Archive for the 'SLCA' Category


31
Jul

Tuesday Morning – PES, RRC

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. . Market Sentiment Watch: Plethora of broad market moving data today. In today's post please find the early read on oil inventories, comments on the PES quarter (in line top line, messy quarter miss on items, soft guidance), comments on the RRC quarter (solid results; good price guidance), and some other odds and ends.  Ecodata Watch: […]


24
Apr

Tuesday Morning – SLCA

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. . Market Sentiment Watch: Energy sentiment continues to catch on. In today's post please find comments on the SLCA quarter (nice beat), the oil inventory preview, the Permian Players Group 1 and 2 Tables, and some other odds and ends.  Ecodata Watch: We get Case-Shiller home prices at 9 am EST (no forecast, last read was 62.%),  We […]


21
Feb

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 […]


05
Jan

Payrolls Friday – More Sand

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. . Market Sentiment Watch: Group traction broadening. In today's post please find the natural gas inventory review (twice the five year average but below expectations … next week's report looks record setting and gas doesn't really care due to supply-demand directionality), the oil inventory review (mixed bag, not scary at all on the gasoline demand number […]

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