Archive for the 'RRC' Category


25
Aug

Thursday Morning – RRC

.  . All eyes on PCE inflation tomorrow early and Powell comments just after. In today’s post please find: the oil inventory review, the natural gas preview, comments and a cheat sheet update for RRC, and some other odds and ends.  Ecodata Watch: We get jobless claims at 8:30 am EST (F = 255,000; last read […]


26
Jul

Tuesday Morning – RRC, LBRT

. . Market Sentiment Watch: Fed action and press conference tomorrow.  Housekeeping Watch:  High call volume begins today. Please note that some of our comments may be more brief than usual. If something is not clear please ask.  In today’s post please find: the early read on oil inventories,  the very early read on natural […]


07
Jun

Tuesday Morning – Natural Gas Price Deck Adjustment, Gassy Players Update, CRK

. . In today’s post please find: the very early read on natural gas inventories (early consensus is in line with our thoughts), gassy players update – natural gas price deck revision, and some other odds and ends. Ecodata Watch: We get the foreign trade balance at 8:30 am EST (F = -$90.3 B, last […]


12
May

Thursday Morning – RRC, SND, PFHC

.. .  In today’s post please find: the oil inventory review (positive side of neutral type report despite the first of the mammoth SPR releases), the natural gas preview (in line with last week), comments and a cheat sheet update for RRC, comments on the SND quarter (solid), PFHC (frac co) IPO thoughts, and some […]


27
Apr

Wednesday Morning – Earnings Avalanche Day 1

. . Z4 Sentiment Watch:  We’ve been slowly buying the pullback. Our calendar really heats up today and for the next two weeks. Some of our comments may be briefer than usual due to time constraints. If something isn’t clear please let us know. Housekeeping Watch 1: Subscribers We have transitioned to a new contact […]

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