Archive for the 'JAG' Category


12
Mar

Tuesday Morning – Permians

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. . Market Sentiment Watch: CERAWeek – tidbits of information emerging including notes that while U.S. shale has seen strong investment other regions are more than neglected (HES noting the Gulf of Mexico is on life support). In today's post please find the oil inventory preview (directionally normal headline numbers expected (crude build, product draws), the […]


05
Mar

Tuesday Morning – VNOM, JAG

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. . Market Sentiment Watch:  In today's post please find an updated VNOM cheat sheet and mini model, comments and an updated cheat sheet for JAG, the early read on oil inventories, comments in the Holdings Watch section, and some other odds and ends.  We continue to crunch data in the wake of the quarter. […]


01
Mar

Friday Morning – JAG, TPIC, ECR, SWN

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. . Market Sentiment Watch:  In today's post please find the the natural gas review, the monthly by state / region oil graphs with rig counts, comments on the JAG quarter (guidance should allay some spending fears), comments on the SWN quarter (in line, reiterated guidance), comments on the TPIC quarter, ECR becomes MR, and some other […]


20
Nov

Tuesday Morning – PE, JAG

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. . Market Sentiment Watch: All eyes on tech, home builders, retail sales and trade comments back and forth with China with ten days to go until G20 while Goldman says raise cash and slashes targets in multiple industries (notable hitting COG today, see below) while upping their rating on the defensive Utilities sector. In today's post […]


09
Nov

Friday Morning – JAG, So Far This Quarter 2nd Edition

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. . Market Sentiment Watch: All energy market eyes on crude as we have gone from 4 year highs to to 6 month lows in 5 weeks. Brent is suddenly below $70 and WTI is similarly below $60. In today's post please find the the natural gas review (bigger than expected injection, gas in storage remains […]

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