Archive for July, 2011


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 […]


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.  […]


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 […]


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 […]


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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