Archive for the 'CXO' Category


30
Jul

Thursday Morning – AR, CXO, OII, VLO, COP

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. . Market Sentiment Watch: Harvard says 34 states should not travel; market appears to be concerned about rising Covid numbers.  Market is concerned about coming July nonfarm payrolls at the end of next week. More late stage vaccine trials are getting underway. Valero highlighted rising refined product demand. In today’s post please find: the […]


08
Jul

Wednesday Morning – CXO

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. . Market Sentiment Watch: Covid-19 re-closure concerns sapped the market yesterday, New York reverse quarantined three more states yesterday bringing the total to 19 states, In a bit of better news a 15 minute Covid test was approved. Energy eyes are inventories today and while we and a few others suspect a larger than […]


19
Feb

Wednesday Morning – FANG, CXO, ENPH

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. . Market Sentiment Watch: Getting busier as we wade into earnings season as Corona is an issue (or not) for the group and or markets depending on which day you look. In today’s post please find: the early read on oil inventories, comments on the FANG quarter (in line EBITDA on pre announced volumes, […]


30
Oct

Wednesday Morning – Earnings Mini Avalanche

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. . Market Sentiment Watch: Busy day and will get busier from here. . In today’s post please find the oil inventory preview (expecting positive looking numbers relative to consensus for crude and time of year; API was messy, literally, see below), the natural gas inventory preview (only a few injecting weeks left in the […]


14
Aug

Wednesday Morning – CXO

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. . Market Sentiment Watch: Most eyes on the 10 year. Group still looking for traction with volumes at summer typical low. Oil did find traction on trade hopes yesterday confirming demand (trade thoughts related to China) is in charge now relative to supply (potential disruptions). Names that have found traction are free cash flow […]

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