Archive for the 'COP' Category


05
May

Thursday Morning – Another 1Q22 Earnings Avalanche Day

. . Housekeeping Watch: Very busy day on tap. 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 review (positive side of neutral), the natural gas preview (injection expectation has been creeping higher all week; now […]


03
Feb

Thursday Morning – Oil Inventory Review, Natural Gas Storage Preview+, CLB, COP

. . Housekeeping Watch:  We posted early due to the possibility of power loss due to heavy freezing rain here.  A section on the COP 4Q21 results has been added to the Stuff section of the post.  In today’s post please find: the oil inventory review (neutral), the natural gas preview (top 5 all time […]


07
Dec

Tuesday Morning – COP

. . In today’s post please find: the very early read on natural gas inventories (Street forming up in line with us), comments and a cheat sheet update for COP, and some other odds and ends. Ecodata Watch: We get the trade deficit at 8:30 am EST (F = -$67 B, last read was -$80.9 […]


06
Dec

Monday Morning

. .   In today’s post please find: The Week That Was, The Five Things, and some other odds and ends. In case you missed The Wrap please click here. Ecodata Watch: No economic data.  The Week Ahead:  Tuesday – Trade deficit, productivity revision, unit labor costs, consumer credit,  Wednesday – Job openings and quits, […]


02
Nov

Tuesday Morning – Lots of Earnings

 . . Housekeeping Watch:  We write free articles from time to time and share them via Seeking Alpha. We don’t give investment advice.  We simply tell you what we are thinking and what we are buying and selling.  We are raising our prices for new subscribers soon as we have not in over a decade. […]

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