Archive for the 'LPI' Category


05
May

Thursday Morning – Another 1Q22 Earnings Avalanche Day

. . Housekeeping Watch: Very busy day on tap. Please note that some of our comments may be more brief than usual. If something is not clear please ask. In today’s post please find: the oil inventory review (positive side of neutral), the natural gas preview (injection expectation has been creeping higher all week; now […]


10
May

Monday Morning – Busy Day

. . Market Sentiment Watch: Much lighter week on the economic data front, On the energy front we get the monthly EIA STEO and monthly reports from OPEC and IEA. Please see the Housekeeping Watch near the bottom of today’s post. In today’s post please find: The Week That Was, The Five Things, 1Q21 So […]


23
Feb

Tuesday Morning – MGY

. . Market Sentiment Watch: Economic eyes on Powell testimony.  Market eyes on tech. In today’s post please find: the early read on oil inventories (big withdrawals expected in what will be a pretty sloppy report), the very early read on natural gas inventories (range forming up in 2nd biggest on record storage withdrawal territory), […]


07
May

Thursday Morning – Earnings Avalanche Day 2

. . Market Sentiment Watch: Did not know yesterday was National Nurses Day.  Definitely a loud shout out to all nurses with a big thank you! 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 […]


27
Feb

Thursday Morning – Earnings Avalanche in the face of Virus Fear Market Drop

. . Market Sentiment Watch: Sloppy market conditions to continue after the U.S. announces first apparent community transmission of the virus. Administration officials put a vaccine at 12 or more months out.  International spread also breading additional market panic. Meanwhile, in the energy space oil continues to sink as demand continues to slow and we […]

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