Archive for the 'FANG' Category


05
May

Tuesday Morning – Earnings Avalanche Day 1

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. . Market Sentiment Watch: Yesterday futures were focused on reopening concerns, Today the same headlines for reopening but the word has changed to hopes. In today’s post please find: the early read on oil inventories (small builds expected this week as throughput and gasoline demand both continue to get up off the floor), the […]


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, […]


07
Jan

Tuesday Morning – WIOWIO Part 3, FANG, WPX

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. . Market Sentiment Watch: All eye remain on Middle East. In today’s post please find the early read on oil inventories, the early read on natural gas inventories, the WIOWIO part 3, comments on FANG (4Q modest beat), WPX , and some other odds and ends. As expected, news flow is picking up and […]


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.  […]

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