Archive for the 'VNOM' Category


21
May

Tuesday Morning – VNOM

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. . Market Sentiment Watch: Light day on the economic data front.  Huawei restrictions are eased and futures rise. In today's post please find the early read on oil inventories (consensus calls for across the board draws), comments and an updated cheat sheet with forecast distributions for 2019 and 2020 for VNOM, and some other odds […]


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 […]


05
Mar

Tuesday Morning – VNOM, JAG

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. . Market Sentiment Watch:  In today's post please find an updated VNOM cheat sheet and mini model, comments and an updated cheat sheet for JAG, the early read on oil inventories, comments in the Holdings Watch section, and some other odds and ends.  We continue to crunch data in the wake of the quarter. […]


12
Feb

Tuesday Morning – VNOM, OPEC

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. . Market Sentiment Watch: Deal to prevent another shut down is in the works. In energyland, the OPEC Monthly was benign (slight negative on modest dip for forecast demand and modest bumps for Non OPEC supply but OPEC output is now much closer to the "Call on OPEC"). In today's post please find comments […]


06
Feb

Wednesday Morning – LBRT, VNOM, HCLP, SWN

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. . Market Sentiment Watch: State of the Union was a non event from an energy perspective, all eyes back on inventories and earnings. In today's post please find comments on the VNOM quarter (beat on volumes and price, guides better than expected if a touch gassier than expected), comments on the LBRT quarter (miss but […]

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