. . 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: All eyes on Fed, Trump reaction to Fed, and G20. Energy eyes squarely focused on weekly oil inventory report. In today's post please find the oil inventory preview (another benign report expected; API was fairly boring overnight; need to see higher throughput and tame net imports and bigger crude draws soon), […]
. . Market Sentiment Watch: In energyland, all eyes on the U.S. President speaking at the U.N. today as he comments on Iran (he rejected the idea of a meeting with Rouhani earlier this morning) and probably OPEC as well. In today's post please find the oil inventory preview (Street looking for a fairly benign looking […]
. . Market Sentiment Watch: Busy day in energy land so let's get to it. In today's post please find comments on the 2Q14 reports from EOX (nice beat and a size acreage add on the cheap), ROSE (strong volumes, nice wells in Reeves), CRZO (also a nice beat, raising oil growth guidance, again). Please […]
. . Market Sentiment Watch: Fairly important reads on income and spending in today's economic data set. In today's post please find the oil inventory review, the natural gas inventory preview, some comments on a long held name and some other odds and ends. Housekeeping Watch – If you are new to the site or a […]
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