Archive for the 'Uncategorized' Category


10
Jan

Thursday Morning – Permian Players

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. . Market Sentiment Watch: Shutdown continues but market remains primarily focused on China hopes. In today's post please find the oil inventory review (as end of year time noisy as expected), the natural gas preview (consensus continues to call for a much smaller than normal one, trough estimates likely to rise), the Permian Players Group […]


09
Jan

Wednesday Morning – FANG

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. . Market Sentiment Watch: Energy land news flow remains light but is starting to increase. We continue to prep for the 4Q18 reporting season and will be taking a look at some new areas soon.  In today's post please find a Catalyst List Watch Update, an updated cheat for FANG, comments on PES, and some other odds […]


08
Jan

Tuesday Morning – CPE

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. . Market Sentiment Watch: China trade hopes, tech worries (Samsung warned), and shutdown in focus. In today's post please find our first Catalyst Update of the 4Q18 season, an updated CPE cheat sheet to go with it, some comments on electricity, and some other odds and ends.  Ecodata Watch: The NFIB small business came in […]


07
Jan

Monday Morning

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. . Market Sentiment Watch: China remains chief focus, shut down is secondary concern but not a big one for energy as the data will continue to flow (though there may be slip ups on net imports, we shall see) and federal permits should not be viewed as any kind of near term issue. In […]


05
Jan

Wrap – Week Ended 1/4/19

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. . The ZLT is up 7.4% YTD. More please.  . Questions and comments under The Wrap will be addressed in the Monday Post.  . Site Tip Watch:  You can search by ticker and some subjects using the pull down menu at upper left labeled "Select Categories" .  Our Week Ahead: The start of Catalyst […]

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