Be in the know. 8 key reads for Thursday…

  1. The end of oil, or just the beginning? (and Sentiment Results) (ZeroHedge)
  2. China Just Cut Tariffs on U.S. Goods. Here Are the Products That Benefit. (Barron’s)
  3. U.S. oil rises as OPEC+ committee calls for deeper cuts to global output amid coronavirus (MarketWatch)
  4. U.S. Trade Deficit Narrows for First Time in Six Years (Wall Street Journal)
  5. Adopting a dog? Coors Light offering $100 toward dog adoption fees for Valentine’s Day (USA Today)
  6. Mattress firm Casper receives sleepy IPO reception (Financial Times)
  7. China cuts Oil tariffs in half (Reuters)
  8. Exxon Mobil Won’t Cut Its Dividend. Here’s Why. (Yahoo! Finance)

The end of oil, or just the beginning? (and Sentiment Results)

In the past week, sentiment on the Energy Sector has sunk to an all-time low (despite having the highest estimated earnings growth of any sector – for 2020).  Several prominent market figures have even called for the end of the sector.

Mark Twain once said, “Reports of my death have been greatly exaggerated.”

Continue reading “The end of oil, or just the beginning? (and Sentiment Results)”

Unusual Options Activity – Southwestern Energy Company (SWN)

Data Source: barchart

Today some institution/fund purchased 626 contracts of Jan 2022 $2 strike calls (or the right to buy 62,600 shares of Southwestern Energy Company (SWN) at $2). The open interest was just 311 prior to this purchase. Continue reading “Unusual Options Activity – Southwestern Energy Company (SWN)”

Yahoo! Finance TV Appearance on Wednesday (Video)

Thank you to Julie Hyman @juleshyman Adam Shapiro @Ajshaps and Pamela Mitchell (producer) for having me on @YahooFinance this morning to talk #energy $XOP $XLE

Watch the segment directly on Yahoo! Finance Here

Be in the know. 10 key reads for Wednesday…

  1. These Are the Top Energy Funds of the Past Decade (Institutional Investor 
  2. Hedge Fund and Insider Trading News: Ray Dalio, Lee Ainslie, Starboard Value LP, Sound Point Capital Management, First Eagle Investment Management, Coca-Cola Co (KO), Enterprise Products Partners L.P. (EPD), and More (Insider Monkey 
  3. NYSE Owner Makes Offer to Buy eBay (Wall Street Journal 
  4. TikTok Eyes Larger Post-Super Bowl Marketing Push (Wall Street Journal 
  5. Instagram Brings In More Than a Quarter of Facebook Sales (Bloomberg 
  6. The Trump administration finalizes rule that could shift tariff fights to $6 trillion currency market (Business Insider 
  7. Why the stock market could jump another 20% this year: Fundstrat (Yahoo! Finance 
  8. Are Active Funds Better for Fixed-Income Investors? (U.S. News and World Report 
  9. Trump criticizes ‘failing government schools’ as he pushes school choice (Fox Business 
  10. OPEC+ delegates weigh new oil cuts as they analyze coronavirus impact (S&P Global)