Archive for the 'CXO' Category


02
Aug

Thursday Morning – LBRT, MTDR, CXO

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. . Market Sentiment Watch: Trade war concerns re-loom large ahead of the rest of this week's big data week. In energy land, we have three big beats in the portfolio today.  In today's post please find the oil inventory review (exports dip drove unexpected build despite record time of year demand while gasoline tied the […]


18
Jul

Wednesday Morning – COG

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. . Market Sentiment Watch:  In today's post please find the oil inventory preview (another week, another expected draw), the natural gas preview (as expected, consensus is forming up close to last week's report (maybe a bit high)), an updated catalyst list table and cheat sheet for COG, and some other odds and ends.  Please see […]


18
May

Friday Morning

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. . Market Sentiment Watch: Lighter day on the economic data front.  Positive energy sentiment continues to broaden / ZLT moving back to the 2016 highs. In today's post please find the natural gas inventory review (in line, next week's build appears to be smaller), a number of post quarter cheat sheet updates with post quarter updates […]


02
May

Wednesday Morning – Earnings Avalanche

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. . Market Sentiment Watch: Busy day (very good day in group earnings). In today's post please find the oil and natural gas previews, comments on the HCLP quarter (beat, fundamentals remain tight), comments on the PES quarter (beat, hitting on all cylinders now, estimates to move up, leverage situation continues to improve), comments on the NFX […]


29
Mar

Thursday Morning

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. . Market Sentiment Watch: Markets remain unsettled. In today's post please find the oil inventory review (headline numbers positive in aggregate, crude stocks normally build this time of year and the deficit to the five year average increased despite an unexpected smallish build, combined products drew more than expected, net imports remain tame (exports are […]

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