Archive for the 'PE' Category


29
Oct

Thursday Morning – Mini Earnings Avalanche + Vestas

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. . Market Sentiment Watch: Market and energy eyes on Covid and lockdowns (France and German announced new ones yesterday). In today’s post please find: the oil inventory review (mixed bag – the crude build was smaller than year ago, refiner through didn’t drop as some feared, exports jumped, and distillate stocks continued rapidly back […]


21
Oct

Wednesday Morning – PE Goes to PXD, BCEI, A New Name Piece

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. . Market Sentiment Watch: ¬†Market eyes still on stimulus. In today’s post please find: the oil inventory preview (easy comps; API was solid on products overnight), the natural gas inventory preview (Street is still a bit smaller than we expect), new name to watch, PXD is in fact acquiring PE comments on BCEI and […]


20
Oct

Tuesday Morning – COP, PE, FANG

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. . Market Sentiment Watch: Market eyes watching stimulus machinations, and to a lessor extent Covid numbers in the States, Europe. Air traffic data are holding the line instead of retreating seasonally. In today’s post please find: the early read on oil inventories (Street sees more draws; we think they are light on the crude […]


06
Oct

Tuesday Morning – FANG, PE

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. . Market Sentiment Watch: Covid stimulus talks continue, Markets to continue to watch Trump’s health reports this week. In today’s post please find: a positions update, the very early read on natural gas inventories (in line with last week, well below year ago and 5 year average levels), comments and a cheat sheet update […]


10
Sep

Thursday Morning – PE, FCEL, BLDP

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. . Market Sentiment Watch: Smaller than expected stimulus package is on the table, Energy eyes are on dualing inventory reports today, Stay safe CA people.   Housekeeping Watch: (#s 7-9 are additions to yesterday’s housekeeping watch) Please bookmark our back up site: www.zmanbackup.wordpress.com.¬† In the rare event our site goes down that one will […]

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