Archive for the 'FANG' Category


04
Aug

Tuesday Morning – Earnings Avalanche Day 1

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. . Market Sentiment Watch: Still waiting on stimulus and employment assistance deal from DC (both sides said Monday’s talks were productive), Please note this is a busy earnings week for us. Some of our comments may be more brief than usual. If something is not clear please ask in the comment section below and […]


15
Jul

Wednesday Morning

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. . Market Sentiment Watch: Summer doldrums in full swing with another week or two until we really see news flow start to pick up in the oil and gas spaces, Moderna posted positive Phase 1 results yesterday and expects to enter Phase 3 in late July. Fingers crossed.  Other vaccine news is rumored to […]


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 […]

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