Archive for the 'CPE' Category


16
Jul

Tuesday Morning

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. . Market Sentiment Watch: Fed speaks galore today with Bowman, Kaplan, Powell, and Evans speaking over the course of the day. In today's post please find comments and a CPE/CRZO pro forma cheat sheet, the early read on oil inventories (more crude and gasoline draws expected though Barry may exaggerate impacts on both sides […]


15
Jul

Monday Morning – Another Permian Merger

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. . Market Sentiment Watch: Market eyes on a slowing China (lowest quarterly GDP growth in 27 years but June refiner record set a new record). In today's post please find The Week That Was, comments on a Permian smid-cap hookup, and some other odds and ends. Click here in case you missed The Wrap.  Ecodata Watch: […]


18
Jun

Tuesday Morning

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. . Market Sentiment Watch: Energy eyes on inventories tonight and tomorrow, the Fed, and then thoughts on the global economy (Trump casing a negative eye back towards Europe this morning?). In today's post please find new charts and some notes in the Holdings Watch section, a requested cheat sheet update for CPE, and some other […]


09
Apr

Tuesday Morning – HPR

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. . Market Sentiment Watch: Slow news day at the company level. Oil is above our near term expected range. Russia is pointing to all options being on the table for OPEC+ in June (a little cooling action language) and the U.S. is threatening to sanction the European Union. In today's post please find an […]


27
Feb

Wednesday Morning – Earnings Avalanche

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. . Market Sentiment Watch: Busy, busy day. In today's post please find the oil inventory preview, the early read on natural gas storage, and comments on seven names that reported overnight along with a number of other odds and ends. Our comments on some names today may be briefer than normal given the high call volume of the […]

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