Market Sentiment Watch: End of 3Q14, beware of noise. In today's post please find comments and an updated Wattenberg summary cheat sheet with a fresh BBG sheet as well and some other odds and ends. Also, in case you missed it, we liquidated our holdings in Permian mid cap leader ATHL in both the ZLT and ZLT G accounts yesterday following that company's acquisition agreement with ECA. Please see the Holdings Watch section for further details.
- We get Case-Shiller home prices at 9 am EST (no forecast, last read was 8.1% YoY),
- We get Chicago PMI at 9:45 am EST (F = 62.4, last read was 64.3),
- We get Consumer Confidence at 10 am EST (F = 92.3, last read was 92.4).
In Today’s Post:
- Holdings Watch
- Commodity Watch
- Stuff We Care About Today – Wattenberg / BBG, EXXI,
- Odds & Ends
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