Archive for July, 2010


30
Jul

Friday Beach Bullet Post

Thanks BOP and Nicky for being great moderators Bill gets an admirable mention nod… keep us up on the tankers and the dry bulkers… I will return to that space at some point and others are already there. Still on vacation so I’ve been told I’ll be unusually brief. WLL followed the rule of raise […]


28
Jul

Thursday’s a Beach

Short post today as I'm on vacation through next Tuesday or Wednesday. I will try to drop a post daily so you guys have some place to converse.  BOP and Nicky are in charge so if the site is slow complain to them.  I'll be out of touch most of today and this post was […]


28
Jul

Merger Wednesday

Merger Watch: AEZ bought by HES for a smallish premium. May light a brief, small flicker under the smaller Bakkens today.  We own AEZ in the ZLT (see details in the Stuff section) but not for long.  We also hold BEXP, KOG, OAS, and WLL that could get a little play on the announcement.   […]


27
Jul

Tuesday Morning And Futures Are Pointing Higher Again

Market Sentiment Watch: Yesterday was the 8th time in history the Dow has scored triple digit gains three days in a row. Equities have been lifted by generally positive earnings (FDX yesterday, DD today) and a dearth of real economic news. Things looks a bit extended in the equity markets but many technicians are actually […]


26
Jul

Monday Morning And All Is Flat

  Market Sentiment Watch: Futures pointing slightly lower this morning after a volatile set of sessions last week. We are still a week away from many of our most trafficked names 2Q reports but the pace does step up this week as the Majors weigh in (should be largely positive) and we start to see […]

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