Archive for the 'CLB' Category


25
Oct

Thursday Morning

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. . Market Sentiment Watch: Extreme broad market volatility continues. We've done a whopping 3 trades in October (see blotter, all adds) and continue to largely sit on hands.  In today's post please find the oil inventory review (mixed bag: 1) another bigger than expected oil build (hey, it is maintenance season, builds of size are […]


26
Apr

Thursday Morning – More Earnings

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. . Market Sentiment Watch: Energy news flow getting busier. In today's post please find the oil inventory review (weak headline numbers, strong internals including all time record oil and distillate exports – see the Oil Inventory Review section below), the natural gas preview (consensus for today's withdrawal continues to grow), comments on a number of names […]


24
Oct

Tuesday Morning

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. . Market Sentiment Watch: Economic data likely less important this week than tax headlines and earnings. Energy land for the stocks looks traction less in the face of oil and natural gas resilience. Moves yesterday looked technical reflecting light volumes on a dearth of news ahead of 3Q report season which slowly gets underway next […]


25
Jul

Tuesday Morning – CLB, SRCI

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. . Market Sentiment Watch: In energy land news flow is increasing.  In today's post please find the oil inventory preview (more draws expected across the board), comments on the Macro and quarter for CLB (miss and lower guidance but we largely pay attention for the macro), comments on SRCI (monster beat pre announced; guidance jacked higher), […]


20
Apr

Thursday Morning – Catalyst List Part III Update

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. . Market Sentiment Watch: Sloppy, nervous group action. In today's post please find the oil inventory review (in line with API from the prior night, in line crude draw on flattish imports,record refiner demand for this week of the year, and a smaller than recently sized increase in Lower 48 production (still up but less […]

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