Archive for the 'SLCA' Category


01
May

Wednesday Morning – Earnings Avalanche Part 1

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. . Market Sentiment Watch: Fed day.  Powell is said to be walking a fine line with today's press conference so as not to draw the ire of the White House. Weird. Venezuela "coup" appears to have fizzled. In today's post please find the oil inventory preview, the early read on natural gas inventories, comments on […]


23
Oct

Tuesday Morning

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. . Market Sentiment Watch: No economic data today; nervous broad market and energy market conditions continue. Energy saw more pre-report season jitters and a lack of bid with oil below $70 (which is silly), Overnight, Saudi took steps to walk oil prices lower under mounting pressure from the U.S. In today's post please find the […]


31
Jul

Tuesday Morning – PES, RRC

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. . Market Sentiment Watch: Plethora of broad market moving data today. In today's post please find the early read on oil inventories, comments on the PES quarter (in line top line, messy quarter miss on items, soft guidance), comments on the RRC quarter (solid results; good price guidance), and some other odds and ends.  Ecodata Watch: […]


24
Apr

Tuesday Morning – SLCA

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. . Market Sentiment Watch: Energy sentiment continues to catch on. In today's post please find comments on the SLCA quarter (nice beat), the oil inventory preview, the Permian Players Group 1 and 2 Tables, and some other odds and ends.  Ecodata Watch: We get Case-Shiller home prices at 9 am EST (no forecast, last read was 62.%),  We […]


21
Feb

Wednesday Morning – NFX

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. . Market Sentiment Watch: In today's post please find the early read on inventories, comments on the NFX quarter and guidance (strong quarter, stronger 3 year plan), comments on the CXO quarter (beat and in line guide), comments on SLCA (TBA),  and some other odds and ends. Ecodata Watch: We get existing home sales at 10 […]

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