low debt, free cash flow story. BE – 3Q19 Wrap. Questions and comments under The Wrap will be addressed in the Monday post. Questions about the site can be sent to We had one trade this week and the blotter is […]


Friday Morning – 3Q19 Wrap

. . Market Sentiment Watch:  In today’s post please find the the natural gas review (in line, likely we’ve peaked or come close to peaking with next week looking for a small draw), the oil inventory review (mixed bag, better internal next week but not as bad as the reaction we saw), our 3Q19 wrap, […]


Thursday Morning – Wind, OPEC Monthly

. . Market Sentiment Watch: Most eyes back on China as headlines point to a “snag”.  Ours are/have been on 5 key energy reports this week (so far, so benign). In today’s post please find the oil inventory preview (easy comps for crude this week; look for a bounce in throughput and exports), the natural […]


Wednesday Morning – BE, COG

. . Market Sentiment Watch: In today’s post please find the early read on oil inventories (API tonight, EIA tomorrow), the early read on natural gas inventories (very near peak storage now), an updated set of comments and cheat sheet for BE (see link), comments and an updated cheat sheet for COG, and some other […]

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