Jackson Hole Speech and Market Sentiment
The message by Jerome Powell's in his speech at Jackson Hole was uneqivocal - Fed will not pivot any time ...
Year-Over-Year Oil Data (USA)
I have captured industry data, as it relates to the previous business week.
Primary Vision Insights – Premium Subscribers
Early next week I will send out another regarding Chinese data, USD strength, and Emerging Market issues.
Calfrac Well Services Part 2: Estimates And Relative Valuation
Revenue estimates suggest a nearly unchanged topline in the following two years. EBITDA can increase significantly in NTM 2023 and ...
The Parabolic Rise of the U.S. Dollar – Enterprise Subscribers
The U.S. Dollar is driving higher and given the underlying backdrop- it’s unlikely to pause its run higher.
China’s Economic Woes Getting Worse – Premium Subscribers
The Chinese data only strengthens the guidance we have provided regarding the consumer and general economic headwinds.
Calfrac Well Services Part 1: Pricing And Contracts Can Outplay Cash Flow Trouble
Calfrac's pressure pumping fleet count in the US may remain unchanged, but it may consider reactivating another fleet in Canada ...
Oil Markets, Rising Dollar and Fed
Last week oil prices ended on some gains, however, in this one both benchmarks fell for about 1.5 percent. Dollar ...
Year-Over-Year Oil Data (USA)
I have captured industry data, as it relates to the previous business week.
Primary Vision Insights – Enterprise Subscribers
As we described in the previous report, global trade is slowing when we look at some key metrics.
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