Archive for September, 2012


29
Sep

Wrap – Week Ended 09/28/12

Comments will be included in the Monday post. 


28
Sep

End of 3Q12 Friday

Market Sentiment Watch:  Quarter end could make for a bumpy session, especially with Spanish debt deal and sovereign debt rating changes there likely weighing on European markets. In today's post please find comments on an interesting oily yield name and the natural gas storage review (natural gas rallied yesterday and could move on 7 month […]


27
Sep

Thursday Morning – Oil Inventory Review And Natural Gas Preview Plus REXX and PDCE Thoughts

  Market Sentiment Watch: Eurodebtcontagion fears and austerity riots are dominating the headlines as we head into 3Q's end with the occasional time out for US economic data as we have with the surprise 2Q GDP revision (admittedly that's pretty rearview mirror at this point) and a soft durable goods number.  In today's post please find […]


26
Sep

Wednesday Morning

  Market Sentiment Watch:  Thank the Fed's Plosser for yesterday's slow drip/snooze fest of a retreat. I get being a hawk. Especially before the Fed chairman announces QE3. Afterwards is more of an odd duck move unless it's to promote future "I told you so" formatted book sales. We also had two strong ecodata numbers […]


25
Sep

Tuesday Morning Calm

  Market Sentiment Watch:  In today's post please find a look at an old yield idea that we sold long ago and in February wrote up as something that would likely fall 50% in the not too distant future back. Well, Mission Accomplished, and we're now looking at it as a possible re-entry candidate (see […]

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