Wall Street Week Ahead | Seeking Alpha

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Wall Street has a busy week ahead that will see the start of the earnings season and a host of economic data.

Major U.S. banks take the spotlight as they gear up for their quarterly results. Investors will hear from the biggest lender, JPMorgan (JPM), on Tuesday, followed by number-two lender Bank of America (BAC) on Wednesday, along with Wells Fargo (WFC) and Citi (C), and Goldman Sachs (GS) and Morgan Stanley (MS) on Thursday.

Looking at the economic calendar, traders will receive the December consumer price index report on Tuesday, followed by the delayed November producer price index report on Wednesday. The U.S. retail sales report for November is also set for Wednesday.

Finally, market participants will hear from some Federal Reserve speakers this week, including Governor Stephen Miran, Vice Chair for Supervision Michelle Bowman, and Vice Chair Philip Jefferson. The Fed’s Beige Book will be published as well.

Earnings

Earnings spotlight: Tuesday, January 13: JPMorgan (JPM), Delta Air Lines (DAL). See the full earnings calendar.

Earnings spotlight: Wednesday, January 14: Bank of America (BAC), Wells Fargo (WFC), Citigroup (C). See the full earnings calendar.

Earnings spotlight: Thursday, January 15: Taiwan Semiconductor (TSM), Morgan Stanley (MS), Goldman Sachs (GS), BlackRock (BLK). See the full earnings calendar.

Earnings spotlight: Friday, January 16: PNC Financial (PNC). See the full earnings calendar.

Long Player is a seasoned oil and gas investor with years of experience navigating the sector’s boom-and-bust cycles. He leads Oil & Gas Value Research, where he identifies under-followed producers and out-of-favor midstream companies, helping investors uncover compelling value opportunities in a highly cyclical industry.

Here are his top Energy picks for 2026.

(Full Article – Free access) The article outlines Long Player’s current favorite oil and gas investments while emphasizing the sector’s inherent volatility and rapidly changing conditions. Long Player favors diversification through “baskets” rather than single bets, noting that even strong ideas can temporarily decline before delivering returns.

• Comstock Resources (CRK) is highlighted for its turnaround after Jerry Jones’ $1 billion investment and its promising Western Haynesville discovery, which could significantly improve profitability despite the basin’s high costs and cyclical nature.

• Crescent Energy (CRGY) is presented as a long-term, private-equity-backed roll-up strategy led by KKR and John Goff, focused on acquiring undervalued upstream assets, with improving credit metrics and a path toward investment-grade status.

• Exxon Mobil (XOM) offers a lower-risk option, combining diversified operations, renewed growth initiatives under current management, and reliable dividend growth, making it suitable for conservative portfolios seeking steady total returns.

• Peyto (PEYUF), a Canadian natural gas producer, benefits from a highly accretive acreage acquisition that lowers costs and enhances long-term profitability, though it carries higher debt than some peers.

• Enterprise Products Partners (EPD) is described as a dependable midstream investment, supported by strong credit ratings, steady distributions, and downside protection from long-term contracts.

Overall, Long Player stresses patience, disciplined valuation, and risk awareness, warning that commodity cycles, acquisition risks, and uncertain discoveries can materially affect outcomes.

Join Oil & Gas Value Research to gain a disciplined, experience-driven edge in energy investing. Start with a 14-day free trial and get actionable research, valuation-driven insights, and access to an active chat room with experienced energy investors. Learn more >>

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