Archive for the 'mcf' Category


09
Jun

Wednesday Morning

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. . Market Sentiment Watch: Oil at 2.5 year highs. Our low leverage, oily, under spending names are at or very near all time highs and improved sentiment in the space meets discipline for names we’ve held for years now and added to on dips, especially in spring of 2020. Natural gas has risen to […]


01
Oct

Tuesday Morning

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. . Market Sentiment Watch:  In today’s post please find the early read on oil inventories, the very early read on natural gas inventories, comments and a back of the envelope NAV on a requested name, comments on the 3Q order intake for VWDRY (last day of quarter flurry), and some other odds and ends.  […]


19
Oct

Thursday Morning

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. . Market Sentiment Watch:  In today's post please find the oil inventory review (mostly positive report with a bigger than expected crude draw (Nate impacted production, an EIA revisit of their weekly number, near record exports but more tame demand), the natural gas preview (good chance of smaller than Street injection but day to […]


02
Oct

Wednesday Morning – Shutdown Day 2

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Market Sentiment Watch: U.S. government remains shuttered but the good news is we get the EIA reports at least this week. Futures are off this morning over growing concern the shut down could linger and more than that, over Treasury Secretary Lew's comments last night that the U.S. is running out of "extraordinary measures" to pay its […]


31
Oct

Welcome Back Wednesday

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  Market Sentiment Watch: U.S. markets are open for business today. Look for somewhat heavy volumes as it's month end, year end for some, and window dressing time for many funds.  In today's post please find wrap for XCO earnings report from yesterday and a few other odds and ends. Today is a slow one on […]

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