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MRO Marathon Oil

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27.500
+0.100+0.36%

Close Apr 19 16:00 ET

27.490
-0.010-0.04%

Post 19:42 ET

15.72BMarket Cap10.74P/E (TTM)

Marathon Oil Stock Forum

Jessica Amir

Apr 11 08:06

ColumnsUS inflation rose more than expected; three reasons not to panic with buying-the-dip being rife

After US inflation data came out, I chatted to Charles Payne on Fox News at 4.50am Sydney time (2.50 CT time), about what it means, and why investors don't need to panic
US inflation rose more than expected for the 3rd month. Now US interest rates are only expected to be cut twice, not three times
US inflation was hotter than expected for the 3rd month fueled by rises in oil, electricity, takeaway food...

March inflation comes in hotter than expected: Dashing hopes for early rate cuts?

Moomoo News Global

Mar 20 20:37

ColumnsS&P 500 Set Another New High: Broader Market Rally Set to Outshine Tech Dominance

On the eve of the Federal Reserve's interest rate meeting, the S&P 500 index notched yet another record closing high—its 18th for the year—surging over 8% year-to-date and outperforming both the Nasdaq Index and the Dow Jones Industrial Average.
Wall Street strategists are increasingly bullish on the $S&P 500 Index(.SPX.US)$, with many revising their year-end targets upward as the index repeatedly scales new peaks. ...

SpyderCall

Mar 17 05:28

Should We Be Worried About Inflation?

All Eyes on the Upcoming Fed Meeting
With interest rates and inflation being the main concern for investors these days, all eyes will be on the Federal Reserve's interest rate decision coming this Wednesday.
Many analysts are calling for a resurgence in inflation. While the Federal Reserve has been standing by their word, saying that inflation is under control and we are on the path towards rate cuts this year.
If the Fed believes that inflation is no longer...

Powell hints at rate cuts this year: What do you think?

BelleWeather : I think proper portfolio positioning vis a vis inflation is important. The concern I have is stagflation, so I’m trying to be defensive to that. This is difficult. And timing the market is impossible and crazy-making, so I personally am taking each day as it comes.
I don’t think anyone is going to sell off over these concerns, and Powell is not about to fan those flames either!

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SpyderCallOP BelleWeather: They might not sell over these concerns. But when these variables are present, then any negative catalyst will likely catalyze a selloff. For example, if we get bad rhetoric from Powell next week, then we might see extra volatility. That being said, in the current environment, any selloff will be a good buying opportunity until something breaks in the economy.

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SpyderCallOP BelleWeather: So far, wages and employment numbers have held up, so stagflation is not a concern until inflation picks back up. With the way oil and gasoline prices have been climbing, we could possibly see a stagflationary environment soon, but not yet. Things are almost perfect in the economic data currently. We are in a goldilocks zone for the Fed right now. And if things get worse, then the Fed has already mentioned cutting rates. That would be even more accomodative for equities as the "Fed Put" will be in play at that point. So, if we do see stagflation, it shouldn't last long as the Fed will accommodate markets when the inflation, wages, or employment situation changes negatively.

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BelleWeather : Agreed on the Goldilocks zone vis a vis the Fed mandate save one issue - the reserve bank balance is almost out - won’t they have to move to correct that?

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SpyderCallOP BelleWeather: They have been greatly decreasing the balance sheet since march 2022. This is done through selling treasury bonds or mortgage securities. Short-term treasuries, like bills, have been the biggest culprits for the runoff of the balance sheet. This has been unwinding the massive amount of asset purchases since the 2008 financial crisis.
They purchased all of these assets back then as a form of quantative easing to boost the economy. Right now, they are selling treasury notes at sky-high yields to provide liquidity to banks essentially. This is putting more liabilities onto the balance sheet, which brings the balance down.
I don't think the balance sheet runoff is such a big deal at the moment.
Once the economy is showing signs of trouble, then I think we will need to worry about the Fed balance sheet. If they start buying assets, essentially quantative easing, then they might think that there is weakness in the economy.
You might think that with the Fed balance falling like it is, then long-term treasuries should be falling along with the balance. But that has not been the case since last November as these treasuries have been climbing.
This tells me that the balance sheet is now falling because the Fed is adding liquidity through short-term bond sales, which inject liquidity into the economy, which is good for an economy and equities.

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Moomoo AI

Mar 13 02:08

No insider purchases at Marathon Oil in the last year and significant insider selling could worry investors. However, insider ownership level shows some alignment between management and smaller shareholders.

Insiders At Marathon Oil Sold US$5.9m In Stock, Alluding To Potential Weakness

Moomoo AI

Feb 28 00:16

Marathon Oil's stock is appealing to value investors due to its stable return, consistent free cash flow, and plans for dividends and share buybacks. Investors can also generate extra income through shorting out-of-the-money calls and cash-secured puts.

Marathon Oil's High FCF Yield Makes Its Covered Call and Short Put Yields Are Attractive

SpyderCall

Jan 16 10:11

Nat Gas Ripped. Is it Oil's Time to Shine Now?

Natural Gas Has Already Ripped
Recently, natural gas futures had a big rally. This was mostly due to the spat of severely cold weather that came unexpectedly and spread across the entire United States.
Economic data in the U.S. has shown that natural gas in storage has been dropping since the beginning of December. Based on the laws of supply and demand, this could have added upward pressure on the price of the commodity.
It should be noted that nat...

Oil prices tick up as Middle East tensions rise

SpyderCall

Jan 4 14:45

Bullish on Commodities?

$Henry Hub Natural Gas Futures(MAY4)(NGmain.US)$
It's official. Nat gas is bullish in the short-term picture. How long will this uptick last?
$Crude Oil Futures(JUN4)(CLmain.US)$
Oil has been getting a nice boost the past couple of days. The trend in oil could flip to bullish pretty soon if we see a little more upside. Here is my TA for crude futures in the link below.
Worsening Geopolitical Tensions in the Middle East
As always, I am not a financial professional, and this...

SpyderCall: Is It Time to Get Bullish on Natural Gas?

SpyderCall

Jan 4 04:06

Worsening Geopolitical Tensions in the Middle East

$Crude Oil Futures(JUN4)(CLmain.US)$
Tensions in the Red Sea
The tensions in the Red Sea seem to be escalating. We are seeing constant news stories about freighters being attacked by huthi militia groups and explosions at Red Sea ports. The Iranian military is even stepping up their military presence in the Red Sea. Iranians are sympathetic to the huthi forces, so this will only exacerbate the problem.
How long will the conflict last?
I have seen...

Navigating market waves: Red Sea tensions, shipping and energy

efficentupup

Jan 2 23:47

Oil prices volatile after U.S. clashes with Iran-backed militants in Red Sea

Oil prices were volatile in the first day of 2024 trading, as traders monitor tensions rise in the Red Sea after clashes between U.S. forces and Iran-backed militants based in Yemen.
The West Texas Intermediate contract for February added 2 cents, or .03%, to trade at $71.67 a barrel on Tuesday. The Brent contract for March gained 16 cents, or .21%, to trade at $77.20. Crude prices had jumped more than 2% earlier in the ...

Navigating market waves: Red Sea tensions, shipping and energy

Moomoo AI

Dec 19, 2023 02:05

Investors show less interest in Marathon Oil's shares due to expected limited growth and declining earnings. With five warning signs in its investment analysis, the share price might not rise significantly unless earnings outlook improves.

Lacklustre Performance Is Driving Marathon Oil Corporation's (NYSE:MRO) Low P/E

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