. . Solid first congested week of the 2Q22 energy earnings season with the ZLT ending up 18.8% on the week. Hat tip to Joe Manchin for strongest gains of 2022 for the modest renewables wedge in the portfolio. Twenty-six 2Q22 energy earnings reports with 48 more to go in the season. We have another […]
. . Housekeeping Watch: If you like what we do consider inviting a friend to take a test drive. Thanks. We are through 23 reports with 48 to go this season. So far upstream and oil service names have largely been as expected with a couple of inconsequential deviations. In today’s post please find: the […]
. . Housekeeping Watch: High call volume begins today. Please note that some of our comments are more brief than usual. If something is not clear please ask. In today’s post please find: the oil inventory review (positive side of neutral with record oil exports), the natural gas preview (Street is in the lower end […]
. . Market Sentiment Watch: All eyes and ears on Fed action and press conference today. Housekeeping Watch: High call volume begins today. Please note that some of our comments may be more brief than usual. If something is not clear please ask. In today’s post please find: the oil inventory preview (benign report expected , […]
. . Market Sentiment Watch: Fed action and press conference tomorrow. Housekeeping Watch: High call volume begins today. Please note that some of our comments may be more brief than usual. If something is not clear please ask. In today’s post please find: the early read on oil inventories, the very early read on natural […]
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