. . Market Sentiment Watch: Energy gaining traction with a good amount of short covering in progress; see thoughts on this week’s oil news flow in the Commodity Watch section. In today’s post please find an updated cheat sheet for high margin gassy player CRK, the Gassy Player update, a couple of other cheat sheet […]
. . Market Sentiment Watch: Very busy week ahead on the energy earnings front. And it’s Fed week and Nonfarm Payrolls week. No big reports this week from OPEC or IEA but we do get the usual monthly update on Wednesday from EIA.In today’s post please find The Week That Was, an updated cheat sheet […]
. . Market Sentiment Watch: In today’s post please find the the natural gas review (in line, similar size injection next week looks likely), comments on the COG quarter (in line quarter, reduced guidance as they pull back on the production throttle to maximize free cash flow), a look at next week’s reporting names (very […]
. . Market Sentiment Watch: Market eyes shift back from Mexico to China. Energy eyes remain fixed on the STEO today, oil inventories tomorrow, and the OPEC and IEA Monthlies (with IEA providing their first 2020 guess) later in the week. In today's post please find the Bakken Players update, the early read on oil […]
. . Market Sentiment Watch: Light load on the economic data release front. Market to be focused on China (U.S. threatened China to not retaliate) in the wake of no deal last week. China said it will retaliate on June 1 and equity futures are off sharply in response. In energy land we get monthly reports […]
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