Archive for April, 2011


25
Apr

Monday Morning Calm Before The Earnings Storm

Market Sentiment Watch:  1Q GDP in focus and the key word is deceleration (from 3.1% in 4Q10 to 1.7% in 1Q11). Shouldn't be much of a shock and many appear ready to embrace "dip in the road" as opposed to "end of recovery" citing a number of one time items including weather and "temporarily" elevated [...]


23
Apr

Wrap – Week Ended 4/22/11

Wrap comments will be included in the Tuesday post.   Have a Happy Easter. 


21
Apr

Thursday – Oil Review + Gas Preview + More Earnings

Market Sentiment Watch:   Last day of the holiday shortened week and market is poised to move higher on further Dow component EPS beats.  In energy land, BP got busy yesterday filing suits again Macondo related parties RIG, CAM, and HAL. I'm not surprised and completed surprised all at once. The CAM suit appears the most [...]


20
Apr

Wednesday Bounce

  Market Sentiment Watch: Dow components buoy futures. INTC results leading tech land and equities in general higher this morning, coupled with another dip in the dollar and rally in commodities in general (gold is over $1,500) should bode well for a bit of a rebound this morning. In today's post please find ECA earnings [...]


19
Apr

Tuesday Morning And All Is Calmer

    Market Sentiment Watch:  Nervous market.  In energy land today we have results from the first big coal name of the season to report, BTU. In today's post please also find an updated Catalyst List and big picture and name specific comments from the 1Q earnings season to date which will be compiled and [...]

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