Archive for the 'PE' Category


19
Dec

Thursday Morning

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. . Market Sentiment Watch: Impeachment done. Back to watching a better than expected economy, the China deal, the USMCA, and better than expected oil pricing as we approach year end. In today’s post please find the oil inventory review (benign report, see review section below), the natural gas preview (looking for a bigger withdrawal […]


04
Dec

Wednesday Morning – PE

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. . Market Sentiment Watch: OPEC tomorrow and the next day.  In today’s post please find the oil inventory preview, the natural gas inventory preview, comments and a cheat sheet update on PE, and some other odds and ends.  Please see yesterday’s post for the most recent Gassy Players update or select Gassy from the […]


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 […]

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