Archive for the 'nfx' Category


Wednesday Morning – NFX, FANG, VNOM

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. . Good Things To Know Watch:  It's tax time. Investment-related expenses that you may be able to deduct include fees for subscriptions to financial publications and research used to guide your investment decisions. Yeah, that includes us, but as always check with your tax guy.  Market Sentiment Watch: Markets may have appeared to have taken a break from […]


Wednesday Morning – NFX

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. . Market Sentiment Watch: In today's post please find the early read on inventories, comments on the NFX quarter and guidance (strong quarter, stronger 3 year plan), comments on the CXO quarter (beat and in line guide), comments on SLCA (TBA),  and some other odds and ends. Ecodata Watch: We get existing home sales at 10 […]


Thursday Morning – Dualing Inventory Reports, NFX

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. . Market Sentiment Watch: In today's post please find the natural gas inventory preview, oil inventory preview, comments on NFX (still well over done to the downside, strong balance sheet, rapid growth and near cash neutral 2018 likely), and some other odds and ends.  Ecodata Watch: We get jobless claims at 8:30 am EST (F = 239,000, last […]


Wednesday Morning – XOG, STACK Stuff

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. . Market Sentiment Watch:  Energy taking a breather after pushing back to pre summer levels last week. In today's post please the oil inventory preview (API last night was bearish), the natural gas inventory preview (the two consensus estimates vary widely … we expect a small build but are in the minority), comments on XOG […]


Wednesday Morning – Macro, NFX and more.

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. . Market Sentiment Watch: Group Finding traction with positive results and macro improvement. In today's post please find comments on U.S. oil supply (monthly data again came in well below prior weekly projections), comments on the natural gas macro, the oil inventory preview (expecting a larger than consensus draw down which API suggested as well after […]

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