Archive for the 'PE' Category


06
Aug

Thursday Morning – Earnings Avalanche Day 3

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. . Market Sentiment Watch: All eyes on Payrolls tomorrow. Covid cases seem to be plateauing again. We also note several drugs are showing positive signs as potential treatments or prophylactic (anyone on Heparin may get a benefit according to an increasing number of reports). We are noting a number of energy voices taking note […]


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 […]


05
May

Tuesday Morning – Earnings Avalanche Day 1

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. . Market Sentiment Watch: Yesterday futures were focused on reopening concerns, Today the same headlines for reopening but the word has changed to hopes. In today’s post please find: the early read on oil inventories (small builds expected this week as throughput and gasoline demand both continue to get up off the floor), the […]


07
Apr

Tuesday Morning – SWN

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. . Market Sentiment Watch: Covid-19: Positives from Italy, Spain and potentially New York in terms of case numbers. Testing of treatments and vaccines continues to broaden. We expect this to be a process of absorbing waves of bad news. We see the market as largely factoring a quick return to normalcy and a V-up […]


20
Feb

Thursday Morning – PE, MGY, PXD

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. . Market Sentiment Watch: Getting busier as earnings season rolls along. People want upstream to increase dividends and so far this season that’s a go where feasible (FANG, CXO, DVN all increased yesterday). In today’s post please find: the oil inventory preview (API was a mixed bag) (11 am EST), the natural gas inventory […]

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