Archive for the 'MR' Category


10
Sep

Tuesday Morning – Gassy Players Update

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. . 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 […]


20
Aug

Tuesday Morning – Gassy Cheat Sheets

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. . Market Sentiment Watch:  In today’s post please find updated cheat sheets for MR, RRC, and SWN along with some brief post quarter comments, the early read on oil inventories, the very early read on natural gas inventories, and some other odds and ends including more insider buying.  Look for the Gassy Players Short […]


07
Aug

Wednesday Morning – Earnings Avalanche

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. . Market Sentiment Watch: Tariff war fears weighing on energy sentiment more than anything at this time (for commodities (worry over demand) and equities(dislocated from commodities already)). In today’s post please find the oil inventory preview (consensus looking for more crude draws, Cushing coming down and API reflected in line draws on both oil […]


09
Jul

Tuesday Morning – GPOR, MR

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. . Market Sentiment Watch: In today's post please find the early read on oil inventories (more crude draw down expected, likely with a reversal lower in net imports), the very early read on natural gas inventories, comments and a cheat sheet update for GPOR,  comments and a cheat sheet update for MR (gassy name slowing activity; other […]


22
May

Wednesday Morning – MR

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. . Market Sentiment Watch:  In today's post please find the oil inventory preview (after the close API reported a modestly bearish update as weeklies go … we expect this week's EIA report to be distorted by Gulf Coast related noise), the natural gas inventory preview (one of the last big injections of 2019), comments […]

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