. . 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…
Category: COP
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,…
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….
Wednesday Morning
. . Market Sentiment Watch: All eyes on Fed. In today’s post please find: the oil inventory preview (across the board draws expected again), the natural gas inventory preview, COP – updated comments and pro forma cheat sheet, and some other odds and ends. Ecodata Watch: We get existing home sales at 10 am EST (F…
Tuesday Morning – COP
. . In today’s post please find: the very early read on natural gas inventories (consensus is looking for a sequentially smaller build, we’re more flattish), requested comments on FLMN (unowned), comments on COP’s mega Delaware Basin buy, and some other odds and ends. Ecodata Watch: We get building permits at 8:30 am EST (no…