Archive for the 'PE' Category


06
Nov

Wednesday Morning – Earnings Avalanche

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. . Market Sentiment Watch: Yet another pile of earnings reports; more of a mixed today. In today’s post please find the oil inventory preview, the natural gas inventory preview, comments on the LPI quarter (strong numbers on pre-announced volume beat, interesting acquisition), comments on the PE quarter (good quarter, Street missed, good guidance all […]


15
Oct

Tuesday Morning – PE for JAG Pro Forma

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. . Market Sentiment Watch: Market eyes China trades deals with wary eye, with one story labeling $50 B in Chinese farm purchases as “meaningless” while Germany downgrades 2020 GDP growth to 1.0%. In today’s post please find: the early read on oil inventories, the early read on natural gas inventories, comments and a pro […]


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 […]

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