Archive for the 'CXO' Category


01
May

Wednesday Morning – Earnings Avalanche Part 1

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. . Market Sentiment Watch: Fed day.  Powell is said to be walking a fine line with today's press conference so as not to draw the ire of the White House. Weird. Venezuela "coup" appears to have fizzled. In today's post please find the oil inventory preview, the early read on natural gas inventories, comments on […]


20
Feb

Wednesday Morning – FANG, CXO, PES

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. . Market Sentiment Watch:  In today's post please find the oil inventory preview (we don't get EIA figures until Thursday due to the holiday), the natural gas inventory preview, comments on the FANG quarter, comments on the CXO quarter, brief follow up comments and an updated cheat sheet for PES, and some other odds […]


14
Dec

Friday Morning – CXO

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. . Market Sentiment Watch: Liquidity and traction hard to come by in the group just yet. Oil making interesting moves as confidence starts to sort of maybe grow and newfound shorts sort of maybe start to get a little nervous.  Saudi making the right noises about production and now exports.  In today's post please […]


31
Oct

Wednesday Morning – LBRT

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. . Market Sentiment Watch:  In today's post please find the oil inventory preview (Street is looking for another sizable crude build and product draws … starting to set the bar at a better level), the natural gas inventory early read (more deficit building expected), comments on the LBRT quarter (miss, largely discounted), brief comments […]


02
Aug

Thursday Morning – LBRT, MTDR, CXO

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. . Market Sentiment Watch: Trade war concerns re-loom large ahead of the rest of this week's big data week. In energy land, we have three big beats in the portfolio today.  In today's post please find the oil inventory review (exports dip drove unexpected build despite record time of year demand while gasoline tied the […]

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