Archive for the 'FANG' Category


06
Nov

Wednesday Morning – Earnings Avalanche

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. . Market Sentiment Watch: Yet another pile of earnings reports; more of a mixed today. In today’s post please find the oil inventory preview, the natural gas inventory preview, comments on the LPI quarter (strong numbers on pre-announced volume beat, interesting acquisition), comments on the PE quarter (good quarter, Street missed, good guidance all […]


01
Oct

Tuesday Morning

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. . Market Sentiment Watch:  In today’s post please find the early read on oil inventories, the very early read on natural gas inventories, comments and a back of the envelope NAV on a requested name, comments on the 3Q order intake for VWDRY (last day of quarter flurry), and some other odds and ends.  […]


18
Sep

Wednesday Morning – MTDR

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. . Market Sentiment Watch: Fed day. Energy eyes await some sort of Saudi+ response which may take weeks to arrive. In today’s post please find the oil inventory preview, the natural gas storage early read, comments and a cheat sheet for MTDR (see also positions page), and some other odds and ends.  Ecodata Watch: We […]


13
Aug

Tuesday Morning – FANG

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. . Market Sentiment Watch: Group trying to find traction as market watches for China trade clues (same story, different week). In today’s post please find the early read on oil inventories (fairly benign looking set of numbers expected; we expect net imports to reverse course this week or next which should be interesting in […]


07
Aug

Wednesday Morning – Earnings Avalanche

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. . Market Sentiment Watch: Tariff war fears weighing on energy sentiment more than anything at this time (for commodities (worry over demand) and equities(dislocated from commodities already)). In today’s post please find the oil inventory preview (consensus looking for more crude draws, Cushing coming down and API reflected in line draws on both oil […]

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