Archive for the 'LPI' Category


07
May

Thursday Morning – Earnings Avalanche Day 2

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. . 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

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. . 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 […]


13
Feb

Thursday Morning – LPI, AR, BE

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. . Market Sentiment Watch: Coronavirus back in focus after a change in diagnosis methodology drove a big increase in cases overnight. In today’s post please find: the oil inventory review (negative as weeklies go give the much bigger than expected crude build but it’s a low quality miss there as it was just a […]


13
Jan

Monday Morning

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. . Market Sentiment Watch: Big week for energy data with first of the year outlooks from EIA, OPEC and IEA. The EIA STEO, due out tomorrow, will contain the report’s first guesstimates on 2021. In today’s post please find The Week That Was, comments and a cheat sheet update for LPI,and some other odds […]


06
Jan

Monday Morning

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. . Market Sentiment Watch: All eyes remain on the Middle East as events appear to be cascading; long dormant risk premium awakens.  Payrolls at week’s end to be closely watched as well. In today’s post please find The Week That Was, the 5 Things, LPI reserves, and some other odds and ends. In case […]

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