Archive for October, 2019


Thursday Morning – Earnings Avalanche

. . Market Sentiment Watch: Fed cut as expected, back to China focus now which is said to have cast doubt on a comprehensive deal with the U.S. overnight. In energy land another busy earnings day.  In today’s post please find the oil inventory review (low quality miss on crude due to reversal off decades […]


Wednesday Morning – Earnings Mini Avalanche

. . Market Sentiment Watch: Busy day and will get busier from here. . In today’s post please find the oil inventory preview (expecting positive looking numbers relative to consensus for crude and time of year; API was messy, literally, see below), the natural gas inventory preview (only a few injecting weeks left in the […]


Tuesday Morning – COP, Earnings Previews

. . Market Sentiment Watch: Energy focused on OPEC+ member comments and inventories. In today’s post please find another set of earnings previews, comments on the COP quarter, the oil inventory preview, and some other odds and ends.  Ecodata Watch: We get Case-Shiller at 9 am EST (no forecast, last read was 3.2%), We get […]


Monday Morning

. . Market Sentiment Watch: Busy earnings and economic data week ahead. Please see the Calendar page for the 3Q19 list as well as for the previews for this week (parts 2 and 3 of the previews). In today’s post please find The Week That Was, the 5 things, an updated 3Q19 calendar, and some […]


Wrap – Week Ended 10/26/19

. . Questions and comments under The Wrap will be addressed in the Monday post. . The blotter is updated. No trades last week. . Please see the Calendar tab at upper left for coming earnings releases and earnings previews. . Our free piece on COG can be viewed here. .

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