Archive for August, 2019


31
Aug

Wrap – Week Ended 8/30/19

. . The blotter is updated. . Questions and comments under The Wrap will be addressed in the Tuesday post. . Stay safe Florida.   Everyone have a safe and happy 3 day weekend. .


30
Aug

T.G.I. Long Weekend

. . Market Sentiment Watch:  In today’s post please find the the natural gas review (slightly bigger than expected but essentially rounding error), comments and a cheat sheet update for beat down unowned as of yet BE, and some other odds and ends.  Have a safe (especially those of you in Florida), happy long weekend. […]


29
Aug

Thursday Morning

. . Market Sentiment Watch: China news dominating futures again after group got a bit of a pop yesterday off the oil inventory number (still quite the dislocation we have between upstream names including free cash flow low leverage ones with high margins and oil). In today’s post please find the oil inventory review (monster […]


28
Aug

Wednesday Morning – VNOM

. . Market Sentiment Watch: Summer doldrums continue.  In today’s post please find the quarterly update on VNOM including a fresh look at 2020 distributions over a range of oil prices, the oil inventory preview, the natural gas inventory preview, and some other odds and ends.  Ecodata Watch: No economic release scheduled. In Today’s Post: Holdings […]


27
Aug

Tuesday Morning – LBRT

. . Market Sentiment Watch:  In today’s post please find the early reads on oil inventories and natural gas storage, comments and a cheat sheet update for LBRT, comments on PE’s move to add a dividend and thoughts on their 3Q guidance comments, and some other odds and ends.  Ecodata Watch: We get Case-Shiller at […]

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