Archive for the 'FANG' Category


09
Jan

Wednesday Morning – FANG

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. . Market Sentiment Watch: Energy land news flow remains light but is starting to increase. We continue to prep for the 4Q18 reporting season and will be taking a look at some new areas soon.  In today's post please find a Catalyst List Watch Update, an updated cheat for FANG, comments on PES, and some other odds […]


28
Dec

Friday Morning – FANG, Dualing Inventory Reports

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. . Market Sentiment Watch: Illiquid holiday markets are easy to push about. The government looks increasingly likely to be shuttered through NYD. EIA is open but we know they retrieve some data from agencies that are closed so … hmm (like imports and exports …maybe they have back channel, don't know).  In today's post please […]


19
Dec

Wednesday Morning – FANG, REI

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. . Market Sentiment Watch: Fed in focus. Oil increasingly sloppy and overdone. Note the Saudi comments in the Commodity Watch section. In today's post please find the oil inventory preview, the natural gas inventory preview, price deck watch comments, comments on the FANG (guiding to free cash in 2019 with minimal hit to production), comments […]


07
Nov

Wednesday Morning – More Earnings Plus Prop 112

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. . Market Sentiment Watch: In energy land most eyes are focused on inventories as refiners climb back out of maintenance season and after oil fell for a rare 7 consecutive seasons going into the U.S. midterms.  In today's post please find comments on the FANG quarter, comments on the PXD quarter (beat; rising Permian only production […]


16
Aug

Thursday Morning – FANG

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. . Market Sentiment Watch: All eyes on news that U.S. China trade talks are set to resume later this month. In today's post please find the oil inventory review (weaker than usual due to a confluence of higher imports including a pretty good notch higher from Saudi, a dip in exports that should be short […]

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