Archive for the 'CRK' Category


18
Jun

Thursday Morning

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. . Market Sentiment Watch: China says new outbreak under control after significant lock down of Beijing, U.S. Covid outbreaks of increasing concern (sporadically on the market’s mind), WHO voices optimism regarding vaccine pipeline, China / India border skirmish deescalation, Bolton book making headlines, Renewable utility scale U.S. projects seeing little in the way of […]


15
May

T.G.I.F.

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. . Market Sentiment Watch: Increasing U.S. / China tensions, reopening concerns color futures. In today’s post please find: the natural gas review, comments and a cheat sheet update for AR, a quick pro forma cheat sheet update for CRK, a cheat sheet for COG as a quick reference to CRK on request, and some […]


14
May

Thursday Morning – MR, OII

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. . Market Sentiment Watch: Parts of Germany have reopened. Parts may need to be reshut but the country is looking to reopen borders by mid June, Parts of Italy are reopening faster than previously expected. In today’s post please find: the oil inventory review (better than expected report on the whole, net imports at […]


07
May

Thursday Morning – Earnings Avalanche Day 2

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. . Market Sentiment Watch: Did not know yesterday was National Nurses Day.  Definitely a loud shout out to all nurses with a big thank you! This is a high volume reporting day. Some of our comments are more brief than usual. If something is not clear please ask in the comments section. In today’s […]


02
Apr

Thursday Morning – CRK

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. . Market Sentiment Watch: Yesterday’s data was all bad (ADP, ISM manufacturing, construction spending, car sale), More tough data today and tomorrow, U.S. Covid-19 stats will get worse before the get better (yesterday was the worst for deaths, new cases look like they may be leveling off but there is a big and growing […]

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