Archive for the 'JAG' Category


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 […]


14
Aug

Tuesday Morning – PE, JAG, AMR, MGY

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. . Market Sentiment Watch: Group watching oil closely now in the wake of updates over the last week from EIA STEO, IEA, and OPEC. In today's post please find comments and an updated cheat sheet for PE, comments and an updated cheat sheet for JAG, comments on the AMR quarter, and some other odds […]


10
Aug

T.G.I.F.

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. . Market Sentiment Watch: Earnings season slowing down.  Look for a number of end of quarter updates next week.  In today's post please find the the natural gas review (in line to slightly light; storage remains well over half a T low to the five year average, now at lowest level on record for this […]


12
Jul

Thursday Morning – JAG

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. . Market Sentiment Watch: Trade war fears looming larger  … again. In energy land news flow remains characteristically-for-time-of-year quiet. Expect a pickup beginning next week. In today's post please find the oil inventory review (monster crude draw on a temporary sag in imports, otherwise a positive side of neutral type report), the natural gas preview, […]

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