Archive for February, 2012


Thursday Morning – Dualing Natural Gas and Oil Inventory Reports Plus Lots More Earnings

  Market Sentiment Watch: Busy day. E&P group showing signs of tiring as earnings season makes one last push (this week and beginning of next) and have noticed many names trading down into results simply on profit taking. It's not surprising, it's healthy, and its only frustrating to the day and short term swing traders. […]


Wednesday Morning – Lots More Earnings

  Market Sentiment Watch: Markets nervous over possible Europe return to recession thinking and their PMI falls back unexpectedly below 50. Meanwhile, Chinese PMI showed slight contraction again overnight but was an improvement at 49.7 vs last month's 48.8 reading. In today post please find multiple names owned in the ZLT reporting 4Q11 results.  Common […]


Welcome Back Tuesday

  Market Sentiment Watch:  Greece, China, Iran in focus. Greek deal for $130 B in bridge financing (big expensive bridge that only kicks the problem further out to sea) and China's lowering of its bank reserve requirement buoyed international markets yesterday and overnight. Iran's saber rattling buoyed oil. Busy week in energyland with lots of […]


Wrap – Week Ended 2/17/12

1) Natural Gas Stocks Rebounding. From SWN to RRC, the gassier than not list is rebounding as current month futures make a bottom. While the talking heads have declared that gas has bottomed I think that's premature and am not upping natural gas exposure beyond current levels expect in special situations like SWN. Note the […]


Test post post update

I can see the letter now, cool, thanks    protected below here

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