Archive for the 'PE' Category


27
Aug

Tuesday Morning – LBRT

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. . Market Sentiment Watch:  In today’s post please find the early reads on oil inventories and natural gas storage, comments and a cheat sheet update for LBRT, comments on PE’s move to add a dividend and thoughts on their 3Q guidance comments, and some other odds and ends.  Ecodata Watch: We get Case-Shiller at […]


15
Aug

Thursday Morning – PE, VWDRY

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. . Market Sentiment Watch: August. Really really August. In today’s post please find the oil inventory review (neutral report, see review section below), the natural gas preview (still roughly in line with last week’s build, expect a smaller build next week), comments and a post quarter cheat sheet updated for PE, comments on the […]


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 […]


15
May

Wednesday Morning – PE

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. . Market Sentiment Watch: Nervous market conditions persist. In today's post please find the oil inventory preview (consensus expects a benign report out of EIA; API was bearish and this wasn't much of a surprise given issues along the Gulf Coast last week), the early read on natural gas inventories, comments and a cheat sheet on […]


02
May

Thursday Morning – Earnings Avalanche Part 2

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. . Market Sentiment Watch: Big economic data the next two days with energy eying U.S. inventories, the end of waivers (maybe, maybe not for some), Venezuela, Libya, and the Saudi move to change the bar for measuring a balanced market.  In today's post please find the oil inventory review (negative as weeklies go, see Oil […]

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