Archive for July, 2011


30
Jul

Wrap – Week Ended 7/29/11

7 ¬†Months Down … Thanks D.C. For So Much Fun In The Markets This Past Week. While it was a trying week in the broader markets due to the ongoing political soap opera¬†we noted several times in the last few weeks that the energy sector continues to behave as if an underlying bid is in […]


29
Jul

Friday Posts – Now Improved With More Earnings Summaries

  Market Sentiment Watch: D.C. soap opera continues. Enough said. Meanwhile in energy land we have reports from two more E&P stalwarts, CHK (nice beat and came out of the Utica closet) and SWN (also eported a nice CFPS beat and also announced a new oil play). See details on both in the Stuff section below.  […]


28
Jul

Thursday Morning – No Debt Deal Yet But Flood of Earnings Resumes

Market Sentiment Watch: Nervous market but there is still an underlying bid to the energy group. Lots of energy earnings again today with a busy call schedule this morning. No time to rant about the lack of significant (any?) progress on the U.S. deficit front. Ecodata Watch: Jobless claims came in at a surprising 398,000 […]


27
Jul

Wednesday Morning – Still No Debt Deal, Earnings Keep Coming

  Market Sentiment Watch: Apparently no vote on the latest deficit plan in the House until tomorrow. Turning to more important news, E&P and Oil Service results quarter to date have met with almost universal approval. Today we have reports from two more names on the periphery of what I call my coverage, comments in […]


26
Jul

Tuesday Morning – No Debt Deal but A Flood Of Earnings

  Market Sentiment Watch: Watched the President and the Speaker speak and I have to say something will get solved, maybe Wednesday, maybe later on the debt/deficit deal but I'm not going to wast more time on it. I did agree 100% with one thing the President said last night – "this is no way to […]

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