Archive for the 'GPOR' Category


02
Jun

Tuesday Morning – PE, GPOR

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. . Market Sentiment Watch: Civil unrest not apparently a concern for markets. Should be but it’s not. Market is focused on re-openings. Market is not focused on employment. May 2020 saw record issuance of stock via secondaries. OPEC still undecided at this hour on accelerating meeting to this week. Oil looking technical and a […]


18
May

Monday Morning – The Week That Was, GPOR

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. . Market Sentiment Watch: Much lighter week on the economic data front, Much lighter week on the energy data reporting agency front, Many market eyes are trained on middle America for directionality on Covid-19; So far so good according to HHS (Texas data less encouraging), China has been increasing lockdowns again, Bloomberg reports however […]


08
May

T.G.I.F.

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. . Market Sentiment Watch: This is a high volume reporting day. Some of our comments are more brief than usual. If something is not clear please ask in the comments section. In today’s post please find: the natural gas review (in line storage build; big build next week on odd mix of weather; but […]


15
Apr

Wednesday Morning – GPOR

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. . Market Sentiment Watch: Big day on the economic data front with a lot of really really poor data expected. Earnings starting to trickle out, see Bank of America’s and Goldman’s grim reports this morning, with energy earnings kicking off this Friday with SLB; looking for a lot of reset expectations. U.S. Covid-19 deaths […]


21
Nov

Thursday Morning – GPOR, FANG, VWDRY

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. . Market Sentiment Watch: China headlines this morning regarding an invitation for further trade negotiation refer to an invite that’s a week old. Markets appear weary of the game here. In today’s post please find the oil inventory review (benign headline numbers, good internals, oil reacted well), the natural gas preview (first draw of […]

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