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- Oil Seasonalities
- Hickey and Walters Bespoke submit: With gas prices steadily rising in recent weeks, drivers are nervously watching movements in crude oil and hoping that last week's sell-off is the beginning of a trend rather than a just a quick pullback. Unfortunately, if crude oil's seasonal pattern over...
- External links 2009-05-18
- Will Natural Gas Be the Next to Rally?
- Hickey and Walters Bespoke submit: It’s hard to get overly excited about natural gas when inventories are 22% above their five-year average and 31% above last year’s levels, and the gap between current inventories and historical averages has been rising steadily throughout the year. However, while the fundamentals...
- External links 2009-06-08
- Natural Gas Quarterly Returns
- Hickey and Walters Bespoke submit: Following yesterday's post on how natural gas typically has its best quarterly performance during the third quarter, we received some questions asking if the average was skewed by one or two years. With that in mind, the chart below shows the average...
- External links 2009-06-09
- Can Exxon Mobil Break Out of Its Range?
- Hickey and Walters Bespoke submit: As the biggest stock in the world, Exxon Mobil's XOM stock performance significantly impacts the cap-weighted indices that it is in. The stock has basically been trading in a range from about $65 to $75 since May, so it hasn't been one of...
- External links 2009-11-17
- Oil to National Gas Ratio Highest Ever
- Hickey and Walters Bespoke submit: With oil rallying and natural gas continuing to plummet on a daily basis, the ratio of oil to natural gas is at its highest level since at least 1990 at 26.35. When the line is increasing in the chart below, oil...
- External links 2009-08-24
- Oil Outperforming Oil Stocks
- Hickey and Walters Bespoke submit: Since bottoming at the end of 2008, oil the commodity has outperformed oil stocks significantly. The chart below shows the ratio between the S&P 500 Oil & Gas index and the price of oil. When the line is rising, oil stocks...
- External links 2009-08-04
- S&P 500 Energy Sector Up 8 Days in a Row
- Hickey and Walters Bespoke submit: Monday we highlighted that the S&P 500 Energy sector was on a 7-day winning streak, and that the odds for an up or down day on day 8 were about 50/50. When the sector has been up 8 days in a row,...
- External links 2009-01-07
- Natural Gas Storage Data Higher Than Expcted
- Hickey and Walters Bespoke submit: Natural Gas inventories for the latest week came in slightly higher than expected, as storage levels rose by 46 bcf versus forecasts for a build of 41 bcf. As shown below, heading into this year's drawdown period, natural gas inventories are comfortably higher than...
- External links 2008-10-31
- Refiners Finally Increase Margins
- Hickey and Walters Bespoke submit: One of the few groups in the energy sector that didn't benefit from the huge run-up in oil in the first half of 2008 was the refiners. As oil prices spiked, the refiners were unable to pass those same price increases on to...
- External links 2008-10-21
- Lock in Low Gas Prices
- Hickey and Walters Bespoke submit: Oil has declined nearly 66% from its peak closing price of $145.29 on July 3rd to its closing low of $49.62 on November 20th. With gas prices down significantly since then, drivers no longer dread filling up at the pumps like they...
- External links 2008-11-28
- Oil Outperforming Oil Stocks
- Hickey and Walters Bespoke submit: While the price of oil has risen from the $30s to $50, oil stocks have not really rallied much. Below we highlight the ratio of oil stocks (S&P 500 Oil & Gas index) to oil the commodity. When the line is...
- External links 2009-04-17
- Kick Consumers While They're Down: Oil and Gasoline Diverge
- Hickey and Walters Bespoke submit: In today's Ahead of the Tape column in the Wall Street Journal, Mark Gongloff focuses on the fact that gasoline prices have stopped going down for the time being. This is highlighted perfectly by looking at the price charts of the oil...
- External links 2009-02-12
Additional Resources
- Sector Relative Strength: Energy and Financials
- Hickey and Walters Bespoke submit: If there are two sectors that have attracted the bulk of investors' attention, they are Energy and Financials. Below we highlight the relative strength of both sectors versus the market over the last year. In each chart, when the line is rising it...
- External links 2008-08-07
- Energy's Loss Is the Financials' Gain
- Hickey and Walters Bespoke submit: Just as the stocks in the financial sector have stabilized while energy stocks have been weak, analyst sentiment on the sectors seem to be following a similar trend. In the charts below, we track the percentage of stocks in each sector that have...
- External links 2008-08-29
- Sector Relative Strength: Energy and Financials
- Hickey and Walters Bespoke submit: As has been the case for several months now, the two sectors garnering the bulk of investors' attention have been Energy and Financials. Below we highlight the relative strength of both sectors versus the market over the last year. In each chart, when...
- External links 2008-08-21
- Energy Less Liked Than Financials
- Hickey and Walters Bespoke submit: If there was one over-riding theme of the first half of this year, it was to go long energy and commodities and short financials. As we all know, however, the trade has completely unraveled since July, as oil and other commodities have been...
- External links 2008-09-04
- S&P Energy Sector Can't Catch a Break
- Hickey and Walters Bespoke submit: Even on a day when the Dow closed up nearly 300 points, the S&P 500 Energy sector still managed to close the day down. Yesterday's declines for the sector mark its 7th consecutive down day, which is just the 10th 7-day losing streak...
- External links 2008-09-09
- Energy Inventories (9/4/08)
- Hickey and Walters Bespoke submit: Today's release of weekly inventories for energy related commodities showed that stockpiles were either inline with or lower than analysts were forecasting. As shown in the table below, natural gas stockpiles were inline with expectations, crude oil and distillates were lower than expected,...
- External links 2008-09-04
- S&P 500 Energy Stocks
- Hickey and Walters Bespoke submit: Earlier we noted that not one stock in the S&P 500 Energy sector was trading above its 50-day moving average. Below we highlight the individual stocks in the sector and where they're trading relative to their 50-days. As shown, Massey Energy MEE is...
- External links 2008-09-16
- Bespoke's Sector Snapshot (9/4/08)
- Hickey and Walters Bespoke submit: Below we highlight our trading range charts of the S&P 500 and its ten sectors. In the charts below, the blue shading represents between one standard deviation above and below the 50-day moving average white line. When prices are within this blue shading,...
- External links 2008-09-05
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