Archive for the 'FANG' Category


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 […]


04
Jun

Tuesday Morning – FANG

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. . Market Sentiment Watch: Nervous market / erratic trading conditions continue. News flow from the group remains set at summer slow.  In today's post please find the early read on oil inventories, an updated cheat sheet for FANG with comments and estimate changes, special notes in the Holdings Watch section,  and some other odds […]


23
May

Thursday Morning – RRC

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. . Market Sentiment Watch:  In today's post please find the oil inventory review (negative report as weeklies go, see details in review section), the natural gas preview, comments and a cheat sheet update for RRC, comments on FANG's Rattler offering, and some other odds and ends.  Ecodata Watch: We get jobless claims at 8:30 am EST […]

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