Archive for January, 2011


25
Jan

Tuesday Morning

Market Sentiment Watch:  Market focused on DJIA earnings (on the weak side today) and probably on the State of the Union address tonight. In energy land today we have reports from two more service names which I listen to only as it relates to cost sentiment for my E&P names and as confirmation of the somewhat […]


24
Jan

Monday Morning And All Is Calm

  Market Sentiment Watch:  Busy week this week, as we get earnings reports from half of the Dow, a State of the Union address which will be focused on job creation and what will sound like U.S. austerity measures, the FOMC statement the following day, and GDP on Friday.  In Europre, where the ECB is […]


22
Jan

Wrap – Week Ended 1/21/11

Comments will be incorporated into the Monday post. Other than, wow, what an ongoing world of pain the dry bulk sector is in. 


21
Jan

T.G.I.Expiry

  Market Sentiment Watch: Google reported better than expected results and GE is looking strong post numbers as well while B of A could act to slightly curb the market's enthusiasm for a bounce this morning. In today's post please find a rundown of the latest GMXR news (strong reserve growth and now a Bakken infant […]


20
Jan

Thursday – Dualing Oil and Natural Gas Inventory Reports

Housekeeping Watch: I'll be out of the office for a meeting for the first hour of trading today.    Market Sentiment Watch: Somber mood in equity markets following first weak day in recent memory. Yesterday was one of those days where you saw the pause coming in both the market and a specific name (SSN […]

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