Archive for the 'swn' Category


25
Oct

T.G.I.F. – COG, SWN, FSLR

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. . Market Sentiment Watch:  In today’s post please find the the natural gas review (in line), comments on the FSLR quarter, comments on the SWN quarter, comments on the COG quarter, and some other odds and ends.  Please see the calendar page as next week’s earnings release cadence really picks up. Ecodata Watch: We get […]


20
Aug

Tuesday Morning – Gassy Cheat Sheets

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. . Market Sentiment Watch:  In today’s post please find updated cheat sheets for MR, RRC, and SWN along with some brief post quarter comments, the early read on oil inventories, the very early read on natural gas inventories, and some other odds and ends including more insider buying.  Look for the Gassy Players Short […]


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 […]


24
May

Friday Morning – SWN

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. . Market Sentiment Watch: Nervous market conditions to persist near term over the global GDP growth impacts of no clear end in sight to the trade war. We are adding here and there with a slow hand. In today's post please find the the natural gas review (slightly smaller than Street expected injection; look for […]


26
Apr

Friday Morning – COG

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. . Market Sentiment Watch:  In today's post please find the the natural gas review (in line injection; expect a bigger, likely record build next Thursday as we continue to wade into the slack demand prompted by the mildness of this spring), comments on the SWN quarter (beat, no change to guidance, story continues to […]

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