Archive for the 'SJT' Category


30
May

Thursday Morning

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. . Market Sentiment Watch: China trade war fear remains front and center. In today's post please find the oil inventory preview (API weekly was a bit more positive last night), the natural gas inventory preview (Street expecting an injection that is in line with last week and a bit below our own read), comments and […]


26
Sep

Tuesday Morning – SJT

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. . Market Sentiment Watch: Oil officially in bull market.  Group continues to find traction. In today's post please find the early reads on oil and natural gas inventories, comments and a cheat sheet with mini-model for SJT, short interest stats graphs for the ZLT, and some other odds and ends.  Ecodata Watch: We get Case-Shiller […]


18
May

Wednesday Morning – SJT, VNOM

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. . Market Sentiment Watch: Market to focus on the monthly parsing of the Fed minutes for clues as to Fed's next move. Good luck with that. In today's post please find the oil inventory preview, comments on gassy underfunded yield play SJT and oily well funded yield play VNOM, CLR, and some other odds and ends.  Ecodata Watch: We get […]


24
Sep

Thursday Morning

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. . Market Sentiment Watch: In energyland the last week has seen a return to a lack of traction as news flow remains minimal which is normal for this time of year. Shopping list names are treading water (in fairly wide bands) and mostly not breaking down while names with 2 to 3+ debt /EBITDA situations or with […]


07
Aug

Thursday Morning – MTDR, AR, LPI, GPD, SDCJF, FTK and More

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. . Market Sentiment Watch: More Earnings  In today's post please find the oil inventory review, the natural gas inventory preview, more 2Q14 report coverage (AR (pre announced volumes, miss on price), MTDR (nice beat), FTK (miss with stronger second half trends), and some other odds and ends including a couple of misses by GDP and LPI.  GDP […]

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